bmad-method 6.0.0-alpha.2 → 6.0.0-alpha.20

package/src/modules/bmm/workflows/2-plan-workflows/prd/steps/step-04-journeys.md

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+---
+name: 'step-04-journeys'
+description: 'Map ALL user types that interact with the system with narrative story-based journeys'
+
+# Path Definitions
+workflow_path: '{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd'
+
+# File References
+thisStepFile: '{workflow_path}/steps/step-04-journeys.md'
+nextStepFile: '{workflow_path}/steps/step-05-domain.md'
+workflowFile: '{workflow_path}/workflow.md'
+outputFile: '{output_folder}/prd.md'
+
+# Task References
+advancedElicitationTask: '{project-root}/_bmad/core/tasks/advanced-elicitation.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Step 4: User Journey Mapping
+
+**Progress: Step 4 of 11** - Next: Domain Requirements
+
+## MANDATORY EXECUTION RULES (READ FIRST):
+
+- 🛑 NEVER generate content without user input
+
+- 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete decisions
+- 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read and understood before proceeding
+- ✅ ALWAYS treat this as collaborative discovery between PM peers
+- 📋 YOU ARE A FACILITATOR, not a content generator
+- 💬 FOCUS on mapping ALL user types that interact with the system
+- 🎯 CRITICAL: No journey = no functional requirements = product doesn't exist
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Show your analysis before taking any action
+- ⚠️ Present A/P/C menu after generating journey content
+- 💾 ONLY save when user chooses C (Continue)
+- 📖 Update frontmatter `stepsCompleted: [1, 2, 3, 4]` before loading next step
+- 🚫 FORBIDDEN to load next step until C is selected
+
+## COLLABORATION MENUS (A/P/C):
+
+This step will generate content and present choices:
+
+- **A (Advanced Elicitation)**: Use discovery protocols to develop deeper journey insights
+- **P (Party Mode)**: Bring multiple perspectives to map comprehensive user journeys
+- **C (Continue)**: Save the content to the document and proceed to next step
+
+## PROTOCOL INTEGRATION:
+
+- When 'A' selected: Execute {project-root}/_bmad/core/tasks/advanced-elicitation.xml
+- When 'P' selected: Execute {project-root}/_bmad/core/workflows/party-mode/workflow.md
+- PROTOCOLS always return to this step's A/P/C menu
+- User accepts/rejects protocol changes before proceeding
+
+## CONTEXT BOUNDARIES:
+
+- Current document and frontmatter from previous steps are available
+- Success criteria and scope already defined
+- Input documents from step-01 are available (product briefs with user personas)
+- Every human interaction with the system needs a journey
+
+## YOUR TASK:
+
+Create compelling narrative user journeys that leverage existing personas from product briefs and identify additional user types needed for comprehensive coverage.
+
+## JOURNEY MAPPING SEQUENCE:
+
+### 1. Leverage Existing Users & Identify Additional Types
+
+**Check Input Documents for Existing Personas:**
+Analyze product brief, research, and brainstorming documents for user personas already defined.
+
+**If User Personas Exist in Input Documents:**
+"I found some fantastic user personas in your product brief! Let me introduce them and see if we need to expand our cast of characters.
+
+**From your brief:**
+{{extracted_personas_from_brief_with_details}}
+
+These are great starting points! Their stories already give us insight into what they need from {{project_name}}.
+
+**Beyond your identified users, who else touches this system?**
+Based on your product type and scope, we might need:
+
+{{suggest_additional_user_types_based_on_project_context}}
+
+What additional user types should we consider for this product?"
+
+**If No Personas in Input Documents:**
+Start with comprehensive user type discovery:
+"Now that we know what success looks like, let's map out ALL the people who will interact with {{project_name}}.
+
+**Beyond primary users, who else touches this system?**
+Consider:
+
+- End users (the primary focus)
+- Admins - manage users, settings, content
+- Moderators - review flagged content, enforce rules
+- Support staff - help users, investigate issues
+- API consumers - if dev tool or platform
+- Internal ops - analytics, monitoring, billing
+
+What user types should we map for this product?"
+
+### 2. Create Narrative Story-Based Journeys
+
+For each user type, create compelling narrative journeys that tell their story:
+
+#### Narrative Journey Creation Process:
+
+**If Using Existing Persona from Input Documents:**
+"Let's tell {{persona_name}}'s story with {{project_name}}.
+
+**Their Story So Far:**
+{{persona_backstory_from_brief}}
+
+**How {{project_name}} Changes Their Life:**
+{{how_product_helps_them}}
+
+Let's craft their journey narrative - where do we meet them in their story, and how does {{project_name}} help them write their next chapter?"
+
+**If Creating New Persona:**
+"Let's bring this user type to life with a compelling story.
+
+**Creating Their Character:**
+
+- **Name**: Give them a realistic name and personality
+- **Situation**: What's happening in their life/work that creates the need?
+- **Goal**: What do they desperately want to achieve?
+- **Obstacle**: What's standing in their way right now?
+
+**How {{project_name}} Becomes Their Solution:**
+{{how_product_solves_their_story}}
+
+Now let's map their journey narrative."
+
+**Story-Based Journey Mapping:**
+
+"Let's craft this as a story with our hero (the user) facing challenges and finding solutions through {{project_name}}:
+
+**Story Structure:**
+
+- **Opening Scene**: Where and how do we meet them? What's their current pain?
+- **Rising Action**: What steps do they take? What do they discover?
+- **Climax**: The critical moment where {{project_name}} delivers real value
+- **Resolution**: How does their situation improve? What's their new reality?
+
+**Use This Narrative Format such as this example:**
+
+```markdown
+**Journey 1: Maria Santos - Reclaiming Her Creative Time**
+Maria is a freelance graphic designer who loves creating beautiful logos but spends hours every week managing client projects, sending invoices, and chasing payments. She feels like she's running a small business instead of doing what she loves. Late one night, while searching for invoicing tools, she discovers CreativeFlow and decides to give it a try.
+
+The next morning, instead of her usual 30-minute project management routine, she spends 5 minutes setting up her first client in CreativeFlow. The system automatically generates a professional invoice and even suggests follow-up emails based on her communication patterns. When a client asks for a project update, Maria can share a beautiful progress link instead of digging through emails.
+
+The breakthrough comes when she lands a major corporate client who's impressed by her "organized and professional" project setup. Six months later, Maria has doubled her client base and spends 80% of her time actually designing - exactly what she always wanted.
+```
+
+### 3. Guide Journey Exploration
+
+For each journey, facilitate detailed exploration:
+
+- "What happens at each step specifically?"
+- "What could go wrong here? What's the recovery path?"
+- "What information do they need to see/hear?"
+- "What's their emotional state at each point?"
+- "Where does this journey succeed or fail?"
+
+### 4. Connect Journeys to Requirements
+
+After each journey, explicitly state:
+"This journey reveals requirements for:
+
+- List specific capability areas (e.g., onboarding, meal planning, admin dashboard)
+- Help user see how different journeys create different feature sets"
+
+### 5. Aim for Comprehensive Coverage
+
+Guide toward complete journey set:
+
+- **Primary user** - happy path (core experience)
+- **Primary user** - edge case (different goal, error recovery)
+- **Secondary user** (admin, moderator, support, etc.)
+- **API consumer** (if applicable)
+
+Ask: "Another journey? We should cover [suggest uncovered user type]"
+
+### 6. Generate User Journey Content
+
+Prepare the content to append to the document:
+
+#### Content Structure:
+
+When saving to document, append these Level 2 and Level 3 sections:
+
+```markdown
+## User Journeys
+
+[All journey narratives based on conversation]
+
+### Journey Requirements Summary
+
+[Summary of capabilities revealed by journeys based on conversation]
+```
+
+### 7. Present Content and Menu
+
+Show the generated journey content and present choices:
+"I've mapped out the user journeys based on our conversation. Each journey reveals different capabilities needed for {{project_name}}.
+
+**Here's what I'll add to the document:**
+
+[Show the complete markdown content from step 6]
+
+**What would you like to do?**
+[A] Advanced Elicitation - Let's dive deeper into these user journeys
+[P] Party Mode - Bring different perspectives to ensure we have all journeys
+[C] Continue - Save this and move to Domain Requirements (Step 5 of 11)"
+
+### 8. Handle Menu Selection
+
+#### If 'A' (Advanced Elicitation):
+
+- Execute {project-root}/_bmad/core/tasks/advanced-elicitation.xml with the current journey content
+- Process the enhanced journey insights that come back
+- Ask user: "Accept these improvements to the user journeys? (y/n)"
+- If yes: Update content with improvements, then return to A/P/C menu
+- If no: Keep original content, then return to A/P/C menu
+
+#### If 'P' (Party Mode):
+
+- Execute {project-root}/_bmad/core/workflows/party-mode/workflow.md with the current journeys
+- Process the collaborative journey improvements and additions
+- Ask user: "Accept these changes to the user journeys? (y/n)"
+- If yes: Update content with improvements, then return to A/P/C menu
+- If no: Keep original content, then return to A/P/C menu
+
+#### If 'C' (Continue):
+
+- Append the final content to `{output_folder}/prd.md`
+- Update frontmatter: `stepsCompleted: [1, 2, 3, 4]`
+- Load `{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd/steps/step-05-domain.md` (or determine if step is optional based on domain complexity)
+
+## APPEND TO DOCUMENT:
+
+When user selects 'C', append the content directly to the document using the structure from step 6.
+
+## SUCCESS METRICS:
+
+✅ Existing personas from product briefs leveraged when available
+✅ All user types identified (not just primary users)
+✅ Rich narrative storytelling for each persona and journey
+✅ Complete story-based journey mapping with emotional arc
+✅ Journey requirements clearly connected to capabilities needed
+✅ Minimum 3-4 compelling narrative journeys covering different user types
+✅ A/P/C menu presented and handled correctly
+✅ Content properly appended to document when C selected
+
+## FAILURE MODES:
+
+❌ Ignoring existing personas from product briefs
+❌ Only mapping primary user journeys and missing secondary users
+❌ Creating generic journeys without rich persona details and narrative
+❌ Missing emotional storytelling elements that make journeys compelling
+❌ Missing critical decision points and failure scenarios
+❌ Not connecting journeys to required capabilities
+❌ Not having enough journey diversity (admin, support, API, etc.)
+❌ Not presenting A/P/C menu after content generation
+❌ Appending content without user selecting 'C'
+
+❌ **CRITICAL**: Reading only partial step file - leads to incomplete understanding and poor decisions
+❌ **CRITICAL**: Proceeding with 'C' without fully reading and understanding the next step file
+❌ **CRITICAL**: Making decisions without complete understanding of step requirements and protocols
+
+## JOURNEY TYPES TO ENSURE:
+
+**Minimum Coverage:**
+
+1. **Primary User - Success Path**: Core experience journey
+2. **Primary User - Edge Case**: Error recovery, alternative goals
+3. **Admin/Operations User**: Management, configuration, monitoring
+4. **Support/Troubleshooting**: Help, investigation, issue resolution
+5. **API/Integration** (if applicable): Developer/technical user journey
+
+## NEXT STEP:
+
+After user selects 'C' and content is saved to document, load `./step-05-domain.md`.
+
+Remember: Do NOT proceed to step-05 until user explicitly selects 'C' from the A/P/C menu and content is saved!

package/src/modules/bmm/workflows/2-plan-workflows/prd/steps/step-05-domain.md

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+---
+name: 'step-05-domain'
+description: 'Explore domain-specific requirements for complex domains (optional step)'
+
+# Path Definitions
+workflow_path: '{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd'
+
+# File References
+thisStepFile: '{workflow_path}/steps/step-05-domain.md'
+nextStepFile: '{workflow_path}/steps/step-06-innovation.md'
+workflowFile: '{workflow_path}/workflow.md'
+outputFile: '{output_folder}/prd.md'
+
+# Data Files
+domainComplexityCSV: '{workflow_path}/domain-complexity.csv'
+
+# Task References
+advancedElicitationTask: '{project-root}/_bmad/core/tasks/advanced-elicitation.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Step 5: Domain-Specific Exploration
+
+**Progress: Step 5 of 11** - Next: Innovation Focus
+
+## MANDATORY EXECUTION RULES (READ FIRST):
+
+- 🛑 NEVER generate content without user input
+
+- 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete decisions
+- 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read and understood before proceeding
+- ✅ ALWAYS treat this as collaborative discovery between PM peers
+- 📋 YOU ARE A FACILITATOR, not a content generator
+- 💬 FOCUS on domain-specific requirements and compliance needs
+- 🎯 OPTIONAL STEP: Only proceed if complexity_level = "high" from step-02
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Show your analysis before taking any action
+- ⚠️ Present A/P/C menu after generating domain content
+- 💾 ONLY save when user chooses C (Continue)
+- 📖 Update frontmatter `stepsCompleted: [1, 2, 3, 4, 5]` before loading next step
+- 🚫 FORBIDDEN to load next step until C is selected
+
+## COLLABORATION MENUS (A/P/C):
+
+This step will generate content and present choices:
+
+- **A (Advanced Elicitation)**: Use discovery protocols to develop deeper domain insights
+- **P (Party Mode)**: Bring domain expertise perspectives to explore requirements
+- **C (Continue)**: Save the content to the document and proceed to next step
+
+## PROTOCOL INTEGRATION:
+
+- When 'A' selected: Execute {project-root}/_bmad/core/tasks/advanced-elicitation.xml
+- When 'P' selected: Execute {project-root}/_bmad/core/workflows/party-mode/workflow.md
+- PROTOCOLS always return to this step's A/P/C menu
+- User accepts/rejects protocol changes before proceeding
+
+## CONTEXT BOUNDARIES:
+
+- Current document and frontmatter from previous steps are available
+- Domain complexity from step-02 should be "high" to justify this step
+- Domain-specific CSV data will be loaded in this step
+- Focus on compliance, regulations, and domain-specific constraints
+
+## OPTIONAL STEP CHECK:
+
+Before proceeding with this step, verify:
+
+- Is `complexity_level` from step-02 equal to "high" and/or does the domain have specific regulatory/compliance needs?
+- Would domain exploration significantly impact the product requirements?
+
+If NO to these questions, skip this step and load `{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd/steps/step-06-innovation.md`.
+
+## YOUR TASK:
+
+Explore domain-specific requirements for complex domains that need specialized compliance, regulatory, or industry-specific considerations.
+
+## DOMAIN EXPLORATION SEQUENCE:
+
+### 1. Load Domain Configuration Data
+
+Load domain-specific configuration for complex domains:
+
+- Load `{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd/domain-complexity.csv` completely
+- Find the row where `domain` matches the detected domain from step-02
+- Extract these columns:
+  - `key_concerns` (semicolon-separated list)
+  - `required_knowledge` (domain expertise needed)
+  - `web_searches` (suggested research queries)
+  - `special_sections` (domain-specific sections to document)
+
+### 2. Present Domain Complexity Context
+
+Start by explaining why this step is needed:
+"Since {{project_name}} is in the {domain} domain with high complexity, we need to explore domain-specific requirements.
+
+**Key Concerns for {domain}:**
+[List the key_concerns from CSV]
+
+This step will help us understand regulatory requirements, compliance needs, and industry-specific constraints that will shape our product."
+
+### 3. Explore Domain-Specific Requirements
+
+For each concern in `key_concerns` from the CSV:
+
+#### Domain Concern Exploration:
+
+- Ask the user about their approach to this concern
+- Discuss implications for the product design and requirements
+- Document specific requirements, constraints, and compliance needs
+
+**Example for Healthcare Domain:**
+If key_concerns = "FDA approval;Clinical validation;HIPAA compliance;Patient safety;Medical device classification;Liability"
+
+Ask about each:
+
+- "Will this product require FDA approval? What classification?"
+- "How will you validate clinical accuracy and safety?"
+- "What HIPAA compliance measures are needed?"
+- "What patient safety protocols must be in place?"
+- "What liability considerations affect the design?"
+
+### 4. Synthesize Domain Requirements
+
+Based on the conversation, synthesize domain requirements that will shape everything:
+
+#### Categories to Document:
+
+- **Regulatory requirements** (from key_concerns)
+- **Compliance needs** (from key_concerns)
+- **Industry standards** (from required_knowledge)
+- **Safety/risk factors** (from key_concerns)
+- **Required validations** (from key_concerns)
+- **Special expertise needed** (from required_knowledge)
+
+Explain how these inform:
+
+- What features are mandatory
+- What NFRs are critical
+- How to sequence development
+- What validation is required
+
+### 5. Generate Domain-Specific Content
+
+Prepare the content to append to the document:
+
+#### Content Structure:
+
+When saving to document, append these Level 2 and Level 3 sections:
+
+```markdown
+## Domain-Specific Requirements
+
+### [Domain Name] Compliance & Regulatory Overview
+
+[Domain context summary based on conversation]
+
+### Key Domain Concerns
+
+[Key concerns addressed based on conversation]
+
+### Compliance Requirements
+
+[Compliance requirements based on conversation]
+
+### Industry Standards & Best Practices
+
+[Industry standards based on conversation]
+
+### Required Expertise & Validation
+
+[Required knowledge and validation based on conversation]
+
+### Implementation Considerations
+
+[Implementation implications based on conversation]
+```
+
+### 6. Handle Special Sections
+
+Parse `special_sections` list from the matched CSV row. For each section name, generate corresponding subsections:
+
+**Example mappings from CSV:**
+
+- "clinical_requirements" → Add clinical validation requirements
+- "regulatory_pathway" → Document approval pathway timeline
+- "safety_measures" → Specify safety protocols and monitoring
+- "compliance_matrix" → Create compliance tracking matrix
+
+### 7. Present Content and Menu
+
+Show the generated domain content and present choices:
+"I've documented the {domain}-specific requirements that will shape {{project_name}}. These constraints are critical for success in this complex domain.
+
+**Here's what I'll add to the document:**
+
+[Show the complete markdown content from step 6]
+
+**What would you like to do?**
+[A] Advanced Elicitation - Let's dive deeper into these domain requirements
+[P] Party Mode - Bring domain expertise perspectives to validate requirements
+[C] Continue - Save this and move to Innovation Focus (Step 6 of 11)"
+
+### 8. Handle Menu Selection
+
+#### If 'A' (Advanced Elicitation):
+
+- Execute {project-root}/_bmad/core/tasks/advanced-elicitation.xml with the current domain content
+- Process the enhanced domain insights that come back
+- Ask user: "Accept these domain requirement improvements? (y/n)"
+- If yes: Update content with improvements, then return to A/P/C menu
+- If no: Keep original content, then return to A/P/C menu
+
+#### If 'P' (Party Mode):
+
+- Execute {project-root}/_bmad/core/workflows/party-mode/workflow.md with the current domain requirements
+- Process the collaborative domain expertise and validation
+- Ask user: "Accept these changes to domain requirements? (y/n)"
+- If yes: Update content with improvements, then return to A/P/C menu
+- If no: Keep original content, then return to A/P/C menu
+
+#### If 'C' (Continue):
+
+- Append the content to `{output_folder}/prd.md`
+- Update frontmatter: `stepsCompleted: [1, 2, 3, 4, 5]`
+- Load `{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd/steps/step-06-innovation.md`
+
+## APPEND TO DOCUMENT:
+
+When user selects 'C', append the content directly to the document using the structure from step 6.
+
+## SUCCESS METRICS:
+
+✅ Domain complexity properly validated as high before proceeding
+✅ All key concerns from CSV explored with user input
+✅ Compliance requirements clearly documented
+✅ Domain expertise needs identified and documented
+✅ Special sections generated per CSV configuration
+✅ A/P/C menu presented and handled correctly
+✅ Content properly appended to document when C selected
+
+## FAILURE MODES:
+
+❌ Proceeding with domain exploration when complexity is not high
+❌ Not loading or using CSV domain configuration properly
+❌ Missing critical domain concerns from the key_concerns list
+❌ Not connecting domain requirements to product implications
+❌ Generating generic content without domain-specific details
+❌ Not presenting A/P/C menu after content generation
+❌ Appending content without user selecting 'C'
+
+❌ **CRITICAL**: Reading only partial step file - leads to incomplete understanding and poor decisions
+❌ **CRITICAL**: Proceeding with 'C' without fully reading and understanding the next step file
+❌ **CRITICAL**: Making decisions without complete understanding of step requirements and protocols
+
+## SKIP CONDITIONS:
+
+Skip this step and load `{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd/steps/step-06-innovation.md` if:
+
+- `complexity_level` from step-02 is not "high"
+- Domain has no specific regulatory/compliance requirements
+- User confirms domain exploration is not needed
+
+## NEXT STEP:
+
+After user selects 'C' and content is saved to document, load `{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd/steps/step-06-innovation.md`.
+
+Remember: Do NOT proceed to step-06 until user explicitly selects 'C' from the A/P/C menu and content is saved!