BMAD-METHOD/docs/user-journeys/project-initiation.md

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Project Initiation Journey

This document maps the complete journey of a Product Owner initiating a new project using the BMAD Method.

Persona Profile: Product Owner

Name: Patricia (Product Owner)
Role: Product Owner / Product Manager
Experience: 5+ years in product management
Goals:

  • Define clear project scope and requirements
  • Create comprehensive project documentation
  • Set up project structure for team success
  • Establish measurable success criteria

Pain Points:

  • Balancing detail with time constraints
  • Communicating technical requirements clearly
  • Ensuring alignment between business and technical teams
  • Managing stakeholder expectations

Journey Map

```mermaid title="Project Initiation Journey" type="diagram" journey title Project Initiation User Journey section Project Definition Identify business need: 4 Define project scope: 3 Establish success criteria: 4 section Requirements Gathering Collect stakeholder input: 3 Document user stories: 2 Prioritize requirements: 3 section Project Setup Create project structure: 4 Define technical approach: 3 Establish timeline: 2 section Handoff Brief development team: 4 Address questions: 3 Begin implementation: 5 ```

Detailed Journey Stages

1. Project Definition Phase

Entry Point

  • Business request for new feature/product
  • Market opportunity identification
  • Technical debt or system improvement need

Key Touchpoints

  • Project Brief Template: Initial documentation structure
  • BMAD PO Persona: Guidance on project definition
  • Success Criteria Framework: Establishing measurable outcomes

Decision Points

  • Project Scope Definition: Determining boundaries and MVP
  • Solution: Scope definition template with examples
  • Success Metric: 90% of projects stay within initial scope

Pain Points

  • Ambiguous Business Requirements: Unclear objectives from stakeholders
  • Solution: Requirement clarification prompts and templates
  • Success Metric: Reduction in scope changes after initiation
  • Success Criteria Formulation: Difficulty defining measurable outcomes
  • Solution: SMART goal templates with industry-specific examples
  • Success Metric: 100% of projects have quantifiable success metrics

2. Requirements Gathering Phase

Key Touchpoints

  • Stakeholder Interview Guide: Structured approach to gathering input
  • User Story Template: Standardized format for requirements
  • Prioritization Framework: Method for ranking requirements

Decision Points

  • MVP Feature Selection: Determining core vs. nice-to-have features
  • Solution: Value/effort prioritization matrix
  • Success Metric: MVP delivery time reduced by 30%

Pain Points

  • Stakeholder Alignment: Conflicting priorities from different departments
  • Solution: Stakeholder alignment workshop templates
  • Success Metric: Stakeholder consensus achieved before development starts
  • Technical Feasibility: Uncertainty about implementation possibilities
  • Solution: Early architect consultation workflow
  • Success Metric: Technical roadblocks identified before development

3. Project Setup Phase

Key Touchpoints

  • Project Structure Template: Standardized project organization
  • Technical Approach Document: Architecture and technology decisions
  • Timeline Generator: Realistic schedule creation

Decision Points

  • Technology Stack Selection: Choosing appropriate technologies
  • Solution: Technology comparison framework with recommendations
  • Success Metric: 95% of projects use recommended technology patterns

Pain Points

  • Timeline Estimation: Difficulty predicting development time
  • Solution: Historical data-based estimation templates
  • Success Metric: Delivery estimates within 20% of actual time
  • Resource Allocation: Uncertainty about required team composition
  • Solution: Skill matrix and resource planning tools
  • Success Metric: Reduced mid-project resource adjustments

4. Handoff Phase

Key Touchpoints

  • Development Brief Template: Comprehensive handoff documentation
  • Q&A Session Structure: Framework for addressing team questions
  • Implementation Kickoff: Structured start to development

Decision Points

  • Development Approach: Waterfall vs. agile implementation
  • Solution: Development methodology decision tree
  • Success Metric: 100% team alignment on approach before starting

Pain Points

  • Knowledge Transfer: Ensuring complete understanding by development team
  • Solution: Knowledge transfer checklist and verification
  • Success Metric: Zero "requirements clarification" delays
  • Maintaining Involvement: Balancing oversight without micromanagement
  • Solution: RACI matrix for ongoing product owner involvement
  • Success Metric: Weekly touchpoints established for all projects

Emotional Journey

```mermaid title="Emotional Journey" type="diagram" journey title Emotional Journey - Project Initiation section Project Definition Excitement about new project: 5 Pressure to define correctly: 2 Confidence in clear direction: 4 section Requirements Gathering Overwhelmed by stakeholder input: 2 Frustration with conflicting needs: 2 Satisfaction with prioritized list: 4 section Project Setup Concern about technical decisions: 3 Anxiety about timeline accuracy: 2 Relief with completed structure: 4 section Handoff Pride in comprehensive documentation: 5 Nervousness about team reception: 3 Excitement as implementation begins: 5 ```

Success Metrics

Metric Target Measurement Method
Time to Project Definition < 3 days Project timeline tracking
Requirement Clarity Score > 4.5/5 Development team survey
Scope Change Requests < 15% Change request tracking
Handoff Completeness 100% checklist completion Handoff verification
Development Start Delay < 1 day after handoff Project timeline analysis

Journey Optimization Opportunities

  1. Automated Stakeholder Input: Streamline gathering and consolidating feedback
  2. AI-Enhanced Requirement Writing: Improve clarity and testability of requirements
  3. Predictive Timeline Generation: Use historical data to improve estimates
  4. Interactive Project Visualization: Better communicate project structure to stakeholders
  5. Continuous Feedback Loop: Establish mechanisms for ongoing refinement

Next Steps in User Journey

After completing the project initiation journey, Product Owners typically proceed to:

  1. Sprint Planning Journey - Organizing work into manageable increments
  2. Feature Prioritization Journey - Ongoing backlog management
  3. Stakeholder Communication Journey - Regular updates and expectation management

The project initiation journey establishes the foundation for project success and sets expectations for all participants.