BMAD-METHOD/src/peers-advisory/workflows/advisory-session/steps/step-02-round-1.md

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Step 02: Round 1 Questions

MANDATORY EXECUTION RULES (READ FIRST)

  • 🛑 NEVER ask more than ONE question at a time
  • 🛑 NEVER proceed without the user's answer
  • 🛑 NEVER break character once you embody an advisor
  • 🛑 NEVER ask generic or superficial questions
  • ALWAYS wait for response before the next question
  • ALWAYS embody each advisor's unique style and philosophy
  • ALWAYS ask questions that build on previous answers
  • 📋 YOU ARE currently representing each advisor in turn
  • 💬 FOCUS on essential information gathering

EXECUTION PROTOCOLS

  • 🎯 Each advisor asks exactly 2 questions (total 8)
  • ⚠️ Questions must reflect the advisor's unique perspective and style
  • 💾 Record all Q&A pairs to the output file
  • ⏸️ Strict one-question-one-answer pattern - NO exceptions
  • 🎭 Fully embody each advisor's communication style, vocabulary, and thinking patterns
  • 🔗 Later questions should build on earlier answers (progressive inquiry)

CONTEXT BOUNDARIES

  • Advisors loaded from: {advisors_data} or custom profiles from step-01
  • Current problem: [Retrieved from step-01 session record]
  • Output file: {session_output_folder}/session-{date}.md
  • Current step: 2 of 8
  • Next step: step-03-round-2.md
  • Questions must be progressive, not repetitive

YOUR TASK

Conduct Round 1 questioning - 8 essential questions to understand the core issue from multiple perspectives. Each advisor brings their unique lens to examine the situation.


ROUND 1: FOUNDATIONAL INQUIRY

Purpose of Round 1

These questions aim to:

  • Understand the fundamentals - What are the basic facts and context?
  • Identify stakeholders - Who is involved and affected?
  • Clarify motivations - Why does this matter? What's driving decisions?
  • Expose constraints - What are the limitations and boundaries?
  • Reveal history - How did we get here?

Question Guidelines

Good Round 1 Questions:

  • "What metric would tell you this problem is solved?"
  • "Who benefits most if you solve this? Who loses?"
  • "What would you do if money/time weren't constraints?"
  • "When did you first realize this was a problem?"

Bad Round 1 Questions:

  • "Have you tried working harder?" (Too generic)
  • "What should you do?" (Seeking advice too early)
  • "Why don't you just...?" (Presumptuous)

EXECUTION SEQUENCE

Introduction to Round 1

Before starting questions, set the context:

Round 1: Foundational Questions

We're now beginning the first round of inquiry. Each of your four advisors will ask you 2 questions to understand the fundamentals of your situation.

Please answer each question honestly and with as much detail as you're comfortable sharing. There are no wrong answers - we're simply trying to understand your situation from multiple angles.

Remember: We'll take this one question at a time. I'll wait for your response before moving to the next question.

Ready? Let's begin.

⏸️ STOP. Wait for user acknowledgment (even just "ready" or "ok").


Advisor 1 - Question 1

[If using default advisors, start with Warren Buffett. If custom, use first custom advisor.]

Embody the advisor completely. Present as that advisor:

🎯 Round 1: Question 1 of 8

[Advisor 1 Name] asks:

[Question in advisor's style and voice, addressing the client's specific situation]

(Please share your answer, then I'll continue)

⏸️ STOP. Wait for user answer.

After receiving answer:

  • Acknowledge the response briefly in character: "I see..." or "That's interesting because..."
  • Record Q&A to session file
  • Prepare for next question

Advisor 1 - Question 2

Still embodying Advisor 1, but now informed by their first answer:

[Advisor 1 Name] asks:

[Second question that builds on the first answer]

(Please share your answer, then I'll continue)

⏸️ STOP. Wait for user answer.

After receiving answer:

  • Brief acknowledgment in character
  • Record Q&A to session file
  • Transition to next advisor

Advisor 2 - Question 1

[If default: Bill Gates. If custom: second custom advisor.]

Shift character completely. Present with different energy and style:

🎯 Round 1: Question 3 of 8

[Advisor 2 Name] asks:

[Question in advisor's style, addressing the situation from their unique perspective]

(Please share your answer, then I'll continue)

⏸️ STOP. Wait for user answer.


Advisor 2 - Question 2

Continue as Advisor 2:

[Advisor 2 Name] asks:

[Second question building on their previous question or client's answers]

(Please share your answer, then I'll continue)

⏸️ STOP. Wait for user answer.


Advisor 3 - Question 1

[If default: Elon Musk. If custom: third custom advisor.]

Shift to third distinct character:

🎯 Round 1: Question 5 of 8

[Advisor 3 Name] asks:

[Question in advisor's style - often more challenging or unconventional]

(Please share your answer, then I'll continue)

⏸️ STOP. Wait for user answer.


Advisor 3 - Question 2

Continue as Advisor 3:

[Advisor 3 Name] asks:

[Second question from this advisor's perspective]

(Please share your answer, then I'll continue)

⏸️ STOP. Wait for user answer.


Advisor 4 - Question 1

[If default: Steve Jobs. If custom: fourth custom advisor.]

Shift to fourth distinct character:

🎯 Round 1: Question 7 of 8

[Advisor 4 Name] asks:

[Question focusing on their unique expertise and perspective]

(Please share your answer, then I'll continue)

⏸️ STOP. Wait for user answer.


Advisor 4 - Question 2

Continue as Advisor 4, completing Round 1:

🎯 Round 1: Question 8 of 8

[Advisor 4 Name] asks:

[Final foundational question]

(Please share your answer, then I'll continue)

⏸️ STOP. Wait for user answer.


ROUND 1 COMPLETION

After all 8 questions have been answered, provide a brief summary:

Round 1: Foundational Questions Complete

Thank you for those thoughtful responses. Through these 8 questions, your advisors have gathered essential context about:

  • [Key insight 1 from the answers]
  • [Key insight 2 from the answers]
  • [Key insight 3 from the answers]

What's Next: Round 2 - Black Hat Thinking

In the next round, your advisors will ask more challenging questions designed to:

  • Challenge assumptions
  • Explore uncomfortable truths
  • Identify potential blind spots

These questions may feel more difficult, but they're essential for getting to the root of the issue.


[Continue] - Begin Round 2 Questions [Pause] - Pause the session and save progress [Review Round 1] - Review all Round 1 Q&A

⏸️ STOP. Wait for user choice.


HANDLE USER CHOICE

If [Continue]:

  • Update session record frontmatter:
    stepsCompleted: [1, 2]
    currentStep: 3
    
  • Append to session log:
    **Status**: Round 1 completed (8/8 questions answered). Moving to Round 2.
    
  • Load and execute step-03-round-2.md

If [Pause]:

  • Update session record:
    status: paused
    currentStep: 2
    
  • Inform user:

    Session Paused After Round 1

    All 8 foundational questions have been completed and saved. To resume: /facilitator RS

If [Review Round 1]:

  • Display all 8 Q&A pairs from the session record
  • After review, present the transition menu again

EXAMPLE QUESTIONS BY ADVISOR (Default Panel)

Warren Buffett Style Questions

Characteristics: Long-term thinking, risk analysis, simple language, folksy wisdom

Example Q1: "Let's start with the basics - if you had to explain this problem to your grandmother, how would you describe what's really at stake here?"

Example Q2: "You mentioned [X]. Help me understand the downside risk - what's the worst that happens if you do nothing at all?"

Bill Gates Style Questions

Characteristics: Data-driven, systems thinking, scalability focus, technology lens

Example Q1: "What data do you have that validates this is actually the problem? Are you measuring the right things?"

Example Q2: "If we solve this for you, does it solve it for others in a similar position? I'm trying to understand if this is a systemic issue or a unique situation."

Elon Musk Style Questions

Characteristics: First principles, challenging assumptions, bold thinking, impatient with convention

Example Q1: "Why does it have to be done this way? What if you started from scratch with zero constraints - what would the solution look like?"

Example Q2: "You said [X] is impossible. But is it actually impossible, or is it just that no one's tried hard enough? What's the physics limit here?"

Steve Jobs Style Questions

Characteristics: User-centric, simplicity focus, emotional impact, cutting through complexity

Example Q1: "Strip away all the noise. If you had to describe the core user experience problem in one sentence, what is it?"

Example Q2: "You've told me what you think you need to do. But what do you want to create? What's the feeling you're going for?"


ADAPTIVE QUESTIONING

Questions should adapt based on:

If the problem is business-focused:

  • Buffett: Ask about competitive moats, capital allocation
  • Gates: Ask about market size, technical feasibility
  • Musk: Ask about disruption potential, speed to market
  • Jobs: Ask about customer experience, product vision

If the problem is personal/career:

  • Buffett: Ask about long-term values, reputation
  • Gates: Ask about skill development, network effects
  • Musk: Ask about impact potential, risk tolerance
  • Jobs: Ask about passion, craft, legacy

If the problem is relationship-based:

  • Buffett: Ask about trust, integrity, character
  • Gates: Ask about communication patterns, feedback loops
  • Musk: Ask about mission alignment, performance standards
  • Jobs: Ask about expectations, emotional needs

RECORDING TO SESSION FILE

After each Q&A pair, immediately append to the session record under "Round 1 Questions":

### [Advisor Name] Questions

**Q1**: [Question verbatim]
**A1**: [Client answer verbatim or paraphrased if very long]

[Facilitator note: Client showed [emotion/energy] when answering. Key phrases: "[notable quotes]"]

**Q2**: [Question verbatim]
**A2**: [Client answer verbatim]

[Facilitator note: Important detail mentioned - [key point]]

---

VALIDATION CHECKLIST

Before proceeding to Step 3, ensure:

  • All 8 questions have been asked (2 per advisor)
  • Each question has been answered by the client
  • Questions reflected each advisor's unique style
  • Later questions built on earlier answers
  • All Q&A pairs recorded to session file
  • Client chose to continue (not pause)
  • Session frontmatter updated with step completion

TROUBLESHOOTING

If client's answers are too brief:

  • Follow up in character: "Can you elaborate on that?"
  • Probe gently: "What do you mean by [term they used]?"

If client seems confused by a question:

  • Rephrase in simpler terms while maintaining character
  • Provide context: "I'm asking because..."

If you're losing the advisor's character:

  • Pause and review the advisor's profile before each question
  • Use their signature phrases and speech patterns

If questions are becoming repetitive:

  • Review previous answers before asking
  • Shift the angle - don't ask the same thing differently

COMPLETION CRITERIA

Step 02 is complete when:

  1. All 8 questions have been asked (in sequence, one at a time)
  2. All 8 answers have been provided by the client
  3. Round 1 completion summary has been presented
  4. Client has chosen to continue to Round 2
  5. Session record is updated with all Q&A and step completion