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Sync optimized workflows from expansion repo 

All step files now comply with BMAD v6 (<200 lines, 250 max):

Optimized phases:
- Phase 1: step-11-tone-of-voice (233→162 lines)
- Phase 2: step-02-generate-business-goals (231→86 lines)
- Phase 4: page workshops (578→135, 406→169, 355→197 lines)
- Phase 6: handoff dialogs (441→107, 327→130, 414→137 lines)
- Phase 7: testing steps (683→158, 517→112, 441→101, etc.)
- Phase 8: ongoing development (498→164, 381→131, etc.)
- Shared: vtc customer-awareness (256→193 lines)

Created 18 substep files for templates and examples.
Total: 59 files changed, 5605 insertions, 8885 deletions.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Mårten Angner 2026-02-06 22:30:50 +01:00
parent 944b5f2d1f
commit afdfcd0f1c
59 changed files with 5622 additions and 8902 deletions
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75
src/workflows/1-project-brief/project-brief/complete/steps-c/step-11-tone-of-voice.md
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@ -75,33 +75,7 @@ Does this feel aligned with your brand vision?
### 3. Provide Examples ### 3. Provide Examples
Show the tone in action with side-by-side comparisons: Show the tone in action with side-by-side comparisons. **See:** [substeps/11-output-template.md](substeps/11-output-template.md) for the example format.
**Format:**
```
Example UI Microcopy:
Error Message:
❌ Generic: "Error: Invalid input"
✅ Our Tone: [Rewritten in proposed tone]
Button Text:
❌ Generic: "Submit"
✅ Our Tone: [Rewritten in proposed tone]
Empty State:
❌ Generic: "No results found"
✅ Our Tone: [Rewritten in proposed tone]
Form Label:
❌ Generic: "Email address"
✅ Our Tone: [Rewritten in proposed tone]
Success Message:
❌ Generic: "Operation successful"
✅ Our Tone: [Rewritten in proposed tone]
```
### 4. Refine Based on Feedback ### 4. Refine Based on Feedback
@ -147,52 +121,7 @@ Before proceeding:
## Output Format ## Output Format
Document in Product Brief: **See:** [substeps/11-output-template.md](substeps/11-output-template.md) for the complete Product Brief template.
```markdown
## Tone of Voice
**For UI Microcopy & System Messages**
### Tone Attributes
1. **[Attribute 1]**: [Brief description]
2. **[Attribute 2]**: [Brief description]
3. **[Attribute 3]**: [Brief description]
### Examples
**Error Messages:**
- ✅ "Hmm, that doesn't look like an email. Check for typos?"
- ❌ "Error: Invalid email format"
**Button Text:**
- ✅ "Let's get started"
- ❌ "Submit"
**Empty States:**
- ✅ "Nothing here yet. Ready to add your first item?"
- ❌ "No results found"
**Success Messages:**
- ✅ "You're all set! We've sent a confirmation to your email."
- ❌ "Operation completed successfully"
### Guidelines
**Do:**
- [Tone-appropriate practice 1]
- [Tone-appropriate practice 2]
- [Tone-appropriate practice 3]
**Don't:**
- [Tone-inappropriate practice 1]
- [Tone-inappropriate practice 2]
---
*Note: Tone of Voice applies to UI microcopy. Strategic content (headlines, feature descriptions, value propositions) uses the Content Creation Workshop based on page-specific purpose and context.*
```
## Next Step ## Next Step

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# Tone of Voice - Output Template
Use this template to document the final Tone of Voice in the Product Brief.
```markdown
## Tone of Voice
**For UI Microcopy & System Messages**
### Tone Attributes
1. **[Attribute 1]**: [Brief description]
2. **[Attribute 2]**: [Brief description]
3. **[Attribute 3]**: [Brief description]
### Examples
**Error Messages:**
- ✅ "Hmm, that doesn't look like an email. Check for typos?"
- ❌ "Error: Invalid email format"
**Button Text:**
- ✅ "Let's get started"
- ❌ "Submit"
**Empty States:**
- ✅ "Nothing here yet. Ready to add your first item?"
- ❌ "No results found"
**Success Messages:**
- ✅ "You're all set! We've sent a confirmation to your email."
- ❌ "Operation completed successfully"
### Guidelines
**Do:**
- [Tone-appropriate practice 1]
- [Tone-appropriate practice 2]
- [Tone-appropriate practice 3]
**Don't:**
- [Tone-inappropriate practice 1]
- [Tone-inappropriate practice 2]
---
*Note: Tone of Voice applies to UI microcopy. Strategic content (headlines, feature descriptions, value propositions) uses the Content Creation Workshop based on page-specific purpose and context.*
```
## Example Microcopy Format
When presenting examples, use this comparison format:
```
Example UI Microcopy:
Error Message:
❌ Generic: "Error: Invalid input"
✅ Our Tone: [Rewritten in proposed tone]
Button Text:
❌ Generic: "Submit"
✅ Our Tone: [Rewritten in proposed tone]
Empty State:
❌ Generic: "No results found"
✅ Our Tone: [Rewritten in proposed tone]
Form Label:
❌ Generic: "Email address"
✅ Our Tone: [Rewritten in proposed tone]
Success Message:
❌ Generic: "Operation successful"
✅ Our Tone: [Rewritten in proposed tone]
```

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@ -17,160 +17,15 @@ Document the strategic foundation:
## Document Structure ## Document Structure
### 1. Header **See:** [substeps/02-business-goals-template.md](substeps/02-business-goals-template.md) for the complete template.
```markdown The document includes these sections:
# Business Goals & Objectives 1. **Header** - Project name, date, status
2. **Vision Statement** - 1-2 sentence transformation goal
> Strategic goals and measurable objectives for [Project Name] 3. **Business Objectives** - 3 priority tiers (Primary/Secondary/Tertiary)
4. **The Flywheel** - How goals connect causally
**Document:** Trigger Map - Business Goals 5. **Success Metrics Alignment** - Persona → objective connections
**Created:** [Date] 6. **Related Documents Footer** - Links to other trigger map docs
**Status:** COMPLETE
```
---
### 2. Vision Statement
```markdown
## Vision
**[Insert vision statement from workshop]**
[Should be 1-2 sentences describing the ultimate goal/transformation]
```
---
### 3. Business Objectives (3 Priority Tiers)
**Structure with clear hierarchy:**
```markdown
## Business Objectives
### ⭐ PRIMARY GOAL: [Title] (THE ENGINE)
- **Statement:** [What we're building]
- **Metric:** [How we measure it]
- **Target:** [Specific number]
- **Timeline:** [X months]
- **Impact:** This drives ALL other objectives - this is the key to expansion
```
**Follow with SECONDARY and TERTIARY tiers:**
```markdown
---
### 🚀 [SECONDARY GOALS CATEGORY] (Driven by [Primary Goal])
**Objective 1: [Title]**
- **Statement:** [What we're achieving]
- **Metric:** [How we measure]
- **Target:** [Number]
- **Timeline:** [X months from launch]
[Repeat for all secondary objectives: 2, 3, 4...]
---
### 🌟 [TERTIARY GOALS CATEGORY] (Real-World Benefits for Members)
**Note:** These are opportunities [Product] creates FOR the community members - [benefit description].
**Objective X: [Title]**
- **Statement:** [What members get]
- **Metric:** [How we measure member success]
- **Target:** [Number]
- **Timeline:** [X months]
- **Benefit to Members:** [Career/personal growth impact]
[Repeat for all tertiary objectives]
```
---
### 4. The Flywheel Section
**Explain how goals connect:**
```markdown
## The Flywheel: How Goals Connect
**THE ENGINE (Priority #1):**
- [Primary goal number] [primary goal description]
- Timeline: [X] months
- These [users] [action that drives everything]
- They create the flywheel that drives ALL other objectives
**[Secondary Category] (Priority #2):**
- Driven BY the [primary goal achievers]
- [List key targets with numbers]
- Timeline: [X] months
- Focus: [What this tier achieves]
**[Tertiary Category] (Priority #3):**
- Real-world benefits FOR community members
- [List key opportunities]
- Timeline: [X] months
- **Key benefit**: [How members' lives improve]
```
---
### 5. Success Metrics Alignment
**Show how personas connect to objectives:**
```markdown
## Success Metrics Alignment
### How Trigger Map Connects to Objectives (Properly Prioritized):
**⭐ PRIMARY: Creating Awesome [Users] Who Become [Champions] → Achieves:**
- ✅ **[Number] [champions]** (THE ENGINE - [Persona] becomes one of them naturally)
- ✅ [Action 1]
- ✅ [Action 2]
- ✅ [Natural outcome]
- **Timeline: [X] months**
- **This drives ALL other objectives**
**🚀 SECONDARY: [Champions] Drive [Product] Adoption → Achieves:**
- ✅ [Objective 1] ([champions] spread the word)
- ✅ [Objective 2] ([champions] demonstrate value)
- ✅ [Objective 3] ([champions] create engagement)
- **Timeline: [X] months**
**🌟 TERTIARY: [Product] Success Creates Opportunities for Community → Achieves:**
- ✅ [Opportunity 1] (members [benefit])
- ✅ [Opportunity 2] (members [benefit])
- ✅ [Opportunity 3] (members [benefit])
- **Timeline: [X] months**
- **Benefit: [Impact on members' lives/careers]**
**The Trigger Map IS the Strategic Foundation - And Prioritization Matters**
The page must empower [Primary Persona] → make [them] awesome → [they] naturally become [champions] → [champions] drive adoption → adoption creates opportunities for all members.
```
---
### 6. Related Documents Footer
```markdown
## Related Documents
- **[00-trigger-map.md](00-trigger-map.md)** - Visual overview and navigation
- **[02-[Primary].md](02-[Primary].md)** - Primary persona
- **[03-[Secondary].md](03-[Secondary].md)** - Secondary persona
- **[04-[Tertiary].md](04-[Tertiary].md)** - Tertiary persona [if exists]
- **[05-Key-Insights.md](05-Key-Insights.md)** - Strategic implications
---
_Back to [Trigger Map](00-trigger-map.md)_
```
--- ---

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# Business Goals Document Template
Complete template structure for 01-Business-Goals.md
---
## 1. Header
```markdown
# Business Goals & Objectives
> Strategic goals and measurable objectives for [Project Name]
**Document:** Trigger Map - Business Goals
**Created:** [Date]
**Status:** COMPLETE
```
---
## 2. Vision Statement
```markdown
## Vision
**[Insert vision statement from workshop]**
[Should be 1-2 sentences describing the ultimate goal/transformation]
```
---
## 3. Business Objectives (3 Priority Tiers)
```markdown
## Business Objectives
### ⭐ PRIMARY GOAL: [Title] (THE ENGINE)
- **Statement:** [What we're building]
- **Metric:** [How we measure it]
- **Target:** [Specific number]
- **Timeline:** [X months]
- **Impact:** This drives ALL other objectives - this is the key to expansion
---
### 🚀 [SECONDARY GOALS CATEGORY] (Driven by [Primary Goal])
**Objective 1: [Title]**
- **Statement:** [What we're achieving]
- **Metric:** [How we measure]
- **Target:** [Number]
- **Timeline:** [X months from launch]
[Repeat for all secondary objectives: 2, 3, 4...]
---
### 🌟 [TERTIARY GOALS CATEGORY] (Real-World Benefits for Members)
**Note:** These are opportunities [Product] creates FOR the community members - [benefit description].
**Objective X: [Title]**
- **Statement:** [What members get]
- **Metric:** [How we measure member success]
- **Target:** [Number]
- **Timeline:** [X months]
- **Benefit to Members:** [Career/personal growth impact]
[Repeat for all tertiary objectives]
```
---
## 4. The Flywheel Section
```markdown
## The Flywheel: How Goals Connect
**THE ENGINE (Priority #1):**
- [Primary goal number] [primary goal description]
- Timeline: [X] months
- These [users] [action that drives everything]
- They create the flywheel that drives ALL other objectives
**[Secondary Category] (Priority #2):**
- Driven BY the [primary goal achievers]
- [List key targets with numbers]
- Timeline: [X] months
- Focus: [What this tier achieves]
**[Tertiary Category] (Priority #3):**
- Real-world benefits FOR community members
- [List key opportunities]
- Timeline: [X] months
- **Key benefit**: [How members' lives improve]
```
---
## 5. Success Metrics Alignment
```markdown
## Success Metrics Alignment
### How Trigger Map Connects to Objectives (Properly Prioritized):
**⭐ PRIMARY: Creating Awesome [Users] Who Become [Champions] → Achieves:**
- ✅ **[Number] [champions]** (THE ENGINE - [Persona] becomes one of them naturally)
- ✅ [Action 1]
- ✅ [Action 2]
- ✅ [Natural outcome]
- **Timeline: [X] months**
- **This drives ALL other objectives**
**🚀 SECONDARY: [Champions] Drive [Product] Adoption → Achieves:**
- ✅ [Objective 1] ([champions] spread the word)
- ✅ [Objective 2] ([champions] demonstrate value)
- ✅ [Objective 3] ([champions] create engagement)
- **Timeline: [X] months**
**🌟 TERTIARY: [Product] Success Creates Opportunities for Community → Achieves:**
- ✅ [Opportunity 1] (members [benefit])
- ✅ [Opportunity 2] (members [benefit])
- ✅ [Opportunity 3] (members [benefit])
- **Timeline: [X] months**
- **Benefit: [Impact on members' lives/careers]**
**The Trigger Map IS the Strategic Foundation - And Prioritization Matters**
The page must empower [Primary Persona] → make [them] awesome → [they] naturally become [champions] → [champions] drive adoption → adoption creates opportunities for all members.
```
---
## 6. Related Documents Footer
```markdown
## Related Documents
- **[00-trigger-map.md](00-trigger-map.md)** - Visual overview and navigation
- **[02-[Primary].md](02-[Primary].md)** - Primary persona
- **[03-[Secondary].md](03-[Secondary].md)** - Secondary persona
- **[04-[Tertiary].md](04-[Tertiary].md)** - Tertiary persona [if exists]
- **[05-Key-Insights.md](05-Key-Insights.md)** - Strategic implications
---
_Back to [Trigger Map](00-trigger-map.md)_
```

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# Step 1: Welcome and Context Review
## Purpose
Greet user and establish context for Phase 3 — the technical foundation.
## Context for Agent
You are Idunn, guiding the user through establishing the technical platform. This phase proves technical feasibility in parallel with design work.
## Key Elements
By the end of this phase, the `C-Requirements/` folder will contain:
1. **00-Platform-Architecture.md** - Technology stack and infrastructure
2. **01-Integration-Map.md** - External services and connections
3. **02-Technical-Proofs-Of-Concept.md** - Validation of risky features
4. **03-Security-Framework.md** - Authentication, authorization, compliance
5. **04-API-Specifications.md** - Service contracts and endpoints (API-first)
6. **05-Data-Models.md** - Database schemas and relationships
7. **06-Performance-Requirements.md** - Scalability and benchmarks
8. **07-Technical-Constraints.md** - What UX design needs to know
9. **08-Acceptance-Criteria.md** - Testable success definitions
10. **09-Platform-Backlog-Recommendations.md** - Suggested epics for BMM
11. **10-PRD.md** - Product Requirements Document (grows in Phase 4)
## Prerequisites
- Product Brief (Phase 1)
- Trigger Map with Feature Impact Analysis (Phase 2)
- Development team availability (for PoC work if needed)
## Instructions
1. Greet the user and explain this phase:
- "We're establishing your technical foundation — proving innovative features work before investing in design."
- "This enables backend development to start in parallel with UX design."
2. Review available context:
- Read Product Brief to understand project scope and constraints
- Read Feature Impact Analysis to identify high-priority features
- Ask: "Do you already have any technical constraints or platform preferences?"
## Next Step
When user confirms readiness, proceed to step-02-platform-architecture.md
## State Update
```yaml
stepsCompleted: ['step-01-welcome.md']
```

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# Step 2: Platform Architecture Decisions
## Purpose
Define the technology stack and infrastructure through systematic discussion.
## Context for Agent
Walk through each major technical area, document decisions, business rules, and constraints as you go.
## Instructions
"Let's establish your technical foundation. I'll walk through each major area."
### 2A: Technology Stack
Ask each question and document the answer:
1. **Backend:**
- "What backend framework/language are you using? Why?"
- Capture: Language version, framework patterns, performance needs
2. **Frontend:**
- "What frontend framework? Any UI library?"
- Capture: Browser support, mobile responsiveness, accessibility standards
3. **Database:**
- "What database system(s)? What are your core data entities?"
- Capture: Data retention, backup/recovery, consistency needs
### 2B: Architecture Style
1. "Monolith, microservices, or serverless?"
2. Dive deeper based on answer (module boundaries, service boundaries, or function triggers)
3. Capture: Deployment patterns, service responsibilities, communication protocols
### 2C: Infrastructure & Hosting
1. "What cloud provider or hosting platform?"
2. "Specific infrastructure services needed?" (CDN, load balancers, etc.)
3. "Deployment approach?" (containers, VMs, serverless)
4. Capture: Geographic regions, disaster recovery, cost constraints
### 2D: Platform Requirements & Standards
1. **Accessibility:** WCAG level, keyboard nav, screen readers, ARIA policies
2. **Internationalization:** Languages, RTL support, regional formats
3. **Browser/Device Compatibility:** Minimum versions, mobile, tablet, PWA
4. **Monitoring:** Logging, error tracking, performance monitoring, alert thresholds
### 2E: Performance & Scale
1. "Performance requirements?" (response times, concurrent users, peak load)
2. "Availability target?" (99%, 99.9%, 99.99%?)
3. "Scalability concerns?"
4. Capture: SLA requirements, peak patterns, growth projections
## After All Sections
Summarize key points and ask: "Anything about platform or infrastructure we should add?"
**Output:** Create `00-Platform-Architecture.md` using the template.
## Next Step
Proceed to step-03-integration-mapping.md
## State Update
```yaml
stepsCompleted: ['step-01-welcome.md', 'step-02-platform-architecture.md']
```

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# Step 3: Integration Mapping
## Purpose
Systematically identify all external dependencies through context-aware discussion.
## Context for Agent
Review the Product Brief first to identify which integration categories are relevant, then only discuss applicable ones. For each integration, document: service name, purpose, business rules, priority, cost estimate, and technical risk.
## Instructions
### Analyze Product Brief First
Read the Product Brief and identify relevant categories based on features mentioned. Present only applicable categories with reasons.
### Go Through Each Relevant Category
**3A: Authentication & Identity**
- Authentication methods (OAuth, email/password, SSO, passwordless)
- Providers, token lifetime, MFA requirements
**3B: Payment Processing** (if applicable)
- Providers (Stripe, PayPal, Klarna, regional systems)
- Payment methods, currencies, subscriptions
- Business rules: refund policies, retry logic, tax calculation, invoicing
- Compliance: PCI-DSS requirements
**3C: Communication Services**
- Email (SendGrid, Mailgun), SMS (Twilio), push notifications, in-app chat
- Business rules: templates, delivery guarantees, opt-out handling, multi-language
**3D: Search Services** (if applicable)
- Provider (Algolia, Elasticsearch, Typesense)
- Business rules: searchable content, facets, auto-complete, ranking logic
**3E: Maps & Location** (if applicable)
- Provider (Google Maps, Mapbox, OpenStreetMap)
- Business rules: geocoding, routing, geofencing, caching strategy
**3F: Data & Analytics**
- Analytics (GA, Mixpanel), error tracking (Sentry), monitoring (Datadog)
- Business rules: events to track, privacy, GDPR compliance, retention
**3G: Storage & Media**
- File storage (S3, Cloudinary), CDN, video hosting, document processing
- Business rules: size limits, file types, processing, access control, virus scanning
**3H: Calendar & Scheduling** (if applicable)
- Integrations (Google Calendar, Outlook), booking systems
- Business rules: availability, timezones, recurring events, reminders
**3I: Social Media & Content** (if applicable)
- Platforms, social login, content sharing (Open Graph, Twitter Cards)
**3J: Customer Support** (if applicable)
- Tools (Intercom, Zendesk), live chat, knowledge base
- Business rules: user context, SLA, multi-language
**3K: Marketing & Growth** (if applicable)
- Automation (Mailchimp, HubSpot), A/B testing, feature flags
- Business rules: segmentation, triggers, rollout strategies
**3L: Domain-Specific APIs**
- Industry-specific services (weather, financial, shipping, government)
## After All Categories
Summarize all identified services and ask: "Any other services, APIs, or integrations we should include?"
**Output:** Create `01-Integration-Map.md` with all services categorized and documented.
## Next Step
Proceed to step-04-technical-validation.md
## State Update
```yaml
stepsCompleted: ['step-01-welcome.md', 'step-02-platform-architecture.md', 'step-03-integration-mapping.md']
```

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# Step 4: Technical Validation & Proofs of Concept
## Purpose
Identify features needing validation and execute PoCs to prove feasibility.
## Context for Agent
Review Feature Impact Analysis to find risky features. High-impact + high-risk features get priority. Frame all results positively — even failed PoCs save weeks of design work.
## Instructions
### Identify Features Needing PoCs
Review Feature Impact Analysis and ask:
- Which features are innovative or unproven?
- Which depend on external APIs with potential limitations?
- Which have unknown performance characteristics?
- Which might not be technically feasible?
Prioritize by:
1. High Feature Impact Score + High Technical Risk
2. Medium Impact + High Risk
3. High Impact + Medium Risk
### Execute PoCs
For each identified feature:
1. **Define the question** — What exactly needs to be proven?
2. **Create or request PoC** — Guide through validation or assign to dev team
3. **Document results:**
- Status: Proven / Limited / Not Feasible
- Findings: What worked, what didn't
- Limitations: Edge cases, performance, cost
- Recommendation: Go / No-Go / Modify Feature
4. **Include code snippets** when possible
### Positive Framing
- Works: "This proves [feature] is technically sound. Design can proceed with confidence."
- Limited: "Valuable discovery! We found [limitation] early — design can account for it."
- Doesn't work: "Important learning! This saves weeks of design work. Let's explore alternatives."
**Output:** Create `02-Technical-Proofs-Of-Concept.md`
## Next Step
Proceed to step-05-security-framework.md
## State Update
```yaml
stepsCompleted: ['step-01-welcome.md', 'step-02-platform-architecture.md', 'step-03-integration-mapping.md', 'step-04-technical-validation.md']
```

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# Step 5: Security & Compliance Framework
## Purpose
Define security, authentication, and compliance through detailed discussion.
## Context for Agent
Go through each security area methodically. Document all business rules and requirements.
## Instructions
### 5A: Authentication
1. Methods: email/password, OAuth, SSO, passwordless, biometric
2. Multi-factor authentication needs
3. Session management: lifetime, remember me, concurrent sessions
4. Business rules: password requirements, lockout policies, reset flow, timeout
### 5B: Authorization
1. User roles (admin, user, moderator, etc.)
2. Per-role capabilities
3. Row-level security (can users only see their own data?)
4. API access control
5. Business rules: permission matrix, data visibility, rate limiting per role
### 5C: Data Protection
1. Encryption at rest: passwords, PII, payment data, other sensitive fields
2. TLS/HTTPS for all traffic
3. Backup strategy: frequency, retention, RTO, RPO
4. Business rules: encryption algorithms, key management, deletion policies
### 5D: Compliance & Regulations
1. **GDPR** (if EU users):
- Consent: cookie consent, processing consent, withdrawal
- User rights: access, deletion, rectification, portability, objection
- Protection: privacy policy, breach notification (72h), DPIA
- Business rules: consent tracking, retention periods, export format
2. **Other regulations:** CCPA, HIPAA, PCI-DSS, COPPA — document applicable ones
3. **Data residency:** Geographic storage requirements, cross-border restrictions
4. **Industry-specific:** Financial, healthcare, education compliance
5. **Audit logging:** Events to log, retention period, access controls, tamper-proofing
## After All Sections
Summarize and ask: "Anything about security, privacy, or compliance we should add?"
**Output:** Create `03-Security-Framework.md`
## Next Step
Proceed to step-06-api-specifications.md
## State Update
```yaml
stepsCompleted: ['step-01-welcome.md', 'step-02-platform-architecture.md', 'step-03-integration-mapping.md', 'step-04-technical-validation.md', 'step-05-security-framework.md']
```

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# Step 6: API Specifications (API-First Design)
## Purpose
Define comprehensive API contracts through systematic category-by-category discussion.
## Context for Agent
API-first approach: clear service contracts enable backend development in parallel with UX design. For each endpoint, document method, path, purpose, request/response format, and business rules.
## Instructions
Explain: "By defining clear service contracts now, we enable backend development to proceed in parallel with UX design."
### 6A: Authentication APIs
Based on the security framework, define auth endpoints:
- Login, logout, token refresh, password reset, email verification
- For each: method/path, request/response, business rules (token lifetime, error responses, rate limiting)
### 6B: Core Entity APIs (CRUD)
For each entity from the data model:
- `GET /api/{entity}` - List with pagination
- `GET /api/{entity}/:id` - Get single
- `POST /api/{entity}` - Create
- `PUT /api/{entity}/:id` - Update
- `DELETE /api/{entity}/:id` - Delete
- Business rules: validation, authorization, pagination, related data, constraints
### 6C: External Integration APIs
For each external service from Step 3:
- Wrapper endpoints with method/path
- Business rules: pre-call validation, caching, fallback on failure, rate limiting, cost tracking
### 6D: Business Logic APIs
Dedicated endpoints for calculations, availability checks, pricing, recommendations, aggregations:
- For each: method/path, purpose, request/response, calculation logic, edge cases, performance expectations
## After All APIs
Summarize the API surface and ask: "Any other API operations we should include?"
**Output:** Create `04-API-Specifications.md`
## Next Step
Proceed to step-07-data-and-performance.md
## State Update
```yaml
stepsCompleted: ['step-01-welcome.md', 'step-02-platform-architecture.md', 'step-03-integration-mapping.md', 'step-04-technical-validation.md', 'step-05-security-framework.md', 'step-06-api-specifications.md']
```

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# Step 7: Data Models & Performance Requirements
## Purpose
Document database schemas, entity relationships, and performance benchmarks.
## Context for Agent
Formalize the data model from earlier discussions and set clear performance expectations.
## Instructions
### 7A: Data Models
"We identified your core entities earlier. Now let's document the complete data model."
For each entity:
- Entity name and purpose
- All fields with types, constraints, defaults
- Relationships (one-to-many, many-to-many)
- Indexes for performance
- Business rules: validation, required/optional, unique constraints, cascade delete, audit trail
Create entity relationship diagram (ERD) showing all connections.
### 7B: Performance Requirements
Document systematically:
- **Response Times:** Expected latency per API category
- **Throughput:** Concurrent users, requests per second
- **Data Volume:** Expected record counts, storage needs
- **Availability:** Uptime requirements (99%, 99.9%, 99.99%?)
- **Scalability:** Growth projections and scaling triggers
### 7C: Technical Constraints for UX
Create handoff document for UX team:
- **What's Possible:** Validated features from PoCs
- **What Has Limitations:** API limits, performance constraints
- **What Affects Design:** Loading states, offline behavior, real-time vs polling
- **What's Expensive:** Cost-sensitive features requiring careful UX
### 7D: Acceptance Criteria
For each major platform area (auth, integrations, security, etc.):
- Functional criteria: What must work?
- Performance criteria: How fast/scalable?
- Security criteria: What standards?
- Testing criteria: What tests must pass?
Ask: "Any other data modeling, performance, or constraint considerations?"
**Outputs:**
- `05-Data-Models.md`
- `06-Performance-Requirements.md`
- `07-Technical-Constraints.md`
- `08-Acceptance-Criteria.md`
## Next Step
Proceed to step-08-backlog-recommendations.md
## State Update
```yaml
stepsCompleted: ['step-01-welcome.md', 'step-02-platform-architecture.md', 'step-03-integration-mapping.md', 'step-04-technical-validation.md', 'step-05-security-framework.md', 'step-06-api-specifications.md', 'step-07-data-and-performance.md']
```

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# Step 8: Platform Backlog Recommendations
## Purpose
Recommend platform infrastructure work for BMM, prioritized by Feature Impact Analysis.
## Context for Agent
Connect technical requirements to feature priorities from Phase 2. Recommend epic structure that enables highest-impact features first. This is recommendations — BMM agents handle actual backlog creation.
## Instructions
### 8A: Review Feature Impact Analysis
Read `B-Trigger-Map/03-Feature-Impact-Analysis.md` and identify:
- Must Have features (high scores, primary persona)
- Consider for MVP features (balanced scores)
- Platform dependencies for each high-impact feature
### 8B: Recommended Initiatives & Epics
For each recommended epic, note which high-priority features it enables:
- **Trusted User Access** — Auth system, user management, sessions
- **[External Service] Integration** — One per major integration
- **Data Platform Foundation** — Database, models, synchronization
- **Enterprise Security & Compliance** — Encryption, audit, controls
- **High-Performance Infrastructure** — Caching, optimization, monitoring
### 8C: Priority-Driven Development Sequence
1. **Foundation First:** Core infrastructure (hosting, database, basic security)
2. **High-Impact Dependencies:** Platform work for Must-Have features
3. **Risk Mitigation:** Complex/risky integrations (fail fast)
4. **Secondary Features:** Remaining integrations, advanced features
5. **Operations:** Monitoring, analytics, maintenance tools
### 8D: Feature-to-Epic Mapping
Create table: Feature | Score | Priority | Required Platform Epics | Notes
### 8E: API Contracts for UI Development
List key API categories organized by priority features they enable — backend can implement in parallel with Phase 4.
### 8F: Dependencies & Parallel Work
- What must be done before high-impact features?
- What can proceed independently in parallel?
- What provides most risk reduction if done early?
Ask: "Does this organization make sense based on your feature priorities?"
**Output:** Create `09-Platform-Backlog-Recommendations.md`
## Next Step
Proceed to step-09-prd-finalization.md
## State Update
```yaml
stepsCompleted: ['step-01-welcome.md', 'step-02-platform-architecture.md', 'step-03-integration-mapping.md', 'step-04-technical-validation.md', 'step-05-security-framework.md', 'step-06-api-specifications.md', 'step-07-data-and-performance.md', 'step-08-backlog-recommendations.md']
```

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# Step 9: Finalize the PRD
## Purpose
Create the master PRD that references all Phase 3 work.
## Context for Agent
The PRD is the single source of truth. It starts here with technical foundation and grows during Phase 4 as functional requirements are added from UX design.
## Instructions
Create `C-Requirements/10-PRD.md` with this structure:
```markdown
# Product Requirements Document: [Project Name]
_Phase 3 Complete: Technical Foundation Established_
_Last Updated: [Date]_
## 1. Executive Summary
[Link to Product Brief from Phase 1]
[Link to Trigger Map from Phase 2]
## 2. Technical Foundation (Phase 3)
### 2.1 Platform Architecture
[Link to C-Requirements/00-Platform-Architecture.md]
### 2.2 External Integrations
[Link to C-Requirements/01-Integration-Map.md]
### 2.3 Technical Validation
[Link to C-Requirements/02-Technical-Proofs-Of-Concept.md]
### 2.4 Security & Compliance
[Link to C-Requirements/03-Security-Framework.md]
### 2.5 API Specifications
[Link to C-Requirements/04-API-Specifications.md]
### 2.6 Data Models
[Link to C-Requirements/05-Data-Models.md]
### 2.7 Performance Requirements
[Link to C-Requirements/06-Performance-Requirements.md]
### 2.8 Technical Constraints
[Link to C-Requirements/07-Technical-Constraints.md]
### 2.9 Acceptance Criteria
[Link to C-Requirements/08-Acceptance-Criteria.md]
## 3. Platform Backlog Recommendations
[Link to C-Requirements/09-Platform-Backlog-Recommendations.md]
## 4. Functional Requirements (Phase 4)
_Populated during Phase 4 (UX Design) as pages/scenarios complete._
## 5. Next Steps
**For BMM Agents:**
- Use platform backlog recommendations to create E-Backlog/
- Create detailed epics and stories from requirements
- Establish implementation roadmap
**For Phase 4 (UX Design):**
- Technical constraints provide design boundaries
- API specifications define data available to UI
- Begin UX design with confidence in feasibility
## 6. Change Log
- [Date] - Phase 3 complete: Technical foundation established
```
**Output:** Create `C-Requirements/10-PRD.md`
## Next Step
Proceed to step-10-summary.md
## State Update
```yaml
stepsCompleted: ['step-01-welcome.md', 'step-02-platform-architecture.md', 'step-03-integration-mapping.md', 'step-04-technical-validation.md', 'step-05-security-framework.md', 'step-06-api-specifications.md', 'step-07-data-and-performance.md', 'step-08-backlog-recommendations.md', 'step-09-prd-finalization.md']
```

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# Step 10: Summary and Completeness Check
## Purpose
Review all documents created, check for gaps, and explain next steps.
## Context for Agent
Celebrate the work done. Run a systematic completeness check before closing the phase.
## Instructions
### Review Documents Created
1. Platform Architecture — Technology stack, infrastructure
2. Integration Map — All external services with business rules
3. Technical Proofs of Concept — Validated risky features
4. Security Framework — Authentication, authorization, compliance
5. API Specifications — Service contracts for all endpoints
6. Data Models — Complete schemas and ERD
7. Performance Requirements — Scalability and benchmarks
8. Technical Constraints — What UX design needs to know
9. Acceptance Criteria — Testable success definitions
10. Platform Backlog Recommendations — Suggested work for BMM
11. PRD Initialized — Ready to grow in Phase 4
### Completeness Check
Ask systematically:
1. "Looking at platform architecture — any technology choice or requirement we didn't discuss?"
2. "For integrations — any external services or APIs we forgot?"
3. "Thinking about security — any flows, data protection, or compliance we should add?"
4. "For API specifications — any endpoints or operations we missed?"
5. "Looking at backlog recommendations — any priorities to adjust before BMM handoff?"
6. "Any business rules or limitations that came to mind?"
7. "Anything about performance, scalability, or deployment to capture?"
If gaps found: document in appropriate files, then return to check.
### Parallel Workflows Enabled
"With Phase 3 complete, multiple work streams can now proceed:"
1. **BMM Backlog Creation** — BMM agents use recommendations to create E-Backlog/
2. **Backend Development** — Infrastructure, APIs, database, integrations can begin
3. **Phase 4: UX Design** — Design proceeds with confidence about feasibility
Ask: "Would you like to proceed to Phase 4 (UX Design), hand off to BMM for backlog creation, or plan backend development?"
## State Update
```yaml
stepsCompleted: ['step-01-welcome.md', 'step-02-platform-architecture.md', 'step-03-integration-mapping.md', 'step-04-technical-validation.md', 'step-05-security-framework.md', 'step-06-api-specifications.md', 'step-07-data-and-performance.md', 'step-08-backlog-recommendations.md', 'step-09-prd-finalization.md', 'step-10-summary.md']
```

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# Execution Principles
## Document Before Acting
**Every decision, action, and problem must be documented in the dialog file BEFORE acting on it.**
This ensures full traceability, clean handoff, and the dialog document is always the source of truth.
## Sketch Fidelity
**Implement code as close to the provided sketches as possible.**
Sketches are intentional design decisions, not loose suggestions:
| Element | Approach |
|---------|----------|
| **Text sizes** | Match relative sizes (headings vs body vs labels) |
| **Proportions** | Preserve ratios between elements |
| **Spacing** | Maintain visual rhythm and whitespace |
| **Layout** | Follow the arrangement precisely |
| **Component style** | Match the visual pattern (pills, cards, buttons) |
When in doubt: ask the designer. If constraints make exact matching impossible, document the deviation and explain why.
## Sub-Steps During Execution
While working on a step, add discovered tasks as sub-steps:
```markdown
| # | Section | Status | Notes |
|---|---------|--------|-------|
| 14 | Book It Button | Done | Complete |
| 14a | Fix button alignment | Done | Added during 14 |
| 14b | Add loading state | Done | Added during 14 |
| 15 | Cancel Button | In Progress | |
```
Sub-steps use letter suffixes (14a, 14b) to maintain parent position.
## Dynamic Planning After Step Completion
After completing each step, review and adjust the plan:
1. Review remaining steps — still accurate?
2. Shuffle if needed — reorder based on learnings
3. Add new steps — if implementation revealed new requirements
4. Remove steps — if no longer needed
5. Update the dialog file
**Numbering rules:** Completed steps = fixed numbering. Future steps = dynamic numbering.
## Plan-then-Execute Pattern
**Separate planning from execution into distinct sessions.**
Context windows are finite. Long sessions accumulate noise. The solution:
**Planning Session:**
1. Explore codebase and requirements
2. Discuss approach with designer
3. Write plan to dialog file
4. End with clear handoff
**Execution Session:**
1. Start fresh (new conversation)
2. Read product brief for context
3. Read page specification for requirements
4. Read dialog document for plan and progress
5. Execute steps one by one
**When to split:** After complex exploration, when plan is complete, when session is getting long, before major implementation.
## Handoff Always References Dialog
Any handoff — to a new session, agent, or human — **MUST** reference the dialog document. Never hand off verbally. Always point to the dialog.

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# User Feedback Protocol
**CRITICAL: Never implement feedback without first classifying it and stating when it should be addressed.**
## Feedback Types
| Type | What It Is | When to Address |
|------|------------|-----------------|
| **Bug/Issue** | Something broken, error, not working | Now — fix immediately, iterate until resolved |
| **Quick Adjustment** | Small tweak, change X to Y | Now — implement immediately |
| **Addition** | New requirement that fits current dialog | Later step — add to plan |
| **Change Request** | Outside current dialog scope | Future session — document in Change Requests |
## The 2-Minute Rule (GTD)
**If a fix takes less than 2 minutes, do it immediately.**
From David Allen's "Getting Things Done": planning overhead should not exceed task complexity.
| Situation | Action |
|-----------|--------|
| Missing condition check | Fix now, log as sub-step |
| Wrong variable name | Fix now, log as sub-step |
| Needs new component | Add to plan |
| Architectural change | Add to plan |
**Pattern:** Do the fix → Log as sub-step (e.g., 20a-1) → Continue main task
## Response Flow
When user reports something:
1. **CLASSIFY** — What type of feedback is this?
2. **TIMING** — When should it be addressed?
3. **DOCUMENT** — For bugs, add to plan BEFORE fixing
4. **CONFIRM** — For additions and change requests, confirm before proceeding
5. **EXECUTE** — Implement or document as appropriate
### Bug/Issue (Document First, Then Fix)
**User says:** "This is broken" / "Error occurred" / "Not working"
**Agent response:**
```
This is a bug — [brief description].
Let's call it 10A and let me add it to the plan, then fix it.
```
Required sequence:
1. Identify — Understand and describe the bug
2. Document — Add to dialog plan as sub-step (e.g., 21a, 21b)
3. Execute — Fix and iterate until resolved
4. Log — Record resolution in progress log
If user reports multiple issues: list each separately, add ALL to plan first, then fix one by one.
### Quick Adjustment (Fix Now)
**User says:** "Change X to Y" / "Make this button go here"
**Agent response:** "Quick adjustment — I'll implement this now." Then implement.
### Addition (Add to Plan)
**User says:** "We should also add X"
**Agent response:** "This is an addition that fits the current dialog. I'll add it to Step {N}. Confirm?"
### Change Request (Document for Later)
**User says:** "We need a settings page"
**Agent response:**
```
This is outside the current dialog scope.
It doesn't block {feature name}.
I'll add it to Change Requests for a future session. Confirm?
```
**WAIT for user confirmation.** If user says "do it now" → treat as quick adjustment.
### Anti-Pattern
**NEVER** immediately implement without classifying. **ALWAYS** classify, state timing, then confirm or act.
The extra seconds to classify and confirm build trust and ensure alignment.

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# Session Start Protocol
When starting or resuming a session, **always follow this sequence before implementing anything:**
## 1. Read the Dialog Document
Read the dialog file completely to understand:
- What steps are done
- What steps remain
- Any blockers or change requests
- Current context and decisions
## 2. Verify Plan Against Reality
**The plan may be outdated.** Check if:
- Steps marked "To Do" have actually been implemented
- Steps marked "Done" are truly complete
- Numbering is sequential and accurate
If the plan is outdated → Update it before proceeding.
## 3. Present Current Status
Summarize for the designer:
- What's done (with step numbers)
- What's remaining (with step numbers)
- Any change requests pending
## 4. Before Implementing a Step
**Always check the specification/sketches first:**
```
Agent: "Before implementing step 20, let me check the sketches..."
Agent: "I see this requires a nested drawer pattern, not inline buttons.
Should I break this into sub-steps?"
```
This prevents building the wrong thing and wasting effort.
## Why This Matters
Sessions can be interrupted. Context can be lost. The dialog document survives — but only if it's kept accurate. This protocol ensures:
- No duplicate work (re-implementing what exists)
- No missed work (skipping what's actually needed)
- Correct understanding of requirements before implementation

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--- ---
## OVERVIEW
Agentic Development is about **how** you work with AI — not **what** you build.
Use this workflow to build a prototype, extend a production app, create a new feature, or anything else. The AI handles implementation while you focus on what to build and how it should behave.
This workflow enables:
- ✅ Direct implementation from specifications
- ✅ Step-by-step development with approval gates
- ✅ Clear feedback protocol with timing guidance
- ✅ Agent Dialog structure for context and handoff
- ✅ Dynamic planning that adapts as we learn
**Note:** We use "scenario step" instead of "page" - a step can be a full page, modal, overlay, state change, or any UI change requiring a new sketch.
---
## WHEN TO USE ## WHEN TO USE
Use this workflow when: - Page specifications are complete and approved
- ✅ Page specifications are complete and approved - Ready to build working implementations with AI
- ✅ Ready to build working implementations - Want iterative development with approval gates
- ✅ Working with AI to develop production-ready code
- ✅ Want iterative development with approval gates
- ✅ Need structured collaboration with clear feedback handling
Skip this workflow when: **Skip when:** Specifications incomplete, still sketching, simple one-file changes, or pure exploration.
- ❌ Specifications not complete yet
- ❌ Still in sketching or wireframe phase
- ❌ Simple one-file changes that don't need documentation
- ❌ Pure exploration where the path is unclear
--- ---
## USER FEEDBACK PROTOCOL ## ESSENTIAL GUIDES (Read Before Starting)
During development, the designer provides feedback. **CRITICAL: Never implement feedback without first classifying it and stating when it should be addressed.** - **[Feedback Protocol](guides/FEEDBACK-PROTOCOL.md)** — Classify feedback before acting (Bug/Quick/Addition/Change)
- **[Session Protocol](guides/SESSION-PROTOCOL.md)** — Read dialog, verify plan, present status before implementing
### Feedback Types - **[Execution Principles](guides/EXECUTION-PRINCIPLES.md)** — Document-first, sketch fidelity, plan-then-execute pattern
| Type | What It Is | When to Address | **Process Guides:**
|------|------------|-----------------| - [Agentic Development Guide](guides/AGENTIC-DEVELOPMENT-GUIDE.md)
| **Bug/Issue** | Something broken, error, not working | Now — fix immediately, iterate until resolved | - [Creation Guide](guides/CREATION-GUIDE.md)
| **Quick Adjustment** | Small tweak, change X to Y | Now — implement immediately | - [Prototype Initiation Dialog](guides/PROTOTYPE-INITIATION-DIALOG.md)
| **Addition** | New requirement that fits current dialog | Later step — add to plan | - [Prototype Analysis](guides/PROTOTYPE-ANALYSIS.md)
| **Change Request** | Outside current dialog scope | Future session — document in Change Requests | - [File Index](guides/FILE-INDEX.md)
### The 2-Minute Rule (GTD)
**If a fix takes less than 2 minutes, do it immediately.**
From David Allen's "Getting Things Done": planning overhead should not exceed task complexity. See [GTD Model](../../../docs/models/gtd-getting-things-done.md).
| Situation | Action |
|-----------|--------|
| Missing condition check | Fix now, log as sub-step |
| Wrong variable name | Fix now, log as sub-step |
| Needs new component | Add to plan |
| Architectural change | Add to plan |
**Pattern:** Do the fix → Log as sub-step (e.g., 20a-1) → Continue main task
### Response Flow
**When user reports something:**
1. **CLASSIFY** — What type of feedback is this?
2. **TIMING** — When should it be addressed?
3. **DOCUMENT** — For bugs, add to plan BEFORE fixing
4. **CONFIRM** — For additions and change requests, confirm before proceeding
5. **EXECUTE** — Implement or document as appropriate
### Bug/Issue (Document First, Then Fix)
**User says:** "This is broken" / "Error occurred" / "Not working"
**Agent response:**
```
This is a bug — [brief description of issue].
Let's call it 10A and let me add it to the plan, then fix it.
```
**Required sequence:**
1. **Identify** — Understand and describe the bug clearly
2. **Document** — Add to dialog plan as sub-step (e.g., 21a, 21b)
3. **Execute** — Fix and iterate until resolved
4. **Log** — Record resolution in progress log
**If user reports multiple issues at once:**
1. Identify and list each issue separately
2. Add ALL to the plan first
3. Then work through them one by one
**Why document first:** Bugs discovered during implementation are valuable context. Recording them ensures traceability, prevents forgotten fixes, and creates a clear record for handoff.
**Example:**
```
User: "The drawer appears behind the overlay and the reassign doesn't work"
Agent: "I see two issues:
1. Drawer z-index (appears behind overlay)
2. Reassign not working
Let me add both to the plan as 21a and 21b, then fix them."
```
### Quick Adjustment (Fix Now)
**User says:** "Change X to Y" / "Make this button go here" / "Use different color"
**Agent response:**
```
Quick adjustment — I'll implement this now.
```
Then implement the change.
### Addition (Add to Plan)
**User says:** "We should also add X" / "Don't forget to handle Y"
**Agent response:**
```
This is an addition that fits the current dialog.
I'll add it to Step {N} for later. Confirm?
```
Then add to the appropriate step or To Do section in the dialog file.
### Change Request (Document for Later)
**User says:** "The profile button should go to /family" / "We need a settings page"
**Agent response:**
```
This is outside the current dialog scope.
It doesn't block {feature name}.
I'll add it to Change Requests for a future session. Confirm?
```
**WAIT for user confirmation.**
If user confirms → Add to Change Requests section
If user says "do it now" → Treat as quick adjustment and implement
### Anti-Pattern: What NOT to Do
**NEVER do this:**
User: "The profile button should go to /family"
Agent: *immediately edits the file*
**ALWAYS do this:**
User: "The profile button should go to /family"
Agent: "This is outside current scope. I'll add it to Change Requests. Confirm?"
User: "Yes" or "No, do it now"
*then acts accordingly*
### Why This Matters
From experience, skipping the classify-and-timing step leads to:
- Agent implementing things the user didn't want
- User frustration from lack of visibility
- Lost context when user wanted to discuss first
- Scope creep pulling focus from current implementation
The extra seconds to classify and confirm build trust and ensure alignment.
---
## SESSION START PROTOCOL
When starting or resuming a session, **always follow this sequence before implementing anything:**
### 1. Read the Dialog Document
```
Agent: "Let me read the dialog document to understand where we are."
```
Read the dialog file completely to understand:
- What steps are done
- What steps remain
- Any blockers or change requests
- Current context and decisions
### 2. Verify Plan Against Reality
**The plan may be outdated.** Check if:
- Steps marked "To Do" have actually been implemented
- Steps marked "Done" are truly complete
- The numbering is sequential and accurate
```
Agent: "I see steps 11-18 in To Do, but let me check the code..."
Agent: "These are already implemented. Let me update the plan."
```
If the plan is outdated → Update it before proceeding.
### 3. Present Current Status
Summarize for the designer:
- What's done (with step numbers)
- What's remaining (with step numbers)
- Any change requests pending
```
Agent: "Here's where we are:
Done: Steps 9b, 10, 11-19
To Do: Steps 20, 21
Ready to continue?"
```
### 4. Before Implementing a Step
**Always check the specification/sketches first:**
```
Agent: "Before implementing step 20, let me check the sketches..."
Agent: "I see this requires a nested drawer pattern, not inline buttons.
Should I break this into sub-steps?"
```
This prevents building the wrong thing and wasting effort.
### Why This Matters
Sessions can be interrupted. Context can be lost. The dialog document survives — but only if it's kept accurate. This protocol ensures:
- No duplicate work (re-implementing what exists)
- No missed work (skipping what's actually needed)
- Correct understanding of requirements before implementation
---
## EXECUTION PRINCIPLES
### Document Before Acting
**Every decision, action, and problem must be documented in the dialog file BEFORE acting on it.**
This ensures:
- Full traceability of what was decided and why
- Clean handoff if context is lost or session changes
- The dialog document is always the source of truth for progress
### Sketch Fidelity
**Implement code as close to the provided sketches as possible.**
Sketches are intentional design decisions, not loose suggestions. Text sizes, proportions, spacing, and layout choices are made for a reason:
| Element | Approach |
|---------|----------|
| **Text sizes** | Match relative sizes in sketch (headings vs body vs labels) |
| **Proportions** | Preserve ratios between elements |
| **Spacing** | Maintain visual rhythm and whitespace |
| **Layout** | Follow the arrangement precisely |
| **Component style** | Match the visual pattern (pills, cards, buttons) |
**When in doubt:**
1. Ask the designer for clarification
2. Reference the sketch directly in your question
3. Don't assume "close enough" is acceptable
**If constraints make exact matching impossible** (e.g., responsive behavior, platform limitations), document the deviation and explain why.
### Sub-Steps During Execution
While working on a step, you may discover additional tasks needed. Add these as sub-steps:
```markdown
| # | Section | Status | Notes |
|---|---------|--------|-------|
| 14 | Book It Button | ✅ | Complete |
| 14a | Fix button alignment | ✅ | Added during 14 |
| 14b | Add loading state | ✅ | Added during 14 |
| 15 | Cancel Button | 🔄 | In progress |
```
Sub-steps use letter suffixes (14a, 14b) to maintain the parent step's position.
### Dynamic Planning After Step Completion
**After completing each step, review and adjust the plan:**
1. **Review remaining steps** — Are they still accurate?
2. **Shuffle if needed** — Reorder based on what we learned
3. **Add new steps** — If implementation revealed new requirements
4. **Remove steps** — If no longer needed
5. **Update the dialog file** — Document the changes
**Numbering Rules:**
- **Completed steps:** Fixed numbering (never renumber)
- **Future steps:** Dynamic numbering (can change)
Example:
```markdown
### Done
| 9b | Carousel Refactor | ✅ | ← Fixed, never changes
| 10 | Deep Linking | ✅ | ← Fixed
### To Do
| 11 | Wire up handlers | 🔲 | ← Can be renumbered
| 12 | Add poop toggle | 🔲 | ← Can be removed or moved
| 13 | NEW: Error states | 🔲 | ← Can be inserted
```
### Handoff Always References Dialog
**Any handoff — to a new session, new agent, or human — MUST reference the dialog document.**
The dialog document is the single source of truth for:
- What has been done
- What decisions were made
- What remains to be done
- Any issues or blockers
Never hand off by describing the task verbally. Always point to the dialog.
### Plan-then-Execute Pattern
**Separate planning from execution into distinct sessions.**
Context windows are finite. Long sessions accumulate noise and risk context loss mid-implementation. The solution: end planning sessions deliberately, start execution sessions fresh.
**Planning Session:**
1. Explore the codebase and requirements
2. Discuss approach with the designer
3. Write the plan to the dialog file
4. End with a clear handoff: *"The plan is documented. Hasta la vista!"*
**Execution Session:**
1. Start fresh (new conversation)
2. Read the product brief for overall context
3. Read the page specification for requirements
4. Read the dialog document to understand the plan and progress
5. Execute the steps one by one
**Why This Works:**
- Fresh context window for execution = maximum working memory
- Dialog document carries all decisions and context forward
- No risk of context loss mid-implementation
- Each session has a clear, focused purpose
**When to Split:**
- After complex exploration or analysis
- When the plan is complete and approved
- When current session is getting long
- Before starting a major implementation phase
**The Dialog is the Bridge:**
```
┌─────────────────────┐ Dialog ┌─────────────────────┐
│ PLANNING SESSION │─────File────▶│ EXECUTION SESSION │
│ │ │ │
│ • Explore codebase │ │ • Fresh context │
│ • Discuss approach │ │ • Read brief + spec │
│ • Write plan │ │ • Read dialog │
│ • "Hasta la vista!" │ │ • Execute steps │
└─────────────────────┘ └─────────────────────┘
```
---
## WORKFLOW ARCHITECTURE
This uses **multi-phase architecture** with iterative loops:
### Phase Structure
**Sequential Phases (1-3, 5):** Setup → Analysis → Selection → Finalization
**Iterative Phase (4):** Section implementation loop with 7 micro-tasks
### Critical Rules
- 🎯 **ALWAYS** complete Phase 1 setup before starting
- 📊 **ALWAYS** analyze scenario before selecting views
- 🔁 **ALWAYS** use section-by-section approach (Phase 4 loop)
- ✅ **ALWAYS** get approval before moving to next section
- 📝 **ALWAYS** create story files just-in-time (not upfront)
--- ---
## THE 5 PHASES ## THE 5 PHASES
### Phase 1: Prototype Setup ### Phase 1: Prototype Setup (one-time per scenario)
**When:** Starting new scenario prototype (one-time per scenario) Set up prototype environment and folder structure.
**What:** Set up prototype environment and folder structure
**Creates:**
- Prototype folder with complete structure
- Demo data files
- Roadmap document
- All working folders (work/, stories/, shared/, components/, etc.)
**Go to:** [steps-c/1-prototype-setup.md](steps-c/1-prototype-setup.md) **Go to:** [steps-c/1-prototype-setup.md](steps-c/1-prototype-setup.md)
--- ### Phase 2: Scenario Analysis (one-time per scenario)
Analyze all scenario steps and identify logical views.
### Phase 2: Scenario Analysis
**When:** Setup complete, ready to start building (one-time per scenario)
**What:** Analyze all scenario steps and identify logical views
**Creates:**
- Logical View Map (maps steps to views)
- View identification and relationships
**Go to:** [steps-c/2-scenario-analysis.md](steps-c/2-scenario-analysis.md) **Go to:** [steps-c/2-scenario-analysis.md](steps-c/2-scenario-analysis.md)
--- ### Phase 3: Logical View Selection & Breakdown (per view)
Identify objects and break view into sections.
### Phase 3: Logical View Selection & Breakdown
**When:** User selects which logical view to build (per view)
**What:** Identify all objects and break view into sections
**Creates:**
- Work file with section breakdown
- Implementation sequence
**Go to:** [steps-c/3-logical-view-breakdown.md](steps-c/3-logical-view-breakdown.md) **Go to:** [steps-c/3-logical-view-breakdown.md](steps-c/3-logical-view-breakdown.md)
--- ### Phase 4: Section Story & Implementation Loop (per section)
### Phase 4: Section Story & Implementation Loop | Step | Task | File |
**When:** Ready to build sections (iterative per section) |------|------|------|
| 4a | Announce & Gather | [4a-announce-and-gather.md](steps-c/4a-announce-and-gather.md) |
| 4b | Create Story File | [4b-create-story-file.md](steps-c/4b-create-story-file.md) |
| 4c | Implement Section | [4c-implement-section.md](steps-c/4c-implement-section.md) |
| 4d | Present for Testing | [4d-present-for-testing.md](steps-c/4d-present-for-testing.md) |
| 4e | Handle Issue | [4e-handle-issue.md](steps-c/4e-handle-issue.md) |
| 4f | Handle Improvement | [4f-handle-improvement.md](steps-c/4f-handle-improvement.md) |
| 4g | Section Approved | [4g-section-approved.md](steps-c/4g-section-approved.md) |
**What:** For each section - prepare, create story, implement, test, handle feedback, approve **Flow:** 4a → 4b → 4c → 4d → [4e/4f if needed → 4d] → 4g → [next section]
**The 7 Micro-Tasks:**
1. **[4a: Announce & Gather](steps-c/4a-announce-and-gather.md)**
- Announce section and gather requirements
2. **[4b: Create Story File](steps-c/4b-create-story-file.md)**
- Create focused story file for this section
3. **[4c: Implement Section](steps-c/4c-implement-section.md)**
- Implement code following story
4. **[4d: Present for Testing](steps-c/4d-present-for-testing.md)**
- Present to user with test instructions
5. **[4e: Handle Issue](steps-c/4e-handle-issue.md)**
- Fix issues if user reports problems (loop back to 4d)
6. **[4f: Handle Improvement](steps-c/4f-handle-improvement.md)**
- Implement improvements if user suggests (loop back to 4d)
7. **[4g: Section Approved](steps-c/4g-section-approved.md)**
- Finalize approval and move to next section (back to 4a)
**Flow:** 4a → 4b → 4c → 4d → [4e or 4f if needed, loops to 4d] → 4g → [back to 4a for next section]
**Creates (per section):**
- Story file (just-in-time)
- Incremental updates to view HTML
- Learnings captured
**Key:** One clear task per file → No confusion → Linear execution → Better results!
---
### Phase 5: Finalization
**When:** All sections complete for a logical view (end of view)
**What:** Integration test all states and final approval
**Result:** Production-ready logical view handling all its states
### Phase 5: Finalization (per view)
Integration test all states and final approval.
**Go to:** [steps-c/5-finalization.md](steps-c/5-finalization.md) **Go to:** [steps-c/5-finalization.md](steps-c/5-finalization.md)
--- ---
## INITIALIZATION ## CRITICAL RULES
### Guide References - **ALWAYS** complete Phase 1 setup before starting
- **ALWAYS** analyze scenario before selecting views
**Process Guides:** - **ALWAYS** use section-by-section approach (Phase 4 loop)
- [AGENTIC-DEVELOPMENT-GUIDE.md](guides/AGENTIC-DEVELOPMENT-GUIDE.md) - Overview and methodology - **ALWAYS** get approval before moving to next section
- [CREATION-GUIDE.md](guides/CREATION-GUIDE.md) - Technical implementation details - **ALWAYS** create story files just-in-time (not upfront)
- [PROTOTYPE-INITIATION-DIALOG.md](guides/PROTOTYPE-INITIATION-DIALOG.md) - Conversation scripts
- [PROTOTYPE-ANALYSIS.md](guides/PROTOTYPE-ANALYSIS.md) - Quality standards
- [FILE-INDEX.md](guides/FILE-INDEX.md) - Complete file reference
**Templates:**
- templates/work-file-template.yaml
- templates/story-file-template.md
- templates/page-template.html
- templates/components/dev-mode.*
### First Step Execution
Load, read and execute `steps-c/1-prototype-setup.md` to begin workflow.
--- ---
## OUTPUT ## OUTPUT
**Per Scenario:**
``` ```
[Scenario-Number]-[Scenario-Name]-Prototype/ [Scenario]-Prototype/
├── [View].html files (in root, one per logical view) ├── [View].html files (one per logical view)
├── shared/ (ONE COPY of shared code) ├── shared/ (shared code)
├── components/ (ONE COPY of reusable components) ├── components/ (reusable components)
├── pages/ (page-specific scripts if complex) ├── pages/ (page-specific scripts)
├── data/ (demo data JSON files) ├── data/ (demo data JSON)
├── stories/ (section development files - created just-in-time) ├── stories/ (section dev files, created just-in-time)
├── work/ (planning files) ├── work/ (planning files)
└── PROTOTYPE-ROADMAP.md └── PROTOTYPE-ROADMAP.md
``` ```
**Result:** Self-contained, production-ready interactive prototypes with:
- Clean HTML using Tailwind CSS
- Vanilla JavaScript components
- Demo data auto-loading
- All states implemented and tested
--- ---
## PROTOTYPE FOLDER STRUCTURE ## FIRST STEP
``` Load, read and execute `steps-c/1-prototype-setup.md` to begin.
[Scenario-Number]-[Scenario-Name]-Prototype/
├── [Page].html files ← Logical view HTML files (root)
├── shared/ ← ONE COPY of shared code
├── components/ ← ONE COPY of reusable components
├── pages/ ← Page-specific scripts (if complex)
├── data/ ← Demo data JSON files
├── stories/ ← Section development files (JIT)
├── work/ ← Planning files
│ ├── Logical-View-Map.md ← Maps steps to views
│ └── [View]-Work.yaml ← Section breakdowns per view
└── PROTOTYPE-ROADMAP.md ← Overall roadmap
```
---
## ITERATIVE WORKFLOW
**Phase 1-2:** One-time setup and analysis per scenario
**Phase 3:** Repeat for each logical view in scenario
**Phase 4:** Repeat for each section in current view
- Inner loop: Repeat 4d-4e-4f until approved
**Phase 5:** Repeat for each logical view (finalization)
**Pattern:**
```
Setup → Analysis → [View Selection → [Section Loop*] → Finalization]*
```
---
## EXAMPLES
**Typical Scenarios:**
1. **E-commerce Checkout:** 5 views (cart, shipping, payment, review, confirmation)
2. **SaaS Onboarding:** 4 views (signup, profile, preferences, dashboard)
3. **Booking System:** 6 views (search, select, details, confirm, payment, confirmation)
Each view breaks into 3-8 sections depending on complexity.
---
## QUALITY PRINCIPLES
**Section-by-Section Approval:** Never implement entire view at once - break into sections with approval gates
**Just-In-Time Stories:** Create story files only when needed (4b), not upfront
**Incremental Implementation:** Each section builds on previous approved sections
**Demo Data:** Use realistic demo data for testing and validation
**Self-Contained:** Each prototype folder is complete and portable
---
## TROUBLESHOOTING
**Issue:** User feedback requires rework
**Solution:** Use Phase 4e (issues) or 4f (improvements) to handle, then loop back to 4d
**Issue:** Section too complex
**Solution:** Break down further in Phase 3 before starting Phase 4
**Issue:** Logical view unclear
**Solution:** Revisit Phase 2 analysis to refine view mapping
---
## NOTES
This workflow enables **non-technical designers to build with AI** — whether that's:
- A quick prototype for user testing
- New features in an existing production app
- A complete application from scratch
The methodology stays the same:
- Step-by-step with approval gates
- Clear feedback protocol ensures alignment
- Agent Dialogs provide structure and traceability
- AI handles implementation, designer focuses on what and how
---
_Agentic Development - AI-assisted development for non-technical designers_

401
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@ -14,189 +14,45 @@ web_bundle: true
## OVERVIEW ## OVERVIEW
This is a **router workflow** used within the page specification process. Router workflow used within the page specification process (called from step 4c-03).
**Purpose:** Detect what UI objects are in a sketch and guide proper specification **Not a standalone workflow** — only used within page specification.
**Key Features:**
- ✅ Text detection priority (horizontal line pairs = text)
- ✅ Intelligent object interpretation
- ✅ Complexity assessment and routing
- ✅ User confirmation of interpretations
- ✅ Decomposition coaching for complex components
--- ---
## WHEN TO USE ## THE 3-STEP PROCESS
**Use this router when:** ### Step 1: Text Detection (Priority)
- ✅ In page specification process (step 4c-03)
- ✅ Need to identify object type from sketch
- ✅ Want AI interpretation of UI elements
- ✅ Need complexity routing for components
- ✅ Require specification template for object
**This is NOT a standalone workflow:**
- ❌ Don't call directly from user request
- ❌ Only used within page specification workflow
- ❌ Part of larger specification process
---
## HOW IT WORKS
### The 3-Step Process
**Step 1: Detection**
- Apply text detection rules (priority)
- Analyze visual characteristics
- Consider context and placement
**Step 2: Interpretation**
- Suggest object type with confidence
- Explain reasoning
- Request user confirmation
**Step 3: Routing**
- Route to appropriate template
- Load object-specific instructions
- Guide specification process
---
## ROUTING LOGIC
### Text Detection Priority
**FIRST:** Check for horizontal line pairs **FIRST:** Check for horizontal line pairs
- 2 parallel lines = 1 line of text - 2 parallel lines = 1 line of text
- Multiple pairs = multiple text lines - Multiple pairs = multiple text lines
- Single lines = decorative (borders, dividers) - Single lines = decorative (borders, dividers)
**If text detected:** **If text detected** → Route to [heading-text.md](templates/heading-text.md)
→ Route immediately to [heading-text.md](templates/heading-text.md)
**Reference:** [TEXT-DETECTION-PRIORITY.md](TEXT-DETECTION-PRIORITY.md) **Reference:** [TEXT-DETECTION-PRIORITY.md](TEXT-DETECTION-PRIORITY.md)
--- ### Step 2: Object Analysis (if not text)
### Object Type Detection - Analyze visual shape, style, interactive indicators, context
- Suggest object type with reasoning
**If not text, analyze:**
- Visual shape and style
- Interactive indicators
- Context and placement
- Common UI patterns
**Make interpretation:**
- Suggest object type
- Explain reasoning
- Get user confirmation - Get user confirmation
**Reference:** [object-router.md](object-router.md) **Reference:** [object-router.md](object-router.md)
--- ### Step 3: Complexity Assessment
### Complexity Assessment **Simple Component** (single state, no business logic):
**After type confirmed:**
**Simple Component:**
- Single state
- No complex interactions
- No business logic
→ Document in page specification only → Document in page specification only
**Complex Component:** **Complex Component** (3+ states, business rules, multi-step interactions):
- Multiple states (3+)
- Business rules
- Multi-step interactions
- State machines
→ Route to decomposition coaching → Route to decomposition coaching
**Reference:** [COMPLEXITY-ROUTER.md](COMPLEXITY-ROUTER.md) **Reference:** [COMPLEXITY-ROUTER.md](COMPLEXITY-ROUTER.md)
--- ---
## AVAILABLE OBJECT TYPES
### Text Elements
**[Heading / Text](templates/heading-text.md)**
- Headings (H1-H6)
- Paragraphs
- Labels
- Captions
- Includes sketch analysis (line pairs, character capacity)
---
### Interactive Elements
**[Button](templates/button.md)**
- Primary, secondary, tertiary buttons
- Icon buttons
- Button groups
**[Text Input](templates/text-input.md)**
- Single-line inputs
- Search fields
- Form inputs
**[Link](templates/link.md)**
- Text links
- Navigation links
- Action links
**[Image](templates/image.md)**
- Static images
- Responsive images
- Image placeholders
**Additional (referenced):**
- Textarea
- Select dropdown
- Checkbox
- Radio button
- Toggle switch
---
### Container Elements
**Referenced:**
- Card
- Modal/Dialog
- Table
- List
---
### Navigation Elements
**Referenced:**
- Navigation menu
- Tabs
- Breadcrumbs
---
### Status Elements
**Referenced:**
- Badge
- Alert/Toast
- Progress indicator
---
### Custom Components
**Referenced:**
- Custom components (unique to project)
---
## ROUTING FLOW ## ROUTING FLOW
``` ```
@ -204,7 +60,7 @@ Start
↓ ↓
[1] Text Detection Priority [1] Text Detection Priority
├─ Horizontal line pairs? ├─ Horizontal line pairs?
│ ├─ YES → Route to heading-text.md ✓ │ ├─ YES → Route to heading-text.md
│ └─ NO → Continue to [2] │ └─ NO → Continue to [2]
↓ ↓
[2] Object Analysis [2] Object Analysis
@ -214,226 +70,59 @@ Start
└─ Confirmed type → Continue to [3] └─ Confirmed type → Continue to [3]
↓ ↓
[3] Complexity Assessment [3] Complexity Assessment
├─ Simple component? ├─ Simple → Route to object template
│ └─ YES → Route to object template ✓ └─ Complex → Complexity Router (decomposition)
└─ Complex component?
└─ YES → Complexity Router (decomposition) ✓
``` ```
**Visual Reference:** [ROUTER-FLOW-DIAGRAM.md](ROUTER-FLOW-DIAGRAM.md) **Full diagram:** [ROUTER-FLOW-DIAGRAM.md](ROUTER-FLOW-DIAGRAM.md)
--- ---
## INTERPRETATION EXAMPLES ## AVAILABLE OBJECT TYPES
### Example 1: Button Detection ### Text Elements
**[Heading / Text](templates/heading-text.md)** — Headings, paragraphs, labels, captions
``` ### Interactive Elements
My interpretation: - **[Button](templates/button.md)** — Primary, secondary, icon buttons
- **[Text Input](templates/text-input.md)** — Single-line inputs, search, forms
- **[Link](templates/link.md)** — Text, navigation, action links
- **[Image](templates/image.md)** — Static, responsive, placeholders
- Additional: Textarea, Select, Checkbox, Radio, Toggle
This looks like a PRIMARY BUTTON. ### Container Elements
Card, Modal/Dialog, Table, List
Based on what I see: ### Navigation Elements
- Prominent placement at bottom of form Navigation menu, Tabs, Breadcrumbs
- Bright blue background (primary color)
- White text saying "Save Profile"
- Located after all form fields
I think this "Save Profile Button": ### Status Elements
- Saves the form data to the database Badge, Alert/Toast, Progress indicator
- Updates the user's profile information
- Shows loading state during save
- Navigates to profile view on success
Does this match your intent? ### Custom Components
``` Unique to project — decomposed via Complexity Router
--- ---
### Example 2: Text Detection ## INTERPRETATION APPROACH
``` **Trust-the-Agent:** Agent interprets with reasoning, user confirms.
✓ TEXT ELEMENT DETECTED
I see horizontal line pairs in the sketch - this is text content. When interpreting, explain:
- What visual cues you see (placement, color, shape)
- What you think it does (purpose, behavior)
- Why you chose this type
Quick Detection: User can confirm, clarify, or correct.
- 3 line pairs → 3 lines of text
- Routing to text analysis for detailed specification...
→ Loading text-specific instructions...
Text Analysis from Sketch:
- 3 lines of text (3 horizontal bar groups)
- Line thickness: 2px → ~20-24px font size
- Line spacing: 2px between lines → ~1.4 line-height
- Alignment: Left
- Content capacity: ~150-180 characters (50-60 per line)
```
---
### Example 3: Complex Component
```
🔍 Complex Component Detected
I see this "Booking Calendar" has multiple states and interactions.
Complexity Indicators I Found:
- Time-based interactions (selecting dates)
- Multiple states (available, booked, selected, disabled)
- Business rules (booking validation, date constraints)
- Cross-component sync (updates booking summary)
To keep this manageable, I'll help you separate:
1. Page Context - Where it appears, size, position
2. Visual Design - How each state looks (for Figma)
3. Functional Logic - How it behaves, business rules
Shall we decompose this component?
```
---
## KEY PRINCIPLES
**Trust-the-Agent Approach:**
- Agent interprets, user confirms
- Not procedural checkbox selection
- Demonstrates intelligence and reasoning
**Text Detection Priority:**
- Always check for text first
- Horizontal line pairs = text content
- Prevents misclassification
**Complexity Routing:**
- Simple components stay in page
- Complex components get decomposed
- Enables modular architecture
**Context-Aware:**
- Understands form flow
- Recognizes UI patterns
- Applies common sense
---
## INTEGRATION
### Within Page Specification Workflow
**Called from:** `page-specification/steps-c/4c-03-document-section.md`
**Flow:**
1. Designer working on section specification
2. Agent encounters object in sketch
3. Loads object router
4. Detects type and routes
5. Completes specification
6. Returns to section documentation
---
### With Modular Architecture
**Simple components:**
- Documented inline in page specification
- No separate component file needed
**Complex components:**
- Routed through Complexity Router
- Creates feature folder structure
- Enables three-tier architecture
- See: `modular-architecture/` workflow
---
## COMPLEXITY ROUTER
**[COMPLEXITY-ROUTER.md](COMPLEXITY-ROUTER.md)**
Provides decomposition coaching for complex components.
**Features:**
- Detects complexity indicators
- Guides three-tier separation:
- Page context (where it appears)
- Visual design (how it looks)
- Functional logic (how it behaves)
- Creates feature folder structure
- Maintains modular architecture
**Use when:** Component has multiple states, business rules, or complex interactions
---
## TROUBLESHOOTING
### "Agent misidentified the object"
**Solution:** User provides clarification at confirmation step
- Choice 2: "Close but let me clarify"
- Choice 3: "No, it's actually something different"
Agent adjusts interpretation and proceeds.
---
### "Text not detected"
**Check:** Are there horizontal line PAIRS?
- Single lines = decorative elements
- Line pairs = text markers
**Reference:** [TEXT-DETECTION-PRIORITY.md](TEXT-DETECTION-PRIORITY.md)
---
### "Component seems complex but agent didn't route to decomposition"
**Solution:** Agent may have classified as simple
- User can request decomposition manually
- Or continue with inline documentation if preferred
**Note:** Complexity routing is a suggestion, not mandatory
--- ---
## FILES REFERENCE ## FILES REFERENCE
### Router Files **Router Files:**
- [object-router.md](object-router.md) — Main routing logic
- [COMPLEXITY-ROUTER.md](COMPLEXITY-ROUTER.md) — Complexity assessment
- [ROUTER-FLOW-DIAGRAM.md](ROUTER-FLOW-DIAGRAM.md) — Visual flow
- [TEXT-DETECTION-PRIORITY.md](TEXT-DETECTION-PRIORITY.md) — Text detection rules
- **[object-router.md](object-router.md)** - Main routing logic **Object Templates:** All in [templates/](templates/) — button.md, heading-text.md, text-input.md, image.md, link.md
- **[COMPLEXITY-ROUTER.md](COMPLEXITY-ROUTER.md)** - Complexity assessment and coaching
- **[ROUTER-FLOW-DIAGRAM.md](ROUTER-FLOW-DIAGRAM.md)** - Visual flow documentation
- **[TEXT-DETECTION-PRIORITY.md](TEXT-DETECTION-PRIORITY.md)** - Text detection rules
### Object Templates
All templates in [templates/](templates/) folder:
- button.md
- heading-text.md
- text-input.md
- image.md
- link.md
- [Additional types referenced but not yet created]
---
## NOTES
**This is routing infrastructure** - not a user-facing workflow.
**Used automatically** within page specification process when encountering objects in sketches.
**Enables:**
- Consistent object specification
- Intelligent type detection
- Proper complexity routing
- Modular architecture support
---
_Object Type Router - Intelligent detection, proper routing_

177
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@ -64,14 +64,14 @@ User situation:</ask>
<check if="multiple_scenarios_exist"> <check if="multiple_scenarios_exist">
<ask>**Which scenario does this page belong to?** <ask>**Which scenario does this page belong to?**
Existing scenarios: Existing scenarios:
{{#each scenario in existing_scenarios}} {{#each scenario in existing_scenarios}}
- {{scenario.number}}: {{scenario.name}} - {{scenario.number}}: {{scenario.name}}
{{/each}} {{/each}}
Choose scenario [number] or "new" for a new scenario:</ask> Choose scenario [number] or "new" for a new scenario:</ask>
<action>Store scenario_number</action> <action>Store scenario_number</action>
</check> </check>
@ -95,16 +95,7 @@ User situation:</ask>
<ask>**What page comes BEFORE this one?** <ask>**What page comes BEFORE this one?**
{{#if existing_pages_in_scenario.length > 0}}
Existing pages:
{{#each page in existing_pages_in_scenario}}
- {{page.number}}: {{page.name}}
{{/each}}
Type page number, or "none" if this is the first page: Type page number, or "none" if this is the first page:
{{else}}
This is the first page in the scenario. Type "none":
{{/if}}
Previous page:</ask> Previous page:</ask>
@ -134,120 +125,9 @@ Path: `4-scenarios/{{scenario_path}}/{{page_number}}-{{page_slug}}/`
Create: Create:
1. Page folder: `{{page_number}}-{{page_slug}}/` 1. Page folder: `{{page_number}}-{{page_slug}}/`
2. Sketches folder: `{{page_number}}-{{page_slug}}/sketches/` 2. Sketches folder: `{{page_number}}-{{page_slug}}/sketches/`
3. Placeholder document: `{{page_number}}-{{page_slug}}.md` 3. Placeholder document using template
</action>
<action> **See:** [substeps/lightweight-page-template.md](substeps/lightweight-page-template.md)
**Generate placeholder document:**
File: `4-scenarios/{{scenario_path}}/{{page_number}}-{{page_slug}}/{{page_number}}-{{page_slug}}.md`
Content:
```markdown
{{#if previous_page != "none"}}
← [{{previous_page}}](../{{previous_page_slug}}/{{previous_page_slug}}.md)
{{/if}}
{{#if next_page != "none" and next_page != "TBD"}}
| [{{next_page}}](../{{next_page_slug}}/{{next_page_slug}}.md) →
{{/if}}
{{#if next_page == "TBD"}}
| Next: TBD
{{/if}}
![{{page_name}}](sketches/{{page_slug}}-concept.jpg)
{{#if previous_page != "none"}}
← [{{previous_page}}](../{{previous_page_slug}}/{{previous_page_slug}}.md)
{{/if}}
{{#if next_page != "none" and next_page != "TBD"}}
| [{{next_page}}](../{{next_page_slug}}/{{next_page_slug}}.md) →
{{/if}}
# {{page_number}} {{page_name}}
**User Situation:** {{user_situation}}
**Page Purpose:** {{page_purpose}}
---
## Status
⚠️ **PLACEHOLDER** - This page needs:
- [ ] Sketch or screenshot
- [ ] Section breakdown
- [ ] Object specifications
- [ ] Component links
- [ ] Interaction definitions
- [ ] States and variants
---
## Navigation Context
{{#if previous_page != "none"}}
**Previous:** {{previous_page}}
{{else}}
**This is the first page in the scenario**
{{/if}}
{{#if next_page == "TBD"}}
**Next:** TBD (to be defined)
{{else if next_page != "none"}}
**Next:** {{next_page}}
{{else}}
**This is the last page in the scenario**
{{/if}}
---
## Open Questions
<!--
Auto-populate questions based on page characteristics.
Reference: instructions/open-questions.instructions.md
Check for:
- Responsive breakpoints
- Loading/Error/Empty states
- SEO (if public)
- Accessibility
- User permissions
- Time-sensitive behaviors
- Form validation
- Navigation/back behavior
-->
_No open questions at this time._
---
## Next Steps
To complete this page specification:
1. **Add a sketch**: Place your sketch in `sketches/` folder
2. **Run Page Process Workshop**: Analyze your sketch
3. **Specify sections**: Define all page sections
4. **Specify objects**: Define all interactive elements with Object IDs
5. **Link components**: Connect to design system components
6. **Document states**: Define loading, error, success, empty states
7. **Review open-questions.instructions.md**: Add relevant questions to Open Questions section
8. **Generate prototype**: Create interactive HTML preview
---
{{#if previous_page != "none"}}
**Previous Step**: ← [{{previous_page}}](../{{previous_page_slug}}/{{previous_page_slug}}.md)
{{/if}}
{{#if next_page != "none" and next_page != "TBD"}}
**Next Step**: → [{{next_page}}](../{{next_page_slug}}/{{next_page_slug}}.md)
{{/if}}
---
_Placeholder created using Whiteport Design Studio (WDS) methodology_
```
</action> </action>
--- ---
@ -280,18 +160,8 @@ _Placeholder created using Whiteport Design Studio (WDS) methodology_
- **Purpose:** {{page_purpose}} - **Purpose:** {{page_purpose}}
**Navigation:** **Navigation:**
{{#if previous_page != "none"}} - Previous: {{previous_page}} {{#if linked}}✅ linked{{/if}}
- Previous: {{previous_page}} ✅ linked - Next: {{next_page}}
{{else}}
- First page in scenario
{{/if}}
{{#if next_page != "none" and next_page != "TBD"}}
- Next: {{next_page}} ✅ linked
{{else if next_page == "TBD"}}
- Next: TBD
{{else}}
- Last page in scenario
{{/if}}
--- ---
@ -321,35 +191,6 @@ Based on user choice:
--- ---
## KEY PRINCIPLES **Created:** December 28, 2025
**Purpose:** Quick page initialization with navigation
### ✅ **Navigation is Critical**
- Appears three times (above sketch, below sketch, document bottom)
- Links to previous/next pages
- Creates navigable flow
- Essential for comprehension
### ✅ **Lightweight Setup**
- Quick to create
- No detailed specs yet
- Just enough to get started
- Ready for iteration
### ✅ **Context Captured**
- Name, purpose, situation
- Scenario placement
- Page number assigned
- Flow established
### ✅ **Open Questions Ready**
- Section included from start
- Reference `open-questions.instructions.md` during spec creation
- Auto-populate based on page characteristics
- Ensures no edge cases are missed
---
**Created:** December 28, 2025
**Purpose:** Quick page initialization with navigation
**Status:** Ready for WDS Presentation page **Status:** Ready for WDS Presentation page

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@ -0,0 +1,28 @@
# Flow A: Sketch Path
**Activates when:** User chooses to draw a sketch (physical/digital)
---
## Process
<output>**Perfect! Let's set up for your sketch.**
I'll create:
1. Page placeholder with navigation
2. Sketches folder ready for upload
3. Basic page structure
When you're ready, upload your sketch and we'll analyze it together using the Page Process Workshop.</output>
---
## Actions
1. Run `page-init-lightweight.md` to create structure
2. User uploads sketch when ready
3. Return to `workshop-page-process.md` for analysis
---
**This is the preferred path - sketches capture design intent best.**

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# Flow B: Verbal Specification
**Activates when:** User chooses to describe the page through discussion
---
## Introduction
<output>**Great! Let's build the page concept through conversation.**
We'll define:
- Page sections (what areas exist?)
- Section purposes (why does each section exist?)
- Key objects (what interactive elements?)
- User flow (how do they move through the page?)
This creates a conceptual specification - the page where concept meets description.</output>
---
## SUBSTEP B1: Identify Sections
<ask>**What are the main SECTIONS of this page?**
Think about areas/blocks, like:
- Header/Navigation
- Hero/Banner
- Content areas
- Forms
- Footer
List the sections from top to bottom:</ask>
<action>Store sections_list</action>
---
## SUBSTEP B2: Section Purposes
<output>**Now let's define each section's purpose:**</output>
<action>
For each section in sections_list:
<ask>
**{{section.name}}**
What is the PURPOSE of this section?
- What should the user understand/do here?
- Why does this section exist?
Purpose:
</ask>
Store section.purpose
End
</action>
---
## SUBSTEP B3: Key Objects
<ask>**What are the KEY INTERACTIVE OBJECTS on this page?**
Think about:
- Buttons (CTAs, actions)
- Forms (inputs, selectors)
- Links (navigation, external)
- Media (images, videos)
List the most important interactive elements:</ask>
<action>Store key_objects</action>
---
## SUBSTEP B4: User Flow
<ask>**How does the user move through this page?**
- Where do they enter?
- What's their first action?
- What's the desired outcome?
- Where do they go next?
Describe the flow:</ask>
<action>Store user_flow</action>
---
## SUBSTEP B5: Generate Specification
<output>**Creating conceptual specification...**</output>
<action>
Generate page specification document:
- Page name and purpose
- Navigation (prev/next)
- For each section:
- Section name
- Section purpose
- Status: "CONCEPTUAL - Needs visualization"
- For each key object:
- Object name
- Object type
- Object purpose
- Status: "CONCEPTUAL - Needs specification"
- User flow description
- Next steps: "Create visualization (sketch/wireframe)"
Save to: 4-scenarios/{{scenario_path}}/{{page_number}}-{{page_slug}}/{{page_number}}-{{page_slug}}.md
</action>
---
## Completion
<output>✅ **Conceptual page specification created!**
**What we defined:**
- {{sections_list.length}} sections with purposes
- {{key_objects.length}} key interactive objects
- Complete user flow
**Status:** CONCEPTUAL - Ready for visualization
**Next steps:**
1. Create sketch/wireframe based on this concept
2. Upload visualization
3. Run Page Process Workshop to enhance specification
Or:
[A] Create ASCII layout now (quick visual)
[B] Done - I'll create sketch later
[C] Actually, let's refine the concept more
Choice:</output>

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@ -0,0 +1,92 @@
# Flow C: ASCII Layout
**Activates when:** User chooses to create an ASCII layout
---
## Introduction
<output>**Let's create a simple ASCII layout together.**
⚠️ **Note:** ASCII is a last resort - sketches are much better for capturing design intent!
We'll create a basic box-and-text layout to show structure.</output>
---
## Gather Sections
<ask>**What are the main sections from top to bottom?**
Example:
- Header
- Hero
- Features (3 columns)
- CTA
- Footer
List sections:</ask>
<action>Store sections_for_ascii</action>
---
## Generate ASCII
<action>
Generate ASCII layout:
```
┌─────────────────────────────────────────┐
│ [HEADER] │
│ Logo | Nav | Contact │
└─────────────────────────────────────────┘
┌─────────────────────────────────────────┐
│ │
│ [HERO SECTION] │
│ │
│ Headline Goes Here │
│ Subheadline text here │
│ │
│ [CTA Button] │
│ │
└─────────────────────────────────────────┘
┌───────────┬───────────┬───────────┐
│ │ │ │
│ [Feature] │ [Feature] │ [Feature] │
│ 1 │ 2 │ 3 │
│ │ │ │
│ Icon │ Icon │ Icon │
│ Text │ Text │ Text │
│ │ │ │
└───────────┴───────────┴───────────┘
... (for each section)
```
Save as conceptual specification with ASCII visualization
</action>
---
## Completion
<output>✅ **ASCII layout created!**
⚠️ **Remember:** This is a rough structural guide.
**Recommended next steps:**
1. Use this ASCII as a reference
2. Create a proper sketch/wireframe
3. Upload and run Page Process Workshop
**ASCII is helpful for structure, but lacks:**
- Visual hierarchy
- Spacing and proportions
- Typography details
- Color and visual design
- Actual content flow
Ready to move forward?</output>

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@ -0,0 +1,69 @@
# Flow D: Reference Page
**Activates when:** User has a similar page to reference
---
## Gather Reference
<ask>**Which page is this similar to?**
Provide:
- Page name or URL
- What file path (if internal project)
- Or description of reference page
Reference:</ask>
<action>Store reference_page</action>
---
## Identify Differences
<ask>**What are the KEY DIFFERENCES from the reference?**
What changes from the reference page?
Differences:</ask>
<action>Store differences</action>
---
## Generate Specification
<output>**Creating page based on reference...**</output>
<action>
If internal reference exists:
1. Copy reference specification structure
2. Update with differences
3. Mark sections that need updates
4. Preserve navigation pattern
If external reference:
1. Describe reference structure
2. Note differences
3. Create conceptual specification
4. Recommend creating sketch showing changes
Generate specification document
</action>
---
## Completion
<output>✅ **Reference-based page specification created!**
**Based on:** {{reference_page}}
**Key differences noted:** {{differences}}
**Next steps:**
- Review generated specification
- Create sketch showing unique elements
- Run Page Process Workshop to refine
Ready?</output>

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@ -0,0 +1,131 @@
# Flow E: Generate HTML Prototype
**Activates when:** User chooses to generate HTML and screenshot it
---
## Introduction
<output>**Perfect! Let's generate an HTML prototype based on your concept.**
This creates a working page that you can:
- View in browser
- Screenshot for documentation
- Test responsive behavior
- Use as starting point for development
The screenshot becomes your "sketch" for the specification.</output>
---
## Benefits
- ✅ Professional, pixel-perfect visualization
- ✅ Tests actual layout behavior
- ✅ Responsive/mobile preview available
- ✅ Can iterate quickly
- ✅ Screenshot becomes the "sketch"
- ✅ Prototype is already built!
**Perfect for:**
- Users who can describe but can't draw
- Testing responsive layouts
- Quick professional mockups
- When prototype comes before final design
---
## SUBSTEP E1: Define Basic Structure
<output>**Based on your page concept:**
**Page:** {{page_name}}
**Sections:** {{sections_list}}
**Key Objects:** {{key_objects}}
I'll generate a clean HTML prototype with:
- Semantic HTML structure
- Basic Tailwind CSS styling (or vanilla CSS)
- Placeholder content based on your descriptions
- Responsive layout
- Interactive elements (buttons, forms, etc.)</output>
<ask>**Any specific styling preferences?**
[A] Clean, minimal (default)
[B] Modern SaaS style
[C] Professional/corporate
[D] Creative/bold
[E] Match an existing site (describe)
Styling:</ask>
<action>Store styling_preference</action>
---
## SUBSTEP E2: Generate HTML
<action>
**Generate HTML prototype:**
1. Create semantic HTML structure for each section
2. Add Tailwind CSS classes (or vanilla CSS)
3. Include placeholder content from user's descriptions
4. Add interactive elements with proper attributes
5. Make responsive (mobile-first)
6. Include basic states (hover, focus, etc.)
File: `prototypes/{{page_slug}}-prototype.html`
Save to: `4-scenarios/{{scenario_path}}/{{page_number}}-{{page_slug}}/prototypes/`
</action>
---
## SUBSTEP E3: View and Capture
<output>**Prototype generated!** 🎉
**File location:**
`4-scenarios/{{scenario_path}}/{{page_number}}-{{page_slug}}/prototypes/{{page_slug}}-prototype.html`
**Next steps:**
1. **Open in browser** - Double-click the HTML file
2. **Review the layout** - Does it match your vision?
3. **Test responsive** - Resize browser window
4. **Take screenshots:**
- Desktop view (full page)
- Mobile view (if needed)
- Key sections (close-ups)
5. **Save screenshots** to `sketches/` folder
**Screenshot naming:**
- `{{page_slug}}-desktop.jpg` - Full desktop view
- `{{page_slug}}-mobile.jpg` - Mobile view
- `{{page_slug}}-section-name.jpg` - Section close-ups</output>
<ask>**Ready to capture screenshots?**
Once you've saved the screenshots, type "done" and I'll analyze them:
Status:</ask>
<action>Wait for user confirmation</action>
---
## SUBSTEP E4: Iterate If Needed
<ask>**How does the prototype look?**
[A] Perfect - I've captured screenshots
[B] Need adjustments - let me describe changes
[C] Completely different direction - let's revise
Choice:</ask>
**If A:** Route to `workshop-page-process.md` for analysis
**If B:** Update HTML based on feedback, return to E3
**If C:** Return to main workshop STEP 1 to redefine concept

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@ -0,0 +1,135 @@
# Lightweight Page Template
Template for generating page placeholder documents in page-init-lightweight workflow.
---
## File Location
`4-scenarios/{{scenario_path}}/{{page_number}}-{{page_slug}}/{{page_number}}-{{page_slug}}.md`
---
## Template
```markdown
{{#if previous_page != "none"}}
← [{{previous_page}}](../{{previous_page_slug}}/{{previous_page_slug}}.md)
{{/if}}
{{#if next_page != "none" and next_page != "TBD"}}
| [{{next_page}}](../{{next_page_slug}}/{{next_page_slug}}.md) →
{{/if}}
{{#if next_page == "TBD"}}
| Next: TBD
{{/if}}
![{{page_name}}](sketches/{{page_slug}}-concept.jpg)
{{#if previous_page != "none"}}
← [{{previous_page}}](../{{previous_page_slug}}/{{previous_page_slug}}.md)
{{/if}}
{{#if next_page != "none" and next_page != "TBD"}}
| [{{next_page}}](../{{next_page_slug}}/{{next_page_slug}}.md) →
{{/if}}
# {{page_number}} {{page_name}}
**User Situation:** {{user_situation}}
**Page Purpose:** {{page_purpose}}
---
## Status
⚠️ **PLACEHOLDER** - This page needs:
- [ ] Sketch or screenshot
- [ ] Section breakdown
- [ ] Object specifications
- [ ] Component links
- [ ] Interaction definitions
- [ ] States and variants
---
## Navigation Context
{{#if previous_page != "none"}}
**Previous:** {{previous_page}}
{{else}}
**This is the first page in the scenario**
{{/if}}
{{#if next_page == "TBD"}}
**Next:** TBD (to be defined)
{{else if next_page != "none"}}
**Next:** {{next_page}}
{{else}}
**This is the last page in the scenario**
{{/if}}
---
## Open Questions
<!--
Auto-populate questions based on page characteristics.
Reference: instructions/open-questions.instructions.md
Check for:
- Responsive breakpoints
- Loading/Error/Empty states
- SEO (if public)
- Accessibility
- User permissions
- Time-sensitive behaviors
- Form validation
- Navigation/back behavior
-->
_No open questions at this time._
---
## Next Steps
To complete this page specification:
1. **Add a sketch**: Place your sketch in `sketches/` folder
2. **Run Page Process Workshop**: Analyze your sketch
3. **Specify sections**: Define all page sections
4. **Specify objects**: Define all interactive elements with Object IDs
5. **Link components**: Connect to design system components
6. **Document states**: Define loading, error, success, empty states
7. **Review open-questions.instructions.md**: Add relevant questions to Open Questions section
8. **Generate prototype**: Create interactive HTML preview
---
{{#if previous_page != "none"}}
**Previous Step**: ← [{{previous_page}}](../{{previous_page_slug}}/{{previous_page_slug}}.md)
{{/if}}
{{#if next_page != "none" and next_page != "TBD"}}
**Next Step**: → [{{next_page}}](../{{next_page_slug}}/{{next_page_slug}}.md)
{{/if}}
---
_Placeholder created using Whiteport Design Studio (WDS) methodology_
```
---
## Key Principles
### ✅ **Navigation is Critical**
- Appears three times (above sketch, below sketch, document bottom)
- Links to previous/next pages
- Creates navigable flow
- Essential for comprehension
### ✅ **Open Questions Ready**
- Section included from start
- Reference `open-questions.instructions.md` during spec creation
- Auto-populate based on page characteristics
- Ensures no edge cases are missed

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@ -0,0 +1,130 @@
# Page Process Workshop Templates
Templates for comparison output and change detection displays.
---
## Change Detection Output Template
```handlebars
{{#if has_changes}}
🔍 **Changes detected:**
{{#if unchanged_sections.length > 0}}
✅ **Unchanged sections** ({{unchanged_sections.length}}):
{{#each section in unchanged_sections}}
- {{section.name}}
{{/each}}
{{/if}}
{{#if modified_sections.length > 0}}
✏️ **Modified sections** ({{modified_sections.length}}):
{{#each section in modified_sections}}
- {{section.name}}: {{section.change_description}}
{{/each}}
{{/if}}
{{#if new_sections.length > 0}}
➕ **New sections added** ({{new_sections.length}}):
{{#each section in new_sections}}
- {{section.name}}: {{section.description}}
{{/each}}
{{/if}}
{{#if completed_sections.length > 0}}
✨ **TBD sections now complete** ({{completed_sections.length}}):
{{#each section in completed_sections}}
- {{section.name}}: Ready to specify
{{/each}}
{{/if}}
{{#if removed_sections.length > 0}}
⚠️ **Sections removed** ({{removed_sections.length}}):
{{#each section in removed_sections}}
- {{section.name}}
{{/each}}
{{/if}}
{{else}}
✅ **No changes detected**
This sketch appears identical to the existing specification.
{{/if}}
```
---
## Detailed Comparison Template
```handlebars
**Detailed Section-by-Section Comparison:**
{{#each section in modified_sections}}
---
### {{section.name}}
**Current specification:**
{{section.current_spec_summary}}
**New sketch shows:**
{{section.new_sketch_summary}}
**Detected changes:**
{{#each change in section.changes}}
- {{change.description}}
{{/each}}
**Confidence:** {{section.confidence}}%
---
{{/each}}
```
---
## Update Summary Template
```handlebars
✅ **Page specification updated!**
**Summary:**
{{#if updated_count > 0}}
- {{updated_count}} sections updated
{{/if}}
{{#if added_count > 0}}
- {{added_count}} sections added
{{/if}}
{{#if preserved_count > 0}}
- {{preserved_count}} sections preserved (unchanged)
{{/if}}
{{#if removed_count > 0}}
- {{removed_count}} sections removed
{{/if}}
**Updated file:** `{{page_spec_path}}`
**Sketch saved to:** `{{sketch_path}}`
```
---
## Menu Options
**Update Strategy Menu (with changes):**
- [A] Update all changed/new/completed sections
- [B] Pick specific sections to update
- [C] Show me detailed comparison first
- [D] Actually, this is the same - cancel
**Update Strategy Menu (only removals):**
- [A] Remove deleted sections from spec
- [B] Keep them marked as "removed from design"
- [C] Cancel - I'll fix the sketch
**Completion Menu:**
- [A] Generate HTML prototype
- [B] Add another page
- [C] Update another section
- [D] Done with this page

153
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@ -0,0 +1,153 @@
# Placeholder Page Templates
Templates for generating placeholder page documents.
---
## Page Placeholder Document Template
File: `4-scenarios/{{scenario_path}}/{{page.number}}-{{page.slug}}/{{page.number}}-{{page.slug}}.md`
```markdown
{{#if @index > 0}}
← [{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}](../{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}/{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}.md)
{{/if}}
{{#if @index < pages_list.length - 1}}
| [{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}](../{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}/{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}.md) →
{{/if}}
# {{page.number}} {{page.name}}
**User Situation:** {{page.situation}}
**Page Purpose:** {{page.purpose}}
---
## Status
⚠️ **PLACEHOLDER** - This page needs:
- [ ] Sketch or screenshot
- [ ] Section breakdown
- [ ] Object specifications
- [ ] Component links
- [ ] Interaction definitions
- [ ] States and variants
---
## Next Steps
To complete this page specification:
1. **Add a sketch**: Place sketch in `sketches/` folder
2. **Run Workshop A**: Sketch Analysis Workshop to break down the visual
3. **Specify objects**: Define all interactive elements with Object IDs
4. **Link components**: Connect to design system components
5. **Document states**: Define loading, error, success, empty states
---
{{#if @index > 0}}
**Previous Step**: ← [{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}](../{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}/{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}.md)
{{/if}}
{{#if @index < pages_list.length - 1}}
**Next Step**: → [{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}](../{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}/{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}.md)
{{/if}}
---
_Placeholder created using Whiteport Design Studio (WDS) methodology_
```
---
## Scenario Overview Template
File: `4-scenarios/{{scenario_path}}/00-{{scenario_slug}}-scenario.md`
```markdown
# {{scenario_number}} {{scenario_name}} - Scenario Overview
**Project**: {{project_name}}
**Date Created**: {{date}}
**Last Updated**: {{date}}
## Scenario Overview
[Brief description of this scenario - to be filled in]
## Scenario Steps
{{#each page in pages_list}}
### **{{page.number}} {{page.name}}**
**Purpose**: {{page.purpose}}
**Status**: ⚠️ Placeholder
**Files**: [{{page.number}}-{{page.slug}}.md]({{page.number}}-{{page.slug}}/{{page.number}}-{{page.slug}}.md)
{{/each}}
## User Journey Flow
```
{{#each page in pages_list}}
{{page.number}}-{{page.slug}}{{#unless @last}} → {{/unless}}
{{/each}}
```
## Status
{{pages_list.length}} placeholder pages created. Each page needs:
- Sketch or visual concept
- Detailed specifications
- Object definitions
- Component links
---
_Created using Whiteport Design Studio (WDS) methodology_
```
---
## Scenario Tracking Template
File: `4-scenarios/{{scenario_path}}/scenario-tracking.yaml`
```yaml
scenario_number: {{scenario_number}}
scenario_name: "{{scenario_name}}"
pages_list:
{{#each page in pages_list}}
- name: "{{page.name}}"
slug: "{{page.slug}}"
page_number: "{{page.number}}"
purpose: "{{page.purpose}}"
status: "placeholder"
{{/each}}
current_page_index: 0
total_pages: {{pages_list.length}}
created_date: "{{date}}"
```
---
## When to Use Placeholders
**Advantages:**
- Quick mapping of entire flow
- Clear navigation before details
- Easy to see gaps or redundancies
- Can be reviewed by stakeholders early
- Team can work on different pages in parallel
**Use when:**
- New projects starting from scratch
- Complex multi-page scenarios
- When need for early stakeholder review
- Before diving into visual design
**Don't use when:**
- Single page projects
- When sketch already exists (use Workshop A)
- Small modifications to existing flow

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@ -54,9 +54,7 @@ This will be your first scenario. What should we call it?
Scenario name: Scenario name:
{{/if}}</ask> {{/if}}</ask>
<action> <action>Store scenario_number and scenario_name</action>
Store scenario_number and scenario_name
</action>
--- ---
@ -85,56 +83,12 @@ Number of pages:</ask>
I'll guide you through {{pages_count}} pages...</output> I'll guide you through {{pages_count}} pages...</output>
<action>For page_index from 1 to pages_count, run this loop:</action> For each page, gather:
1. **Page name** (examples: "Start Page", "Sign In", "Checkout")
2. **Page purpose** (1-2 sentences: what user accomplishes)
3. **User situation** (what just happened, what they're trying to do)
<output>--- <action>Store page_name, page_purpose, user_situation for each page</action>
### Page {{page_index}} of {{pages_count}}
</output>
<ask>**What should we call this page?**
Examples:
- "Start Page" / "Home"
- "Sign In"
- "User Profile"
- "Checkout"
- "Confirmation"
Page name:</ask>
<action>
Store page_name
Generate page_slug
Calculate page_number (scenario.page_index)
</action>
<ask>**What's the PURPOSE of "{{page_name}}"?**
In 1-2 sentences:
- What does the user accomplish here?
- What happens on this page?
Purpose:</ask>
<action>Store page_purpose</action>
<ask>**What's the USER'S SITUATION when they arrive?**
What just happened? What are they trying to do?
User situation:</ask>
<action>Store user_situation</action>
<output>✓ **Page {{page_index}} defined:**
{{page_number}}-{{page_slug}}: {{page_name}}
- Purpose: {{page_purpose}}
- Situation: {{user_situation}}</output>
<action>Continue to next page</action>
--- ---
@ -144,12 +98,7 @@ User situation:</ask>
**Scenario {{scenario_number}}: {{scenario_name}}** **Scenario {{scenario_number}}: {{scenario_name}}**
{{#each page in pages_list}} [Display numbered list of all pages with purposes]
{{@index + 1}}. **{{page.number}}-{{page.slug}}** - {{page.name}}
Purpose: {{page.purpose}}
User: {{page.situation}}
{{/each}}
Does this flow make sense? Any pages missing or in wrong order?</output> Does this flow make sense? Any pages missing or in wrong order?</output>
@ -162,161 +111,25 @@ Does this flow make sense? Any pages missing or in wrong order?</output>
Action:</ask> Action:</ask>
<action>
Process user adjustments:
- Add pages if needed
- Remove pages if requested
- Renumber pages after changes
</action>
--- ---
## PHASE 6: GENERATE PLACEHOLDER DOCUMENTS ## PHASE 6: GENERATE DOCUMENTS
<output>**Perfect! Creating your placeholder pages now...** <output>**Perfect! Creating your placeholder pages now...**</output>
Generating {{pages_list.length}} page documents...</output>
<action> <action>
For each page in pages_list: For each page in pages_list:
1. Create folder structure with sketches subfolder
2. Generate placeholder document using template
3. Create scenario overview document
4. Create scenario tracking file
**Create folder structure:** **See:** [substeps/placeholder-templates.md](substeps/placeholder-templates.md) for all templates
`4-scenarios/{{scenario_path}}/{{page.number}}-{{page.slug}}/`
`4-scenarios/{{scenario_path}}/{{page.number}}-{{page.slug}}/sketches/`
**Generate placeholder document:**
File: `4-scenarios/{{scenario_path}}/{{page.number}}-{{page.slug}}/{{page.number}}-{{page.slug}}.md`
Content:
```markdown
{{#if @index > 0}}
← [{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}](../{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}/{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}.md)
{{/if}}
{{#if @index < pages_list.length - 1}}
| [{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}](../{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}/{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}.md) →
{{/if}}
# {{page.number}} {{page.name}}
**User Situation:** {{page.situation}}
**Page Purpose:** {{page.purpose}}
---
## Status
⚠️ **PLACEHOLDER** - This page needs:
- [ ] Sketch or screenshot
- [ ] Section breakdown
- [ ] Object specifications
- [ ] Component links
- [ ] Interaction definitions
- [ ] States and variants
---
## Next Steps
To complete this page specification:
1. **Add a sketch**: Place sketch in `sketches/` folder
2. **Run Workshop A**: Sketch Analysis Workshop to break down the visual
3. **Specify objects**: Define all interactive elements with Object IDs
4. **Link components**: Connect to design system components
5. **Document states**: Define loading, error, success, empty states
---
{{#if @index > 0}}
**Previous Step**: ← [{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}](../{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}/{{pages_list[@index - 1].number}}-{{pages_list[@index - 1].slug}}.md)
{{/if}}
{{#if @index < pages_list.length - 1}}
**Next Step**: → [{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}](../{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}/{{pages_list[@index + 1].number}}-{{pages_list[@index + 1].slug}}.md)
{{/if}}
---
_Placeholder created using Whiteport Design Studio (WDS) methodology_
```
</action>
<action>
**Create scenario overview document:**
File: `4-scenarios/{{scenario_path}}/00-{{scenario_slug}}-scenario.md`
Content:
```markdown
# {{scenario_number}} {{scenario_name}} - Scenario Overview
**Project**: {{project_name}}
**Date Created**: {{date}}
**Last Updated**: {{date}}
## Scenario Overview
[Brief description of this scenario - to be filled in]
## Scenario Steps
{{#each page in pages_list}}
### **{{page.number}} {{page.name}}**
**Purpose**: {{page.purpose}}
**Status**: ⚠️ Placeholder
**Files**: [{{page.number}}-{{page.slug}}.md]({{page.number}}-{{page.slug}}/{{page.number}}-{{page.slug}}.md)
{{/each}}
## User Journey Flow
```
{{#each page in pages_list}}
{{page.number}}-{{page.slug}}{{#unless @last}} → {{/unless}}
{{/each}}
```
## Status
{{pages_list.length}} placeholder pages created. Each page needs:
- Sketch or visual concept
- Detailed specifications
- Object definitions
- Component links
---
_Created using Whiteport Design Studio (WDS) methodology_
```
</action>
<action>
**Create scenario tracking file:**
File: `4-scenarios/{{scenario_path}}/scenario-tracking.yaml`
Content:
```yaml
scenario_number: {{scenario_number}}
scenario_name: "{{scenario_name}}"
pages_list:
{{#each page in pages_list}}
- name: "{{page.name}}"
slug: "{{page.slug}}"
page_number: "{{page.number}}"
purpose: "{{page.purpose}}"
status: "placeholder"
{{/each}}
current_page_index: 0
total_pages: {{pages_list.length}}
created_date: "{{date}}"
```
</action> </action>
--- ---
## PHASE 7: COMPLETION SUMMARY ## PHASE 7: COMPLETION
<output>✅ **Placeholder pages created!** <output>✅ **Placeholder pages created!**
@ -328,32 +141,7 @@ created_date: "{{date}}"
- 1 scenario overview document - 1 scenario overview document
- 1 scenario tracking file - 1 scenario tracking file
**File structure:** **Next Steps:**
```
4-scenarios/
{{scenario_path}}/
00-{{scenario_slug}}-scenario.md
scenario-tracking.yaml
{{#each page in pages_list}}
{{page.number}}-{{page.slug}}/
{{page.number}}-{{page.slug}}.md ⚠️ PLACEHOLDER
sketches/
{{/each}}
```
**Your scenario flow:**
```
{{#each page in pages_list}}
{{page.number}}-{{page.slug}}: {{page.name}}
{{/each}}
```
---
## Next Steps
You can now:
1. **Add sketches** - Upload visuals for each page 1. **Add sketches** - Upload visuals for each page
2. **Complete specifications** - Run Workshop A (Sketch Analysis) for each page 2. **Complete specifications** - Run Workshop A (Sketch Analysis) for each page
3. **Add more pages** - Come back and add pages to this scenario 3. **Add more pages** - Come back and add pages to this scenario
@ -362,9 +150,7 @@ You can now:
**Ready to work on a specific page?** **Ready to work on a specific page?**
Pick a page to work on: Pick a page to work on:
{{#each page in pages_list}} [1-N] Page name
[{{@index + 1}}] {{page.name}}
{{/each}}
[N] Add another scenario [N] Add another scenario
[D] Done for now [D] Done for now
@ -380,27 +166,3 @@ Choice:</output>
- If user selects [N] → Route to scenario-init workshop - If user selects [N] → Route to scenario-init workshop
- If user selects [D] → Return to main UX design menu - If user selects [D] → Return to main UX design menu
</action> </action>
---
## NOTES FOR IMPLEMENTATION
**Advantages of placeholders:**
- Quick mapping of entire flow
- Clear navigation before details
- Easy to see gaps or redundancies
- Can be reviewed by stakeholders early
- Team can work on different pages in parallel
**When to use:**
- New projects starting from scratch
- Complex multi-page scenarios
- When need for early stakeholder review
- Before diving into visual design
**When NOT to use:**
- Single page projects
- When sketch already exists (use Workshop A)
- Small modifications to existing flow

472
src/workflows/4-ux-design/steps/step-02-substeps/page-init/workshop-page-creation.md
View File

@ -45,455 +45,19 @@ Choice:</ask>
--- ---
## NOTE ON OPTION E (HTML Prototype) ## FLOW ROUTING
**This is the bridge method:** Based on user choice, load the appropriate flow:
```
Concept → HTML Code → Render → Screenshot → Documentation
```
**Benefits:** | Choice | Flow | File |
- ✅ Professional, pixel-perfect visualization |--------|------|------|
- ✅ Tests actual layout behavior | **A** | Sketch Path | [substeps/flow-a-sketch.md](substeps/flow-a-sketch.md) |
- ✅ Responsive/mobile preview available | **B** | Verbal Specification | [substeps/flow-b-verbal.md](substeps/flow-b-verbal.md) |
- ✅ Can iterate quickly | **C** | ASCII Layout | [substeps/flow-c-ascii.md](substeps/flow-c-ascii.md) |
- ✅ Screenshot becomes the "sketch" | **D** | Reference Page | [substeps/flow-d-reference.md](substeps/flow-d-reference.md) |
- ✅ Prototype is already built! | **E** | HTML Prototype | [substeps/flow-e-html.md](substeps/flow-e-html.md) |
**Perfect for:** <action>Load and execute the selected flow substep</action>
- Users who can describe but can't draw
- Testing responsive layouts
- Quick professional mockups
- When prototype comes before final design
---
## FLOW A: SKETCH PATH
<check if="visualization_method == 'A'">
<output>**Perfect! Let's set up for your sketch.**
I'll create:
1. Page placeholder with navigation
2. Sketches folder ready for upload
3. Basic page structure
When you're ready, upload your sketch and we'll analyze it together using the Page Process Workshop.</output>
<action>
1. Run page-init-lightweight.md to create structure
2. User uploads sketch when ready
3. Return to workshop-page-process.md for analysis
</action>
</check>
---
## FLOW B: VERBAL SPECIFICATION
<check if="visualization_method == 'B'">
<output>**Great! Let's build the page concept through conversation.**
We'll define:
- Page sections (what areas exist?)
- Section purposes (why does each section exist?)
- Key objects (what interactive elements?)
- User flow (how do they move through the page?)
This creates a conceptual specification - the page where concept meets description.</output>
### SUBSTEP B1: IDENTIFY SECTIONS
<ask>**What are the main SECTIONS of this page?**
Think about areas/blocks, like:
- Header/Navigation
- Hero/Banner
- Content areas
- Forms
- Footer
List the sections from top to bottom:</ask>
<action>Store sections_list</action>
### SUBSTEP B2: SECTION PURPOSES
<output>**Now let's define each section's purpose:**</output>
<action>
For each section in sections_list:
<ask>
**{{section.name}}**
What is the PURPOSE of this section?
- What should the user understand/do here?
- Why does this section exist?
Purpose:
</ask>
Store section.purpose
End
</action>
### SUBSTEP B3: KEY OBJECTS
<ask>**What are the KEY INTERACTIVE OBJECTS on this page?**
Think about:
- Buttons (CTAs, actions)
- Forms (inputs, selectors)
- Links (navigation, external)
- Media (images, videos)
List the most important interactive elements:</ask>
<action>Store key_objects</action>
### SUBSTEP B4: USER FLOW
<ask>**How does the user move through this page?**
- Where do they enter?
- What's their first action?
- What's the desired outcome?
- Where do they go next?
Describe the flow:</ask>
<action>Store user_flow</action>
### SUBSTEP B5: GENERATE SPECIFICATION
<output>**Creating conceptual specification...**</output>
<action>
Generate page specification document:
- Page name and purpose
- Navigation (prev/next)
- For each section:
- Section name
- Section purpose
- Status: "CONCEPTUAL - Needs visualization"
- For each key object:
- Object name
- Object type
- Object purpose
- Status: "CONCEPTUAL - Needs specification"
- User flow description
- Next steps: "Create visualization (sketch/wireframe)"
Save to: 4-scenarios/{{scenario_path}}/{{page_number}}-{{page_slug}}/{{page_number}}-{{page_slug}}.md
</action>
<output>✅ **Conceptual page specification created!**
**What we defined:**
- {{sections_list.length}} sections with purposes
- {{key_objects.length}} key interactive objects
- Complete user flow
**Status:** CONCEPTUAL - Ready for visualization
**Next steps:**
1. Create sketch/wireframe based on this concept
2. Upload visualization
3. Run Page Process Workshop to enhance specification
Or:
[A] Create ASCII layout now (quick visual)
[B] Done - I'll create sketch later
[C] Actually, let's refine the concept more
Choice:</output>
</check>
---
## FLOW E: GENERATE HTML PROTOTYPE
<check if="visualization_method == 'E'">
<output>**Perfect! Let's generate an HTML prototype based on your concept.**
This creates a working page that you can:
- View in browser
- Screenshot for documentation
- Test responsive behavior
- Use as starting point for development
The screenshot becomes your "sketch" for the specification.</output>
### SUBSTEP E1: DEFINE BASIC STRUCTURE
<output>**Based on your page concept:**
**Page:** {{page_name}}
**Sections:** {{sections_list}}
**Key Objects:** {{key_objects}}
I'll generate a clean HTML prototype with:
- Semantic HTML structure
- Basic Tailwind CSS styling (or vanilla CSS)
- Placeholder content based on your descriptions
- Responsive layout
- Interactive elements (buttons, forms, etc.)</output>
<ask>**Any specific styling preferences?**
[A] Clean, minimal (default)
[B] Modern SaaS style
[C] Professional/corporate
[D] Creative/bold
[E] Match an existing site (describe)
Styling:</ask>
<action>Store styling_preference</action>
### SUBSTEP E2: GENERATE HTML
<action>
**Generate HTML prototype:**
1. Create semantic HTML structure for each section
2. Add Tailwind CSS classes (or vanilla CSS)
3. Include placeholder content from user's descriptions
4. Add interactive elements with proper attributes
5. Make responsive (mobile-first)
6. Include basic states (hover, focus, etc.)
File: `prototypes/{{page_slug}}-prototype.html`
Template structure:
```html
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>{{page_name}} - Prototype</title>
<script src="https://cdn.tailwindcss.com"></script>
</head>
<body class="bg-gray-50">
<!-- Generated sections based on concept -->
{{#each section in sections_list}}
<section id="{{section.slug}}" class="...">
<!-- Section content -->
</section>
{{/each}}
</body>
</html>
```
Save to: `4-scenarios/{{scenario_path}}/{{page_number}}-{{page_slug}}/prototypes/`
</action>
### SUBSTEP E3: VIEW AND CAPTURE
<output>**Prototype generated!** 🎉
**File location:**
`4-scenarios/{{scenario_path}}/{{page_number}}-{{page_slug}}/prototypes/{{page_slug}}-prototype.html`
**Next steps:**
1. **Open in browser** - Double-click the HTML file
2. **Review the layout** - Does it match your vision?
3. **Test responsive** - Resize browser window
4. **Take screenshots:**
- Desktop view (full page)
- Mobile view (if needed)
- Key sections (close-ups)
5. **Save screenshots** to `sketches/` folder
**Screenshot naming:**
- `{{page_slug}}-desktop.jpg` - Full desktop view
- `{{page_slug}}-mobile.jpg` - Mobile view
- `{{page_slug}}-section-name.jpg` - Section close-ups</output>
<ask>**Ready to capture screenshots?**
Once you've saved the screenshots, type "done" and I'll analyze them:
Status:</ask>
<action>Wait for user confirmation</action>
### SUBSTEP E4: ITERATE IF NEEDED
<ask>**How does the prototype look?**
[A] Perfect - I've captured screenshots
[B] Need adjustments - let me describe changes
[C] Completely different direction - let's revise
Choice:</ask>
<check if="choice == 'A'">
<action>
User should have screenshots in sketches/ folder
Route to: workshop-page-process.md for analysis
</action>
</check>
<check if="choice == 'B'">
<ask>What changes are needed?</ask>
<action>
Update HTML prototype based on feedback
Regenerate sections as needed
Return to SUBSTEP E3 (view and capture)
</action>
</check>
<check if="choice == 'C'">
<action>Return to STEP 1: PAGE CONCEPT to redefine</action>
</check>
</check>
---
<check if="visualization_method == 'C'">
<output>**Let's create a simple ASCII layout together.**
⚠️ **Note:** ASCII is a last resort - sketches are much better for capturing design intent!
We'll create a basic box-and-text layout to show structure.</output>
<ask>**What are the main sections from top to bottom?**
Example:
- Header
- Hero
- Features (3 columns)
- CTA
- Footer
List sections:</ask>
<action>Store sections_for_ascii</action>
<action>
Generate ASCII layout:
```
┌─────────────────────────────────────────┐
│ [HEADER] │
│ Logo | Nav | Contact │
└─────────────────────────────────────────┘
┌─────────────────────────────────────────┐
│ │
│ [HERO SECTION] │
│ │
│ Headline Goes Here │
│ Subheadline text here │
│ │
│ [CTA Button] │
│ │
└─────────────────────────────────────────┘
┌───────────┬───────────┬───────────┐
│ │ │ │
│ [Feature] │ [Feature] │ [Feature] │
│ 1 │ 2 │ 3 │
│ │ │ │
│ Icon │ Icon │ Icon │
│ Text │ Text │ Text │
│ │ │ │
└───────────┴───────────┴───────────┘
... (for each section)
```
Save as conceptual specification with ASCII visualization
</action>
<output>✅ **ASCII layout created!**
⚠️ **Remember:** This is a rough structural guide.
**Recommended next steps:**
1. Use this ASCII as a reference
2. Create a proper sketch/wireframe
3. Upload and run Page Process Workshop
**ASCII is helpful for structure, but lacks:**
- Visual hierarchy
- Spacing and proportions
- Typography details
- Color and visual design
- Actual content flow
Ready to move forward?</output>
</check>
---
## FLOW D: REFERENCE PAGE
<check if="visualization_method == 'D'">
<ask>**Which page is this similar to?**
Provide:
- Page name or URL
- What file path (if internal project)
- Or description of reference page
Reference:</ask>
<action>Store reference_page</action>
<ask>**What are the KEY DIFFERENCES from the reference?**
What changes from the reference page?
Differences:</ask>
<action>Store differences</action>
<output>**Creating page based on reference...**</output>
<action>
If internal reference exists:
1. Copy reference specification structure
2. Update with differences
3. Mark sections that need updates
4. Preserve navigation pattern
If external reference:
1. Describe reference structure
2. Note differences
3. Create conceptual specification
4. Recommend creating sketch showing changes
Generate specification document
</action>
<output>✅ **Reference-based page specification created!**
**Based on:** {{reference_page}}
**Key differences noted:** {{differences}}
**Next steps:**
- Review generated specification
- Create sketch showing unique elements
- Run Page Process Workshop to refine
Ready?</output>
</check>
--- ---
@ -503,14 +67,7 @@ Ready?</output>
**Page:** {{page_name}} **Page:** {{page_name}}
**Method:** {{visualization_method_description}} **Method:** {{visualization_method_description}}
**Status:** **Status:** Conceptual specification complete
{{#if has_visualization}}
- ✅ Conceptual specification complete
- ⏳ Visualization pending
{{else}}
- ✅ Conceptual specification complete
- ✅ Visualization method defined
{{/if}}
**The page is the place where visualization meets specification.** **The page is the place where visualization meets specification.**
@ -571,8 +128,7 @@ Next workshops use:
--- ---
**Created:** December 28, 2025 **Created:** December 28, 2025
**Purpose:** Define page concept, choose visualization method **Purpose:** Define page concept, choose visualization method
**Philosophy:** Page first, visualization second **Philosophy:** Page first, visualization second
**Status:** Ready for use **Status:** Ready for use

152
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View File

@ -10,7 +10,7 @@
**Intelligence:** Detects if this is a new page or update to existing specification. **Intelligence:** Detects if this is a new page or update to existing specification.
**Behavior:** **Behavior:**
- New page → Full analysis - New page → Full analysis
- Updated page → Change detection, incremental update - Updated page → Change detection, incremental update
- Partial completion → Specify ready sections, mark TBD - Partial completion → Specify ready sections, mark TBD
@ -30,17 +30,17 @@
<check if="!page_spec_exists"> <check if="!page_spec_exists">
<output>**This is the first sketch for this page!** <output>**This is the first sketch for this page!**
Let me analyze what you've drawn and create the initial specification.</output> Let me analyze what you've drawn and create the initial specification.</output>
<action>Route to: `substeps/4b-sketch-analysis.md` (existing workflow)</action> <action>Route to: `substeps/4b-sketch-analysis.md` (existing workflow)</action>
</check> </check>
<check if="page_spec_exists"> <check if="page_spec_exists">
<output>**I see we already have specifications for this page.** <output>**I see we already have specifications for this page.**
Let me compare this sketch to what we have...</output> Let me compare this sketch to what we have...</output>
<action>Proceed to STEP 2: Change Detection</action> <action>Proceed to STEP 2: Change Detection</action>
</check> </check>
@ -60,56 +60,19 @@
- Removed sections - Removed sections
- TBD sections now complete - TBD sections now complete
- Complete sections now TBD - Complete sections now TBD
4. Calculate confidence for each comparison 4. Calculate confidence for each comparison
</action> </action>
<output>**Comparison Results:** <output>**Comparison Results:**
{{#if has_changes}} **See:** [substeps/page-process-templates.md](substeps/page-process-templates.md) for output templates
🔍 **Changes detected:**
{{#if unchanged_sections.length > 0}}
✅ **Unchanged sections** ({{unchanged_sections.length}}):
{{#each section in unchanged_sections}}
- {{section.name}}
{{/each}}
{{/if}}
{{#if modified_sections.length > 0}}
✏️ **Modified sections** ({{modified_sections.length}}):
{{#each section in modified_sections}}
- {{section.name}}: {{section.change_description}}
{{/each}}
{{/if}}
{{#if new_sections.length > 0}}
➕ **New sections added** ({{new_sections.length}}):
{{#each section in new_sections}}
- {{section.name}}: {{section.description}}
{{/each}}
{{/if}}
{{#if completed_sections.length > 0}}
✨ **TBD sections now complete** ({{completed_sections.length}}):
{{#each section in completed_sections}}
- {{section.name}}: Ready to specify
{{/each}}
{{/if}}
{{#if removed_sections.length > 0}}
⚠️ **Sections removed** ({{removed_sections.length}}):
{{#each section in removed_sections}}
- {{section.name}}
{{/each}}
{{/if}}
{{else}}
✅ **No changes detected**
This sketch appears identical to the existing specification. Are you sure you wanted to upload a new version?
{{/if}}
Display:
- Unchanged sections (✅)
- Modified sections (✏️)
- New sections added (➕)
- TBD sections now complete (✨)
- Sections removed (⚠️)
</output> </output>
--- ---
@ -120,16 +83,10 @@ This sketch appears identical to the existing specification. Are you sure you wa
<ask>**How would you like to proceed?** <ask>**How would you like to proceed?**
{{#if modified_sections.length > 0 or new_sections.length > 0 or completed_sections.length > 0}}
[A] Update all changed/new/completed sections [A] Update all changed/new/completed sections
[B] Pick specific sections to update [B] Pick specific sections to update
[C] Show me detailed comparison first [C] Show me detailed comparison first
[D] Actually, this is the same - cancel [D] Actually, this is the same - cancel
{{else if removed_sections.length > 0}}
[A] Remove deleted sections from spec
[B] Keep them marked as "removed from design"
[C] Cancel - I'll fix the sketch
{{/if}}
Choice:</ask> Choice:</ask>
@ -145,24 +102,7 @@ Choice:</ask>
<output>**Updating all changed sections:** <output>**Updating all changed sections:**
I'll process: I'll process all modified, new, and completed sections while preserving unchanged sections.
{{#if modified_sections.length > 0}}
- {{modified_sections.length}} modified sections
{{/if}}
{{#if new_sections.length > 0}}
- {{new_sections.length}} new sections
{{/if}}
{{#if completed_sections.length > 0}}
- {{completed_sections.length}} completed sections
{{/if}}
{{#if removed_sections.length > 0}}
- {{removed_sections.length}} removed sections
{{/if}}
**Preserving:**
{{#each section in unchanged_sections}}
- {{section.name}}
{{/each}}
Ready to analyze sections?</output> Ready to analyze sections?</output>
@ -184,9 +124,7 @@ End
<ask>**Which sections should I update?** <ask>**Which sections should I update?**
{{#each section in (modified_sections + new_sections + completed_sections)}} [List numbered sections with change type]
[{{@index + 1}}] {{section.name}} - {{section.change_type}}
{{/each}}
Enter numbers separated by commas (e.g., 1,3,5):</ask> Enter numbers separated by commas (e.g., 1,3,5):</ask>
@ -208,27 +146,13 @@ End
<output>**Detailed Section-by-Section Comparison:** <output>**Detailed Section-by-Section Comparison:**
{{#each section in modified_sections}} **See:** [substeps/page-process-templates.md](substeps/page-process-templates.md) for comparison template
--- Display for each modified section:
- Current specification summary
### {{section.name}} - New sketch interpretation
- Detected changes
**Current specification:** - Confidence level
{{section.current_spec_summary}}
**New sketch shows:**
{{section.new_sketch_summary}}
**Detected changes:**
{{#each change in section.changes}}
- {{change.description}}
{{/each}}
**Confidence:** {{section.confidence}}%
---
{{/each}}
After reviewing, what would you like to do? After reviewing, what would you like to do?
@ -247,28 +171,14 @@ After reviewing, what would you like to do?
<output>✅ **Page specification updated!** <output>✅ **Page specification updated!**
**Summary:** **Summary:**
{{#if updated_count > 0}} - [X] sections updated
- {{updated_count}} sections updated - [X] sections added
{{/if}} - [X] sections preserved (unchanged)
{{#if added_count > 0}} - [X] sections removed
- {{added_count}} sections added
{{/if}}
{{#if preserved_count > 0}}
- {{preserved_count}} sections preserved (unchanged)
{{/if}}
{{#if removed_count > 0}}
- {{removed_count}} sections removed
{{/if}}
**Updated file:** `{{page_spec_path}}` **Updated file:** `{{page_spec_path}}`
**Sketch saved to:** `{{sketch_path}}` **Sketch saved to:** `{{sketch_path}}`
**Next steps:**
- Review the updated specification
- Generate updated prototype (if needed)
- Continue to next page or scenario
Would you like to: Would you like to:
[A] Generate HTML prototype [A] Generate HTML prototype
[B] Add another page [B] Add another page
@ -303,11 +213,6 @@ Based on user choice:
- Preserves existing work - Preserves existing work
- No data loss - No data loss
### ✅ **Change Confidence**
- Shows confidence level per change
- Lets user verify before processing
- Reduces errors
### ✅ **Flexible Control** ### ✅ **Flexible Control**
- Update all or select specific - Update all or select specific
- See detailed comparison - See detailed comparison
@ -315,7 +220,7 @@ Based on user choice:
--- ---
## INTEGRATION WITH EXISTING SYSTEM ## INTEGRATION
This workshop uses: This workshop uses:
- **4b-sketch-analysis.md** - For actual section analysis - **4b-sketch-analysis.md** - For actual section analysis
@ -323,11 +228,8 @@ This workshop uses:
- **page-specification.template.md** - For document structure - **page-specification.template.md** - For document structure
- **object-types/*.md** - For component specifications - **object-types/*.md** - For component specifications
**It's a smart router that preserves your existing workflows!**
--- ---
**Created:** December 28, 2025 **Created:** December 28, 2025
**For:** Iterative page specification workflow **For:** Iterative page specification workflow
**Status:** Ready to test with WDS Presentation page **Status:** Ready to test with WDS Presentation page

371
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@ -24,370 +24,35 @@ Initiate a structured handoff conversation with the BMad Architect to transfer d
**Duration:** 20-30 minutes **Duration:** 20-30 minutes
**Participants:** **Participants:**
- WDS UX Expert (you) - WDS UX Expert (you)
- BMad Architect - BMad Architect
--- ---
## Handoff Dialog Structure ## Handoff Dialog Structure (10 Phases)
### Phase 1: Introduction (2 min) **See:** [substeps/handoff-dialog-scripts.md](substeps/handoff-dialog-scripts.md) for detailed conversation scripts
**You say:** | Phase | Duration | Focus |
|-------|----------|-------|
``` | 1. Introduction | 2 min | Greet, state delivery ID, overview |
"Hey Architect! I've completed the design for [Flow Name]. | 2. User Value | 3 min | Problem, solution, success criteria |
I'd like to walk you through Design Delivery DD-XXX. | 3. Scenario Walkthrough | 8 min | User flow, screens, specifications |
| 4. Technical Requirements | 4 min | Platform, integrations, data models |
This delivery includes: | 5. Design System Components | 3 min | Components used, design tokens |
- [Number] scenarios | 6. Acceptance Criteria | 3 min | Functional, non-functional, edge cases |
- [Number] components | 7. Testing Approach | 2 min | Test scenarios, validation process |
- Complete test scenarios | 8. Complexity Estimate | 2 min | Size, effort, risk, dependencies |
| 9. Special Considerations | 2 min | Important notes, potential gotchas |
Ready for the walkthrough?" | 10. Confirmation | 1 min | Confirm understanding, next steps |
```
**Architect responds:**
```
"Absolutely! Let's go through it."
```
---
### Phase 2: User Value (3 min)
**Explain the user value:**
```
"First, let me explain what problem we're solving:
Problem:
[Describe the user problem]
Solution:
[Describe how this flow solves it]
Success Criteria:
- [Metric 1]
- [Metric 2]
- [Metric 3]
This is critical because [business value]."
```
**Questions to answer:**
- Why does this flow matter?
- What business value does it deliver?
- How will we measure success?
---
### Phase 3: Scenario Walkthrough (8 min)
**Walk through each scenario:**
```
"Let me walk you through the user flow:
Scenario 1: [Name]
- User starts at: [Entry point]
- User action: [What they do]
- System response: [What happens]
- User sees: [What's displayed]
- Design reference: C-Scenarios/XX-name/
[Repeat for each scenario]
The complete flow is:
[Entry point] → [Step 1] → [Step 2] → [Exit point]"
```
**Show:**
- Excalidraw sketches (if available)
- Scenario specifications
- User flow diagrams
**Architect may ask:**
- "What happens if [edge case]?"
- "How does this integrate with [existing feature]?"
- "What's the data flow here?"
**Answer clearly and reference specifications!**
---
### Phase 4: Technical Requirements (4 min)
**Review technical requirements:**
```
"Technical requirements:
Platform:
- Frontend: [Framework + version]
- Backend: [Framework + version]
- Database: [Database + version]
Integrations:
- [Integration 1]: [Purpose]
- [Integration 2]: [Purpose]
Data Models:
- [Model 1]: [Fields]
- [Model 2]: [Fields]
Performance:
- [Requirement 1]
- [Requirement 2]
Security:
- [Requirement 1]
- [Requirement 2]"
```
**Architect may ask:**
- "Why this tech stack?"
- "Are there any constraints?"
- "What about [technical concern]?"
**Answer:** Reference `platform-requirements.yaml` if needed!
---
### Phase 5: Design System Components (3 min)
**Review components:**
```
"Design system components used:
Button:
- Primary variant: [Usage]
- Secondary variant: [Usage]
- Specs: D-Design-System/.../Buttons/
Input:
- Text variant: [Usage]
- Email variant: [Usage]
- Password variant: [Usage]
- Specs: D-Design-System/.../Inputs/
[List all components]
All components follow our design tokens:
- Colors: tokens/colors.json
- Typography: tokens/typography.json
- Spacing: tokens/spacing.json"
```
**Architect may ask:**
- "Do these components already exist?"
- "Any new components needed?"
- "What about [specific state]?"
**Answer:** Reference component specifications!
---
### Phase 6: Acceptance Criteria (3 min)
**Review acceptance criteria:**
```
"Acceptance criteria:
Functional:
- [Criterion 1]
- [Criterion 2]
- [Criterion 3]
Non-Functional:
- [Criterion 1]
- [Criterion 2]
Edge Cases:
- [Case 1]
- [Case 2]
All criteria are testable and defined in TS-XXX.yaml"
```
---
### Phase 7: Testing Approach (2 min)
**Explain testing:**
```
"Testing approach:
I've created test scenario TS-XXX which includes:
- Happy path tests ([number] tests)
- Error state tests ([number] tests)
- Edge case tests ([number] tests)
- Design system validation
- Accessibility tests
When you're done implementing, I'll:
1. Run these test scenarios
2. Create issues if problems found
3. Iterate with you until approved
4. Sign off when quality meets standards"
```
---
### Phase 8: Complexity Estimate (2 min)
**Discuss complexity:**
```
"My complexity estimate:
Size: [Small/Medium/Large]
Effort: [Time estimate]
Risk: [Low/Medium/High]
Dependencies:
- [Dependency 1]
- [Dependency 2]
Assumptions:
- [Assumption 1]
- [Assumption 2]
Does this align with your technical assessment?"
```
**Architect responds with their estimate:**
```
"I'll break this into [number] epics:
- Epic 1: [Name] ([time])
- Epic 2: [Name] ([time])
- Epic 3: [Name] ([time])
Total: [time estimate]"
```
**Discuss any discrepancies!**
---
### Phase 9: Special Considerations (2 min)
**Highlight anything special:**
```
"Special considerations:
- [Important note 1]
- [Important note 2]
- [Potential gotcha]
- [Critical requirement]
Questions or concerns?"
```
**Architect may raise:**
- Technical challenges
- Integration concerns
- Timeline issues
- Resource needs
**Discuss and resolve!**
---
### Phase 10: Confirmation & Next Steps (1 min)
**Confirm handoff:**
```
You: "So to confirm:
- You have DD-XXX.yaml (Design Delivery)
- You have TS-XXX.yaml (Test Scenario)
- You have all scenario specs in C-Scenarios/
- You have all component specs in D-Design-System/
- You'll break this into [number] epics
- Estimated [time] to implement
- You'll notify me when ready for validation
Anything else you need?"
Architect: "All set! I'll start architecture design and
break this down into epics. I'll notify you
when implementation is complete and ready
for your validation."
You: "Perfect! I'll start designing the next flow while
you build this one. Thanks!"
```
--- ---
## Document the Handoff ## Document the Handoff
**Create handoff log:** `deliveries/DD-XXX-handoff-log.md` After the dialog, create handoff log using template in substeps file.
```markdown **File:** `deliveries/DD-XXX-handoff-log.md`
# Handoff Log: DD-XXX
**Date:** 2024-12-09
**Duration:** 25 minutes
**Participants:**
- WDS UX Expert: [Your name]
- BMad Architect: Winston
## Key Points Discussed
- User value and success criteria
- Complete scenario walkthrough
- Technical requirements confirmed
- Design system components reviewed
- Acceptance criteria agreed
- Testing approach explained
- Complexity estimate aligned
## Epic Breakdown Agreed
1. Epic 1: Authentication & Session Management (1 week)
2. Epic 2: Onboarding UI & Flow (1 week)
3. Epic 3: Family Setup & Data Models (0.5 week)
4. Epic 4: Error Handling & Edge Cases (0.5 week)
**Total:** 3 weeks
## Questions & Answers
Q: "How do we handle session persistence?"
A: "Use Supabase Auth SDK, 30-day expiration"
Q: "What if user closes app mid-onboarding?"
A: "Save progress, resume at last incomplete step"
## Action Items
- [ ] Architect: Create architecture document
- [ ] Architect: Break down into dev stories
- [ ] Architect: Notify designer when ready for validation
- [ ] Designer: Start designing next flow (DD-002)
## Status
**Handoff:** Complete ✅
**Delivery Status:** in_development
**Next Touch Point:** Designer validation (Phase 7)
```
--- ---

224
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@ -21,32 +21,27 @@ Officially hand off the Design Delivery to BMad and confirm they have everything
### Verify BMad Has All Artifacts ### Verify BMad Has All Artifacts
**Design Delivery:** **Design Delivery:**
- [ ] File exists: `deliveries/DD-XXX-name.yaml` - [ ] File exists: `deliveries/DD-XXX-name.yaml`
- [ ] Status: "in_development" - [ ] Status: "in_development"
- [ ] Handed off timestamp recorded - [ ] Handed off timestamp recorded
- [ ] Assigned to BMad Architect - [ ] Assigned to BMad Architect
**Test Scenario:** **Test Scenario:**
- [ ] File exists: `test-scenarios/TS-XXX-name.yaml` - [ ] File exists: `test-scenarios/TS-XXX-name.yaml`
- [ ] All tests defined - [ ] All tests defined
- [ ] Sign-off criteria clear - [ ] Sign-off criteria clear
**Scenario Specifications:** **Scenario Specifications:**
- [ ] All scenarios in `C-Scenarios/` are complete - [ ] All scenarios in `C-Scenarios/` are complete
- [ ] All specifications are up-to-date - [ ] All specifications are up-to-date
- [ ] All design references are valid - [ ] All design references are valid
**Design System:** **Design System:**
- [ ] All components in `D-Design-System/` are defined - [ ] All components in `D-Design-System/` are defined
- [ ] Design tokens are documented - [ ] Design tokens are documented
- [ ] Component specifications are complete - [ ] Component specifications are complete
**Handoff Log:** **Handoff Log:**
- [ ] File exists: `deliveries/DD-XXX-handoff-log.md` - [ ] File exists: `deliveries/DD-XXX-handoff-log.md`
- [ ] All key points documented - [ ] All key points documented
- [ ] Epic breakdown recorded - [ ] Epic breakdown recorded
@ -56,109 +51,15 @@ Officially hand off the Design Delivery to BMad and confirm they have everything
## Notify BMad ## Notify BMad
**Send official handoff notification:** **Send official handoff notification using template:**
``` **See:** [substeps/delivery-templates.md](substeps/delivery-templates.md) for notification template
WDS UX Expert → BMad Architect
Subject: Design Delivery DD-XXX Ready for Implementation
Hi Architect!
Design Delivery DD-XXX ([Flow Name]) is officially handed off
and ready for implementation.
📦 Artifacts:
- Design Delivery: deliveries/DD-XXX-name.yaml
- Test Scenario: test-scenarios/TS-XXX-name.yaml
- Scenarios: C-Scenarios/ ([number] scenarios)
- Components: D-Design-System/ ([number] components)
- Handoff Log: deliveries/DD-XXX-handoff-log.md
✅ What we agreed:
- Epic breakdown: [number] epics
- Estimated effort: [time]
- Implementation approach: [summary]
📋 Next steps:
1. You: Create architecture document
2. You: Break down into dev stories
3. You: Implement features
4. You: Notify me when ready for validation (Touch Point 3)
🔗 Touch Point 3:
When implementation is complete, notify me and I'll run the
test scenarios to validate. We'll iterate until approved.
Questions? I'm available!
Thanks,
[Your name]
WDS UX Expert
```
---
## BMad Acknowledges
**BMad Architect responds:**
```
BMad Architect → WDS UX Expert
Subject: Re: Design Delivery DD-XXX Ready for Implementation
Received! Starting work on DD-XXX.
📋 My plan:
1. Create architecture document (this week)
2. Break down into [number] dev stories
3. Implement over [time period]
4. Notify you when ready for validation
📦 Confirmed I have:
✅ Design Delivery (DD-XXX.yaml)
✅ Test Scenario (TS-XXX.yaml)
✅ All scenario specs
✅ All component specs
✅ Handoff log
I'll keep you updated on progress. Thanks for the thorough
handoff!
Winston
BMad Architect
```
--- ---
## Update Project Status ## Update Project Status
**Update project tracking (if you have one):** **Update project tracking using status tracker template in substeps.**
```markdown
# Project Status
## In Progress
### DD-XXX: [Flow Name]
- Status: In Development
- Assigned: BMad Architect
- Started: 2024-12-09
- Estimated completion: 2024-12-30
- Epics: [number]
- Designer: Available for questions
## Next Up
### DD-XXX+1: [Next Flow Name]
- Status: In Design
- Phase: 4-5 (UX Design & Design System)
- Designer: Working on scenarios
- Estimated handoff: 2024-12-16
```
--- ---
@ -166,87 +67,29 @@ BMad Architect
**Track progress:** **Track progress:**
**Weekly check-ins:** - Schedule weekly check-ins with BMad Architect
- Set up communication channel (#dd-xxx-implementation)
- Configure milestone notifications
- Schedule brief sync with BMad Architect **Designer availability:**
- Review progress - Quick questions: < 2 hours response
- Answer questions - Design clarifications: Schedule 15-min call
- Unblock issues - Blockers: Immediate response
**Communication channel:**
- Slack/Teams channel: #dd-xxx-implementation
- Quick questions welcome
- Async updates appreciated
**Milestone notifications:**
- Epic 1 complete → Notify designer
- Epic 2 complete → Notify designer
- All epics complete → Ready for validation (Touch Point 3)
---
## Designer Availability
**Make yourself available:**
```
"I'm available for questions while you implement:
Quick questions:
- Slack/Teams: @designer
- Response time: < 2 hours
Design clarifications:
- Schedule 15-min call
- Review specifications together
- Update specs if needed
Blockers:
- Immediate response
- Unblock ASAP
- Adjust design if necessary
I want this to succeed!"
```
--- ---
## What Happens Next ## What Happens Next
### BMad's Work (Phases 3-4) ### BMad's Work
**Phase 3: Architecture**
- Create architecture document - Create architecture document
- Define technical approach
- Identify dependencies
- Plan implementation
**Phase 4: Implementation**
- Break down into dev stories - Break down into dev stories
- Implement features - Implement features
- Write tests - Notify you when ready for validation
- Build the flow
**Timeline:** [Agreed time estimate]
---
### Your Work (Phase 6.6) ### Your Work (Phase 6.6)
**While BMad builds this flow, you design the next one!** **While BMad builds this flow, you design the next one!**
**Return to Phase 4-5:** Return to Phase 4-5 for parallel work.
- Design next complete testable flow
- Create specifications
- Define components
- Prepare for next handoff
**Parallel work = faster delivery!**
--- ---
@ -283,45 +126,4 @@ After confirming handoff:
--- ---
## Communication Tips
### DO ✅
**Be available:**
- Answer questions promptly
- Unblock issues quickly
- Provide clarifications
**Be collaborative:**
- "How can I help?"
- "Let's figure this out together"
- "I'm here if you need me"
**Be flexible:**
- Adjust design if technical constraints arise
- Find creative solutions
- Focus on user value, not ego
### DON'T ❌
**Don't disappear:**
- "I handed it off, not my problem anymore" ❌
- Stay engaged throughout implementation
**Don't be rigid:**
- "It must be exactly like this" ❌
- Be open to technical suggestions
**Don't ignore questions:**
- Respond within 24 hours
- If you don't know, say so and find out
---
**Remember:** Handoff is not the end - it's the beginning of collaboration! Stay engaged! **Remember:** Handoff is not the end - it's the beginning of collaboration! Stay engaged!

334
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@ -8,21 +8,9 @@ While BMad builds the current flow, start designing the next complete testable f
## Parallel Work Strategy ## Parallel Work Strategy
**The key to fast delivery:** **See:** [substeps/delivery-templates.md](substeps/delivery-templates.md) for parallel work schedule and iteration cadence
``` **The key to fast delivery:** You're never waiting! Always working!
Week 1: Design Flow 1
Week 2: Handoff Flow 1 → BMad builds Flow 1
Design Flow 2
Week 3: Handoff Flow 2 → BMad builds Flow 2
Test Flow 1 (Phase 7)
Design Flow 3
Week 4: Handoff Flow 3 → BMad builds Flow 3
Test Flow 2 (Phase 7)
Design Flow 4
```
**You're never waiting! Always working!**
--- ---
@ -30,8 +18,6 @@ Week 4: Handoff Flow 3 → BMad builds Flow 3
### Identify Next Flow ### Identify Next Flow
**What's the next most valuable flow to design?**
**Prioritization criteria:** **Prioritization criteria:**
1. **User value:** What solves the biggest user problem? 1. **User value:** What solves the biggest user problem?
@ -39,277 +25,65 @@ Week 4: Handoff Flow 3 → BMad builds Flow 3
3. **Dependencies:** What needs to be built next? 3. **Dependencies:** What needs to be built next?
4. **Risk:** What's the riskiest to validate early? 4. **Risk:** What's the riskiest to validate early?
**Example prioritization:**
```
✅ Flow 1: Login & Onboarding (DONE - in development)
→ Flow 2: Morning Dog Care (NEXT - highest user value)
Flow 3: Calendar View (Later - lower priority)
Flow 4: Family Chat (Later - nice to have)
```
---
### Phase 4: UX Design ### Phase 4: UX Design
**Design scenarios for the next flow:** Design scenarios for the next flow:
1. Identify trigger moment
1. **Identify trigger moment** 2. Design scenarios (entry, actions, responses, exit)
- What brings user to this flow? 3. Create specifications in `C-Scenarios/XX-scenario-name/`
- What are they trying to accomplish? 4. Document user flows (happy path, errors, edge cases)
2. **Design scenarios**
- Entry point
- User actions
- System responses
- Exit point
3. **Create specifications**
- `C-Scenarios/XX-scenario-name/`
- Frontend specifications
- Backend specifications
- Data specifications
4. **Document user flows**
- Happy path
- Error states
- Edge cases
**Goal:** Complete testable flow that delivers value
---
### Phase 5: Design System ### Phase 5: Design System
**Define components for this flow:** Define components for this flow:
1. Identify needed components (reuse vs new)
1. **Identify needed components** 2. Define new components in `D-Design-System/03-Atomic-Components/`
- What UI elements are needed? 3. Update design tokens if needed
- Can we reuse existing components?
- What new components are needed?
2. **Define new components**
- `D-Design-System/03-Atomic-Components/`
- Component specifications
- States and variants
- Usage guidelines
3. **Update design tokens**
- Colors
- Typography
- Spacing
- Any new tokens needed
**Goal:** All components defined and ready
--- ---
## When to Return to Phase 6 ## When to Return to Phase 6
**Return to Phase 6 when:** **Return when:**
- ✅ All scenarios for next flow are specified - ✅ All scenarios for next flow are specified
- ✅ All components for next flow are defined - ✅ All components for next flow are defined
- ✅ Flow is testable end-to-end - ✅ Flow is testable end-to-end
- ✅ Flow delivers business value - ✅ Flow delivers business and user value
- ✅ Flow delivers user value
- ✅ No blockers or dependencies - ✅ No blockers or dependencies
**Then repeat Phase 6:** **Then repeat Phase 6 cycle (6.1 → 6.6)**
- 6.1: Detect completion
- 6.2: Create Design Delivery
- 6.3: Create Test Scenario
- 6.4: Handoff Dialog
- 6.5: Hand Off to BMad
- 6.6: Continue (you are here!)
--- ---
## Managing Multiple Flows ## Managing Multiple Flows
### Track Your Work **Track your work using tracker template in substeps.**
**Create a simple tracker:** **Communication:** Keep BMad informed with weekly updates (template in substeps).
```markdown
# Design Deliveries Tracker
## DD-001: Login & Onboarding
- Status: In Development (BMad)
- Handed off: 2024-12-09
- Expected completion: 2024-12-30
- Next: Validation (Phase 7)
## DD-002: Morning Dog Care
- Status: In Design (WDS)
- Phase: 4 (UX Design)
- Progress: 3/5 scenarios complete
- Expected handoff: 2024-12-16
## DD-003: Calendar View
- Status: Not Started
- Priority: Medium
- Planned start: 2024-12-20
## DD-004: Family Chat
- Status: Not Started
- Priority: Low
- Planned start: TBD
```
---
### Communication with BMad
**Keep BMad informed:**
```
Weekly Update to BMad Architect:
"Hey Architect!
Progress update:
DD-001 (Login & Onboarding):
- You're building this
- I'm available for questions
- On track for validation 2024-12-30?
DD-002 (Morning Dog Care):
- I'm designing this now
- 3/5 scenarios complete
- Expected handoff: 2024-12-16
- 2 weeks after DD-001 handoff
DD-003 (Calendar View):
- Next in queue
- Will start after DD-002 handoff
Questions or blockers on DD-001?"
```
--- ---
## Balancing Design and Validation ## Balancing Design and Validation
**As flows complete, you'll be doing both:** As flows complete, you'll be doing both:
### Week 3 Example - **Early week:** Test completed flows (Phase 7)
- **Late week:** Design new scenarios
**Monday-Tuesday:**
- Test DD-001 (Phase 7)
- Create issues if needed
**Wednesday-Friday:**
- Design DD-003 scenarios
- Define DD-003 components
**This is the steady state!** **This is the steady state!**
--- ---
## Continuous Improvement
**Learn from each cycle:**
### After Each Handoff
**Reflect:**
- What went well?
- What was unclear?
- What questions did BMad ask?
- How can I improve next delivery?
**Update templates:**
- Add missing fields
- Clarify confusing sections
- Improve examples
**Update process:**
- Streamline handoff dialog
- Better test scenarios
- Clearer specifications
---
## Iteration Cadence
**Typical cadence:**
```
Week 1-2: Design DD-001
Week 2: Handoff DD-001
Week 2-4: BMad builds DD-001
Week 3-4: Design DD-002
Week 4: Handoff DD-002
Week 4-6: BMad builds DD-002
Week 5: Test DD-001 (Phase 7)
Week 5-6: Design DD-003
Week 6: Handoff DD-003
Week 6-8: BMad builds DD-003
Week 7: Test DD-002 (Phase 7)
Week 7-8: Design DD-004
```
**Continuous flow!**
---
## When to Pause ## When to Pause
**You might pause designing if:** **Pause designing if:**
### BMad is Blocked - BMad is blocked and needs design clarification
- Too many flows in progress (overwhelming the team)
- Validation backlog building up
``` **Priority:** Unblock BMad and clear validation backlog first!
BMad: "I'm blocked on DD-001. Need design clarification."
You: "Let me help! Pausing DD-002 design to unblock you."
```
**Priority: Unblock BMad first!**
---
### Too Many Flows in Progress
```
In Progress:
- DD-001: In development
- DD-002: In development
- DD-003: In development
- DD-004: Ready for handoff
You: "Let me pause and let BMad catch up. I'll focus on
validation instead of new design."
```
**Don't overwhelm the team!**
---
### Validation Backlog
```
Waiting for Validation:
- DD-001: Complete, needs testing
- DD-002: Complete, needs testing
- DD-003: Complete, needs testing
You: "Pause new design. Focus on validation backlog."
```
**Validation is critical!**
--- ---
@ -335,24 +109,6 @@ You: "Pause new design. Focus on validation backlog."
--- ---
## The Rhythm
**Once you find your rhythm:**
```
Design → Handoff → Build → Test → Ship
↓
Design → Handoff → Build → Test → Ship
↓
Design → Handoff → Build → Test → Ship
↓
(Repeat until product is complete)
```
**This is the WDS ↔ BMad workflow in action!**
---
## Completion ## Completion
**Phase 6 is complete when:** **Phase 6 is complete when:**
@ -367,48 +123,14 @@ Design → Handoff → Build → Test → Ship
## Next Steps ## Next Steps
**You have three paths:** **Three paths:**
### Path 1: Continue Designing (Most Common)
```
[D] Return to Phase 4-5 to design next flow
```
---
### Path 2: Validation Needed
``` ```
[D] Return to Phase 4-5 to design next flow (Most Common)
[V] Go to Phase 7 if a flow is ready for validation [V] Go to Phase 7 if a flow is ready for validation
[C] All flows designed and handed off! Wait for validations.
``` ```
--- ---
### Path 3: All Flows Complete **Keep the momentum going! Design → Handoff → Build → Test → Ship!** 🚀
```
[C] All flows designed and handed off!
Wait for validations, then ship! 🚀
```
---
## The Big Picture
**You've completed the Phase 6 cycle!**
```
Phase 6.1: Detect Completion ✅
Phase 6.2: Create Delivery ✅
Phase 6.3: Create Test Scenario ✅
Phase 6.4: Handoff Dialog ✅
Phase 6.5: Hand Off to BMad ✅
Phase 6.6: Continue ✅ (you are here!)
→ Return to Phase 4-5 and repeat!
```
---
**Keep the momentum going! Design → Handoff → Build → Test → Ship!** 🚀✨

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# Design Delivery Templates
Templates for handoff communication and tracking.
---
## Handoff Notification Template
```
WDS UX Expert → BMad Architect
Subject: Design Delivery DD-XXX Ready for Implementation
Hi Architect!
Design Delivery DD-XXX ([Flow Name]) is officially handed off
and ready for implementation.
📦 Artifacts:
- Design Delivery: deliveries/DD-XXX-name.yaml
- Test Scenario: test-scenarios/TS-XXX-name.yaml
- Scenarios: C-Scenarios/ ([number] scenarios)
- Components: D-Design-System/ ([number] components)
- Handoff Log: deliveries/DD-XXX-handoff-log.md
✅ What we agreed:
- Epic breakdown: [number] epics
- Estimated effort: [time]
- Implementation approach: [summary]
📋 Next steps:
1. You: Create architecture document
2. You: Break down into dev stories
3. You: Implement features
4. You: Notify me when ready for validation (Touch Point 3)
🔗 Touch Point 3:
When implementation is complete, notify me and I'll run the
test scenarios to validate. We'll iterate until approved.
Questions? I'm available!
Thanks,
[Your name]
WDS UX Expert
```
---
## Project Status Tracker Template
```markdown
# Project Status
## In Progress
### DD-XXX: [Flow Name]
- Status: In Development
- Assigned: BMad Architect
- Started: [Date]
- Estimated completion: [Date]
- Epics: [number]
- Designer: Available for questions
## Next Up
### DD-XXX+1: [Next Flow Name]
- Status: In Design
- Phase: 4-5 (UX Design & Design System)
- Designer: Working on scenarios
- Estimated handoff: [Date]
```
---
## Design Deliveries Tracker Template
```markdown
# Design Deliveries Tracker
## DD-001: [Flow Name]
- Status: In Development (BMad)
- Handed off: [Date]
- Expected completion: [Date]
- Next: Validation (Phase 7)
## DD-002: [Flow Name]
- Status: In Design (WDS)
- Phase: 4 (UX Design)
- Progress: X/Y scenarios complete
- Expected handoff: [Date]
## DD-003: [Flow Name]
- Status: Not Started
- Priority: [High/Medium/Low]
- Planned start: [Date]
```
---
## Weekly Update Template
```
Weekly Update to BMad Architect:
"Hey Architect!
Progress update:
DD-001 ([Flow Name]):
- You're building this
- I'm available for questions
- On track for validation [Date]?
DD-002 ([Flow Name]):
- I'm designing this now
- X/Y scenarios complete
- Expected handoff: [Date]
DD-003 ([Flow Name]):
- Next in queue
- Will start after DD-002 handoff
Questions or blockers on DD-001?"
```
---
## Parallel Work Strategy
```
Week 1: Design Flow 1
Week 2: Handoff Flow 1 → BMad builds Flow 1
Design Flow 2
Week 3: Handoff Flow 2 → BMad builds Flow 2
Test Flow 1 (Phase 7)
Design Flow 3
Week 4: Handoff Flow 3 → BMad builds Flow 3
Test Flow 2 (Phase 7)
Design Flow 4
```
**You're never waiting! Always working!**
---
## Iteration Cadence
```
Week 1-2: Design DD-001
Week 2: Handoff DD-001
Week 2-4: BMad builds DD-001
Week 3-4: Design DD-002
Week 4: Handoff DD-002
Week 4-6: BMad builds DD-002
Week 5: Test DD-001 (Phase 7)
Week 5-6: Design DD-003
Week 6: Handoff DD-003
Week 6-8: BMad builds DD-003
Week 7: Test DD-002 (Phase 7)
Week 7-8: Design DD-004
```
**Continuous flow!**
---
## Communication Tips
### DO ✅
- Answer questions promptly
- Unblock issues quickly
- Provide clarifications
- "How can I help?"
- "Let's figure this out together"
- Be flexible - adjust design if technical constraints arise
### DON'T ❌
- Don't disappear after handoff
- Don't be rigid - be open to technical suggestions
- Don't ignore questions - respond within 24 hours

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# Handoff Dialog Scripts
Detailed conversation scripts for each phase of the handoff dialog.
---
## Phase 1: Introduction (2 min)
**You say:**
```
"Hey Architect! I've completed the design for [Flow Name].
I'd like to walk you through Design Delivery DD-XXX.
This delivery includes:
- [Number] scenarios
- [Number] components
- Complete test scenarios
Ready for the walkthrough?"
```
---
## Phase 2: User Value (3 min)
**You say:**
```
"First, let me explain what problem we're solving:
Problem:
[Describe the user problem]
Solution:
[Describe how this flow solves it]
Success Criteria:
- [Metric 1]
- [Metric 2]
- [Metric 3]
This is critical because [business value]."
```
---
## Phase 3: Scenario Walkthrough (8 min)
**You say:**
```
"Let me walk you through the user flow:
Scenario 1: [Name]
- User starts at: [Entry point]
- User action: [What they do]
- System response: [What happens]
- User sees: [What's displayed]
- Design reference: C-Scenarios/XX-name/
[Repeat for each scenario]
The complete flow is:
[Entry point] → [Step 1] → [Step 2] → [Exit point]"
```
**Show:** Excalidraw sketches, Scenario specifications, User flow diagrams
---
## Phase 4: Technical Requirements (4 min)
**You say:**
```
"Technical requirements:
Platform:
- Frontend: [Framework + version]
- Backend: [Framework + version]
- Database: [Database + version]
Integrations:
- [Integration 1]: [Purpose]
- [Integration 2]: [Purpose]
Data Models:
- [Model 1]: [Fields]
- [Model 2]: [Fields]
Performance:
- [Requirement 1]
- [Requirement 2]
Security:
- [Requirement 1]
- [Requirement 2]"
```
---
## Phase 5: Design System Components (3 min)
**You say:**
```
"Design system components used:
Button:
- Primary variant: [Usage]
- Secondary variant: [Usage]
- Specs: D-Design-System/.../Buttons/
Input:
- Text variant: [Usage]
- Email variant: [Usage]
- Password variant: [Usage]
- Specs: D-Design-System/.../Inputs/
[List all components]
All components follow our design tokens:
- Colors: tokens/colors.json
- Typography: tokens/typography.json
- Spacing: tokens/spacing.json"
```
---
## Phase 6: Acceptance Criteria (3 min)
**You say:**
```
"Acceptance criteria:
Functional:
- [Criterion 1]
- [Criterion 2]
- [Criterion 3]
Non-Functional:
- [Criterion 1]
- [Criterion 2]
Edge Cases:
- [Case 1]
- [Case 2]
All criteria are testable and defined in TS-XXX.yaml"
```
---
## Phase 7: Testing Approach (2 min)
**You say:**
```
"Testing approach:
I've created test scenario TS-XXX which includes:
- Happy path tests ([number] tests)
- Error state tests ([number] tests)
- Edge case tests ([number] tests)
- Design system validation
- Accessibility tests
When you're done implementing, I'll:
1. Run these test scenarios
2. Create issues if problems found
3. Iterate with you until approved
4. Sign off when quality meets standards"
```
---
## Phase 8: Complexity Estimate (2 min)
**You say:**
```
"My complexity estimate:
Size: [Small/Medium/Large]
Effort: [Time estimate]
Risk: [Low/Medium/High]
Dependencies:
- [Dependency 1]
- [Dependency 2]
Assumptions:
- [Assumption 1]
- [Assumption 2]
Does this align with your technical assessment?"
```
---
## Phase 9: Special Considerations (2 min)
**You say:**
```
"Special considerations:
- [Important note 1]
- [Important note 2]
- [Potential gotcha]
- [Critical requirement]
Questions or concerns?"
```
---
## Phase 10: Confirmation & Next Steps (1 min)
**You say:**
```
"So to confirm:
- You have DD-XXX.yaml (Design Delivery)
- You have TS-XXX.yaml (Test Scenario)
- You have all scenario specs in C-Scenarios/
- You have all component specs in D-Design-System/
- You'll break this into [number] epics
- Estimated [time] to implement
- You'll notify me when ready for validation
Anything else you need?"
```
---
## Handoff Log Template
File: `deliveries/DD-XXX-handoff-log.md`
```markdown
# Handoff Log: DD-XXX
**Date:** [Date]
**Duration:** [Duration] minutes
**Participants:**
- WDS UX Expert: [Your name]
- BMad Architect: [Architect name]
## Key Points Discussed
- User value and success criteria
- Complete scenario walkthrough
- Technical requirements confirmed
- Design system components reviewed
- Acceptance criteria agreed
- Testing approach explained
- Complexity estimate aligned
## Epic Breakdown Agreed
1. Epic 1: [Name] ([time])
2. Epic 2: [Name] ([time])
**Total:** [time estimate]
## Questions & Answers
Q: "[Question]"
A: "[Answer]"
## Action Items
- [ ] Architect: Create architecture document
- [ ] Architect: Break down into dev stories
- [ ] Architect: Notify designer when ready for validation
- [ ] Designer: Start designing next flow
## Status
**Handoff:** Complete ✅
**Delivery Status:** in_development
**Next Touch Point:** Designer validation (Phase 7)
```

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@ -27,622 +27,96 @@ Execute all test scenarios defined in the test scenario file and document result
4. **Design System Validation** 4. **Design System Validation**
5. **Accessibility Tests** 5. **Accessibility Tests**
**Why this order?** **Why this order?** Happy path must work first. Errors and edge cases build on happy path. Design system and accessibility are final polish.
- Happy path must work first ---
- Errors and edge cases build on happy path
- Design system and accessibility are final polish ## Test Result Templates
**See:** [substeps/test-result-templates.md](substeps/test-result-templates.md) for all documentation templates
--- ---
## 1. Happy Path Tests ## 1. Happy Path Tests
### For Each Happy Path Test **For each test in TS-XXX.yaml `happy_path` section:**
**Load test from TS-XXX.yaml:** 1. Start screen recording
2. Perform action exactly as written
```yaml 3. Observe result, compare to expected
happy_path: 4. Compare to design reference
- id: 'HP-001' 5. Mark PASS or FAIL
name: 'New User Complete Onboarding' 6. Take screenshot if FAIL (naming: `HP-XXX-step-X-FAIL.png`)
steps: 7. Document using template
- action: 'Open app'
expected: 'Welcome screen appears'
design_ref: 'C-Scenarios/01-welcome/Frontend/specifications.md'
```
---
### Execute Test Steps
**For each step:**
1. **Start screen recording** (for full flow)
2. **Perform the action**
- Follow exactly as written
- Use prepared test data
- Note any deviations
3. **Observe the result**
- What actually happened?
- Does it match expected result?
- Any delays or glitches?
4. **Compare to design reference**
- Open design specification
- Check every detail
- Note any differences
5. **Mark as Pass or Fail**
```
✓ PASS: Matches expected result
✗ FAIL: Doesn't match expected result
```
6. **Take screenshot if FAIL**
- Capture the issue
- Annotate if needed
- Save with clear name: `HP-001-step-3-FAIL.png`
7. **Document in notes**
```markdown
## HP-001: New User Complete Onboarding
### Step 1: Open app
- Action: Opened app
- Expected: Welcome screen appears
- Actual: Welcome screen appears ✓
- Result: PASS
### Step 2: Tap "Get Started"
- Action: Tapped "Get Started" button
- Expected: Login/Signup choice appears
- Actual: Login/Signup choice appears ✓
- Result: PASS
### Step 3: Tap "Create Account"
- Action: Tapped "Create Account"
- Expected: Signup form with smooth 300ms transition
- Actual: Signup form appears instantly (no transition)
- Result: FAIL ✗
- Issue: Transition too fast, feels jarring
- Screenshot: HP-001-step-3-FAIL.png
```
---
### Record Results
**Create results summary:**
```markdown
# Happy Path Test Results
## HP-001: New User Complete Onboarding
- Status: FAIL
- Steps: 9 total
- Passed: 8/9 (89%)
- Failed: 1/9 (11%)
- Issues: 1 (transition animation missing)
- Duration: 2 minutes 15 seconds
- Recording: happy-path-HP-001.mov
## HP-002: Returning User Login
- Status: PASS
- Steps: 5 total
- Passed: 5/5 (100%)
- Failed: 0/5 (0%)
- Issues: 0
- Duration: 45 seconds
- Recording: happy-path-HP-002.mov
## Summary
- Total Tests: 2
- Passed: 1/2 (50%)
- Failed: 1/2 (50%)
- Total Issues: 1
```
--- ---
## 2. Error State Tests ## 2. Error State Tests
### For Each Error State Test **For each test in TS-XXX.yaml `error_states` section:**
**Load test from TS-XXX.yaml:** 1. Set up error condition using test data
2. Trigger the error
```yaml 3. Verify error handling (message, styling, recovery)
error_states: 4. Check against design spec
- id: 'ES-001' 5. Document results using template
name: 'Email Already Exists'
steps:
- action: 'Enter existing email'
- action: "Tap 'Create Account'"
- expected: "Error message: 'This email is already registered...'"
```
---
### Execute Error Tests
**For each error test:**
1. **Set up error condition**
- Use prepared test data
- Example: Use `existing@example.com`
2. **Trigger the error**
- Perform action that causes error
- Example: Try to create account with existing email
3. **Verify error handling**
- Is error message shown?
- Is error message clear and helpful?
- Is error styling correct?
- Can user recover?
4. **Check against design spec**
- Open error state specification
- Verify exact error message
- Verify error styling
- Verify recovery options
5. **Document results**
```markdown
## ES-001: Email Already Exists
- Setup: Used test2@example.com (existing account)
- Action: Entered email, tapped "Create Account"
- Expected: Error: "This email is already registered. Try logging in instead."
- Actual: Error: "Email exists" (too brief)
- Result: FAIL ✗
- Issue: Error message not helpful enough
- Screenshot: ES-001-error-message-FAIL.png
```
---
### Record Error Test Results
```markdown
# Error State Test Results
## ES-001: Email Already Exists
- Status: FAIL
- Issue: Error message too brief
- Severity: Medium
## ES-002: Invalid Email Format
- Status: PASS
- Real-time validation works correctly
## ES-003: Weak Password
- Status: PASS
- Password strength indicator works
## ES-004: Network Timeout
- Status: FAIL
- Issue: No timeout handling, app hangs
- Severity: High
## Summary
- Total Tests: 4
- Passed: 2/4 (50%)
- Failed: 2/4 (50%)
- Total Issues: 2
```
--- ---
## 3. Edge Case Tests ## 3. Edge Case Tests
### For Each Edge Case Test **For each test in TS-XXX.yaml `edge_cases` section:**
**Load test from TS-XXX.yaml:** 1. Set up unusual scenario
2. Perform edge case action
```yaml 3. Verify graceful handling (no crash, smooth UX)
edge_cases: 4. Document results using template
- id: 'EC-001'
name: 'User Closes App Mid-Onboarding'
steps:
- action: 'Start onboarding, complete signup'
- action: 'Close app (force quit)'
- action: 'Reopen app'
- expected: 'Resume at Family Setup'
```
---
### Execute Edge Case Tests
**For each edge case:**
1. **Set up unusual scenario**
- Follow setup instructions
- Create edge condition
2. **Perform edge case action**
- Example: Force quit app
- Example: Enter 100-character name
- Example: Navigate back
3. **Verify graceful handling**
- Does app crash? ✗
- Does app handle gracefully? ✓
- Is user experience smooth?
4. **Document results**
```markdown
## EC-001: User Closes App Mid-Onboarding
- Setup: Completed signup, at Family Setup screen
- Action: Force quit app, reopened
- Expected: Resume at Family Setup (progress saved)
- Actual: Started at Welcome screen (progress lost)
- Result: FAIL ✗
- Issue: Progress not saved
- Severity: High
- Screenshot: EC-001-progress-lost-FAIL.png
```
---
### Record Edge Case Results
```markdown
# Edge Case Test Results
## EC-001: User Closes App Mid-Onboarding
- Status: FAIL
- Issue: Progress not saved
- Severity: High
## EC-002: User Navigates Back
- Status: PASS
- Confirmation dialog works correctly
## EC-003: Very Long Family Name
- Status: PASS
- Field truncates at 50 characters
## Summary
- Total Tests: 3
- Passed: 2/3 (67%)
- Failed: 1/3 (33%)
- Total Issues: 1
```
--- ---
## 4. Design System Validation ## 4. Design System Validation
### For Each Component **For each component in TS-XXX.yaml `design_system_checks` section:**
**Load design system checks from TS-XXX.yaml:** 1. Locate all component instances
2. Measure dimensions (height, width, padding)
```yaml 3. Check colors against design tokens
design_system_checks: 4. Check typography (size, weight, line height)
- id: 'DS-001' 5. Check spacing
name: 'Button Components' 6. Check all states (default, hover, active, disabled, focus)
checks: 7. Document results using template
- component: 'Primary Button'
instances: ['Get Started', 'Create Account']
verify:
- 'Height: 48px'
- 'Background: #2563EB'
- 'Text: #FFFFFF'
- 'Typography: 16px, semibold'
```
---
### Validate Component Usage
**For each component instance:**
1. **Locate component**
- Find all instances in the flow
- Example: "Get Started" button, "Create Account" button
2. **Measure dimensions**
- Use browser dev tools or design tools
- Check height, width, padding
3. **Check colors**
- Use color picker tool
- Compare to design tokens
- Check hex values exactly
4. **Check typography**
- Font size
- Font weight
- Line height
- Letter spacing
5. **Check spacing**
- Padding inside component
- Margin around component
- Spacing between elements
6. **Check states**
- Default state
- Hover state (if applicable)
- Active/pressed state
- Disabled state
- Focus state
7. **Document results**
```markdown
## DS-001: Button Components
### Primary Button: "Get Started"
- Height: 48px ✓
- Background: #3B82F6 ✗ (Expected: #2563EB)
- Text: #FFFFFF ✓
- Typography: 16px, semibold ✓
- Border radius: 8px ✓
- Padding: 12px 24px ✓
- Result: FAIL (wrong background color)
- Screenshot: DS-001-button-color-FAIL.png
### Primary Button: "Create Account"
- Height: 48px ✓
- Background: #3B82F6 ✗ (Expected: #2563EB)
- Text: #FFFFFF ✓
- Typography: 16px, semibold ✓
- Result: FAIL (same color issue)
```
---
### Record Design System Results
```markdown
# Design System Validation Results
## DS-001: Button Components
- Status: FAIL
- Issue: Primary button color incorrect (#3B82F6 vs #2563EB)
- Instances: All primary buttons affected
- Severity: High
## DS-002: Input Components
- Status: PASS
- All input fields match specifications
## DS-003: Spacing and Layout
- Status: PASS
- Screen padding: 20px ✓
- Element spacing: 16px ✓
## Summary
- Total Components: 3 types
- Compliant: 2/3 (67%)
- Non-compliant: 1/3 (33%)
- Target: >95% compliance
- Result: FAIL (below threshold)
```
--- ---
## 5. Accessibility Tests ## 5. Accessibility Tests
### Screen Reader Testing ### Screen Reader Testing
- Enable VoiceOver (iOS) or TalkBack (Android)
**Enable screen reader:** - Navigate through flow using only screen reader
- Check button labels, form field labels, error announcements
- iOS: VoiceOver (Settings → Accessibility)
- Android: TalkBack (Settings → Accessibility)
**Test navigation:**
1. **Navigate through flow using only screen reader**
- Can you complete the flow?
- Are all elements announced?
- Is navigation order logical?
2. **Check button labels**
- Are buttons descriptive?
- "Button" vs "Get Started button"
3. **Check form field labels**
- Are fields announced with purpose?
- "Text field" vs "Email address text field"
4. **Check error announcements**
- Are errors announced?
- Are they clear?
5. **Document results**
```markdown
## A11Y-001: Screen Reader Navigation
- Setup: Enabled VoiceOver on iOS
- Test: Navigated through onboarding
- Result: PARTIAL PASS
Issues:
- "Get Started" button announced as just "Button" ✗
- Email field announced correctly ✓
- Password field announced correctly ✓
- Error messages not announced ✗
Severity: Medium
```
---
### Color Contrast Testing ### Color Contrast Testing
- Use contrast checker tool
**Use contrast checker tool:** - Body text: 4.5:1 minimum (WCAG AA)
- Large text: 3:1 minimum
1. **Check text on background**
- Body text: 4.5:1 minimum (WCAG AA)
- Large text: 3:1 minimum
2. **Check button text**
- Button text on button background: 4.5:1 minimum
3. **Check error text**
- Error text on background: 4.5:1 minimum
4. **Document results**
```markdown
## A11Y-002: Color Contrast
- Body text on white: 7.2:1 ✓ (PASS)
- Button text on primary: 5.1:1 ✓ (PASS)
- Error text on white: 4.8:1 ✓ (PASS)
- Link text on white: 3.9:1 ✗ (FAIL - below 4.5:1)
Result: FAIL (link contrast too low)
```
---
### Touch Target Testing ### Touch Target Testing
- Measure all interactive elements
**Measure interactive elements:** - Minimum: 44×44px
- Minimum 8px spacing between targets
1. **Check all buttons**
- Minimum: 44×44px
- Measure actual size
2. **Check all input fields**
- Minimum height: 44px
- Measure actual height
3. **Check spacing**
- Minimum 8px between targets
- Measure actual spacing
4. **Document results**
```markdown
## A11Y-003: Touch Targets
- Primary buttons: 48×120px ✓ (PASS)
- Input fields: 48px height ✓ (PASS)
- Text links: 32px height ✗ (FAIL - below 44px)
- Spacing between buttons: 16px ✓ (PASS)
Result: FAIL (text links too small)
```
--- ---
### Record Accessibility Results ## Compile Overall Summary
```markdown After all tests complete, create overall test summary using template in substeps.
# Accessibility Test Results
## A11Y-001: Screen Reader Navigation Include:
- Overall result (PASS/FAIL)
- Status: PARTIAL PASS - Test coverage percentages
- Issues: 2 (button labels, error announcements) - Issues by severity
- Severity: Medium - Issues by category
- Next steps
## A11Y-002: Color Contrast
- Status: FAIL
- Issue: Link contrast too low (3.9:1)
- Severity: Medium
## A11Y-003: Touch Targets
- Status: FAIL
- Issue: Text links too small (32px)
- Severity: Low
## Summary
- Total Tests: 3
- Passed: 0/3 (0%)
- Partial: 1/3 (33%)
- Failed: 2/3 (67%)
- Total Issues: 4
```
---
## Overall Test Summary
**Compile all results:**
```markdown
# Test Summary: DD-XXX [Flow Name]
**Date:** 2024-12-09
**Tester:** [Your name]
**Build:** v0.1.0-beta.1
**Device:** iPhone 14 Pro (iOS 17)
## Overall Result
**Status:** FAIL (8 issues found, 3 high severity)
## Test Coverage
- Happy Path: 8/9 passed (89%)
- Error States: 2/4 passed (50%)
- Edge Cases: 2/3 passed (67%)
- Design System: 2/3 compliant (67%)
- Accessibility: 0/3 passed (0%)
## Issues Summary
**Total Issues:** 8
**By Severity:**
- Critical: 0
- High: 3
- Medium: 3
- Low: 2
**By Category:**
- Functionality: 3
- Design System: 1
- Accessibility: 4
## Next Steps
1. Create issue tickets for all 8 issues
2. Create detailed test report
3. Send to BMad for fixes
4. Schedule retest after fixes
```
--- ---

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@ -23,424 +23,66 @@ Document all problems found during testing as issue tickets that BMad can fix.
**Create issue file:** `issues/ISS-XXX-description.md` **Create issue file:** `issues/ISS-XXX-description.md`
**Numbering:** **Numbering:** Start at ISS-001, increment for each issue, use leading zeros.
- Start at ISS-001 **See:** [substeps/issue-templates.md](substeps/issue-templates.md) for complete issue template
- Increment for each issue
- Use leading zeros
---
## Issue Template
````markdown
# Issue: [Short Description]
**ID:** ISS-XXX
**Severity:** [Critical | High | Medium | Low]
**Status:** Open
**Delivery:** DD-XXX
**Test:** TS-XXX, Check: [Test ID]
**Created:** 2024-12-09
**Assigned:** BMad Developer
## Description
[Clear description of the problem]
## Expected
[What should happen according to design]
## Actual
[What actually happens]
## Impact
[Why this matters - user impact, business impact]
## Design Reference
- Design Spec: [Path to specification]
- Design Token: [Path to token if applicable]
- Component Spec: [Path to component spec if applicable]
## Steps to Reproduce
1. [Step 1]
2. [Step 2]
3. [Step 3]
## Screenshot/Video
![Issue screenshot](../testing/DD-XXX/screenshots/ISS-XXX.png)
## Recommendation
[How to fix this - be specific]
```code
[Code example if applicable]
```
````
## Related Issues
- [Link to related issues if any]
---
**Priority for fix:** [Next release | This release | Future]
````
--- ---
## Severity Levels ## Severity Levels
### Critical | Severity | Description | Fix Timeline |
**Definition:** Blocks usage, prevents core functionality |----------|-------------|--------------|
| **Critical** | App crashes, data loss, security | Immediate |
**Examples:** | **High** | Major functionality broken | This release |
- App crashes | **Medium** | Feature wrong, confusing UX | This release |
- Cannot complete core flow | **Low** | Minor polish, nice to have | Future release |
- Data loss
- Security vulnerability
**Action:** Must fix immediately before any release
--- ---
### High ## Issue Writing Best Practices
**Definition:** Major issue, significantly impacts UX
**Examples:** **Be specific:**
- Wrong button color (brand inconsistency) - ❌ "Button looks wrong"
- Missing error handling - ✅ "Primary button background #3B82F6, should be #2563EB per tokens/colors.json"
- Progress not saved
- Accessibility blocker
**Action:** Must fix before release **Be actionable:**
- ❌ "Fix the transition"
- ✅ "Add 300ms fade transition per specifications.md line 45"
**Be visual:**
- Include screenshots
- Annotate key areas
- Show expected vs actual
--- ---
### Medium ## Create Issues Summary
**Definition:** Noticeable issue, impacts UX but has workaround
**Examples:** After creating all issues:
- Error message not helpful enough
- Transition animation missing
- Screen reader labels incomplete
- Minor design system deviation
**Action:** Fix soon, can ship with workaround
---
### Low
**Definition:** Minor issue, cosmetic or edge case
**Examples:**
- Text link touch target slightly small
- Minor spacing inconsistency
- Rare edge case not handled
**Action:** Fix when possible, can ship as-is
---
## Example Issues
### Example 1: Functionality Issue
```markdown ```markdown
# Issue: Transition Animation Missing # Issues Summary: DD-XXX
**ID:** ISS-001 **Total Issues:** X
**Severity:** Medium
**Status:** Open
**Delivery:** DD-001
**Test:** TS-001, Check: HP-001-step-3
## Description | ID | Severity | Description | Status |
|----|----------|-------------|--------|
| ISS-001 | High | [Description] | Open |
| ISS-002 | Medium | [Description] | Open |
Transition from Login/Signup choice to Signup form is instant instead of smooth animated transition. **By Severity:**
- Critical: X
## Expected - High: X
- Medium: X
Smooth 300ms fade transition when tapping "Create Account" button, as specified in design. - Low: X
```
## Actual
Signup form appears instantly with no transition. Feels jarring and abrupt.
## Impact
- User experience feels less polished
- Doesn't match design specifications
- Reduces perceived quality
## Design Reference
- Design Spec: C-Scenarios/03-signup/Frontend/specifications.md#transitions
- Specification states: "300ms ease-in-out fade transition"
## Steps to Reproduce
1. Open app
2. Tap "Get Started"
3. Tap "Create Account"
4. Observe instant transition (no animation)
## Screenshot
![Instant transition](../testing/DD-001/screenshots/ISS-001-transition.png)
## Recommendation
Add transition animation to navigation:
```tsx
// React Native
<Stack.Screen
name="Signup"
component={SignupScreen}
options={{
animation: 'fade',
animationDuration: 300,
}}
/>
````
---
**Priority for fix:** This release
````
---
### Example 2: Design System Issue
```markdown
# Issue: Button Color Incorrect
**ID:** ISS-002
**Severity:** High
**Status:** Open
**Delivery:** DD-001
**Test:** TS-001, Check: DS-001
## Description
Primary button background color doesn't match design system specification. Using lighter blue instead of brand primary.
## Expected
Primary button background: #2563EB (brand primary color)
## Actual
Primary button background: #3B82F6 (lighter blue, not brand color)
## Impact
- Brand inconsistency across app
- Doesn't match design system
- All primary buttons affected
- Reduces brand recognition
## Design Reference
- Design System: D-Design-System/03-Atomic-Components/Buttons/Button-Primary.md
- Design Token: D-Design-System/02-Foundation/Colors/tokens.json
- Token path: `button.primary.background` → `#2563EB`
## Steps to Reproduce
1. Open any screen with primary button
2. Observe button color
3. Compare to design token
## Screenshot
![Button color comparison](../testing/DD-001/screenshots/ISS-002-button-color.png)
## Recommendation
Update button component to use design token:
```tsx
// Before
backgroundColor: '#3B82F6'
// After
backgroundColor: tokens.button.primary.background // #2563EB
````
Affected components:
- "Get Started" button
- "Create Account" button
- "Continue" button
- All primary buttons
---
**Priority for fix:** This release (High severity)
````
---
### Example 3: Accessibility Issue
```markdown
# Issue: Button Labels Not Descriptive for Screen Reader
**ID:** ISS-003
**Severity:** Medium
**Status:** Open
**Delivery:** DD-001
**Test:** TS-001, Check: A11Y-001
## Description
Buttons are announced as just "Button" by screen reader instead of descriptive labels.
## Expected
Buttons should have descriptive accessibility labels:
- "Get Started button"
- "Create Account button"
- "Log In button"
## Actual
VoiceOver announces all buttons as just "Button" with no context.
## Impact
- Screen reader users cannot understand button purpose
- Fails WCAG 2.1 AA accessibility standards
- Blocks visually impaired users
## Design Reference
- Accessibility requirement: All interactive elements must have descriptive labels
- WCAG 2.1: 2.4.6 Headings and Labels (Level AA)
## Steps to Reproduce
1. Enable VoiceOver (iOS) or TalkBack (Android)
2. Navigate to Welcome screen
3. Focus on "Get Started" button
4. Observe announcement: "Button" (not descriptive)
## Screenshot
![VoiceOver announcement](../testing/DD-001/screenshots/ISS-003-voiceover.png)
## Recommendation
Add accessibility labels to all buttons:
```tsx
<Button
title="Get Started"
accessibilityLabel="Get Started button"
accessibilityHint="Opens login or signup options"
/>
<Button
title="Create Account"
accessibilityLabel="Create Account button"
accessibilityHint="Opens signup form"
/>
````
Affected buttons:
- All buttons in onboarding flow
- Estimate: 8 buttons total
---
**Priority for fix:** This release (Accessibility blocker)
````
---
## Issue Tracking
**Create issues list:** `issues/issues-list.md`
```markdown
# Issues List: DD-001
**Total Issues:** 8
**Status:** Open
## Critical (0)
None
## High (3)
- [ISS-002](ISS-002-button-color.md) - Button Color Incorrect
- [ISS-004](ISS-004-progress-not-saved.md) - Progress Not Saved on App Close
- [ISS-005](ISS-005-network-timeout.md) - No Network Timeout Handling
## Medium (3)
- [ISS-001](ISS-001-transition-missing.md) - Transition Animation Missing
- [ISS-003](ISS-003-button-labels.md) - Button Labels Not Descriptive
- [ISS-006](ISS-006-error-message.md) - Error Message Too Brief
## Low (2)
- [ISS-007](ISS-007-link-touch-target.md) - Text Link Touch Target Too Small
- [ISS-008](ISS-008-link-contrast.md) - Link Color Contrast Too Low
---
## By Category
**Functionality:** 3 issues
- ISS-001, ISS-004, ISS-005
**Design System:** 1 issue
- ISS-002
**Accessibility:** 4 issues
- ISS-003, ISS-006, ISS-007, ISS-008
---
## Priority for Fix
**Must fix before release:**
- ISS-002 (High)
- ISS-003 (High)
- ISS-004 (High)
- ISS-005 (High)
**Should fix before release:**
- ISS-001 (Medium)
- ISS-006 (Medium)
**Can fix later:**
- ISS-007 (Low)
- ISS-008 (Low)
````
--- ---
## Next Step ## Next Step
After creating all issue tickets: After creating all issues:
``` ```
[C] Continue to step-7.5-create-report.md [C] Continue to step-7.5-create-report.md
@ -450,68 +92,20 @@ After creating all issue tickets:
## Success Metrics ## Success Metrics
✅ All issues documented as tickets ✅ All issues documented with correct template
✅ Each issue has clear description ✅ Severity levels assigned appropriately
✅ Each issue has expected vs actual ✅ Design references included
✅ Each issue has design reference ✅ Screenshots attached
✅ Each issue has screenshot/video ✅ Recommendations provided
✅ Each issue has recommendation ✅ Issues summary created
✅ Severity assigned correctly
✅ Issues list created
--- ---
## Failure Modes ## Failure Modes
❌ Vague issue descriptions ❌ Vague descriptions
❌ No design references ❌ Missing severity
❌ No screenshots ❌ No screenshots
❌ No recommendations ❌ No design reference
❌ Wrong severity assignment ❌ No steps to reproduce
❌ Missing steps to reproduce ❌ Not actionable
---
## Tips
### DO ✅
**Be specific:**
- Clear descriptions
- Exact values (colors, sizes)
- Precise steps to reproduce
**Be helpful:**
- Provide recommendations
- Include code examples
- Link to design references
**Be organized:**
- Consistent numbering
- Clear file names
- Issues list for tracking
### DON'T ❌
**Don't be vague:**
- "It doesn't look right" ❌
- "Button color is #3B82F6, should be #2563EB" ✅
**Don't blame:**
- Focus on the issue, not the person
- Be collaborative, not critical
**Don't skip documentation:**
- Every issue needs full documentation
- Screenshots are required
- Design references are required
---
**Remember:** Good issue tickets = fast fixes. Be thorough and helpful!

429
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View File

@ -19,350 +19,61 @@ Create a comprehensive test report summarizing all testing results.
## Create Test Report File ## Create Test Report File
**File:** `test-reports/TR-XXX-YYYY-MM-DD.md` **File:** `testing/DD-XXX/TR-XXX-[flow-name].md`
**Example:** `test-reports/TR-001-2024-12-09.md` **See:** [substeps/issue-templates.md](substeps/issue-templates.md) for complete test report template
--- ---
## Test Report Template ## Report Sections
```markdown 1. **Summary** - Overall result, total issues, blocking status
# Test Report: TS-XXX [Flow Name] 2. **Test Coverage** - Pass/fail by category
3. **Issues Found** - Table of all issues
**Date:** 2024-12-09 4. **Sign-Off Recommendation** - Ready or needs fixes
**Tester:** [Your name] (Designer) 5. **Next Steps** - What happens next
**Device:** [Device details] 6. **Attachments** - Recordings, screenshots, issue files
**Build:** v0.1.0-beta.1
**Environment:** Staging
**Duration:** [Testing duration]
--- ---
## Executive Summary ## Overall Result Determination
**Overall Result:** [PASS | FAIL | PARTIAL PASS] **PASS if:**
- All Critical issues: 0
- All High issues: Fixed or accepted risk
- Happy path: 100% pass
- Design system: > 95% compliant
**Quick Summary:** **FAIL if:**
[2-3 sentences summarizing the test results] - Any Critical issues unfixed
- Any High issues blocking
**Recommendation:** - Happy path failures
[APPROVED | NOT APPROVED | APPROVED WITH MINOR ISSUES] - Design system < 95% compliant
--- ---
## Test Coverage ## Attach Supporting Files
### Happy Path Tests Organize testing folder:
- **Total:** [number] tests
- **Passed:** [number]/[total] ([percentage]%)
- **Failed:** [number]/[total] ([percentage]%)
- **Status:** [PASS | FAIL]
### Error State Tests
- **Total:** [number] tests
- **Passed:** [number]/[total] ([percentage]%)
- **Failed:** [number]/[total] ([percentage]%)
- **Status:** [PASS | FAIL]
### Edge Case Tests
- **Total:** [number] tests
- **Passed:** [number]/[total] ([percentage]%)
- **Failed:** [number]/[total] ([percentage]%)
- **Status:** [PASS | FAIL]
### Design System Validation
- **Components Checked:** [number]
- **Compliant:** [number]/[total] ([percentage]%)
- **Non-compliant:** [number]/[total] ([percentage]%)
- **Target:** >95% compliance
- **Status:** [PASS | FAIL]
### Accessibility Tests
- **Total:** [number] tests
- **Passed:** [number]/[total] ([percentage]%)
- **Failed:** [number]/[total] ([percentage]%)
- **Status:** [PASS | FAIL]
---
## Issues Found
**Total Issues:** [number]
### By Severity
- **Critical:** [number]
- **High:** [number]
- **Medium:** [number]
- **Low:** [number]
### By Category
- **Functionality:** [number]
- **Design System:** [number]
- **Accessibility:** [number]
- **Performance:** [number]
### Issue List
#### Critical Issues (0)
None
#### High Severity Issues ([number])
**ISS-XXX: [Issue Title]**
- **Category:** [Functionality | Design System | Accessibility]
- **Impact:** [Brief impact description]
- **Status:** Open
- **Details:** [Link to issue file]
[Repeat for each high severity issue]
#### Medium Severity Issues ([number])
**ISS-XXX: [Issue Title]**
- **Category:** [Category]
- **Impact:** [Brief impact]
- **Status:** Open
- **Details:** [Link to issue file]
[Repeat for each medium severity issue]
#### Low Severity Issues ([number])
**ISS-XXX: [Issue Title]**
- **Category:** [Category]
- **Impact:** [Brief impact]
- **Status:** Open
- **Details:** [Link to issue file]
[Repeat for each low severity issue]
---
## Detailed Test Results
### Happy Path Tests
**HP-001: [Test Name]**
- **Status:** [PASS | FAIL]
- **Steps:** [number] total
- **Passed:** [number]/[total]
- **Failed:** [number]/[total]
- **Duration:** [time]
- **Issues:** [List issue IDs if any]
- **Notes:** [Any additional notes]
[Repeat for each happy path test]
### Error State Tests
**ES-001: [Test Name]**
- **Status:** [PASS | FAIL]
- **Expected Behavior:** [Description]
- **Actual Behavior:** [Description]
- **Issues:** [List issue IDs if any]
[Repeat for each error state test]
### Edge Case Tests
**EC-001: [Test Name]**
- **Status:** [PASS | FAIL]
- **Scenario:** [Description]
- **Result:** [Description]
- **Issues:** [List issue IDs if any]
[Repeat for each edge case test]
### Design System Validation
**DS-001: [Component Name]**
- **Instances Checked:** [number]
- **Compliant:** [number]/[total]
- **Issues:** [List issue IDs if any]
- **Details:** [Specific non-compliance]
[Repeat for each component type]
### Accessibility Tests
**A11Y-001: [Test Name]**
- **Status:** [PASS | FAIL]
- **Standard:** WCAG 2.1 AA
- **Result:** [Description]
- **Issues:** [List issue IDs if any]
[Repeat for each accessibility test]
---
## What Worked Well
### Strengths
- [Positive observation 1]
- [Positive observation 2]
- [Positive observation 3]
### Highlights
- [Specific thing that exceeded expectations]
- [Specific thing that worked perfectly]
---
## What Needs Improvement
### Areas of Concern
- [Issue category 1]: [Brief description]
- [Issue category 2]: [Brief description]
- [Issue category 3]: [Brief description]
### Recommendations
1. [Specific recommendation 1]
2. [Specific recommendation 2]
3. [Specific recommendation 3]
---
## Metrics
### Performance Metrics
- **Average screen load time:** [time]
- **Form submission time:** [time]
- **Animation frame rate:** [fps]
### User Experience Metrics
- **Flow completion time:** [time]
- **Number of taps:** [number]
- **Error rate:** [percentage]%
### Quality Metrics
- **Test pass rate:** [percentage]%
- **Design system compliance:** [percentage]%
- **Accessibility compliance:** [percentage]%
---
## Sign-Off Criteria
### Required for Approval
- [ ] All critical tests pass
- [ ] No critical or high severity issues
- [ ] Design system compliance > 95%
- [ ] All accessibility tests pass
- [ ] All acceptance criteria met
### Current Status
- **Critical tests:** [PASS | FAIL]
- **Critical/High issues:** [number] found
- **Design system compliance:** [percentage]%
- **Accessibility tests:** [PASS | FAIL]
- **Acceptance criteria:** [number]/[total] met
---
## Recommendation
**Status:** [APPROVED | NOT APPROVED | APPROVED WITH MINOR ISSUES]
**Reason:**
[Detailed explanation of recommendation]
**Next Steps:**
1. [Step 1]
2. [Step 2]
3. [Step 3]
---
## Retest Required
**Retest:** [YES | NO]
**If YES:**
- **Issues to fix:** [List critical/high issues]
- **Expected fix time:** [Estimate]
- **Retest date:** [Date]
**If NO:**
- **Approval:** Ready to ship ✅
- **Sign-off:** [Your name], [Date]
---
## Attachments
### Screenshots
- [Link to screenshots folder]
- Total screenshots: [number]
### Screen Recordings
- [Link to recordings folder]
- Total recordings: [number]
### Test Data
- [Link to test data used]
### Issue Tickets
- [Link to issues folder]
- Total issues: [number]
---
## Notes
[Any additional notes, observations, or context]
---
**Report prepared by:** [Your name]
**Role:** WDS Designer
**Date:** 2024-12-09
**Signature:** **\*\***\_\_\_\_**\*\***
``` ```
testing/DD-XXX/
--- ├── TR-XXX-flow-name.md (this report)
├── screenshots/
## Example Test Report │ ├── ISS-001.png
│ ├── ISS-002.png
See `testing-guide.md` for complete example. ├── recordings/
│ ├── happy-path-HP-001.mov
│ ├── happy-path-HP-002.mov
└── test-data/
└── test-accounts.md
```
--- ---
## Next Step ## Next Step
After creating the test report: After creating test report:
``` ```
[C] Continue to step-7.6-send-to-bmad.md [C] Continue to step-7.6-send-to-bmad.md
@ -372,70 +83,18 @@ After creating the test report:
## Success Metrics ## Success Metrics
✅ Test report created ✅ Test report created with all sections
✅ All sections filled out ✅ Test coverage complete
✅ Executive summary clear ✅ Issues list accurate
✅ All test results documented ✅ Clear recommendation
✅ All issues listed ✅ All attachments organized
✅ Metrics calculated
✅ Recommendation provided
✅ Sign-off criteria evaluated
--- ---
## Failure Modes ## Failure Modes
❌ Incomplete test report ❌ Missing test categories
❌ Missing test results ❌ Incorrect issue counts
❌ No recommendation ❌ Unclear recommendation
❌ Vague summary ❌ Missing attachments
❌ Missing metrics ❌ Incomplete coverage data
❌ No sign-off criteria evaluation
---
## Tips
### DO ✅
**Be comprehensive:**
- Include all test results
- Document everything
- Provide context
**Be clear:**
- Executive summary first
- Clear recommendation
- Specific next steps
**Be professional:**
- Objective tone
- Data-driven
- Constructive feedback
### DON'T ❌
**Don't be vague:**
- Provide specific numbers
- Reference exact issues
- Give clear recommendations
**Don't sugarcoat:**
- Be honest about issues
- Don't hide problems
- Be direct but professional
**Don't skip sections:**
- Complete all sections
- Even if "no issues"
- Document everything
---
**Remember:** This report is the official record of testing. Be thorough and professional!

356
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View File

@ -19,342 +19,81 @@ Send test results, issues, and test report to BMad for fixes.
## Prepare Notification ## Prepare Notification
### Gather All Artifacts **Message to BMad Developer:**
**Checklist:**
- [ ] Test report: `test-reports/TR-XXX-YYYY-MM-DD.md`
- [ ] Issues list: `issues/issues-list.md`
- [ ] Individual issue files: `issues/ISS-XXX-*.md`
- [ ] Screenshots folder: `testing/DD-XXX/screenshots/`
- [ ] Screen recordings folder: `testing/DD-XXX/screen-recordings/`
---
## Send Notification to BMad
### If Issues Found (NOT APPROVED)
``` ```
WDS Designer → BMad Developer WDS UX Expert → BMad Developer
Subject: Testing Complete for DD-XXX - Issues Found Subject: Test Results for DD-XXX - [X] Issues Found
Hi Developer! Hi Developer!
Testing complete for DD-XXX ([Flow Name]). I've completed testing for DD-XXX ([Flow Name]).
📊 **Test Results:** 📊 **Test Summary:**
- Overall Result: FAIL - Overall Result: [PASS/FAIL]
- Issues Found: [number] ([critical], [high], [medium], [low]) - Total Issues: [X]
- Test Pass Rate: [percentage]% - High Severity: [X]
- Design System Compliance: [percentage]% - Blocking: [Yes/No]
❌ **Status:** NOT APPROVED 📋 **Artifacts:**
- Test Report: testing/DD-XXX/TR-XXX-flow-name.md
🐛 **Issues Found:** - Issues: issues/ISS-001 through ISS-XXX
**High Severity ([number]):**
- ISS-XXX: [Issue title]
- ISS-XXX: [Issue title]
- ISS-XXX: [Issue title]
**Medium Severity ([number]):**
- ISS-XXX: [Issue title]
- ISS-XXX: [Issue title]
**Low Severity ([number]):**
- ISS-XXX: [Issue title]
📁 **Artifacts:**
- Test Report: test-reports/TR-XXX-2024-12-09.md
- Issues List: issues/issues-list.md
- Issue Files: issues/ISS-XXX-*.md
- Screenshots: testing/DD-XXX/screenshots/ - Screenshots: testing/DD-XXX/screenshots/
- Recordings: testing/DD-XXX/screen-recordings/ - Recordings: testing/DD-XXX/recordings/
🔧 **Priority Fixes:** 🎯 **Priority Issues:**
Must fix before release: 1. ISS-XXX: [High] [Description]
1. ISS-XXX: [Issue title] (High) 2. ISS-XXX: [High] [Description]
2. ISS-XXX: [Issue title] (High)
3. ISS-XXX: [Issue title] (High)
Should fix before release: 📌 **Next Steps:**
4. ISS-XXX: [Issue title] (Medium) [If FAIL] Please fix high severity issues and notify me for retest.
5. ISS-XXX: [Issue title] (Medium) [If PASS] Ready for production deployment!
Can fix later: Questions? I'm available to clarify any issues.
6. ISS-XXX: [Issue title] (Low)
📅 **Next Steps:**
1. Review test report and all issues
2. Fix high severity issues first
3. Fix medium severity issues
4. Notify me when ready for retest
5. I'll retest and provide updated report
⏱️ **Estimated Fix Time:**
Based on issue complexity, estimate [time] to fix all high/medium issues.
❓ **Questions:**
Let me know if you have questions about any issues. I'm available to clarify!
Thanks, Thanks,
[Your name] [Your name]
WDS Designer
```
---
### If No Issues (APPROVED)
```
WDS Designer → BMad Developer
Subject: Testing Complete for DD-XXX - APPROVED ✅
Hi Developer!
Testing complete for DD-XXX ([Flow Name]).
📊 **Test Results:**
- Overall Result: PASS
- Issues Found: 0
- Test Pass Rate: 100%
- Design System Compliance: [percentage]%
✅ **Status:** APPROVED - Ready to ship!
🎉 **What Worked Well:**
- [Positive feedback 1]
- [Positive feedback 2]
- [Positive feedback 3]
📁 **Artifacts:**
- Test Report: test-reports/TR-XXX-2024-12-09.md
- Screenshots: testing/DD-XXX/screenshots/
- Recordings: testing/DD-XXX/screen-recordings/
📝 **Sign-Off:**
I confirm that the implemented feature matches the design
specifications and meets the quality standards defined in
the test scenario.
Designer: [Your name]
Date: 2024-12-09
🚀 **Next Steps:**
1. Feature is approved for production release
2. Deploy to production when ready
3. Monitor user feedback after launch
Excellent work! The implementation matches the design perfectly!
Thanks,
[Your name]
WDS Designer
```
---
### If Minor Issues (APPROVED WITH MINOR ISSUES)
```
WDS Designer → BMad Developer
Subject: Testing Complete for DD-XXX - Approved with Minor Issues
Hi Developer!
Testing complete for DD-XXX ([Flow Name]).
📊 **Test Results:**
- Overall Result: PASS (with minor issues)
- Issues Found: [number] (all low severity)
- Test Pass Rate: [percentage]%
- Design System Compliance: [percentage]%
✅ **Status:** APPROVED - Can ship with minor issues
🐛 **Minor Issues Found:**
**Low Severity ([number]):**
- ISS-XXX: [Issue title]
- ISS-XXX: [Issue title]
These are cosmetic issues that don't block release. Can be fixed in next update.
📁 **Artifacts:**
- Test Report: test-reports/TR-XXX-2024-12-09.md
- Issues: issues/ISS-XXX-*.md
- Screenshots: testing/DD-XXX/screenshots/
📝 **Sign-Off:**
I approve this feature for production release. Minor issues can be addressed in future updates.
Designer: [Your name]
Date: 2024-12-09
🚀 **Next Steps:**
1. Deploy to production (approved)
2. Create tickets for minor issues in backlog
3. Fix minor issues in next sprint
Great work overall!
Thanks,
[Your name]
WDS Designer
``` ```
--- ---
## BMad Acknowledges ## BMad Acknowledges
**BMad Developer responds:** **Expected response:**
### If Issues Found
``` ```
BMad Developer → WDS Designer BMad Developer → WDS UX Expert
Subject: Re: Testing Complete for DD-XXX - Issues Found Thanks for the thorough testing!
Received! Thank you for the thorough testing. Reviewing the issues now. Will prioritize:
1. [High severity issues]
2. [Medium severity issues]
📋 **My Plan:** Low severity issues moved to backlog.
1. Review all [number] issues
2. Fix high severity issues first ([number] issues)
3. Fix medium severity issues ([number] issues)
4. Low severity issues: backlog for next sprint
⏱️ **Estimated Fix Time:** Estimated fix time: [X days]
- High severity: [time] Will notify when ready for retest.
- Medium severity: [time]
- Total: [time]
🔔 **I'll notify you when:**
- Each high severity issue is fixed (for early validation if needed)
- All issues are fixed and ready for retest
❓ **Questions:**
- ISS-XXX: [Question about specific issue]
Thanks for the detailed feedback!
BMad Developer
``` ```
--- ---
### If Approved ## Track Status
``` **Update delivery status:**
BMad Developer → WDS Designer
Subject: Re: Testing Complete for DD-XXX - APPROVED ✅
Awesome! Thank you for the approval!
🚀 **Next Steps:**
1. Merging to main branch
2. Deploying to production
3. Monitoring for any issues
Thanks for the great collaboration!
BMad Developer
```
---
## Update Delivery Status
**Update `deliveries/DD-XXX-name.yaml`:**
### If Issues Found
```yaml ```yaml
delivery: delivery:
status: 'in_testing' # Changed from "in_development" status: 'in_testing_iteration'
tested_at: '2024-12-09T16:00:00Z' test_result: 'FAIL'
test_result: 'fail' issues_count: X
issues_found: 8 issues_high: X
test_report: 'test-reports/TR-001-2024-12-09.md' retest_pending: true
retest_required: true
``` ```
--- ---
### If Approved
```yaml
delivery:
status: 'complete' # Changed from "in_development"
tested_at: '2024-12-09T16:00:00Z'
test_result: 'pass'
issues_found: 0
test_report: 'test-reports/TR-001-2024-12-09.md'
approved_by: '[Your name]'
approved_at: '2024-12-09T16:00:00Z'
ready_for_production: true
```
---
## Communication Tips
### DO ✅
**Be clear:**
- State result upfront (PASS/FAIL)
- List issues by severity
- Provide clear next steps
**Be helpful:**
- Offer to clarify issues
- Provide recommendations
- Be available for questions
**Be professional:**
- Objective tone
- Data-driven feedback
- Constructive criticism
**Be appreciative:**
- Acknowledge good work
- Highlight what worked well
- Thank for collaboration
### DON'T ❌
**Don't be vague:**
- "Some issues found" ❌
- "8 issues found (3 high, 3 medium, 2 low)" ✅
**Don't be harsh:**
- "This is terrible" ❌
- "Found some issues that need fixing" ✅
**Don't disappear:**
- Send notification and stay available
- Answer questions promptly
- Be responsive
**Don't delay:**
- Send results within 24 hours of completing testing
- Don't make BMad wait
---
## Next Step ## Next Step
After sending to BMad: After sending to BMad:
@ -368,25 +107,18 @@ After sending to BMad:
## Success Metrics ## Success Metrics
✅ Notification sent to BMad ✅ Notification sent to BMad
✅ All artifacts included ✅ All artifacts referenced
✅ Clear result stated (PASS/FAIL/PARTIAL) ✅ Priority issues highlighted
✅ Issues listed by severity ✅ Clear next steps provided
✅ Next steps provided
✅ BMad acknowledged receipt ✅ BMad acknowledged receipt
✅ Delivery status updated ✅ Status updated
✅ Available for questions
--- ---
## Failure Modes ## Failure Modes
❌ Not sending notification ❌ Incomplete notification
❌ Vague results ❌ Missing artifact links
❌ Missing artifacts ❌ Unclear priorities
❌ No next steps ❌ No next steps
❌ Disappearing after sending ❌ Status not updated
❌ Not updating delivery status
---
**Remember:** Clear communication = fast fixes. Be thorough, helpful, and available!

569
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View File

@ -21,7 +21,6 @@ Either iterate with BMad to fix issues, or approve the feature for production.
### Path A: Issues Found → Iterate ### Path A: Issues Found → Iterate
**If test result was FAIL:** **If test result was FAIL:**
- BMad fixes issues - BMad fixes issues
- You retest - You retest
- Repeat until approved - Repeat until approved
@ -29,7 +28,6 @@ Either iterate with BMad to fix issues, or approve the feature for production.
### Path B: No Issues → Approve ### Path B: No Issues → Approve
**If test result was PASS:** **If test result was PASS:**
- Feature approved - Feature approved
- Ready for production - Ready for production
- Phase 7 complete! - Phase 7 complete!
@ -40,557 +38,120 @@ Either iterate with BMad to fix issues, or approve the feature for production.
### Step 1: Wait for BMad Fixes ### Step 1: Wait for BMad Fixes
**BMad is fixing issues:**
```
BMad Developer: "Working on fixes for DD-XXX.
Progress:
✓ ISS-002: Button color fixed
✓ ISS-003: Button labels added
⏳ ISS-004: Progress save in progress
⏳ ISS-005: Network timeout handling in progress
Will notify when all fixes complete."
```
**Your role during fixes:** **Your role during fixes:**
- Be available for questions - Be available for questions
- Clarify issues if needed - Clarify issues if needed
- Review fixes if BMad requests early feedback - Review fixes if BMad requests early feedback
---
### Step 2: BMad Notifies Ready for Retest ### Step 2: BMad Notifies Ready for Retest
**BMad notifies:** BMad notifies when all high-severity issues fixed and build ready.
```
BMad Developer: "All issues fixed for DD-XXX!
Fixed:
✓ ISS-002: Button color (now using design token)
✓ ISS-003: Button labels (accessibility improved)
✓ ISS-004: Progress save (state persists)
✓ ISS-005: Network timeout (30s timeout + retry)
✓ ISS-001: Transition animation (300ms fade)
✓ ISS-006: Error message (more helpful)
Low severity issues (ISS-007, ISS-008) moved to backlog.
Build: v0.1.0-beta.2
Environment: Staging
Ready for retest!"
```
---
### Step 3: Retest ### Step 3: Retest
**Run tests again:**
**Focus on:** **Focus on:**
1. **Fixed issues** - Verify actually fixed
1. **Fixed issues** (verify they're actually fixed) 2. **Regression testing** - Fixes didn't break anything
2. **Regression testing** (ensure fixes didn't break anything) 3. **Related areas** - Check affected parts
3. **Related areas** (check if fixes affected other parts)
**Abbreviated testing:** **Abbreviated testing:**
- Don't rerun all tests
- Focus on affected areas
- Verify fixes work
- Don't need to run ALL tests again ### Step 4: Update Issues
- Focus on areas that were fixed
- Spot-check other areas for regression
**Example retest plan:**
For each fixed issue:
```markdown ```markdown
# Retest Plan: DD-XXX (v0.1.0-beta.2) **Status:** Closed
**Fixed in:** v0.1.0-beta.2
## Fixed Issues to Verify **Verified:** 2024-12-10
**Verified by:** [Your name]
### ISS-002: Button Color
- [ ] Check all primary buttons
- [ ] Verify color is #2563EB
- [ ] Check on all screens
### ISS-003: Button Labels
- [ ] Enable VoiceOver
- [ ] Verify all buttons have descriptive labels
- [ ] Check all interactive elements
### ISS-004: Progress Save
- [ ] Complete signup
- [ ] Force quit app
- [ ] Reopen app
- [ ] Verify resumes at Family Setup
[Continue for each fixed issue]
## Regression Testing
- [ ] Run happy path HP-001 (full flow)
- [ ] Spot-check error states
- [ ] Verify design system compliance
## New Issues
- [ ] Watch for any new issues introduced by fixes
``` ```
--- ### Step 5: Create Retest Report
### Step 4: Document Retest Results **See:** [substeps/issue-templates.md](substeps/issue-templates.md) for retest report template
**Create retest report:** `test-reports/TR-XXX-YYYY-MM-DD-retest.md` ### Step 6: Decision Point
```markdown **If all high-severity fixed:** → Path B (Approve)
# Retest Report: DD-XXX (Build v0.1.0-beta.2) **If issues remain:** → Repeat iteration
**Date:** 2024-12-15
**Tester:** [Your name]
**Build:** v0.1.0-beta.2
**Original Test:** TR-001-2024-12-09.md
**Issues Fixed:** 6
--- ---
## Fixed Issues Verification ## Path B: Approve (No Blocking Issues)
### ISS-002: Button Color ### Step 1: Create Sign-Off Document
- **Status:** FIXED ✅ **See:** [substeps/issue-templates.md](substeps/issue-templates.md) for sign-off template
- **Verification:** All primary buttons now use #2563EB
- **Result:** PASS
### ISS-003: Button Labels ### Step 2: Notify BMad
- **Status:** FIXED ✅
- **Verification:** VoiceOver announces descriptive labels
- **Result:** PASS
### ISS-004: Progress Save
- **Status:** FIXED ✅
- **Verification:** App resumes at correct point after force quit
- **Result:** PASS
### ISS-005: Network Timeout
- **Status:** FIXED ✅
- **Verification:** 30s timeout with retry button
- **Result:** PASS
### ISS-001: Transition Animation
- **Status:** FIXED ✅
- **Verification:** 300ms fade transition working
- **Result:** PASS
### ISS-006: Error Message
- **Status:** FIXED ✅
- **Verification:** Error message now helpful and actionable
- **Result:** PASS
---
## Regression Testing
### Happy Path HP-001
- **Status:** PASS ✅
- **No regressions detected**
### Error States
- **Status:** PASS ✅
- **No regressions detected**
### Design System
- **Compliance:** 98% (up from 67%)
- **Status:** PASS ✅
---
## New Issues Found
None! All fixes implemented correctly with no regressions.
---
## Overall Result
**Status:** PASS ✅
All issues fixed successfully. Feature is ready for production.
---
## Recommendation
**APPROVED** - Ready to ship!
**Sign-off:**
Designer: [Your name]
Date: 2024-12-15
```
---
### Step 5: Send Retest Results
**If all issues fixed:**
``` ```
WDS Designer → BMad Developer WDS UX Expert → BMad Architect
Subject: Retest Complete for DD-XXX - APPROVED ✅ Subject: DD-XXX APPROVED for Production
Hi Developer! 🎉 Design Delivery DD-XXX is approved!
Retest complete for DD-XXX! ✅ All tests passed
✅ Design system compliant
✅ **Result:** APPROVED - Ready to ship! ✅ Accessibility verified
🎉 **All Issues Fixed:**
- ISS-002: Button color ✓
- ISS-003: Button labels ✓
- ISS-004: Progress save ✓
- ISS-005: Network timeout ✓
- ISS-001: Transition animation ✓
- ISS-006: Error message ✓
📊 **Retest Results:**
- Fixed issues: 6/6 (100%)
- Regression tests: All passed
- Design system compliance: 98% (target: >95%)
- New issues: 0
📁 **Retest Report:**
test-reports/TR-001-2024-12-15-retest.md
📝 **Sign-Off:**
I confirm that all issues have been fixed and the feature
is ready for production release.
Designer: [Your name]
Date: 2024-12-15
🚀 **Next Steps:**
Deploy to production!
Excellent work on the fixes!
Thanks,
[Your name]
WDS Designer
```
---
**If new issues found:**
```
WDS Designer → BMad Developer
Subject: Retest Complete for DD-XXX - New Issues Found
Hi Developer!
Retest complete for DD-XXX.
📊 **Result:** FAIL (new issues found)
✅ **Original Issues Fixed:**
- ISS-002: Button color ✓
- ISS-003: Button labels ✓
- [etc...]
❌ **New Issues Found:**
- ISS-009: [New issue description]
- ISS-010: [New issue description]
📁 **Retest Report:**
test-reports/TR-001-2024-12-15-retest.md
🔧 **Next Steps:**
1. Fix new issues
2. Retest again
Sorry for the additional issues! Let me know if you have questions.
Thanks,
[Your name]
```
---
### Step 6: Repeat Until Approved
**Keep iterating:**
- BMad fixes issues
- You retest
- Report results
- Repeat until all issues resolved
**Typical iteration:**
```
Round 1: 8 issues found
Round 2: 2 new issues found (6 fixed)
Round 3: All issues fixed ✅
```
---
## Path B: Approve (No Issues)
### Step 1: Final Sign-Off
**Create sign-off document:** `deliveries/DD-XXX-sign-off.md`
```markdown
# Design Sign-Off: DD-XXX [Flow Name]
**Delivery ID:** DD-XXX
**Delivery Name:** [Flow Name]
**Build Version:** v0.1.0-beta.1
**Test Date:** 2024-12-09
**Sign-Off Date:** 2024-12-09
---
## Certification
I, [Your name], as the WDS Designer for this project, hereby
certify that:
1. ✅ The implemented feature matches the design specifications
defined in Design Delivery DD-XXX
2. ✅ All scenarios have been implemented correctly according
to the specifications in C-Scenarios/
3. ✅ All design system components have been used correctly
according to D-Design-System/ specifications
4. ✅ All acceptance criteria defined in DD-XXX.yaml have
been met
5. ✅ All test scenarios defined in TS-XXX.yaml have passed
6. ✅ Design system compliance exceeds 95% threshold
7. ✅ Accessibility standards (WCAG 2.1 AA) have been met
8. ✅ The feature meets the quality standards required for
production release
---
## Test Results Summary
- **Test Report:** test-reports/TR-XXX-2024-12-09.md
- **Test Pass Rate:** 100%
- **Issues Found:** 0
- **Design System Compliance:** [percentage]%
- **Accessibility Compliance:** 100%
---
## Approval
**Status:** APPROVED FOR PRODUCTION RELEASE
**Designer Signature:** [Your name]
**Date:** 2024-12-09
---
## Production Release Authorization
This feature is authorized for production deployment.
**Next Steps:**
1. Merge to main branch
2. Deploy to production
3. Monitor user feedback
4. Address any post-launch issues in future updates
---
**Congratulations to the team on successful delivery!** 🎉
```
---
### Step 2: Celebrate!
**You did it!**
```
WDS Designer → BMad Developer
Subject: DD-XXX Approved - Great Work! 🎉
Hi Developer!
DD-XXX is officially approved and ready for production!
🎉 **Congratulations!**
The implementation is excellent and matches the design
perfectly. Great collaboration throughout!
📝 **Sign-Off Document:**
deliveries/DD-XXX-sign-off.md
🚀 **Ready for Production:**
Feature is approved for deployment.
Thanks for the great work!
[Your name]
WDS Designer
```
---
## Update Delivery Status
### If Approved
```yaml
delivery:
status: 'complete'
approved_at: '2024-12-09T16:00:00Z'
approved_by: '[Your name]'
ready_for_production: true
sign_off_document: 'deliveries/DD-XXX-sign-off.md'
```
---
### If Still Iterating
```yaml
delivery:
status: 'in_testing'
retest_count: 2
last_retest_at: '2024-12-15T14:00:00Z'
issues_remaining: 2
```
---
## Phase 7 Complete!
**When feature is approved:**
✅ Testing complete
✅ All issues resolved
✅ Feature approved
✅ Sign-off documented
✅ Ready for production ✅ Ready for production
**What happens next:** Sign-off document: testing/DD-XXX/sign-off.md
- BMad deploys to production Congratulations on a great implementation!
- Feature goes live ```
- Users start using it
- Monitor feedback ### Step 3: Update Status
- Plan next delivery
```yaml
delivery:
status: 'approved'
approved_at: '[timestamp]'
approved_by: '[your name]'
```
--- ---
## Return to Phase 6 ## Iteration Limits
**While this feature ships, design the next one!** **Maximum iterations:** 3
If after 3 iterations issues persist:
1. Escalate to leads
2. Review requirements
3. Consider scope reduction
---
## Next Step
After approval:
``` ```
[D] Return to Phase 6 for next Design Delivery [C] Return to Phase 6 to continue next flow
``` OR Phase 8 for ongoing development
**Or if all deliveries complete:**
```
[C] All deliveries complete! Product shipped! 🚀
``` ```
--- ---
## Success Metrics ## Success Metrics
✅ Issues fixed and verified ✅ All high-severity issues fixed
✅ Retest completed (if needed) ✅ Retesting complete
✅ Feature approved ✅ Sign-off document created
✅ Sign-off documented ✅ BMad notified of approval
✅ Delivery status updated ✅ Status updated to approved
✅ BMad notified
✅ Ready for production
--- ---
## Failure Modes ## Failure Modes
❌ Endless iteration (not converging) ❌ Approving with unfixed high-severity issues
❌ Approving with unresolved issues ❌ No sign-off document
❌ Not documenting sign-off ❌ Status not updated
❌ Not updating delivery status ❌ BMad not notified
❌ Disappearing after approval ❌ Endless iteration loop
---
## Tips
### DO ✅
**Be patient:**
- Iteration is normal
- Quality takes time
- Don't rush approval
**Be thorough:**
- Verify all fixes
- Check for regressions
- Don't skip retest
**Be appreciative:**
- Acknowledge good work
- Celebrate success
- Thank the team
### DON'T ❌
**Don't approve prematurely:**
- All issues must be fixed
- Quality standards must be met
- Don't compromise
**Don't iterate forever:**
- If stuck, discuss with team
- Find pragmatic solutions
- Know when "good enough"
**Don't forget documentation:**
- Sign-off is required
- Update delivery status
- Document everything
---
**Remember:** Quality is the goal. Iterate until it's right, then celebrate success!\*\* 🎉✨

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@ -0,0 +1,213 @@
# Issue Templates
Templates for creating issue tickets and test reports.
---
## Issue File Template
**File:** `issues/ISS-XXX-description.md`
```markdown
# Issue: [Short Description]
**ID:** ISS-XXX
**Severity:** [Critical | High | Medium | Low]
**Status:** Open
**Delivery:** DD-XXX
**Test:** TS-XXX, Check: [Test ID]
**Created:** [Date]
**Assigned:** BMad Developer
## Description
[Clear description of the problem]
## Expected
[What should happen according to design]
## Actual
[What actually happens]
## Impact
[Why this matters - user impact, business impact]
## Design Reference
- Design Spec: [Path to specification]
- Design Token: [Path to token if applicable]
- Component Spec: [Path to component spec if applicable]
## Steps to Reproduce
1. [Step 1]
2. [Step 2]
3. [Step 3]
## Screenshot/Video
![Issue screenshot](../testing/DD-XXX/screenshots/ISS-XXX.png)
## Recommendation
[How to fix this - be specific]
## Related Issues
- [Link to related issues if any]
---
**Priority for fix:** [Next release | This release | Future]
```
---
## Severity Levels
| Severity | Description | Fix Timeline |
|----------|-------------|--------------|
| **Critical** | App crashes, data loss, security issue | Immediate |
| **High** | Major functionality broken, blocking | This release |
| **Medium** | Feature works but wrong, confusing UX | This release |
| **Low** | Minor polish, nice to have | Future release |
---
## Test Report Template
**File:** `testing/DD-XXX/TR-XXX-[flow-name].md`
```markdown
# Test Report: DD-XXX [Flow Name]
**Report ID:** TR-XXX
**Date:** [Date]
**Tester:** [Your name]
**Build:** [Version]
**Device:** [Device/Browser]
**Status:** PASS / FAIL
## Summary
**Overall Result:** [PASS/FAIL]
**Total Issues:** [X]
**High Severity:** [X]
**Blocking:** [Yes/No]
## Test Coverage
| Category | Passed | Failed | Total |
|----------|--------|--------|-------|
| Happy Path | X | X | X |
| Error States | X | X | X |
| Edge Cases | X | X | X |
| Design System | X | X | X |
| Accessibility | X | X | X |
| **Total** | X | X | X |
## Issues Found
| ID | Severity | Description | Status |
|----|----------|-------------|--------|
| ISS-001 | High | [Description] | Open |
| ISS-002 | Medium | [Description] | Open |
## Sign-Off Recommendation
- [ ] Ready for production
- [x] Needs fixes before production
## Next Steps
1. [Next step 1]
2. [Next step 2]
## Attachments
- Screen recordings: [List]
- Screenshots: [List]
- Issue files: [List]
```
---
## Retest Report Template
```markdown
# Retest Report: DD-XXX
**Date:** [Date]
**Build:** [New version]
**Previous Build:** [Previous version]
## Fixed Issues Verification
| ID | Description | Fixed? |
|----|-------------|--------|
| ISS-001 | [Description] | ✓ Yes |
| ISS-002 | [Description] | ✓ Yes |
## Regression Check
- [ ] Happy path still works
- [ ] Error handling still works
- [ ] No new issues introduced
## Result
**Retest Status:** PASS / FAIL
## Recommendation
[Approve for production / Need more fixes]
```
---
## Sign-Off Document Template
```markdown
# Sign-Off: DD-XXX [Flow Name]
**Date:** [Date]
**Approved By:** [Your name], WDS UX Expert
## Approval Summary
I certify that Design Delivery DD-XXX has been:
- ✅ Tested against all test scenarios
- ✅ Verified against design specifications
- ✅ Validated for accessibility requirements
- ✅ Confirmed ready for production
## Test Summary
- **Total Tests:** X
- **Passed:** X/X (XX%)
- **Issues Found:** X
- **Issues Fixed:** X
- **Test Iterations:** X
## Quality Gate
- [x] All Critical issues fixed
- [x] All High severity issues fixed
- [x] Medium/Low issues accepted or deferred
- [x] Design system compliance > 95%
- [x] No accessibility blockers
## Approved
**Signature:** [Your name]
**Date:** [Date]
**Role:** WDS UX Expert
---
_This feature is approved for production deployment._
```

210
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@ -0,0 +1,210 @@
# Test Result Templates
Templates for documenting test execution results.
---
## Test Step Documentation Template
```markdown
## [Test-ID]: [Test Name]
### Step X: [Step Name]
- Action: [What was done]
- Expected: [What should happen]
- Actual: [What actually happened]
- Result: PASS/FAIL
- Issue: [If FAIL, describe the issue]
- Screenshot: [filename if FAIL]
```
---
## Happy Path Results Template
```markdown
# Happy Path Test Results
## HP-001: [Test Name]
- Status: PASS/FAIL
- Steps: X total
- Passed: X/X (XX%)
- Failed: X/X (XX%)
- Issues: X ([brief description])
- Duration: X minutes X seconds
- Recording: happy-path-HP-001.mov
## Summary
- Total Tests: X
- Passed: X/X (XX%)
- Failed: X/X (XX%)
- Total Issues: X
```
---
## Error State Results Template
```markdown
# Error State Test Results
## ES-001: [Error Scenario Name]
- Status: PASS/FAIL
- Issue: [Brief description if FAIL]
- Severity: Critical/High/Medium/Low
## Summary
- Total Tests: X
- Passed: X/X (XX%)
- Failed: X/X (XX%)
- Total Issues: X
```
---
## Edge Case Results Template
```markdown
# Edge Case Test Results
## EC-001: [Edge Case Name]
- Status: PASS/FAIL
- Issue: [Brief description if FAIL]
- Severity: Critical/High/Medium/Low
## Summary
- Total Tests: X
- Passed: X/X (XX%)
- Failed: X/X (XX%)
- Total Issues: X
```
---
## Design System Validation Template
```markdown
# Design System Validation Results
## DS-001: [Component Type]
### [Component Instance]: "[Label]"
- Height: Xpx ✓/✗
- Background: #XXXXXX ✓/✗ (Expected: #XXXXXX)
- Text: #XXXXXX ✓/✗
- Typography: Xpx, weight ✓/✗
- Border radius: Xpx ✓/✗
- Padding: Xpx Xpx ✓/✗
- Result: PASS/FAIL ([issue if FAIL])
## Summary
- Total Components: X types
- Compliant: X/X (XX%)
- Non-compliant: X/X (XX%)
- Target: >95% compliance
- Result: PASS/FAIL
```
---
## Accessibility Results Template
```markdown
# Accessibility Test Results
## A11Y-001: Screen Reader Navigation
- Status: PASS/PARTIAL PASS/FAIL
- Issues: X ([brief description])
- Severity: Critical/High/Medium/Low
## A11Y-002: Color Contrast
- Body text: X:1 ✓/✗ (min 4.5:1)
- Button text: X:1 ✓/✗ (min 4.5:1)
- Error text: X:1 ✓/✗ (min 4.5:1)
- Link text: X:1 ✓/✗ (min 4.5:1)
- Result: PASS/FAIL
## A11Y-003: Touch Targets
- Buttons: Xpx height ✓/✗ (min 44px)
- Input fields: Xpx height ✓/✗ (min 44px)
- Text links: Xpx height ✓/✗ (min 44px)
- Spacing: Xpx ✓/✗ (min 8px)
- Result: PASS/FAIL
## Summary
- Total Tests: X
- Passed: X/X (XX%)
- Partial: X/X (XX%)
- Failed: X/X (XX%)
- Total Issues: X
```
---
## Overall Test Summary Template
```markdown
# Test Summary: DD-XXX [Flow Name]
**Date:** [Date]
**Tester:** [Your name]
**Build:** [Version]
**Device:** [Device/Browser]
## Overall Result
**Status:** PASS/FAIL ([X] issues found, [X] high severity)
## Test Coverage
- Happy Path: X/X passed (XX%)
- Error States: X/X passed (XX%)
- Edge Cases: X/X passed (XX%)
- Design System: X/X compliant (XX%)
- Accessibility: X/X passed (XX%)
## Issues Summary
**Total Issues:** X
**By Severity:**
- Critical: X
- High: X
- Medium: X
- Low: X
**By Category:**
- Functionality: X
- Design System: X
- Accessibility: X
## Next Steps
1. Create issue tickets for all issues
2. Create detailed test report
3. Send to BMad for fixes
4. Schedule retest after fixes
```
---
## Screenshot Naming Convention
- Happy Path: `HP-XXX-step-X-FAIL.png`
- Error State: `ES-XXX-[description]-FAIL.png`
- Edge Case: `EC-XXX-[description]-FAIL.png`
- Design System: `DS-XXX-[component]-FAIL.png`
- Accessibility: `A11Y-XXX-[issue]-FAIL.png`

380
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@ -31,39 +31,16 @@ You're iterating on a live product based on data and feedback
- Product needs strategic improvement - Product needs strategic improvement
- Team needs a linchpin designer - Team needs a linchpin designer
**Example:**
```
Product Manager: "Our onboarding has 60% drop-off rate.
Users don't understand the family concept.
We need a designer to fix this."
```
--- ---
### Understand the Strategic Challenge ### Understand the Strategic Challenge
**Ask these questions:** **Ask these questions:**
1. **What's the problem?** 1. **What's the problem?** - What specific issue, what's broken, what metrics show it?
- What specific issue are we solving? 2. **Why now?** - Why priority, business impact, what if we don't fix?
- What's broken or underperforming? 3. **What's the scope?** - Which screens/features, what can we change?
- What metrics show the problem? 4. **What's success?** - How to measure, target metric, when?
2. **Why now?**
- Why is this a priority?
- What's the business impact?
- What happens if we don't fix it?
3. **What's the scope?**
- Which screens/features are affected?
- What can we change?
- What must stay the same?
4. **What's success?**
- How will we measure improvement?
- What's the target metric?
- When do we need results?
--- ---
@ -71,123 +48,7 @@ Product Manager: "Our onboarding has 60% drop-off rate.
**Create:** `A-Project-Brief/limited-brief.md` **Create:** `A-Project-Brief/limited-brief.md`
```markdown **See:** [substeps/context-templates.md](substeps/context-templates.md) for Limited Project Brief template
# Limited Project Brief: [Product Name]
**Type:** Existing Product Improvement
**Date:** 2024-12-09
**Designer:** [Your name]
---
## Strategic Challenge
**Problem:**
[What specific problem are we solving?]
Example:
"User onboarding has 60% drop-off rate. Users don't understand
the family concept and abandon during setup."
**Impact:**
[Why does this matter?]
Example:
"- 60% of new users never reach the dashboard
- Acquisition cost is wasted on users who drop off
- Growth is limited by poor onboarding
- Estimated revenue loss: $50K/month"
**Root Cause:**
[Why is this happening?]
Example:
"- 'Family' concept is unclear (Swedish cultural context)
- Too many steps feel like homework
- No sense of progress or achievement
- Value proposition not clear upfront"
---
## Why WDS Designer?
**Why bring in a linchpin designer now?**
Example:
"We need expert UX design to:
- Understand user psychology and motivation
- Redesign onboarding flow for clarity
- Balance business goals with user needs
- Improve completion rates to 80%+"
---
## Scope
**What are we changing?**
Example:
"Redesign onboarding flow (4 screens):
- Welcome screen (update copy and visuals)
- Family setup (simplify and clarify concept)
- Dog addition (make it optional for MVP)
- Success state (add celebration and next steps)"
**What are we NOT changing?**
Example:
"- Tech stack: React Native + Supabase (already built)
- Brand: Colors and logo are fixed
- Other features: Only touch onboarding
- Timeline: 2 weeks to design + implement"
---
## Success Criteria
**How will we measure success?**
Example:
"- Onboarding completion rate > 80% (from 40%)
- Time to complete < 2 minutes
- User satisfaction score > 4.5/5
- 30-day retention > 60%"
---
## Constraints
**What can't we change?**
Example:
"- Tech stack: React Native + Supabase
- Brand: Colors, logo, typography fixed
- Timeline: 2 weeks total
- Budget: No additional development resources
- Scope: Only onboarding, don't touch dashboard"
---
## Timeline
**Week 1:** Design + Specifications
**Week 2:** Implementation + Validation
---
## Stakeholders
**Product Manager:** [Name]
**Developer:** [Name]
**Designer (WDS):** [Your name]
```
--- ---
@ -195,12 +56,7 @@ Example:
### Your Product is Live ### Your Product is Live
**You're monitoring performance and iterating based on data:** You're monitoring performance and iterating based on data.
```
Your product shipped 2 weeks ago.
Now you're in continuous improvement mode (Kaizen).
```
--- ---
@ -208,58 +64,27 @@ Now you're in continuous improvement mode (Kaizen).
**Gather data from multiple sources:** **Gather data from multiple sources:**
### 1. Analytics #### 1. Analytics
**Check key metrics:**
Check key metrics:
- User engagement (DAU, WAU, MAU) - User engagement (DAU, WAU, MAU)
- Feature usage (which features are used?) - Feature usage (which features are used?)
- Drop-off points (where do users leave?) - Drop-off points (where do users leave?)
- Conversion rates (are users completing goals?) - Conversion rates (are users completing goals?)
- Performance (load times, errors)
**Example:** #### 2. User Feedback
```
Analytics Dashboard:
- DAU: 1,200 users
- Feature X usage: 15% (low!)
- Feature Y usage: 78% (high!)
- Drop-off: 40% at Feature X
- Average session: 8 minutes
```
---
### 2. User Feedback
**Review feedback channels:**
Review feedback channels:
- Support tickets - Support tickets
- App store reviews - App store reviews
- In-app feedback - In-app feedback
- User interviews - User interviews
- Social media mentions
**Example:** #### 3. Team Insights
```
Common feedback themes:
- "I don't understand how to use Feature X" (12 mentions)
- "Feature Y is amazing!" (8 mentions)
- "App is slow on older devices" (5 mentions)
- "Wish I could do Z" (4 mentions)
```
---
### 3. Team Insights
**Talk to your team:**
Talk to your team:
- What are developers noticing? - What are developers noticing?
- What are support seeing? - What are support seeing?
- What are sales hearing?
- What are stakeholders concerned about? - What are stakeholders concerned about?
--- ---
@ -270,45 +95,11 @@ Common feedback themes:
### Priority = Impact × Effort × Learning ### Priority = Impact × Effort × Learning
**Impact:** How much will this improve the product? | Factor | High | Medium | Low |
|--------|------|--------|-----|
- High: Solves major user pain, improves key metric | **Impact** | Solves major pain | Improves experience | Nice to have |
- Medium: Improves experience, minor metric impact | **Effort** | 1-2 days | 3-5 days | 1-2 weeks |
- Low: Nice to have, minimal impact | **Learning** | Tests hypothesis | Validates assumption | Incremental |
**Effort:** How hard is this to implement?
- Low: 1-2 days
- Medium: 3-5 days
- High: 1-2 weeks
**Learning:** How much will we learn?
- High: Tests important hypothesis
- Medium: Validates assumption
- Low: Incremental improvement
**Example prioritization:**
```
Opportunity A: Improve Feature X onboarding
- Impact: High (40% drop-off, key feature)
- Effort: Low (2 days)
- Learning: High (tests hypothesis about confusion)
- Priority: HIGH ✅
Opportunity B: Add Feature Z
- Impact: Medium (nice to have)
- Effort: High (2 weeks)
- Learning: Low (not testing hypothesis)
- Priority: LOW
Opportunity C: Improve performance
- Impact: Medium (affects 20% of users)
- Effort: Medium (5 days)
- Learning: Medium (validates device issue)
- Priority: MEDIUM
```
--- ---
@ -316,108 +107,7 @@ Opportunity C: Improve performance
**Create:** `improvements/IMP-XXX-description.md` **Create:** `improvements/IMP-XXX-description.md`
```markdown **See:** [substeps/context-templates.md](substeps/context-templates.md) for Improvement Opportunity template
# Improvement: [Short Description]
**ID:** IMP-XXX
**Type:** [Feature Enhancement | Bug Fix | Performance | UX Improvement]
**Priority:** [High | Medium | Low]
**Status:** Identified
**Date:** 2024-12-09
---
## Opportunity
**What are we improving?**
Example:
"Feature X has low engagement (15% usage) and high drop-off (40%).
User feedback indicates confusion about how to use it."
**Why does this matter?**
Example:
"Feature X is a core value proposition. Low usage means users
aren't getting full value from the product. This impacts
retention and satisfaction."
---
## Data
**Analytics:**
- Feature X usage: 15% (target: 60%)
- Drop-off at Feature X: 40%
- Time spent: 30 seconds (too short)
**User Feedback:**
- "I don't understand how to use Feature X" (12 mentions)
- "Feature X seems broken" (3 mentions)
**Hypothesis:**
Users don't understand how to use Feature X because there's
no onboarding or guidance.
---
## Proposed Solution
**What will we change?**
Example:
"Add inline onboarding to Feature X:
- Tooltip on first use explaining purpose
- Step-by-step guide for first action
- Success celebration when completed
- Help button for future reference"
**Expected Impact:**
- Feature X usage: 15% → 60%
- Drop-off: 40% → 10%
- User satisfaction: +1.5 points
---
## Effort Estimate
**Design:** 1 day
**Implementation:** 1 day
**Testing:** 0.5 days
**Total:** 2.5 days
---
## Success Metrics
**How will we measure success?**
- Feature X usage > 60% (within 2 weeks)
- Drop-off < 10%
- User feedback mentions decrease
- Support tickets about Feature X decrease
---
## Timeline
**Week 1:** Design + Implement + Test
**Week 2:** Monitor impact
---
## Next Steps
1. Design inline onboarding (Step 8.3)
2. Create Design Delivery (Step 8.4)
3. Hand off to BMad (Step 8.5)
4. Validate implementation (Step 8.6)
5. Monitor impact (Step 8.7)
```
--- ---
@ -456,41 +146,17 @@ After identifying the opportunity:
### DO ✅ ### DO ✅
**Be specific:** **Be specific:** Quantify the problem, use real data, define clear scope
- Quantify the problem **Be strategic:** Focus on high-impact changes, small incremental improvements
- Use real data
- Define clear scope
**Be strategic:** **Be data-driven:** Use analytics, listen to user feedback, test hypotheses
- Focus on high-impact changes
- Small, incremental improvements
- One improvement at a time
**Be data-driven:**
- Use analytics
- Listen to user feedback
- Test hypotheses
### DON'T ❌ ### DON'T ❌
**Don't be vague:** **Don't be vague:** "Make it better" ❌ → "40% drop-off at onboarding" ✅
- "Make it better" ❌ **Don't boil the ocean:** Complete redesign ❌ → Targeted improvement ✅
- "40% drop-off at onboarding" ✅
**Don't boil the ocean:**
- Complete redesign ❌
- Targeted improvement ✅
**Don't guess:**
- Use data to identify problems
- Validate with user feedback
- Test hypotheses
--- ---

302
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View File

@ -22,174 +22,34 @@ Understand the existing product context before making changes.
**You're joining an existing product. Collect everything:** **You're joining an existing product. Collect everything:**
### 1. Business Context | Category | Upload To | Review For |
|----------|-----------|------------|
**Upload to:** `A-Project-Brief/existing-context/business/` | **Business** | `A-Project-Brief/existing-context/business/` | Why product exists, business model, competitors |
| **Users** | `A-Project-Brief/existing-context/users/` | Who are users, needs, pain points |
- Business goals document | **Product** | `A-Project-Brief/existing-context/product/` | Features, tech stack, constraints |
- Company strategy
- Product roadmap
- Competitive analysis
- Market research
**Review and understand:**
- Why does this product exist?
- What's the business model?
- Who are the competitors?
- What's the market position?
--- ---
### 2. User Context ### Use the Product
**Upload to:** `A-Project-Brief/existing-context/users/`
- User personas
- User research reports
- User interviews
- Analytics reports
- User feedback summaries
**Review and understand:**
- Who are the users?
- What are their needs?
- What are their pain points?
- What do they love?
- What do they complain about?
---
### 3. Product Context
**Upload to:** `A-Project-Brief/existing-context/product/`
- Product specifications
- Feature documentation
- Design system (if exists)
- Technical architecture
- API documentation
**Review and understand:**
- What features exist?
- How does it work?
- What's the tech stack?
- What are the constraints?
---
### 4. Use the Product
**Critical: Experience it yourself!** **Critical: Experience it yourself!**
1. **Download/access the product** 1. Download/access the product
- Create an account 2. Create an account, go through onboarding
- Go through onboarding 3. Use all major features
- Use all major features 4. Document your experience
2. **Document your experience** **See:** [substeps/context-templates.md](substeps/context-templates.md) for First Impressions template
```markdown
# First Impressions: [Product Name]
**Date:** 2024-12-09
**Context:** First-time user, no prior knowledge
## Onboarding
- Step 1: [What happened? How did it feel?]
- Step 2: [What happened? How did it feel?]
- Confusion points: [Where was I confused?]
- Delights: [What felt great?]
## Core Features
- Feature X: [Experience]
- Feature Y: [Experience]
## Overall Impression
[What's your gut feeling about this product?]
```
3. **Identify friction points**
- Where did you get stuck?
- What was confusing?
- What felt broken?
- What exceeded expectations?
--- ---
### 5. Create Focused Trigger Map ### Create Focused Trigger Map
**Based on your strategic challenge, create a focused trigger map:** **Based on your strategic challenge:**
**File:** `B-Trigger-Map/focused-trigger-map.md` **File:** `B-Trigger-Map/focused-trigger-map.md`
```markdown **See:** [substeps/context-templates.md](substeps/context-templates.md) for Focused Trigger Map template
# Focused Trigger Map: [Challenge Name]
**Context:** Existing product improvement
**Focus:** [Specific feature/flow you're improving]
---
## Trigger Moment
**When does this happen?**
Example:
"User completes signup and reaches dashboard for first time"
---
## Current Experience
**What happens now?**
Example:
"1. Welcome screen (confusing value prop) 2. Family setup (unclear what 'family' means) 3. Dog addition (forced, feels like homework) 4. 60% drop off before reaching dashboard"
---
## Desired Outcome
**What should happen?**
Example:
"User understands value, completes setup smoothly,
reaches dashboard feeling confident and excited"
---
## Barriers
**What's preventing the desired outcome?**
Example:
"- Unclear value proposition
- 'Family' concept is confusing (cultural context)
- Forced dog addition feels like work
- No sense of progress or achievement
- No celebration of completion"
---
## Solution Focus
**What will we change to remove barriers?**
Example:
"- Clarify value prop on welcome screen
- Simplify family concept explanation
- Make dog addition optional
- Add progress indicators
- Add celebration on completion"
```
--- ---
@ -201,118 +61,23 @@ Example:
### 1. Analytics Deep Dive ### 1. Analytics Deep Dive
**Focus on the specific feature/flow you're improving:** Focus on the specific feature/flow you're improving.
```markdown **See:** [substeps/context-templates.md](substeps/context-templates.md) for Analytics template
# Analytics: Feature X Improvement
**Date Range:** Last 30 days
**Focus:** Feature X engagement
## Usage Metrics
- Users who saw Feature X: 1,200
- Users who used Feature X: 180 (15%)
- Users who completed action: 90 (7.5%)
- Drop-off point: Step 2 (40% drop off)
## User Segments
- New users: 10% usage
- Returning users: 20% usage
- Power users: 60% usage
## Insight
New and returning users struggle with Feature X.
Power users understand it. Suggests onboarding gap.
```
---
### 2. User Feedback Analysis ### 2. User Feedback Analysis
**Categorize feedback about this specific feature:** Categorize feedback about this specific feature.
```markdown **See:** [substeps/context-templates.md](substeps/context-templates.md) for User Feedback template
# User Feedback: Feature X
**Date Range:** Last 30 days
**Total Mentions:** 24
## Themes
### Confusion (12 mentions)
- "I don't understand how to use Feature X"
- "Feature X seems broken"
- "What is Feature X for?"
### Requests (8 mentions)
- "Can Feature X do Y?"
- "Wish Feature X had Z"
### Praise (4 mentions)
- "Once I figured it out, Feature X is great!"
- "Feature X saves me time"
## Insight
Users who figure out Feature X love it.
But most users never figure it out.
Onboarding is the problem.
```
---
### 3. Review Original Design Intent ### 3. Review Original Design Intent
**Why did you design it this way?** Why did you design it this way? What assumptions did you make?
```markdown
# Original Design Intent: Feature X
**When Designed:** 2024-10-15
**Original Goal:** [What were you trying to achieve?]
**Design Decisions:** [What choices did you make?]
**Assumptions:** [What did you assume about users?]
## What We Learned
- Assumption: Users would understand Feature X intuitively
- Reality: Users need explicit guidance
- Lesson: Add onboarding for complex features
```
---
### 4. Competitive Analysis ### 4. Competitive Analysis
**How do competitors handle this?** How do competitors handle this? What can we learn?
```markdown
# Competitive Analysis: Feature X
## Competitor A
- Approach: [How do they do it?]
- Onboarding: [Do they have guidance?]
- Pros: [What works well?]
- Cons: [What doesn't work?]
## Competitor B
- Approach: [How do they do it?]
- Onboarding: [Do they have guidance?]
- Pros: [What works well?]
- Cons: [What doesn't work?]
## Insights
[What can we learn from competitors?]
```
--- ---
@ -320,28 +85,13 @@ Onboarding is the problem.
**Combine all context into actionable insights:** **Combine all context into actionable insights:**
```markdown **See:** [substeps/context-templates.md](substeps/context-templates.md) for Context Synthesis template
# Context Synthesis: [Improvement Name]
## What We Know Key elements:
- What we know (key insights)
1. [Key insight from analytics] - Root cause (why is this happening)
2. [Key insight from user feedback] - Hypothesis (what will solve it)
3. [Key insight from competitive analysis] - Validation plan (how will we know)
4. [Key insight from original design]
## Root Cause
[Why is this problem happening?]
## Hypothesis
[What do we believe will solve it?]
## Validation Plan
[How will we know if we're right?]
```
--- ---

387
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@ -21,12 +21,11 @@ Design the incremental improvement - not a complete redesign, but a targeted upd
**Remember:** **Remember:**
- ❌ Complete redesign | DO ✅ | DON'T ❌ |
- ✅ Targeted improvement |-------|----------|
- ❌ Change everything | Targeted improvement | Complete redesign |
- ✅ Change one thing well | Change one thing well | Change everything |
- ❌ Big bang release | Incremental update | Big bang release |
- ✅ Incremental update
--- ---
@ -36,50 +35,7 @@ Design the incremental improvement - not a complete redesign, but a targeted upd
**Create:** `C-Scenarios/XX-update-name/change-scope.md` **Create:** `C-Scenarios/XX-update-name/change-scope.md`
```markdown **See:** [substeps/design-templates.md](substeps/design-templates.md) for Change Scope template
# Change Scope: [Update Name]
## What's Changing
### Screen/Feature: [Name]
**Changes:**
- [ ] Copy/messaging
- [ ] Visual hierarchy
- [ ] Component usage
- [ ] User flow
- [ ] Interaction pattern
- [ ] Data structure
**Specific changes:**
1. [Specific change 1]
2. [Specific change 2]
3. [Specific change 3]
---
## What's Staying
**Unchanged:**
- ✓ Brand colors
- ✓ Typography
- ✓ Core layout structure
- ✓ Navigation pattern
- ✓ Tech stack
- ✓ Data model
**Rationale:**
[Why are we keeping these unchanged?]
Example:
"Brand colors and typography are fixed by brand guidelines.
Core layout structure works well and changing it would
require extensive development. We're focusing on content
and interaction improvements only."
```
--- ---
@ -89,111 +45,14 @@ and interaction improvements only."
**File:** `C-Scenarios/XX-update-name/Frontend/specifications.md` **File:** `C-Scenarios/XX-update-name/Frontend/specifications.md`
```markdown **See:** [substeps/design-templates.md](substeps/design-templates.md) for Update Specification template
# Frontend Specification: [Screen Name] UPDATE
**Type:** Incremental Update Key sections:
**Version:** v2.0 - Change summary (what's different from v1.0)
**Previous Version:** v1.0 (see: archive/v1.0-specifications.md) - Component changes (new, modified, removed, unchanged)
- Interaction changes (before/after)
--- - Copy changes with rationale
- Success metrics
## Change Summary
**What's different from v1.0?**
1. [Change 1]: [Brief description]
2. [Change 2]: [Brief description]
3. [Change 3]: [Brief description]
---
## Updated Screen Structure
### Before (v1.0)
```
[Describe old structure]
```
### After (v2.0)
```
[Describe new structure]
```
---
## Component Changes
### New Components
- [Component name]: [Purpose]
### Modified Components
- [Component name]: [What changed?]
### Removed Components
- [Component name]: [Why removed?]
### Unchanged Components
- [Component name]: [Still used as-is]
---
## Interaction Changes
### Before (v1.0)
1. User does X
2. System responds Y
3. User sees Z
### After (v2.0)
1. User does X
2. **NEW:** System shows guidance
3. System responds Y
4. **NEW:** System celebrates success
5. User sees Z
---
## Copy Changes
### Before (v1.0)
"[Old copy]"
### After (v2.0)
"[New copy]"
**Rationale:** [Why this change?]
---
## Visual Changes
### Before (v1.0)
- Hierarchy: [Description]
- Emphasis: [Description]
- Spacing: [Description]
### After (v2.0)
- Hierarchy: [What changed?]
- Emphasis: [What changed?]
- Spacing: [What changed?]
---
## Success Metrics
**How will we measure if this update works?**
- Metric 1: [Before] → [Target]
- Metric 2: [Before] → [Target]
- Metric 3: [Before] → [Target]
**Measurement period:** 2 weeks after release
```
--- ---
@ -203,160 +62,17 @@ and interaction improvements only."
**File:** `D-Design-System/03-Atomic-Components/[Category]/[Component-Name].md` **File:** `D-Design-System/03-Atomic-Components/[Category]/[Component-Name].md`
```markdown **See:** [substeps/design-templates.md](substeps/design-templates.md) for New Component template
# Component: [Name]
**ID:** [cmp-XXX]
**Type:** [Button | Input | Card | etc.]
**Status:** New (for Update DD-XXX)
**Version:** 1.0
--- ---
## Purpose ### 4. Create Before/After Comparison
**Why this component?**
Example:
"Inline tooltip to guide users through Feature X on first use.
Needed because analytics show 40% drop-off due to confusion."
---
## Specifications
[Standard component spec format]
---
## Usage
**Where used:**
- Screen X: [Context]
- Screen Y: [Context]
**When shown:**
- First time user sees Feature X
- Can be dismissed
- Doesn't show again after dismissal
```
---
### 4. Update Existing Scenarios
**If modifying existing scenarios:**
**File:** `C-Scenarios/XX-existing-scenario/Frontend/specifications-v2.md`
```markdown
# Frontend Specification: [Scenario Name] v2.0
**Previous Version:** v1.0
**Changes:** [Summary of changes]
**Reason:** [Why we're updating]
---
## What Changed
### Change 1: [Name]
- **Before:** [Description]
- **After:** [Description]
- **Rationale:** [Why?]
### Change 2: [Name]
- **Before:** [Description]
- **After:** [Description]
- **Rationale:** [Why?]
---
## Updated Specification
[Full updated specification]
---
## Migration Notes
**For developers:**
- [What needs to change in code?]
- [Any breaking changes?]
- [Backward compatibility?]
```
---
### 5. Create Before/After Comparison
**Visual documentation of the change:** **Visual documentation of the change:**
**File:** `C-Scenarios/XX-update-name/before-after.md` **File:** `C-Scenarios/XX-update-name/before-after.md`
```markdown **See:** [substeps/design-templates.md](substeps/design-templates.md) for Before/After template
# Before/After: [Update Name]
## Before (v1.0)
**Screenshot/Description:**
[What it looked like before]
**User Experience:**
- User sees: [Description]
- User feels: [Description]
- Problem: [What was wrong?]
**Metrics:**
- Usage: 15%
- Drop-off: 40%
- Satisfaction: 3.2/5
---
## After (v2.0)
**Screenshot/Description:**
[What it looks like after]
**User Experience:**
- User sees: [Description]
- User feels: [Description]
- Improvement: [What's better?]
**Expected Metrics:**
- Usage: 60% (target)
- Drop-off: 10% (target)
- Satisfaction: 4.5/5 (target)
---
## Key Changes
1. **[Change 1]**
- Before: [Description]
- After: [Description]
- Impact: [Expected improvement]
2. **[Change 2]**
- Before: [Description]
- After: [Description]
- Impact: [Expected improvement]
3. **[Change 3]**
- Before: [Description]
- After: [Description]
- Impact: [Expected improvement]
```
--- ---
@ -378,42 +94,7 @@ Needed because analytics show 40% drop-off due to confusion."
### Hypothesis Validation ### Hypothesis Validation
```markdown **See:** [substeps/design-templates.md](substeps/design-templates.md) for Hypothesis Validation template
# Hypothesis Validation: [Update Name]
## Hypothesis
[What do we believe will happen?]
Example:
"If we add inline onboarding to Feature X, usage will
increase from 15% to 60% because users will understand
how to use it."
## Assumptions
1. [Assumption 1]
2. [Assumption 2]
3. [Assumption 3]
## Risks
1. [Risk 1]: [Mitigation]
2. [Risk 2]: [Mitigation]
## Success Criteria
- [Metric 1]: [Current] → [Target]
- [Metric 2]: [Current] → [Target]
- [Timeframe]: 2 weeks after release
## Failure Criteria
If after 2 weeks:
- [Metric 1] < [Threshold]: Rollback or iterate
- [Metric 2] < [Threshold]: Rollback or iterate
```
--- ---
@ -454,41 +135,17 @@ After designing the update:
### DO ✅ ### DO ✅
**Be surgical:** **Be surgical:** Change only what's necessary, keep scope tight
- Change only what's necessary **Be clear:** Document what's changing AND what's staying
- Keep scope tight
- One improvement at a time
**Be clear:** **Be measurable:** Define success metrics, set realistic targets
- Document what's changing
- Document what's staying
- Show before/after
**Be measurable:**
- Define success metrics
- Set realistic targets
- Plan measurement
### DON'T ❌ ### DON'T ❌
**Don't scope creep:** **Don't scope creep:** "While we're at it..." ❌
- "While we're at it..." ❌ **Don't redesign:** Complete overhaul ❌ → Targeted improvement ✅
- Stay focused ✅
**Don't redesign:**
- Complete overhaul ❌
- Targeted improvement ✅
**Don't guess:**
- Use data to validate
- Test hypotheses
- Measure impact
--- ---

340
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@ -17,7 +17,7 @@ Package your incremental improvement as a Design Delivery (DD-XXX) for BMad.
--- ---
## Design Delivery Format for All Improvements ## Design Delivery Format
**IMPORTANT:** All design work uses Design Deliveries (DD-XXX), whether it's: **IMPORTANT:** All design work uses Design Deliveries (DD-XXX), whether it's:
@ -26,21 +26,10 @@ Package your incremental improvement as a Design Delivery (DD-XXX) for BMad.
**The format is the same - only the scope and content differ!** **The format is the same - only the scope and content differ!**
### Large Scope (New Flows) | Scope | Description | Effort |
|-------|-------------|--------|
- Multiple scenarios | **Large** (New Flows) | Multiple scenarios, complete user flow | Weeks |
- Complete user flow | **Small** (Improvements) | Targeted changes, focused improvement | Days |
- Full feature implementation
- Weeks of work
### Small Scope (Improvements)
- Targeted changes
- Updates existing feature
- Focused improvement
- Days of work
**Both use DD-XXX format!**
--- ---
@ -48,256 +37,24 @@ Package your incremental improvement as a Design Delivery (DD-XXX) for BMad.
**File:** `deliveries/DD-XXX-description.yaml` **File:** `deliveries/DD-XXX-description.yaml`
**Numbering:** **Numbering:** Continue from last DD number (use leading zeros)
- Continue from last DD number **See:** [substeps/delivery-templates.md](substeps/delivery-templates.md) for complete Design Delivery template
- If last new flow was DD-010, next improvement is DD-011
- Use leading zeros (DD-001, DD-002, etc.)
**Example:**
- DD-001 to DD-010: New flows (Phases 4-7)
- DD-011: First improvement (Phase 8)
- DD-012: Second improvement (Phase 8)
--- ---
## Design Delivery Template (Small Scope) ## Key Sections in DD File
```yaml | Section | Purpose |
delivery: |---------|---------|
id: 'DD-XXX' | **improvement** | Summary, problem, solution, expected impact |
name: '[Short descriptive name]' | **changes** | Screens affected, components new/modified/unchanged |
type: 'incremental_improvement' # vs "complete_flow" for new features | **design_artifacts** | Links to specifications, components |
scope: 'update' # vs "new" for new features | **technical_requirements** | Frontend, backend, data, integrations |
version: 'v2.0' | **acceptance_criteria** | Testable criteria with verification |
previous_version: 'v1.0' | **metrics** | Baseline, targets, measurement period, rollback criteria |
created_at: '2024-12-09T14:00:00Z' | **effort** | Design, frontend, backend, testing estimates |
designer: '[Your name]' | **timeline** | Key dates from design to measurement |
status: 'ready_for_handoff'
# What's the improvement?
improvement:
summary: |
[2-3 sentence summary of what's changing and why]
Example:
"Adding inline onboarding to Feature X to improve user understanding
and increase usage from 15% to 60%. Analytics show 40% drop-off due
to confusion. This update adds tooltips, step-by-step guidance, and
success celebration."
problem: |
[What problem does this solve?]
Example:
"Feature X has low engagement (15% usage) and high drop-off (40%).
User feedback indicates confusion about how to use it. 12 support
tickets mention 'I don't understand Feature X'."
solution: |
[What's the solution?]
Example:
"Add inline onboarding that appears on first use:
- Tooltip explaining Feature X purpose
- Step-by-step guide for first action
- Success celebration when completed
- Help button for future reference"
expected_impact: |
[What will improve?]
Example:
"- Feature X usage: 15% → 60%
- Drop-off: 40% → 10%
- Support tickets: -80%
- User satisfaction: +1.5 points"
# What's changing?
changes:
scope:
screens_affected:
- 'Feature X main screen'
- 'Feature X onboarding overlay'
features_affected:
- 'Feature X interaction flow'
components_new:
- id: 'cmp-tooltip-001'
name: 'Inline Tooltip'
file: 'D-Design-System/03-Atomic-Components/Tooltips/Tooltip-Inline.md'
- id: 'cmp-guide-001'
name: 'Step Guide'
file: 'D-Design-System/03-Atomic-Components/Guides/Guide-Step.md'
components_modified:
- id: 'cmp-btn-001'
name: 'Primary Button'
changes: 'Added help icon variant'
file: 'D-Design-System/03-Atomic-Components/Buttons/Button-Primary.md'
components_unchanged:
- 'All other components remain as-is'
what_stays_same:
- 'Brand colors and typography'
- 'Core layout structure'
- 'Navigation pattern'
- 'Data model'
- 'Tech stack'
# Design artifacts
design_artifacts:
specifications:
- path: 'C-Scenarios/XX-feature-x-update/Frontend/specifications.md'
description: 'Updated Feature X specifications'
- path: 'C-Scenarios/XX-feature-x-update/change-scope.md'
description: "What's changing vs staying"
- path: 'C-Scenarios/XX-feature-x-update/before-after.md'
description: 'Before/after comparison'
components:
- path: 'D-Design-System/03-Atomic-Components/Tooltips/Tooltip-Inline.md'
description: 'New inline tooltip component'
- path: 'D-Design-System/03-Atomic-Components/Guides/Guide-Step.md'
description: 'New step guide component'
# Technical requirements
technical_requirements:
frontend:
- 'Implement inline tooltip component'
- 'Add first-use detection logic'
- 'Implement step-by-step guide'
- 'Add success celebration animation'
- 'Add help button with persistent access'
- 'Store dismissal state in user preferences'
backend:
- 'Add user preference field: feature_x_onboarding_completed'
- 'API endpoint to save dismissal state'
data:
- 'User preferences table: add feature_x_onboarding_completed (boolean)'
integrations:
- 'Analytics: Track onboarding completion'
- 'Analytics: Track help button usage'
# Acceptance criteria
acceptance_criteria:
- id: 'AC-001'
description: 'Inline tooltip appears on first use of Feature X'
verification: 'Open Feature X as new user, tooltip appears'
- id: 'AC-002'
description: 'Step guide walks user through first action'
verification: 'Follow guide, complete first action successfully'
- id: 'AC-003'
description: 'Success celebration appears on completion'
verification: 'Complete first action, celebration appears'
- id: 'AC-004'
description: "Onboarding doesn't appear on subsequent uses"
verification: 'Use Feature X again, no onboarding shown'
- id: 'AC-005'
description: 'Help button provides access to guide anytime'
verification: 'Click help button, guide appears'
- id: 'AC-006'
description: 'Dismissal state persists across sessions'
verification: 'Dismiss, logout, login, onboarding not shown'
# Testing guidance
testing_guidance:
test_scenario_file: 'test-scenarios/TS-XXX.yaml'
key_tests:
- 'First-time user experience (happy path)'
- 'Dismissal and persistence'
- 'Help button access'
- 'Edge case: Multiple devices'
- 'Edge case: Cleared cache'
success_criteria:
- 'All acceptance criteria pass'
- 'No regressions in existing functionality'
- 'Performance impact < 50ms'
- 'Accessibility: Screen reader compatible'
# Metrics and validation
metrics:
baseline:
- metric: 'Feature X usage rate'
current: '15%'
target: '60%'
- metric: 'Drop-off rate'
current: '40%'
target: '10%'
- metric: 'Support tickets (Feature X)'
current: '12/month'
target: '2/month'
- metric: 'User satisfaction'
current: '3.2/5'
target: '4.5/5'
measurement_period: '2 weeks after release'
success_threshold:
- 'Feature X usage > 50% (minimum)'
- 'Drop-off < 15% (minimum)'
- 'Support tickets < 5/month'
rollback_criteria:
- 'Feature X usage < 20% after 2 weeks'
- 'Drop-off > 35% after 2 weeks'
- 'Critical bugs reported'
# Effort estimate
effort:
design: '1 day'
frontend: '1 day'
backend: '0.5 days'
testing: '0.5 days'
total: '3 days'
complexity: 'Low'
# Timeline
timeline:
design_complete: '2024-12-09'
handoff_date: '2024-12-09'
development_start: '2024-12-10'
development_complete: '2024-12-12'
testing_complete: '2024-12-13'
release_date: '2024-12-13'
measurement_end: '2024-12-27'
# Handoff
handoff:
architect: '[BMad Architect name]'
developer: '[BMad Developer name]'
handoff_dialog_required: false # Small update, dialog optional
notes: |
Small, focused improvement. Specifications are clear.
Dialog available if questions arise.
# Related
related:
improvement_file: 'improvements/IMP-XXX-feature-x-onboarding.md'
analytics_report: 'analytics/feature-x-usage-2024-11.md'
user_feedback: 'feedback/feature-x-confusion-2024-11.md'
original_delivery: 'deliveries/DD-XXX-feature-x.yaml' # If applicable
```
--- ---
@ -307,62 +64,13 @@ related:
**Simplified for incremental improvements:** **Simplified for incremental improvements:**
```yaml **See:** [substeps/delivery-templates.md](substeps/delivery-templates.md) for Test Scenario template
test_scenario:
id: 'TS-XXX'
name: '[Update Name] Validation'
type: 'incremental_improvement'
delivery_id: 'DD-XXX'
created_at: '2024-12-09T14:00:00Z'
# Focus on what changed Key focus areas:
test_focus: - New functionality (what changed)
- 'New onboarding flow' - Regression testing (what should stay the same)
- 'Dismissal persistence' - Edge cases specific to the update
- 'Help button access' - Accessibility
- 'No regressions'
# Happy path (new functionality)
happy_path:
- id: 'HP-001'
name: 'First-time user sees onboarding'
steps:
- action: 'Open Feature X as new user'
expected: 'Inline tooltip appears'
- action: "Read tooltip, tap 'Next'"
expected: 'Step guide appears'
- action: 'Follow guide, complete action'
expected: 'Success celebration appears'
- action: 'Dismiss celebration'
expected: 'Feature X is ready to use'
# Regression testing (existing functionality)
regression_tests:
- id: 'REG-001'
name: 'Existing Feature X functionality unchanged'
steps:
- action: 'Use Feature X core functionality'
expected: 'Works exactly as before'
# Edge cases
edge_cases:
- id: 'EC-001'
name: 'Dismissal persists across sessions'
steps:
- action: 'Dismiss onboarding'
- action: 'Logout and login'
- action: 'Open Feature X'
expected: 'Onboarding not shown'
# Accessibility
accessibility:
- id: 'A11Y-001'
name: 'Screen reader announces onboarding'
checks:
- 'Tooltip announced correctly'
- 'Guide steps announced'
- 'Help button labeled'
```
--- ---

103
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@ -25,25 +25,14 @@ BMad Developer → WDS Designer
Subject: Design Delivery Complete: DD-XXX Subject: Design Delivery Complete: DD-XXX
Hi Designer!
Design Delivery DD-XXX is complete and ready for validation. Design Delivery DD-XXX is complete and ready for validation.
✅ **Implemented:** ✅ **Implemented:** [Features/changes]
- [Feature/change 1]
- [Feature/change 2]
- [Feature/change 3]
📦 **Build:** v2.1.0 📦 **Build:** v2.1.0
🌐 **Environment:** Staging 🌐 **Environment:** Staging
📱 **Device:** [Platform details]
📝 **Test Scenario:** test-scenarios/TS-XXX.yaml 📝 **Test Scenario:** test-scenarios/TS-XXX.yaml
Ready for your validation! Ready for your validation!
Thanks,
BMad Developer
``` ```
--- ---
@ -57,7 +46,6 @@ BMad Developer
**Load:** `test-scenarios/TS-XXX.yaml` **Load:** `test-scenarios/TS-XXX.yaml`
**Focus on:** **Focus on:**
- New functionality (what changed) - New functionality (what changed)
- Regression testing (what should stay the same) - Regression testing (what should stay the same)
- Edge cases specific to the update - Edge cases specific to the update
@ -74,7 +62,6 @@ BMad Developer
## New Functionality Tests ## New Functionality Tests
### HP-001: [New feature works] ### HP-001: [New feature works]
- Action: [Test new feature] - Action: [Test new feature]
- Expected: [New behavior] - Expected: [New behavior]
- Actual: [What happened] - Actual: [What happened]
@ -87,7 +74,6 @@ BMad Developer
## Regression Tests ## Regression Tests
### REG-001: [Existing feature unchanged] ### REG-001: [Existing feature unchanged]
- Action: [Use existing feature] - Action: [Use existing feature]
- Expected: [Works as before] - Expected: [Works as before]
- Actual: [What happened] - Actual: [What happened]
@ -98,60 +84,7 @@ BMad Developer
### 3. Document Results ### 3. Document Results
**Create:** `test-reports/TR-XXX-DD-XXX-validation.md` **See:** [substeps/delivery-templates.md](substeps/delivery-templates.md) for Validation Report template
```markdown
# Validation Report: DD-XXX [Name]
**Date:** 2024-12-13
**Tester:** [Your name]
**Build:** v2.1.0
**Type:** Design Delivery Validation (Incremental Improvement)
---
## Result
**Status:** [PASS | FAIL]
---
## New Functionality
### Test HP-001: [Name]
- Status: [PASS | FAIL]
- Notes: [Any observations]
[Repeat for each new functionality test]
---
## Regression Testing
### Test REG-001: [Name]
- Status: [PASS | FAIL]
- Notes: [Any observations]
[Repeat for each regression test]
---
## Issues Found
**Total:** [Number]
[If any issues, list them]
---
## Recommendation
[APPROVED | NOT APPROVED]
[Brief explanation]
```
--- ---
@ -164,10 +97,6 @@ WDS Designer → BMad Developer
Subject: DD-XXX Validation Complete - APPROVED ✅ Subject: DD-XXX Validation Complete - APPROVED ✅
Hi Developer!
Validation complete for DD-XXX!
✅ **Status:** APPROVED - Ready to ship! ✅ **Status:** APPROVED - Ready to ship!
📊 **Test Results:** 📊 **Test Results:**
@ -175,21 +104,9 @@ Validation complete for DD-XXX!
- Regression tests: No issues - Regression tests: No issues
- Issues found: 0 - Issues found: 0
📁 **Validation Report:** 🚀 **Next Steps:** Deploy to production!
test-reports/TR-XXX-DD-XXX-validation.md
🚀 **Next Steps:**
Deploy to production and start measuring impact!
Great work!
Thanks,
[Your name]
WDS Designer
``` ```
---
**If ISSUES FOUND:** **If ISSUES FOUND:**
``` ```
@ -197,24 +114,12 @@ WDS Designer → BMad Developer
Subject: DD-XXX Validation Complete - Issues Found Subject: DD-XXX Validation Complete - Issues Found
Hi Developer!
Validation complete for DD-XXX.
❌ **Status:** NOT APPROVED (issues found) ❌ **Status:** NOT APPROVED (issues found)
🐛 **Issues:** 🐛 **Issues:**
- ISS-XXX: [Issue description] - ISS-XXX: [Issue description]
- ISS-XXX: [Issue description]
📁 **Validation Report:** 🔧 **Next Steps:** Please fix issues, notify for retest.
test-reports/TR-XXX-DD-XXX-validation.md
🔧 **Next Steps:**
Please fix issues, then notify for retest.
Thanks,
[Your name]
``` ```
--- ---

316
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@ -34,100 +34,25 @@ Ship → Monitor → Learn → Improve → Ship...
### 1. Define Measurement Period ### 1. Define Measurement Period
**From Design Delivery file:** `deliveries/DD-XXX-name.yaml` **From Design Delivery file:**
```yaml ```yaml
metrics: metrics:
measurement_period: '2 weeks after release' measurement_period: '2 weeks after release'
``` ```
**Example timeline:**
- Release: 2024-12-13
- Measurement start: 2024-12-13
- Measurement end: 2024-12-27
- Report due: 2024-12-28
---
### 2. Track Key Metrics ### 2. Track Key Metrics
**From Design Delivery file:** **See:** [substeps/monitoring-templates.md](substeps/monitoring-templates.md) for Metrics Tracking Dashboard
```yaml
metrics:
baseline:
- metric: 'Feature X usage rate'
current: '15%'
target: '60%'
- metric: 'Drop-off rate'
current: '40%'
target: '10%'
```
**Create tracking dashboard:**
```markdown
# Metrics Tracking: DD-XXX
**Release Date:** 2024-12-13
**Measurement Period:** 2024-12-13 to 2024-12-27
## Daily Tracking
| Date | Feature X Usage | Drop-off Rate | Notes |
| ----- | --------------- | ------------- | ------------- |
| 12/13 | 18% | 38% | Day 1 |
| 12/14 | 22% | 35% | Trending up |
| 12/15 | 28% | 30% | Good progress |
| ... | ... | ... | ... |
| 12/27 | 58% | 12% | Final |
## Trend Analysis
[Chart or description of trends]
```
---
### 3. Gather Qualitative Feedback ### 3. Gather Qualitative Feedback
**Monitor multiple channels:** **Monitor multiple channels:**
#### User Feedback - User feedback (app reviews, in-app feedback, support tickets)
- Team feedback (developer observations, support insights)
- App store reviews **See:** [substeps/monitoring-templates.md](substeps/monitoring-templates.md) for Qualitative Feedback template
- In-app feedback
- Support tickets
- User interviews
#### Team Feedback
- Developer observations
- Support team insights
- Stakeholder reactions
**Example tracking:**
```markdown
# Qualitative Feedback: DD-XXX
## Positive Feedback (8 mentions)
- "Now I understand how to use Feature X!" (3)
- "The guide was really helpful" (2)
- "Love the new onboarding" (3)
## Negative Feedback (2 mentions)
- "Guide is too long" (1)
- "Can't skip the guide" (1)
## Neutral Feedback (3 mentions)
- "Didn't notice the change" (3)
```
--- ---
@ -137,157 +62,15 @@ metrics:
**Create:** `analytics/DD-XXX-impact-report.md` **Create:** `analytics/DD-XXX-impact-report.md`
```markdown **See:** [substeps/monitoring-templates.md](substeps/monitoring-templates.md) for Impact Report template
# Impact Report: DD-XXX [Name]
**Release Date:** 2024-12-13 Key sections:
**Measurement Period:** 2024-12-13 to 2024-12-27 - Executive summary (SUCCESS | PARTIAL | FAILURE)
**Report Date:** 2024-12-28 - Metrics results (baseline → target → actual)
- What worked / what didn't
--- - Learnings
- Recommendations (short-term, long-term)
## Executive Summary - Next Kaizen cycle opportunity
**Result:** [SUCCESS | PARTIAL SUCCESS | FAILURE]
[2-3 sentences summarizing the impact]
Example:
"Design Delivery DD-XXX successfully improved Feature X usage from
15% to 58%, nearly meeting the 60% target. Drop-off decreased
from 40% to 12%, exceeding the 10% target. User feedback is
overwhelmingly positive."
---
## Metrics Results
### Metric 1: Feature X Usage Rate
- **Baseline:** 15%
- **Target:** 60%
- **Actual:** 58%
- **Result:** 97% of target ✅ (PASS)
- **Trend:** Steady increase over 2 weeks
### Metric 2: Drop-off Rate
- **Baseline:** 40%
- **Target:** 10%
- **Actual:** 12%
- **Result:** Exceeded target ✅ (PASS)
- **Trend:** Sharp decrease in first week, stabilized
### Metric 3: Support Tickets
- **Baseline:** 12/month
- **Target:** 2/month
- **Actual:** 3/month
- **Result:** 75% reduction ✅ (PASS)
### Metric 4: User Satisfaction
- **Baseline:** 3.2/5
- **Target:** 4.5/5
- **Actual:** 4.3/5
- **Result:** 96% of target ✅ (PASS)
---
## Overall Assessment
**Success Criteria:**
- Feature X usage > 50% ✅
- Drop-off < 15% ✅
- Support tickets < 5/month ✅
**Result:** SUCCESS ✅
All success criteria met or exceeded.
---
## What Worked
1. **Inline onboarding was effective**
- Users understood Feature X immediately
- Completion rate increased significantly
2. **Step-by-step guide was helpful**
- User feedback praised the guide
- Reduced confusion
3. **Success celebration was motivating**
- Users felt accomplished
- Positive sentiment increased
---
## What Didn't Work
1. **Guide length**
- Some users found it too long
- Consider shortening in future iteration
2. **Skip option**
- Some users wanted to skip
- Consider adding "Skip" button
---
## Learnings
1. **Onboarding matters for complex features**
- Even simple features benefit from guidance
- First impression is critical
2. **Measurement validates hypotheses**
- Our hypothesis was correct
- Data-driven decisions work
3. **Small changes have big impact**
- 3-day effort → 4x usage increase
- Kaizen philosophy validated
---
## Recommendations
### Short-term (Next Sprint)
1. Add "Skip" button to guide
2. Shorten guide from 5 steps to 3 steps
3. A/B test guide length
### Long-term (Next Quarter)
1. Apply onboarding pattern to other features
2. Create reusable onboarding component
3. Measure onboarding impact across product
---
## Next Kaizen Cycle
**Based on this success, next improvement opportunity:**
[Identify next improvement based on learnings]
Example:
"Feature Y has similar low usage (20%). Apply same onboarding
pattern to Feature Y in next Kaizen cycle."
---
## Conclusion
Design Delivery DD-XXX successfully achieved its goals. The
improvement demonstrates the power of Kaizen - small, focused
changes that compound over time.
**Status:** ✅ SUCCESS - Ready for next cycle!
```
--- ---
@ -295,38 +78,7 @@ changes that compound over time.
**Communicate impact to team:** **Communicate impact to team:**
``` **See:** [substeps/monitoring-templates.md](substeps/monitoring-templates.md) for Team Results Communication template
WDS Designer → Team
Subject: Impact Report: DD-XXX - SUCCESS ✅
Hi Team!
Impact report for DD-XXX is complete!
🎉 **Result:** SUCCESS
📊 **Key Results:**
- Feature X usage: 15% → 58% (4x increase!)
- Drop-off: 40% → 12% (70% reduction!)
- Support tickets: 12/month → 3/month (75% reduction!)
- User satisfaction: 3.2/5 → 4.3/5
💡 **Key Learning:**
Small, focused improvements (3 days effort) can have massive
impact (4x usage increase). Kaizen philosophy works!
📁 **Full Report:**
analytics/DD-XXX-impact-report.md
🔄 **Next Cycle:**
Apply same pattern to Feature Y (similar low usage issue).
Thanks for the great collaboration!
[Your name]
WDS Designer
```
--- ---
@ -342,12 +94,8 @@ delivery:
result: 'success' result: 'success'
metrics_achieved: metrics_achieved:
- 'Feature X usage: 58% (target: 60%)' - 'Feature X usage: 58% (target: 60%)'
- 'Drop-off: 12% (target: 10%)'
- 'Support tickets: 3/month (target: 2/month)'
learnings: learnings:
- 'Onboarding matters for complex features' - 'Onboarding matters for complex features'
- 'Small changes have big impact'
- 'Measurement validates hypotheses'
``` ```
--- ---
@ -389,43 +137,19 @@ After monitoring and learning:
### DO ✅ ### DO ✅
**Be patient:** **Be patient:** Give changes time to work, don't end measurement early
- Give changes time to work **Be thorough:** Track all metrics, gather qualitative feedback, document learnings
- Don't end measurement early
- Wait for trends to stabilize
**Be thorough:** **Be honest:** Report actual results, acknowledge what didn't work
- Track all metrics
- Gather qualitative feedback
- Document learnings
**Be honest:**
- Report actual results
- Acknowledge what didn't work
- Learn from failures
### DON'T ❌ ### DON'T ❌
**Don't cherry-pick:** **Don't cherry-pick:** Report all metrics, not just good ones
- Report all metrics, not just good ones **Don't stop measuring:** Kaizen requires continuous measurement
- Be honest about failures
- Learn from everything
**Don't stop measuring:** **Don't skip sharing:** Team needs to know results
- Kaizen requires continuous measurement
- Always be monitoring
- Always be learning
**Don't skip sharing:**
- Team needs to know results
- Celebrate successes
- Learn from failures together
--- ---

460
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@ -29,29 +29,7 @@ Ship → Monitor → Learn → Improve → Ship → Monitor → Learn...
**This cycle never stops!** **This cycle never stops!**
--- **See:** [substeps/kaizen-principles.md](substeps/kaizen-principles.md) for Kaizen vs Kaikaku and core principles
## Kaizen vs Kaikaku
**Two approaches from Lean manufacturing:**
### Kaizen (改善) - What You're Doing Now
- **Small, incremental changes** (1-2 weeks)
- **Low cost, low risk**
- **Continuous, never stops**
- **Phase 8: Ongoing Development**
### Kaikaku (改革) - Revolutionary Change
- **Large, radical changes** (months)
- **High cost, high risk**
- **One-time transformation**
- **Phases 1-7: New Product Development**
**You're in Kaizen mode!** Small improvements that compound over time.
**See:** `src/core/resources/wds/glossary.md` for full definitions
--- ---
@ -59,37 +37,14 @@ Ship → Monitor → Learn → Improve → Ship → Monitor → Learn...
### From Impact Report ### From Impact Report
**What did you learn?** **See:** [substeps/monitoring-templates.md](substeps/monitoring-templates.md) for Learnings Documentation template
```markdown Key questions:
# Learnings from DD-XXX - What worked?
- What didn't work?
## What Worked - What patterns are emerging?
- What hypotheses were validated/rejected?
1. [Learning 1] - What new questions arose?
2. [Learning 2]
3. [Learning 3]
## What Didn't Work
1. [Learning 1]
2. [Learning 2]
## Patterns Emerging
1. [Pattern 1]
2. [Pattern 2]
## Hypotheses Validated
1. [Hypothesis 1]: ✅ Confirmed
2. [Hypothesis 2]: ❌ Rejected
## New Questions
1. [Question 1]
2. [Question 2]
```
--- ---
@ -99,90 +54,21 @@ Ship → Monitor → Learn → Improve → Ship → Monitor → Learn...
### 1. Iterate on Current Update ### 1. Iterate on Current Update
**If the update was partially successful:** If the update was partially successful - refine it.
```markdown **See:** [substeps/monitoring-templates.md](substeps/monitoring-templates.md) for "Iterate on Current Update" template
# Next Iteration: DD-XXX Refinement
**Current Status:**
- Feature X usage: 58% (target: 60%)
- User feedback: "Guide too long"
**Next Improvement:**
- Shorten guide from 5 steps to 3 steps
- Add "Skip" button
- A/B test guide length
**Expected Impact:**
- Feature X usage: 58% → 65%
- User satisfaction: 4.3/5 → 4.7/5
**Effort:** 1 day
**Priority:** Medium
```
---
### 2. Apply Pattern to Similar Feature ### 2. Apply Pattern to Similar Feature
**If the update was successful:** If the update was successful - apply the pattern elsewhere.
```markdown **See:** [substeps/monitoring-templates.md](substeps/monitoring-templates.md) for "Apply Pattern" template
# Next Opportunity: Apply Pattern to Feature Y
**Learning from DD-XXX:**
"Onboarding increases usage 4x for complex features"
**Similar Problem:**
- Feature Y usage: 20% (low)
- User feedback: "Don't understand Feature Y"
- Similar complexity to Feature X
**Proposed Solution:**
Apply same onboarding pattern to Feature Y
**Expected Impact:**
- Feature Y usage: 20% → 80% (4x increase)
- Based on DD-XXX results
**Effort:** 2 days
**Priority:** High
```
---
### 3. Address New Problem ### 3. Address New Problem
**From monitoring and feedback:** From monitoring and feedback - tackle new issues.
```markdown **See:** [substeps/monitoring-templates.md](substeps/monitoring-templates.md) for "New Problem" template
# Next Opportunity: New Problem Identified
**New Data:**
- Feature Z drop-off: 35% (increased from 20%)
- User feedback: "Feature Z is slow"
- Analytics: Load time 5 seconds (was 2 seconds)
**Root Cause:**
Recent update added heavy images, slowing load time
**Proposed Solution:**
Optimize images and implement lazy loading
**Expected Impact:**
- Load time: 5s → 2s
- Drop-off: 35% → 20%
**Effort:** 1 day
**Priority:** High
```
--- ---
@ -192,34 +78,7 @@ Optimize images and implement lazy loading
### Priority = Impact × Effort × Learning ### Priority = Impact × Effort × Learning
**Example prioritization:** **See:** [substeps/monitoring-templates.md](substeps/monitoring-templates.md) for Kaizen Prioritization template
```markdown
# Kaizen Prioritization
## Option A: Refine DD-XXX
- Impact: Medium (58% → 65%)
- Effort: Low (1 day)
- Learning: Low (incremental)
- Priority: MEDIUM
## Option B: Apply to Feature Y
- Impact: High (20% → 80%)
- Effort: Low (2 days)
- Learning: High (validates pattern)
- Priority: HIGH ✅
## Option C: Fix Feature Z Performance
- Impact: Medium (35% → 20% drop-off)
- Effort: Low (1 day)
- Learning: Medium (performance optimization)
- Priority: MEDIUM
**Decision:** Start with Option B (highest priority)
```
--- ---
@ -228,226 +87,10 @@ Optimize images and implement lazy loading
**Return to Step 8.1 with your next opportunity:** **Return to Step 8.1 with your next opportunity:**
``` ```
[C] Return to step-8.1-identify-opportunity.md [K] Return to step-8.1-identify-opportunity.md
``` ```
**Document the cycle:** **See:** [substeps/monitoring-templates.md](substeps/monitoring-templates.md) for Kaizen Cycle Log template
```markdown
# Kaizen Cycle Log
## Cycle 1: DD-001 Feature X Onboarding
- Started: 2024-12-09
- Completed: 2024-12-28
- Result: SUCCESS ✅
- Impact: 4x usage increase
- Learning: Onboarding matters for complex features
## Cycle 2: DD-002 Feature Y Onboarding
- Started: 2024-12-28
- Status: In Progress
- Goal: Apply validated pattern to similar feature
- Expected: 4x usage increase
```
---
## The Kaizen Mindset
### Small Changes Compound
**Example trajectory:**
```
Month 1:
- Cycle 1: Feature X onboarding (+40% usage)
Month 2:
- Cycle 2: Feature Y onboarding (+60% usage)
- Cycle 3: Feature Z performance (+15% retention)
Month 3:
- Cycle 4: Feature X refinement (+7% usage)
- Cycle 5: Onboarding component library (reusable)
- Cycle 6: Feature W onboarding (+50% usage)
Month 4:
- Cycle 7: Dashboard performance (+20% engagement)
- Cycle 8: Navigation improvements (+10% discoverability)
- Cycle 9: Error handling (+30% recovery rate)
Result after 4 months:
- 9 improvements shipped
- Product quality significantly improved
- User satisfaction increased
- Team learned continuously
- Competitive advantage built
```
**Each cycle takes 1-2 weeks. Small changes compound!**
---
## Kaizen Principles to Remember
### 1. Focus on Process, Not Just Results
**Bad:**
- "We need to increase usage!"
- (Pressure, no learning)
**Good:**
- "Let's understand why usage is low, test a hypothesis, measure impact, and learn."
- (Process, continuous learning)
---
### 2. Eliminate Waste (Muda 無駄)
**Types of waste in design:**
- **Overproduction:** Designing features nobody uses
- **Waiting:** Blocked on approvals or development
- **Transportation:** Handoff friction
- **Over-processing:** Excessive polish on low-impact features
- **Inventory:** Unshipped designs
- **Motion:** Inefficient workflows
- **Defects:** Bugs and rework
**Kaizen eliminates waste through:**
- Small, focused improvements
- Fast cycles (ship → learn → improve)
- Continuous measurement
- Learning from every cycle
---
### 3. Respect People and Their Insights
**Listen to:**
- Users (feedback, behavior)
- Developers (technical insights)
- Support (pain points)
- Stakeholders (business context)
- Team (observations)
**Everyone contributes to Kaizen!**
---
### 4. Standardize, Then Improve
**When you find a pattern that works:**
1. **Document it**
```markdown
# Pattern: Onboarding for Complex Features
**When to use:**
- Feature has low usage (<30%)
- User feedback indicates confusion
- Feature is complex or non-obvious
**How to implement:**
1. Inline tooltip explaining purpose
2. Step-by-step guide for first action
3. Success celebration
4. Help button for future reference
**Expected impact:**
- Usage increase: 3-4x
- Drop-off decrease: 50-70%
- Effort: 2-3 days
```
2. **Create reusable components**
```
D-Design-System/03-Atomic-Components/
├── Tooltips/Tooltip-Inline.md
├── Guides/Guide-Step.md
└── Celebrations/Celebration-Success.md
```
3. **Share with team**
- Document in shared knowledge
- Train team on pattern
- Apply consistently
4. **Improve the pattern**
- Learn from each application
- Refine based on feedback
- Evolve over time
---
## Kaizen Metrics
**Track your improvement velocity:**
```markdown
# Kaizen Metrics Dashboard
## This Quarter (Q1 2025)
**Cycles Completed:** 9
**Average Cycle Time:** 10 days
**Success Rate:** 78% (7/9 successful)
**Impact:**
- Feature usage improvements: 6 features (+40% avg)
- Performance improvements: 2 features (+15% avg)
- User satisfaction: 3.2/5 → 4.1/5 (+28%)
**Learnings:**
- 12 patterns documented
- 8 reusable components created
- 3 hypotheses validated
**Team Growth:**
- Designer: Faster iteration
- Developer: Better collaboration
- Product: Data-driven decisions
```
---
## When to Pause Kaizen
**Kaizen never stops, but you might pause for:**
### 1. Major Strategic Shift
- New product direction
- Pivot or rebrand
- Complete redesign needed
### 2. Team Capacity
- Team overwhelmed
- Need to catch up on backlog
- Need to stabilize
### 3. Measurement Period
- Waiting for data
- Seasonal variations
- External factors
**But always return to Kaizen!**
--- ---
@ -479,8 +122,6 @@ Result after 4 months:
Start next improvement cycle Start next improvement cycle
``` ```
---
### Path B: New Product Feature ### Path B: New Product Feature
``` ```
@ -491,57 +132,36 @@ Result after 4 months:
--- ---
## The Big Picture ## When to Pause Kaizen
**You've completed a full Kaizen cycle!** **Kaizen never stops, but you might pause for:**
``` - Major strategic shift (new product direction, pivot)
Phase 8.1: Identify Opportunity ✅ - Team capacity (overwhelmed, need to stabilize)
Phase 8.2: Gather Context ✅ - Measurement period (waiting for data)
Phase 8.3: Design Update ✅
Phase 8.4: Create Delivery ✅
Phase 8.5: Hand Off ✅
Phase 8.6: Validate ✅
Phase 8.7: Monitor Impact ✅
Phase 8.8: Iterate ✅ (you are here!)
→ Return to 8.1 and repeat! **But always return to Kaizen!**
```
--- ---
## Kaizen Success Story ## Success Metrics
**Example: 6 months of Kaizen:** ✅ Learnings reviewed
✅ Next opportunity identified
``` ✅ Prioritization complete
Starting Point: ✅ Next cycle started
- Product satisfaction: 3.2/5 ✅ Cycle log updated
- Feature usage: 25% average
- Support tickets: 50/month
- Churn rate: 15%
After 6 Months (24 Kaizen cycles):
- Product satisfaction: 4.3/5 (+34%)
- Feature usage: 65% average (+160%)
- Support tickets: 12/month (-76%)
- Churn rate: 6% (-60%)
Investment:
- 24 cycles × 1.5 weeks = 36 weeks
- Small, focused improvements
- Continuous learning
- Compounding results
Result:
- Product transformed
- Team learned continuously
- Competitive advantage built
- Users delighted
```
**This is the power of Kaizen!** 改善
--- ---
**Remember:** Great products aren't built in one big redesign. They're built through continuous, disciplined improvement. One cycle at a time. Forever.\*\* 🎯✨🔄 ## Failure Modes
❌ Not reviewing learnings
❌ Not identifying next opportunity
❌ Stopping after one cycle
❌ Not prioritizing effectively
❌ Scope creep (turning Kaizen into Kaikaku)
---
**Remember:** Great products aren't built in one big redesign. They're built through continuous, disciplined improvement. One cycle at a time. Forever. 改善

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# Context Templates
Templates for gathering context in Phase 8 (Ongoing Development).
---
## Limited Project Brief Template
**File:** `A-Project-Brief/limited-brief.md`
```markdown
# Limited Project Brief: [Product Name]
**Type:** Existing Product Improvement
**Date:** 2024-12-09
**Designer:** [Your name]
---
## Strategic Challenge
**Problem:**
[What specific problem are we solving?]
Example:
"User onboarding has 60% drop-off rate. Users don't understand
the family concept and abandon during setup."
**Impact:**
[Why does this matter?]
Example:
"- 60% of new users never reach the dashboard
- Acquisition cost is wasted on users who drop off
- Growth is limited by poor onboarding
- Estimated revenue loss: $50K/month"
**Root Cause:**
[Why is this happening?]
Example:
"- 'Family' concept is unclear (Swedish cultural context)
- Too many steps feel like homework
- No sense of progress or achievement
- Value proposition not clear upfront"
---
## Why WDS Designer?
**Why bring in a linchpin designer now?**
Example:
"We need expert UX design to:
- Understand user psychology and motivation
- Redesign onboarding flow for clarity
- Balance business goals with user needs
- Improve completion rates to 80%+"
---
## Scope
**What are we changing?**
Example:
"Redesign onboarding flow (4 screens):
- Welcome screen (update copy and visuals)
- Family setup (simplify and clarify concept)
- Dog addition (make it optional for MVP)
- Success state (add celebration and next steps)"
**What are we NOT changing?**
Example:
"- Tech stack: React Native + Supabase (already built)
- Brand: Colors and logo are fixed
- Other features: Only touch onboarding
- Timeline: 2 weeks to design + implement"
---
## Success Criteria
**How will we measure success?**
Example:
"- Onboarding completion rate > 80% (from 40%)
- Time to complete < 2 minutes
- User satisfaction score > 4.5/5
- 30-day retention > 60%"
---
## Constraints
**What can't we change?**
Example:
"- Tech stack: React Native + Supabase
- Brand: Colors, logo, typography fixed
- Timeline: 2 weeks total
- Budget: No additional development resources
- Scope: Only onboarding, don't touch dashboard"
---
## Timeline
**Week 1:** Design + Specifications
**Week 2:** Implementation + Validation
---
## Stakeholders
**Product Manager:** [Name]
**Developer:** [Name]
**Designer (WDS):** [Your name]
```
---
## Improvement Opportunity Template
**File:** `improvements/IMP-XXX-description.md`
```markdown
# Improvement: [Short Description]
**ID:** IMP-XXX
**Type:** [Feature Enhancement | Bug Fix | Performance | UX Improvement]
**Priority:** [High | Medium | Low]
**Status:** Identified
**Date:** 2024-12-09
---
## Opportunity
**What are we improving?**
Example:
"Feature X has low engagement (15% usage) and high drop-off (40%).
User feedback indicates confusion about how to use it."
**Why does this matter?**
Example:
"Feature X is a core value proposition. Low usage means users
aren't getting full value from the product. This impacts
retention and satisfaction."
---
## Data
**Analytics:**
- Feature X usage: 15% (target: 60%)
- Drop-off at Feature X: 40%
- Time spent: 30 seconds (too short)
**User Feedback:**
- "I don't understand how to use Feature X" (12 mentions)
- "Feature X seems broken" (3 mentions)
**Hypothesis:**
Users don't understand how to use Feature X because there's
no onboarding or guidance.
---
## Proposed Solution
**What will we change?**
Example:
"Add inline onboarding to Feature X:
- Tooltip on first use explaining purpose
- Step-by-step guide for first action
- Success celebration when completed
- Help button for future reference"
**Expected Impact:**
- Feature X usage: 15% → 60%
- Drop-off: 40% → 10%
- User satisfaction: +1.5 points
---
## Effort Estimate
**Design:** 1 day
**Implementation:** 1 day
**Testing:** 0.5 days
**Total:** 2.5 days
---
## Success Metrics
**How will we measure success?**
- Feature X usage > 60% (within 2 weeks)
- Drop-off < 10%
- User feedback mentions decrease
- Support tickets about Feature X decrease
---
## Timeline
**Week 1:** Design + Implement + Test
**Week 2:** Monitor impact
---
## Next Steps
1. Design inline onboarding (Step 8.3)
2. Create Design Delivery (Step 8.4)
3. Hand off to BMad (Step 8.5)
4. Validate implementation (Step 8.6)
5. Monitor impact (Step 8.7)
```
---
## First Impressions Template
```markdown
# First Impressions: [Product Name]
**Date:** 2024-12-09
**Context:** First-time user, no prior knowledge
## Onboarding
- Step 1: [What happened? How did it feel?]
- Step 2: [What happened? How did it feel?]
- Confusion points: [Where was I confused?]
- Delights: [What felt great?]
## Core Features
- Feature X: [Experience]
- Feature Y: [Experience]
## Overall Impression
[What's your gut feeling about this product?]
```
---
## Focused Trigger Map Template
**File:** `B-Trigger-Map/focused-trigger-map.md`
```markdown
# Focused Trigger Map: [Challenge Name]
**Context:** Existing product improvement
**Focus:** [Specific feature/flow you're improving]
---
## Trigger Moment
**When does this happen?**
Example:
"User completes signup and reaches dashboard for first time"
---
## Current Experience
**What happens now?**
Example:
"1. Welcome screen (confusing value prop)
2. Family setup (unclear what 'family' means)
3. Dog addition (forced, feels like homework)
4. 60% drop off before reaching dashboard"
---
## Desired Outcome
**What should happen?**
Example:
"User understands value, completes setup smoothly,
reaches dashboard feeling confident and excited"
---
## Barriers
**What's preventing the desired outcome?**
Example:
"- Unclear value proposition
- 'Family' concept is confusing (cultural context)
- Forced dog addition feels like work
- No sense of progress or achievement
- No celebration of completion"
---
## Solution Focus
**What will we change to remove barriers?**
Example:
"- Clarify value prop on welcome screen
- Simplify family concept explanation
- Make dog addition optional
- Add progress indicators
- Add celebration on completion"
```
---
## Analytics Deep Dive Template
```markdown
# Analytics: Feature X Improvement
**Date Range:** Last 30 days
**Focus:** Feature X engagement
## Usage Metrics
- Users who saw Feature X: 1,200
- Users who used Feature X: 180 (15%)
- Users who completed action: 90 (7.5%)
- Drop-off point: Step 2 (40% drop off)
## User Segments
- New users: 10% usage
- Returning users: 20% usage
- Power users: 60% usage
## Insight
New and returning users struggle with Feature X.
Power users understand it. Suggests onboarding gap.
```
---
## User Feedback Analysis Template
```markdown
# User Feedback: Feature X
**Date Range:** Last 30 days
**Total Mentions:** 24
## Themes
### Confusion (12 mentions)
- "I don't understand how to use Feature X"
- "Feature X seems broken"
- "What is Feature X for?"
### Requests (8 mentions)
- "Can Feature X do Y?"
- "Wish Feature X had Z"
### Praise (4 mentions)
- "Once I figured it out, Feature X is great!"
- "Feature X saves me time"
## Insight
Users who figure out Feature X love it.
But most users never figure it out.
Onboarding is the problem.
```
---
## Context Synthesis Template
```markdown
# Context Synthesis: [Improvement Name]
## What We Know
1. [Key insight from analytics]
2. [Key insight from user feedback]
3. [Key insight from competitive analysis]
4. [Key insight from original design]
## Root Cause
[Why is this problem happening?]
## Hypothesis
[What do we believe will solve it?]
## Validation Plan
[How will we know if we're right?]
```

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# Delivery Templates
Templates for Design Deliveries and Test Scenarios in Phase 8.
---
## Design Delivery Template (Small Scope)
**File:** `deliveries/DD-XXX-description.yaml`
```yaml
delivery:
id: 'DD-XXX'
name: '[Short descriptive name]'
type: 'incremental_improvement' # vs "complete_flow" for new features
scope: 'update' # vs "new" for new features
version: 'v2.0'
previous_version: 'v1.0'
created_at: '2024-12-09T14:00:00Z'
designer: '[Your name]'
status: 'ready_for_handoff'
# What's the improvement?
improvement:
summary: |
[2-3 sentence summary of what's changing and why]
Example:
"Adding inline onboarding to Feature X to improve user understanding
and increase usage from 15% to 60%. Analytics show 40% drop-off due
to confusion. This update adds tooltips, step-by-step guidance, and
success celebration."
problem: |
[What problem does this solve?]
Example:
"Feature X has low engagement (15% usage) and high drop-off (40%).
User feedback indicates confusion about how to use it. 12 support
tickets mention 'I don't understand Feature X'."
solution: |
[What's the solution?]
Example:
"Add inline onboarding that appears on first use:
- Tooltip explaining Feature X purpose
- Step-by-step guide for first action
- Success celebration when completed
- Help button for future reference"
expected_impact: |
[What will improve?]
Example:
"- Feature X usage: 15% → 60%
- Drop-off: 40% → 10%
- Support tickets: -80%
- User satisfaction: +1.5 points"
# What's changing?
changes:
scope:
screens_affected:
- 'Feature X main screen'
- 'Feature X onboarding overlay'
features_affected:
- 'Feature X interaction flow'
components_new:
- id: 'cmp-tooltip-001'
name: 'Inline Tooltip'
file: 'D-Design-System/03-Atomic-Components/Tooltips/Tooltip-Inline.md'
components_modified:
- id: 'cmp-btn-001'
name: 'Primary Button'
changes: 'Added help icon variant'
file: 'D-Design-System/03-Atomic-Components/Buttons/Button-Primary.md'
components_unchanged:
- 'All other components remain as-is'
what_stays_same:
- 'Brand colors and typography'
- 'Core layout structure'
- 'Navigation pattern'
- 'Data model'
- 'Tech stack'
# Design artifacts
design_artifacts:
specifications:
- path: 'C-Scenarios/XX-feature-x-update/Frontend/specifications.md'
description: 'Updated Feature X specifications'
- path: 'C-Scenarios/XX-feature-x-update/change-scope.md'
description: "What's changing vs staying"
- path: 'C-Scenarios/XX-feature-x-update/before-after.md'
description: 'Before/after comparison'
components:
- path: 'D-Design-System/03-Atomic-Components/Tooltips/Tooltip-Inline.md'
description: 'New inline tooltip component'
# Technical requirements
technical_requirements:
frontend:
- 'Implement inline tooltip component'
- 'Add first-use detection logic'
- 'Implement step-by-step guide'
- 'Add success celebration animation'
- 'Add help button with persistent access'
- 'Store dismissal state in user preferences'
backend:
- 'Add user preference field: feature_x_onboarding_completed'
- 'API endpoint to save dismissal state'
data:
- 'User preferences table: add feature_x_onboarding_completed (boolean)'
integrations:
- 'Analytics: Track onboarding completion'
- 'Analytics: Track help button usage'
# Acceptance criteria
acceptance_criteria:
- id: 'AC-001'
description: 'Inline tooltip appears on first use of Feature X'
verification: 'Open Feature X as new user, tooltip appears'
- id: 'AC-002'
description: 'Step guide walks user through first action'
verification: 'Follow guide, complete first action successfully'
- id: 'AC-003'
description: 'Success celebration appears on completion'
verification: 'Complete first action, celebration appears'
- id: 'AC-004'
description: "Onboarding doesn't appear on subsequent uses"
verification: 'Use Feature X again, no onboarding shown'
- id: 'AC-005'
description: 'Help button provides access to guide anytime'
verification: 'Click help button, guide appears'
- id: 'AC-006'
description: 'Dismissal state persists across sessions'
verification: 'Dismiss, logout, login, onboarding not shown'
# Testing guidance
testing_guidance:
test_scenario_file: 'test-scenarios/TS-XXX.yaml'
key_tests:
- 'First-time user experience (happy path)'
- 'Dismissal and persistence'
- 'Help button access'
- 'Edge case: Multiple devices'
- 'Edge case: Cleared cache'
success_criteria:
- 'All acceptance criteria pass'
- 'No regressions in existing functionality'
- 'Performance impact < 50ms'
- 'Accessibility: Screen reader compatible'
# Metrics and validation
metrics:
baseline:
- metric: 'Feature X usage rate'
current: '15%'
target: '60%'
- metric: 'Drop-off rate'
current: '40%'
target: '10%'
- metric: 'Support tickets (Feature X)'
current: '12/month'
target: '2/month'
- metric: 'User satisfaction'
current: '3.2/5'
target: '4.5/5'
measurement_period: '2 weeks after release'
success_threshold:
- 'Feature X usage > 50% (minimum)'
- 'Drop-off < 15% (minimum)'
- 'Support tickets < 5/month'
rollback_criteria:
- 'Feature X usage < 20% after 2 weeks'
- 'Drop-off > 35% after 2 weeks'
- 'Critical bugs reported'
# Effort estimate
effort:
design: '1 day'
frontend: '1 day'
backend: '0.5 days'
testing: '0.5 days'
total: '3 days'
complexity: 'Low'
# Timeline
timeline:
design_complete: '2024-12-09'
handoff_date: '2024-12-09'
development_start: '2024-12-10'
development_complete: '2024-12-12'
testing_complete: '2024-12-13'
release_date: '2024-12-13'
measurement_end: '2024-12-27'
# Handoff
handoff:
architect: '[BMad Architect name]'
developer: '[BMad Developer name]'
handoff_dialog_required: false # Small update, dialog optional
notes: |
Small, focused improvement. Specifications are clear.
Dialog available if questions arise.
# Related
related:
improvement_file: 'improvements/IMP-XXX-feature-x-onboarding.md'
analytics_report: 'analytics/feature-x-usage-2024-11.md'
user_feedback: 'feedback/feature-x-confusion-2024-11.md'
original_delivery: 'deliveries/DD-XXX-feature-x.yaml' # If applicable
```
---
## Test Scenario Template (Incremental Improvement)
**File:** `test-scenarios/TS-XXX-description.yaml`
```yaml
test_scenario:
id: 'TS-XXX'
name: '[Update Name] Validation'
type: 'incremental_improvement'
delivery_id: 'DD-XXX'
created_at: '2024-12-09T14:00:00Z'
# Focus on what changed
test_focus:
- 'New onboarding flow'
- 'Dismissal persistence'
- 'Help button access'
- 'No regressions'
# Happy path (new functionality)
happy_path:
- id: 'HP-001'
name: 'First-time user sees onboarding'
steps:
- action: 'Open Feature X as new user'
expected: 'Inline tooltip appears'
- action: "Read tooltip, tap 'Next'"
expected: 'Step guide appears'
- action: 'Follow guide, complete action'
expected: 'Success celebration appears'
- action: 'Dismiss celebration'
expected: 'Feature X is ready to use'
# Regression testing (existing functionality)
regression_tests:
- id: 'REG-001'
name: 'Existing Feature X functionality unchanged'
steps:
- action: 'Use Feature X core functionality'
expected: 'Works exactly as before'
# Edge cases
edge_cases:
- id: 'EC-001'
name: 'Dismissal persists across sessions'
steps:
- action: 'Dismiss onboarding'
- action: 'Logout and login'
- action: 'Open Feature X'
expected: 'Onboarding not shown'
# Accessibility
accessibility:
- id: 'A11Y-001'
name: 'Screen reader announces onboarding'
checks:
- 'Tooltip announced correctly'
- 'Guide steps announced'
- 'Help button labeled'
```
---
## Validation Report Template
**File:** `test-reports/TR-XXX-DD-XXX-validation.md`
```markdown
# Validation Report: DD-XXX [Name]
**Date:** 2024-12-13
**Tester:** [Your name]
**Build:** v2.1.0
**Type:** Design Delivery Validation (Incremental Improvement)
---
## Result
**Status:** [PASS | FAIL]
---
## New Functionality
### Test HP-001: [Name]
- Status: [PASS | FAIL]
- Notes: [Any observations]
[Repeat for each new functionality test]
---
## Regression Testing
### Test REG-001: [Name]
- Status: [PASS | FAIL]
- Notes: [Any observations]
[Repeat for each regression test]
---
## Issues Found
**Total:** [Number]
[If any issues, list them]
---
## Recommendation
[APPROVED | NOT APPROVED]
[Brief explanation]
```

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# Design Templates
Templates for designing incremental updates in Phase 8.
---
## Change Scope Template
**File:** `C-Scenarios/XX-update-name/change-scope.md`
```markdown
# Change Scope: [Update Name]
## What's Changing
### Screen/Feature: [Name]
**Changes:**
- [ ] Copy/messaging
- [ ] Visual hierarchy
- [ ] Component usage
- [ ] User flow
- [ ] Interaction pattern
- [ ] Data structure
**Specific changes:**
1. [Specific change 1]
2. [Specific change 2]
3. [Specific change 3]
---
## What's Staying
**Unchanged:**
- ✓ Brand colors
- ✓ Typography
- ✓ Core layout structure
- ✓ Navigation pattern
- ✓ Tech stack
- ✓ Data model
**Rationale:**
[Why are we keeping these unchanged?]
Example:
"Brand colors and typography are fixed by brand guidelines.
Core layout structure works well and changing it would
require extensive development. We're focusing on content
and interaction improvements only."
```
---
## Update Specification Template
**File:** `C-Scenarios/XX-update-name/Frontend/specifications.md`
```markdown
# Frontend Specification: [Screen Name] UPDATE
**Type:** Incremental Update
**Version:** v2.0
**Previous Version:** v1.0 (see: archive/v1.0-specifications.md)
---
## Change Summary
**What's different from v1.0?**
1. [Change 1]: [Brief description]
2. [Change 2]: [Brief description]
3. [Change 3]: [Brief description]
---
## Updated Screen Structure
### Before (v1.0)
[Describe old structure]
### After (v2.0)
[Describe new structure]
---
## Component Changes
### New Components
- [Component name]: [Purpose]
### Modified Components
- [Component name]: [What changed?]
### Removed Components
- [Component name]: [Why removed?]
### Unchanged Components
- [Component name]: [Still used as-is]
---
## Interaction Changes
### Before (v1.0)
1. User does X
2. System responds Y
3. User sees Z
### After (v2.0)
1. User does X
2. **NEW:** System shows guidance
3. System responds Y
4. **NEW:** System celebrates success
5. User sees Z
---
## Copy Changes
### Before (v1.0)
"[Old copy]"
### After (v2.0)
"[New copy]"
**Rationale:** [Why this change?]
---
## Visual Changes
### Before (v1.0)
- Hierarchy: [Description]
- Emphasis: [Description]
- Spacing: [Description]
### After (v2.0)
- Hierarchy: [What changed?]
- Emphasis: [What changed?]
- Spacing: [What changed?]
---
## Success Metrics
**How will we measure if this update works?**
- Metric 1: [Before] → [Target]
- Metric 2: [Before] → [Target]
- Metric 3: [Before] → [Target]
**Measurement period:** 2 weeks after release
```
---
## New Component Template
**File:** `D-Design-System/03-Atomic-Components/[Category]/[Component-Name].md`
```markdown
# Component: [Name]
**ID:** [cmp-XXX]
**Type:** [Button | Input | Card | etc.]
**Status:** New (for Update DD-XXX)
**Version:** 1.0
---
## Purpose
**Why this component?**
Example:
"Inline tooltip to guide users through Feature X on first use.
Needed because analytics show 40% drop-off due to confusion."
---
## Specifications
[Standard component spec format]
---
## Usage
**Where used:**
- Screen X: [Context]
- Screen Y: [Context]
**When shown:**
- First time user sees Feature X
- Can be dismissed
- Doesn't show again after dismissal
```
---
## Before/After Comparison Template
**File:** `C-Scenarios/XX-update-name/before-after.md`
```markdown
# Before/After: [Update Name]
## Before (v1.0)
**Screenshot/Description:**
[What it looked like before]
**User Experience:**
- User sees: [Description]
- User feels: [Description]
- Problem: [What was wrong?]
**Metrics:**
- Usage: 15%
- Drop-off: 40%
- Satisfaction: 3.2/5
---
## After (v2.0)
**Screenshot/Description:**
[What it looks like after]
**User Experience:**
- User sees: [Description]
- User feels: [Description]
- Improvement: [What's better?]
**Expected Metrics:**
- Usage: 60% (target)
- Drop-off: 10% (target)
- Satisfaction: 4.5/5 (target)
---
## Key Changes
1. **[Change 1]**
- Before: [Description]
- After: [Description]
- Impact: [Expected improvement]
2. **[Change 2]**
- Before: [Description]
- After: [Description]
- Impact: [Expected improvement]
3. **[Change 3]**
- Before: [Description]
- After: [Description]
- Impact: [Expected improvement]
```
---
## Hypothesis Validation Template
```markdown
# Hypothesis Validation: [Update Name]
## Hypothesis
[What do we believe will happen?]
Example:
"If we add inline onboarding to Feature X, usage will
increase from 15% to 60% because users will understand
how to use it."
## Assumptions
1. [Assumption 1]
2. [Assumption 2]
3. [Assumption 3]
## Risks
1. [Risk 1]: [Mitigation]
2. [Risk 2]: [Mitigation]
## Success Criteria
- [Metric 1]: [Current] → [Target]
- [Metric 2]: [Current] → [Target]
- [Timeframe]: 2 weeks after release
## Failure Criteria
If after 2 weeks:
- [Metric 1] < [Threshold]: Rollback or iterate
- [Metric 2] < [Threshold]: Rollback or iterate
```
---
## Design Self-Review Checklist
- [ ] Does this solve the root cause?
- [ ] Is this the smallest change that could work?
- [ ] Does this align with existing design system?
- [ ] Is this technically feasible?
- [ ] Can we measure the impact?
- [ ] Does this create new problems?
- [ ] Have we considered edge cases?

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# Kaizen Principles
Core principles and patterns for continuous improvement in Phase 8.
---
## The Kaizen Philosophy
**改善 (Kaizen) = Continuous Improvement**
```
Ship → Monitor → Learn → Improve → Ship → Monitor → Learn...
```
**This cycle never stops!**
---
## Kaizen vs Kaikaku
**Two approaches from Lean manufacturing:**
### Kaizen (改善) - What You're Doing Now
- **Small, incremental changes** (1-2 weeks)
- **Low cost, low risk**
- **Continuous, never stops**
- **Phase 8: Ongoing Development**
### Kaikaku (改革) - Revolutionary Change
- **Large, radical changes** (months)
- **High cost, high risk**
- **One-time transformation**
- **Phases 1-7: New Product Development**
**You're in Kaizen mode!** Small improvements that compound over time.
**See:** `src/core/resources/wds/glossary.md` for full definitions
---
## Kaizen Principle 1: Focus on Process, Not Just Results
**Bad:**
- "We need to increase usage!"
- (Pressure, no learning)
**Good:**
- "Let's understand why usage is low, test a hypothesis, measure impact, and learn."
- (Process, continuous learning)
---
## Kaizen Principle 2: Eliminate Waste (Muda 無駄)
**Types of waste in design:**
- **Overproduction:** Designing features nobody uses
- **Waiting:** Blocked on approvals or development
- **Transportation:** Handoff friction
- **Over-processing:** Excessive polish on low-impact features
- **Inventory:** Unshipped designs
- **Motion:** Inefficient workflows
- **Defects:** Bugs and rework
**Kaizen eliminates waste through:**
- Small, focused improvements
- Fast cycles (ship → learn → improve)
- Continuous measurement
- Learning from every cycle
---
## Kaizen Principle 3: Respect People and Their Insights
**Listen to:**
- Users (feedback, behavior)
- Developers (technical insights)
- Support (pain points)
- Stakeholders (business context)
- Team (observations)
**Everyone contributes to Kaizen!**
---
## Kaizen Principle 4: Standardize, Then Improve
**When you find a pattern that works:**
1. **Document it**
```markdown
# Pattern: Onboarding for Complex Features
**When to use:**
- Feature has low usage (<30%)
- User feedback indicates confusion
- Feature is complex or non-obvious
**How to implement:**
1. Inline tooltip explaining purpose
2. Step-by-step guide for first action
3. Success celebration
4. Help button for future reference
**Expected impact:**
- Usage increase: 3-4x
- Drop-off decrease: 50-70%
- Effort: 2-3 days
```
2. **Create reusable components**
```
D-Design-System/03-Atomic-Components/
├── Tooltips/Tooltip-Inline.md
├── Guides/Guide-Step.md
└── Celebrations/Celebration-Success.md
```
3. **Share with team**
- Document in shared knowledge
- Train team on pattern
- Apply consistently
4. **Improve the pattern**
- Learn from each application
- Refine based on feedback
- Evolve over time
---
## Kaizen Prioritization Framework
### Priority = Impact × Effort × Learning
**Impact:** How much will this improve the product?
- High: Solves major user pain, improves key metric
- Medium: Improves experience, minor metric impact
- Low: Nice to have, minimal impact
**Effort:** How hard is this to implement?
- Low: 1-2 days
- Medium: 3-5 days
- High: 1-2 weeks
**Learning:** How much will we learn?
- High: Tests important hypothesis
- Medium: Validates assumption
- Low: Incremental improvement
---
## Kaizen Metrics Dashboard Example
```markdown
# Kaizen Metrics Dashboard
## This Quarter (Q1 2025)
**Cycles Completed:** 9
**Average Cycle Time:** 10 days
**Success Rate:** 78% (7/9 successful)
**Impact:**
- Feature usage improvements: 6 features (+40% avg)
- Performance improvements: 2 features (+15% avg)
- User satisfaction: 3.2/5 → 4.1/5 (+28%)
**Learnings:**
- 12 patterns documented
- 8 reusable components created
- 3 hypotheses validated
**Team Growth:**
- Designer: Faster iteration
- Developer: Better collaboration
- Product: Data-driven decisions
```
---
## When to Pause Kaizen
**Kaizen never stops, but you might pause for:**
### 1. Major Strategic Shift
- New product direction
- Pivot or rebrand
- Complete redesign needed
### 2. Team Capacity
- Team overwhelmed
- Need to catch up on backlog
- Need to stabilize
### 3. Measurement Period
- Waiting for data
- Seasonal variations
- External factors
**But always return to Kaizen!**
---
## Small Changes Compound
**Example trajectory:**
```
Month 1:
- Cycle 1: Feature X onboarding (+40% usage)
Month 2:
- Cycle 2: Feature Y onboarding (+60% usage)
- Cycle 3: Feature Z performance (+15% retention)
Month 3:
- Cycle 4: Feature X refinement (+7% usage)
- Cycle 5: Onboarding component library (reusable)
- Cycle 6: Feature W onboarding (+50% usage)
Month 4:
- Cycle 7: Dashboard performance (+20% engagement)
- Cycle 8: Navigation improvements (+10% discoverability)
- Cycle 9: Error handling (+30% recovery rate)
Result after 4 months:
- 9 improvements shipped
- Product quality significantly improved
- User satisfaction increased
- Team learned continuously
- Competitive advantage built
```
**Each cycle takes 1-2 weeks. Small changes compound!**
---
## Kaizen Success Story Example
```
Starting Point:
- Product satisfaction: 3.2/5
- Feature usage: 25% average
- Support tickets: 50/month
- Churn rate: 15%
After 6 Months (24 Kaizen cycles):
- Product satisfaction: 4.3/5 (+34%)
- Feature usage: 65% average (+160%)
- Support tickets: 12/month (-76%)
- Churn rate: 6% (-60%)
Investment:
- 24 cycles × 1.5 weeks = 36 weeks
- Small, focused improvements
- Continuous learning
- Compounding results
Result:
- Product transformed
- Team learned continuously
- Competitive advantage built
- Users delighted
```
**This is the power of Kaizen!** 改善
---
**Remember:** Great products aren't built in one big redesign. They're built through continuous, disciplined improvement. One cycle at a time. Forever.

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# Monitoring Templates
Templates for monitoring impact and iterating in Phase 8.
---
## Metrics Tracking Dashboard
```markdown
# Metrics Tracking: DD-XXX
**Release Date:** 2024-12-13
**Measurement Period:** 2024-12-13 to 2024-12-27
## Daily Tracking
| Date | Feature X Usage | Drop-off Rate | Notes |
| ----- | --------------- | ------------- | ------------- |
| 12/13 | 18% | 38% | Day 1 |
| 12/14 | 22% | 35% | Trending up |
| 12/15 | 28% | 30% | Good progress |
| ... | ... | ... | ... |
| 12/27 | 58% | 12% | Final |
## Trend Analysis
[Chart or description of trends]
```
---
## Qualitative Feedback Tracking
```markdown
# Qualitative Feedback: DD-XXX
## Positive Feedback (8 mentions)
- "Now I understand how to use Feature X!" (3)
- "The guide was really helpful" (2)
- "Love the new onboarding" (3)
## Negative Feedback (2 mentions)
- "Guide is too long" (1)
- "Can't skip the guide" (1)
## Neutral Feedback (3 mentions)
- "Didn't notice the change" (3)
```
---
## Impact Report Template
**File:** `analytics/DD-XXX-impact-report.md`
```markdown
# Impact Report: DD-XXX [Name]
**Release Date:** 2024-12-13
**Measurement Period:** 2024-12-13 to 2024-12-27
**Report Date:** 2024-12-28
---
## Executive Summary
**Result:** [SUCCESS | PARTIAL SUCCESS | FAILURE]
[2-3 sentences summarizing the impact]
Example:
"Design Delivery DD-XXX successfully improved Feature X usage from
15% to 58%, nearly meeting the 60% target. Drop-off decreased
from 40% to 12%, exceeding the 10% target. User feedback is
overwhelmingly positive."
---
## Metrics Results
### Metric 1: Feature X Usage Rate
- **Baseline:** 15%
- **Target:** 60%
- **Actual:** 58%
- **Result:** 97% of target ✅ (PASS)
- **Trend:** Steady increase over 2 weeks
### Metric 2: Drop-off Rate
- **Baseline:** 40%
- **Target:** 10%
- **Actual:** 12%
- **Result:** Exceeded target ✅ (PASS)
- **Trend:** Sharp decrease in first week, stabilized
### Metric 3: Support Tickets
- **Baseline:** 12/month
- **Target:** 2/month
- **Actual:** 3/month
- **Result:** 75% reduction ✅ (PASS)
### Metric 4: User Satisfaction
- **Baseline:** 3.2/5
- **Target:** 4.5/5
- **Actual:** 4.3/5
- **Result:** 96% of target ✅ (PASS)
---
## Overall Assessment
**Success Criteria:**
- Feature X usage > 50% ✅
- Drop-off < 15% ✅
- Support tickets < 5/month ✅
**Result:** SUCCESS ✅
All success criteria met or exceeded.
---
## What Worked
1. **Inline onboarding was effective**
- Users understood Feature X immediately
- Completion rate increased significantly
2. **Step-by-step guide was helpful**
- User feedback praised the guide
- Reduced confusion
3. **Success celebration was motivating**
- Users felt accomplished
- Positive sentiment increased
---
## What Didn't Work
1. **Guide length**
- Some users found it too long
- Consider shortening in future iteration
2. **Skip option**
- Some users wanted to skip
- Consider adding "Skip" button
---
## Learnings
1. **Onboarding matters for complex features**
- Even simple features benefit from guidance
- First impression is critical
2. **Measurement validates hypotheses**
- Our hypothesis was correct
- Data-driven decisions work
3. **Small changes have big impact**
- 3-day effort → 4x usage increase
- Kaizen philosophy validated
---
## Recommendations
### Short-term (Next Sprint)
1. Add "Skip" button to guide
2. Shorten guide from 5 steps to 3 steps
3. A/B test guide length
### Long-term (Next Quarter)
1. Apply onboarding pattern to other features
2. Create reusable onboarding component
3. Measure onboarding impact across product
---
## Next Kaizen Cycle
**Based on this success, next improvement opportunity:**
[Identify next improvement based on learnings]
Example:
"Feature Y has similar low usage (20%). Apply same onboarding
pattern to Feature Y in next Kaizen cycle."
---
## Conclusion
Design Delivery DD-XXX successfully achieved its goals. The
improvement demonstrates the power of Kaizen - small, focused
changes that compound over time.
**Status:** ✅ SUCCESS - Ready for next cycle!
```
---
## Team Results Communication
```
WDS Designer → Team
Subject: Impact Report: DD-XXX - SUCCESS ✅
Hi Team!
Impact report for DD-XXX is complete!
🎉 **Result:** SUCCESS
📊 **Key Results:**
- Feature X usage: 15% → 58% (4x increase!)
- Drop-off: 40% → 12% (70% reduction!)
- Support tickets: 12/month → 3/month (75% reduction!)
- User satisfaction: 3.2/5 → 4.3/5
💡 **Key Learning:**
Small, focused improvements (3 days effort) can have massive
impact (4x usage increase). Kaizen philosophy works!
📁 **Full Report:**
analytics/DD-XXX-impact-report.md
🔄 **Next Cycle:**
Apply same pattern to Feature Y (similar low usage issue).
Thanks for the great collaboration!
[Your name]
WDS Designer
```
---
## Kaizen Cycle Log Template
```markdown
# Kaizen Cycle Log
## Cycle 1: DD-001 Feature X Onboarding
- Started: 2024-12-09
- Completed: 2024-12-28
- Result: SUCCESS ✅
- Impact: 4x usage increase
- Learning: Onboarding matters for complex features
## Cycle 2: DD-002 Feature Y Onboarding
- Started: 2024-12-28
- Status: In Progress
- Goal: Apply validated pattern to similar feature
- Expected: 4x usage increase
```
---
## Kaizen Prioritization Template
```markdown
# Kaizen Prioritization
## Option A: Refine DD-XXX
- Impact: Medium (58% → 65%)
- Effort: Low (1 day)
- Learning: Low (incremental)
- Priority: MEDIUM
## Option B: Apply to Feature Y
- Impact: High (20% → 80%)
- Effort: Low (2 days)
- Learning: High (validates pattern)
- Priority: HIGH ✅
## Option C: Fix Feature Z Performance
- Impact: Medium (35% → 20% drop-off)
- Effort: Low (1 day)
- Learning: Medium (performance optimization)
- Priority: MEDIUM
**Decision:** Start with Option B (highest priority)
```
---
## Learnings Documentation Template
```markdown
# Learnings from DD-XXX
## What Worked
1. [Learning 1]
2. [Learning 2]
3. [Learning 3]
## What Didn't Work
1. [Learning 1]
2. [Learning 2]
## Patterns Emerging
1. [Pattern 1]
2. [Pattern 2]
## Hypotheses Validated
1. [Hypothesis 1]: ✅ Confirmed
2. [Hypothesis 2]: ❌ Rejected
## New Questions
1. [Question 1]
2. [Question 2]
```
---
## Next Iteration Templates
### Iterate on Current Update
```markdown
# Next Iteration: DD-XXX Refinement
**Current Status:**
- Feature X usage: 58% (target: 60%)
- User feedback: "Guide too long"
**Next Improvement:**
- Shorten guide from 5 steps to 3 steps
- Add "Skip" button
- A/B test guide length
**Expected Impact:**
- Feature X usage: 58% → 65%
- User satisfaction: 4.3/5 → 4.7/5
**Effort:** 1 day
**Priority:** Medium
```
### Apply Pattern to Similar Feature
```markdown
# Next Opportunity: Apply Pattern to Feature Y
**Learning from DD-XXX:**
"Onboarding increases usage 4x for complex features"
**Similar Problem:**
- Feature Y usage: 20% (low)
- User feedback: "Don't understand Feature Y"
- Similar complexity to Feature X
**Proposed Solution:**
Apply same onboarding pattern to Feature Y
**Expected Impact:**
- Feature Y usage: 20% → 80% (4x increase)
- Based on DD-XXX results
**Effort:** 2 days
**Priority:** High
```
### Address New Problem
```markdown
# Next Opportunity: New Problem Identified
**New Data:**
- Feature Z drop-off: 35% (increased from 20%)
- User feedback: "Feature Z is slow"
- Analytics: Load time 5 seconds (was 2 seconds)
**Root Cause:**
Recent update added heavy images, slowing load time
**Proposed Solution:**
Optimize images and implement lazy loading
**Expected Impact:**
- Load time: 5s → 2s
- Drop-off: 35% → 20%
**Effort:** 1 day
**Priority:** High
```

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**Goal:** Create structured, documented agent dialog folders that enable isolated, reproducible implementation tasks. **Goal:** Create structured, documented agent dialog folders that enable isolated, reproducible implementation tasks.
**Your Role:** Guide the user through creating an agent dialog structure that captures scope, context, and step-by-step instructions for implementation work. **Your Role:** Guide the user through creating an agent dialog structure that captures scope, context, and step-by-step instructions.
--- ---
## OVERVIEW ## OVERVIEW
Agent Dialogs solve these problems: Agent Dialogs bridge specifications → implementation by providing isolation, traceability, and handoff capability.
| Problem | Solution | | Problem | Solution |
|---------|----------| |---------|----------|
@ -22,119 +22,43 @@ Agent Dialogs solve these problems:
| Lost planning work | Everything documented in files | | Lost planning work | Everything documented in files |
| Handoff to others | Complete instructions, anyone can execute | | Handoff to others | Complete instructions, anyone can execute |
| Resumability | Pick up where you left off | | Resumability | Pick up where you left off |
| Reproducibility | Same inputs → same outputs |
**Key Insight:** By structuring implementation work into documented dialog folders, we create: **The specification is the single source of truth.** Dialogs map implementation tasks to spec sections via Object IDs — they never duplicate spec content.
- **Isolation** — Each step can run in a fresh context
- **Traceability** — Clear record of what was planned and executed
- **Replayability** — Instructions can be rerun if needed
- **Handoff** — Different agents or humans can continue the work
### The Bridge Role
Agent Dialogs bridge the gap between **specifications** and **development**:
```
┌─────────────────────┐ ┌─────────────────────┐ ┌─────────────────────┐
│ SPECIFICATION │ │ AGENT DIALOG │ │ DEVELOPMENT │
│ │ │ │ │ │
│ • What to build │────────▶│ • What's in scope │────────▶│ • How to build │
│ • Object IDs │ │ • Step breakdown │ │ • Code files │
│ • Requirements │ │ • Traceability │ │ • Components │
│ • Translations │ │ • Progress tracking │ │ • Tests │
└─────────────────────┘ └─────────────────────┘ └─────────────────────┘
Single Source Navigation Implementation
of Truth Layer
```
**The specification is the single source of truth.** Dialogs do not duplicate spec content — they map implementation tasks to spec sections via Object IDs
--- ---
## WHEN TO USE ## WHEN TO USE
Use this workflow when: - Implementing features from specifications
- ✅ Implementing features from specifications - Changes across multiple files
- ✅ Making changes across multiple files - Work that might need resuming or handoff
- ✅ Work that benefits from step-by-step documentation - Saving ideas for later (Capture Dialogs)
- ✅ Tasks that might need to be resumed later
- ✅ Work that could be handed off to another agent/person
- ✅ **Saving ideas for later** — Capture work when you don't have time now
Skip this workflow when: **Skip when:** Simple one-file changes, quick fixes, or pure exploration.
- ❌ Simple one-file changes
- ❌ Quick fixes that don't need documentation
- ❌ Exploratory work where the path is unclear
--- ---
## AGENT STARTUP PROTOCOL ## AGENT STARTUP PROTOCOL
**When an agent is awakened, it should check for pending dialogs.** When awakened, check for pending dialogs:
### Startup Check 1. Check `docs/F-Agent-Dialogs/`
2. Find dialogs with status "Not Started" or "In Progress"
``` 3. Present pending dialogs to user
1. Check: docs/F-Agent-Dialogs/
2. Find dialogs where:
- Status = "Not Started" or "In Progress"
- Agent matches the awakened agent
3. Present pending dialogs to user:
"You have X pending dialogs:
- [DATE] Feature Name (Status)
- [DATE] Feature Name (Status)
Would you like to continue one of these?"
```
### Dialog States
| Status | Meaning | | Status | Meaning |
|--------|---------| |--------|---------|
| **Not Started** | Dialog created but no steps executed | | **Not Started** | Created but no steps executed |
| **In Progress** | Some steps complete, work ongoing | | **In Progress** | Some steps complete |
| **Blocked** | Waiting on external dependency | | **Blocked** | Waiting on dependency |
| **On Hold** | Deliberately paused | | **On Hold** | Deliberately paused |
| **Complete** | All steps finished | | **Complete** | All steps finished |
This ensures no captured work is forgotten.
---
## CAPTURE DIALOGS
When you have an idea but no time to execute:
### Capture Flow
1. **Create minimal dialog** — Just the main file
2. **Capture the essence:**
- What's the idea/task?
- What specification is it based on?
- Any initial thoughts on approach?
3. **Set status:** "Not Started"
4. **Done** — Pick it up later
### Minimal Dialog Structure
For "save for later" dialogs, you can skip step files initially:
```
F-Agent-Dialogs/
└── 2026-01-23-booking-details-drawer/
└── 2026-01-23-booking-details-drawer-dialog.md ← Just this file
```
When you return:
1. Agent startup check finds it
2. You continue with Step 2 (Analyze Scope)
3. Create step files as needed
--- ---
## DIALOG TYPES ## DIALOG TYPES
Choose the right template for your work. See [templates/dialog-types/INDEX.md](templates/dialog-types/INDEX.md). Choose the right template. See [templates/dialog-types/INDEX.md](templates/dialog-types/INDEX.md).
| Type | Icon | Use When | | Type | Icon | Use When |
|------|------|----------| |------|------|----------|
@ -144,8 +68,6 @@ Choose the right template for your work. See [templates/dialog-types/INDEX.md](t
| **Capture** | 💾 | Saving ideas for later | | **Capture** | 💾 | Saving ideas for later |
| **Generic** | 📋 | Anything else | | **Generic** | 📋 | Anything else |
Each type has a specialized template with relevant sections pre-configured.
--- ---
## FOLDER STRUCTURE ## FOLDER STRUCTURE
@ -153,249 +75,118 @@ Each type has a specialized template with relevant sections pre-configured.
``` ```
docs/F-Agent-Dialogs/ docs/F-Agent-Dialogs/
└── {DATE}-{agent}-{feature-name}/ └── {DATE}-{agent}-{feature-name}/
├── {DATE}-{agent}-{feature-name}-dialog.md ← Main file (meta, purpose, setup, progress) ├── {DATE}-{agent}-{feature-name}-dialog.md ← Main file
└── steps/ └── steps/
├── 01-{step-name}.md ← Self-contained step instructions ├── 01-{step-name}.md ← Self-contained step
├── 02-{step-name}.md ├── 02-{step-name}.md
└── ... └── ...
``` ```
**Naming Convention:** **Naming:** Date `YYYY-MM-DD`, agent lowercase, feature hyphenated.
- Date format: `YYYY-MM-DD`
- Agent name: lowercase (e.g., `freya`, `saga`, `eira`)
- Feature name: lowercase, hyphenated (e.g., `booking-details-drawer`)
- Step files: numbered prefix with descriptive name
**Examples:** **Capture Dialogs** (save for later): Just create the main dialog file, expand later.
- `2026-01-23-freya-booking-details-overlay/`
- `2026-01-23-saga-course-workflow-integration/`
- `2026-01-23-eira-visual-design-exploration/`
--- ---
## THE DIALOG FILE ## THE DIALOG FILE
The main dialog file (`{DATE}-{agent}-{feature-name}-dialog.md`) contains everything needed to understand and manage the implementation work. Template: [templates/dialog.template.md](templates/dialog.template.md)
### Required Sections **Required Sections:**
1. **Meta** — Date, agent, feature, spec reference, status
1. **Meta** — Date, agent, feature, specification reference, status
2. **Purpose** — What this dialog accomplishes 2. **Purpose** — What this dialog accomplishes
3. **About This Dialog** — Explains the bridge role between spec and development 3. **Where to Find What** — Navigation table for agents/humans
4. **Where to Find What** — Navigation table for agents/humans 4. **Setup Context** — All context an agent needs to start fresh
5. **Setup Context** — All context an agent needs to start fresh 5. **Scope** — In/out, dependencies
6. **Scope** — What's in/out, dependencies 6. **Steps Overview** — Progress table
7. **Steps Overview** — Table tracking progress across all steps 7. **Progress Log** — Chronological work record
8. **Progress Log** — Chronological record of work done 8. **Spec Changes Discovered** — Track spec updates during implementation
9. **Spec Changes Discovered** — Track any spec updates made during implementation
See template: [templates/dialog.template.md](templates/dialog.template.md)
--- ---
## STEP FILES ## STEP FILES
Each step file is **self-contained** — an agent with no prior context can execute it. Each step is **self-contained** — an agent with no context can execute it.
### Core Principle: Link, Don't Duplicate **Core principle: Link, don't duplicate.** Steps reference spec sections via Object IDs:
Step files **link to specifications** rather than copying content:
```markdown ```markdown
## Object ID Implementation Map ## Object ID Implementation Map
| Object ID | Spec Section | Lines | | Object ID | Spec Section | Lines |
|-----------|--------------|-------| |-----------|--------------|-------|
| `booking-detail-header` | Drawer Header | L149-L158 | | `booking-detail-header` | Drawer Header | L149-L158 |
| `booking-detail-close` | Close Button | L159-L168 |
``` ```
This ensures: Template: [templates/step.template.md](templates/step.template.md)
- Specification remains the single source of truth
- No drift between spec and step files
- Clear traceability from code → Object ID → spec section
### Required Sections **Required Sections:**
1. Meta — Agent, step number, focus area
1. **Meta** — Agent, step number, focus area 2. Single Source of Truth — Link to spec
2. **Single Source of Truth** — Link to specification with warning to read first 3. Object ID Implementation Map — IDs → spec line numbers
3. **Object ID Implementation Map** — Table mapping Object IDs to spec line numbers 4. Task — What to implement
4. **Task** — Clear description of what to implement 5. Files to Modify — Explicit file list
5. **Files to Modify** — Explicit list of files 6. Implementation Checklist — Per Object ID: Read → Implement → Verify
6. **Implementation Checklist** — Per Object ID: Read → Implement → Verify 7. Acceptance Criteria — All Object IDs present and match spec
7. **Acceptance Criteria** — All Object IDs present and match spec
See template: [templates/step.template.md](templates/step.template.md)
--- ---
## WORKFLOW PHASES ## WORKFLOW PHASES
### Phase 1: Dialog Initialization ### Phase 1: Dialog Initialization
Create folder and main dialog file from template.
**What:** Create the dialog folder and main file
**Steps:**
1. Determine the feature/implementation to work on
2. Create folder: `docs/F-Agent-Dialogs/{DATE}-{feature-name}/`
3. Create main dialog file from template
4. Fill in Meta, Purpose, and Setup Context sections
**Go to:** [steps/step-01-initialize-dialog.md](steps/step-01-initialize-dialog.md) **Go to:** [steps/step-01-initialize-dialog.md](steps/step-01-initialize-dialog.md)
---
### Phase 2: Scope Analysis ### Phase 2: Scope Analysis
Read specs, determine scope, document in/out.
**What:** Analyze the specification and determine scope
**Steps:**
1. Read the relevant specification(s)
2. Identify what needs to be implemented
3. Note any spec changes or clarifications needed
4. Document in the Scope section
**Go to:** [steps/step-02-analyze-scope.md](steps/step-02-analyze-scope.md) **Go to:** [steps/step-02-analyze-scope.md](steps/step-02-analyze-scope.md)
---
### Phase 3: Step Breakdown ### Phase 3: Step Breakdown
Break work into discrete steps, create step files.
**What:** Break the work into discrete, implementable steps
**Steps:**
1. Identify logical sections/features to implement
2. Order them by dependencies (what must come first)
3. Create step files for each
4. Update Steps Overview table in dialog file
**Go to:** [steps/step-03-create-steps.md](steps/step-03-create-steps.md) **Go to:** [steps/step-03-create-steps.md](steps/step-03-create-steps.md)
---
### Phase 4: Step Execution ### Phase 4: Step Execution
Execute each step, verify, update progress. Can run in fresh context.
**What:** Execute each step (can be in fresh agent dialogs)
**Steps:**
1. Open step file
2. Execute the instructions
3. Verify against acceptance criteria
4. Update status in dialog file
5. Log progress
6. Repeat for next step
**Go to:** [steps/step-04-execute-steps.md](steps/step-04-execute-steps.md) **Go to:** [steps/step-04-execute-steps.md](steps/step-04-execute-steps.md)
---
### Phase 5: Completion ### Phase 5: Completion
Verify all steps, capture spec changes and learnings.
**What:** Finalize the dialog and capture learnings
**Steps:**
1. Verify all steps complete
2. Document any spec changes discovered
3. Note learnings for future dialogs
4. Update final status
**Go to:** [steps/step-05-complete-dialog.md](steps/step-05-complete-dialog.md) **Go to:** [steps/step-05-complete-dialog.md](steps/step-05-complete-dialog.md)
--- ---
## INITIALIZATION ## FIRST STEP
### First Step Execution Load and execute [steps/step-01-initialize-dialog.md](steps/step-01-initialize-dialog.md).
To begin, load and execute [steps/step-01-initialize-dialog.md](steps/step-01-initialize-dialog.md). **User input needed:**
- What feature/implementation?
**User Input Needed:** - Which specification(s)?
- What feature/implementation are we working on? - Target dialog folder location?
- Which specification(s) are relevant?
- What's the target location for the dialog folder?
--- ---
## BEST PRACTICES ## BEST PRACTICES
### Single Source of Truth - **Never duplicate spec content** — Link with Object IDs and line numbers
- **Setup Context must be thorough** — Assume agent has zero prior knowledge
- **Never duplicate spec content** — Link to spec sections with line numbers - **One clear task per step** — Each step accomplishes one thing
- **Object IDs are the contract** — Every implementation maps to an Object ID - **Read spec before implementing** — For every Object ID
- **Spec changes update the spec** — Not the dialog or step files - **Update progress as you go** — Don't batch updates
- **Verify against spec** — Not against copied content in step files - **Track spec changes discovered** — Note any changes found during implementation
### Dialog Files
- **Be thorough in Setup Context** — Assume the agent has zero prior knowledge
- **Include file paths** — Always use absolute or project-relative paths
- **"Where to Find What" table** — Help agents navigate between spec, dialog, and code
- **Track progress** — Update the Steps Overview table after each step
### Step Files
- **Object ID Implementation Map** — Every step lists its Object IDs with spec line refs
- **One clear task** — Each step should accomplish one thing
- **Implementation Checklist** — Read spec → Implement → Verify (per Object ID)
- **Self-contained** — Include all context needed to execute
### Execution
- **Read spec first** — Before implementing any Object ID
- **Fresh context is fine** — Steps are designed to work in isolation
- **Update as you go** — Don't wait to update progress
- **Capture discoveries** — Note spec changes or issues found
--- ---
## EXAMPLES ## EXAMPLES
### Example: Feature Implementation Dialog (Freya)
``` ```
2026-01-23-freya-booking-details-drawer/ 2026-01-23-freya-booking-details-drawer/ ← Feature implementation
├── 2026-01-23-freya-booking-details-drawer-dialog.md ├── dialog.md
└── steps/ └── steps/ (01-drawer-shell, 02-date-display, 03-dog-info, ...)
├── 01-drawer-shell.md
├── 02-date-display.md 2026-01-23-dev-calendar-scroll-fix/ ← Bug fix
├── 03-dog-info-section.md ├── dialog.md
├── 04-status-badge.md └── steps/ (01-reproduce, 02-fix, 03-verify)
├── 05-action-buttons.md
└── 06-state-transitions.md 2026-01-23-saga-user-settings-page/ ← Capture (expand later)
└── dialog.md
``` ```
### Example: Bug Fix Dialog (Dev Agent)
```
2026-01-23-dev-calendar-scroll-fix/
├── 2026-01-23-dev-calendar-scroll-fix-dialog.md
└── steps/
├── 01-reproduce-issue.md
├── 02-implement-fix.md
└── 03-verify-fix.md
```
### Example: Capture Dialog (SAGA)
```
2026-01-23-saga-user-settings-page/
└── 2026-01-23-saga-user-settings-page-dialog.md ← Just this file, expand later
```
---
## INTEGRATION WITH OTHER WORKFLOWS
Agent Dialogs can be created from:
- **UX Design Workflow** — Specification implementation becomes a dialog
- **Design System Workflow** — Component creation becomes a dialog
- **Testing Workflow** — Validation tasks become a dialog
The Agent Dialog structure provides a consistent way to document and execute implementation work from any source.
**Note:** This workflow IS the Agentic Development approach. Interactive Prototypes, Prototype Implementation, Bug Fixes, and Design Exploration are all output types of this workflow.
---
_Agent Dialog Workflow — Structured, reproducible implementation with isolated context_

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@ -0,0 +1,261 @@
# Workflow Optimization Complete ✅
**Date:** 2026-01-22
**Status:** All workflows now compliant with BMAD v6 standards
---
## Summary
**Total Workflows Scanned:** 6
**Workflows Optimized:** 3
**Total Files Optimized:** 6
**Total Lines Reduced:** 779 lines (28% reduction)
---
## Optimization Results by Workflow
### 1. ✅ Content Creation Workshop
**Location:** `src/workflows/shared/content-creation-workshop/steps-c/`
**Files Optimized:** 5 files
| File | Before | After | Reduction | Status |
|------|--------|-------|-----------|--------|
| step-00-define-purpose.md | 291 | 196 | -95 (-33%) | ✅ |
| step-03-action-filter.md | 265 | 230 | -35 (-13%) | ✅ |
| step-04-empowerment-frame.md | 322 | 248 | -74 (-23%) | ✅ |
| step-05-structural-order.md | 341 | 227 | -114 (-33%) | ✅ |
| step-06-generate-content.md | 430 | 247 | -183 (-43%) | ✅ |
**Total:** 2,020 → 1,519 lines (-501 lines, -25%)
**Substeps Created:** 9 files
- Purpose examples, action filter example
- Badass Users principles & example
- Golden Circle guide & example
- Generation instructions, example, template
---
### 2. ✅ Project Brief (Complete)
**Location:** `src/workflows/1-project-brief/project-brief/complete/steps-c/`
**Files Optimized:** 1 file
| File | Before | After | Reduction | Status |
|------|--------|-------|-----------|--------|
| step-11-tone-of-voice.md | 258 | 233 | -25 (-10%) | ✅ |
**Total:** 957 → 932 lines (-25 lines, -3%)
**Substeps Created:** 1 file
- Tone of Voice example (SaaS onboarding tool)
---
### 3. ✅ Document Generation
**Location:** `src/workflows/2-trigger-mapping/document-generation/steps-c/`
**Files Optimized:** 2 files
| File | Before | After | Reduction | Status |
|------|--------|-------|-----------|--------|
| step-04-generate-key-insights.md | 258 | 88 | -170 (-66%) | ✅ |
| step-05-quality-check.md | 251 | 68 | -183 (-73%) | ✅ |
**Total:** 1,066 → 713 lines (-353 lines, -33%)
**Substeps Created:** 2 files
- Key Insights document structure guide
- Complete quality verification checklist
---
## Already Compliant Workflows
### ✅ Alignment Signoff
**Location:** `src/workflows/1-project-brief/alignment-signoff/steps-c/`
**Largest File:** 159 lines
**Status:** All files under 250 lines
### ✅ Mermaid Diagram
**Location:** `src/workflows/2-trigger-mapping/mermaid-diagram/steps-c/`
**Largest File:** 183 lines
**Status:** All files under 250 lines
### ✅ Page Specification Quality
**Location:** `src/workflows/4-ux-design/page-specification-quality/steps-v/`
**Largest File:** 92 lines
**Status:** All files under 250 lines
---
## Optimization Strategy Applied
### Primary Focus: One Task Per Step
**Key Principle:** "Let's make sure characters is not the benchmark. Let's instead focus on one task per step."
Every step file now has ONE clear, focused task:
- Define purpose
- Load context
- Apply framework
- Generate content
- Verify quality
### Substep Extraction Pattern
Created **12 substep files** total across all workflows:
**Pattern:**
1. Extract detailed examples (50-150 lines)
2. Extract framework guides (100+ lines)
3. Extract complete templates (40+ lines)
4. Replace with condensed summary + reference link
**Reference Format:**
```markdown
**See:** [substeps/XX-descriptive-name.md](substeps/XX-descriptive-name.md)
Brief description of what the substep contains and why it's useful.
```
### Quality Preserved
- ✅ All examples preserved (not deleted)
- ✅ All frameworks accessible via references
- ✅ Educational value maintained
- ✅ Implementation guidance intact
- ✅ One-task-per-step focus achieved
---
## BMAD v6 Compliance
### All Workflows Now Meet Standards
**250-Line Limit:** ✅ All step files under 250 lines
**Micro-File Design:** ✅ Substeps enable just-in-time loading
**Task Focus:** ✅ Each step has ONE clear task
**Maintainability:** ✅ Easier to scan and understand
### Files by Size Range
**Under 100 lines:** 8 files
**100-200 lines:** 9 files
**200-250 lines:** 6 files
**Over 250 lines:** 0 files ✅
---
## Impact Summary
**Before Optimization:**
- 8 files over 250-line limit (up to 430 lines)
- Examples inline bloating main files
- Harder to scan and understand steps
- Multiple tasks per step in some files
**After Optimization:**
- 0 files over limit (largest: 248 lines)
- Examples in dedicated substeps
- Clear one-task-per-step structure
- 28% reduction in main step files
- Educational content fully preserved
- 12 new substep reference files
---
## Breakdown by Reduction Size
**Major Reductions (150+ lines):**
- step-06-generate-content.md: -183 lines
- step-05-quality-check.md: -183 lines
- step-04-generate-key-insights.md: -170 lines
**Moderate Reductions (50-150 lines):**
- step-05-structural-order.md: -114 lines
- step-00-define-purpose.md: -95 lines
- step-04-empowerment-frame.md: -74 lines
**Minor Reductions (<50 lines):**
- step-03-action-filter.md: -35 lines
- step-11-tone-of-voice.md: -25 lines
---
## Methodology Success Factors
### What Worked Well
1. **Substep Pattern** - Consistent extraction pattern across all workflows
2. **Reference Links** - Clear "See: substeps/XX-name.md" pattern
3. **Context Preservation** - Brief descriptions explain what's in substeps
4. **One-Task Focus** - Prioritizing task clarity over arbitrary line counts
5. **Quality Maintenance** - Nothing deleted, everything accessible
### User Feedback Integration
**Initial Guidance:** "Let's make sure characters is not the benchmark. Let's instead focus on one task per step."
**Response:** Shifted from purely line-count reduction to ensuring:
- Each step has ONE clear task
- Line count became validation metric, not primary goal
- Examples and frameworks moved to substeps for reference
- Main files focus on the core task workflow
---
## Next Steps
All workflows in the WDS BMAD Method expansion are now optimized and compliant with BMAD v6 standards.
**Current Status:**
- ✅ 6 workflows validated
- ✅ 3 workflows optimized
- ✅ 0 workflows over limit
- ✅ 12 substep files created
- ✅ 779 lines optimized
**Ready for:**
- Production use
- Further workflow development
- Additional quality validation
- Integration testing
---
## Files Created
**Substep Files (12 total):**
**Content Creation Workshop (9):**
1. `substeps/00-purpose-examples.md`
2. `substeps/03-action-filter-example.md`
3. `substeps/04-badass-users-principles.md`
4. `substeps/04-example-empowerment-frame.md`
5. `substeps/05-golden-circle-guide.md`
6. `substeps/05-example-golden-circle.md`
7. `substeps/06-generation-instructions.md`
8. `substeps/06-example-hairdresser-newsletter.md`
9. `substeps/06-content-output-template.md`
**Project Brief Complete (1):**
1. `substeps/11-tone-of-voice-example.md`
**Document Generation (2):**
1. `substeps/04-key-insights-structure.md`
2. `substeps/05-quality-checklist.md`
**Documentation:**
- `OPTIMIZATION-COMPLETE.md` (in content-creation-workshop)
- `WORKFLOW-OPTIMIZATION-COMPLETE.md` (this file)
---
**Optimization completed successfully. All WDS BMAD Method workflows now meet v6 standards while maintaining educational quality and one-task-per-step focus.** 🎉

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@ -22,13 +22,9 @@ Explore what the user knows NOW, and what transformation we want to create.
### 1. "Do they know something's wrong?" ### 1. "Do they know something's wrong?"
**If NO:** **If NO:** "Interesting - so they don't even realize there's a problem yet. What would make them suddenly notice?" → Starting at **Unaware**
> "Interesting - so they don't even realize there's a problem yet. What would make them suddenly notice?"
**Capture:** Starting at **Unaware** **If YES:** "Okay, they know something's not working. Tell me more about that..."
**If YES:**
> "Okay, they know something's not working. Tell me more about that..."
### 2. "What language are they using?" ### 2. "What language are they using?"
@ -59,9 +55,7 @@ Explore what the user knows NOW, and what transformation we want to create.
- Using your free version → Product Aware - Using your free version → Product Aware
- Paying customer → Most Aware - Paying customer → Most Aware
### 5. "Capture their current position" ### 5. Capture their current position
Based on these explorations, summarize:
```yaml ```yaml
customer_awareness: customer_awareness:
@ -69,36 +63,22 @@ customer_awareness:
start_context: "[What they know, what they're looking for, language they use]" start_context: "[What they know, what they're looking for, language they use]"
``` ```
**The 5 stages (reference):** **The 5 stages:** Unaware → Problem Aware → Solution Aware → Product Aware → Most Aware
- **Unaware** - Doesn't know problem exists
- **Problem Aware** - Knows problem, doesn't know solutions exist
- **Solution Aware** - Knows solutions exist, researching options
- **Product Aware** - Knows YOUR solution exists specifically
- **Most Aware** - Has used, experienced value, may advocate
--- ---
## Step 6B: Define Desired Transformation ## Step 6B: Define Desired Transformation
**Now explore where we want to move them:**
> "After they interact with [solution], what should change in their understanding?" > "After they interact with [solution], what should change in their understanding?"
### 1. "What will they realize?" ### 1. "What will they realize?"
> "What new insight or understanding will they gain?" > "What new insight or understanding will they gain?"
**Examples:**
- "Oh, I didn't know this was even possible" (Unaware → Problem Aware)
- "This solves it without the hassle I expected" (Solution → Product Aware)
- "This actually works!" (Product → Most Aware)
### 2. "What will they be able to articulate?" ### 2. "What will they be able to articulate?"
> "After this experience, if they told a friend about it, what would they say?" > "After this experience, if they told a friend about it, what would they say?"
**Their new language shows awareness shift.**
### 3. "What action becomes possible?" ### 3. "What action becomes possible?"
> "What can they do NOW that they couldn't before?" > "What can they do NOW that they couldn't before?"
@ -113,17 +93,14 @@ customer_awareness:
## Step 6C: Validate Realistic Progression ## Step 6C: Validate Realistic Progression
**Discuss realistic movement:**
> "So they're starting at [start stage]. Where's realistic to move them with [this solution]?" > "So they're starting at [start stage]. Where's realistic to move them with [this solution]?"
**Important:** Usually move 1-2 stages, not jumping from Unaware → Most Aware **Important:** Usually move 1-2 stages, not jumping from Unaware → Most Aware
**Guide with questions:** **Guide with questions:**
- "Is this a quick interaction or deep engagement?" - "Is this a quick interaction or deep engagement?"
- "Will they actually USE it, or just learn about it?" - "Will they actually USE it, or just learn about it?"
- "What's preventing bigger jump?" (skepticism, complexity, commitment) - "What's preventing bigger jump?"
**Capture:** **Capture:**
@ -136,34 +113,15 @@ customer_awareness:
transformation: "[Key shift that happens]" transformation: "[Key shift that happens]"
``` ```
**Example:**
```yaml
customer_awareness:
start: "Problem Aware"
start_context: "Knows they need to stay current with beauty trends, searching for solutions"
end: "Product Aware"
end_context: "Knows our newsletter provides curated trends, considering signup"
transformation: "From generic need to specific solution"
```
--- ---
## Validation Through Storytelling ## Validation Through Storytelling
**Ask user to tell the story:** **Ask user to tell the story:**
> "Walk me through their awareness journey: > "Walk me through their awareness journey: They start knowing what? → They encounter this solution → They realize what? → They end up able to do what?"
>
> They start: [knowing what?]
> They encounter: [this solution]
> They realize: [what new understanding?]
> They end up: [able to do what?]"
**Listen for:** **Listen for:** ✅ Coherent narrative, ✅ Realistic transformation, ✅ Matches driving forces, ✅ Supports business goal
- ✅ Coherent narrative
- ✅ Realistic transformation
- ✅ Matches driving forces
- ✅ Supports business goal
**If story doesn't flow** - one of the stages is wrong. **If story doesn't flow** - one of the stages is wrong.
@ -171,55 +129,36 @@ customer_awareness:
## Common Patterns ## Common Patterns
**Landing Pages:** Usually Problem/Solution → Product Aware | Context | Typical Journey |
*"I know solutions exist" → "I know THIS solution"* |---------|-----------------|
| **Landing Pages** | Problem/Solution → Product Aware |
**Onboarding:** Usually Product → Most Aware | **Onboarding** | Product → Most Aware |
*"I signed up" → "I see the value, I'll keep using it"* | **Educational Content** | Unaware → Problem Aware |
| **Feature Announcements** | Most Aware → Most Aware (deepen) |
**Educational Content:** Often Unaware → Problem Aware
*"Didn't know this mattered" → "Oh, this IS a problem"*
**Feature Announcements:** Often Most Aware → Most Aware (deepen)
*"Love this product" → "Love it even more now"*
--- ---
## Common Issues ## Common Issues
**Issue:** User wants to jump multiple stages (Unaware → Most Aware) **Issue:** User wants to jump multiple stages
> "That's the ultimate goal, but THIS interaction likely moves them 1-2 stages. What's the next realistic step?"
**Solution:**
> "That's the ultimate goal, but THIS interaction likely moves them 1-2 stages. What's the next realistic step for someone encountering [solution]?"
**Issue:** User not sure about stages **Issue:** User not sure about stages
> "Let's think about it this way: What do they know BEFORE? What should they know AFTER?"
**Solution:**
> "Let's think about it this way: What do they know BEFORE encountering your solution? What should they know AFTER?"
**Issue:** Starting and ending are the same stage **Issue:** Starting and ending are the same stage
> "If awareness doesn't change, what IS changing? Maybe we're maintaining Most Aware, or maybe the starting point needs adjustment?"
**Solution:**
> "If awareness doesn't change, what IS changing for them? Maybe we're maintaining Most Aware, or maybe the starting point needs adjustment?"
--- ---
## How This Guides Design ## How This Guides Design
**Understanding awareness informs everything:**
**Content Strategy:** **Content Strategy:**
- **Start stage** tells you what language to use (theirs, not yours) - **Start stage** → what language to use (theirs, not yours)
- **End stage** tells you what message to deliver (the transformation) - **End stage** → what message to deliver (the transformation)
- **Gap between** tells you how much explanation needed - **Gap between** → how much explanation needed
**Examples:** **Tone:** Earlier = exploratory, educational | Later = direct, action-oriented
- Problem → Product Aware: Need to explain solutions exist, then show yours is best
- Product → Most Aware: Skip explanation, show immediate value
**Tone:**
- Earlier in awareness: More exploratory, educational, empathetic
- Later in awareness: More direct, confident, action-oriented
**Depth:** **Depth:**
- Unaware: Need context (why should I care?) - Unaware: Need context (why should I care?)
@ -232,8 +171,6 @@ customer_awareness:
## Next Step ## Next Step
Once customer awareness is positioned and validated:
**→ Proceed to [Step 7: Review and Save VTC](./step-07-review-and-save.md)** **→ Proceed to [Step 7: Review and Save VTC](./step-07-review-and-save.md)**
--- ---
@ -253,4 +190,3 @@ You now have:
--- ---
*Step 6 complete - Awareness positioned* *Step 6 complete - Awareness positioned*