calctext/_bmad/wds/workflows/0-alignment-signoff/steps-c/step-06b-finalize-signoff.md

name, description, workflowFile, activityWorkflowFile

name	description	workflowFile	activityWorkflowFile
step-06b-finalize-signoff	Finalize the signoff document present it and guide to Project Brief workflow	../workflow.md	../workflow.md

Step 36: Finalize Signoff Document

STEP GOAL:

Finalize the signoff document, present it to the user, guide through the approval process, and route to the Project Brief workflow.

MANDATORY EXECUTION RULES (READ FIRST):

Universal Rules:

• 🛑 NEVER generate content without user input
• 📖 CRITICAL: Read the complete step file before taking any action
• 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
• 📋 YOU ARE A FACILITATOR, not a content generator
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on finalizing the signoff document and presenting it
• 🚫 FORBIDDEN to skip the review and adjustment opportunity
• 💬 Approach: Present document, explain approval workflow, confirm readiness
• 📋 This is the final step - route to Project Brief after approval

EXECUTION PROTOCOLS:

• 🎯 Finalize and present the signoff document
• 💾 Save signoff to docs/1-project-brief/signoff.md
• 📖 Explain the approval workflow
• 🚫 Do not skip the review and adjustment opportunity

CONTEXT BOUNDARIES:

• Available context: Complete signoff document
• Focus: Final review, presentation, and routing
• Limits: Review and finalize only
• Dependencies: step-06a must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Present the Signoff Document

After building the signoff document:

1. Present the signoff: "Your signoff document is ready at docs/1-project-brief/signoff.md."

2. Explain next steps:

   • "Share with stakeholders for approval"
   • "Follow your company's approval workflow"
   • "Get all required signatures"
   • "Once approved, we can proceed to the Project Brief workflow"

3. Ask: "Does everything look good? Any adjustments needed before seeking approval?"

2. Handle Post-Approval

Once signoff document is approved:

• Internal alignment achieved
• Budget/resources committed
• Stakeholders on board
• Ready to proceed to Project Brief

Next: Full Project Brief workflow {project-root}/_bmad/wds/workflows/1-project-brief/workflow.md

3. Update State

Update frontmatter of signoff file with completion status.

4. Present MENU OPTIONS

Display: "Select an Option: [M] Return to Activity Menu"

Menu Handling Logic:

• IF M: Return to {workflowFile} or {activityWorkflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the signoff document is finalized, reviewed, and user is satisfied will you present the return to Activity Menu option.

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🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Signoff document is reviewed and user is satisfied
• Approval workflow and next steps are clearly explained
• Document is saved to correct location
• Route to Project Brief is clear

❌ SYSTEM FAILURE:

• Skipping the review
• Not explaining the approval workflow
• Not saving to correct location
• Not providing clear path to Project Brief

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.