BMAD-METHOD/bmad-agent/tasks/train-personas-memory-management.md

Train Personas Memory Management Task

Task Overview

Objective: Provide comprehensive training to all BMAD personas on memory management integration, ensuring they understand and can effectively apply memory management principles within their specialized domains.

Duration: 7-10 hours per persona (spread across multiple sessions)

Prerequisites:

• Personas must understand their core domain responsibilities
• Basic familiarity with BMAD methodology principles
• Access to memory management framework documentation

Training Framework Structure

Phase 1: Foundation Training (2 hours)

Audience: All personas Delivery: Interactive workshop

Learning Objectives

• Understand the six memory types and their applications
• Learn memory creation best practices
• Master memory organization principles
• Apply memory retrieval strategies
• Implement memory quality standards

Training Content

foundation_content:
  memory_types_overview:
    working_memory:
      definition: "Active task processing and immediate context"
      examples: "Current session context, active reasoning chains"
      application: "Maintain awareness of immediate task context"
      
    short_term_memory:
      definition: "Recent interactions and project context"
      examples: "Recent decisions, ongoing work context"
      application: "Reference recent work to maintain continuity"
      
    episodic_memory:
      definition: "Specific past interactions and events"
      examples: "Meetings, decisions, milestone events"
      application: "Learn from past experiences and apply lessons"
      
    semantic_memory:
      definition: "Conceptual knowledge and learned patterns"
      examples: "Domain expertise, best practices"
      application: "Build and apply domain knowledge over time"
      
    procedural_memory:
      definition: "Workflows, processes, and methods"
      examples: "Standard operating procedures, methodologies"
      application: "Refine and optimize work processes"
      
    long_term_memory:
      definition: "Historical context and organizational knowledge"
      examples: "Organizational history, strategic context"
      application: "Apply organizational wisdom to current decisions"

  memory_operations:
    creation_principles:
      - "Create memories during significant decisions or insights"
      - "Include sufficient context for future understanding"
      - "Document rationale and decision factors"
      - "Establish relationships to related memories"
      
    organization_methods:
      - "Apply consistent categorization schemes"
      - "Use standardized tagging conventions"
      - "Create meaningful memory relationships"
      - "Include comprehensive metadata"
      
    retrieval_strategies:
      - "Query by context and similarity"
      - "Use relationship traversal"
      - "Apply temporal filtering"
      - "Combine multiple search strategies"
      
    quality_standards:
      - "Ensure completeness and accuracy"
      - "Maintain relevance and clarity"
      - "Apply appropriate retention policies"
      - "Regular quality assessment and improvement"

Practical Exercises

1. Memory Type Identification: Given scenarios, identify appropriate memory types
2. Memory Creation Practice: Create sample memories with proper structure and metadata
3. Organization Exercise: Categorize and tag a set of sample memories
4. Retrieval Simulation: Practice finding relevant memories using different strategies

Phase 2: Persona-Specific Training (3 hours per persona)

Audience: Individual personas Delivery: Hands-on practice with real scenarios

Product Owner Memory Training

po_specific_training:
  specialized_memory_types:
    requirements_evolution_memory:
      creation_triggers: "When requirements are defined or changed"
      content_structure: "Requirement details, stakeholder input, rationale, acceptance criteria"
      organization_scheme: "By feature, stakeholder, and change type"
      application_methods: "Anticipate requirement changes and manage scope"
      
    stakeholder_interaction_memory:
      creation_triggers: "After stakeholder meetings or feedback sessions"
      content_structure: "Stakeholder concerns, preferences, feedback, decisions"
      organization_scheme: "By stakeholder role and interaction context"
      application_methods: "Optimize stakeholder communication and engagement"
      
    product_decision_memory:
      creation_triggers: "When making product decisions"
      content_structure: "Decision context, options considered, rationale, expected outcomes"
      organization_scheme: "By decision type, impact level, and outcome"
      application_methods: "Make better product decisions based on past experience"

  practical_exercises:
    - "Create requirements evolution memory for a feature change scenario"
    - "Document stakeholder interaction memory from a mock meeting"
    - "Build product decision memory for a prioritization decision"
    - "Practice retrieving relevant memories for new requirement scenarios"

Architect Memory Training

architect_specific_training:
  specialized_memory_types:
    architectural_decision_memory:
      creation_triggers: "When making significant architectural decisions"
      content_structure: "Decision context, options, trade-offs, rationale, expected impact"
      organization_scheme: "By system component, decision type, and impact level"
      application_methods: "Ensure consistent architectural decisions and learn from experience"
      
    technology_evaluation_memory:
      creation_triggers: "During technology evaluation and selection"
      content_structure: "Technology capabilities, limitations, fit assessment, selection rationale"
      organization_scheme: "By technology category, evaluation context, and outcome"
      application_methods: "Make better technology choices based on past evaluations"
      
    system_evolution_memory:
      creation_triggers: "When implementing successful design patterns"
      content_structure: "Pattern description, context, implementation, benefits, limitations"
      organization_scheme: "By system type, evolution pattern, and success metrics"
      application_methods: "Design systems that evolve gracefully over time"

  practical_exercises:
    - "Create architectural decision memory for a microservices vs monolith decision"
    - "Document technology evaluation memory for a database selection"
    - "Build system evolution memory for a successful scaling pattern"
    - "Practice retrieving relevant memories for new architecture challenges"

V0 UX/UI Architect Memory Training

v0_ux_ui_specific_training:
  specialized_memory_types:
    design_pattern_memory:
      creation_triggers: "When making significant design decisions"
      content_structure: "Design rationale, user needs addressed, alternatives considered"
      organization_scheme: "By pattern type, use case, and effectiveness metrics"
      application_methods: "Reuse effective design patterns and avoid problematic ones"
      
    user_research_memory:
      creation_triggers: "When receiving user feedback on designs"
      content_structure: "Feedback content, user context, design implications, action items"
      organization_scheme: "By user segment, research method, and insight type"
      application_methods: "Apply user insights to inform design decisions"
      
    component_evolution_memory:
      creation_triggers: "When creating or modifying components"
      content_structure: "Component purpose, usage guidelines, variants, accessibility features"
      organization_scheme: "By component type, evolution trigger, and outcome"
      application_methods: "Design components that evolve gracefully with user needs"

  practical_exercises:
    - "Create design pattern memory for a navigation component decision"
    - "Document user research memory from usability testing feedback"
    - "Build component evolution memory for a button component refinement"
    - "Practice retrieving relevant memories for new design challenges"

Developer Memory Training

developer_specific_training:
  specialized_memory_types:
    implementation_pattern_memory:
      creation_triggers: "When making significant implementation decisions"
      content_structure: "Implementation approach, alternatives, rationale, expected outcomes"
      organization_scheme: "By pattern type, technology stack, and quality metrics"
      application_methods: "Reuse effective implementation patterns and avoid problematic approaches"
      
    debugging_solution_memory:
      creation_triggers: "When solving complex bugs or issues"
      content_structure: "Problem description, investigation approach, root cause, solution"
      organization_scheme: "By problem type, technology, and solution effectiveness"
      application_methods: "Solve problems faster and prevent recurring issues"
      
    code_quality_memory:
      creation_triggers: "During code reviews and quality assessments"
      content_structure: "Quality issues found, improvement suggestions, patterns observed"
      organization_scheme: "By quality metric, improvement type, and impact"
      application_methods: "Continuously improve code quality and maintainability"

  practical_exercises:
    - "Create implementation pattern memory for a caching solution"
    - "Document debugging solution memory for a performance issue"
    - "Build code quality memory from a refactoring exercise"
    - "Practice retrieving relevant memories for new implementation challenges"

Scrum Master Memory Training

scrum_master_specific_training:
  specialized_memory_types:
    team_dynamics_memory:
      creation_triggers: "During team meetings and collaboration sessions"
      content_structure: "Interaction patterns, communication effectiveness, collaboration quality"
      organization_scheme: "By team member, interaction type, and outcome"
      application_methods: "Optimize team dynamics and improve collaboration"
      
    process_improvement_memory:
      creation_triggers: "During and after retrospective meetings"
      content_structure: "Team insights, improvement ideas, action items, outcomes"
      organization_scheme: "By process type, change impact, and success metrics"
      application_methods: "Implement effective process improvements and avoid unsuccessful ones"
      
    impediment_resolution_memory:
      creation_triggers: "When impediments are identified and resolved"
      content_structure: "Impediment description, impact, resolution approach, prevention strategies"
      organization_scheme: "By impediment type, resolution method, and outcome"
      application_methods: "Resolve impediments faster and prevent recurring issues"

  practical_exercises:
    - "Create team dynamics memory from a conflict resolution scenario"
    - "Document process improvement memory from a retrospective"
    - "Build impediment resolution memory for a technical blocker"
    - "Practice retrieving relevant memories for new team challenges"

Phase 3: Integration Training (2 hours)

Audience: All personas together Delivery: Collaborative exercises

Learning Objectives

• Understand cross-persona memory sharing
• Master memory handoff procedures
• Practice collaborative memory creation
• Learn conflict resolution strategies
• Implement continuous improvement methods

Training Content

integration_content:
  cross_persona_sharing:
    shared_memory_types:
      - "Project context and objectives"
      - "Stakeholder information and preferences"
      - "Technical constraints and decisions"
      - "Quality standards and requirements"
      
    sharing_protocols:
      - "Identify memories relevant to other personas"
      - "Format memories for cross-persona consumption"
      - "Establish access permissions and privacy levels"
      - "Maintain memory consistency across personas"
      
  memory_handoff_procedures:
    handoff_triggers:
      - "Persona transitions in workflows"
      - "Task completion and deliverable handoff"
      - "Decision points requiring multiple perspectives"
      - "Quality gates and review processes"
      
    handoff_content:
      - "Relevant context and background"
      - "Decisions made and rationale"
      - "Constraints and requirements"
      - "Expected outcomes and success criteria"
      
  collaborative_memory_creation:
    collaboration_scenarios:
      - "Multi-persona decision making"
      - "Cross-functional problem solving"
      - "Shared deliverable creation"
      - "Quality assurance and review"
      
    collaboration_methods:
      - "Joint memory creation sessions"
      - "Peer review of memory content"
      - "Consensus building on memory organization"
      - "Shared responsibility for memory maintenance"

Collaborative Exercises

1. Cross-Persona Workflow: Simulate a complete workflow with memory handoffs between personas
2. Shared Decision Memory: Collaboratively create memory for a multi-persona decision
3. Memory Conflict Resolution: Practice resolving conflicts when memories contradict
4. Quality Review: Peer review each other's memories for quality and usefulness

Phase 4: Validation and Assessment (1 hour)

Audience: All personas Delivery: Assessment and feedback

Assessment Methods

assessment_framework:
  memory_creation_assessment:
    criteria:
      - "Completeness of required fields"
      - "Accuracy of content and metadata"
      - "Relevance to future use cases"
      - "Quality of organization and tagging"
      
    methods:
      - "Review sample memories created during training"
      - "Assess memory structure and content quality"
      - "Evaluate organization and retrieval effectiveness"
      - "Provide feedback and improvement recommendations"
      
  memory_application_assessment:
    criteria:
      - "Effectiveness of memory retrieval"
      - "Appropriate application of retrieved memories"
      - "Quality of decisions informed by memories"
      - "Efficiency gains from memory usage"
      
    methods:
      - "Simulate scenarios requiring memory application"
      - "Assess retrieval accuracy and speed"
      - "Evaluate decision quality improvement"
      - "Measure efficiency gains and time savings"
      
  integration_assessment:
    criteria:
      - "Effectiveness of cross-persona memory sharing"
      - "Quality of memory handoffs"
      - "Success of collaborative memory creation"
      - "Resolution of memory conflicts"
      
    methods:
      - "Evaluate cross-persona collaboration exercises"
      - "Assess handoff completeness and clarity"
      - "Review collaborative memory quality"
      - "Test conflict resolution effectiveness"

Implementation Guidelines

Training Preparation

preparation_checklist:
  documentation_review:
    - "Memory management framework documentation"
    - "Persona-specific memory integration guides"
    - "Training materials and exercise scenarios"
    - "Assessment criteria and feedback forms"
    
  environment_setup:
    - "Training space with collaboration capabilities"
    - "Access to memory management tools and templates"
    - "Sample data and scenarios for exercises"
    - "Assessment and feedback collection systems"
    
  trainer_preparation:
    - "Deep understanding of memory management principles"
    - "Familiarity with all persona domains and responsibilities"
    - "Experience with adult learning and training delivery"
    - "Ability to facilitate collaborative exercises"

Training Delivery Best Practices

delivery_best_practices:
  engagement_strategies:
    - "Use interactive exercises and hands-on practice"
    - "Encourage questions and discussion"
    - "Provide real-world scenarios and examples"
    - "Foster collaboration and peer learning"
    
  learning_reinforcement:
    - "Summarize key concepts at regular intervals"
    - "Provide immediate feedback on exercises"
    - "Connect new concepts to existing knowledge"
    - "Encourage application in real work contexts"
    
  adaptation_approaches:
    - "Adjust pace based on learner comprehension"
    - "Provide additional examples for complex concepts"
    - "Offer alternative explanations for different learning styles"
    - "Allow time for questions and clarification"

Post-Training Support

ongoing_support:
  coaching_and_mentoring:
    - "Regular check-ins with personas during initial implementation"
    - "Guidance on complex memory scenarios"
    - "Support for memory system optimization"
    - "Assistance with cross-persona collaboration"
    
  continuous_improvement:
    - "Gather feedback on training effectiveness"
    - "Identify areas for improvement in memory practices"
    - "Update training materials based on real-world experience"
    - "Share best practices and success stories"
    
  community_building:
    - "Create forums for memory practice sharing"
    - "Facilitate peer learning and support"
    - "Recognize and celebrate memory management successes"
    - "Build a culture of continuous learning and improvement"

Success Metrics

Training Effectiveness Metrics

success_metrics:
  knowledge_acquisition:
    - "Pre/post training assessment scores"
    - "Comprehension of memory management principles"
    - "Understanding of persona-specific applications"
    - "Ability to apply concepts in practice"
    
  skill_development:
    - "Quality of memories created during training"
    - "Effectiveness of memory retrieval and application"
    - "Success in cross-persona collaboration"
    - "Improvement in decision-making quality"
    
  behavioral_change:
    - "Adoption of memory management practices in real work"
    - "Consistency in memory creation and organization"
    - "Frequency of memory retrieval and application"
    - "Participation in cross-persona memory sharing"
    
  business_impact:
    - "Improvement in work quality and consistency"
    - "Reduction in time spent on repetitive problem-solving"
    - "Increase in knowledge retention and application"
    - "Enhanced collaboration and knowledge sharing"

This comprehensive training methodology ensures that all BMAD personas develop strong memory management capabilities that enhance their effectiveness and enable better collaboration across the entire methodology framework.