whiteport-design-studio 0.1.0

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Files changed (686) hide show
  1. package/LICENSE +27 -0
  2. package/README.md +196 -0
  3. package/docs/getting-started/MANUAL-INIT-GUIDE.md +251 -0
  4. package/docs/getting-started/about-wds.md +86 -0
  5. package/docs/getting-started/agent-activation/activation/step-01-load-agent-definition.md +28 -0
  6. package/docs/getting-started/agent-activation/activation/step-02-check-conversations.md +43 -0
  7. package/docs/getting-started/agent-activation/activation/step-03-check-activation-context.md +42 -0
  8. package/docs/getting-started/agent-activation/activation/step-04-handoff-presentation.md +30 -0
  9. package/docs/getting-started/agent-activation/activation/step-04-standard-presentation.md +27 -0
  10. package/docs/getting-started/agent-activation/activation/step-05-handoff-acknowledge.md +34 -0
  11. package/docs/getting-started/agent-activation/activation/step-05-standard-analysis.md +26 -0
  12. package/docs/getting-started/agent-activation/agent-launchers.md +134 -0
  13. package/docs/getting-started/agent-activation/wds-freya-ux.md +67 -0
  14. package/docs/getting-started/agent-activation/wds-idunn-pm.md +67 -0
  15. package/docs/getting-started/agent-activation/wds-mimir.md +78 -0
  16. package/docs/getting-started/agent-activation/wds-saga-analyst.md +65 -0
  17. package/docs/getting-started/getting-started-overview.md +112 -0
  18. package/docs/getting-started/installation.md +62 -0
  19. package/docs/getting-started/quick-start.md +125 -0
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  21. package/docs/learn-wds/00-course-overview/00-getting-started-overview.md +66 -0
  22. package/docs/learn-wds/00-course-overview/01-prerequisites.md +98 -0
  23. package/docs/learn-wds/00-course-overview/02-learning-paths.md +99 -0
  24. package/docs/learn-wds/00-course-overview/03-support.md +128 -0
  25. package/docs/learn-wds/00-course-overview.md +211 -0
  26. package/docs/learn-wds/Webinars/2024-12-22-WDS-Jam-1-Say-Hello-to-AI-Agent-Framework.md +0 -0
  27. package/docs/learn-wds/Webinars/2024-12-22-WDS-Sessions-1-Say-Hello-to-WDS.md +174 -0
  28. package/docs/learn-wds/Webinars/2025-10-22-Webinar-WDS-v4.md +181 -0
  29. package/docs/learn-wds/Webinars/2026-01-15-WDS-Sessions-2-Strategy-in-Practice.md +159 -0
  30. package/docs/learn-wds/course-explainers/Module 00-transcript.srt +635 -0
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  53. package/docs/learn-wds/module-01-why-wds-matters/lesson-01-the-problem.md +113 -0
  54. package/docs/learn-wds/module-01-why-wds-matters/lesson-02-the-solution.md +75 -0
  55. package/docs/learn-wds/module-01-why-wds-matters/lesson-03-the-path-forward.md +94 -0
  56. package/docs/learn-wds/module-01-why-wds-matters/module-01-overview.md +109 -0
  57. package/docs/learn-wds/module-02-installation-setup/lesson-01-git-setup/01-lesson.md +124 -0
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  76. package/docs/learn-wds/module-02-installation-setup/lesson-04-clone-and-wds/checklist.md +93 -0
  77. package/docs/learn-wds/module-02-installation-setup/lesson-04-clone-and-wds/tutorial.md +217 -0
  78. package/docs/learn-wds/module-02-installation-setup/lesson-04-wds-initialization/01-quick-checklist.md +73 -0
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  81. package/docs/learn-wds/module-02-installation-setup/lesson-04-wds-initialization/04-quick-checklist.md +73 -0
  82. package/docs/learn-wds/module-02-installation-setup/lesson-05-initiate-mimir/checklist.md +79 -0
  83. package/docs/learn-wds/module-02-installation-setup/lesson-05-initiate-mimir/tutorial.md +244 -0
  84. package/docs/learn-wds/module-02-installation-setup/module-02-overview.md +77 -0
  85. package/docs/learn-wds/module-03-alignment-signoff/lesson-01-understanding-alignment.md +175 -0
  86. package/docs/learn-wds/module-03-alignment-signoff/lesson-02-creating-alignment-document.md +289 -0
  87. package/docs/learn-wds/module-03-alignment-signoff/lesson-03-negotiation-acceptance.md +115 -0
  88. package/docs/learn-wds/module-03-alignment-signoff/lesson-04-external-contracts.md +201 -0
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  92. package/docs/learn-wds/module-04-product-brief/lesson-01-chaos-problem.md +193 -0
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  100. package/docs/learn-wds/module-05-map-triggers-outcomes/tutorial-04.md +460 -0
  101. package/docs/learn-wds/module-05-trigger-mapping/lesson-01-missing-link.md +237 -0
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  103. package/docs/learn-wds/module-05-trigger-mapping/lesson-03-five-workshops-overview.md +459 -0
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  109. package/docs/learn-wds/module-05-trigger-mapping/lesson-09-positive-negative-drivers.md +348 -0
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  663. package/src/workflows/workflow-init/PROJECT-OUTLINE-SYSTEM.md +240 -0
  664. package/src/workflows/workflow-init/excalidraw-setup-prompt.md +365 -0
  665. package/src/workflows/workflow-init/instructions.md +22 -0
  666. package/src/workflows/workflow-init/methodology-instructions/custom-methodology-template.md +299 -0
  667. package/src/workflows/workflow-init/methodology-instructions/methodology-guide.md +252 -0
  668. package/src/workflows/workflow-init/methodology-instructions/wds-v6-instructions.md +221 -0
  669. package/src/workflows/workflow-init/methodology-instructions/wps2c-v4-instructions.md +231 -0
  670. package/src/workflows/workflow-init/project-config.template.yaml +87 -0
  671. package/src/workflows/workflow-init/project-initiation-conversation.md +957 -0
  672. package/src/workflows/workflow-init/project-outline.template.yaml +429 -0
  673. package/src/workflows/workflow-init/project-type-selection.md +318 -0
  674. package/src/workflows/workflow-init/steps/step-02-project-structure.md +54 -0
  675. package/src/workflows/workflow-init/steps/step-03-delivery-config.md +76 -0
  676. package/src/workflows/workflow-init/steps/step-04-phases-selection.md +180 -0
  677. package/src/workflows/workflow-init/workflow.yaml +32 -0
  678. package/src/workflows/workflow-status/instructions.md +143 -0
  679. package/src/workflows/workflow-status/workflow.yaml +25 -0
  680. package/tools/cli/commands/install.js +34 -0
  681. package/tools/cli/lib/compiler.js +407 -0
  682. package/tools/cli/lib/ide-configs.js +104 -0
  683. package/tools/cli/lib/installer.js +257 -0
  684. package/tools/cli/lib/ui.js +127 -0
  685. package/tools/cli/wds-cli.js +43 -0
  686. package/tools/wds-npx-wrapper.js +37 -0
@@ -0,0 +1,73 @@
1
+ # Lesson 04: WDS Project Initialization - Quick Checklist
2
+
3
+ **⏱️ 15-20 minutes**
4
+
5
+ ---
6
+
7
+ ## Clone WDS Repository
8
+
9
+ In terminal (in Projects folder):
10
+
11
+ ```bash
12
+ cd ~/Projects # or cd C:\Projects
13
+ git clone https://github.com/whiteport-collective/whiteport-design-studio.git
14
+ ```
15
+
16
+ - [ ] ✅ WDS cloned
17
+
18
+ ---
19
+
20
+ ## Add WDS to Workspace
21
+
22
+ - [ ] **File** → **Add Folder to Workspace**
23
+ - [ ] Select `whiteport-design-studio` folder
24
+ - [ ] ✅ Both folders in sidebar
25
+
26
+ ---
27
+
28
+ ## Create Docs Structure
29
+
30
+ In terminal (in YOUR project):
31
+
32
+ ```bash
33
+ cd ~/Projects/your-project-name
34
+
35
+ # Mac/Linux
36
+ mkdir -p docs/{1-project-brief,2-trigger-mapping,3-prd-platform,4-ux-design,5-design-system,6-design-deliveries,7-testing,8-ongoing-development}
37
+
38
+ # Windows (if above doesn't work)
39
+ mkdir docs
40
+ cd docs
41
+ mkdir 1-project-brief 2-trigger-mapping 3-prd-platform 4-ux-design 5-design-system 6-design-deliveries 7-testing 8-ongoing-development
42
+ cd ..
43
+ ```
44
+
45
+ - [ ] ✅ 8 folders in `docs/`
46
+
47
+ ---
48
+
49
+ ## Activate Mimir
50
+
51
+ - [ ] Find `whiteport-design-studio/src/modules/wds/MIMIR-WDS-ORCHESTRATOR.md`
52
+ - [ ] Press **Ctrl+L** or **Cmd+L** (open AI chat)
53
+ - [ ] Drag Mimir file to chat
54
+ - [ ] Type: "Hello Mimir! I just completed setup."
55
+ - [ ] ✅ Mimir responds!
56
+
57
+ ---
58
+
59
+ ## 🎉 Complete!
60
+
61
+ - ✅ GitHub account & repository
62
+ - ✅ IDE installed
63
+ - ✅ Project cloned
64
+ - ✅ WDS integrated
65
+ - ✅ Docs structure created
66
+ - ✅ Mimir activated
67
+
68
+ **Next:** [Module 03: Create Project Brief](../../module-03-project-brief/module-03-overview.md)
69
+
70
+ ---
71
+
72
+ **Need more detail?** See [full lesson](02-full-lesson.md)
73
+
@@ -0,0 +1,79 @@
1
+ # Lesson 05: Mimir Activation - Quick Checklist
2
+
3
+ **⏱️ 5 minutes**
4
+
5
+ ---
6
+
7
+ ## Find Mimir
8
+
9
+ In Cursor sidebar:
10
+ - [ ] Expand `whiteport-design-studio`
11
+ - [ ] Expand `src` → `modules` → `wds`
12
+ - [ ] Find `MIMIR-WDS-ORCHESTRATOR.md`
13
+
14
+ ---
15
+
16
+ ## Open AI Chat
17
+
18
+ - [ ] Press **Ctrl+L** (Win/Linux) or **Cmd+L** (Mac)
19
+ - [ ] Or click chat icon in sidebar
20
+
21
+ ---
22
+
23
+ ## Activate Mimir
24
+
25
+ - [ ] Drag `MIMIR-WDS-ORCHESTRATOR.md` into chat input
26
+ - [ ] OR type: `@MIMIR-WDS-ORCHESTRATOR.md`
27
+ - [ ] Type: "Hello Mimir! I just completed setup and I'm ready to start."
28
+ - [ ] Press **Enter**
29
+ - [ ] ✅ Mimir responds!
30
+
31
+ ---
32
+
33
+ ## Answer Mimir's Questions
34
+
35
+ Be honest about:
36
+ - [ ] Your skill level (beginner/learning/comfortable/experienced)
37
+ - [ ] Your project
38
+ - [ ] How you're feeling
39
+
40
+ Mimir will:
41
+ - [ ] Verify your installation
42
+ - [ ] Guide your next steps
43
+ - [ ] Connect you with specialist agents when ready
44
+
45
+ ---
46
+
47
+ ## Remember This Command
48
+
49
+ Whenever you need help:
50
+ ```
51
+ @wds-mimir [your question]
52
+ ```
53
+
54
+ ---
55
+
56
+ ## 🎉 You Did It!
57
+
58
+ **Completed:**
59
+ - ✅ GitHub account & repository
60
+ - ✅ IDE installed
61
+ - ✅ Project cloned
62
+ - ✅ WDS integrated
63
+ - ✅ Docs structure created
64
+ - ✅ Mimir activated
65
+
66
+ **You're ready to design with WDS!**
67
+
68
+ ---
69
+
70
+ ## Next Steps
71
+
72
+ - **[Module 03: Create Project Brief](../../module-03-project-brief/module-03-overview.md)**
73
+ - **[WDS Training Course](../../00-course-overview.md)**
74
+ - **Ask Mimir:** "What should I do next?"
75
+
76
+ ---
77
+
78
+ **Need more detail?** See [full lesson explanation](lesson.md)
79
+
@@ -0,0 +1,244 @@
1
+ # Lesson 05: Mimir Activation
2
+
3
+ **Activate your WDS guide and begin your journey**
4
+
5
+ ---
6
+
7
+ ## What You'll Do
8
+
9
+ - Find the Mimir orchestrator file
10
+ - Drag it to AI chat
11
+ - Have your first conversation with Mimir
12
+ - Begin guided WDS workflow
13
+
14
+ **Time:** 5 minutes
15
+
16
+ ---
17
+
18
+ ## What is Mimir?
19
+
20
+ **Mimir** is your WDS guide and orchestrator.
21
+
22
+ Think of Mimir as:
23
+ - Your coach through WDS methodology
24
+ - Your trainer for each workflow
25
+ - Your psychologist when things feel overwhelming
26
+ - Your strategist for project decisions
27
+
28
+ **Mimir's role:** Assess your needs, understand your skill level, and connect you with the right specialist agents (Freya, Saga, Idunn) when appropriate.
29
+
30
+ ---
31
+
32
+ ## Step 1: Find the Mimir File
33
+
34
+ In Cursor sidebar:
35
+
36
+ 1. Expand **`whiteport-design-studio`**
37
+ 2. Expand **`src`** → **`modules`** → **`wds`**
38
+ 3. Find **`MIMIR-WDS-ORCHESTRATOR.md`**
39
+
40
+ **✅ Checkpoint:** You can see the Mimir file
41
+
42
+ ---
43
+
44
+ ## Step 2: Open AI Chat
45
+
46
+ In Cursor:
47
+
48
+ - **Windows/Linux:** Press **Ctrl+L**
49
+ - **Mac:** Press **Cmd+L**
50
+ - Or click the **chat icon** in the sidebar
51
+
52
+ **The AI chat panel will appear!**
53
+
54
+ ---
55
+
56
+ ## Step 3: Drag Mimir to Chat
57
+
58
+ 1. Click and hold **`MIMIR-WDS-ORCHESTRATOR.md`** in the sidebar
59
+ 2. Drag it into the AI chat input area
60
+ 3. Release
61
+
62
+ **You should see the file attached to your message!**
63
+
64
+ **Alternative method:**
65
+ Type in chat:
66
+ ```
67
+ @MIMIR-WDS-ORCHESTRATOR.md
68
+ ```
69
+
70
+ ---
71
+
72
+ ## Step 4: Send Your First Message
73
+
74
+ **Type your first message:**
75
+
76
+ ```
77
+ Hello Mimir! I just completed the installation setup and I'm ready to start.
78
+ ```
79
+
80
+ **Press Enter or click Send**
81
+
82
+ ---
83
+
84
+ ## What Mimir Will Do
85
+
86
+ Mimir will:
87
+
88
+ 1. **Welcome you warmly** 🌊
89
+ 2. **Assess your situation:**
90
+ - Technical skill level (beginner → experienced)
91
+ - Emotional state (excited, nervous, ready)
92
+ - Familiarity with WDS
93
+ 3. **Check your environment:**
94
+ - Is WDS repository present?
95
+ - Is your project set up correctly?
96
+ - Do you have the docs structure?
97
+ 4. **Understand your project:**
98
+ - What are you building?
99
+ - What phase are you in?
100
+ - Do you need to start from Project Brief?
101
+ 5. **Guide your next steps:**
102
+ - Route you to appropriate agent if needed
103
+ - Suggest which workflow to start with
104
+ - Offer training if you want to learn first
105
+
106
+ ---
107
+
108
+ ## Be Honest with Mimir
109
+
110
+ **Mimir adapts to YOU.**
111
+
112
+ If you're nervous → Mimir will be extra patient
113
+ If you're experienced → Mimir will be concise
114
+ If you're confused → Mimir will slow down
115
+
116
+ **There are no wrong answers!**
117
+
118
+ ---
119
+
120
+ ## Example First Conversation
121
+
122
+ **You:**
123
+ > Hello Mimir! I just completed setup and I'm ready to start.
124
+
125
+ **Mimir:**
126
+ > Welcome! 🌊 I'm Mimir, your guide through Whiteport Design Studio.
127
+ >
128
+ > I can see you've completed the installation - that's fantastic work!
129
+ >
130
+ > Let me understand your situation:
131
+ > 1. How comfortable are you with design tools and AI assistants? (Complete beginner / Learning / Comfortable / Experienced)
132
+ > 2. What project are you working on?
133
+ > 3. How are you feeling about starting this journey?
134
+
135
+ **Just answer honestly!** Mimir will adapt to your needs.
136
+
137
+ ---
138
+
139
+ ## Whenever You Need Help
140
+
141
+ **Remember this simple command:**
142
+
143
+ ```
144
+ @wds-mimir [your question]
145
+ ```
146
+
147
+ **Examples:**
148
+ - `@wds-mimir I'm stuck on trigger mapping, can you help?`
149
+ - `@wds-mimir Which agent should I work with for UX design?`
150
+ - `@wds-mimir I feel overwhelmed, where should I start?`
151
+ - `@wds-mimir Can you walk me through the WDS training?`
152
+
153
+ **No question is too small. Mimir is always here to guide you.**
154
+
155
+ ---
156
+
157
+ ## Troubleshooting
158
+
159
+ **Issue:** Can't find MIMIR file
160
+ **Solution:** Make sure you added `whiteport-design-studio` to workspace (Lesson 04, Step 5)
161
+
162
+ **Issue:** Drag doesn't work
163
+ **Solution:** Use `@MIMIR-WDS-ORCHESTRATOR.md` instead
164
+
165
+ **Issue:** AI doesn't respond
166
+ **Solution:** Make sure you're connected to internet, wait a moment, try again
167
+
168
+ **Issue:** Not sure what to say
169
+ **Solution:** Just say "Hello! I'm new and ready to start" - Mimir will guide you from there
170
+
171
+ ---
172
+
173
+ ## 🎉 Congratulations!
174
+
175
+ ### You Did It!
176
+
177
+ You've completed the entire Module 02: Installation & Setup!
178
+
179
+ **What you accomplished:**
180
+ - ✅ Created GitHub account
181
+ - ✅ Set up project repository
182
+ - ✅ Installed IDE (Cursor or VS Code)
183
+ - ✅ Cloned your project
184
+ - ✅ Added WDS to workspace
185
+ - ✅ Created docs structure
186
+ - ✅ Activated Mimir
187
+
188
+ **This is HUGE!** Many designers never get past this point. You're ready to design with WDS.
189
+
190
+ ---
191
+
192
+ ## Your Journey Continues
193
+
194
+ **Next steps (Mimir will guide you):**
195
+
196
+ - **[Module 03: Create Project Brief](../../module-03-project-brief/module-03-overview.md)** - If starting a new project
197
+ - **[WDS Training Course](../../00-course-overview.md)** - If you want to learn methodology first
198
+ - **Ask Mimir** - "What should I do next?"
199
+
200
+ ---
201
+
202
+ ## Pro Tips for Beginners
203
+
204
+ **Tip 1: Commit Often**
205
+ Every time you make meaningful progress, save to GitHub:
206
+ ```bash
207
+ git add .
208
+ git commit -m "Describe what you did"
209
+ git push
210
+ ```
211
+
212
+ **Tip 2: Keep WDS Updated**
213
+ Once a month, update WDS to get new features:
214
+ ```bash
215
+ cd ~/Projects/whiteport-design-studio
216
+ git pull
217
+ ```
218
+
219
+ **Tip 3: When in Doubt, Ask Mimir**
220
+ ```
221
+ @wds-mimir [your question]
222
+ ```
223
+ No question is too small!
224
+
225
+ **Tip 4: Save Your Workspace**
226
+ In Cursor: **File** → **Save Workspace As** → `my-project.code-workspace`
227
+ Next time, just open this file!
228
+
229
+ ---
230
+
231
+ ## Remember
232
+
233
+ **Whenever in doubt:**
234
+
235
+ ```
236
+ @wds-mimir [your question]
237
+ ```
238
+
239
+ **Mimir believes in you. You can do this. Welcome to WDS.** 🌊
240
+
241
+ ---
242
+
243
+ *Part of Module 02: Installation & Setup*
244
+ *[← Back to Module Overview](../module-02-overview.md)*
@@ -0,0 +1,77 @@
1
+ # Module 02: Installation & Setup
2
+
3
+ **From zero to WDS-ready - complete beginner friendly**
4
+
5
+ ---
6
+
7
+ ## Overview
8
+
9
+ This module takes you from having nothing to being fully set up with WDS, even if you've never used GitHub or an IDE before.
10
+
11
+ **Time:** 45-60 minutes total
12
+ **Difficulty:** Beginner
13
+ **Prerequisites:** Computer + Internet + Email
14
+
15
+ ---
16
+
17
+ ## Lessons
18
+
19
+ ### [Lesson 01: Git Setup](lesson-01-git-setup/)
20
+ **15-20 minutes** | Create GitHub account and repository
21
+
22
+ - **[01 - Quick Checklist](lesson-01-git-setup/01-quick-checklist.md)** - Action list
23
+ - **[02 - Full Lesson](lesson-01-git-setup/02-full-lesson.md)** - With explanations
24
+
25
+ ---
26
+
27
+ ### [Lesson 02: IDE Installation](lesson-02-ide-installation/)
28
+ **10 minutes** | Install Cursor or VS Code
29
+
30
+ - **[01 - Quick Checklist](lesson-02-ide-installation/01-quick-checklist.md)** - Action list
31
+ - **[02 - Full Lesson](lesson-02-ide-installation/02-full-lesson.md)** - With explanations
32
+
33
+ ---
34
+
35
+ ### [Lesson 03: Git Repository Cloning](lesson-03-git-cloning/)
36
+ **10 minutes** | Clone your project to your computer
37
+
38
+ - **[01 - Quick Checklist](lesson-03-git-cloning/01-quick-checklist.md)** - Action list
39
+ - **[02 - Full Lesson](lesson-03-git-cloning/02-full-lesson.md)** - With explanations
40
+
41
+ ---
42
+
43
+ ### [Lesson 04: WDS Project Initialization](lesson-04-wds-initialization/)
44
+ **15-20 minutes** | Add WDS, create docs structure, activate Mimir
45
+
46
+ - **[01 - Quick Checklist](lesson-04-wds-initialization/01-quick-checklist.md)** - Action list
47
+ - **[02 - Full Lesson](lesson-04-wds-initialization/02-full-lesson.md)** - With explanations
48
+
49
+ ---
50
+
51
+ ## Quick Start
52
+
53
+ **Want the fastest path?**
54
+
55
+ Follow the checklists: [Start with Lesson 01 Checklist →](lesson-01-git-setup/01-quick-checklist.md)
56
+
57
+ **Want detailed explanations?**
58
+
59
+ Follow the full lessons: [Start with Lesson 01 Full Lesson →](lesson-01-git-setup/02-full-lesson.md)
60
+
61
+ ---
62
+
63
+ ## After This Module
64
+
65
+ - ✅ GitHub account and repository
66
+ - ✅ IDE installed and configured
67
+ - ✅ Project cloned to your computer
68
+ - ✅ WDS integrated in workspace
69
+ - ✅ Docs folder structure created
70
+ - ✅ Mimir activated and ready
71
+
72
+ **Next:** [Module 03: Create Project Brief](../module-03-project-brief/module-03-overview.md)
73
+
74
+ ---
75
+
76
+ *Part of the WDS Course: From Designer to Linchpin*
77
+ *[← Back to Course Overview](../00-course-overview.md)*
@@ -0,0 +1,175 @@
1
+ # Lesson 1: Understanding Alignment
2
+
3
+ **Why alignment matters before starting work - and why understanding comes first**
4
+
5
+ **Time:** 10 minutes
6
+
7
+ ---
8
+
9
+ ## The Foundation: Understand Before You Solve
10
+
11
+ Before we talk about alignment documents and contracts, let's talk about the discipline that makes everything else work: **understanding before solving**.
12
+
13
+ **The carpenter measures twice before cutting once.**
14
+ **The doctor diagnoses before writing a prescription.**
15
+ **You understand deeply before proposing solutions.**
16
+
17
+ This isn't about being slow. It's about being professional.
18
+
19
+ ---
20
+
21
+ ## The Two-Meeting Approach
22
+
23
+ **Meeting 1: Discovery**
24
+ - Ask questions
25
+ - Find the real pain points
26
+ - Take notes
27
+ - Confirm understanding
28
+ - Say: "Let me think about this and come back with a thoughtful proposal"
29
+ - **Do NOT present solutions yet**
30
+
31
+ **Meeting 2: Presentation**
32
+ - Present your thoughtful alignment document
33
+ - Show you understand their needs
34
+ - Negotiate and iterate
35
+ - Get acceptance
36
+
37
+ **Why this matters:** When you resist the urge to solve immediately and take time to understand deeply, stakeholders FEEL that you genuinely care about their success, not just about showing off your cleverness.
38
+
39
+ ---
40
+
41
+ ## Why Alignment Matters
42
+
43
+ When you're building something that makes the world a better place, and you need others involved, you need alignment first.
44
+
45
+ **Without alignment:**
46
+ - Misunderstandings about scope
47
+ - Disagreements about budget
48
+ - Unclear expectations
49
+ - Projects fail or stall
50
+
51
+ **With alignment:**
52
+ - Everyone understands the idea, why, what, how, budget, and commitment
53
+ - Clear expectations from the start
54
+ - Projects succeed because everyone is on the same page
55
+
56
+ ---
57
+
58
+ ## The 6 Elements of Alignment
59
+
60
+ When others are involved, you need alignment on:
61
+
62
+ 1. **The Idea** - What are we building?
63
+ 2. **Why** - Why should it be done?
64
+ 3. **What** - What does it contain?
65
+ 4. **How** - How will it be executed?
66
+ 5. **Budget** - What resources are needed?
67
+ 6. **Commitment** - What are we willing to commit to make it happen?
68
+
69
+ **But here's the key:** These elements come from discovery. You learn what they need FIRST, then you articulate these elements based on that understanding. You're not making this up - you're reflecting back what they told you matters to them.
70
+
71
+ ---
72
+
73
+ ## Discovery Questions That Reveal What They Need
74
+
75
+ Before you can create an alignment document, you need to understand what success looks like for THEM:
76
+
77
+ **Understanding Their Desired Outcomes:**
78
+ - **What does success look like for you?** (Their desired outcome)
79
+ - **What's not working right now?** (The pain they're experiencing)
80
+ - **Tell me more about that - what specifically happens?** (Dig deeper)
81
+ - **How does that impact your business/team/users?** (Understanding consequences)
82
+ - **What happens if we don't solve this?** (The cost of inaction)
83
+ - **What have you tried before?** (What didn't work and why)
84
+ - **What would make this a home run?** (Their definition of exceptional)
85
+
86
+ **Understanding Their Concerns & Risks:**
87
+ - **Is there something specific you're concerned about?** (Their worries)
88
+ - **What would help you feel confident about moving forward?** (What they need to feel secure)
89
+ - **What lessons have you learned from past projects?** (Learning from history without dwelling on failures)
90
+ - **What would make you feel this is going well as we proceed?** (Positive indicators)
91
+ - **What dependencies or external factors should we plan for?** (External factors, neutral framing)
92
+ - **What would be important to include in our agreement?** (Their priorities for protection)
93
+ - **How would you like us to handle changes or unexpected situations?** (Proactive planning)
94
+
95
+ **Keep asking until you find the real pain point AND the real risks.** Then enquire deeper about both. Confirm they actually exist before you even think about solutions.
96
+
97
+ **Why ask about risks?** Because understanding their concerns helps you:
98
+ - Create contract provisions that actually protect against real risks
99
+ - Set realistic expectations
100
+ - Build trust by showing you're thinking about problems, not just opportunities
101
+ - Design solutions that mitigate their specific concerns
102
+ - Include mutually beneficial protections in the agreement
103
+
104
+ ---
105
+
106
+ ## Different User Scenarios
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+
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+ ### Consultant → Client
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+ - **You:** Consultant proposing a solution
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+ - **They:** Client who needs to approve
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+ - **Document:** Project Contract
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+ - **Need:** Get client aligned and committed
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+
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+ ### Business Owner → Suppliers
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+ - **You:** Business owner hiring consultants/suppliers
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+ - **They:** Suppliers who need to understand the work
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+ - **Document:** Service Agreement
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+ - **Need:** Get suppliers aligned and committed
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+
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+ ### Manager/Employee → Stakeholders
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+ - **You:** Manager or employee seeking approval
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+ - **They:** Internal stakeholders (sponsors, budget approvers)
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+ - **Document:** Signoff Document
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+ - **Need:** Get stakeholders aligned and committed
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+
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+ ---
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+
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+ ## When to Skip Alignment
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+
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+ **Skip this module if:**
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+ - You're doing the project yourself
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+ - You have full autonomy
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+ - You don't need stakeholder approval
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+
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+ **Go directly to:** [Module 04: Create Project Brief](../module-04-project-brief/tutorial-04.md)
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+
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+ ---
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+
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+ ## The Alignment Process
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+
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+ **The complete workflow from first meeting to project start:**
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+
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+ 1. **Discovery meeting** - Listen: Ask questions, find pain points, take notes, confirm understanding
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+ 2. **Stop & reflect** - "Let me think about this and come back with a thoughtful proposal"
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+ 3. **Create alignment document** - Based on what you learned in discovery
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+ 4. **Presentation meeting** - Present: Share with stakeholders, show you understood them
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+ 5. **Iterate** - Negotiate: Adjust and refine together until you find the perfect match
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+ 6. **Get acceptance** - Accept: They say "Yes, this is exactly what we need"
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+ 7. **Generate signoff document** - Contract: Create short, clear contract based on accepted pitch
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+ 8. **Sign** - Both parties sign
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+ 9. **Create project brief** - Brief: Use pitch and contract as the backbone
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+
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+ **Key principle:** The pitch and contract aren't throwaway documents. They become the foundation that guides your entire project. Everything connects.
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+
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+ ---
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+
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+ ## Key Takeaways
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+
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+ **The discipline of professional patience:**
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+ - The carpenter measures twice before cutting once
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+ - The doctor diagnoses before prescribing
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+ - You understand before solving
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+
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+ **The mindset shift:**
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+ - When you genuinely understand what they need, pitching stops feeling like selling and starts feeling like helping
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+ - You're not trying to impress them with quick solutions - you're serving them with thoughtful understanding
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+
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+ **WDS helps with alignment** - getting everyone on the same page before starting work. But it starts with the discipline to understand deeply first. The alignment phase is collaborative and iterative. Once approved, the signoff document formalizes that commitment.
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+
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+ ---
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+
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+ **Next:** [Lesson 2: Creating Your Alignment Document →](lesson-02-creating-alignment-document.md)
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+
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+ [← Back to Module Overview](module-03-overview.md)
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+