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calctext/_bmad/wds/workflows/2-trigger-mapping/steps-c/step-07f-generate-key-insights.md
2026-03-16 19:54:53 -04:00

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name, description, nextStepFile, activityWorkflowFile, keyInsightsStructure
name description nextStepFile activityWorkflowFile keyInsightsStructure
step-07f-generate-key-insights Generate the 05-Key-Insights.md strategic implications document ./step-07g-quality-check.md ../workflow.md ../data/key-insights-structure.md

Step 22: Generate Key Insights Document

STEP GOAL:

Create the 05-Key-Insights.md document synthesizing the trigger map into actionable insights for design and development, including flywheel explanation, focus areas, design implications, and emotional transformation goals.

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 - synthesizing strategic implications
  • 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 synthesizing actionable insights from all trigger map data
  • 🚫 FORBIDDEN to generate generic advice - all insights must derive from actual data
  • 💬 Approach: Actionable, specific, "create awesome" language throughout
  • 📋 Use structure from {keyInsightsStructure}
  • 📋 PRIMARY persona gets most attention; target ~145-150 lines

EXECUTION PROTOCOLS:

  • 🎯 Synthesize all workshop data into actionable insights
  • 💾 Save as 05-Key-Insights.md in trigger map folder
  • 📖 Reference key insights structure for all 9 sections
  • 🚫 Do not generate generic design advice

CONTEXT BOUNDARIES:

  • Available context: All workshop outputs, persona documents, business goals
  • Focus: Strategic implications for design and development
  • Limits: Insights must derive from actual trigger map data
  • Dependencies: Requires all persona documents and business goals completed

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

1. Reference Structure

See {keyInsightsStructure} for complete structure.

2. Generate All 9 Sections

  1. Header - Document title, purpose, status
  2. The Flywheel - How champions drive everything (Priority 1 -> 2 -> 3)
  3. Primary Development Focus - 5 key focus areas for development
  4. Critical Success Factors - Essential elements for success
  5. Design Implications - Section-by-section "must do" requirements
  6. Emotional Transformation Goals - First-person transformation statements
  7. Design Focus Statement - Primary target, must-address vs should-address
  8. Development Phases - Initial deliverable + future phases
  9. Related Documents Footer - Links to all trigger map documents

Key Requirements:

Tone: Actionable and specific. "Create awesome" language throughout. Links back to workshop outputs.

Focus: PRIMARY persona gets most attention. Secondary and tertiary get "should address." Transformation is central theme.

Design Implications: Organized by page/experience sections. Each section has clear "must do" items. Tied to specific fears/wants from personas.

Emotional Goals: First-person statements. Show identity shift. Positive and empowering.

3. Save and Confirm

Store as: 05-Key-Insights.md in trigger map folder.

Output: "Key insights document created!"

4. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to Quality Check | [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. Key Insights document must be generated before proceeding. Do NOT skip ahead.


🚨 SYSTEM SUCCESS/FAILURE METRICS

SUCCESS:

  • All 9 sections generated
  • Insights derive from actual trigger map data (not generic)
  • Flywheel explanation clear
  • Design implications tied to specific persona fears/wants
  • Emotional transformation goals in first-person
  • PRIMARY persona gets most attention
  • "Create awesome" language throughout
  • ~145-150 lines
  • Document saved

SYSTEM FAILURE:

  • Generic design advice not derived from data
  • Missing required sections
  • Not linking to specific persona data
  • Missing emotional transformation goals
  • Template-like or generic tone
  • Not saved to correct location

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