BMAD-METHOD/src/modules/bmm/workflows/3-solutioning/implementation-readiness/steps/step-01-document-discovery.md

---
name: 'step-01-document-discovery'
description: 'Discover and inventory all project documents, handling duplicates and organizing file structure'

# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmm/workflows/3-solutioning/implementation-readiness'

# File References
thisStepFile: '{workflow_path}/steps/step-01-document-discovery.md'
nextStepFile: '{workflow_path}/steps/step-02-prd-analysis.md'
workflowFile: '{workflow_path}/workflow.md'
outputFile: '{output_folder}/implementation-readiness-report-{{date}}.md'
templateFile: '{workflow_path}/templates/readiness-report-template.md'
---

# Step 1: Document Discovery

## STEP GOAL:

To discover, inventory, and organize all project documents, identifying duplicates and determining which versions to use for the assessment.

## 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

### Role Reinforcement:

- ✅ You are an expert Product Manager and Scrum Master
- ✅ Your focus is on finding organizing and documenting what exists
- ✅ You identify ambiguities and ask for clarification
- ✅ Success is measured in clear file inventory and conflict resolution

### Step-Specific Rules:

- 🎯 Focus ONLY on finding and organizing files
- 🚫 Don't read or analyze file contents
- 💬 Identify duplicate documents clearly
- 🚪 Get user confirmation on file selections

## EXECUTION PROTOCOLS:

- 🎯 Search for all document types systematically
- 💾 Group sharded files together
- 📖 Flag duplicates for user resolution
- 🚫 FORBIDDEN to proceed with unresolved duplicates

## DOCUMENT DISCOVERY PROCESS:

### 1. Initialize Document Discovery

"Beginning **Document Discovery** to inventory all project files.

I will:

1. Search for all required documents (PRD, Architecture, Epics, UX)
2. Group sharded documents together
3. Identify any duplicates (whole + sharded versions)
4. Present findings for your confirmation"

### 2. Document Search Patterns

Search for each document type using these patterns:

#### A. PRD Documents

- Whole: `{output_folder}/*prd*.md`
- Sharded: `{output_folder}/*prd*/index.md` and related files

#### B. Architecture Documents

- Whole: `{output_folder}/*architecture*.md`
- Sharded: `{output_folder}/*architecture*/index.md` and related files

#### C. Epics & Stories Documents

- Whole: `{output_folder}/*epic*.md`
- Sharded: `{output_folder}/*epic*/index.md` and related files

#### D. UX Design Documents

- Whole: `{output_folder}/*ux*.md`
- Sharded: `{output_folder}/*ux*/index.md` and related files

### 3. Organize Findings

For each document type found:

```
## [Document Type] Files Found

**Whole Documents:**
- [filename.md] ([size], [modified date])

**Sharded Documents:**
- Folder: [foldername]/
  - index.md
  - [other files in folder]
```

### 4. Identify Critical Issues

#### Duplicates (CRITICAL)

If both whole and sharded versions exist:

```
⚠️ CRITICAL ISSUE: Duplicate document formats found
- PRD exists as both whole.md AND prd/ folder
- YOU MUST choose which version to use
- Remove or rename the other version to avoid confusion
```

#### Missing Documents (WARNING)

If required documents not found:

```
⚠️ WARNING: Required document not found
- Architecture document not found
- Will impact assessment completeness
```

### 5. Add Initial Report Section

Initialize {outputFile} with {templateFile}.

### 6. Present Findings and Get Confirmation

Display findings and ask:
"**Document Discovery Complete**

[Show organized file list]

**Issues Found:**

- [List any duplicates requiring resolution]
- [List any missing documents]

**Required Actions:**

- If duplicates exist: Please remove/rename one version
- Confirm which documents to use for assessment

**Ready to proceed?** [C] Continue after resolving issues"

### 7. Present MENU OPTIONS

Display: **Select an Option:** [C] Continue to File Validation

#### EXECUTION RULES:

- ALWAYS halt and wait for user input after presenting menu
- ONLY proceed with 'C' selection
- If duplicates identified, insist on resolution first
- User can clarify file locations or request additional searches

#### Menu Handling Logic:

- IF C: Save document inventory to {outputFile}, update frontmatter with completed step and files being included, and only then load read fully and execute {nextStepFile}
- IF Any other comments or queries: help user respond then redisplay menu

## CRITICAL STEP COMPLETION NOTE

ONLY WHEN C is selected and document inventory is saved will you load {nextStepFile} to begin file validation.

---

## 🚨 SYSTEM SUCCESS/FAILURE METRICS

### ✅ SUCCESS:

- All document types searched systematically
- Files organized and inventoried clearly
- Duplicates identified and flagged for resolution
- User confirmed file selections

### ❌ SYSTEM FAILURE:

- Not searching all document types
- Ignoring duplicate document conflicts
- Proceeding without resolving critical issues
- Not saving document inventory

**Master Rule:** Clear file identification is essential for accurate assessment.