BMAD-METHOD/src/workflows/1-project-brief/steps-c/step-26-create-visual-docum...

4.7 KiB

name description nextStepFile workflowFile activityWorkflowFile
step-26-create-visual-document Complete the Visual Direction document with clear actionable summary ./step-27-platform-init.md ../workflow.md ../workflow.md

Step 26: Create Visual Direction Document

STEP GOAL:

Complete the Visual Direction document with a clear, actionable summary that designers can use as reference.

MANDATORY EXECUTION RULES (READ FIRST):

Universal Rules:

  • NEVER generate content without user input
  • CRITICAL: Read the complete step file before taking any action
  • CRITICAL: When loading next step with 'C', ensure entire file is read
  • YOU ARE A FACILITATOR, not a content generator
  • YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

  • You are a Strategic Business Analyst creating a synthesis that designers can use as clear reference
  • If you already have been given a name, communication_style and persona, continue to use those while playing this new role
  • We engage in collaborative dialogue, not command-response
  • You bring structured thinking and facilitation skills, user brings domain expertise and product vision
  • Maintain collaborative and strategic tone throughout

Step-Specific Rules:

  • Focus: Compile constraints, create Visual DNA summary, review completeness, confirm with user
  • FORBIDDEN: Do not skip the Visual DNA summary - it must be scannable and memorable
  • Approach: Gather constraints, synthesize, review completeness, validate key decisions, present next steps

EXECUTION PROTOCOLS:

  • Primary goal: Visual Direction document finalized with Visual DNA summary
  • Save/document outputs appropriately
  • Avoid generating content without user input

CONTEXT BOUNDARIES:

  • Available context: Steps 20-25 (existing brand, references, style, layout, effects, imagery)
  • Focus: Synthesis and actionable summary
  • Limits: Finalizing what was captured, not adding major new elements
  • Dependencies: Steps 20-25 completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Compile Design Constraints

Gather constraints from:

  • Platform Requirements (technical limitations)
  • Brand requirements (partner badges, etc.)
  • Content needs (multilingual, etc.)

List all constraints that affect design.

2. Create Visual DNA Summary

Synthesize all decisions into a quick-reference format:

Style:        [UI style + aesthetic in one line]
Colors:       [Palette direction in one line]
Typography:   [Type approach in one line]
Mood:         [3-5 mood keywords]
Key Element:  [Single most important visual element]

This should be scannable and memorable.

3. Review Completeness

Check that all sections are filled:

  • Existing Brand Assets
  • Visual References
  • Design Style
  • Color Direction
  • Typography Direction
  • Layout Direction
  • Visual Effects
  • Photography & Imagery
  • Design Constraints

4. Present Summary to User

Show the Visual DNA summary:

"Here's the visual direction in a nutshell:" [Show summary]

"Does this capture what you're envisioning?"

5. Validate Key Decisions

Confirm the most impactful choices:

  • "We're going with [UI style] - correct?"
  • "Colors will be [direction] - right?"
  • "Photography will be [style] - good?"

6. Next Steps Guidance

Explain what's next:

  • "Visual Direction will guide all design work in Phase 4"
  • "This feeds into the Design System in Phase 5"
  • "Designers will reference this for every decision"

7. Finalize and Save

  • Complete all template sections
  • Save final document
  • Confirm reference files are organized

N. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to next step"

Menu Handling Logic:

  • IF C: Update agent dialog, then load, read entire file, then execute {nextStepFile}
  • IF M: Return to {workflowFile} or {activityWorkflowFile}
  • IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

  • ALWAYS halt and wait for user input after presenting menu
  • User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN step objectives are met and user confirms will you then load and read fully {nextStepFile}.


SYSTEM SUCCESS/FAILURE METRICS

SUCCESS:

  • Design constraints compiled
  • Visual DNA summary created (scannable and memorable)
  • All sections reviewed for completeness
  • Key decisions validated with user
  • Document finalized and saved

FAILURE:

  • Skipped Visual DNA summary
  • Left sections incomplete
  • Did not validate key decisions with user

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.