bmad-method 6.0.0-alpha.3 → 6.0.0-alpha.5

package/bmad/bmm/workflows/1-analysis/research/checklist.md

@@ -0,0 +1,299 @@
+# Market Research Report Validation Checklist
+
+## 🚨 CRITICAL: Source Verification and Fact-Checking (PRIORITY)
+
+### Source Citation Completeness
+
+- [ ] **EVERY** market size claim has at least 2 cited sources with URLs
+- [ ] **EVERY** growth rate/CAGR has cited sources with URLs
+- [ ] **EVERY** competitive data point (pricing, features, funding) has sources with URLs
+- [ ] **EVERY** customer statistic or insight has cited sources
+- [ ] **EVERY** industry trend claim has sources from {{current_year}} or recent years
+- [ ] All sources include: Name, Date, URL (clickable links)
+- [ ] No claims exist without verifiable sources
+
+### Source Quality and Credibility
+
+- [ ] Market size sources are HIGH credibility (Gartner, Forrester, IDC, government data, industry associations)
+- [ ] NOT relying on single blog posts or unverified sources for critical data
+- [ ] Sources are recent ({{current_year}} or within 1-2 years for time-sensitive data)
+- [ ] Primary sources prioritized over secondary/tertiary sources
+- [ ] Paywalled reports are cited with proper attribution (e.g., "Gartner Market Report 2025")
+
+### Multi-Source Verification (Critical Claims)
+
+- [ ] TAM calculation verified by at least 2 independent sources
+- [ ] SAM calculation methodology is transparent and sourced
+- [ ] SOM estimates are conservative and based on comparable benchmarks
+- [ ] Market growth rates corroborated by multiple analyst reports
+- [ ] Competitive market share data verified across sources
+
+### Conflicting Data Resolution
+
+- [ ] Where sources conflict, ALL conflicting estimates are presented
+- [ ] Variance between sources is explained (methodology, scope differences)
+- [ ] No arbitrary selection of "convenient" numbers without noting alternatives
+- [ ] Conflicting data is flagged with confidence levels
+- [ ] User is made aware of uncertainty in conflicting claims
+
+### Confidence Level Marking
+
+- [ ] Every major claim is marked with confidence level:
+  - **[Verified - 2+ sources]** = High confidence, multiple independent sources agree
+  - **[Single source - verify]** = Medium confidence, only one source found
+  - **[Estimated - low confidence]** = Low confidence, calculated/projected without strong sources
+- [ ] Low confidence claims are clearly flagged for user to verify independently
+- [ ] Speculative/projected data is labeled as PROJECTION or FORECAST, not presented as fact
+
+### Fact vs Analysis vs Speculation
+
+- [ ] Clear distinction between:
+  - **FACT:** Sourced data with citations (e.g., "Market is $5.2B [Source: Gartner 2025]")
+  - **ANALYSIS:** Interpretation of facts (e.g., "This suggests strong growth momentum")
+  - **SPECULATION:** Educated guesses (e.g., "This trend may continue if...")
+- [ ] Analysis and speculation are NOT presented as verified facts
+- [ ] Recommendations are based on sourced facts, not unsupported assumptions
+
+### Anti-Hallucination Verification
+
+- [ ] No invented statistics or "made up" market sizes
+- [ ] All percentages, dollar amounts, and growth rates are traceable to sources
+- [ ] If data couldn't be found, report explicitly states "No verified data available for [X]"
+- [ ] No use of vague sources like "industry experts say" without naming the expert/source
+- [ ] Version numbers, dates, and specific figures match source material exactly
+
+## Market Sizing Analysis (Source-Verified)
+
+### TAM Calculation Sources
+
+- [ ] TAM figure has at least 2 independent source citations
+- [ ] Calculation methodology is sourced (not invented)
+- [ ] Industry benchmarks used for sanity-check are cited
+- [ ] Growth rate assumptions are backed by sourced projections
+- [ ] Any adjustments or filters applied are justified and documented
+
+### SAM and SOM Source Verification
+
+- [ ] SAM constraints are based on sourced data (addressable market scope)
+- [ ] SOM competitive assumptions cite actual competitor data
+- [ ] Market share benchmarks reference comparable companies with sources
+- [ ] Scenarios (conservative/realistic/optimistic) are justified with sourced reasoning
+
+## Competitive Analysis (Source-Verified)
+
+### Competitor Data Source Verification
+
+- [ ] **EVERY** competitor mentioned has source for basic company info
+- [ ] Competitor pricing data has sources (website URLs, pricing pages, reviews)
+- [ ] Funding amounts cite sources (Crunchbase, press releases, SEC filings)
+- [ ] Product features verified through sources (official website, documentation, reviews)
+- [ ] Market positioning claims are backed by sources (analyst reports, company statements)
+- [ ] Customer count/user numbers cite sources (company announcements, verified reports)
+- [ ] Recent news and developments cite article URLs with dates from {{current_year}}
+
+### Competitive Data Credibility
+
+- [ ] Company websites/official sources used for product info (highest credibility)
+- [ ] Financial data from Crunchbase, PitchBook, or SEC filings (not rumors)
+- [ ] Review sites cited for customer sentiment (G2, Capterra, TrustPilot with URLs)
+- [ ] Pricing verified from official pricing pages (with URL and date checked)
+- [ ] No assumptions about competitors without sourced evidence
+
+### Competitive Claims Verification
+
+- [ ] Market share claims cite analyst reports or verified data
+- [ ] "Leading" or "dominant" claims backed by sourced market data
+- [ ] Competitor weaknesses cited from reviews, articles, or public statements (not speculation)
+- [ ] Product comparison claims verified (feature lists from official sources)
+
+## Customer Intelligence (Source-Verified)
+
+### Customer Data Sources
+
+- [ ] Customer segment data cites research sources (reports, surveys, studies)
+- [ ] Demographics/firmographics backed by census data, industry reports, or studies
+- [ ] Pain points sourced from customer research, reviews, surveys (not assumed)
+- [ ] Willingness to pay backed by pricing studies, surveys, or comparable market data
+- [ ] Buying behavior sourced from research studies or industry data
+- [ ] Jobs-to-be-Done insights cite customer research or validated frameworks
+
+### Customer Insight Credibility
+
+- [ ] Primary research (if conducted) documents sample size and methodology
+- [ ] Secondary research cites the original study/report with full attribution
+- [ ] Customer quotes or testimonials cite the source (interview, review site, case study)
+- [ ] Persona data based on real research findings (not fictional archetypes)
+- [ ] No invented customer statistics or behaviors without source backing
+
+### 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
+
+## References and Source Documentation (CRITICAL)
+
+### References Section Completeness
+
+- [ ] Report includes comprehensive "References and Sources" section
+- [ ] Sources organized by category (market size, competitive, customer, trends)
+- [ ] Every source includes: Title/Name, Publisher, Date, Full URL
+- [ ] URLs are clickable and functional (not broken links)
+- [ ] Sources are numbered or organized for easy reference
+- [ ] Inline citations throughout report reference the sources section
+
+### Source Quality Metrics
+
+- [ ] Report documents total sources cited count
+- [ ] High confidence claims (2+ sources) count is reported
+- [ ] Single source claims are identified and counted
+- [ ] Low confidence/speculative claims are flagged
+- [ ] Web searches conducted count is included (for transparency)
+
+### Source Audit Trail
+
+- [ ] For each major section, sources are listed
+- [ ] TAM/SAM/SOM calculations show source for each number
+- [ ] Competitive data shows source for each competitor profile
+- [ ] Customer insights show research sources
+- [ ] Industry trends show article/report sources with dates
+
+### Citation Format Standards
+
+- [ ] Inline citations format: [Source: Company/Publication, Year, URL] or similar
+- [ ] Consistent citation style throughout document
+- [ ] No vague citations like "according to sources" without specifics
+- [ ] URLs are complete (not truncated)
+- [ ] Accessed/verified dates included for web sources
+
+## Document Quality
+
+### Anti-Hallucination Final Check
+
+- [ ] Read through entire report - does anything "feel" invented or too convenient?
+- [ ] Spot-check 5-10 random claims - can you find the cited source?
+- [ ] Check suspicious round numbers - are they actually from sources?
+- [ ] Verify any "shocking" statistics have strong sources
+- [ ] Cross-check key market size claims against multiple cited sources
+
+### Structure and Completeness
+
+- [ ] Executive summary captures all key insights
+- [ ] No placeholder text remains (all {{variables}} are replaced)
+- [ ] References section is complete and properly formatted
+- [ ] Source quality assessment included
+- [ ] Document ready for fact-checking by third party
+
+## 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/bmad/bmm/workflows/1-analysis/research/claude-code/injections.yaml

@@ -0,0 +1,114 @@
+# 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"