BMAD-METHOD/docs/how-to
Brian Madison 89894ef1b7 docs(skills): enterprise customization recipes + workflow template variable
Three independent improvements bundled because they share the same
surface (workflow/agent customization) and landed from the same design
discussion:

## Fallback sentence disambiguated (7 SKILL.md files)

The "if the script fails" fallback used to say `{project-root}/_bmad/
custom/{skill-name}.toml` for the team override and then just `{skill-
name}.user.toml` for the user override, leaving the user file's
location implicit. LLMs could reasonably guess skill root or project
root instead. Replaced with an unambiguous numbered list that spells
out the full path for every file in the merge chain.

## Product-brief: stage promotion + brief_template variable

- Promoted `## Stage 1: Understand Intent` from a nested step inside
  "On Activation" to a top-level section. The previous "Step 7: Stage
  1 — Understand Intent → Proceed to Stage 1 below" was mechanical
  numbering pretending to be a step. Activation now ends cleanly at
  Step 6; Stage 1 is a peer section.
- Added `brief_template` as a workflow-level scalar customization
  defaulting to `resources/brief-template.md`. Stage 4 reads
  `{workflow.brief_template}` instead of the hardcoded path, so orgs
  can point at their own template under `{project-root}/...` without
  forking the skill.

## New doc: docs/how-to/extend-bmad-for-your-org.md

Four worked recipes that together cover most enterprise scenarios:

1. Shape an agent across every workflow it dispatches (dev agent +
   Context7 MCP + Linear search — the highest-leverage pattern)
2. Enforce org conventions inside a specific workflow (product-brief
   + compliance-field persistent_facts)
3. Publish completed outputs to external systems (product-brief +
   Confluence + Jira via MCP, gated on user confirmation for Jira)
4. Swap in your own output template (product-brief + brief_template
   variable swap)

Opens with the two-layer mental model (agent spans workflows,
workflow is local) so readers pick the right granularity before
reading any recipe. Closes with a "Combining Recipes" section
showing all four composed. Cross-linked from customize-bmad.md.

## Validation

- Resolver: workflow.brief_template returns the default cleanly.
- validate-file-refs.js: 254 files scanned, 146 refs checked
  (+7 from this commit), 0 broken.
2026-04-19 14:31:58 -05:00
..
customize-bmad.md docs(skills): enterprise customization recipes + workflow template variable 2026-04-19 14:31:58 -05:00
established-projects.md feat(installer): universal source support for custom module installs (#2233) 2026-04-09 18:44:40 -05:00
extend-bmad-for-your-org.md docs(skills): enterprise customization recipes + workflow template variable 2026-04-19 14:31:58 -05:00
get-answers-about-bmad.md feat(installer): universal source support for custom module installs (#2233) 2026-04-09 18:44:40 -05:00
install-bmad.md feat(installer): universal source support for custom module installs (#2233) 2026-04-09 18:44:40 -05:00
install-custom-modules.md feat(installer): universal source support for custom module installs (#2233) 2026-04-09 18:44:40 -05:00
non-interactive-installation.md feat(installer): universal source support for custom module installs (#2233) 2026-04-09 18:44:40 -05:00
project-context.md feat(installer): universal source support for custom module installs (#2233) 2026-04-09 18:44:40 -05:00
quick-fixes.md feat(installer): universal source support for custom module installs (#2233) 2026-04-09 18:44:40 -05:00
shard-large-documents.md feat(installer): universal source support for custom module installs (#2233) 2026-04-09 18:44:40 -05:00
upgrade-to-v6.md feat(installer): universal source support for custom module installs (#2233) 2026-04-09 18:44:40 -05:00