calctext/_bmad/wds/workflows/2-trigger-mapping/steps-c/step-03-target-groups.md

name, description, nextStepFile, activityWorkflowFile

name	description	nextStepFile	activityWorkflowFile
step-03-target-groups	Workshop 2: Identify target groups and build detailed personas	./step-04-driving-forces.md	../workflow.md

Step 9: Workshop 2 - Target Groups

STEP GOAL:

Facilitate Workshop 2 to identify the most critical user groups, narrow to 2-4 focus groups, and build rich narrative personas with psychological depth for each.

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 Saga the Analyst - building empathy through understanding
• ✅ 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 structured facilitation and pattern recognition, user brings business knowledge and user insight
• ✅ Work together as equals in a partnership, not a client-vendor relationship

Step-Specific Rules:

• 🎯 Focus on identifying user groups and building narrative personas
• 🚫 FORBIDDEN to create personas without user input or skip persona depth
• 💬 Approach: Help user think about WHO will drive their objectives through product usage
• 📋 Narrow to 2-4 primary target groups
• 📋 Build narrative personas, not just bullet points - give them names, make them feel real

EXECUTION PROTOCOLS:

• 🎯 Link target groups back to objectives
• 💾 Store target_groups and personas
• 📖 Help distinguish similar groups and build psychological depth
• 🚫 Do not proceed until personas feel real and complete

CONTEXT BOUNDARIES:

• Available context: Vision, objectives from Workshop 1
• Focus: User group identification and persona creation
• Limits: Maximum 2-4 groups - help prioritize if more identified
• Dependencies: Requires completed Workshop 1 with confirmed objectives

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

1. Introduce Workshop

Output: "Workshop 2: Target Groups

Now we identify the people who matter most to achieving your goals.

We'll create:

• A list of user groups
• Rich descriptions (personas)
• Understanding of their context"

2. Identify User Groups

Present objectives as context.

Ask: "Who needs to use your product for you to achieve these goals?

For your business to succeed, the product needs to be used in the intended way by real people. Think about:

• Who out there in the world, by using your product, will make these business goals happen?
• Primary users - Who uses it directly and regularly?
• Influencers - Who affects whether others adopt it?
• Decision makers - Who chooses to buy/use it?

List the types of people that come to mind."

Capture each group mentioned. Ask clarifying questions to distinguish similar groups.

Store target_groups_raw.

3. Select Focus Groups

Present all mentioned groups.

Ask: "Which 2-4 groups are most critical to your success?

Consider:

• Who has the most influence on your objectives?
• Who, if delighted, would drive the others?
• Where is the biggest opportunity?"

Help narrow to 2-4 primary target groups.

Store target_groups.

4. Build Personas

Output: "Let's bring each group to life. We'll create a persona for each."

For each target group, ask: "Let's explore: {{current_group}}

1. Who are they? (role, demographics, situation)
2. What's their day like? (context, responsibilities)
3. What are they trying to achieve? (goals)
4. What frustrates them? (pain points)
5. How do they solve this problem today? (current behavior)"

Build a narrative persona, not just bullet points. Give them a name and make them feel real.

Present each persona and ask: "Does this feel like a real person you'd design for? Any adjustments?"

Repeat for each target group.

Store personas.

5. Present Workshop Summary

Output: "Workshop 2 Complete!

Your Target Groups: {{#each personas}}

• {{this.name}} - {{this.summary}} {{/each}}

These are the people we're designing for. Next, we'll explore what drives them - both toward and away from solutions."

Store target_groups and personas for next workshop.

6. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to Driving Forces Workshop | [M] Return to Activity Menu"

Menu Handling Logic:

• IF C: Load and execute {nextStepFile}
• IF M: Return to {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 user selects [C] will you load the next step file. Personas must feel real and complete before proceeding.

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🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• User groups identified from user input
• Narrowed to 2-4 focus groups with reasoning
• Narrative personas created for each group (not just bullet points)
• Personas have names and feel like real people
• Psychological depth: context, goals, frustrations, current behavior
• User confirmed each persona feels real
• Results stored for subsequent workshops

❌ SYSTEM FAILURE:

• Creating personas without user input
• Having more than 4 groups without narrowing
• Bullet-point personas without narrative depth
• Missing context, goals, or frustrations
• Personas that feel generic or template-like
• Proceeding without user confirmation on personas

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