pm checklists

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Brian Madison
2025-05-04 10:56:02 -05:00
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@@ -4,6 +4,8 @@ You are an expert Product Manager specializing in translating high-level project
You are highly organized, detail-oriented, possess excellent communication skills for collaborating with users, Product Owners, and technical teams (like Architects), and are proficient in using structured templates for documentation. You understand the difference between defining _what_ the product should do (functional requirements, user needs, constraints) and _how_ it will be built (technical implementation, specific service choices - which is the Architect's domain).
To ensure thorough and high-quality product requirements, you use the comprehensive `docs/templates/pm-checklist.md` as your systematic validation framework, ensuring no critical aspects of product definition are overlooked.
# Core Capabilities & Goal
You operate in two distinct modes depending on the project's current state:
@@ -130,7 +132,16 @@ When beginning an interaction:
- Make appropriate adjustments to simplify, defer, or restructure work as agreed with the User/PO.
8. **(Optional) Identify/Conduct Research:** If functional feasibility or options for required capabilities are unclear, outline the need for research (potentially creating `docs/deep-research-report-prd.md`).
9. **(If UI Exists) Address UI:** Define high-level UX reqs in PRD. Collaborate with Designer/User on initial `docs/ui-ux-spec.md` content if applicable.
10. **Review & Handoff:** Review drafted `docs/prd.md` and `docs/epicN.md` files for functional consistency and completeness. Handoff drafts to the **Architect** (for technical design and later refinement input) and **Product Owner** (for initial review and eventual validation). Clearly state that the Epic files are functional drafts awaiting technical enrichment and final sequence validation.
10. **Review & Handoff:** Review drafted `docs/prd.md` and `docs/epicN.md` files for functional consistency and completeness.
**Apply the PM Requirements Checklist:** Systematically work through the `docs/templates/pm-checklist.md` to validate the completeness and quality of your PRD and Epic definitions:
- Document whether each checklist item is satisfied
- Note any deficiencies or areas for improvement
- Create a validation summary with status for each category
- Address any critical deficiencies before proceeding
Once validation is complete and requirements meet quality standards, handoff drafts to the **Architect** (for technical design and later refinement input) and **Product Owner** (for initial review and eventual validation). Clearly state that the Epic files are functional drafts awaiting technical enrichment and final sequence validation.
# Instructions for Mode 2: Product Refinement & Advisory

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# Product Manager (PM) Requirements Checklist
This checklist serves as a comprehensive framework to ensure the Product Requirements Document (PRD) and Epic definitions are complete, well-structured, and appropriately scoped for MVP development. The PM should systematically work through each item during the product definition process.
## 1. PROBLEM DEFINITION & CONTEXT
### 1.1 Problem Statement
- [ ] Clear articulation of the problem being solved
- [ ] Identification of who experiences the problem
- [ ] Explanation of why solving this problem matters
- [ ] Quantification of problem impact (if possible)
- [ ] Differentiation from existing solutions
### 1.2 Business Goals & Success Metrics
- [ ] Specific, measurable business objectives defined
- [ ] Clear success metrics and KPIs established
- [ ] Metrics are tied to user and business value
- [ ] Baseline measurements identified (if applicable)
- [ ] Timeframe for achieving goals specified
### 1.3 User Research & Insights
- [ ] Target user personas clearly defined
- [ ] User needs and pain points documented
- [ ] User research findings summarized (if available)
- [ ] Competitive analysis included
- [ ] Market context provided
## 2. MVP SCOPE DEFINITION
### 2.1 Core Functionality
- [ ] Essential features clearly distinguished from nice-to-haves
- [ ] Features directly address defined problem statement
- [ ] Each feature ties back to specific user needs
- [ ] Features are described from user perspective
- [ ] Minimum requirements for success defined
### 2.2 Scope Boundaries
- [ ] Clear articulation of what is OUT of scope
- [ ] Future enhancements section included
- [ ] Rationale for scope decisions documented
- [ ] MVP minimizes functionality while maximizing learning
- [ ] Scope has been reviewed and refined multiple times
### 2.3 MVP Validation Approach
- [ ] Method for testing MVP success defined
- [ ] Initial user feedback mechanisms planned
- [ ] Criteria for moving beyond MVP specified
- [ ] Learning goals for MVP articulated
- [ ] Timeline expectations set
## 3. USER EXPERIENCE REQUIREMENTS
### 3.1 User Journeys & Flows
- [ ] Primary user flows documented
- [ ] Entry and exit points for each flow identified
- [ ] Decision points and branches mapped
- [ ] Critical path highlighted
- [ ] Edge cases considered
### 3.2 Usability Requirements
- [ ] Accessibility considerations documented
- [ ] Platform/device compatibility specified
- [ ] Performance expectations from user perspective defined
- [ ] Error handling and recovery approaches outlined
- [ ] User feedback mechanisms identified
### 3.3 UI Requirements
- [ ] Information architecture outlined
- [ ] Critical UI components identified
- [ ] Visual design guidelines referenced (if applicable)
- [ ] Content requirements specified
- [ ] High-level navigation structure defined
## 4. FUNCTIONAL REQUIREMENTS
### 4.1 Feature Completeness
- [ ] All required features for MVP documented
- [ ] Features have clear, user-focused descriptions
- [ ] Feature priority/criticality indicated
- [ ] Requirements are testable and verifiable
- [ ] Dependencies between features identified
### 4.2 Requirements Quality
- [ ] Requirements are specific and unambiguous
- [ ] Requirements focus on WHAT not HOW
- [ ] Requirements use consistent terminology
- [ ] Complex requirements broken into simpler parts
- [ ] Technical jargon minimized or explained
### 4.3 User Stories & Acceptance Criteria
- [ ] Stories follow consistent format
- [ ] Acceptance criteria are testable
- [ ] Stories are sized appropriately (not too large)
- [ ] Stories are independent where possible
- [ ] Stories include necessary context
## 5. NON-FUNCTIONAL REQUIREMENTS
### 5.1 Performance Requirements
- [ ] Response time expectations defined
- [ ] Throughput/capacity requirements specified
- [ ] Scalability needs documented
- [ ] Resource utilization constraints identified
- [ ] Load handling expectations set
### 5.2 Security & Compliance
- [ ] Data protection requirements specified
- [ ] Authentication/authorization needs defined
- [ ] Compliance requirements documented
- [ ] Security testing requirements outlined
- [ ] Privacy considerations addressed
### 5.3 Reliability & Resilience
- [ ] Availability requirements defined
- [ ] Backup and recovery needs documented
- [ ] Fault tolerance expectations set
- [ ] Error handling requirements specified
- [ ] Maintenance and support considerations included
### 5.4 Technical Constraints
- [ ] Platform/technology constraints documented
- [ ] Integration requirements outlined
- [ ] Third-party service dependencies identified
- [ ] Infrastructure requirements specified
- [ ] Development environment needs identified
## 6. EPIC & STORY STRUCTURE
### 6.1 Epic Definition
- [ ] Epics represent cohesive units of functionality
- [ ] Epics focus on user/business value delivery
- [ ] Epic goals clearly articulated
- [ ] Epics are sized appropriately for incremental delivery
- [ ] Epic sequence and dependencies identified
### 6.2 Story Breakdown
- [ ] Stories are broken down to appropriate size
- [ ] Stories have clear, independent value
- [ ] Stories include appropriate acceptance criteria
- [ ] Story dependencies and sequence documented
- [ ] Stories aligned with epic goals
### 6.3 First Epic Completeness
- [ ] First epic includes all necessary setup steps
- [ ] Project scaffolding and initialization addressed
- [ ] Core infrastructure setup included
- [ ] Development environment setup addressed
- [ ] Local testability established early
## 7. TECHNICAL GUIDANCE
### 7.1 Architecture Guidance
- [ ] Initial architecture direction provided
- [ ] Technical constraints clearly communicated
- [ ] Integration points identified
- [ ] Performance considerations highlighted
- [ ] Security requirements articulated
### 7.2 Technical Decision Framework
- [ ] Decision criteria for technical choices provided
- [ ] Trade-offs articulated for key decisions
- [ ] Non-negotiable technical requirements highlighted
- [ ] Areas requiring technical investigation identified
- [ ] Guidance on technical debt approach provided
### 7.3 Implementation Considerations
- [ ] Development approach guidance provided
- [ ] Testing requirements articulated
- [ ] Deployment expectations set
- [ ] Monitoring needs identified
- [ ] Documentation requirements specified
## 8. CROSS-FUNCTIONAL REQUIREMENTS
### 8.1 Data Requirements
- [ ] Data entities and relationships identified
- [ ] Data storage requirements specified
- [ ] Data quality requirements defined
- [ ] Data retention policies identified
- [ ] Data migration needs addressed (if applicable)
### 8.2 Integration Requirements
- [ ] External system integrations identified
- [ ] API requirements documented
- [ ] Authentication for integrations specified
- [ ] Data exchange formats defined
- [ ] Integration testing requirements outlined
### 8.3 Operational Requirements
- [ ] Deployment frequency expectations set
- [ ] Environment requirements defined
- [ ] Monitoring and alerting needs identified
- [ ] Support requirements documented
- [ ] Performance monitoring approach specified
## 9. CLARITY & COMMUNICATION
### 9.1 Documentation Quality
- [ ] Documents use clear, consistent language
- [ ] Documents are well-structured and organized
- [ ] Technical terms are defined where necessary
- [ ] Diagrams/visuals included where helpful
- [ ] Documentation is versioned appropriately
### 9.2 Stakeholder Alignment
- [ ] Key stakeholders identified
- [ ] Stakeholder input incorporated
- [ ] Potential areas of disagreement addressed
- [ ] Communication plan for updates established
- [ ] Approval process defined
## PRD & EPIC VALIDATION SUMMARY
### Category Statuses
| Category | Status | Critical Issues |
| -------------------------------- | ----------------- | --------------- |
| 1. Problem Definition & Context | PASS/FAIL/PARTIAL | |
| 2. MVP Scope Definition | PASS/FAIL/PARTIAL | |
| 3. User Experience Requirements | PASS/FAIL/PARTIAL | |
| 4. Functional Requirements | PASS/FAIL/PARTIAL | |
| 5. Non-Functional Requirements | PASS/FAIL/PARTIAL | |
| 6. Epic & Story Structure | PASS/FAIL/PARTIAL | |
| 7. Technical Guidance | PASS/FAIL/PARTIAL | |
| 8. Cross-Functional Requirements | PASS/FAIL/PARTIAL | |
| 9. Clarity & Communication | PASS/FAIL/PARTIAL | |
### Critical Deficiencies
- List all critical issues that must be addressed before handoff to Architect
### Recommendations
- Provide specific recommendations for addressing each deficiency
### Final Decision
- **READY FOR ARCHITECT**: The PRD and epics are comprehensive, properly structured, and ready for architectural design.
- **NEEDS REFINEMENT**: The requirements documentation requires additional work to address the identified deficiencies.

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@@ -4,6 +4,8 @@ You are an expert Product Manager specializing in translating high-level project
You are highly organized, detail-oriented, possess excellent communication skills for collaborating with users, Product Owners, and technical teams (like Architects), and are proficient in using structured templates for documentation. You understand the difference between defining _what_ the product should do (functional requirements, user needs, constraints) and _how_ it will be built (technical implementation, specific service choices - which is the Architect's domain).
To ensure thorough and high-quality product requirements, you use the comprehensive [PM Checklist](pm-checklist.txt) as your systematic validation framework, ensuring no critical aspects of product definition are overlooked.
# Core Capabilities & Goal
You operate in two distinct modes depending on the project's current state:
@@ -130,7 +132,16 @@ When beginning an interaction:
- Make appropriate adjustments to simplify, defer, or restructure work as agreed with the User/PO.
8. **(Optional) Identify/Conduct Research:** If functional feasibility or options for required capabilities are unclear, outline the need for research (potentially creating a comprehensive research report).
9. **(If UI Exists) Address UI:** Define high-level UX/UI in PRD. Collaborate with Designer/User on initial [UI UX Spec Template](ui-ux-spec.txt) content if applicable.
10. **Review & Handoff:** Respond with the report containing a PRD as markdown, each Epic as markdown, and optionally the ux-ui-spec as markdown for functional consistency and completeness. Handoff drafts to the **Architect** (for technical design and later refinement input) and **Product Owner** (for initial review and eventual validation). Clearly state that the Epic files are functional drafts awaiting technical enrichment and final sequence validation.
10. **Review & Handoff:** Respond with the report containing a PRD as markdown, each Epic as markdown, and optionally the ux-ui-spec as markdown for functional consistency and completeness.
**Apply the PM Requirements Checklist:** Systematically work through the [PM Checklist](pm-checklist.txt) to validate the completeness and quality of your PRD and Epic definitions:
- Document whether each checklist item is satisfied
- Note any deficiencies or areas for improvement
- Create a validation summary with status for each category
- Address any critical deficiencies before proceeding
Once validation is complete and requirements meet quality standards, handoff drafts to the **Architect** (for technical design and later refinement input) and **Product Owner** (for initial review and eventual validation). Clearly state that the Epic files are functional drafts awaiting technical enrichment and final sequence validation.
# Instructions for Mode 2: Product Refinement & Advisory

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@@ -17,7 +17,7 @@
### Product Manager (PM)
- Instructions: 2-pm-gem.md pasted into instructions
- Knowledge: prd.txt, epicN.txt, ui-ux-spec.txt
- Knowledge: prd.txt, epicN.txt, ui-ux-spec.txt, pm-checklist.txt
- During Chat - Mode 1 - 2.5 Pro Deep Research recommended. Mode 2 2.5 Pro Thinking Mode. Start by also attaching the product brief.
### Architect

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@@ -0,0 +1,235 @@
# Product Manager (PM) Requirements Checklist
This checklist serves as a comprehensive framework to ensure the Product Requirements Document (PRD) and Epic definitions are complete, well-structured, and appropriately scoped for MVP development. The PM should systematically work through each item during the product definition process.
## 1. PROBLEM DEFINITION & CONTEXT
### 1.1 Problem Statement
- [ ] Clear articulation of the problem being solved
- [ ] Identification of who experiences the problem
- [ ] Explanation of why solving this problem matters
- [ ] Quantification of problem impact (if possible)
- [ ] Differentiation from existing solutions
### 1.2 Business Goals & Success Metrics
- [ ] Specific, measurable business objectives defined
- [ ] Clear success metrics and KPIs established
- [ ] Metrics are tied to user and business value
- [ ] Baseline measurements identified (if applicable)
- [ ] Timeframe for achieving goals specified
### 1.3 User Research & Insights
- [ ] Target user personas clearly defined
- [ ] User needs and pain points documented
- [ ] User research findings summarized (if available)
- [ ] Competitive analysis included
- [ ] Market context provided
## 2. MVP SCOPE DEFINITION
### 2.1 Core Functionality
- [ ] Essential features clearly distinguished from nice-to-haves
- [ ] Features directly address defined problem statement
- [ ] Each feature ties back to specific user needs
- [ ] Features are described from user perspective
- [ ] Minimum requirements for success defined
### 2.2 Scope Boundaries
- [ ] Clear articulation of what is OUT of scope
- [ ] Future enhancements section included
- [ ] Rationale for scope decisions documented
- [ ] MVP minimizes functionality while maximizing learning
- [ ] Scope has been reviewed and refined multiple times
### 2.3 MVP Validation Approach
- [ ] Method for testing MVP success defined
- [ ] Initial user feedback mechanisms planned
- [ ] Criteria for moving beyond MVP specified
- [ ] Learning goals for MVP articulated
- [ ] Timeline expectations set
## 3. USER EXPERIENCE REQUIREMENTS
### 3.1 User Journeys & Flows
- [ ] Primary user flows documented
- [ ] Entry and exit points for each flow identified
- [ ] Decision points and branches mapped
- [ ] Critical path highlighted
- [ ] Edge cases considered
### 3.2 Usability Requirements
- [ ] Accessibility considerations documented
- [ ] Platform/device compatibility specified
- [ ] Performance expectations from user perspective defined
- [ ] Error handling and recovery approaches outlined
- [ ] User feedback mechanisms identified
### 3.3 UI Requirements
- [ ] Information architecture outlined
- [ ] Critical UI components identified
- [ ] Visual design guidelines referenced (if applicable)
- [ ] Content requirements specified
- [ ] High-level navigation structure defined
## 4. FUNCTIONAL REQUIREMENTS
### 4.1 Feature Completeness
- [ ] All required features for MVP documented
- [ ] Features have clear, user-focused descriptions
- [ ] Feature priority/criticality indicated
- [ ] Requirements are testable and verifiable
- [ ] Dependencies between features identified
### 4.2 Requirements Quality
- [ ] Requirements are specific and unambiguous
- [ ] Requirements focus on WHAT not HOW
- [ ] Requirements use consistent terminology
- [ ] Complex requirements broken into simpler parts
- [ ] Technical jargon minimized or explained
### 4.3 User Stories & Acceptance Criteria
- [ ] Stories follow consistent format
- [ ] Acceptance criteria are testable
- [ ] Stories are sized appropriately (not too large)
- [ ] Stories are independent where possible
- [ ] Stories include necessary context
## 5. NON-FUNCTIONAL REQUIREMENTS
### 5.1 Performance Requirements
- [ ] Response time expectations defined
- [ ] Throughput/capacity requirements specified
- [ ] Scalability needs documented
- [ ] Resource utilization constraints identified
- [ ] Load handling expectations set
### 5.2 Security & Compliance
- [ ] Data protection requirements specified
- [ ] Authentication/authorization needs defined
- [ ] Compliance requirements documented
- [ ] Security testing requirements outlined
- [ ] Privacy considerations addressed
### 5.3 Reliability & Resilience
- [ ] Availability requirements defined
- [ ] Backup and recovery needs documented
- [ ] Fault tolerance expectations set
- [ ] Error handling requirements specified
- [ ] Maintenance and support considerations included
### 5.4 Technical Constraints
- [ ] Platform/technology constraints documented
- [ ] Integration requirements outlined
- [ ] Third-party service dependencies identified
- [ ] Infrastructure requirements specified
- [ ] Development environment needs identified
## 6. EPIC & STORY STRUCTURE
### 6.1 Epic Definition
- [ ] Epics represent cohesive units of functionality
- [ ] Epics focus on user/business value delivery
- [ ] Epic goals clearly articulated
- [ ] Epics are sized appropriately for incremental delivery
- [ ] Epic sequence and dependencies identified
### 6.2 Story Breakdown
- [ ] Stories are broken down to appropriate size
- [ ] Stories have clear, independent value
- [ ] Stories include appropriate acceptance criteria
- [ ] Story dependencies and sequence documented
- [ ] Stories aligned with epic goals
### 6.3 First Epic Completeness
- [ ] First epic includes all necessary setup steps
- [ ] Project scaffolding and initialization addressed
- [ ] Core infrastructure setup included
- [ ] Development environment setup addressed
- [ ] Local testability established early
## 7. TECHNICAL GUIDANCE
### 7.1 Architecture Guidance
- [ ] Initial architecture direction provided
- [ ] Technical constraints clearly communicated
- [ ] Integration points identified
- [ ] Performance considerations highlighted
- [ ] Security requirements articulated
### 7.2 Technical Decision Framework
- [ ] Decision criteria for technical choices provided
- [ ] Trade-offs articulated for key decisions
- [ ] Non-negotiable technical requirements highlighted
- [ ] Areas requiring technical investigation identified
- [ ] Guidance on technical debt approach provided
### 7.3 Implementation Considerations
- [ ] Development approach guidance provided
- [ ] Testing requirements articulated
- [ ] Deployment expectations set
- [ ] Monitoring needs identified
- [ ] Documentation requirements specified
## 8. CROSS-FUNCTIONAL REQUIREMENTS
### 8.1 Data Requirements
- [ ] Data entities and relationships identified
- [ ] Data storage requirements specified
- [ ] Data quality requirements defined
- [ ] Data retention policies identified
- [ ] Data migration needs addressed (if applicable)
### 8.2 Integration Requirements
- [ ] External system integrations identified
- [ ] API requirements documented
- [ ] Authentication for integrations specified
- [ ] Data exchange formats defined
- [ ] Integration testing requirements outlined
### 8.3 Operational Requirements
- [ ] Deployment frequency expectations set
- [ ] Environment requirements defined
- [ ] Monitoring and alerting needs identified
- [ ] Support requirements documented
- [ ] Performance monitoring approach specified
## 9. CLARITY & COMMUNICATION
### 9.1 Documentation Quality
- [ ] Documents use clear, consistent language
- [ ] Documents are well-structured and organized
- [ ] Technical terms are defined where necessary
- [ ] Diagrams/visuals included where helpful
- [ ] Documentation is versioned appropriately
### 9.2 Stakeholder Alignment
- [ ] Key stakeholders identified
- [ ] Stakeholder input incorporated
- [ ] Potential areas of disagreement addressed
- [ ] Communication plan for updates established
- [ ] Approval process defined
## PRD & EPIC VALIDATION SUMMARY
### Category Statuses
| Category | Status | Critical Issues |
|----------|--------|----------------|
| 1. Problem Definition & Context | PASS/FAIL/PARTIAL | |
| 2. MVP Scope Definition | PASS/FAIL/PARTIAL | |
| 3. User Experience Requirements | PASS/FAIL/PARTIAL | |
| 4. Functional Requirements | PASS/FAIL/PARTIAL | |
| 5. Non-Functional Requirements | PASS/FAIL/PARTIAL | |
| 6. Epic & Story Structure | PASS/FAIL/PARTIAL | |
| 7. Technical Guidance | PASS/FAIL/PARTIAL | |
| 8. Cross-Functional Requirements | PASS/FAIL/PARTIAL | |
| 9. Clarity & Communication | PASS/FAIL/PARTIAL | |
### Critical Deficiencies
- List all critical issues that must be addressed before handoff to Architect
### Recommendations
- Provide specific recommendations for addressing each deficiency
### Final Decision
- **READY FOR ARCHITECT**: The PRD and epics are comprehensive, properly structured, and ready for architectural design.
- **NEEDS REFINEMENT**: The requirements documentation requires additional work to address the identified deficiencies.