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calctext/_bmad/wds/workflows/0-alignment-signoff/steps-c/step-05e-contract-timeline.md
2026-03-16 19:54:53 -04:00

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name, description, nextStepFile, workflowFile
name description nextStepFile workflowFile
step-05e-contract-timeline Build Section 5 Timeline with milestones and delivery dates ./step-05f-contract-availability.md ../workflow.md

Step 27: Build Section 5 - Timeline

STEP GOAL:

Build the Timeline section defining when work will happen, key milestones, and delivery dates.

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 building the Timeline section
  • 🚫 FORBIDDEN to invent deadlines without user input
  • 💬 Approach: Extract from alignment document and gather specifics
  • 📋 Sets expectations for delivery dates

EXECUTION PROTOCOLS:

  • 🎯 Build Timeline with milestones and dates
  • 💾 Add to contract document
  • 📖 Extract from Work Plan or Investment Required from alignment document
  • 🚫 Do not create fictional timelines

CONTEXT BOUNDARIES:

  • Available context: Alignment document, business model, contract sections 1-4
  • Focus: Contract Section 5 - Timeline
  • Limits: Timeline content only
  • Dependencies: step-05d must be completed

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

1. Build Section 5: Timeline

Section 5: Timeline

Background: When work will happen

What it does: Defines schedule and milestones

Purpose: Sets expectations for delivery dates

Content: Extract from Work Plan or Investment Required from alignment document

What to include:

  • Key milestones
  • Delivery dates
  • Critical deadlines

2. Route Based on Business Model

If Retainer model: Continue to step-05f-contract-availability.md (availability section applies) If not Retainer: Continue to step-05g-contract-confidentiality.md (skip availability)

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-05f-contract-availability (or step-05g if not Retainer)"

Menu Handling Logic:

  • IF C: Load, read entire file, then execute {nextStepFile} (or step-05g if not Retainer)
  • IF M: Return to {workflowFile}
  • 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
  • ONLY proceed to next step when user selects 'C'
  • User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the Timeline section is built and confirmed will you then load and read fully {nextStepFile} to execute and begin the next step.


🚨 SYSTEM SUCCESS/FAILURE METRICS

SUCCESS:

  • Key milestones and delivery dates are captured
  • Timeline is realistic and agreed upon
  • Correct routing based on business model

SYSTEM FAILURE:

  • Inventing deadlines without user input
  • Not routing correctly based on business model
  • Skipping milestone definition

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