bmad-odoo 1.0.0

package/bmm/workflows/2-plan-workflows/prd/steps/step-03-success.md

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+---
+name: 'step-03-success'
+description: 'Define comprehensive success criteria covering user, business, and technical success'
+
+# Path Definitions
+workflow_path: '{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd'
+
+# File References
+thisStepFile: '{workflow_path}/steps/step-03-success.md'
+nextStepFile: '{workflow_path}/steps/step-04-journeys.md'
+workflowFile: '{workflow_path}/workflow.md'
+outputFile: '{planning_artifacts}/prd.md'
+
+# Task References
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Step 3: Success Criteria Definition
+
+**Progress: Step 3 of 11** - Next: User Journey Mapping
+
+## 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 defining what winning looks like for this product
+- 🎯 COLLABORATIVE discovery, not assumption-based goal setting
+- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Show your analysis before taking any action
+- ⚠️ Present A/P/C menu after generating success criteria content
+- 💾 ONLY save when user chooses C (Continue)
+- 📖 Update frontmatter `stepsCompleted: [1, 2, 3]` 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 insights about success metrics
+- **P (Party Mode)**: Bring multiple perspectives to define comprehensive success criteria
+- **C (Continue)**: Save the content to the document and proceed to next step
+
+## PROTOCOL INTEGRATION:
+
+- When 'A' selected: Execute {project-root}/_bmad/core/workflows/advanced-elicitation/workflow.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
+- Executive Summary and Project Classification already exist in document
+- Input documents from step-01 are available (product briefs, research, brainstorming)
+- No additional data files needed for this step
+- Focus on measurable, specific success criteria
+- LEVERAGE existing input documents to inform success criteria
+
+## YOUR TASK:
+
+Define comprehensive success criteria that cover user success, business success, and technical success, using input documents as a foundation while allowing user refinement.
+
+## SUCCESS DISCOVERY SEQUENCE:
+
+### 1. Begin Success Definition Conversation
+
+**Check Input Documents for Success Indicators:**
+Analyze product brief, research, and brainstorming documents for success criteria already mentioned.
+
+**If Input Documents Contain Success Criteria:**
+"Looking at your product brief and research, I see some initial success criteria already defined:
+
+**From your brief:**
+{{extracted_success_criteria_from_brief}}
+
+**From research:**
+{{extracted_success_criteria_from_research}}
+
+**From brainstorming:**
+{{extracted_success_criteria_from_brainstorming}}
+
+This gives us a great foundation. Let's refine and expand on these initial thoughts:
+
+**User Success First:**
+Based on what we have, how would you refine these user success indicators:
+
+- {{refined_user_success_from_documents}}
+- Are there other user success metrics we should consider?
+
+**What would make a user say 'this was worth it'** beyond what's already captured?"
+
+**If No Success Criteria in Input Documents:**
+Start with user-centered success:
+"Now that we understand what makes {{project_name}} special, let's define what success looks like.
+
+**User Success First:**
+
+- What would make a user say 'this was worth it'?
+- What's the moment where they realize this solved their problem?
+- After using {{project_name}}, what outcome are they walking away with?
+
+Let's start with the user experience of success."
+
+### 2. Explore User Success Metrics
+
+Listen for specific user outcomes and help make them measurable:
+
+- Guide from vague to specific: NOT "users are happy" → "users complete [key action] within [timeframe]"
+- Ask about emotional success: "When do they feel delighted/relieved/empowered?"
+- Identify success moments: "What's the 'aha!' moment?"
+- Define completion scenarios: "What does 'done' look like for the user?"
+
+### 3. Define Business Success
+
+Transition to business metrics:
+"Now let's look at success from the business perspective.
+
+**Business Success:**
+
+- What does success look like at 3 months? 12 months?
+- Are we measuring revenue, user growth, engagement, something else?
+- What metric would make you say 'this is working'?
+
+Help me understand what success means for your business."
+
+### 4. Challenge Vague Metrics
+
+Push for specificity on business metrics:
+
+- "10,000 users" → "What kind of users? Doing what?"
+- "99.9% uptime" → "What's the real concern - data loss? Failed payments?"
+- "Fast" → "How fast, and what specifically needs to be fast?"
+- "Good adoption" → "What percentage adoption by when?"
+
+### 5. Connect to Product Differentiator
+
+Tie success metrics back to what makes the product special:
+"So success means users experience [differentiator] and achieve [outcome]. Does that capture it?"
+
+Adapt success criteria to context:
+
+- Consumer: User love, engagement, retention
+- B2B: ROI, efficiency, adoption
+- Developer tools: Developer experience, community
+- Regulated: Compliance, safety, validation
+- GovTech: Government compliance, accessibility, procurement
+
+### 6. Smart Scope Negotiation
+
+Guide scope definition through success lens:
+"The Scoping Game:
+
+1. What must work for this to be useful? → MVP
+2. What makes it competitive? → Growth
+3. What's the dream version? → Vision
+
+Challenge scope creep conversationally:
+
+- Could that wait until after launch?
+- Is that essential for proving the concept?
+
+For complex domains, include compliance minimums in MVP."
+
+### 7. Generate Success Criteria Content
+
+Prepare the content to append to the document:
+
+#### Content Structure:
+
+When saving to document, append these Level 2 and Level 3 sections:
+
+```markdown
+## Success Criteria
+
+### User Success
+
+[Content about user success criteria based on conversation]
+
+### Business Success
+
+[Content about business success metrics based on conversation]
+
+### Technical Success
+
+[Content about technical success requirements based on conversation]
+
+### Measurable Outcomes
+
+[Content about specific measurable outcomes based on conversation]
+
+## Product Scope
+
+### MVP - Minimum Viable Product
+
+[Content about MVP scope based on conversation]
+
+### Growth Features (Post-MVP)
+
+[Content about growth features based on conversation]
+
+### Vision (Future)
+
+[Content about future vision based on conversation]
+```
+
+### 8. Present Content and Menu
+
+Show the generated content and present choices:
+"I've drafted our success criteria and scope definition based on our conversation.
+
+**Here's what I'll add to the document:**
+
+[Show the complete markdown content from step 7]
+
+**What would you like to do?**
+[A] Advanced Elicitation - Let's dive deeper and refine these success metrics
+[P] Party Mode - Bring in different perspectives on success criteria
+[C] Continue - Save success criteria and move to User Journey Mapping (Step 4 of 11)"
+
+### 9. Handle Menu Selection
+
+#### If 'A' (Advanced Elicitation):
+
+- Execute {project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml with the current success criteria content
+- Process the enhanced success metrics that come back
+- Ask user: "Accept these improvements to the success criteria? (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 success criteria
+- Process the collaborative improvements to metrics and scope
+- Ask user: "Accept these changes to the success criteria? (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 `{outputFile}`
+- Update frontmatter: add this step to the end of the steps completed array
+- Load `./step-04-journeys.md`
+
+## APPEND TO DOCUMENT:
+
+When user selects 'C', append the content directly to the document using the structure from step 7.
+
+## SUCCESS METRICS:
+
+✅ User success criteria clearly identified and made measurable
+✅ Business success metrics defined with specific targets
+✅ Success criteria connected to product differentiator
+✅ Scope properly negotiated (MVP, Growth, Vision)
+✅ A/P/C menu presented and handled correctly
+✅ Content properly appended to document when C selected
+
+## FAILURE MODES:
+
+❌ Accepting vague success metrics without pushing for specificity
+❌ Not connecting success criteria back to product differentiator
+❌ Missing scope negotiation and leaving it undefined
+❌ Generating content without real user input on what success looks like
+❌ 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
+
+## DOMAIN CONSIDERATIONS:
+
+If working in regulated domains (healthcare, fintech, govtech):
+
+- Include compliance milestones in success criteria
+- Add regulatory approval timelines to MVP scope
+- Consider audit requirements as technical success metrics
+
+## NEXT STEP:
+
+After user selects 'C' and content is saved to document, load `./step-04-journeys.md` to map user journeys.
+
+Remember: Do NOT proceed to step-04 until user explicitly selects 'C' from the A/P/C menu and content is saved!

package/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: '{planning_artifacts}/prd.md'
+
+# Task References
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.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
+- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
+
+## 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/workflows/advanced-elicitation/workflow.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/workflows/advanced-elicitation/workflow.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 `{outputFile}`
+- Update frontmatter: add this step name to the end of the steps completed array
+- 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!