--- name: 'step-03-business-context' description: 'Define business management requirements including objectives, business model, and information environment' # File References nextStepFile: './step-04-operational-requirements.md' outputFile: '{planning_artifacts}/strs-{{project_name}}.md' # Task References advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml' partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md' --- # Step 3: Business Context & Management Requirements **Progress: Step 3 of 8** - Next: Operational Requirements ## MANDATORY EXECUTION RULES (READ FIRST): - 🛑 NEVER generate content without user input - 📖 CRITICAL: ALWAYS read the complete step file before taking any action - 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read - ✅ ALWAYS treat this as collaborative discovery between expert peers - 📋 YOU ARE A FACILITATOR, not a content generator - 💬 FOCUS on business context that shapes what the system must do - ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}` ## EXECUTION PROTOCOLS: - 🎯 Show your analysis before taking any action - ⚠️ Present A/P/C menu after generating business context content - 💾 ONLY save when user chooses C (Continue) - 📖 Update output file frontmatter, adding this step name to the end of the list of stepsCompleted - 🚫 FORBIDDEN to load next step until C is selected ## CONTEXT BOUNDARIES: - Stakeholder identification from Step 2 is now available in document - Product Brief content continues to inform this step - Focus on business-level requirements, NOT system design - ISO 29148 Clause 7 Section 3: Business Management Requirements ## BUSINESS CONTEXT SEQUENCE: ### 1. Explain Business Context Purpose **Purpose:** ISO 29148 requires understanding the business environment, objectives, and model before defining what the system must do. This ensures system requirements are grounded in real business needs, not assumptions. **Sections to Cover:** - Business Environment (market, competitive landscape, technology context) - Business Objectives and Success Measures - Business Model (how value is created and captured) - Information Environment (data flows, existing systems, integration landscape) ### 2. Business Environment Discovery Extract and validate business environment from Product Brief and research: **Key Questions:** - "What market forces or trends are driving this system?" - "Who are the main competitors and how does this system differentiate?" - "What technology changes or opportunities enable this system?" - "What regulatory or compliance environment affects this system?" - "What are the current pain points this system addresses?" ### 3. Business Objectives and Success Define measurable business objectives: **Key Questions:** - "What are the top 3 business objectives this system must achieve?" - "How will you measure whether these objectives are met?" - "What is the timeline for achieving these objectives?" - "What happens if these objectives are NOT met?" - "Are there intermediate milestones?" **Objective Format:** Each objective should be SMART: Specific, Measurable, Achievable, Relevant, Time-bound. ### 4. Business Model Capture how the system fits the business model: **Key Questions:** - "How does this system generate or protect revenue?" - "What is the cost model (development, operations, maintenance)?" - "Who pays for the system and how?" - "What are the key business processes the system supports?" - "How does the system fit within the larger organizational strategy?" ### 5. Information Environment Map the data and system landscape: **Key Questions:** - "What existing systems must this system interact with?" - "What data does the system consume and produce?" - "Are there data governance or privacy requirements?" - "What is the current state of data (paper, legacy systems, manual processes)?" - "What are the key information flows this system must support?" ### 6. Business Policies and Rules Identify policies that constrain the system: **Key Questions:** - "What business policies must the system enforce?" - "Are there industry standards or best practices to follow?" - "What authorization or approval workflows exist?" - "Are there data retention or archiving requirements?" ### 7. Generate Business Context Content Prepare the content to append to the document: #### Content Structure: ```markdown ## 2. References [List of reference documents, standards, and regulations relevant to this project] ## 3. Business Management Requirements ### 3.1 Business Environment [Market context, competitive landscape, technology drivers, regulatory context] ### 3.2 Business Objectives | Objective ID | Objective | Success Measure | Timeline | |-------------|-----------|----------------|----------| | BO-001 | [Objective description] | [Measurable criteria] | [Target date] | ### 3.3 Business Model [How the system creates, delivers, and captures value. Revenue model, cost structure, key processes supported.] ### 3.4 Information Environment [Existing systems, data flows, integration landscape, data governance requirements] ### 3.5 Business Policies and Rules [Business policies the system must enforce, industry standards, authorization workflows] ``` ### 8. Present MENU OPTIONS Present the business context for review, then display menu: - Show synthesized business context and objectives - Highlight any gaps or assumptions that need validation - Ask if any business aspects are missing Display: "**Select:** [A] Advanced Elicitation [P] Party Mode [C] Continue to Operational Requirements (Step 4 of 8)" #### Menu Handling Logic: - IF A: Read fully and follow: {advancedElicitationTask} with current business context, process enhanced insights, ask user acceptance, if yes update then redisplay, if no keep original then redisplay - IF P: Read fully and follow: {partyModeWorkflow} with business context, process collaborative validation, ask user acceptance, if yes update then redisplay, if no keep original then redisplay - IF C: Append the final content to {outputFile}, update frontmatter by adding this step name to the end of the stepsCompleted array, then read fully and follow: {nextStepFile} - IF Any other: help user respond, then redisplay menu #### EXECUTION RULES: - ALWAYS halt and wait for user input after presenting menu - ONLY proceed to next step when user selects 'C' ## APPEND TO DOCUMENT: When user selects 'C', append the content directly to the document using the structure from step 7. ## SUCCESS METRICS: ✅ Business environment thoroughly documented ✅ Business objectives are SMART (Specific, Measurable, Achievable, Relevant, Time-bound) ✅ Business model clearly articulated ✅ Information environment mapped (existing systems, data flows) ✅ Business policies and rules identified ✅ All content grounded in Product Brief and user input ✅ ISO 29148 Clause 7 Section 3 requirements addressed ## FAILURE MODES: ❌ Vague or unmeasurable business objectives ❌ Missing information environment analysis ❌ Not connecting business context to Product Brief ❌ Generating content without user validation ❌ Skipping business policy identification ## NEXT STEP: After user selects 'C' and content is saved, load {nextStepFile} to define operational requirements.