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calctext/_bmad/wds/workflows/1-project-brief/steps-c/step-34-create-summary.md
2026-03-16 19:54:53 -04:00

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name, description, nextStepFile, workflowFile, activityWorkflowFile
name description nextStepFile workflowFile activityWorkflowFile
step-34-create-summary Create handover summary for Phase 2 ./step-35-update-design-log.md ../workflow.md ../workflow.md

Step 34: Create Handover Summary

STEP GOAL:

Create a concise summary of the product brief for Phase 2 handover.

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 preparing the handover package for Phase 2
  • 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: Concise handover summary with vision, audience, differentiator, success metric, positioning
  • FORBIDDEN: Do not skip explaining what Phase 2 will do
  • Approach: Present summary, explain next phase

EXECUTION PROTOCOLS:

  • Primary goal: Handover package presented to user
  • Save/document outputs appropriately
  • Avoid generating content without user input

CONTEXT BOUNDARIES:

  • Available context: Analysis from step 33
  • Focus: Creating handover summary
  • Limits: Summary, not new analysis
  • Dependencies: Step 33 completed

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

1. Present Handover Package

Handover Package Ready

Product Brief Summary:

Vision: [vision_statement]

Primary Audience: [primary_users]

Key Differentiator: [differentiator]

Top Success Metric: [top_metric]

Positioning: [positioning_summary]

2. Explain What Comes Next

What Saga Will Do Next:

Saga the Analyst will facilitate Trigger Mapping to connect your business goals to user psychology.

Through 5 focused workshops, you'll explore:

  • WHY users engage with your product
  • WHAT motivates them (positive drivers)
  • WHAT they want to avoid (negative drivers)
  • WHICH features matter most

This creates a strategic foundation that ensures every design decision serves both business goals and user needs.

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:

  • Concise handover summary created
  • All key elements included
  • Phase 2 explanation provided
  • User confirmed understanding

FAILURE:

  • Skipped explaining Phase 2
  • Summary missing key elements
  • Generated without user acknowledgment

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