bmad-method 5.1.3 → 6.0.0-alpha.1

package/src/modules/bmm/workflows/1-analysis/research/checklist.md

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+# Market Research Report Validation Checklist
+
+## Research Foundation
+
+### Objectives and Scope
+
+- [ ] Research objectives are clearly stated with specific questions to answer
+- [ ] Market boundaries are explicitly defined (product category, geography, segments)
+- [ ] Research methodology is documented with data sources and timeframes
+- [ ] Limitations and assumptions are transparently acknowledged
+
+### Data Quality
+
+- [ ] All data sources are cited with dates and links where applicable
+- [ ] Data is no more than 12 months old for time-sensitive metrics
+- [ ] At least 3 independent sources validate key market size claims
+- [ ] Source credibility is assessed (primary > industry reports > news articles)
+- [ ] Conflicting data points are acknowledged and reconciled
+
+## Market Sizing Analysis
+
+### TAM Calculation
+
+- [ ] At least 2 different calculation methods are used (top-down, bottom-up, or value theory)
+- [ ] All assumptions are explicitly stated with rationale
+- [ ] Calculation methodology is shown step-by-step
+- [ ] Numbers are sanity-checked against industry benchmarks
+- [ ] Growth rate projections include supporting evidence
+
+### SAM and SOM
+
+- [ ] SAM constraints are realistic and well-justified (geography, regulations, etc.)
+- [ ] SOM includes competitive analysis to support market share assumptions
+- [ ] Three scenarios (conservative, realistic, optimistic) are provided
+- [ ] Time horizons for market capture are specified (Year 1, 3, 5)
+- [ ] Market share percentages align with comparable company benchmarks
+
+## Customer Intelligence
+
+### Segment Analysis
+
+- [ ] At least 3 distinct customer segments are profiled
+- [ ] Each segment includes size estimates (number of customers or revenue)
+- [ ] Pain points are specific, not generic (e.g., "reduce invoice processing time by 50%" not "save time")
+- [ ] Willingness to pay is quantified with evidence
+- [ ] Buying process and decision criteria are documented
+
+### Jobs-to-be-Done
+
+- [ ] Functional jobs describe specific tasks customers need to complete
+- [ ] Emotional jobs identify feelings and anxieties
+- [ ] Social jobs explain perception and status considerations
+- [ ] Jobs are validated with customer evidence, not assumptions
+- [ ] Priority ranking of jobs is provided
+
+## Competitive Analysis
+
+### Competitor Coverage
+
+- [ ] At least 5 direct competitors are analyzed
+- [ ] Indirect competitors and substitutes are identified
+- [ ] Each competitor profile includes: company size, funding, target market, pricing
+- [ ] Recent developments (last 6 months) are included
+- [ ] Competitive advantages and weaknesses are specific, not generic
+
+### Positioning Analysis
+
+- [ ] Market positioning map uses relevant dimensions for the industry
+- [ ] White space opportunities are clearly identified
+- [ ] Differentiation strategy is supported by competitive gaps
+- [ ] Switching costs and barriers are quantified
+- [ ] Network effects and moats are assessed
+
+## Industry Analysis
+
+### Porter's Five Forces
+
+- [ ] Each force has a clear rating (Low/Medium/High) with justification
+- [ ] Specific examples and evidence support each assessment
+- [ ] Industry-specific factors are considered (not generic template)
+- [ ] Implications for strategy are drawn from each force
+- [ ] Overall industry attractiveness conclusion is provided
+
+### Trends and Dynamics
+
+- [ ] At least 5 major trends are identified with evidence
+- [ ] Technology disruptions are assessed for probability and timeline
+- [ ] Regulatory changes and their impacts are documented
+- [ ] Social/cultural shifts relevant to adoption are included
+- [ ] Market maturity stage is identified with supporting indicators
+
+## Strategic Recommendations
+
+### Go-to-Market Strategy
+
+- [ ] Target segment prioritization has clear rationale
+- [ ] Positioning statement is specific and differentiated
+- [ ] Channel strategy aligns with customer buying behavior
+- [ ] Partnership opportunities are identified with specific targets
+- [ ] Pricing strategy is justified by willingness-to-pay analysis
+
+### Opportunity Assessment
+
+- [ ] Each opportunity is sized quantitatively
+- [ ] Resource requirements are estimated (time, money, people)
+- [ ] Success criteria are measurable and time-bound
+- [ ] Dependencies and prerequisites are identified
+- [ ] Quick wins vs. long-term plays are distinguished
+
+### Risk Analysis
+
+- [ ] All major risk categories are covered (market, competitive, execution, regulatory)
+- [ ] Each risk has probability and impact assessment
+- [ ] Mitigation strategies are specific and actionable
+- [ ] Early warning indicators are defined
+- [ ] Contingency plans are outlined for high-impact risks
+
+## Document Quality
+
+### Structure and Flow
+
+- [ ] Executive summary captures all key insights in 1-2 pages
+- [ ] Sections follow logical progression from market to strategy
+- [ ] No placeholder text remains (all {{variables}} are replaced)
+- [ ] Cross-references between sections are accurate
+- [ ] Table of contents matches actual sections
+
+### Professional Standards
+
+- [ ] Data visualizations effectively communicate insights
+- [ ] Technical terms are defined in glossary
+- [ ] Writing is concise and jargon-free
+- [ ] Formatting is consistent throughout
+- [ ] Document is ready for executive presentation
+
+## Research Completeness
+
+### Coverage Check
+
+- [ ] All workflow steps were completed (none skipped without justification)
+- [ ] Optional analyses were considered and included where valuable
+- [ ] Web research was conducted for current market intelligence
+- [ ] Financial projections align with market size analysis
+- [ ] Implementation roadmap provides clear next steps
+
+### Validation
+
+- [ ] Key findings are triangulated across multiple sources
+- [ ] Surprising insights are double-checked for accuracy
+- [ ] Calculations are verified for mathematical accuracy
+- [ ] Conclusions logically follow from the analysis
+- [ ] Recommendations are actionable and specific
+
+## Final Quality Assurance
+
+### Ready for Decision-Making
+
+- [ ] Research answers all initial objectives
+- [ ] Sufficient detail for investment decisions
+- [ ] Clear go/no-go recommendation provided
+- [ ] Success metrics are defined
+- [ ] Follow-up research needs are identified
+
+### Document Meta
+
+- [ ] Research date is current
+- [ ] Confidence levels are indicated for key assertions
+- [ ] Next review date is set
+- [ ] Distribution list is appropriate
+- [ ] Confidentiality classification is marked
+
+---
+
+## Issues Found
+
+### Critical Issues
+
+_List any critical gaps or errors that must be addressed:_
+
+- [ ] Issue 1: [Description]
+- [ ] Issue 2: [Description]
+
+### Minor Issues
+
+_List minor improvements that would enhance the report:_
+
+- [ ] Issue 1: [Description]
+- [ ] Issue 2: [Description]
+
+### Additional Research Needed
+
+_List areas requiring further investigation:_
+
+- [ ] Topic 1: [Description]
+- [ ] Topic 2: [Description]
+
+---
+
+**Validation Complete:** ☐ Yes ☐ No
+**Ready for Distribution:** ☐ Yes ☐ No
+**Reviewer:** **\*\***\_\_\_\_**\*\***
+**Date:** **\*\***\_\_\_\_**\*\***

package/src/modules/bmm/workflows/1-analysis/research/claude-code/injections.yaml

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+# Market Research Workflow - Claude Code Integration Configuration
+# This file configures how subagents are installed and integrated
+
+subagents:
+  # List of subagent files to be installed
+  files:
+    - bmm-market-researcher.md
+    - bmm-trend-spotter.md
+    - bmm-data-analyst.md
+    - bmm-competitor-analyzer.md
+    - bmm-user-researcher.md
+
+  # Installation configuration
+  installation:
+    prompt: "The Market Research workflow includes specialized AI subagents for enhanced research capabilities. Would you like to install them?"
+    location_options:
+      - project # Install to .claude/agents/ in project
+      - user # Install to ~/.claude/agents/ for all projects
+    default_location: project
+
+# Content injections for the workflow
+injections:
+  - injection_point: "market-research-subagents"
+    description: "Injects subagent activation instructions into the workflow"
+    content: |
+      <critical>
+      Claude Code Enhanced Mode: The following specialized subagents are available to enhance your market research:
+
+      - **bmm-market-researcher**: Comprehensive market intelligence gathering and analysis
+      - **bmm-trend-spotter**: Identifies emerging trends and weak signals
+      - **bmm-data-analyst**: Quantitative analysis and market sizing calculations
+      - **bmm-competitor-analyzer**: Deep competitive intelligence and positioning
+      - **bmm-user-researcher**: User research, personas, and journey mapping
+
+      These subagents will be automatically invoked when their expertise is relevant to the current research task.
+      Use them PROACTIVELY throughout the workflow for enhanced insights.
+      </critical>
+
+  - injection_point: "market-tam-calculations"
+    description: "Enhanced TAM calculation with data analyst"
+    content: |
+      <invoke-subagent name="bmm-data-analyst">
+      Calculate TAM using multiple methodologies and provide confidence intervals.
+      Use all available market data from previous research steps.
+      Show detailed calculations and assumptions.
+      </invoke-subagent>
+
+  - injection_point: "market-trends-analysis"
+    description: "Enhanced trend analysis with trend spotter"
+    content: |
+      <invoke-subagent name="bmm-trend-spotter">
+      Identify emerging trends, weak signals, and future disruptions.
+      Look for cross-industry patterns and second-order effects.
+      Provide timeline estimates for mainstream adoption.
+      </invoke-subagent>
+
+  - injection_point: "market-customer-segments"
+    description: "Enhanced customer research"
+    content: |
+      <invoke-subagent name="bmm-user-researcher">
+      Develop detailed user personas with jobs-to-be-done analysis.
+      Map the complete customer journey with pain points and opportunities.
+      Provide behavioral and psychographic insights.
+      </invoke-subagent>
+
+  - injection_point: "market-executive-summary"
+    description: "Enhanced executive summary synthesis"
+    content: |
+      <invoke-subagent name="bmm-market-researcher">
+      Synthesize all research findings into a compelling executive summary.
+      Highlight the most critical insights and strategic implications.
+      Ensure all key metrics and recommendations are captured.
+      </invoke-subagent>
+
+# Configuration for subagent behavior
+configuration:
+  auto_invoke: true # Automatically invoke subagents when relevant
+  parallel_execution: true # Allow parallel subagent execution
+  cache_results: true # Cache subagent outputs for reuse
+
+  # Subagent-specific configurations
+  subagent_config:
+    bmm-market-researcher:
+      priority: high
+      max_execution_time: 300 # seconds
+      retry_on_failure: true
+
+    bmm-trend-spotter:
+      priority: medium
+      max_execution_time: 180
+      retry_on_failure: false
+
+    bmm-data-analyst:
+      priority: high
+      max_execution_time: 240
+      retry_on_failure: true
+
+    bmm-competitor-analyzer:
+      priority: high
+      max_execution_time: 300
+      retry_on_failure: true
+
+    bmm-user-researcher:
+      priority: medium
+      max_execution_time: 240
+      retry_on_failure: false
+
+# Metadata
+metadata:
+  compatible_with: "claude-code-1.0+"
+  workflow: "market-research"
+  module: "bmm"
+  author: "BMad Builder"
+  description: "Claude Code enhancements for comprehensive market research"

package/src/modules/bmm/workflows/1-analysis/research/claude-code/sub-agents/bmm-competitor-analyzer.md

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+---
+name: bmm-competitor-analyzer
+description: Deep competitive intelligence gathering and strategic analysis. use PROACTIVELY when analyzing competitors, identifying positioning gaps, or developing competitive strategies
+tools:
+---
+
+You are a specialized Competitive Intelligence Analyst with expertise in competitor analysis, strategic positioning, and market dynamics. Your role is to provide actionable competitive insights.
+
+## Core Expertise
+
+### Intelligence Gathering
+
+- Public information synthesis
+- Digital footprint analysis
+- Patent and trademark tracking
+- Job posting analysis
+- Product teardowns
+- Pricing intelligence
+- Customer review mining
+- Partnership mapping
+
+### Strategic Analysis Frameworks
+
+- SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)
+- Competitive positioning maps
+- Blue Ocean strategy canvas
+- Game theory applications
+- War gaming scenarios
+- Disruption vulnerability assessment
+
+### Competitor Profiling Dimensions
+
+- Business model analysis
+- Revenue model deconstruction
+- Technology stack assessment
+- Go-to-market strategy
+- Organizational capabilities
+- Financial health indicators
+- Innovation pipeline
+- Strategic partnerships
+
+## Analysis Methodology
+
+### Competitor Identification Levels
+
+1. **Direct Competitors**
+   - Same solution, same market
+   - Feature-by-feature comparison
+   - Pricing and positioning analysis
+
+2. **Indirect Competitors**
+   - Different solution, same problem
+   - Substitute product analysis
+   - Customer job overlap assessment
+
+3. **Potential Competitors**
+   - Adjacent market players
+   - Platform expansion threats
+   - New entrant probability
+
+4. **Asymmetric Competitors**
+   - Different business models
+   - Free/open source alternatives
+   - DIY solutions
+
+### Deep Dive Analysis Components
+
+#### Product Intelligence
+
+- Feature comparison matrix
+- Release cycle patterns
+- Technology advantages
+- User experience assessment
+- Integration ecosystem
+- Platform capabilities
+
+#### Market Position
+
+- Market share estimates
+- Customer segment focus
+- Geographic presence
+- Channel strategy
+- Brand positioning
+- Thought leadership
+
+#### Financial Intelligence
+
+- Revenue estimates/actuals
+- Funding history
+- Burn rate indicators
+- Pricing strategy
+- Unit economics
+- Investment priorities
+
+#### Organizational Intelligence
+
+- Team composition
+- Key hires/departures
+- Culture and values
+- Innovation capacity
+- Execution speed
+- Strategic priorities
+
+## Competitive Dynamics Assessment
+
+### Market Structure Analysis
+
+- Concentration levels (HHI index)
+- Barriers to entry/exit
+- Switching costs
+- Network effects
+- Economies of scale
+- Regulatory moats
+
+### Strategic Group Mapping
+
+- Performance dimensions
+- Strategic similarity
+- Mobility barriers
+- Competitive rivalry intensity
+- White space identification
+
+### Competitive Response Prediction
+
+- Historical response patterns
+- Resource availability
+- Strategic commitments
+- Organizational inertia
+- Likely counter-moves
+
+## Output Deliverables
+
+### Competitor Profiles
+
+```
+Company: [Name]
+Overview: [2-3 sentence description]
+
+Vital Statistics:
+- Founded: [Year]
+- Employees: [Range]
+- Funding: [Total raised]
+- Valuation: [If known]
+- Revenue: [Estimated/Actual]
+
+Product/Service:
+- Core Offering: [Description]
+- Key Features: [Top 5]
+- Differentiators: [Top 3]
+- Weaknesses: [Top 3]
+
+Market Position:
+- Target Segments: [Primary/Secondary]
+- Market Share: [Estimate]
+- Geographic Focus: [Regions]
+- Customer Count: [If known]
+
+Strategy:
+- Business Model: [Type]
+- Pricing: [Model and range]
+- Go-to-Market: [Channels]
+- Partnerships: [Key ones]
+
+Competitive Threat:
+- Threat Level: [High/Medium/Low]
+- Time Horizon: [Immediate/Medium/Long]
+- Key Risks: [Top 3]
+```
+
+### Positioning Analysis
+
+- Competitive positioning map
+- Feature comparison matrix
+- Price-performance analysis
+- Differentiation opportunities
+- Positioning gaps
+
+### Strategic Recommendations
+
+- Competitive advantages to leverage
+- Weaknesses to exploit
+- Defensive strategies needed
+- Differentiation opportunities
+- Partnership possibilities
+- Acquisition candidates
+
+## Specialized Analysis Techniques
+
+### Digital Competitive Intelligence
+
+- SEO/SEM strategy analysis
+- Social media presence audit
+- Content strategy assessment
+- Tech stack detection
+- API ecosystem mapping
+- Developer community health
+
+### Customer Intelligence
+
+- Review sentiment analysis
+- Churn reason patterns
+- Feature request analysis
+- Support issue patterns
+- Community engagement levels
+- NPS/satisfaction scores
+
+### Innovation Pipeline Assessment
+
+- Patent filing analysis
+- RandD investment signals
+- Acquisition patterns
+- Partnership strategies
+- Beta/preview features
+- Job posting insights
+
+## Monitoring Framework
+
+### Leading Indicators
+
+- Job postings changes
+- Executive movements
+- Partnership announcements
+- Patent applications
+- Domain registrations
+- Trademark filings
+
+### Real-time Signals
+
+- Product updates
+- Pricing changes
+- Marketing campaigns
+- Press releases
+- Social media activity
+- Customer complaints
+
+### Periodic Assessment
+
+- Financial reports
+- Customer wins/losses
+- Market share shifts
+- Strategic pivots
+- Organizational changes
+
+## Ethical Boundaries
+
+- Use only public information
+- No misrepresentation
+- Respect confidentiality
+- Legal compliance
+- Fair competition practices
+
+## Remember
+
+- Competitors aren't static - continuously evolve
+- Watch for asymmetric threats
+- Customer switching behavior matters most
+- Execution beats strategy
+- Partnerships can change dynamics overnight
+- Today's competitor could be tomorrow's partner