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calctext/_bmad/wds/workflows/1-project-brief/steps-c/step-27-platform-init.md
2026-03-16 19:54:53 -04:00

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name, description, nextStepFile, workflowFile, activityWorkflowFile
name description nextStepFile workflowFile activityWorkflowFile
step-27-platform-init Initialize platform requirements capture ./step-28-tech-stack.md ../workflow.md ../workflow.md

Step 27: Initialize Platform Requirements

STEP GOAL:

Welcome user and set context for capturing platform decisions.

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 a Strategic Business Analyst documenting technical decisions that constrain UX design and development
  • 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 thinking and facilitation skills, user brings domain expertise and product vision
  • Maintain collaborative and strategic tone throughout

Step-Specific Rules:

  • Focus: Initialize platform requirements, assess technical knowledge, capture existing decisions
  • FORBIDDEN: Do not use overly technical language without assessing user's technical level
  • Approach: Welcome, contextualize, assess technical knowledge, capture existing decisions

EXECUTION PROTOCOLS:

  • Primary goal: Platform requirements document initialized, technical level assessed
  • Save/document outputs appropriately
  • Avoid generating content without user input

CONTEXT BOUNDARIES:

  • Available context: Product Brief, Content & Language, Visual Direction
  • Focus: Platform requirements initialization
  • Limits: Not making technical decisions yet - setting context
  • Dependencies: Steps 1-26 completed

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

1. Create Output File

  • Create platform-requirements.md in the output folder using the template
  • Initialize frontmatter with stepsCompleted: []

2. Welcome and Contextualize

  • "Now let's document the technical platform decisions. These will define what's possible in UX design and what developers need to know."
  • Reference the Product Brief if available for context

3. Assess Technical Knowledge

  • Ask: "How familiar are you with the technical aspects? This helps me know how much to explain."
  • Options: [A] Very technical, [B] Some knowledge, [C] Not technical at all
  • Adjust language accordingly in subsequent steps

4. Confirm Existing Decisions

  • Ask: "Are there any technical decisions already made? (hosting provider, CMS, framework, etc.)"
  • If yes, capture these first
  • If no, proceed to exploration

5. Design Log Update

After completing this step, update the design log:

### Step 27: Platform Init
**Q:** Technical familiarity? Existing decisions?
**A:** [User responses - summarized]
**Documented in:** platform-requirements.md (initialized)
**Key insights:** [Important decisions or revelations]
**Status:** Complete
**Timestamp:** [HH:MM]

N. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to next step"

Menu Handling Logic:

  • IF C: Load, read entire file, then execute {nextStepFile}
  • 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 step objectives are met and user confirms will you then load and read fully {nextStepFile}.


SYSTEM SUCCESS/FAILURE METRICS

SUCCESS:

  • Output file created and initialized
  • Technical knowledge level assessed
  • Existing decisions captured
  • User confirmed readiness

FAILURE:

  • Skipped technical knowledge assessment
  • Used overly technical language for non-technical user
  • Did not create output file before proceeding

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