bmad-method 6.0.0-alpha.2 → 6.0.0-alpha.21

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

@@ -1,613 +0,0 @@
-# Market Research Workflow Instructions
-
-<critical>The workflow execution engine is governed by: {project_root}/bmad/core/tasks/workflow.xml</critical>
-<critical>You MUST have already loaded and processed: {installed_path}/workflow.yaml</critical>
-<critical>This is an INTERACTIVE workflow with web research capabilities. Engage the user at key decision points.</critical>
-
-<!-- IDE-INJECT-POINT: market-research-subagents -->
-
-<workflow>
-
-<step n="1" goal="Research Discovery and Scoping">
-<action>Welcome the user and explain the market research journey ahead</action>
-
-Ask the user these critical questions to shape the research:
-
-1. **What is the product/service you're researching?**
-   - Name and brief description
-   - Current stage (idea, MVP, launched, scaling)
-
-2. **What are your primary research objectives?**
-   - Market sizing and opportunity assessment?
-   - Competitive intelligence gathering?
-   - Customer segment validation?
-   - Go-to-market strategy development?
-   - Investment/fundraising support?
-   - Product-market fit validation?
-
-3. **Research depth preference:**
-   - Quick scan (2-3 hours) - High-level insights
-   - Standard analysis (4-6 hours) - Comprehensive coverage
-   - Deep dive (8+ hours) - Exhaustive research with modeling
-
-4. **Do you have any existing research or documents to build upon?**
-
-<template-output>product_name</template-output>
-<template-output>product_description</template-output>
-<template-output>research_objectives</template-output>
-<template-output>research_depth</template-output>
-</step>
-
-<step n="2" goal="Market Definition and Boundaries">
-<action>Help the user precisely define the market scope</action>
-
-Work with the user to establish:
-
-1. **Market Category Definition**
-   - Primary category/industry
-   - Adjacent or overlapping markets
-   - Where this fits in the value chain
-
-2. **Geographic Scope**
-   - Global, regional, or country-specific?
-   - Primary markets vs. expansion markets
-   - Regulatory considerations by region
-
-3. **Customer Segment Boundaries**
-   - B2B, B2C, or B2B2C?
-   - Primary vs. secondary segments
-   - Segment size estimates
-
-<ask>Should we include adjacent markets in the TAM calculation? This could significantly increase market size but may be less immediately addressable.</ask>
-
-<template-output>market_definition</template-output>
-<template-output>geographic_scope</template-output>
-<template-output>segment_boundaries</template-output>
-</step>
-
-<step n="3" goal="Live Market Intelligence Gathering" if="enable_web_research == true">
-<action>Conduct real-time web research to gather current market data</action>
-
-<critical>This step performs ACTUAL web searches to gather live market intelligence</critical>
-
-Conduct systematic research across multiple sources:
-
-<step n="3a" title="Industry Reports and Statistics">
-<action>Search for latest industry reports, market size data, and growth projections</action>
-Search queries to execute:
-- "[market_category] market size [geographic_scope] [current_year]"
-- "[market_category] industry report Gartner Forrester IDC McKinsey"
-- "[market_category] market growth rate CAGR forecast"
-- "[market_category] market trends [current_year]"
-
-<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
-</step>
-
-<step n="3b" title="Regulatory and Government Data">
-<action>Search government databases and regulatory sources</action>
-Search for:
-- Government statistics bureaus
-- Industry associations
-- Regulatory body reports
-- Census and economic data
-</step>
-
-<step n="3c" title="News and Recent Developments">
-<action>Gather recent news, funding announcements, and market events</action>
-Search for articles from the last 6-12 months about:
-- Major deals and acquisitions
-- Funding rounds in the space
-- New market entrants
-- Regulatory changes
-- Technology disruptions
-</step>
-
-<step n="3d" title="Academic and Research Papers">
-<action>Search for academic research and white papers</action>
-Look for peer-reviewed studies on:
-- Market dynamics
-- Technology adoption patterns
-- Customer behavior research
-</step>
-
-<template-output>market_intelligence_raw</template-output>
-<template-output>key_data_points</template-output>
-<template-output>source_credibility_notes</template-output>
-</step>
-
-<step n="4" goal="TAM, SAM, SOM Calculations">
-<action>Calculate market sizes using multiple methodologies for triangulation</action>
-
-<critical>Use actual data gathered in previous steps, not hypothetical numbers</critical>
-
-<step n="4a" title="TAM Calculation">
-**Method 1: Top-Down Approach**
-- Start with total industry size from research
-- Apply relevant filters and segments
-- Show calculation: Industry Size × Relevant Percentage
-
-**Method 2: Bottom-Up Approach**
-
-- Number of potential customers × Average revenue per customer
-- Build from unit economics
-
-**Method 3: Value Theory Approach**
-
-- Value created × Capturable percentage
-- Based on problem severity and alternative costs
-
-<ask>Which TAM calculation method seems most credible given our data? Should we use multiple methods and triangulate?</ask>
-
-<template-output>tam_calculation</template-output>
-<template-output>tam_methodology</template-output>
-</step>
-
-<step n="4b" title="SAM Calculation">
-<action>Calculate Serviceable Addressable Market</action>
-
-Apply constraints to TAM:
-
-- Geographic limitations (markets you can serve)
-- Regulatory restrictions
-- Technical requirements (e.g., internet penetration)
-- Language/cultural barriers
-- Current business model limitations
-
-SAM = TAM × Serviceable Percentage
-Show the calculation with clear assumptions.
-
-<template-output>sam_calculation</template-output>
-</step>
-
-<step n="4c" title="SOM Calculation">
-<action>Calculate realistic market capture</action>
-
-Consider competitive dynamics:
-
-- Current market share of competitors
-- Your competitive advantages
-- Resource constraints
-- Time to market considerations
-- Customer acquisition capabilities
-
-Create 3 scenarios:
-
-1. Conservative (1-2% market share)
-2. Realistic (3-5% market share)
-3. Optimistic (5-10% market share)
-
-<template-output>som_scenarios</template-output>
-</step>
-</step>
-
-<step n="5" goal="Customer Segment Deep Dive">
-<action>Develop detailed understanding of target customers</action>
-
-<step n="5a" title="Segment Identification" repeat="for-each-segment">
-For each major segment, research and define:
-
-**Demographics/Firmographics:**
-
-- Size and scale characteristics
-- Geographic distribution
-- Industry/vertical (for B2B)
-
-**Psychographics:**
-
-- Values and priorities
-- Decision-making process
-- Technology adoption patterns
-
-**Behavioral Patterns:**
-
-- Current solutions used
-- Purchasing frequency
-- Budget allocation
-
-<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
-<template-output>segment*profile*{{segment_number}}</template-output>
-</step>
-
-<step n="5b" title="Jobs-to-be-Done Framework">
-<action>Apply JTBD framework to understand customer needs</action>
-
-For primary segment, identify:
-
-**Functional Jobs:**
-
-- Main tasks to accomplish
-- Problems to solve
-- Goals to achieve
-
-**Emotional Jobs:**
-
-- Feelings sought
-- Anxieties to avoid
-- Status desires
-
-**Social Jobs:**
-
-- How they want to be perceived
-- Group dynamics
-- Peer influences
-
-<ask>Would you like to conduct actual customer interviews or surveys to validate these jobs? (We can create an interview guide)</ask>
-
-<template-output>jobs_to_be_done</template-output>
-</step>
-
-<step n="5c" title="Willingness to Pay Analysis">
-<action>Research and estimate pricing sensitivity</action>
-
-Analyze:
-
-- Current spending on alternatives
-- Budget allocation for this category
-- Value perception indicators
-- Price points of substitutes
-
-<template-output>pricing_analysis</template-output>
-</step>
-</step>
-
-<step n="6" goal="Competitive Intelligence" if="enable_competitor_analysis == true">
-<action>Conduct comprehensive competitive analysis</action>
-
-<step n="6a" title="Competitor Identification">
-<action>Create comprehensive competitor list</action>
-
-Search for and categorize:
-
-1. **Direct Competitors** - Same solution, same market
-2. **Indirect Competitors** - Different solution, same problem
-3. **Potential Competitors** - Could enter market
-4. **Substitute Products** - Alternative approaches
-
-<ask>Do you have a specific list of competitors to analyze, or should I discover them through research?</ask>
-</step>
-
-<step n="6b" title="Competitor Deep Dive" repeat="5">
-<action>For top 5 competitors, research and analyze</action>
-
-Gather intelligence on:
-
-- Company overview and history
-- Product features and positioning
-- Pricing strategy and models
-- Target customer focus
-- Recent news and developments
-- Funding and financial health
-- Team and leadership
-- Customer reviews and sentiment
-
-<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
-<template-output>competitor*analysis*{{competitor_number}}</template-output>
-</step>
-
-<step n="6c" title="Competitive Positioning Map">
-<action>Create positioning analysis</action>
-
-Map competitors on key dimensions:
-
-- Price vs. Value
-- Feature completeness vs. Ease of use
-- Market segment focus
-- Technology approach
-- Business model
-
-Identify:
-
-- Gaps in the market
-- Over-served areas
-- Differentiation opportunities
-
-<template-output>competitive_positioning</template-output>
-</step>
-</step>
-
-<step n="7" goal="Industry Forces Analysis">
-<action>Apply Porter's Five Forces framework</action>
-
-<critical>Use specific evidence from research, not generic assessments</critical>
-
-Analyze each force with concrete examples:
-
-<step n="7a" title="Supplier Power">
-Rate: [Low/Medium/High]
-- Key suppliers and dependencies
-- Switching costs
-- Concentration of suppliers
-- Forward integration threat
-</step>
-
-<step n="7b" title="Buyer Power">
-Rate: [Low/Medium/High]
-- Customer concentration
-- Price sensitivity
-- Switching costs for customers
-- Backward integration threat
-</step>
-
-<step n="7c" title="Competitive Rivalry">
-Rate: [Low/Medium/High]
-- Number and strength of competitors
-- Industry growth rate
-- Exit barriers
-- Differentiation levels
-</step>
-
-<step n="7d" title="Threat of New Entry">
-Rate: [Low/Medium/High]
-- Capital requirements
-- Regulatory barriers
-- Network effects
-- Brand loyalty
-</step>
-
-<step n="7e" title="Threat of Substitutes">
-Rate: [Low/Medium/High]
-- Alternative solutions
-- Switching costs to substitutes
-- Price-performance trade-offs
-</step>
-
-<template-output>porters_five_forces</template-output>
-</step>
-
-<step n="8" goal="Market Trends and Future Outlook">
-<action>Identify trends and future market dynamics</action>
-
-Research and analyze:
-
-**Technology Trends:**
-
-- Emerging technologies impacting market
-- Digital transformation effects
-- Automation possibilities
-
-**Social/Cultural Trends:**
-
-- Changing customer behaviors
-- Generational shifts
-- Social movements impact
-
-**Economic Trends:**
-
-- Macroeconomic factors
-- Industry-specific economics
-- Investment trends
-
-**Regulatory Trends:**
-
-- Upcoming regulations
-- Compliance requirements
-- Policy direction
-
-<ask>Should we explore any specific emerging technologies or disruptions that could reshape this market?</ask>
-
-<template-output>market_trends</template-output>
-<template-output>future_outlook</template-output>
-</step>
-
-<step n="9" goal="Opportunity Assessment and Strategy">
-<action>Synthesize research into strategic opportunities</action>
-
-<step n="9a" title="Opportunity Identification">
-Based on all research, identify top 3-5 opportunities:
-
-For each opportunity:
-
-- Description and rationale
-- Size estimate (from SOM)
-- Resource requirements
-- Time to market
-- Risk assessment
-- Success criteria
-
-<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
-<template-output>market_opportunities</template-output>
-</step>
-
-<step n="9b" title="Go-to-Market Recommendations">
-Develop GTM strategy based on research:
-
-**Positioning Strategy:**
-
-- Value proposition refinement
-- Differentiation approach
-- Messaging framework
-
-**Target Segment Sequencing:**
-
-- Beachhead market selection
-- Expansion sequence
-- Segment-specific approaches
-
-**Channel Strategy:**
-
-- Distribution channels
-- Partnership opportunities
-- Marketing channels
-
-**Pricing Strategy:**
-
-- Model recommendation
-- Price points
-- Value metrics
-
-<template-output>gtm_strategy</template-output>
-</step>
-
-<step n="9c" title="Risk Analysis">
-Identify and assess key risks:
-
-**Market Risks:**
-
-- Demand uncertainty
-- Market timing
-- Economic sensitivity
-
-**Competitive Risks:**
-
-- Competitor responses
-- New entrants
-- Technology disruption
-
-**Execution Risks:**
-
-- Resource requirements
-- Capability gaps
-- Scaling challenges
-
-For each risk: Impact (H/M/L) × Probability (H/M/L) = Risk Score
-Provide mitigation strategies.
-
-<template-output>risk_assessment</template-output>
-</step>
-</step>
-
-<step n="10" goal="Financial Projections" optional="true" if="enable_financial_modeling == true">
-<action>Create financial model based on market research</action>
-
-<ask>Would you like to create a financial model with revenue projections based on the market analysis?</ask>
-
-<check if="yes">
-  Build 3-year projections:
-
-- Revenue model based on SOM scenarios
-- Customer acquisition projections
-- Unit economics
-- Break-even analysis
-- Funding requirements
-
-<template-output>financial_projections</template-output>
-</check>
-
-</step>
-
-<step n="11" goal="Executive Summary Creation">
-<action>Synthesize all findings into executive summary</action>
-
-<critical>Write this AFTER all other sections are complete</critical>
-
-Create compelling executive summary with:
-
-**Market Opportunity:**
-
-- TAM/SAM/SOM summary
-- Growth trajectory
-
-**Key Insights:**
-
-- Top 3-5 findings
-- Surprising discoveries
-- Critical success factors
-
-**Competitive Landscape:**
-
-- Market structure
-- Positioning opportunity
-
-**Strategic Recommendations:**
-
-- Priority actions
-- Go-to-market approach
-- Investment requirements
-
-**Risk Summary:**
-
-- Major risks
-- Mitigation approach
-
-<template-output>executive_summary</template-output>
-</step>
-
-<step n="12" goal="Report Compilation and Review">
-<action>Compile full report and review with user</action>
-
-<action>Generate the complete market research report using the template</action>
-<action>Review all sections for completeness and consistency</action>
-<action>Ensure all data sources are properly cited</action>
-
-<ask>Would you like to review any specific sections before finalizing? Are there any additional analyses you'd like to include?</ask>
-
-<goto step="9a" if="user requests changes">Return to refine opportunities</goto>
-
-<template-output>final_report_ready</template-output>
-</step>
-
-<step n="13" goal="Appendices and Supporting Materials" optional="true">
-<ask>Would you like to include detailed appendices with calculations, full competitor profiles, or raw research data?</ask>
-
-<check if="yes">
-  Create appendices with:
-
-- Detailed TAM/SAM/SOM calculations
-- Full competitor profiles
-- Customer interview notes
-- Data sources and methodology
-- Financial model details
-- Glossary of terms
-
-<template-output>appendices</template-output>
-</check>
-
-</step>
-
-<step n="14" goal="Update status file on completion">
-<action>Search {output_folder}/ for files matching pattern: bmm-workflow-status.md</action>
-<action>Find the most recent file (by date in filename)</action>
-
-<check if="status file exists">
-  <invoke-workflow path="{project-root}/bmad/bmm/workflows/workflow-status">
-    <param>mode: update</param>
-    <param>action: complete_workflow</param>
-    <param>workflow_name: research</param>
-  </invoke-workflow>
-
-  <check if="success == true">
-    <output>Status updated! Next: {{next_workflow}}</output>
-  </check>
-</check>
-
-<output>**✅ Research Complete ({{research_mode}} mode)**
-
-**Research Report:**
-
-- Research report generated and saved
-
-**Status file updated:**
-
-- Current step: research ({{research_mode}}) ✓
-- Progress: {{new_progress_percentage}}%
-
-**Next Steps:**
-
-- **Next required:** {{next_workflow}} ({{next_agent}} agent)
-- **Optional:** Review findings with stakeholders, or run additional analysis workflows (product-brief, game-brief, etc.)
-
-Check status anytime with: `workflow-status`
-</output>
-</check>
-
-<check if="status file not found">
-  <output>**✅ Research Complete ({{research_mode}} mode)**
-
-**Research Report:**
-
-- Research report generated and saved
-
-Note: Running in standalone mode (no status file).
-
-**Next Steps:**
-
-Since no workflow is in progress:
-
-- Review research findings
-- Refer to the BMM workflow guide if unsure what to do next
-- Or run `workflow-init` to create a workflow path and get guided next steps
-  </output>
-  </check>
-  </step>
-
-</workflow>