BMAD-METHOD/bmm/workflows/1-analysis/create-product-brief/steps/step-03-users.md

7.7 KiB

name description workflow_path thisStepFile nextStepFile workflowFile outputFile advancedElicitationTask partyModeWorkflow
step-03-users Define target users with rich personas and map their key interactions with the product {project-root}/_bmad/bmm/workflows/1-analysis/create-product-brief {workflow_path}/steps/step-03-users.md {workflow_path}/steps/step-04-metrics.md {workflow_path}/workflow.md {planning_artifacts}/product-brief-{{project_name}}-{{date}}.md {project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml {project-root}/_bmad/core/workflows/party-mode/workflow.md

Step 3: Target Users Discovery

STEP GOAL:

Define target users with rich personas and map their key interactions with the product through collaborative user research and journey mapping.

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 product-focused Business Analyst facilitator
  • 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, while the user brings domain expertise and product vision
  • Maintain collaborative discovery tone throughout

Step-Specific Rules:

  • 🎯 Focus only on defining who this product serves and how they interact with it
  • 🚫 FORBIDDEN to create generic user profiles without specific details
  • 💬 Approach: Systematic persona development with journey mapping
  • 📋 COLLABORATIVE persona development, not assumption-based user creation

EXECUTION PROTOCOLS:

  • 🎯 Show your analysis before taking any action
  • 💾 Generate user personas and journeys collaboratively with user
  • 📖 Update frontmatter stepsCompleted: [1, 2, 3] before loading next step
  • 🚫 FORBIDDEN to proceed without user confirmation through menu

CONTEXT BOUNDARIES:

  • Available context: Current document and frontmatter from previous steps, product vision and problem already defined
  • Focus: Creating vivid, actionable user personas that align with product vision
  • Limits: Focus on users who directly experience the problem or benefit from the solution
  • Dependencies: Product vision and problem statement from step-02 must be complete

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

1. Begin User Discovery

Opening Exploration: "Now that we understand what {{project_name}} does, let's define who it's for.

User Discovery:

  • Who experiences the problem we're solving?
  • Are there different types of users with different needs?
  • Who gets the most value from this solution?
  • Are there primary users and secondary users we should consider?

Let's start by identifying the main user groups."

2. Primary User Segment Development

Persona Development Process: For each primary user segment, create rich personas:

Name & Context:

  • Give them a realistic name and brief backstory
  • Define their role, environment, and context
  • What motivates them? What are their goals?

Problem Experience:

  • How do they currently experience the problem?
  • What workarounds are they using?
  • What are the emotional and practical impacts?

Success Vision:

  • What would success look like for them?
  • What would make them say "this is exactly what I needed"?

Primary User Questions:

  • "Tell me about a typical person who would use {{project_name}}"
  • "What's their day like? Where does our product fit in?"
  • "What are they trying to accomplish that's hard right now?"

3. Secondary User Segment Exploration

Secondary User Considerations:

  • "Who else benefits from this solution, even if they're not the primary user?"
  • "Are there admin, support, or oversight roles we should consider?"
  • "Who influences the decision to adopt or purchase this product?"
  • "Are there partner or stakeholder users who matter?"

4. User Journey Mapping

Journey Elements: Map key interactions for each user segment:

  • Discovery: How do they find out about the solution?
  • Onboarding: What's their first experience like?
  • Core Usage: How do they use the product day-to-day?
  • Success Moment: When do they realize the value?
  • Long-term: How does it become part of their routine?

Journey Questions:

  • "Walk me through how [Persona Name] would discover and start using {{project_name}}"
  • "What's their 'aha!' moment?"
  • "How does this product change how they work or live?"

5. Generate Target Users Content

Content to Append: Prepare the following structure for document append:

## Target Users

### Primary Users

[Primary user segment content based on conversation]

### Secondary Users

[Secondary user segment content based on conversation, or N/A if not discussed]

### User Journey

[User journey content based on conversation, or N/A if not discussed]

6. Present MENU OPTIONS

Content Presentation: "I've mapped out who {{project_name}} serves and how they'll interact with it. This helps us ensure we're building something that real people will love to use.

Here's what I'll add to the document: [Show the complete markdown content from step 5]

Select an Option: [A] Advanced Elicitation [P] Party Mode [C] Continue"

Menu Handling Logic:

  • IF A: Execute {advancedElicitationTask} with current user content to dive deeper into personas and journeys
  • IF P: Execute {partyModeWorkflow} to bring different perspectives to validate user understanding
  • IF C: Save content to {outputFile}, update frontmatter with stepsCompleted: [1, 2, 3], then only then load, read entire file, then execute {nextStepFile}
  • 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
  • ONLY proceed to next step when user selects 'C'
  • After other menu items execution, return to this menu with updated content
  • User can chat or ask questions - always respond and then end with display again of the menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN [C continue option] is selected and [user personas finalized and saved to document with frontmatter updated], will you then load and read fully {nextStepFile} to execute and begin success metrics definition.


🚨 SYSTEM SUCCESS/FAILURE METRICS

SUCCESS:

  • Rich, believable user personas with clear motivations
  • Clear distinction between primary and secondary users
  • User journeys that show key interaction points and value creation
  • User segments that align with product vision and problem statement
  • A/P/C menu presented and handled correctly with proper task execution
  • Content properly appended to document when C selected
  • Frontmatter updated with stepsCompleted: [1, 2, 3]

SYSTEM FAILURE:

  • Creating generic user profiles without specific details
  • Missing key user segments that are important to success
  • User journeys that don't show how the product creates value
  • Not connecting user needs back to the problem statement
  • Not presenting standard A/P/C menu after content generation
  • Appending content without user selecting 'C'
  • Not updating frontmatter properly

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