consolidated prd isntruction

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Brian Madison
2025-10-14 19:58:44 -05:00
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commit 0f126b7f87
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# PRD Workflow - Large Projects (Level 3-4)
<workflow>
<critical>The workflow execution engine is governed by: {project_root}/bmad/core/tasks/workflow.xml</critical>
<critical>You MUST have already loaded and processed: {installed_path}/workflow.yaml</critical>
<critical>This is the LARGE instruction set for Level 3-4 projects - full PRD + architect handoff</critical>
<critical>Project analysis already completed - proceeding with comprehensive requirements</critical>
<critical>NO TECH-SPEC - architecture handled by specialist workflow</critical>
<critical>Uses prd_template for PRD output, epics_template for epics output</critical>
<critical>If users mention technical details, append to technical_preferences with timestamp</critical>
<step n="1" goal="Load context and handle continuation">
<action>Load bmm-workflow-status.md</action>
<action>Confirm Level 3-4 - Full product or platform</action>
<check if="continuation_mode == true">
<action>Load existing PRD.md and check completion status</action>
<ask>Found existing work. Would you like to:
1. Review what's done and continue
2. Modify existing sections
3. Start fresh
</ask>
<action>If continuing, skip to first incomplete section</action>
</check>
<check if="new or starting fresh">
Check `output_folder` for `product_brief`, `market_research`, and other docs.
<critical>For Level 3-4, Product Brief is STRONGLY recommended</critical>
<action>Load prd_template from workflow.yaml</action>
Get comprehensive description of the project vision.
<template-output>description</template-output>
</check>
</step>
<step n="2" goal="Define deployment intent and strategic goals">
<ask>What is the deployment intent?
- MVP for early users
- Production SaaS/application
- Enterprise system
- Platform/ecosystem
</ask>
<template-output>deployment_intent</template-output>
**Goal Guidelines**:
- Level 3: 3-5 strategic goals
- Level 4: 5-7 strategic goals
Each goal should be measurable and outcome-focused.
<template-output>goals</template-output>
</step>
<step n="3" goal="Comprehensive context">
1-2 paragraphs on problem, current situation, why now.
<template-output>context</template-output>
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</step>
<step n="4" goal="Comprehensive functional requirements">
**FR Guidelines**:
- Level 3: 12-20 FRs
- Level 4: 20-30 FRs
Group related features logically.
<template-output>functional_requirements</template-output>
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</step>
<step n="5" goal="Comprehensive non-functional requirements">
Match NFRs to deployment intent (8-12 NFRs)
<template-output>non_functional_requirements</template-output>
</step>
<step n="6" goal="Detailed user journeys">
**Journey Requirements**:
- Level 3: 2-3 detailed journeys
- Level 4: 3-5 comprehensive journeys
Map complete user flows with decision points.
<template-output>user_journeys</template-output>
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</step>
<step n="7" goal="Comprehensive UX principles">
8-10 UX principles guiding all interface decisions.
<template-output>ux_principles</template-output>
</step>
<step n="8" goal="Epic structure for phased delivery">
**Epic Guidelines**:
- Level 3: 2-5 epics (12-40 stories)
- Level 4: 5+ epics (40+ stories)
Each epic delivers significant value.
<template-output>epics</template-output>
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</step>
<step n="9" goal="Generate detailed epic breakdown in epics.md">
<action>Load epics_template from workflow.yaml</action>
<critical>Create separate epics.md with full story hierarchy</critical>
<template-output file="epics.md">epic_overview</template-output>
<for-each epic="epic_list">
Generate Epic {{epic_number}} with expanded goals, capabilities, success criteria.
Generate all stories with:
- User story format
- Prerequisites
- Acceptance criteria (3-8 per story)
- Technical notes (high-level only)
<template-output file="epics.md">epic\_{{epic_number}}\_details</template-output>
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</for-each>
</step>
<step n="10" goal="Document out of scope">
List features/ideas preserved for future phases.
<template-output>out_of_scope</template-output>
</step>
<step n="11" goal="Document assumptions and dependencies">
Only document ACTUAL assumptions from discussion.
<template-output>assumptions_and_dependencies</template-output>
</step>
<step n="12" goal="Generate architect handoff and next steps checklist">
## Next Steps for {{project_name}}
Since this is a Level {{project_level}} project, you need architecture before stories.
**Start new chat with architect and provide:**
1. This PRD: `{{default_output_file}}`
2. Epic structure: `{{epics_output_file}}`
3. Input documents: {{input_documents}}
**Ask architect to:**
- Run `architecture` workflow
- Consider reference architectures
- Generate solution fragments
- Create solution-architecture.md
## Complete Next Steps Checklist
<action>Generate comprehensive checklist based on project analysis</action>
### Phase 1: Architecture and Design
- [ ] **Run architecture workflow** (REQUIRED)
- Command: `workflow architecture`
- Input: PRD.md, epics.md
- Output: solution-architecture.md
<check if="project has significant UX/UI components (Level 3-4 typically does)">
- [ ] **Run UX specification workflow** (HIGHLY RECOMMENDED for user-facing systems) - Command: `workflow plan-project` then select "UX specification" - Or continue within this workflow if UI-heavy - Input: PRD.md, epics.md, solution-architecture.md (once available) - Output: ux-specification.md - Optional: AI Frontend Prompt for rapid prototyping - Note: Creates comprehensive UX/UI spec including IA, user flows, components
<action>Update workflow status file to mark ux-spec as next step</action>
<action>In status file, set next_action: "Run UX specification workflow"</action>
<action>In status file, set next_command: "ux-spec"</action>
<action>In status file, set next_agent: "PM"</action>
<action>Add to decisions log: "PRD complete. UX workflow required due to UI components."</action>
</check>
### Phase 2: Detailed Planning
- [ ] **Generate detailed user stories**
- Command: `workflow generate-stories`
- Input: epics.md + solution-architecture.md
- Output: user-stories.md with full acceptance criteria
- [ ] **Create technical design documents**
- Database schema
- API specifications
- Integration points
- [ ] **Define testing strategy**
- Unit test approach
- Integration test plan
- UAT criteria
### Phase 3: Development Preparation
- [ ] **Set up development environment**
- Repository structure
- CI/CD pipeline
- Development tools
- [ ] **Create sprint plan**
- Story prioritization
- Sprint boundaries
- Resource allocation
- [ ] **Establish monitoring and metrics**
- Success metrics from PRD
- Technical monitoring
- User analytics
<ask>Project Planning Complete! Next immediate action:
1. Start architecture workflow with the architect in a new context window
2. Create UX specification (if UI-heavy project)
3. Generate AI Frontend Prompt (if UX complete)
4. Review all outputs with stakeholders
5. Begin detailed story generation
6. Exit workflow
Which would you like to proceed with?</ask>
<check if="user selects option 2">
<invoke-workflow>{project-root}/bmad/bmm/workflows/2-plan/ux/workflow.yaml</invoke-workflow>
<action>Pass mode="integrated" with Level 3-4 context</action>
</check>
<check if="user selects option 3">
<invoke-task>{project-root}/bmad/bmm/tasks/ai-fe-prompt.md</invoke-task>
</check>
</step>
</workflow>

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# PRD Workflow - Medium Projects (Level 1-2)
<workflow>
<critical>The workflow execution engine is governed by: {project_root}/bmad/core/tasks/workflow.xml</critical>
<critical>You MUST have already loaded and processed: {installed_path}/workflow.yaml</critical>
<critical>This is the MEDIUM instruction set for Level 1-2 projects - minimal PRD + solutioning handoff</critical>
<critical>Project analysis already completed - proceeding with focused requirements</critical>
<critical>Uses prd_template for PRD output, epics_template for epics output</critical>
<critical>NO TECH-SPEC - solutioning handled by specialist workflow</critical>
<critical>If users mention technical details, append to technical_preferences with timestamp</critical>
<step n="1" goal="Load context and handle continuation">
<action>Load bmm-workflow-status.md</action>
<action>Confirm Level 1-2 - Feature or small system</action>
<check if="continuation_mode == true">
<action>Load existing PRD.md and check completion status</action>
<ask>Found existing work. Would you like to:
1. Review what's done and continue
2. Modify existing sections
3. Start fresh
</ask>
<action>If continuing, skip to first incomplete section</action>
</check>
<check if="new or starting fresh">
Check `output_folder` for existing docs. Ask user if they have a Product Brief.
<action>Load prd_template from workflow.yaml</action>
<critical>Discuss with them to get the core idea of what they're building</critical>
<template-output>description</template-output>
</check>
</step>
<step n="2" goal="Define deployment intent and goals">
<ask>What is the deployment intent?
- Demo/POC
- MVP for early users
- Production app
</ask>
<template-output>deployment_intent</template-output>
**Goal Guidelines**:
- Level 1: 1-2 primary goals
- Level 2: 2-3 primary goals
<template-output>goals</template-output>
</step>
<step n="3" goal="Brief context">
**Keep it brief**: 1 paragraph on why this matters now.
<template-output>context</template-output>
</step>
<step n="4" goal="Functional requirements - focused set">
**FR Guidelines**:
- Level 1: 3-8 FRs
- Level 2: 8-15 FRs
**Format**: `FR001: [user capability]`
<template-output>functional_requirements</template-output>
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</step>
<step n="5" goal="Non-functional requirements - essentials only">
Focus on critical NFRs only (3-5 max)
<template-output>non_functional_requirements</template-output>
</step>
<step n="6" goal="Simple user journey" if="level >= 2">
- Level 2: 1 simple user journey for primary use case
<template-output>user_journeys</template-output>
</step>
<step n="7" goal="Basic UX principles" optional="true">
3-5 key UX principles if relevant
<template-output>ux_principles</template-output>
</step>
<step n="8" goal="Simple epic structure">
**Epic Guidelines**:
- Level 1: 1 epic with 1-10 stories
- Level 2: 1-2 epics with 5-15 stories total
Create simple epic list with story titles.
<template-output>epics</template-output>
<action>Load epics_template from workflow.yaml</action>
Generate epic-stories.md with basic story structure.
<template-output file="epic-stories.md">epic_stories</template-output>
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</step>
<step n="9" goal="Document out of scope" optional="true">
List features/ideas preserved for future phases.
<template-output>out_of_scope</template-output>
</step>
<step n="10" goal="Document assumptions and dependencies" optional="true">
Only document ACTUAL assumptions from discussion.
<template-output>assumptions_and_dependencies</template-output>
</step>
<step n="11" goal="Validate cohesion" optional="true">
<action>Offer to run cohesion validation</action>
<ask>Planning complete! Before proceeding to next steps, would you like to validate project cohesion?
**Cohesion Validation** checks:
- PRD-Tech Spec alignment
- Feature sequencing and dependencies
- Infrastructure setup order (greenfield)
- Integration risks and rollback plans (brownfield)
- External dependencies properly planned
- UI/UX considerations (if applicable)
Run cohesion validation? (y/n)</ask>
<check if="yes">
<action>Load {installed_path}/checklist.md</action>
<action>Review all outputs against "Cohesion Validation (All Levels)" section</action>
<action>Validate PRD sections, then cohesion sections A-H as applicable</action>
<action>Apply Section B (Greenfield) or Section C (Brownfield) based on field_type</action>
<action>Include Section E (UI/UX) if UI components exist</action>
<action>Generate comprehensive validation report with findings</action>
</check>
</step>
<step n="12" goal="Generate solutioning handoff and next steps checklist">
## Next Steps for {{project_name}}
Since this is a Level {{project_level}} project, you need solutioning before implementation.
**Start new chat with solutioning workflow and provide:**
1. This PRD: `{{default_output_file}}`
2. Epic structure: `{{epics_output_file}}`
3. Input documents: {{input_documents}}
**Ask solutioning workflow to:**
- Run `3-solutioning` workflow
- Generate solution-architecture.md
- Create per-epic tech specs
## Complete Next Steps Checklist
<action>Generate comprehensive checklist based on project analysis</action>
### Phase 1: Solution Architecture and Design
- [ ] **Run solutioning workflow** (REQUIRED)
- Command: `workflow solution-architecture`
- Input: PRD.md, epic-stories.md
- Output: solution-architecture.md, tech-spec-epic-N.md files
<check if="project has significant UX/UI components (Level 1-2 with UI)">
- [ ] **Run UX specification workflow** (HIGHLY RECOMMENDED for user-facing systems) - Command: `workflow plan-project` then select "UX specification" - Or continue within this workflow if UI-heavy - Input: PRD.md, epic-stories.md, solution-architecture.md (once available) - Output: ux-specification.md - Optional: AI Frontend Prompt for rapid prototyping - Note: Creates comprehensive UX/UI spec including IA, user flows, components
<action>Update workflow status file to mark ux-spec as next step</action>
<action>In status file, set next_action: "Run UX specification workflow"</action>
<action>In status file, set next_command: "ux-spec"</action>
<action>In status file, set next_agent: "PM"</action>
<action>Add to decisions log: "PRD complete. UX workflow required due to UI components."</action>
</check>
### Phase 2: Detailed Planning
- [ ] **Generate detailed user stories**
- Command: `workflow generate-stories`
- Input: epic-stories.md + solution-architecture.md
- Output: user-stories.md with full acceptance criteria
- [ ] **Create technical design documents**
- Database schema
- API specifications
- Integration points
### Phase 3: Development Preparation
- [ ] **Set up development environment**
- Repository structure
- CI/CD pipeline
- Development tools
- [ ] **Create sprint plan**
- Story prioritization
- Sprint boundaries
- Resource allocation
<ask>Project Planning Complete! Next immediate action:
1. Start solutioning workflow
2. Create UX specification (if UI-heavy project)
3. Generate AI Frontend Prompt (if UX complete)
4. Review all outputs with stakeholders
5. Begin detailed story generation
6. Exit workflow
Which would you like to proceed with?</ask>
<check if="user selects option 2">
<invoke-workflow>{project-root}/bmad/bmm/workflows/2-plan/ux/workflow.yaml</invoke-workflow>
<action>Pass mode="integrated" with Level 1-2 context</action>
</check>
<check if="user selects option 3">
<invoke-task>{project-root}/bmad/bmm/tasks/ai-fe-prompt.md</invoke-task>
</check>
</step>
</workflow>

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# PRD Workflow - Unified Instructions (Level 2-4)
<workflow>
<critical>The workflow execution engine is governed by: {project_root}/bmad/core/tasks/workflow.xml</critical>
<critical>You MUST have already loaded and processed: {installed_path}/workflow.yaml</critical>
<critical>This is the UNIFIED instruction set for Level 2-4 projects - scale-adaptive PRD</critical>
<critical>Level 0-1 use tech-spec workflow - this workflow is ONLY for Level 2-4</critical>
<critical>Uses prd_template for PRD output, epics_template for epics.md output</critical>
<critical>NO TECH-SPEC in this workflow - architecture/solutioning handled by specialist workflows</critical>
<critical>If users mention technical details, append to technical_preferences</critical>
<!-- TEMPLATE OUTPUT SYNTAX GUIDE -->
<syntax-guide>
**Understanding template-output tags:**
`<template-output>section_name</template-output>`
→ Fills a SECTION within the PRD template (creates/updates PRD.md)
→ Example: <template-output>goals</template-output> fills the "Goals" section in PRD.md
`<template-output file="filename.md">content_description</template-output>`
→ Creates a SEPARATE PHYSICAL FILE using the specified template structure
→ This is NOT optional - you MUST create this file
→ Example: <template-output file="epics.md">epic_details</template-output> creates a new file called epics.md
**Critical:** When you see `file="filename.md"`, you must physically create that file - it is a required deliverable!
</syntax-guide>
<step n="1" goal="Load context, determine level, and handle continuation">
<action>Load bmm-workflow-status.md</action>
<action>Confirm project_level is 2, 3, or 4</action>
<check if="level < 2">
<error>This workflow is for Level 2-4 only. Level 0-1 should use tech-spec workflow.</error>
<action>Exit and redirect to tech-spec workflow</action>
</check>
<check if="continuation_mode == true">
<action>Load existing PRD.md and check completion status</action>
<ask>Found existing work. Would you like to:
1. Review what's done and continue
2. Modify existing sections
3. Start fresh
</ask>
<action>If continuing, skip to first incomplete section</action>
</check>
<check if="new or starting fresh">
Check `output_folder` for existing docs.
<check if="level >= 3">
<critical>Product Brief is STRONGLY recommended for Level 3-4</critical>
</check>
<check if="level == 2">
<action>Ask if they have a Product Brief (optional but helpful)</action>
</check>
<action>Load prd_template from workflow.yaml</action>
<check if="level == 2">
<action>Discuss to get core idea of what they're building</action>
</check>
<check if="level >= 3">
<action>Get comprehensive description of the project vision</action>
</check>
<template-output>description</template-output>
</check>
</step>
<step n="2" goal="Define deployment intent and goals">
<ask>What is the deployment intent?
<check if="level == 2">
- Demo/POC
- MVP for early users
- Production app
</check>
<check if="level >= 3">
- MVP for early users
- Production SaaS/application
- Enterprise system
- Platform/ecosystem
</check>
</ask>
<template-output>deployment_intent</template-output>
**Goal Guidelines (scale-adaptive):**
- **Level 2:** 2-3 primary goals
- **Level 3:** 3-5 strategic goals (measurable, outcome-focused)
- **Level 4:** 5-7 strategic goals (measurable, outcome-focused)
<check if="level >= 3">
<critical>Each goal should be measurable and outcome-focused</critical>
</check>
<template-output>goals</template-output>
</step>
<step n="3" goal="Context - scale-adaptive depth">
<check if="level == 2">
**Keep it brief:** 1 paragraph on why this matters now.
Focus: Immediate problem and solution value
</check>
<check if="level >= 3">
**Comprehensive context:** 1-2 paragraphs on problem, current situation, why now.
Focus: Strategic positioning and market context
</check>
<template-output>context</template-output>
<check if="level >= 3">
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</check>
</step>
<step n="4" goal="Functional requirements - scale-adaptive">
**FR Guidelines (scale-adaptive):**
- **Level 2:** 8-15 FRs (focused set - what's essential to launch)
- **Level 3:** 12-20 FRs (comprehensive - complete product vision)
- **Level 4:** 20-30 FRs (comprehensive - full platform capabilities)
<check if="level == 2">
Group related features by capability area.
Focus on core functionality needed for MVP.
</check>
<check if="level >= 3">
Group features logically across all domains.
Cover complete product vision with clear categorization.
</check>
**Format:** `FR001: [user capability]`
<template-output>functional_requirements</template-output>
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</step>
<step n="5" goal="Non-functional requirements - scale-adaptive">
**NFR Guidelines (scale-adaptive):**
- **Level 2:** 3-5 NFRs (critical only - essential for deployment)
- **Level 3:** 8-12 NFRs (comprehensive - matched to deployment intent)
- **Level 4:** 8-12 NFRs (comprehensive - enterprise-grade requirements)
<check if="level == 2">
Focus on critical NFRs only (performance, security, availability basics).
</check>
<check if="level >= 3">
Match NFRs to deployment intent. Include scalability, monitoring, compliance, etc.
</check>
<template-output>non_functional_requirements</template-output>
</step>
<step n="6" goal="User journeys - scale-adaptive" optional="level == 2">
**Journey Guidelines (scale-adaptive):**
- **Level 2:** 0-1 simple journey (optional - primary use case happy path)
- **Level 3:** 2-3 detailed journeys (required - complete flows with decision points)
- **Level 4:** 3-5 comprehensive journeys (required - all personas and edge cases)
<check if="level == 2">
<ask>Would you like to document a user journey for the primary use case? (recommended but optional)</ask>
<check if="yes">
Create 1 simple journey showing the happy path.
</check>
</check>
<check if="level >= 3">
<critical>User journeys are REQUIRED for Level 3-4</critical>
Map complete user flows with decision points, alternatives, and edge cases.
</check>
<template-output>user_journeys</template-output>
<check if="level >= 3">
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</check>
</step>
<step n="7" goal="UX principles - scale-adaptive" optional="level == 2">
**UX Principles Guidelines (scale-adaptive):**
- **Level 2:** 3-5 key principles (optional - if UI-heavy)
- **Level 3:** 8-10 principles (required - guiding all interface decisions)
- **Level 4:** 8-10 principles (required - comprehensive design system guidance)
<check if="level == 2">
<ask>Does this project have significant UI components? If so, document 3-5 key UX principles.</ask>
</check>
<check if="level >= 3">
<critical>UX principles are REQUIRED for Level 3-4</critical>
Document 8-10 comprehensive principles guiding all interface decisions.
</check>
<template-output>ux_principles</template-output>
</step>
<step n="8" goal="Epic structure summary for PRD">
**Epic Guidelines (scale-adaptive):**
- **Level 2:** 1-2 epics with 5-15 stories total
- **Level 3:** 2-5 epics with 12-40 stories total
- **Level 4:** 5+ epics with 40+ stories total
<check if="level == 2">
Focus: Get to implementation quickly with simple epic grouping.
Create simple epic list showing how work is organized.
</check>
<check if="level >= 3">
Focus: Comprehensive planning for phased rollout.
Each epic should deliver significant value and be independently deployable where possible.
</check>
**Create epic summary list for PRD:**
- Epic name
- Epic goal (1-2 sentences)
- Story count estimate
- Priority/sequence
<template-output>epics</template-output>
<check if="level >= 3">
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</check>
<check if="level == 2">
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</check>
</step>
<step n="9" goal="Generate detailed epic breakdown in epics.md">
<critical>REQUIRED FOR ALL LEVELS: Create separate epics.md with full story hierarchy</critical>
<critical>This is a SEPARATE FILE from PRD.md - you MUST physically create this file</critical>
<action>Load epics_template from workflow.yaml: {installed_path}/epics-template.md</action>
<critical>USE THIS TEMPLATE to create {epics_output_file} (epics.md) with the following structure:
- Header with project metadata (project_name, user_name, date, project_level, target_scale)
- Epic Overview section (high-level summary of all epics and delivery strategy)
- Epic Details section (one subsection per epic with full story breakdown)
</critical>
**Content Requirements (scale-adaptive):**
<check if="level == 2">
**Level 2 - Basic story structure:**
For each epic, include:
- Epic name and goal
- Story list with: - User story format: "As a [user], I want [goal], so that [benefit]" - Basic acceptance criteria (2-3 per story) - Story dependencies (if any)
</check>
<check if="level >= 3">
**Level 3-4 - Comprehensive story structure:**
For each epic, include:
- Epic name, goal, and expanded description
- Success criteria for the epic
- Story list with: - User story format: "As a [user], I want [goal], so that [benefit]" - Prerequisites and dependencies - Detailed acceptance criteria (3-8 per story) - Technical notes (high-level implementation considerations) - Priority and effort estimate (if known)
</check>
<template-output file="epics.md">
**Structure to use:**
# {{project_name}} - Epic Breakdown
**Author:** {{user_name}}
**Date:** {{date}}
**Project Level:** {{project_level}}
**Target Scale:** {{target_scale}}
---
## Epic Overview
[High-level summary of all epics, delivery strategy, and phasing]
---
## Epic Details
### Epic 1: [Epic Name]
**Goal:** [Epic goal statement]
<check if="level >= 3">
**Success Criteria:**
- [Epic-level success criteria]
</check>
**Stories:**
#### Story 1.1: [Story Title]
**User Story:** As a [user], I want [goal], so that [benefit]
<check if="level >= 3">
**Prerequisites:**
- [Dependencies or setup needed]
</check>
**Acceptance Criteria:**
- [ ] [Criterion 1]
- [ ] [Criterion 2]
- [ ] [Criterion 3]
<check if="level >= 3">
**Technical Notes:**
- [High-level implementation considerations]
**Priority:** [High/Medium/Low]
**Estimated Effort:** [S/M/L/XL or story points]
</check>
[Repeat for all stories in epic]
---
[Repeat Epic Details section for all epics]
</template-output>
<check if="level >= 3">
<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>
</check>
<action>Verify epics.md was created in {output_folder}</action>
<ask>Epic breakdown file created at {epics_output_file}.
<check if="level == 2">
Generated {{epic_count}} epic(s) with approximately {{story_count}} stories.
</check>
<check if="level >= 3">
Generated {{epic_count}} epics with approximately {{story_count}} stories across all epics.
</check>
Would you like to review the epic structure before continuing? (y/n)</ask>
</step>
<step n="10" goal="Document out of scope" optional="level == 2">
<check if="level == 2">
<ask>Any features or ideas to preserve for future phases? (optional but recommended)</ask>
</check>
<check if="level >= 3">
<critical>Document features/ideas preserved for future phases</critical>
</check>
List features, capabilities, or ideas that are explicitly out of scope for this phase but valuable for future consideration.
<template-output>out_of_scope</template-output>
</step>
<step n="11" goal="Document assumptions and dependencies" optional="level == 2">
<check if="level == 2">
<action>Only document ACTUAL assumptions that came up in discussion (optional)</action>
</check>
<check if="level >= 3">
<critical>Document all assumptions and dependencies</critical>
Include:
- Technical assumptions
- Business assumptions
- External dependencies
- Resource assumptions
</check>
<template-output>assumptions_and_dependencies</template-output>
</step>
<step n="12" goal="Validate outputs before handoff">
<action>Verify all required files were created:</action>
- [ ] PRD.md exists at {default_output_file}
- [ ] epics.md exists at {epics_output_file}
<check if="missing files">
<error>CRITICAL: Required files missing!</error>
<action>Return to appropriate step and create missing files</action>
</check>
<ask>All required documents created successfully. Would you like to run a validation check before proceeding to next phase? (y/n)</ask>
<check if="yes">
<action>Validate PRD completeness:</action>
- All required sections filled
- Epic count matches project level expectations
- Story count aligns with project level scale
- Cross-references between PRD and epics.md are consistent
<action>Generate brief validation summary with any warnings or suggestions</action>
</check>
</step>
<step n="13" goal="Generate handoff and next steps checklist">
## Next Steps for {{project_name}}
<check if="level == 2">
Since this is a Level 2 project, you need **solutioning** before implementation.
**Start new chat with solutioning workflow and provide:**
1. This PRD: `{{default_output_file}}`
2. Epic structure: `{{epics_output_file}}`
3. Input documents: {{input_documents}}
**Ask solutioning workflow to:**
- Run `3-solutioning` workflow
- Generate solution-architecture.md
- Create per-epic tech specs as needed
## Complete Next Steps Checklist
### Phase 1: Solution Architecture and Design
- [ ] **Run solutioning workflow** (REQUIRED)
- Command: `workflow solution-architecture`
- Input: PRD.md, epics.md
- Output: solution-architecture.md, tech-spec-epic-N.md files (as needed)
<check if="project has significant UX/UI components">
- [ ] **Run UX specification workflow** (HIGHLY RECOMMENDED for user-facing systems)
- Command: `workflow plan-project` then select "UX specification"
- Or continue within this workflow if UI-heavy
- Input: PRD.md, epics.md, solution-architecture.md (once available)
- Output: ux-specification.md
- Optional: AI Frontend Prompt for rapid prototyping
- Note: Creates comprehensive UX/UI spec including IA, user flows, components
<action>Update workflow status file to mark ux-spec as potential next step</action>
</check>
### Phase 2: Detailed Planning
- [ ] **Generate detailed user stories** (if not already comprehensive)
- Command: `workflow generate-stories`
- Input: epics.md + solution-architecture.md
- Output: user-stories.md with full acceptance criteria
- [ ] **Create technical design documents**
- Database schema
- API specifications
- Integration points
### Phase 3: Development Preparation
- [ ] **Set up development environment**
- Repository structure
- CI/CD pipeline
- Development tools
- [ ] **Create sprint plan**
- Story prioritization
- Sprint boundaries
- Resource allocation
<ask>Project Planning Complete! Next immediate action:
1. Start solutioning workflow
2. Create UX specification (if UI-heavy project)
3. Generate AI Frontend Prompt (if UX complete)
4. Review all outputs with stakeholders
5. Begin detailed story generation
6. Exit workflow
Which would you like to proceed with?</ask>
<check if="user selects option 2">
<invoke-workflow>{project-root}/bmad/bmm/workflows/2-plan/ux/workflow.yaml</invoke-workflow>
<action>Pass mode="integrated" with Level 2 context</action>
</check>
<check if="user selects option 3">
<invoke-task>{project-root}/bmad/bmm/tasks/ai-fe-prompt.md</invoke-task>
</check>
</check>
<check if="level >= 3">
Since this is a Level {{project_level}} project, you need **solutioning** before stories.
**Start new chat with solutioning workflow and provide:**
1. This PRD: `{{default_output_file}}`
2. Epic structure: `{{epics_output_file}}`
3. Input documents: {{input_documents}}
**Ask solutioning workflow to:**
- Run `solution-architecture` workflow
- Consider reference architectures and technology patterns
- Generate solution-architecture.md
- Create per-epic tech specs
## Complete Next Steps Checklist
### Phase 1: Solution Architecture and Design
- [ ] **Run solutioning workflow** (REQUIRED)
- Command: `workflow solution-architecture`
- Input: PRD.md, epics.md
- Output: solution-architecture.md, tech-spec-epic-N.md files
<check if="project has significant UX/UI components (Level 3-4 typically does)">
- [ ] **Run UX specification workflow** (HIGHLY RECOMMENDED for user-facing systems)
- Command: `workflow plan-project` then select "UX specification"
- Or continue within this workflow if UI-heavy
- Input: PRD.md, epics.md, solution-architecture.md (once available)
- Output: ux-specification.md
- Optional: AI Frontend Prompt for rapid prototyping
- Note: Creates comprehensive UX/UI spec including IA, user flows, components
<action>Update workflow status file to mark ux-spec as next step</action>
<action>In status file, set next_action: "Run UX specification workflow"</action>
<action>In status file, set next_command: "ux-spec"</action>
<action>In status file, set next_agent: "PM"</action>
<action>Add to decisions log: "PRD complete. UX workflow required due to UI components."</action>
</check>
### Phase 2: Detailed Planning
- [ ] **Generate detailed user stories**
- Command: `workflow generate-stories`
- Input: epics.md + solution-architecture.md
- Output: user-stories.md with full acceptance criteria
- [ ] **Create technical design documents**
- Database schema
- API specifications
- Integration points
- [ ] **Define testing strategy**
- Unit test approach
- Integration test plan
- UAT criteria
### Phase 3: Development Preparation
- [ ] **Set up development environment**
- Repository structure
- CI/CD pipeline
- Development tools
- [ ] **Create sprint plan**
- Story prioritization
- Sprint boundaries
- Resource allocation
- [ ] **Establish monitoring and metrics**
- Success metrics from PRD
- Technical monitoring
- User analytics
<ask>Project Planning Complete! Next immediate action:
1. Start solutioning workflow (solution-architecture) in a new context window
2. Create UX specification (if UI-heavy project)
3. Generate AI Frontend Prompt (if UX complete)
4. Review all outputs with stakeholders
5. Begin detailed story generation
6. Exit workflow
Which would you like to proceed with?</ask>
<check if="user selects option 2">
<invoke-workflow>{project-root}/bmad/bmm/workflows/2-plan/ux/workflow.yaml</invoke-workflow>
<action>Pass mode="integrated" with Level 3-4 context</action>
</check>
<check if="user selects option 3">
<invoke-task>{project-root}/bmad/bmm/tasks/ai-fe-prompt.md</invoke-task>
</check>
</check>
</step>
</workflow>

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@@ -1,6 +1,6 @@
# Product Requirements Document (PRD) Workflow
name: prd
description: "Scale-adaptive PRD workflow for project levels 1-4. Level 1-2: focused PRD + solutioning handoff. Level 3-4: full PRD with epics + architect handoff. Automatically adjusts scope based on project complexity."
description: "Scale-adaptive PRD workflow for project levels 2-4. All levels hand off to solutioning workflow (solution-architecture). Automatically adjusts scope based on project complexity. Note: Level 0-1 use tech-spec workflow."
author: "BMad"
# Critical variables from config
@@ -13,9 +13,8 @@ date: system-generated
# Workflow components
installed_path: "{project-root}/bmad/bmm/workflows/2-plan/prd"
# Instructions - routes to appropriate level-based instructions
instructions_med: "{installed_path}/instructions-med.md" # Level 1-2
instructions_lg: "{installed_path}/instructions-lg.md" # Level 3-4
# Instructions - unified for all levels (2-4) with adaptive logic
instructions: "{installed_path}/instructions.md" # Level 2-4 (scale-adaptive)
# Templates
prd_template: "{installed_path}/prd-template.md"
@@ -35,10 +34,9 @@ recommended_inputs:
# Scale parameters - adaptive by project level
scale_parameters:
level_1: "1-10 stories, 1 epic, minimal PRD + solutioning handoff"
level_2: "5-15 stories, 1-2 epics, focused PRD + solutioning handoff"
level_3: "12-40 stories, 2-5 epics, full PRD + architect handoff"
level_4: "40+ stories, 5+ epics, enterprise PRD + architect handoff"
level_3: "12-40 stories, 2-5 epics, comprehensive PRD + solutioning handoff"
level_4: "40+ stories, 5+ epics, enterprise PRD + solutioning handoff"
# Claude Code integration points
claude_code_enhancements:
@@ -64,24 +62,21 @@ frameworks:
web_bundle:
name: "prd"
description: "Scale-adaptive PRD workflow for project levels 1-4. Level 1-2: focused PRD + solutioning handoff. Level 3-4: full PRD with epics + architect handoff. Automatically adjusts scope based on project complexity."
description: "Scale-adaptive PRD workflow for project levels 2-4. All levels hand off to solutioning workflow (solution-architecture). Automatically adjusts scope based on project complexity. Note: Level 0-1 use tech-spec workflow."
author: "BMad"
# Note: Router workflow will load appropriate instructions based on level
instructions_med: "bmad/bmm/workflows/2-plan/prd/instructions-med.md"
instructions_lg: "bmad/bmm/workflows/2-plan/prd/instructions-lg.md"
# Single unified instruction file with adaptive logic
instructions: "bmad/bmm/workflows/2-plan/prd/instructions.md"
use_advanced_elicitation: true
web_bundle_files:
- "bmad/bmm/workflows/2-plan/prd/instructions-med.md"
- "bmad/bmm/workflows/2-plan/prd/instructions-lg.md"
- "bmad/bmm/workflows/2-plan/prd/instructions.md"
- "bmad/bmm/workflows/2-plan/prd/prd-template.md"
- "bmad/bmm/workflows/_shared/bmm-workflow-status-template.md"
- "bmad/bmm/workflows/2-plan/prd/epics-template.md"
# Scale parameters - adaptive by project level
scale_parameters:
level_1: "1-10 stories, 1 epic, minimal PRD + solutioning handoff"
level_2: "5-15 stories, 1-2 epics, focused PRD + solutioning handoff"
level_3: "12-40 stories, 2-5 epics, full PRD + architect handoff"
level_4: "40+ stories, 5+ epics, enterprise PRD + architect handoff"
level_3: "12-40 stories, 2-5 epics, comprehensive PRD + solutioning handoff"
level_4: "40+ stories, 5+ epics, enterprise PRD + solutioning handoff"
# Product frameworks available
frameworks:
- "Jobs-to-be-Done"

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@@ -2,7 +2,7 @@
## Overview
Generate a comprehensive Technical Specification from PRD and Architecture with acceptance criteria and traceability mapping. Creates detailed implementation guidance that bridges business requirements with technical execution.
Generate a comprehensive Technical Specification for a single epic from PRD, Epics file and Architecture to produce a document with full acceptance criteria and traceability mapping. Creates detailed implementation guidance that bridges business requirements with technical execution.
## Key Features