calctext/_bmad/wds/workflows/0-alignment-signoff/workflow.md

name, description, web_bundle

name	description	web_bundle
alignment-signoff	Create alignment around your idea before starting the project	true

Alignment & Signoff Workflow

Purpose: Create alignment around your idea before starting the project

When to Use:

• ✅ Use Alignment & Signoff if you need alignment with others:

  • Consultant proposing a solution to a client
  • Business hiring consultants/suppliers to build software
  • Manager/employee seeking approval for an internal project
  • Any scenario where stakeholders need to agree before starting

• ⏭️ Skip Alignment & Signoff if you're doing it yourself:

  • You have full autonomy and don't need approval
  • Go straight to the Project Brief workflow

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WORKFLOW ARCHITECTURE

Step Processing Rules

1. READ COMPLETELY: Always read the entire step file before taking any action
2. FOLLOW SEQUENCE: Execute all sections in order within a step
3. WAIT FOR INPUT: Halt at decision points and wait for user
4. LOAD NEXT: When directed, load and execute the next step

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INITIALIZATION

1. Configuration Loading

Load and read full config from {project-root}/_bmad/wds/config.yaml and resolve:

• project_name, output_folder, user_name, communication_language

2. Design Log

Read {output_folder}/_progress/00-design-log.md. Check Current and Backlog for context.

3. Start

Load and execute ./steps-c/step-01a-understand-situation.md

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STEPS

Phase 1: Start & Understand (step-01*)

Step	Name	Purpose
01a	Understand Situation	Assess what the user needs
01b	Determine If Needed	Check if alignment workflow is appropriate
01c	Offer Extract	Offer to extract from existing communications
01d	Extract Info	Pull information from shared documents
01e	Detect Starting Point	Route to appropriate explore section

Phase 2: Explore Sections (step-02*)

Explore 10 alignment document sections (flexible order):

Step	Section	Topic
02a	1	The Realization
02b	-	The Solution
02c	2	Why It Matters
02d	3	How We See It Working
02e	4	Paths We Explored
02f	5	Recommended Solution
02g	6	The Path Forward
02h	7	The Value We'll Create
02i	8	Cost of Inaction
02j	9	Our Commitment
02k	10	Summary

Phase 3: Synthesize & Present (step-03*)

Step	Name	Purpose
03a	Reflect Back	Synthesize understanding, confirm
03b	Synthesize Document	Create alignment document
03d	Present for Approval	Share with stakeholders

Phase 4: Generate Signoff (step-04*)

Step	Name	Purpose
04a	Offer Signoff	Present signoff options
04b	Determine Business Model	Route to appropriate signoff type

Phase 5: Build Contract (step-05*)

Step	Section	Topic
05a	1	Project Overview
05b	2	Business Model
05c	3	Scope of Work
05d	4	Payment Terms
05e	5	Timeline
05f	6	Availability
05g	7	Confidentiality
05h	8	Not to Exceed
05i	9	Work Initiation
05j	10	Terms and Conditions
05k	11	Approval
05l	-	Finalize Contract

Phase 6: Build Internal Signoff (step-06*)

Step	Name	Purpose
06a	Build Internal Signoff	Create internal approval document
06b	Finalize Signoff	Complete and save

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REFERENCE CONTENT

Location	Purpose
data/01-start-understand-routing.md	Start & understand routing
data/02-explore-sections-routing.md	Explore section frameworks
data/03-synthesize-present-routing.md	Synthesize & present routing
data/04-generate-signoff-routing.md	Signoff generation routing
data/05-build-contract-routing.md	Contract building routing
data/06-build-signoff-internal-routing.md	Internal signoff routing

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OUTPUT

• Alignment Document: {output_folder}/A-Product-Brief/pitch.md
• Signoff Document: {output_folder}/A-Product-Brief/contract.md (or service-agreement.md or signoff.md)

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AFTER COMPLETION

1. Update design log
2. Proceed to Project Brief workflow: → {project-root}/_bmad/wds/workflows/1-project-brief/workflow.md