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BMAD-METHOD/OPTIMIZATION-CHECKLIST.md

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BMad Method v6 Alpha - Optimization & Configuration Checklist

Status: Based on your current installation at /Users/hbl/Documents/BMAD-METHOD/bmad/

✅ What's Already Installed & Working

Core Installation

  • ✅ BMad Core - Engine installed and operational
  • ✅ BMM Module (BMad Method Manager) - Primary methodology module
  • ✅ Multi-IDE Support - Configured for Claude Code, Codex, Gemini
  • ✅ Subagents Installed - Claude Code subagents in ~/.claude/agents/bmad-*
    • bmad-analysis/ (4 agents: api-documenter, codebase-analyzer, data-analyst, pattern-detector)
    • bmad-planning/ (7 agents: dependency-mapper, epic-optimizer, requirements-analyst, etc.)
    • bmad-research/ (2 agents)
    • bmad-review/ (2 agents)

Project Setup

  • ✅ Pages Health - .bmad/ workspace configured
  • ✅ Setup Script - /Users/hbl/Documents/BMAD-METHOD/setup-project-bmad.sh
  • ✅ Documentation - Complete setup instructions created

🔧 What You're Missing (To Maximize BMad)

1. Missing Modules ⚠️

You only installed BMM. Available modules you can add:

Module Purpose Status Action
CIS (Creative Intelligence Suite) Brainstorming, innovation, creative problem-solving ❌ Not Installed npm run install:bmad and select CIS
BoMB/BMB (BMad Builder) Create custom agents, workflows, and modules ❌ Not Installed npm run install:bmad and select BMB

Why install these:

  • CIS: Powers advanced brainstorming and ideation workflows
  • BMB: Lets you create custom agents specific to your domain/projects

How to install:

cd /Users/hbl/Documents/BMAD-METHOD
npm run install:bmad
# Select additional modules when prompted
# Use same destination: /Users/hbl/Documents/BMAD-METHOD/bmad

2. Missing: BMad Slash Commands ⚠️

Issue: BMad agents and workflows are NOT accessible as slash commands in Claude Code.

What's Missing:

  • No /bmad:bmm:agents:* commands
  • No /bmad:bmm:workflows:* commands
  • Slash commands should be in .claude/commands/bmad/ but directory doesn't exist

Why This Happened: The installer created the agents/workflows but didn't install the Claude Code slash commands interface.

Fix Required: You need to manually link or create slash command wrappers. I can help with this - see "Action Plan" below.

3. Project Workspace Automation 💡

Current State:

  • Manual script works: setup-project-bmad.sh
  • Must run for each new project

Optimization Opportunity: Create a global alias for faster project setup:

# Add to ~/.zshrc
alias bmad-init='/Users/hbl/Documents/BMAD-METHOD/setup-project-bmad.sh'

# Then use anywhere:
cd /Users/hbl/Documents/new-project
bmad-init $(pwd)

4. Missing: Global BMad CLI 💡

What You Could Have: A global bmad command to run workflows from terminal

Currently:

  • BMad CLI exists at /Users/hbl/Documents/BMAD-METHOD/tools/cli/bmad-cli.js
  • Not globally accessible

To Enable:

# Option 1: NPM global link
cd /Users/hbl/Documents/BMAD-METHOD
npm link

# Option 2: Alias in ~/.zshrc
alias bmad='node /Users/hbl/Documents/BMAD-METHOD/tools/cli/bmad-cli.js'

# Then use:
bmad status
bmad install

5. Environment Integration 💡

Missing Enhancements:

A. BMad Environment Variables

Create ~/.bmadrc for global configuration:

# ~/.bmadrc
export BMAD_HOME="/Users/hbl/Documents/BMAD-METHOD/bmad"
export BMAD_VERSION="6.0.0-alpha.0"
export BMAD_MODULES="core,bmm"
export BMAD_IDE="claude-code"

Source in ~/.zshrc:

[ -f ~/.bmadrc ] && source ~/.bmadrc

B. Project Auto-Detection

Add to ~/.zshrc to show BMad status when entering project directories:

bmad_check() {
  if [ -f ".bmad/.bmadrc" ]; then
    echo "📦 BMad workspace detected"
    cat .bmad/.bmadrc | grep PROJECT_NAME
  fi
}
alias cd='cdnvm'
cdnvm() {
  command cd "$@"
  bmad_check
}

6. Documentation Organization 📚

Current State:

  • Central docs in BMAD-METHOD/bmad/docs/
  • Project docs in each .bmad/ folder
  • No index or quick reference

Recommended Additions:

A. Create Quick Reference Card

/Users/hbl/Documents/BMAD-METHOD/QUICK-REFERENCE.md

  • Common workflows cheat sheet
  • Agent activation commands
  • File structure diagram
  • Troubleshooting tips

B. Create Workflow Decision Tree

Help you decide which workflow to run based on:

  • Project size (Level 0-4)
  • Phase (Analysis, Planning, Solutioning, Implementation)
  • Current state (greenfield vs brownfield)

7. Git Integration 🔄

Missing: BMad Commit Templates

Create .gitmessage template for BMad workflow commits:

# ~/.gitmessage-bmad
[BMad] <workflow>: <summary>

Phase: <Analysis|Planning|Solutioning|Implementation>
Agent: <agent-name>
Artifacts: <files-created>

<detailed description>

BMad v6 Alpha

Configure per project:

cd /Users/hbl/Documents/pages-health
git config commit.template ~/.gitmessage-bmad

🎯 Recommended Action Plan

Phase 1: Critical Fixes (Do Now)

  1. Install Missing Modules

    cd /Users/hbl/Documents/BMAD-METHOD
npm run install:bmad
# Select: CIS, BMB
# Destination: /Users/hbl/Documents/BMAD-METHOD/bmad

  2. Fix Slash Commands (I can help with this)

    • Create symbolic links or wrappers
    • Make agents accessible via /bmad:* commands

  3. Add Global Alias

    echo 'alias bmad-init="/Users/hbl/Documents/BMAD-METHOD/setup-project-bmad.sh"' >> ~/.zshrc
source ~/.zshrc

Phase 2: Optimization (Do This Week)

  1. Enable Global BMad CLI

    cd /Users/hbl/Documents/BMAD-METHOD
npm link

  2. Create Environment Config

    • Set up ~/.bmadrc
    • Add auto-detection to shell

  3. Create Quick Reference

    • Workflow cheat sheet
    • Decision tree for which agent/workflow to use

Phase 3: Enhancement (Do When Needed)

  1. Set Up Remaining Projects

    bmad-init /Users/hbl/Documents/mermaid-dynamic
bmad-init /Users/hbl/Documents/visa-ai
# ... etc for all /Documents/* projects

  2. Custom Workflows (using BMB module)

    • Create domain-specific agents
    • Build custom workflows for your common patterns

  3. Git Templates

    • BMad commit message templates
    • Pre-commit hooks for BMad workflow validation

📊 Current vs. Optimized State

Feature Current Optimized
Modules BMM only BMM + CIS + BMB
Slash Commands ❌ Not working ✅ Full access
Project Setup Manual script Global alias bmad-init
Global CLI ❌ Not available ✅ bmad command
Environment Not configured Auto-detection, vars set
Documentation Scattered Quick ref + decision tree
Git Integration Standard BMad templates
Automation Manual workflows Streamlined + shortcuts

🚀 Next Steps

Which phase would you like to tackle first?

  1. Phase 1 (Critical) - Install missing modules & fix slash commands
  2. Phase 2 (Optimize) - Global CLI & environment setup
  3. Phase 3 (Enhance) - Set up all projects & create custom workflows

I can help with any/all of these! Just let me know which is most important to you right now.

📋 Quick Commands Summary

# Install more modules
cd /Users/hbl/Documents/BMAD-METHOD && npm run install:bmad

# Set up new project
/Users/hbl/Documents/BMAD-METHOD/setup-project-bmad.sh /path/to/project

# Check BMad status
node /Users/hbl/Documents/BMAD-METHOD/tools/cli/bmad-cli.js status

# View installed modules
cat /Users/hbl/Documents/BMAD-METHOD/bmad/_cfg/manifest.yaml

# List all projects with BMad
find /Users/hbl/Documents -type f -name ".bmadrc" -exec dirname {} \;

BMad v6 Alpha | Generated: 2025-10-07