feat: workflow plans introduced, preliminary feature under review
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Brian Madison
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bmad-core/tasks/create-workflow-plan.md
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bmad-core/tasks/create-workflow-plan.md
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# Create Workflow Plan Task
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## Purpose
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Guide users through workflow selection and create a detailed plan document that outlines the selected workflow steps, decision points, and expected outputs. This task helps users understand what will happen before starting a complex workflow and provides a checklist to track progress.
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## Task Instructions
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### 1. Understand User's Goal
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[[LLM: Start with discovery questions to understand what the user wants to accomplish]]
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Ask the user:
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1. **Project Type**:
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- Are you starting a new project (greenfield) or enhancing an existing one (brownfield)?
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- What type of application? (web app, service/API, UI only, full-stack)
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2. **For Greenfield**:
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- Do you need a quick prototype or production-ready application?
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- Will this have a UI component?
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- Single service or multiple services?
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3. **For Brownfield**:
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- What's the scope of the enhancement?
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- Single bug fix or small feature (few hours)
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- Small enhancement (1-3 stories)
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- Major feature requiring coordination
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- Architectural changes or modernization
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- Do you have existing documentation?
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- Are you following existing patterns or introducing new ones?
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### 2. Recommend Appropriate Workflow
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Based on the answers, recommend:
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**Greenfield Options:**
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- `greenfield-fullstack` - Complete web application
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- `greenfield-service` - Backend API/service only
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- `greenfield-ui` - Frontend only
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**Brownfield Options:**
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- `brownfield-create-story` - Single small change
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- `brownfield-create-epic` - Small feature (1-3 stories)
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- `brownfield-fullstack` - Major enhancement
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**Simplified Option:**
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- For users unsure or wanting flexibility, suggest starting with individual agent tasks
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### 3. Explain Selected Workflow
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[[LLM: Once workflow is selected, provide clear explanation]]
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For the selected workflow, explain:
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1. **Overview**: What this workflow accomplishes
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2. **Duration**: Estimated time for planning phase
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3. **Outputs**: What documents will be created
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4. **Decision Points**: Where user input will be needed
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5. **Requirements**: What information should be ready
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### 4. Create Workflow Plan Document
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[[LLM: Generate a comprehensive plan document with the following structure]]
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```markdown
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# Workflow Plan: {{Workflow Name}}
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<!-- WORKFLOW-PLAN-META
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workflow-id: {{workflow-id}}
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status: active
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created: {{ISO-8601 timestamp}}
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updated: {{ISO-8601 timestamp}}
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version: 1.0
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-->
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**Created Date**: {{current date}}
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**Project**: {{project name}}
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**Type**: {{greenfield/brownfield}}
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**Status**: Active
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**Estimated Planning Duration**: {{time estimate}}
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## Objective
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{{Clear description of what will be accomplished}}
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## Selected Workflow
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**Workflow**: `{{workflow-id}}`
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**Reason**: {{Why this workflow fits the user's needs}}
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## Workflow Steps
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### Planning Phase
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- [ ] Step 1: {{step name}} <!-- step-id: 1.1, agent: {{agent}}, task: {{task}} -->
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- **Agent**: {{agent name}}
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- **Action**: {{what happens}}
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- **Output**: {{what's created}}
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- **User Input**: {{if any}}
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- [ ] Step 2: {{step name}} <!-- step-id: 1.2, agent: {{agent}}, task: {{task}} -->
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- **Agent**: {{agent name}}
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- **Action**: {{what happens}}
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- **Output**: {{what's created}}
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- **Decision Point**: {{if any}} <!-- decision-id: D1 -->
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{{Continue for all planning steps}}
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### Development Phase (IDE)
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- [ ] Document Sharding <!-- step-id: 2.1, agent: po, task: shard-doc -->
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- Prepare documents for story creation
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- [ ] Story Development Cycle <!-- step-id: 2.2, repeats: true -->
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- [ ] Create story (SM agent) <!-- step-id: 2.2.1, agent: sm, task: create-next-story -->
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- [ ] Review story (optional) <!-- step-id: 2.2.2, agent: analyst, optional: true -->
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- [ ] Implement story (Dev agent) <!-- step-id: 2.2.3, agent: dev -->
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- [ ] QA review (optional) <!-- step-id: 2.2.4, agent: qa, optional: true -->
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- [ ] Repeat for all stories
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- [ ] Epic Retrospective (optional) <!-- step-id: 2.3, agent: po, optional: true -->
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## Key Decision Points
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1. **{{Decision Name}}** (Step {{n}}): <!-- decision-id: D1, status: pending -->
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- Trigger: {{what causes this decision}}
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- Options: {{available choices}}
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- Impact: {{how it affects the workflow}}
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- Decision Made: _Pending_
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{{List all decision points}}
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## Expected Outputs
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### Planning Documents
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- [ ] {{document 1}} - {{description}}
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- [ ] {{document 2}} - {{description}}
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{{etc...}}
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### Development Artifacts
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- [ ] Stories in `docs/stories/`
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- [ ] Implementation code
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- [ ] Tests
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- [ ] Updated documentation
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## Prerequisites Checklist
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Before starting this workflow, ensure you have:
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- [ ] {{prerequisite 1}}
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- [ ] {{prerequisite 2}}
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- [ ] {{prerequisite 3}}
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{{etc...}}
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## Customization Options
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Based on your project needs, you may:
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- Skip {{optional step}} if {{condition}}
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- Add {{additional step}} if {{condition}}
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- Choose {{alternative}} instead of {{default}}
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## Risk Considerations
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{{For brownfield only}}
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- Integration complexity: {{assessment}}
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- Rollback strategy: {{approach}}
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- Testing requirements: {{special needs}}
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## Next Steps
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1. Review this plan and confirm it matches your expectations
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2. Gather any missing prerequisites
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3. Start workflow with: `*task workflow {{workflow-id}}`
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4. Or begin with first agent: `@{{first-agent}}`
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## Notes
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{{Any additional context or warnings}}
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---
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*This plan can be updated as you progress through the workflow. Check off completed items to track progress.*
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```
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### 5. Save and Present Plan
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1. Save the plan as `docs/workflow-plan.md`
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2. Inform user: "Workflow plan created at docs/workflow-plan.md"
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3. Offer options:
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- Review the plan together
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- Start the workflow now
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- Gather prerequisites first
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- Modify the plan
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### 6. Plan Variations
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[[LLM: Adjust plan detail based on workflow complexity]]
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**For Simple Workflows** (create-story, create-epic):
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- Simpler checklist format
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- Focus on immediate next steps
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- Less detailed explanations
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**For Complex Workflows** (full greenfield/brownfield):
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- Detailed step breakdowns
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- All decision points documented
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- Comprehensive output descriptions
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- Risk mitigation sections
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**For Brownfield Workflows**:
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- Include existing system impact analysis
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- Document integration checkpoints
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- Add rollback considerations
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- Note documentation dependencies
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### 7. Interactive Planning Mode
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[[LLM: If user wants to customize the workflow]]
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If user wants to modify the standard workflow:
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1. Present workflow steps as options
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2. Allow skipping optional steps
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3. Let user reorder certain steps
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4. Document customizations in plan
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5. Warn about dependencies if steps are skipped
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### 8. Execution Guidance
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After plan is created, provide clear guidance:
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```text
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Your workflow plan is ready! Here's how to proceed:
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1. **Review the plan**: Check that all steps align with your goals
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2. **Gather prerequisites**: Use the checklist to ensure you're ready
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3. **Start execution**:
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- Full workflow: `*task workflow {{workflow-id}}`
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- Step by step: Start with `@{{first-agent}}`
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4. **Track progress**: Check off steps in the plan as completed
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Would you like to:
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a) Review the plan together
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b) Start the workflow now
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c) Gather prerequisites first
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d) Modify the plan
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```
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## Success Criteria
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The workflow plan is successful when:
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1. User clearly understands what will happen
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2. All decision points are documented
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3. Prerequisites are identified
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4. Expected outputs are clear
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5. User feels confident to proceed
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6. Plan serves as useful progress tracker
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## Integration with BMad Master and Orchestrator
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When used by BMad Master or BMad Orchestrator, this task should:
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1. Be offered when user asks about workflows
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2. Be suggested before starting complex workflows
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3. Create a plan that the agent can reference during execution
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4. Allow the agent to track progress against the plan
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## Example Usage
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```text
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User: "I need to add a payment system to my existing app"
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BMad Orchestrator: "Let me help you create a workflow plan for that enhancement. I'll ask a few questions to recommend the best approach..."
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[Runs through discovery questions]
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BMad Orchestrator: "Based on your answers, I recommend the brownfield-fullstack workflow. Let me create a detailed plan for you..."
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[Creates and saves plan]
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BMad Orchestrator: "I've created a workflow plan at docs/workflow-plan.md. This shows all the steps we'll go through, what documents will be created, and where you'll need to make decisions. Would you like to review it together?"
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```
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