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
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  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
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  671. package/src/workflows/workflow-init/project-initiation-conversation.md +957 -0
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  675. package/src/workflows/workflow-init/steps/step-03-delivery-config.md +76 -0
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@@ -0,0 +1,189 @@
1
+ # Lesson 5: Internal Signoff Documents
2
+
3
+ **Formalizing alignment for internal company projects**
4
+
5
+ **Time:** 10 minutes
6
+
7
+ ---
8
+
9
+ ## When You Need Internal Signoff
10
+
11
+ **Internal signoff is for:**
12
+ - **Manager/Employee**: Seeking approval for an internal project
13
+ - **Internal Stakeholders**: Getting buy-in from departments, executives, or teams
14
+ - **Company Projects**: Building something within your organization
15
+
16
+ **These documents:**
17
+ - Formalize internal agreements
18
+ - Document approval and commitment
19
+ - Set expectations for internal teams
20
+ - May follow company-specific formats
21
+
22
+ ---
23
+
24
+ ## Internal Signoff vs. External Contracts
25
+
26
+ **Key Differences:**
27
+
28
+ | Aspect | External Contracts | Internal Signoff |
29
+ |--------|-------------------|-----------------|
30
+ | **Parties** | Separate entities (consultant/client) | Same organization (internal) |
31
+ | **Legal Framework** | Governing law, jurisdiction required | Usually not needed |
32
+ | **Payment Terms** | External payment, invoices | Internal budget allocation |
33
+ | **IP Ownership** | Transfer of ownership | Usually stays within company |
34
+ | **Format** | Standard contract format | May follow company format |
35
+ | **Approval** | Signatures from both parties | Internal approval workflow |
36
+
37
+ ---
38
+
39
+ ## Internal Signoff Document Structure
40
+
41
+ **Internal signoff focuses on approval, ownership, and outcomes rather than detailed scope:**
42
+
43
+ ### 1. Project Overview
44
+ - The Realization
45
+ - Recommended Solution
46
+ - Why It Matters
47
+
48
+ ### 2. Goals and Success Metrics
49
+ - **What are we trying to accomplish?**
50
+ - **How will we measure success?**
51
+ - **What does success look like?**
52
+ - **Key performance indicators (KPIs)**
53
+ - **Success criteria**
54
+
55
+ **Focus**: Clear outcomes and measurable results, not detailed deliverables.
56
+
57
+ ### 3. Budget and Resources
58
+ - **Budget allocation**: Total budget estimate
59
+ - **Budget breakdown**: How budget will be allocated (if applicable)
60
+ - **Resources needed**: Team, tools, external services (high-level)
61
+ - **Not-to-Exceed**: Budget cap (if applicable)
62
+
63
+ **Focus**: Budget estimates and resource allocation, not hourly rates or time tracking.
64
+
65
+ ### 4. Ownership and Responsibility
66
+ - **Project Owner**: Who owns this project?
67
+ - **Process Owner**: Who is responsible for execution?
68
+ - **Key Stakeholders**: Who is involved/affected?
69
+ - **Decision-Making Authority**: Who makes key decisions?
70
+
71
+ **Focus**: Clear ownership and accountability, not detailed work breakdown.
72
+
73
+ ### 5. Approval and Sign-Off
74
+ - **Who needs to approve**: List of approvers
75
+ - **Approval stages**: Multi-stage approval process (if applicable)
76
+ - **Sign-off process**: How approval is documented
77
+ - **Timeline for approval**: When approval is needed
78
+
79
+ **Focus**: Clear approval workflow and sign-off process.
80
+
81
+ ### 6. Timeline and Milestones
82
+ - **Key milestones**: Major project milestones
83
+ - **Delivery dates**: When outcomes are expected
84
+ - **Critical deadlines**: Important dates
85
+
86
+ **Focus**: High-level timeline, not detailed task schedules.
87
+
88
+ ### 7. Optional Sections
89
+ - **Confidentiality**: If sensitive information involved
90
+ - **Risks and Considerations**: Potential challenges or risks
91
+ - **The Path Forward**: High-level approach (brief overview)
92
+
93
+ ---
94
+
95
+ ## Company Signoff Format (Optional)
96
+
97
+ **If your company has a standard signoff format:**
98
+
99
+ ### Upload Your Format
100
+ - Upload or paste your company's signoff document template
101
+ - Saga will adapt it to match your format
102
+ - Preserve company-specific sections and language
103
+ - Incorporate alignment document content
104
+
105
+ ### Benefits
106
+ - Follows internal processes
107
+ - Matches company expectations
108
+ - Easier approval workflow
109
+ - Familiar format for stakeholders
110
+
111
+ **This ensures** the signoff follows your internal processes and approval workflows.
112
+
113
+ ---
114
+
115
+ ## Approval Workflow
116
+
117
+ **Internal signoff typically involves:**
118
+
119
+ 1. **Initial Review**: Share with immediate stakeholders
120
+ 2. **Department Approval**: Get buy-in from affected departments
121
+ 3. **Budget Approval**: Secure budget allocation
122
+ 4. **Executive Sign-off**: Final approval from decision-makers
123
+ 5. **Documentation**: File signed document for records
124
+
125
+ **Saga will help you:**
126
+ - Identify who needs to approve
127
+ - Structure the approval workflow
128
+ - Create appropriate sign-off sections
129
+
130
+ ---
131
+
132
+ ## Best Practices
133
+
134
+ **For Internal Signoff:**
135
+
136
+ ### Focus on Outcomes
137
+ - Emphasize goals and success metrics
138
+ - Show what value will be created
139
+ - Define clear success criteria
140
+ - Avoid getting lost in detailed scope
141
+
142
+ ### Clear Ownership
143
+ - Identify project owner clearly
144
+ - Define who owns the process
145
+ - Clarify decision-making authority
146
+ - Set accountability expectations
147
+
148
+ ### Budget Clarity
149
+ - Provide realistic budget estimates
150
+ - Show how budget will be allocated
151
+ - Include not-to-exceed cap if needed
152
+ - Focus on budget, not hours or rates
153
+
154
+ ### Approval Workflow
155
+ - Identify all approvers early
156
+ - Understand approval stages
157
+ - Follow company sign-off process
158
+ - Get buy-in before formal sign-off
159
+
160
+ ### Follow Company Process
161
+ - Use company format if available
162
+ - Follow internal approval workflows
163
+ - Match company documentation standards
164
+ - Document everything properly
165
+
166
+ ---
167
+
168
+ ## After Signoff Document
169
+
170
+ **Once signoff document is approved:**
171
+ - ✅ Internal alignment achieved
172
+ - ✅ Budget/resources committed
173
+ - ✅ Stakeholders on board
174
+ - ✅ Ready to proceed to Project Brief
175
+
176
+ **Next:** [Module 04: Create Project Brief](../module-04-project-brief/tutorial-04.md)
177
+
178
+ ---
179
+
180
+ ## Key Takeaway
181
+
182
+ **Internal signoff documents formalize** internal agreements and secure commitment from stakeholders within your organization. They may follow company-specific formats and focus on approval workflows rather than legal protections.
183
+
184
+ ---
185
+
186
+ **Next:** [Tutorial: Alignment & Signoff →](tutorial-03.md)
187
+
188
+ [← Back to Module Overview](module-03-overview.md) | [Previous: Lesson 4: External Contracts →](lesson-04-external-contracts.md)
189
+
@@ -0,0 +1,170 @@
1
+ # Module 03: Alignment & Signoff
2
+
3
+ **Get stakeholders aligned and secure commitment before starting the project**
4
+
5
+ ---
6
+
7
+ ## Overview
8
+
9
+ This module teaches you how to create alignment around your idea and secure formal commitment from stakeholders before diving into detailed project work.
10
+
11
+ **Time:** 55-75 minutes
12
+ **Prerequisites:** Module 02 completed (WDS installed)
13
+ **When to use:** Optional - Use when you need stakeholder alignment (consultant → client, business → suppliers, manager → stakeholders)
14
+ **What you'll create:** Alignment document (pitch) and signoff document (contract/service agreement/signoff)
15
+
16
+ ---
17
+
18
+ ## What You'll Learn
19
+
20
+ - **The discovery discipline** - how to understand their outcomes before proposing solutions
21
+ - **The two-meeting approach** - separate discovery from solution presentation
22
+ - **Professional patience** - the carpenter measures twice, the doctor diagnoses first
23
+ - How to ask discovery questions that reveal what success looks like for them
24
+ - Creating a compelling alignment document that gets everyone on the same page
25
+ - Negotiating and iterating until stakeholders accept
26
+ - Generating appropriate signoff documents (external contracts or internal signoff)
27
+ - When to skip this module (if you're doing it yourself)
28
+
29
+ ---
30
+
31
+ ## Module Structure
32
+
33
+ ### [Lesson 1: Understanding Alignment](lesson-01-understanding-alignment.md)
34
+
35
+ **Time:** 10 minutes
36
+
37
+ - Why alignment matters before starting work
38
+ - **The discovery discipline**: Understanding before solving
39
+ - **Professional patience**: The carpenter measures twice, the doctor diagnoses first
40
+ - The 6 elements of alignment (Idea, Why, What, How, Budget, Commitment)
41
+ - Different user scenarios (consultant, business owner, manager/employee)
42
+ - When to skip alignment (doing it yourself)
43
+
44
+ ### [Lesson 2: Creating Your Alignment Document](lesson-02-creating-alignment-document.md)
45
+
46
+ **Time:** 20 minutes
47
+
48
+ - **The discovery phase**: Ask questions until you find the real pain point
49
+ - **Resist solving in the discovery meeting**: Take notes, confirm, then stop
50
+ - The 10 sections of an alignment document
51
+ - How to explore sections flexibly
52
+ - Extracting information from existing communications
53
+ - Synthesizing into a clear, compelling document
54
+
55
+ ### [Lesson 3: Negotiation & Acceptance](lesson-03-negotiation-acceptance.md)
56
+
57
+ **Time:** 10 minutes
58
+
59
+ - Sharing with stakeholders
60
+ - Gathering feedback and iterating
61
+ - Getting acceptance and alignment
62
+ - When everyone is on the same page
63
+
64
+ ### [Lesson 4: External Contracts](lesson-04-external-contracts.md)
65
+
66
+ **Time:** 15 minutes
67
+
68
+ - When you need external contracts (consultant → client, business → suppliers)
69
+ - Project Contract vs. Service Agreement
70
+ - Key contract clauses and best practices
71
+ - Business models (fixed-price, hourly, retainer)
72
+ - Payment terms, scope protection, legal framework
73
+
74
+ ### [Lesson 5: Internal Signoff Documents](lesson-05-internal-signoff.md)
75
+
76
+ **Time:** 10 minutes
77
+
78
+ - When you need internal signoff (manager/employee seeking approval)
79
+ - Internal signoff document structure
80
+ - Company signoff format adaptation
81
+ - Approval workflows and stakeholders
82
+
83
+ ---
84
+
85
+ ## Tutorial
86
+
87
+ **[Tutorial: Alignment & Signoff →](tutorial-03.md)**
88
+
89
+ Step-by-step hands-on guide to creating your alignment document and securing signoff.
90
+
91
+ **Time:** 55-75 minutes
92
+ **What you'll create:** Complete alignment document and signoff document (external contract or internal signoff)
93
+
94
+ ---
95
+
96
+ ## Key Concepts
97
+
98
+ **The Discovery Discipline:**
99
+ - **Understand before you solve** - The carpenter measures twice, the doctor diagnoses first
100
+ - **Separate discovery from solution** - Don't present solutions in the first meeting
101
+ - **Ask until you find the pain point** - Keep digging deeper to understand the real issue
102
+ - **Take notes, confirm understanding, then stop** - Come back with a thoughtful proposal
103
+
104
+ **Alignment Document (Pitch):**
105
+ - Created AFTER discovery phase
106
+ - Makes the case for why the project matters
107
+ - Gets stakeholders aligned on Idea, Why, What, How, Budget, Commitment
108
+ - Readable in 2-3 minutes
109
+ - Allows negotiation and iteration
110
+
111
+ **Signoff Documents:**
112
+ - **External Contracts**: Project Contract (consultant → client) or Service Agreement (business → suppliers)
113
+ - Includes legal protections, payment terms, IP ownership
114
+ - Different business models (fixed-price, hourly, retainer)
115
+ - **Internal Signoff**: For internal company projects
116
+ - May follow company-specific formats
117
+ - Focuses on approval workflows and budget allocation
118
+ - Both include scope, investment, timeline, deliverables
119
+
120
+ **The Flow:**
121
+ 1. **Discovery meeting** - Listen: Ask questions, understand their goals and what's important for success
122
+ 2. **Stop & reflect** - "Let me think about this and come back with a thoughtful proposal"
123
+ 3. **Create alignment document** - Create: Build pitch based on what they told you
124
+ 4. **Presentation meeting** - Present: Share proposal showing you understood them
125
+ 5. **Iterate** - Negotiate: Adjust and refine together to find the perfect match
126
+ 6. **Get acceptance** - Accept: They say yes to the pitch
127
+ 7. **Generate signoff** - Contract: Create short, clear contract based on accepted pitch
128
+ 8. **Sign** - Both parties sign
129
+ 9. **Proceed to Project Brief** - Brief: Use pitch and contract as the backbone
130
+
131
+ **Key:** Pitch and contract become the foundation for your project brief - not throwaway documents.
132
+
133
+ ---
134
+
135
+ ## Learning Outcomes
136
+
137
+ By the end of this module, you will:
138
+
139
+ - ✅ Understand the discipline of discovery before solution
140
+ - ✅ Know how to ask questions that reveal what success looks like for them
141
+ - ✅ Be able to separate discovery meetings from solution presentation
142
+ - ✅ Understand when you need stakeholder alignment
143
+ - ✅ Know how to create a compelling alignment document based on real understanding
144
+ - ✅ Be able to negotiate and iterate until acceptance
145
+ - ✅ Generate appropriate external contracts or internal signoff documents
146
+ - ✅ Know when to skip this module and go straight to Project Brief
147
+
148
+ ---
149
+
150
+ ## When to Skip This Module
151
+
152
+ **Skip if:**
153
+ - You're doing the project yourself
154
+ - You have full autonomy
155
+ - You don't need stakeholder approval
156
+
157
+ **Go directly to:** [Module 04: Create Project Brief](../module-04-project-brief/tutorial-04.md)
158
+
159
+ ---
160
+
161
+ ## Start Learning
162
+
163
+ **[Begin with Lesson 1: Understanding Alignment →](lesson-01-understanding-alignment.md)**
164
+
165
+ ---
166
+
167
+ [← Back to Course Overview](../00-course-overview.md) | [Next: Module 04: Create Project Brief →](../module-04-project-brief/tutorial-04.md)
168
+
169
+ *Part of the WDS Course: From Designer to Linchpin*
170
+
@@ -0,0 +1,344 @@
1
+ # Tutorial 03: Alignment & Signoff
2
+
3
+ **Hands-on guide to discovering needs, getting stakeholders aligned, and securing commitment**
4
+
5
+ ---
6
+
7
+ ## Overview
8
+
9
+ This tutorial walks you through the professional process of understanding what your stakeholders need, creating an alignment document (pitch) based on that understanding, and securing formal signoff before starting your project.
10
+
11
+ **Time:** 60-90 minutes (including discovery meeting)
12
+ **Prerequisites:** Module 02 completed (WDS installed)
13
+ **What you'll create:** Discovery notes, alignment document, and signoff document
14
+
15
+ ---
16
+
17
+ ## What You'll Learn
18
+
19
+ - **The discovery discipline** - how to understand their outcomes before proposing solutions
20
+ - **The two-meeting approach** - separating discovery from solution presentation
21
+ - **Professional patience** - the carpenter measures twice, the doctor diagnoses first
22
+ - How to ask discovery questions that reveal what success looks like
23
+ - Creating a compelling alignment document based on real understanding
24
+ - Negotiating and iterating until acceptance
25
+ - Generating appropriate signoff documents
26
+ - Understanding contract clauses and best practices
27
+
28
+ ---
29
+
30
+ ## Before You Start
31
+
32
+ **You'll need:**
33
+ - A project idea that needs stakeholder alignment
34
+ - **Access to a stakeholder for a discovery conversation**
35
+ - 60-90 minutes of focused time (including meeting time)
36
+ - Optional: Existing communications/documents from stakeholders
37
+
38
+ **AI Support:**
39
+ - **Saga WDS Analyst Agent** will guide you through the process
40
+ - She'll help you prepare for discovery
41
+ - Help you craft discovery questions
42
+ - Guide you through creating the alignment document AFTER discovery
43
+ - Help generate the signoff document after acceptance
44
+
45
+ **Critical mindset:** You are NOT ready to pitch until you understand what they need. Discovery comes first.
46
+
47
+ ---
48
+
49
+ ## Step 1: Prepare for Discovery (5 min)
50
+
51
+ **First, clarify your scenario:**
52
+
53
+ - **Consultant proposing to client** → Discovery will help you understand their business needs
54
+ - **Business hiring suppliers** → Discovery will help you clarify what you're buying
55
+ - **Manager/employee seeking approval** → Discovery will help you understand stakeholder priorities
56
+ - **Doing it yourself** → Skip this tutorial, go to Module 04: Create Project Brief
57
+
58
+ **Your scenario:** [Write your scenario here]
59
+
60
+ **With Saga, prepare your discovery questions:**
61
+ - What do you want to learn?
62
+ - What questions will reveal what success looks like for them?
63
+ - What pain points do you suspect exist (to be confirmed)?
64
+
65
+ ---
66
+
67
+ ## Step 2: Conduct Discovery Meeting (20-30 min)
68
+
69
+ **This is the most important step. Do NOT skip this.**
70
+
71
+ **Your goal:** Understand what they need, NOT pitch your solution.
72
+
73
+ **In the discovery meeting:**
74
+
75
+ 1. **Ask questions** - Use the questions you prepared with Saga
76
+
77
+ *Understanding their outcomes:*
78
+ - "What does success look like for you?"
79
+ - "What's not working right now?"
80
+ - "Tell me more about that..."
81
+ - "How does that impact your business/team/users?"
82
+ - "What happens if we don't solve this?"
83
+ - "What have you tried before?"
84
+ - "What would make this a home run?"
85
+
86
+ *Understanding their risks and concerns:*
87
+ - "Is there something specific you're concerned about?"
88
+ - "What would help you feel confident about moving forward?"
89
+ - "What lessons have you learned from past projects?"
90
+ - "What would make you feel this is going well as we proceed?"
91
+ - "What dependencies or external factors should we plan for?"
92
+ - "What would be important to include in our agreement?"
93
+ - "How would you like us to handle changes or unexpected situations?"
94
+
95
+ 2. **Listen deeply** - Take detailed notes on what they say (both opportunities AND concerns)
96
+
97
+ 3. **Find the pain point AND the risks** - Keep asking until you understand both what they want to achieve and what they're worried about
98
+
99
+ 4. **Confirm both exist** - "So if I understand correctly, you're looking to achieve X, which will deliver Y, and you'd like us to plan for Z?"
100
+
101
+ 5. **Resist the urge to solve** - Even if you see the perfect solution, DON'T present it yet
102
+ - The carpenter measures twice
103
+ - The doctor diagnoses first
104
+ - You understand before solving
105
+
106
+ 6. **End with commitment to return** - "Thank you for sharing this - your goals and what's important to you for this to succeed. Let me think about how I can help you achieve what you need while addressing what you've mentioned. I'll come back to you with a thoughtful proposal."
107
+
108
+ **Why discover risks?** Understanding what's important to them for the project to succeed helps you:
109
+ - Create contract provisions that give them confidence
110
+ - Set realistic expectations together
111
+ - Build trust by showing you're thinking about how to make this successful
112
+ - Design solutions that address what matters to them
113
+ - Include mutually beneficial protections in the agreement
114
+
115
+ **Take detailed notes** during or immediately after the meeting.
116
+
117
+ ---
118
+
119
+ ## Step 3: Extract Information & Reflect (10 min)
120
+
121
+ **Now work with Saga to synthesize what you learned:**
122
+
123
+ Share your discovery notes with Saga. She will help you extract:
124
+ - Realizations or observations they mentioned
125
+ - Their definition of success
126
+ - Pain points they're experiencing
127
+ - **Concerns and risks they raised** (these will inform contract provisions)
128
+ - **Past project problems they mentioned** (what went wrong before)
129
+ - Requirements they discussed
130
+ - What happens if they don't solve this
131
+ - Context and background
132
+ - Timeline or urgency
133
+ - Budget or constraints
134
+ - **Dependencies and constraints**
135
+ - **What would make them uncomfortable**
136
+
137
+ **Critical check:** Can you clearly articulate:
138
+ 1. What success looks like for THEM in their own words?
139
+ 2. What specific concerns and risks they mentioned?
140
+
141
+ - **If YES to both:** You're ready to create the alignment document AND design contract provisions that address real concerns
142
+ - **If NO to either:** You need another discovery conversation or follow-up questions
143
+
144
+ **The risks you discover become contract protections:** For example:
145
+ - They mention "past contractors disappeared mid-project" → Include milestone-based payments and regular check-ins in contract
146
+ - They mention "we've had scope creep before" → Include detailed "What's NOT included" section and change order process
147
+ - They mention "we got stuck waiting on vendor access" → Include dependency management and pause clauses
148
+ - They mention "timeline is critical for launch date" → Include time-based milestones and delay penalties/protections
149
+
150
+ ---
151
+
152
+ ## Step 4: Explore Alignment Sections (20-30 min)
153
+
154
+ **Work through these 10 sections** (in whatever order makes sense) **based on what you learned in discovery:**
155
+
156
+ 1. **The Realization** - What they've said needs attention (use their evidence)
157
+ 2. **Why It Matters** - Why this matters to THEM and who they help (use their words)
158
+ 3. **How We See It Working** - Your solution approach (based on understanding their needs)
159
+ 4. **Paths We Explored** - 2-3 solution options you considered
160
+ 5. **Recommended Solution** - Preferred approach and why it serves them
161
+ 6. **The Path Forward** - How the work will be done (WDS phases and practical approach)
162
+ 7. **The Value We'll Create** - What happens if they DO build this (their desired outcomes)
163
+ 8. **Cost of Inaction** - What happens if they DON'T build this (their stated consequences)
164
+ 9. **Our Commitment** - Resources needed and potential risks
165
+ 10. **Summary** - Summary reflecting back their needs
166
+
167
+ **Saga will guide you** through each section, asking one question at a time and reflecting back what she hears.
168
+
169
+ **Key principle:** Everything should connect back to what they told you in discovery. You're not making this up - you're synthesizing their needs into a clear proposal.
170
+
171
+ ### Best Practice: Realization Section with Evidence
172
+
173
+ **When exploring "The Realization" section**, Saga will help you:
174
+
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+ 1. **Identify the realization** - What have you realized needs attention?
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+ 2. **Confirm it's real** - Is there evidence that supports this?
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+ 3. **Gather evidence** - What proof do you have?
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+
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+ **Soft Evidence** (qualitative):
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+ - Testimonials: "Customers tell us..."
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+ - Complaints: "Support tickets show..."
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+ - Observations: "We've noticed that..."
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+ - Interviews: "In user interviews, people mentioned..."
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+
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+ **Hard Evidence** (quantitative):
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+ - Statistics: "45% of users..."
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+ - Analytics: "Bounce rate increased 25%..."
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+ - Surveys: "78% rated this as 'difficult'..."
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+ - Logs: "Server logs show 500 errors occur..."
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+
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+ **Example:**
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+ > "Our customers consistently report frustration with checkout (testimonials). Analytics confirm: 45% abandon checkout, taking 12 minutes on average - 3x longer than industry standard (statistics). Support tickets show 60% of complaints are about checkout complexity (complaints), and our survey found 78% rated it as 'difficult' (survey results)."
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+
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+ **If you don't have evidence yet:** That's okay! Acknowledge this and propose gathering evidence as part of the project.
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+
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+ ---
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+
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+ ## Step 5: Synthesize Alignment Document (5 min)
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+
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+ **Saga will help you create:**
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+
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+ `docs/1-project-brief/pitch.md`
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+
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+ - Clear, brief, readable in 2-3 minutes
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+ - Makes the case for the project using their language
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+ - Reflects back what they told you they need
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+ - Ready to share with stakeholders in your SECOND meeting
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+
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+ **Review together:** Does this capture what they said they need? Does it show you understand their desired outcomes?
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+
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+ ---
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+
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+ ## Step 6: Presentation Meeting - Share & Negotiate (Variable time)
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+
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+ **Now schedule your SECOND meeting with the stakeholder:**
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+
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+ - Present the alignment document
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+ - Show you understood what they need
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+ - Gather feedback
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+ - Make changes and iterate
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+ - Update until everyone is on board
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+
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+ **This is negotiation, not rejection:** Their feedback helps you refine the proposal until it serves them perfectly.
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+
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+ **Remember:** You're not defending your idea - you're collaborating to find the version that works for everyone.
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+
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+ ---
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+
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+ ## Step 7: Get Acceptance (Variable time)
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+
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+ **Once stakeholders accept:**
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+ - Everyone is aligned on Idea, Why, What, How, Budget, Commitment
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+ - You have buy-in before starting detailed work
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+ - Ready to secure formal commitment
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+
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+ ---
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+
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+ ## Step 8: Generate Signoff Document (15-20 min)
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+
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+ **After acceptance, Saga will help you create:**
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+
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+ **Choose your document type:**
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+ 1. **Project Contract** - For consultant → client
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+ 2. **Service Agreement** - For business → suppliers
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+ 3. **Signoff Document** - For internal company projects
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+ - *Optional: Upload your company's signoff format*
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+
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+ **Key principle: Short and concise contracts**
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+
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+ The Strategic Professional emphasizes: "Long contracts are hard to understand, and it's easier to hide strange provisions in dense text. Keep it clear and brief. The contract is based on the pitch they already accepted - you're formalizing what they agreed to, not writing from scratch."
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+
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+ **Saga will guide you through:**
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+ - **Scope of work** - References the accepted pitch (what's in, what's explicitly out)
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+ - **Deliverables** - From the pitch
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+ - **Timeline** - Milestones from the pitch
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+ - **Payment terms** - Cost and payment schedule from the pitch (with upfront payment guidance for fixed-price contracts)
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+ - **Change order process** - How scope changes are handled
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+ - **Acceptance criteria** - When work is considered complete (from their definition of success in the pitch)
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+ - **Intellectual property ownership** - Who owns what
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+ - **Termination clause** - How either party can exit
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+ - **Confidentiality** - If needed
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+ - **Legal jurisdiction and contract language** - If needed
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+ - **Work initiation terms** - When work begins
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+ - **Dispute resolution** - If needed
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+ - **Warranties & limitations** - What you guarantee (and don't)
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+
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+ **The contract references the pitch** - Everything points back to the accepted alignment document. This keeps it short, clear, and aligned.
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+
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+ **Output:** `docs/1-project-brief/[contract/service-agreement/signoff].md`
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+
271
+ ---
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+
273
+ ## Step 9: Finalize & Proceed (5 min)
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+
275
+ **Once signoff document is finalized:**
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+ - ✅ Alignment achieved
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+ - ✅ Commitment secured
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+ - ✅ Foundation established
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+ - ✅ Pitch and contract ready to become backbone of project brief
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+
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+ **The connection:** The pitch and contract aren't throwaway documents. When you move to Module 04 to create your Project Brief, these documents become the foundation. The brief builds on the alignment and legal framework you've established.
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+
283
+ **Workflow complete:**
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+ 1. ✅ Listen - Discovery meeting
285
+ 2. ✅ Create - Pitch based on understanding
286
+ 3. ✅ Present - Shared proposal
287
+ 4. ✅ Negotiate - Refined together
288
+ 5. ✅ Accept - They said yes
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+ 6. ✅ Contract - Short, clear, based on pitch
290
+ 7. ✅ Sign - Both parties committed
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+ 8. ➡️ **Next:** Brief - Use pitch and contract as backbone
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+
293
+ **Next:** [Module 04: Create Project Brief](../module-04-project-brief/tutorial-04.md)
294
+
295
+ ---
296
+
297
+ ## Success Criteria
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+
299
+ You've completed this tutorial when:
300
+ - ✅ Discovery meeting completed with detailed notes
301
+ - ✅ Can clearly articulate what success looks like for them
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+ - ✅ Alignment document created based on real understanding
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+ - ✅ Alignment document shared in presentation meeting
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+ - ✅ Stakeholders have accepted (everyone aligned)
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+ - ✅ Signoff document generated and ready for signature
306
+ - ✅ Ready to proceed to Project Brief
307
+
308
+ ---
309
+
310
+ ## Common Questions
311
+
312
+ **Q: Can I skip the discovery meeting?**
313
+ A: No - that's where you learn what they actually need. Without it, you're guessing.
314
+
315
+ **Q: What if I think I already know what they need?**
316
+ A: The carpenter still measures twice. Confirm your assumptions with real discovery questions.
317
+
318
+ **Q: Can I present a solution in the discovery meeting?**
319
+ A: Resist that urge. Take notes, confirm understanding, say "Let me think about this." Come back with something thoughtful.
320
+
321
+ **Q: Do I always need this?**
322
+ A: No - skip if you're doing it yourself or have full autonomy.
323
+
324
+ **Q: Can I skip the signoff document?**
325
+ A: Yes - the alignment document might be enough. Signoff formalizes the commitment.
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+
327
+ **Q: What if stakeholders want changes?**
328
+ A: That's normal! Iterate and negotiate until everyone is on board. Their feedback makes the proposal better.
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+
330
+ **Q: How long does the whole process take?**
331
+ A: Variable - discovery meeting (30-60 min), document creation (30-60 min), presentation & negotiation (variable, could be hours or days). The time invested in understanding saves weeks of misalignment later.
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+
333
+ ---
334
+
335
+ ## Next Steps
336
+
337
+ **[Continue to Module 04: Create Project Brief →](../module-04-project-brief/tutorial-04.md)**
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+
339
+ ---
340
+
341
+ [← Back to Module Overview](module-03-overview.md) | [Back to Course Overview](../00-course-overview.md)
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+
343
+ *Part of the WDS Course: From Designer to Linchpin*
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+