More document Updtes and diagram improvements

This commit is contained in:
Brian Madison 2025-11-05 07:52:08 -06:00
parent 412a7d1ed8
commit 6fa6ebab12
12 changed files with 887 additions and 2692 deletions

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@ -52,7 +52,7 @@ Complete guide to BMM's AI agent team:
- Example party compositions
- Multi-module integration (BMM + CIS + BMB + custom)
- Agent customization in party mode
- Best practices and troubleshooting
- Best practices
---
@ -65,7 +65,7 @@ Comprehensive guide for brownfield development:
- Track selection for brownfield
- Integration with existing patterns
- Phase-by-phase workflow guidance
- Common scenarios and troubleshooting
- Common scenarios
---
@ -75,7 +75,6 @@ Essential reference materials:
- **[Glossary](./glossary.md)** - Key terminology and concepts
- **[FAQ](./faq.md)** - Frequently asked questions across all topics
- **[Troubleshooting](./troubleshooting.md)** - Common issues and solutions
- **[Enterprise Agentic Development](./enterprise-agentic-development.md)** - Team collaboration strategies
---
@ -99,7 +98,7 @@ Essential reference materials:
→ See [Scale Adaptive System](./scale-adaptive-system.md)
**Find specific commands or answers**
→ Check [FAQ](./faq.md) or [Troubleshooting](./troubleshooting.md)
→ Check [FAQ](./faq.md)
---
@ -213,12 +212,12 @@ flowchart TD
SAS --> IMPL
BF --> IMPL
IMPL --> REF[Quick References<br/>Glossary, FAQ, Troubleshooting]
IMPL --> REF[Quick References<br/>Glossary, FAQ]
style START fill:#bfb,stroke:#333,stroke-width:2px
style QS fill:#bbf,stroke:#333,stroke-width:2px
style DECIDE fill:#ffb,stroke:#333,stroke-width:2px
style IMPL fill:#f9f,stroke:#333,stroke-width:2px
style START fill:#bfb,stroke:#333,stroke-width:2px,color:#000
style QS fill:#bbf,stroke:#333,stroke-width:2px,color:#000
style DECIDE fill:#ffb,stroke:#333,stroke-width:2px,color:#000
style IMPL fill:#f9f,stroke:#333,stroke-width:2px,color:#000
```
---

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@ -1013,7 +1013,6 @@ Quick reference for agent selection:
- [Enterprise Agentic Development](./enterprise-agentic-development.md) - Team collaboration
- [FAQ](./faq.md) - Common questions
- [Troubleshooting](./troubleshooting.md) - Problem resolution
- [Glossary](./glossary.md) - Terminology reference
---

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@ -12,7 +12,6 @@
- [Quick Reference](#quick-reference) - Commands and files
- [Common Scenarios](#common-scenarios) - Real-world examples
- [Troubleshooting](#troubleshooting) - Problem solutions
- [Best Practices](#best-practices) - Success tips
---
@ -336,8 +335,8 @@ flowchart TD
CHECK -->|Yes| CREATE
CHECK -->|No| RETRO
style SPRINT fill:#bfb,stroke:#333,stroke-width:2px
style RETRO fill:#fbf,stroke:#333,stroke-width:2px
style SPRINT fill:#bfb,stroke:#333,stroke-width:2px,color:#000
style RETRO fill:#fbf,stroke:#333,stroke-width:2px,color:#000
```
**Status Progression:**
@ -534,8 +533,6 @@ Document in tech-spec/architecture:
## Troubleshooting
For complete troubleshooting, see [Troubleshooting Guide](./troubleshooting.md).
### AI Agents Lack Codebase Understanding
**Symptoms:**
@ -706,9 +703,9 @@ flowchart TD
PRD --> IMPL
PRD2 --> IMPL
style START fill:#f9f,stroke:#333,stroke-width:2px
style DOC fill:#ffb,stroke:#333,stroke-width:2px
style IMPL fill:#bfb,stroke:#333,stroke-width:2px
style START fill:#f9f,stroke:#333,stroke-width:2px,color:#000
style DOC fill:#ffb,stroke:#333,stroke-width:2px,color:#000
style IMPL fill:#bfb,stroke:#333,stroke-width:2px,color:#000
```
---
@ -735,7 +732,6 @@ flowchart TD
- **[Quick Start Guide](./quick-start.md)** - Getting started with BMM
- **[Glossary](./glossary.md)** - Key terminology
- **[FAQ](./faq.md)** - Common questions
- **[Troubleshooting](./troubleshooting.md)** - Problem resolution
- **[Workflow Documentation](./README.md#-workflow-guides)** - Complete workflow reference
---

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@ -557,11 +557,10 @@ Trust your expertise - BMM supports your decisions.
**A:**
1. Check [Troubleshooting Guide](./troubleshooting.md) for common issues
2. Search [Complete Documentation](./README.md) for related topics
3. Ask in [Discord Community](https://discord.gg/gk8jAdXWmj) (#general-dev)
4. Open a [GitHub Issue](https://github.com/bmad-code-org/BMAD-METHOD/issues)
5. Watch [YouTube Tutorials](https://www.youtube.com/@BMadCode)
1. Search [Complete Documentation](./README.md) for related topics
2. Ask in [Discord Community](https://discord.gg/gk8jAdXWmj) (#general-dev)
3. Open a [GitHub Issue](https://github.com/bmad-code-org/BMAD-METHOD/issues)
4. Watch [YouTube Tutorials](https://www.youtube.com/@BMadCode)
### Q: How do I report a bug or request a feature?
@ -580,7 +579,6 @@ Please include:
- [Quick Start Guide](./quick-start.md) - Get started with BMM
- [Glossary](./glossary.md) - Terminology reference
- [Troubleshooting](./troubleshooting.md) - Problem resolution
- [Scale Adaptive System](./scale-adaptive-system.md) - Understanding levels
- [Brownfield Guide](./brownfield-guide.md) - Existing codebase workflows

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@ -318,4 +318,3 @@ Quick Spec Flow feature that automatically detects existing code style, naming c
- [Brownfield Guide](./brownfield-guide.md) - Working with existing codebases
- [Quick Spec Flow](./quick-spec-flow.md) - Fast-track for Quick Flow track
- [FAQ](./faq.md) - Common questions
- [Troubleshooting](./troubleshooting.md) - Problem resolution

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@ -60,10 +60,10 @@ flowchart TD
STORIES --> IMPL
IMPL --> DONE
style START fill:#bfb,stroke:#333,stroke-width:2px
style OPTIONAL fill:#ffb,stroke:#333,stroke-width:2px,stroke-dasharray: 5 5
style IMPL fill:#bbf,stroke:#333,stroke-width:2px
style DONE fill:#f9f,stroke:#333,stroke-width:3px
style START fill:#bfb,stroke:#333,stroke-width:2px,color:#000
style OPTIONAL fill:#ffb,stroke:#333,stroke-width:2px,stroke-dasharray: 5 5,color:#000
style IMPL fill:#bbf,stroke:#333,stroke-width:2px,color:#000
style DONE fill:#f9f,stroke:#333,stroke-width:3px,color:#000
```
---

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@ -323,10 +323,10 @@ flowchart LR
P2 --> P3
P3 --> P4
style P1 fill:#bbf,stroke:#333,stroke-width:2px
style P2 fill:#bfb,stroke:#333,stroke-width:2px
style P3 fill:#ffb,stroke:#333,stroke-width:2px
style P4 fill:#fbf,stroke:#333,stroke-width:2px
style P1 fill:#bbf,stroke:#333,stroke-width:2px,color:#000
style P2 fill:#bfb,stroke:#333,stroke-width:2px,color:#000
style P3 fill:#ffb,stroke:#333,stroke-width:2px,color:#000
style P4 fill:#fbf,stroke:#333,stroke-width:2px,color:#000
```
## Common Questions

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@ -51,9 +51,9 @@ flowchart TD
Q1 -->|Yes| QF[Quick Flow<br/>Tech-spec only]
Q1 -->|Uncertain| M
style QF fill:#bfb,stroke:#333,stroke-width:2px
style M fill:#bbf,stroke:#333,stroke-width:2px
style E fill:#f9f,stroke:#333,stroke-width:2px
style QF fill:#bfb,stroke:#333,stroke-width:2px,color:#000
style M fill:#bbf,stroke:#333,stroke-width:2px,color:#000
style E fill:#f9f,stroke:#333,stroke-width:2px,color:#000
```
### Quick Keywords
@ -389,8 +389,8 @@ flowchart TD
TRACK -->|Method| M[PRD + Arch]
TRACK -->|Enterprise| E[PRD + Arch + Sec/Ops]
style DOC fill:#ffb,stroke:#333,stroke-width:2px
style TRACK fill:#bfb,stroke:#333,stroke-width:2px
style DOC fill:#ffb,stroke:#333,stroke-width:2px,color:#000
style TRACK fill:#bfb,stroke:#333,stroke-width:2px,color:#000
```
---

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@ -1,680 +0,0 @@
# BMM Troubleshooting Guide
Common issues and solutions for the BMad Method Module.
---
## Quick Diagnosis
**Use this flowchart to find your issue:**
```mermaid
flowchart TD
START{What's the problem?}
START -->|Can't get started| SETUP[Setup & Installation Issues]
START -->|Wrong level detected| LEVEL[Level Detection Problems]
START -->|Workflow not working| WORKFLOW[Workflow Issues]
START -->|Agent lacks context| CONTEXT[Context & Documentation Issues]
START -->|Implementation problems| IMPL[Implementation Issues]
START -->|Files/paths wrong| FILES[File & Path Issues]
style START fill:#ffb,stroke:#333,stroke-width:2px
style SETUP fill:#bfb,stroke:#333,stroke-width:2px
style LEVEL fill:#bbf,stroke:#333,stroke-width:2px
style WORKFLOW fill:#fbf,stroke:#333,stroke-width:2px
style CONTEXT fill:#f9f,stroke:#333,stroke-width:2px
```
---
## Table of Contents
- [Setup and Installation Issues](#setup-and-installation-issues)
- [Level Detection Problems](#level-detection-problems)
- [Workflow Issues](#workflow-issues)
- [Context and Documentation Issues](#context-and-documentation-issues)
- [Implementation Issues](#implementation-issues)
- [File and Path Issues](#file-and-path-issues)
- [Agent Behavior Issues](#agent-behavior-issues)
- [Integration Issues (Brownfield)](#integration-issues-brownfield)
---
## Setup and Installation Issues
### Problem: BMM not found after installation
**Symptoms:**
- `bmad` command not recognized
- Agent files not accessible
- Workflows don't load
**Solution:**
```bash
# Check if BMM is installed
ls bmad/
# If not present, run installer
npx bmad-method@alpha install
# For fresh install
npx bmad-method@alpha install --skip-version-prompt
```
### Problem: Agents don't have menu
**Symptoms:**
- Load agent file but no menu appears
- Agent doesn't respond to commands
**Solution:**
1. Ensure you're loading the correct agent file path: `bmad/bmm/agents/[agent-name].md`
2. Wait a few seconds for agent to initialize
3. Try asking "show menu" or "help"
4. Check IDE supports Markdown rendering with context
5. For Claude Code: Ensure agent file is open in chat context
### Problem: Workflows not found
**Symptoms:**
- Agent says workflow doesn't exist
- Menu shows workflow but won't run
**Solution:**
1. Check workflow exists: `ls bmad/bmm/workflows/`
2. Verify agent has access to workflow (check agent's workflow list)
3. Try using menu number instead of workflow name
4. Restart chat with agent in fresh session
---
## Level Detection Problems
### Problem: workflow-init suggests wrong level
**Symptoms:**
- Detects Level 3 but you only need Level 1
- Suggests Level 1 but project is actually Level 2
- Can't figure out appropriate level
**Solution:**
1. **Override the suggestion** - workflow-init always asks for confirmation, just say "no" and choose correct level
2. **Be specific in description** - Use level keywords when describing:
- "fix bug" → Level 0
- "add small feature" → Level 1
- "build dashboard" → Level 2
3. **Manual override** - You can always switch levels later if needed
**Example:**
```
workflow-init: "Level 3 project?"
You: "No, this is just adding OAuth login - Level 1"
workflow-init: "Got it, creating Level 1 workflow"
```
### Problem: Project level unclear
**Symptoms:**
- Between Level 1 and Level 2
- Not sure if architecture needed
- Story count uncertain
**Solution:**
**When in doubt, start smaller:**
- Choose Level 1 instead of Level 2
- You can always run `create-prd` later if needed
- Level 1 is faster, less overhead
- Easy to upgrade, hard to downgrade
**Decision criteria:**
- Single epic with related stories? → Level 1
- Multiple independent epics? → Level 2
- Need product-level planning? → Level 2
- Just need technical plan? → Level 1
### Problem: Old planning docs influencing level detection
**Symptoms:**
- Old Level 3 PRD in folder
- Working on new Level 0 bug fix
- workflow-init suggests Level 3
**Solution:**
workflow-init asks: "Is this work in progress or previous effort?"
- Answer: "Previous effort"
- Then describe your NEW work clearly
- System will detect level based on NEW work, not old artifacts
---
## Workflow Issues
### Problem: Workflow fails or hangs
**Symptoms:**
- Workflow starts but doesn't complete
- Agent stops responding mid-workflow
- Progress stalls
**Solution:**
1. **Check context limits** - Start fresh chat for complex workflows
2. **Verify prerequisites**:
- Phase 2 needs Phase 1 complete (if used)
- Phase 3 needs Phase 2 complete
- Phase 4 needs Phase 3 complete (if Level 3-4)
3. **Restart workflow** - Load agent in new chat and restart
4. **Check status file** - Verify `bmm-workflow-status.md` or `sprint-status.yaml` is present and valid
### Problem: Agent says "workflow not found"
**Symptoms:**
- Request workflow by name
- Agent doesn't recognize it
- Menu doesn't show workflow
**Solution:**
1. Check spelling/format - Use exact workflow name or menu shortcut (*prd not *PRD)
2. Verify agent has workflow:
- PM agent: prd, tech-spec
- Architect agent: create-architecture, validate-architecture
- SM agent: sprint-planning, create-story, story-context
3. Try menu number instead of name
4. Check you're using correct agent for workflow
### Problem: Sprint-planning workflow fails
**Symptoms:**
- Can't create sprint-status.yaml
- Epics not extracted from files
- Status file empty or incorrect
**Solution:**
1. **Verify epic files exist**:
- Level 1: tech-spec with epic
- Level 2-4: epics.md or sharded epic files
2. **Check file format**:
- Epic files should be valid Markdown
- Epic headers should be clear (## Epic Name)
3. **Run in Phase 4 only** - Ensure Phase 2/3 complete first
4. **Check file paths** - Epic files should be in correct output folder
### Problem: story-context generates empty or wrong context
**Symptoms:**
- Context file created but has no useful content
- Context doesn't reference existing code
- Missing technical guidance
**Solution:**
1. **Run epic-tech-context first** - story-context builds on epic context
2. **Check story file exists** - Verify story was created by create-story
3. **For brownfield**:
- Ensure document-project was run
- Verify docs/index.md exists with codebase context
4. **Try regenerating** - Sometimes needs fresh attempt with more specific story details
---
## Context and Documentation Issues
### Problem: AI agents lack codebase understanding (Brownfield)
**Symptoms:**
- Suggestions don't align with existing patterns
- Ignores available components
- Proposes approaches that conflict with architecture
- Doesn't reference existing code
**Solution:**
1. **Run document-project** - Critical for brownfield projects
```
Load Analyst agent → run document-project
Choose scan level: Deep (recommended for PRD prep)
```
2. **Verify docs/index.md exists** - This is master entry point for AI agents
3. **Check documentation completeness**:
- Review generated docs/index.md
- Ensure key systems are documented
4. **Run deep-dive on specific areas** if needed
### Problem: Have documentation but agents can't find it
**Symptoms:**
- README.md, ARCHITECTURE.md exist
- AI agents still ask questions answered in docs
- No docs/index.md file
**Solution:**
**Option 1: Quick fix (2-5min)**
Run `index-docs` task:
- Located at `bmad/core/tasks/index-docs.xml`
- Scans existing docs and generates index.md
- Lightweight, just creates navigation
**Option 2: Comprehensive (10-30min)**
Run document-project workflow:
- Discovers existing docs in Step 2
- Generates NEW AI-friendly documentation from codebase
- Creates index.md linking to BOTH existing and new docs
**Why this matters:** AI agents need structured entry point (index.md) to navigate docs efficiently.
### Problem: document-project takes too long
**Symptoms:**
- Exhaustive scan running for hours
- Impatient to start planning
**Solution:**
**Choose appropriate scan level:**
- **Quick (2-5min)** - Pattern analysis, no source reading - Good for initial overview
- **Deep (10-30min)** - Reads critical paths - **Recommended for most brownfield projects**
- **Exhaustive (30-120min)** - Reads all files - Only for migration planning or complete understanding
For most brownfield projects, **Deep scan is sufficient**.
---
## Implementation Issues
### Problem: Existing tests breaking (Brownfield)
**Symptoms:**
- Regression test failures
- Previously working functionality broken
- Integration tests failing
**Solution:**
1. **Review changes against existing patterns**:
- Check if new code follows existing conventions
- Verify API contracts unchanged (unless intentionally versioned)
2. **Run test-review workflow** (TEA agent):
- Analyzes test coverage
- Identifies regression risks
- Suggests fixes
3. **Add regression testing to DoD**:
- All existing tests must pass
- Add integration tests for new code
4. **Consider feature flags** for gradual rollout
### Problem: Story takes much longer than estimated
**Symptoms:**
- Story estimated 4 hours, took 12 hours
- Acceptance criteria harder than expected
- Hidden complexity discovered
**Solution:**
**This is normal!** Estimates are estimates. To handle:
1. **Continue until DoD met** - Don't compromise quality
2. **Document learnings in retrospective**:
- What caused the overrun?
- What should we watch for next time?
3. **Consider splitting story** if it's truly two stories
4. **Adjust future estimates** based on this data
**Don't stress about estimate accuracy** - use them for learning, not judgment.
### Problem: Integration points unclear
**Symptoms:**
- Not sure how to connect new code to existing
- Unsure which files to modify
- Multiple possible integration approaches
**Solution:**
1. **For brownfield**:
- Ensure document-project captured existing architecture
- Review architecture docs before implementing
2. **Check story-context** - Should document integration points
3. **In tech-spec/architecture** - Explicitly document:
- Which existing modules to modify
- What APIs/services to integrate with
- Data flow between new and existing code
4. **Run integration-planning workflow** (Level 3-4):
- Architect agent creates integration strategy
### Problem: Inconsistent patterns being introduced
**Symptoms:**
- New code style doesn't match existing
- Different architectural approach
- Not following team conventions
**Solution:**
1. **Check convention detection** (Quick Spec Flow):
- Should detect existing patterns
- Asks for confirmation before proceeding
2. **Review documentation** - Ensure document-project captured patterns
3. **Use story-context** - Injects pattern guidance per story
4. **Add to code-review checklist**:
- Pattern adherence
- Convention consistency
- Style matching
5. **Run retrospective** to identify pattern deviations early
---
## File and Path Issues
### Problem: Output files in wrong location
**Symptoms:**
- PRD created in wrong folder
- Story files not where expected
- Documentation scattered
**Solution:**
Check `bmad/bmm/config.yaml` for configured paths:
```yaml
output_folder: '{project-root}/docs'
dev_story_location: '{project-root}/docs/stories'
```
Default locations:
- Planning docs (PRD, epics, architecture): `{output_folder}/`
- Stories: `{dev_story_location}/`
- Status files: `{output_folder}/bmm-workflow-status.md`, `{output_folder}/sprint-status.yaml`
To change locations, edit config.yaml then re-run workflows.
### Problem: Can't find status file
**Symptoms:**
- workflow-status says no status file
- Can't track progress
- Lost place in workflow
**Solution:**
1. **Check default location**: `docs/bmm-workflow-status.md`
2. **If missing, reinitialize**:
```
Load Analyst agent → run workflow-init
```
3. **For Phase 4**: Look for `sprint-status.yaml` in same folder as PRD
4. **Search for it**:
```bash
find . -name "bmm-workflow-status.md"
find . -name "sprint-status.yaml"
```
### Problem: Sprint-status.yaml not updating
**Symptoms:**
- Workflows complete but status unchanged
- Stories stuck in old status
- Epic status not progressing
**Solution:**
1. **Manual update required** - Most status changes are manual:
```yaml
stories:
- id: epic-1-story-1
status: done # Change this manually
```
2. **Some workflows auto-update**:
- sprint-planning creates file
- epic-tech-context changes epic to "contexted"
- create-story changes story to "drafted"
- story-context changes to "ready-for-dev"
- dev-story may auto-update (check workflow)
3. **Re-run sprint-planning** to resync if needed
---
## Agent Behavior Issues
### Problem: Agent provides vague or generic responses
**Symptoms:**
- "Use appropriate framework"
- "Follow best practices"
- Generic advice without specifics
**Solution:**
1. **Provide more context** - Be specific in your description:
- "Add OAuth using passport.js to Express server"
- Not: "Add authentication"
2. **For brownfield**:
- Ensure document-project was run
- Agent needs codebase context for specific advice
3. **Reference existing docs**:
- "Based on the existing auth system in UserService..."
4. **Start fresh chat** - Context overload can cause generic responses
### Problem: Agent hallucinating or making up information
**Symptoms:**
- References files that don't exist
- Suggests APIs that aren't in your stack
- Creates imaginary requirements
**Solution:**
1. **Use fresh chat** - Context overflow main cause of hallucinations
2. **Provide concrete constraints**:
- "We use Express 4.18.2, not Next.js"
- "Our database is PostgreSQL, not MongoDB"
3. **For brownfield**:
- Document-project provides factual grounding
- Agent sees actual code, not assumptions
4. **Correct immediately**:
- "No, we don't have UserService, we have AuthenticationModule"
### Problem: Agent won't follow instructions
**Symptoms:**
- Ignores specific requests
- Does something different than asked
- Doesn't respect constraints
**Solution:**
1. **Be more explicit** - Agents respond to clear, specific instructions:
- "Use EXACTLY these three steps..."
- "Do NOT include database migrations in this story"
2. **Check agent capabilities** - Agent might not have access to requested workflow
3. **Try different phrasing** - Rephrase request to be more direct
4. **Use menu system** - Numbers are clearer than text commands
---
## Integration Issues (Brownfield)
### Problem: New code conflicts with existing architecture
**Symptoms:**
- Integration approach doesn't fit existing structure
- Would require major refactoring
- Conflicts with established patterns
**Solution:**
1. **Check if document-project was run** - Agents need architecture context
2. **Review existing architecture docs**:
- Read docs/architecture.md (from document-project)
- Understand current system design
3. **For Level 3-4**:
- Run validate-architecture workflow before planning
- Use integration-planning workflow
4. **Explicitly document integration strategy** in architecture:
- How new components fit existing structure
- What modifications needed to existing code
- Migration path if changing patterns
### Problem: Breaking changes to existing APIs
**Symptoms:**
- Changing API breaks consumers
- Downstream services affected
- Need backward compatibility
**Solution:**
1. **Identify all API consumers** (document-project should show this)
2. **Plan versioning strategy**:
- API v1 (existing) + v2 (new)
- Deprecation timeline
3. **Use feature flags** for gradual rollout
4. **Document migration guide** for API consumers
5. **Add to testing strategy**:
- Existing consumers still work (v1)
- New functionality works (v2)
### Problem: Data migration required
**Symptoms:**
- Schema changes needed
- Existing data needs transformation
- Risk of data loss
**Solution:**
1. **Create explicit migration strategy** in architecture:
- Forward migration (old → new schema)
- Rollback plan (new → old schema)
- Data validation approach
2. **Test migrations thoroughly**:
- On copy of production data
- Measure performance impact
3. **Plan rollout**:
- Staging environment first
- Gradual production rollout
- Monitoring for issues
4. **Document in tech-spec/architecture**:
- Migration scripts
- Rollback procedures
- Expected downtime
---
## Still Stuck?
### Getting More Help
If your issue isn't covered here:
1. **Check other documentation**:
- [FAQ](./faq.md) - Common questions
- [Glossary](./glossary.md) - Terminology
- [Quick Start](./quick-start.md) - Basic usage
- [Brownfield Guide](./brownfield-guide.md) - Existing codebases
- [Scale Adaptive System](./scale-adaptive-system.md) - Understanding levels
2. **Community support**:
- [Discord](https://discord.gg/gk8jAdXWmj) - #general-dev, #bugs-issues
- Active community, fast responses
- Share your specific situation
3. **Report bugs**:
- [GitHub Issues](https://github.com/bmad-code-org/BMAD-METHOD/issues)
- Include version, steps to reproduce, expected vs actual behavior
4. **Video tutorials**:
- [YouTube Channel](https://www.youtube.com/@BMadCode)
- Visual walkthroughs of common workflows
---
## Common Error Messages
### "No workflow status file found"
**Cause:** Haven't run workflow-init yet
**Fix:** Load Analyst agent → run workflow-init
### "Epic file not found"
**Cause:** PRD/epics not created, or wrong path
**Fix:** Verify PRD/epics exist in output folder, check config.yaml paths
### "Story not in sprint-status.yaml"
**Cause:** Sprint-planning not run, or story file not created
**Fix:** Run sprint-planning workflow, verify story files exist
### "Documentation insufficient for brownfield"
**Cause:** No docs/index.md or document-project not run
**Fix:** Run document-project workflow with Deep scan
### "Level detection failed"
**Cause:** Ambiguous project description
**Fix:** Be more specific, use level keywords (fix, feature, platform, etc.)
### "Context generation failed"
**Cause:** Missing prerequisites (epic context, story file, or docs)
**Fix:** Verify epic-tech-context run, story file exists, docs present
---
## Prevention Tips
**Avoid common issues before they happen:**
1. ✅ **Always run document-project for brownfield** - Saves hours of context issues later
2. ✅ **Use fresh chats for complex workflows** - Prevents hallucinations and context overflow
3. ✅ **Verify files exist before running workflows** - Check PRD, epics, stories are present
4. ✅ **Read agent menu before requesting workflows** - Confirm agent has the workflow
5. ✅ **Start with smaller level if unsure** - Easy to upgrade (Level 1 → 2), hard to downgrade
6. ✅ **Keep status files updated** - Manual updates when needed, don't let them drift
7. ✅ **Run retrospectives after epics** - Catch issues early, improve next epic
8. ✅ **Follow phase sequence** - Don't skip required phases (Phase 2 before 3, 3 before 4)
---
**Issue not listed?** Please [report it](https://github.com/bmad-code-org/BMAD-METHOD/issues) so we can add it to this guide!

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@ -1,685 +1,268 @@
# BMM Analysis Workflows (Phase 1)
**Reading Time:** ~7 minutes
## Overview
Phase 1 (Analysis) workflows are **optional** exploration and discovery tools that help you understand your project space before committing to detailed planning. These workflows facilitate creative thinking, market validation, and strategic alignment.
Phase 1 (Analysis) workflows are **optional** exploration and discovery tools that help validate ideas, understand markets, and generate strategic context before planning begins.
**When to use Analysis workflows:**
**Key principle:** Analysis workflows help you think strategically before committing to implementation. Skip them if your requirements are already clear.
- Starting a new project from scratch
- Exploring a problem space or opportunity
- Validating market fit before significant investment
- Gathering strategic context for planning phases
**When to use:** Starting new projects, exploring opportunities, validating market fit, generating ideas, understanding problem spaces.
**When to skip Analysis workflows:**
- Continuing an existing project with clear requirements
- Working on well-defined features with known solutions
- Working under strict constraints where discovery is complete
**When to skip:** Continuing existing projects with clear requirements, well-defined features with known solutions, strict constraints where discovery is complete.
---
## Phase 1 Workflow Map
## Phase 1 Analysis Workflow Map
```mermaid
%%{init: {'theme':'base', 'themeVariables': { 'primaryColor':'#fff','primaryTextColor':'#000','primaryBorderColor':'#000','lineColor':'#000','fontSize':'16px','fontFamily':'arial'}}}%%
graph TB
subgraph Creative["<b>CREATIVE EXPLORATION</b>"]
direction TB
subgraph Discovery["<b>DISCOVERY & IDEATION (Optional)</b>"]
direction LR
BrainstormProject["<b>Analyst: brainstorm-project</b><br/>Multi-track solution exploration"]
BrainstormGame["<b>Analyst: brainstorm-game</b><br/>Game concept generation"]
end
subgraph Strategic["<b>STRATEGIC PLANNING</b>"]
subgraph Research["<b>RESEARCH & VALIDATION (Optional)</b>"]
direction TB
ProductBrief["<b>Analyst: product-brief</b><br/>Product vision and strategy"]
GameBrief["<b>Game Designer: game-brief</b><br/>Game vision capture"]
ResearchWF["<b>Analyst: research</b><br/>• market (TAM/SAM/SOM)<br/>• technical (framework evaluation)<br/>• competitive (landscape)<br/>• user (personas, JTBD)<br/>• domain (industry analysis)<br/>• deep_prompt (AI research)"]
end
subgraph Research["<b>RESEARCH AND INVESTIGATION</b>"]
direction TB
ResearchWF["<b>Analyst: research</b><br/>Market, technical, competitive analysis"]
subgraph Strategy["<b>STRATEGIC CAPTURE (Recommended for Greenfield)</b>"]
direction LR
ProductBrief["<b>Analyst: product-brief</b><br/>Product vision + strategy<br/>(Interactive or YOLO mode)"]
GameBrief["<b>Game Designer: game-brief</b><br/>Game vision capture<br/>(Interactive or YOLO mode)"]
end
Creative -.->|Software projects| ProductBrief
Creative -.->|Game projects| GameBrief
BrainstormProject -.->|May inform| ResearchWF
BrainstormGame -.->|May inform| ResearchWF
ResearchWF -.->|Feeds into| ProductBrief
ResearchWF -.->|Feeds into| GameBrief
Discovery -.->|Software| ProductBrief
Discovery -.->|Games| GameBrief
Discovery -.->|Validate ideas| Research
Research -.->|Inform brief| ProductBrief
Research -.->|Inform brief| GameBrief
ProductBrief --> Phase2["<b>Phase 2: prd workflow</b>"]
GameBrief --> Phase2Game["<b>Phase 2: gdd workflow</b>"]
Research -.->|Can feed directly| Phase2
style Creative fill:#e1f5fe,stroke:#01579b,stroke-width:3px,color:#000
style Strategic fill:#f3e5f5,stroke:#4a148c,stroke-width:3px,color:#000
style Discovery fill:#e1f5fe,stroke:#01579b,stroke-width:3px,color:#000
style Research fill:#fff9c4,stroke:#f57f17,stroke-width:3px,color:#000
style Strategy fill:#f3e5f5,stroke:#4a148c,stroke-width:3px,color:#000
style Phase2 fill:#c8e6c9,stroke:#2e7d32,stroke-width:2px,color:#000
style Phase2Game fill:#c8e6c9,stroke:#2e7d32,stroke-width:2px,color:#000
style BrainstormProject fill:#81d4fa,stroke:#0277bd,stroke-width:2px,color:#000
style BrainstormGame fill:#81d4fa,stroke:#0277bd,stroke-width:2px,color:#000
style ResearchWF fill:#fff59d,stroke:#f57f17,stroke-width:2px,color:#000
style ProductBrief fill:#ce93d8,stroke:#6a1b9a,stroke-width:2px,color:#000
style GameBrief fill:#ce93d8,stroke:#6a1b9a,stroke-width:2px,color:#000
style ResearchWF fill:#fff59d,stroke:#f57f17,stroke-width:2px,color:#000
```
---
## Quick Reference
| Workflow | Agent | Required | Purpose |
| ------------------ | ------------- | ----------- | ----------------------------------------------------------- |
| brainstorm-project | Analyst | No | Explore solution approaches and architectures |
| brainstorm-game | Analyst | No | Generate game concepts using creative techniques |
| product-brief | Analyst | Recommended | Define product vision and strategy |
| game-brief | Game Designer | Recommended | Capture game vision before GDD |
| research | Analyst | No | Multi-type research system (market, technical, competitive) |
| Workflow | Agent | Required | Purpose | Output |
| ---------------------- | ------------- | ----------- | -------------------------------------------------------------- | ---------------------------- |
| **brainstorm-project** | Analyst | No | Explore solution approaches and architectures | Solution options + rationale |
| **brainstorm-game** | Analyst | No | Generate game concepts using creative techniques | Game concepts + evaluation |
| **research** | Analyst | No | Multi-type research (market/technical/competitive/user/domain) | Research reports |
| **product-brief** | Analyst | Recommended | Define product vision and strategy (interactive) | Product Brief document |
| **game-brief** | Game Designer | Recommended | Capture game vision before GDD (interactive) | Game Brief document |
---
## brainstorm-project
## Workflow Descriptions
### Purpose
### brainstorm-project
Generate multiple solution approaches for software projects through parallel ideation tracks that align technical and business thinking from inception.
**Purpose:** Generate multiple solution approaches through parallel ideation tracks (architecture, UX, integration, value).
**Agent:** Analyst
**Phase:** 1 (Analysis)
**Required:** No
### When to Use
**When to Use:**
- You have a business objective but unclear technical approach
- Multiple solution paths exist and you need to evaluate trade-offs
- Hidden assumptions need discovery before planning
- Innovation beyond obvious solutions is valuable
- Unclear technical approach with business objectives
- Multiple solution paths need evaluation
- Hidden assumptions need discovery
- Innovation beyond obvious solutions
### Prerequisites
**Key Outputs:**
- Business objectives and constraints
- Technical environment context
- Stakeholder needs identified
- Success criteria defined (at least preliminary)
- Architecture proposals with trade-off analysis
- Value framework (prioritized features)
- Risk analysis (dependencies, challenges)
- Strategic recommendation with rationale
### Process Overview
**1. Context Capture**
- Business objectives and constraints
- Technical environment
- Stakeholder needs
- Success criteria
**2. Parallel Ideation**
- **Architecture Track**: Technical approaches with trade-offs
- **UX Track**: Interface paradigms and user journeys
- **Integration Track**: System connection patterns
- **Value Track**: Feature prioritization and delivery sequences
**3. Solution Synthesis**
- Evaluate feasibility and impact
- Align with strategic objectives
- Surface hidden assumptions
- Generate recommendations with rationale
### Inputs
| Input | Type | Purpose |
| ----------------- | -------- | --------------------------------------------- |
| Project Context | Document | Business objectives, environment, constraints |
| Problem Statement | Optional | Core challenge or opportunity to address |
### Outputs
| Output | Content |
| ------------------------ | ------------------------------------------- |
| Architecture Proposals | Multiple approaches with trade-off analysis |
| Value Framework | Prioritized features aligned to objectives |
| Risk Analysis | Dependencies, challenges, opportunities |
| Strategic Recommendation | Synthesized direction with rationale |
### Example Scenario
**Starting Point:**
"We need a customer dashboard for our SaaS product"
**After brainstorm-project:**
- **Architecture Option A**: Monolith with server-side rendering (faster to market, easier ops)
- **Architecture Option B**: Microservices + SPA (better scalability, more complex)
- **Architecture Option C**: Hybrid approach (SSR shell + client-side islands)
- **Recommendation**: Option A for MVP, with clear path to Option C as we scale
- **Risk**: Option A may require rewrite if we hit 10K+ concurrent users
### Related Workflows
- **research** - Deep investigation of market/technical options
- **product-brief** - Strategic planning document
- **prd** (Phase 2) - Requirements document from chosen approach
**Example:** "We need a customer dashboard" → Options: Monolith SSR (faster), Microservices SPA (scalable), Hybrid (balanced) with recommendation.
---
## brainstorm-game
### brainstorm-game
### Purpose
Generate and refine game concepts through systematic creative exploration using five distinct brainstorming techniques, grounded in practical constraints.
**Purpose:** Generate game concepts through systematic creative exploration using five brainstorming techniques.
**Agent:** Analyst
**Phase:** 1 (Analysis)
**Required:** No
### When to Use
**When to Use:**
- Generating original game concepts
- Exploring variations on a theme
- Exploring variations on themes
- Breaking creative blocks
- Validating game ideas against constraints
### Prerequisites
**Techniques Used:**
- Platform specifications (mobile, PC, console, web)
- Genre preferences or inspirations
- Technical constraints understood
- Target audience defined
- Core design pillars identified (at least preliminary)
- SCAMPER (systematic modification)
- Mind Mapping (hierarchical exploration)
- Lotus Blossom (radial expansion)
- Six Thinking Hats (multi-perspective)
- Random Word Association (lateral thinking)
### Process Overview
**Key Outputs:**
**Five Brainstorming Methods** (applied in isolation, then synthesized):
- Method-specific artifacts (5 separate documents)
- Consolidated concept document with feasibility
- Design pillar alignment matrix
| Method | Focus | Output Characteristics |
| ----------------------- | ------------------------ | ---------------------------------- |
| SCAMPER | Systematic modification | Structured transformation analysis |
| Mind Mapping | Hierarchical exploration | Visual concept relationships |
| Lotus Blossom | Radial expansion | Layered thematic development |
| Six Thinking Hats | Multi-perspective | Balanced evaluation framework |
| Random Word Association | Lateral thinking | Unexpected conceptual combinations |
Each method generates distinct artifacts that are then evaluated against design pillars, technical feasibility, and market positioning.
### Inputs
- **Game Context Document**: Platform specs, genre, technical constraints, target audience, monetization approach, design pillars
- **Initial Concept Seed** (optional): High-level game idea or theme
### Outputs
- **Method-Specific Artifacts**: Five separate brainstorming documents
- **Consolidated Concept Document**: Synthesized game concepts with feasibility assessments and unique value propositions
- **Design Pillar Alignment Matrix**: Evaluation of concepts against stated objectives
### Example Scenario
**Starting Point:**
"A roguelike with psychological themes"
**After brainstorm-game:**
- **SCAMPER Result**: "What if standard roguelike death → becomes emotional regression?"
- **Mind Map Result**: Emotion types (anger, fear, joy) as character classes
- **Lotus Blossom Result**: Inner demons as enemies, therapy sessions as rest points
- **Six Thinking Hats Result**: White (data) - mental health market growing; Red (emotion) - theme may alienate hardcore players
- **Random Word Association Result**: "Mirror" + "Roguelike" = reflection mechanics that change gameplay
**Synthesized Concept:**
"Mirror of Mind: A roguelike card battler where you play as emotions battling inner demons. Deck composition affects narrative, emotional theme drives mechanics, 3 characters representing anger/fear/joy, target audience: core gamers interested in mental health themes."
### Related Workflows
- **game-brief** - Capture validated concept in structured brief
- **gdd** (Phase 2) - Full game design document
**Example:** "Roguelike with psychological themes" → Emotions as characters, inner demons as enemies, therapy sessions as rest points, deck composition affects narrative.
---
## product-brief
### research
### Purpose
Interactive product brief creation that guides users through defining their product vision with multiple input sources and conversational collaboration.
**Purpose:** Comprehensive multi-type research system consolidating market, technical, competitive, user, and domain analysis.
**Agent:** Analyst
**Phase:** 1 (Analysis)
**Required:** Recommended (skip only if PRD already exists)
### When to Use
- Starting a new product or major feature initiative
- Aligning stakeholders before detailed planning
- Transitioning from exploration to strategy
- Creating executive-level product documentation
### Prerequisites
- Business context understood
- Problem or opportunity identified
- Stakeholders accessible for input
- Strategic objectives defined
### Modes of Operation
**Interactive Mode** (Recommended):
- Step-by-step collaborative development
- Probing questions to refine thinking
- Deep exploration of problem/solution fit
- High-quality output with thorough exploration
**YOLO Mode**:
- AI generates complete draft from initial context
- User reviews and refines sections iteratively
- Faster for rapid draft generation
- Best for time-constrained situations or when you have clear vision
### Process Overview
**Phase 1: Initialization and Context (Steps 0-2)**
- Project setup and context capture
- Input document gathering
- Mode selection
- Context extraction
**Phase 2: Interactive Development (Steps 3-12) - Interactive Mode**
- Problem definition and pain points
- Solution articulation and value proposition
- User segmentation
- Success metrics and KPIs
- MVP scoping (ruthlessly defined)
- Financial planning and ROI
- Technical context
- Risk assessment and assumptions
**Phase 3: Rapid Generation (Steps 3-4) - YOLO Mode**
- Complete draft generation from context
- Iterative refinement of sections
- Quality validation
**Phase 4: Finalization (Steps 13-15)**
- Executive summary creation
- Supporting materials compilation
- Final review and handoff preparation
### Inputs
- Optional: Market research, competitive analysis, brainstorming results
- User input through conversational process
- Business context and objectives
### Outputs
**Primary Output:** `product-brief-{project_name}-{date}.md`
**Output Structure:**
1. Executive Summary
2. Problem Statement (with evidence)
3. Proposed Solution (core approach and differentiators)
4. Target Users (primary and secondary segments)
5. Goals and Success Metrics
6. MVP Scope (must-have features)
7. Post-MVP Vision
8. Financial Impact (investment and ROI)
9. Strategic Alignment
10. Technical Considerations
11. Constraints and Assumptions
12. Risks and Open Questions
13. Supporting Materials
### Example Scenario
**Starting Point:**
"We see customers struggling with project tracking"
**After product-brief (Interactive Mode):**
- **Problem**: Teams using 3+ tools for project management, causing 40% efficiency loss
- **Solution**: Unified workspace combining tasks, docs, and communication
- **Target Users**: 10-50 person product teams, SaaS-first companies
- **MVP Scope**: Task management + Real-time collaboration + Integrations (GitHub, Slack)
- **Success Metrics**: 30% reduction in tool-switching time, 20% faster project completion
- **Financial Impact**: $2M investment, $10M ARR target year 2
### Related Workflows
- **brainstorm-project** - Generate solution approaches first
- **research** - Gather market/competitive intelligence
- **prd** (Phase 2) - Detailed requirements from product brief
---
## game-brief
### Purpose
Lightweight, interactive brainstorming and planning session that captures game vision before diving into detailed Game Design Documents.
**Agent:** Game Designer
**Phase:** 1 (Analysis)
**Required:** Recommended for game projects
### When to Use
- Starting a new game project from scratch
- Exploring a game idea before committing
- Pitching a concept to team/stakeholders
- Validating market fit and feasibility
- Preparing input for GDD workflow
**Skip if:**
- You already have a complete GDD
- Continuing an existing project
- Prototyping without planning needs
### Comparison: Game Brief vs GDD
| Aspect | Game Brief | GDD |
| ------------ | --------------------------- | ------------------------- |
| Purpose | Validate concept | Design for implementation |
| Detail Level | High-level vision | Detailed specifications |
| Audience | Self, team, stakeholders | Development team |
| Scope | Concept validation | Implementation roadmap |
| Format | Conversational, exploratory | Structured, comprehensive |
| Output | Concise vision document | Comprehensive design doc |
### Comparison: Game Brief vs Product Brief
| Aspect | Game Brief | Product Brief |
| ------------- | ---------------------------- | --------------------------------- |
| Focus | Player experience, fun, feel | User problems, features, value |
| Metrics | Engagement, retention, fun | Revenue, conversion, satisfaction |
| Core Elements | Gameplay pillars, mechanics | Problem/solution, user segments |
| References | Other games | Competitors, market |
| Vision | Emotional experience | Business outcomes |
### Workflow Structure
**Interactive Mode** (Recommended):
1. Game Vision (concept, pitch, vision statement)
2. Target Market (audience, competition, positioning)
3. Game Fundamentals (pillars, mechanics, experience goals)
4. Scope and Constraints (platforms, timeline, budget, team)
5. Reference Framework (inspiration, competitors, differentiators)
6. Content Framework (world, narrative, volume)
7. Art and Audio Direction
8. Risk Assessment (risks, challenges, mitigation)
9. Success Criteria (MVP, metrics, launch goals)
10. Next Steps
**YOLO Mode**: AI generates complete draft, then you refine iteratively
### Inputs
Optional:
- Market research
- Brainstorming results
- Competitive analysis
- Design notes
- Reference game lists
### Outputs
**Primary Output:** `game-brief-{game_name}-{date}.md`
**Sections:**
- Executive summary
- Complete game vision
- Target market analysis
- Core gameplay definition
- Scope and constraints
- Reference framework
- Art/audio direction
- Risk assessment
- Success criteria
- Next steps
### Example Scenario
**Starting Point:**
"I want to make a roguelike card game with a twist"
**After Game Brief:**
- **Core Concept**: Roguelike card battler where you play as emotions battling inner demons
- **Target Audience**: Core gamers who love Slay the Spire, interested in mental health themes
- **Differentiator**: Emotional narrative system where deck composition affects story
- **MVP Scope**: 3 characters, 80 cards, 30 enemy types, 3 bosses, 6-hour first run
- **Platform**: PC (Steam) first, mobile later
- **Timeline**: 12 months with 2-person team
- **Key Risk**: Emotional theme might alienate hardcore roguelike fans
- **Mitigation**: Prototype early, test with target audience, offer "mechanical-only" mode
**Next Steps:**
1. Build card combat prototype (2 weeks)
2. Test emotional resonance with players
3. Proceed to GDD workflow if prototype validates
### Related Workflows
- **brainstorm-game** - Generate initial concepts
- **gdd** (Phase 2) - Full game design document
- **narrative** (Phase 2) - For story-heavy games
---
## research
### Purpose
Comprehensive, adaptive multi-type research system that consolidates various research methodologies into a single powerful tool.
**Agent:** Analyst
**Phase:** 1 (Analysis)
**Required:** No
### Research Types
**6 Research Types Available:**
**Research Types:**
| Type | Purpose | Use When |
| --------------- | ------------------------------------------------------ | ----------------------------------- |
| **market** | Market intelligence, TAM/SAM/SOM, competitive analysis | Need market viability validation |
| **deep_prompt** | Generate optimized research prompts for AI platforms | Need AI to research deeper topics |
| **technical** | Technology evaluation, architecture decisions | Choosing frameworks/platforms |
| **market** | TAM/SAM/SOM, competitive analysis | Need market viability validation |
| **technical** | Technology evaluation, ADRs | Choosing frameworks/platforms |
| **competitive** | Deep competitor analysis | Understanding competitive landscape |
| **user** | Customer insights, personas, JTBD | Need user understanding |
| **domain** | Industry deep dives, trends | Understanding domain/industry |
### Market Research (Type: market)
| **deep_prompt** | Generate AI research prompts (ChatGPT, Claude, Gemini) | Need deeper AI-assisted research |
**Key Features:**
- Real-time web research
- TAM/SAM/SOM calculations with multiple methodologies
- Competitive landscape analysis
- Customer persona development
- Porter's Five Forces and strategic frameworks
- Go-to-market strategy recommendations
- Multiple analytical frameworks (Porter's Five Forces, SWOT, Technology Adoption Lifecycle)
- Platform-specific optimization for deep_prompt type
- Configurable research depth (quick/standard/comprehensive)
**Inputs:**
- Product or business description
- Target customer hypotheses (optional)
- Known competitors list (optional)
**Outputs:**
- Market size analysis (TAM/SAM/SOM)
- Competitive positioning
- Customer segments and personas
- Market trends and opportunities
- Strategic recommendations
- Financial projections (optional)
### Deep Research Prompt (Type: deep_prompt)
**Key Features:**
- Optimized for AI research platforms (ChatGPT Deep Research, Gemini, Grok, Claude Projects)
- Prompt engineering best practices
- Platform-specific optimization
- Context packaging for optimal AI understanding
- Research question refinement
**Inputs:**
- Research question or topic
- Background context documents (optional)
- Target AI platform preference (optional)
**Outputs:**
- Platform-optimized research prompt
- Multi-stage research workflow
- Context documents packaged
- Execution guidance
### Technical Research (Type: technical)
**Key Features:**
- Technology evaluation and comparison matrices
- Architecture pattern research
- Framework/library assessment
- Technical feasibility studies
- Cost-benefit analysis
- Architecture Decision Records (ADR)
**Inputs:**
- Technical requirements
- Current architecture (if brownfield)
- Technical constraints
**Outputs:**
- Technology comparison matrix
- Trade-off analysis
- Cost-benefit assessment
- ADR with recommendation
- Implementation guidance
### Configuration Options
Can be customized through workflow.yaml:
- **research_depth**: `quick`, `standard`, or `comprehensive`
- **enable_web_research**: Enable real-time data gathering
- **enable_competitor_analysis**: Competitive intelligence
- **enable_financial_modeling**: Financial projections
### Frameworks Available
**Market Research:**
- TAM/SAM/SOM Analysis
- Porter's Five Forces
- Jobs-to-be-Done (JTBD)
- Technology Adoption Lifecycle
- SWOT Analysis
- Value Chain Analysis
**Technical Research:**
- Trade-off Analysis Matrix
- Architecture Decision Records (ADR)
- Technology Radar
- Comparison Matrix
- Cost-Benefit Analysis
- Technical Risk Assessment
### Example Scenario
**Type: market**
**Input:**
"SaaS project management tool for remote teams"
**Output:**
- **TAM**: $50B (global project management software)
- **SAM**: $5B (remote-first teams 10-50 people)
- **SOM**: $50M (achievable in year 3)
- **Top Competitors**: Asana, Monday.com, ClickUp
- **Positioning**: "Real-time collaboration focused, vs async-first competitors"
- **Customer Personas**: Product Managers (primary), Engineering Leads (secondary)
- **Key Trends**: Remote work permanence, tool consolidation, AI features
- **Go-to-Market**: PLG motion, free tier, viral invite mechanics
### Related Workflows
- **product-brief** - Use research to inform brief
- **prd** (Phase 2) - Research feeds requirements
- **architecture** (Phase 3) - Technical research informs design
**Example (market):** "SaaS project management tool" → TAM $50B, SAM $5B, SOM $50M, top competitors (Asana, Monday), positioning recommendation.
---
## Best Practices for Phase 1
### product-brief
### 1. Don't Over-Invest in Analysis
**Purpose:** Interactive product brief creation that guides strategic product vision definition.
Analysis workflows are optional for a reason. If you already know what you're building and why, skip to Phase 2 (Planning).
**Agent:** Analyst
### 2. Iterate Between Workflows
**When to Use:**
It's common to:
- Starting new product/major feature initiative
- Aligning stakeholders before detailed planning
- Transitioning from exploration to strategy
- Need executive-level product documentation
1. Run **brainstorm-project** to explore
2. Use **research** to validate
3. Create **product-brief** to synthesize
**Modes:**
### 3. Document Assumptions
- **Interactive Mode** (Recommended): Step-by-step collaborative development with probing questions
- **YOLO Mode**: AI generates complete draft from context, then iterative refinement
Analysis phase is about surfacing and validating assumptions. Document them explicitly so planning can challenge them.
**Key Outputs:**
### 4. Keep It Strategic
- Executive summary
- Problem statement with evidence
- Proposed solution and differentiators
- Target users (segmented)
- MVP scope (ruthlessly defined)
- Financial impact and ROI
- Strategic alignment
- Risks and open questions
Analysis workflows focus on "what" and "why", not "how". Leave implementation details for Planning and Solutioning phases.
### 5. Involve Stakeholders
Analysis workflows are collaborative. Use them to align stakeholders before committing to detailed planning.
**Integration:** Feeds directly into PRD workflow (Phase 2).
---
## Decision Guide: Which Analysis Workflow?
### game-brief
**Purpose:** Lightweight interactive brainstorming session capturing game vision before Game Design Document.
**Agent:** Game Designer
**When to Use:**
- Starting new game project
- Exploring game ideas before committing
- Pitching concepts to team/stakeholders
- Validating market fit and feasibility
**Game Brief vs GDD:**
| Aspect | Game Brief | GDD |
| ------------ | ------------------ | ------------------------- |
| Purpose | Validate concept | Design for implementation |
| Detail Level | High-level vision | Detailed specs |
| Format | Conversational | Structured |
| Output | Concise vision doc | Comprehensive design |
**Key Outputs:**
- Game vision (concept, pitch)
- Target market and positioning
- Core gameplay pillars
- Scope and constraints
- Reference framework
- Risk assessment
- Success criteria
**Integration:** Feeds into GDD workflow (Phase 2).
---
## Decision Guide
### Starting a Software Project
1. **brainstorm-project** (if unclear solution) → **research** (market/technical) → **product-brief**
```
brainstorm-project (if unclear) → research (market/technical) → product-brief → Phase 2 (prd)
```
### Starting a Game Project
1. **brainstorm-game** (if generating concepts) → **research** (market/competitive) → **game-brief**
```
brainstorm-game (if generating concepts) → research (market/competitive) → game-brief → Phase 2 (gdd)
```
### Validating an Idea
1. **research** (market type) → **product-brief** or **game-brief**
```
research (market type) → product-brief or game-brief → Phase 2
```
### Technical Decision
### Technical Decision Only
1. **research** (technical type) → Use ADR in **architecture** (Phase 3)
```
research (technical type) → Use findings in Phase 3 (architecture)
```
### Understanding Market
1. **research** (market or competitive type) → **product-brief**
### Generating Deep Research
1. **research** (deep_prompt type) → External AI research platform → Return with findings
```
research (market/competitive type) → product-brief → Phase 2
```
---
## Integration with Phase 2 (Planning)
Analysis workflows feed directly into Planning:
Analysis outputs feed directly into Planning:
| Analysis Output | Planning Input |
| --------------------------- | -------------------------- |
@ -689,18 +272,99 @@ Analysis workflows feed directly into Planning:
| technical-research.md | **architecture** (Phase 3) |
| competitive-intelligence.md | **prd** positioning |
The Planning phase (Phase 2) will load these documents automatically if they exist in the output folder.
Planning workflows automatically load these documents if they exist in the output folder.
---
## Summary
## Best Practices
Phase 1 Analysis workflows are your strategic thinking tools. Use them to:
### 1. Don't Over-Invest in Analysis
- **Explore** problem spaces and solutions
- **Validate** ideas before heavy investment
- **Align** stakeholders on vision
- **Research** markets, competitors, and technologies
- **Document** strategic thinking for future reference
Analysis is optional. If requirements are clear, skip to Phase 2 (Planning).
Remember: **These workflows are optional.** If you know what you're building and why, skip to Phase 2 (Planning) to define requirements and create your PRD/GDD.
### 2. Iterate Between Workflows
Common pattern: brainstorm → research (validate) → brief (synthesize)
### 3. Document Assumptions
Analysis surfaces and validates assumptions. Document them explicitly for planning to challenge.
### 4. Keep It Strategic
Focus on "what" and "why", not "how". Leave implementation for Planning and Solutioning.
### 5. Involve Stakeholders
Use analysis workflows to align stakeholders before committing to detailed planning.
---
## Common Patterns
### Greenfield Software (Full Analysis)
```
1. brainstorm-project - explore approaches
2. research (market) - validate viability
3. product-brief - capture strategic vision
4. → Phase 2: prd
```
### Greenfield Game (Full Analysis)
```
1. brainstorm-game - generate concepts
2. research (competitive) - understand landscape
3. game-brief - capture vision
4. → Phase 2: gdd
```
### Skip Analysis (Clear Requirements)
```
→ Phase 2: prd or tech-spec directly
```
### Technical Research Only
```
1. research (technical) - evaluate technologies
2. → Phase 3: architecture (use findings in ADRs)
```
---
## Related Documentation
- [Phase 2: Planning Workflows](./workflows-planning.md) - Next phase
- [Phase 3: Solutioning Workflows](./workflows-solutioning.md)
- [Phase 4: Implementation Workflows](./workflows-implementation.md)
- [Scale Adaptive System](./scale-adaptive-system.md) - Understanding project complexity
- [Agents Guide](./agents-guide.md) - Complete agent reference
---
## Troubleshooting
**Q: Do I need to run all analysis workflows?**
A: No! Analysis is entirely optional. Use only workflows that help you think through your problem.
**Q: Which workflow should I start with?**
A: If unsure, start with `research` (market type) to validate viability, then move to `product-brief` or `game-brief`.
**Q: Can I skip straight to Planning?**
A: Yes! If you know what you're building and why, skip Phase 1 entirely and start with Phase 2 (prd/gdd/tech-spec).
**Q: How long should Analysis take?**
A: Typically hours to 1-2 days. If taking longer, you may be over-analyzing. Move to Planning.
**Q: What if I discover problems during Analysis?**
A: That's the point! Analysis helps you fail fast and pivot before heavy planning investment.
**Q: Should brownfield projects do Analysis?**
A: Usually no. Start with `document-project` (Phase 0), then skip to Planning (Phase 2).
---
_Phase 1 Analysis - Optional strategic thinking before commitment._

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@ -1,83 +1,120 @@
# BMM Solutioning Workflows (Phase 3)
**Reading Time:** ~8 minutes
## Overview
Phase 3 (Solutioning) workflows translate **what** to build (from Planning) into **how** to build it (technical design). This phase is **required for Levels 3-4** and **optional for Level 2** projects.
Phase 3 (Solutioning) workflows translate **what** to build (from Planning) into **how** to build it (technical design). This phase prevents agent conflicts in multi-epic projects by documenting architectural decisions before implementation begins.
**Key principle:** Prevent agent conflicts by making architectural decisions explicit and documented before implementation begins.
**Key principle:** Make technical decisions explicit and documented so all agents implement consistently. Prevent one agent choosing REST while another chooses GraphQL.
**Required for:** BMad Method (complex projects), Enterprise Method
**Optional for:** BMad Method (simple projects), Quick Flow (skip entirely)
---
## Phase 3 Solutioning Flow
## Phase 3 Solutioning Workflow Map
```mermaid
%%{init: {'theme':'base', 'themeVariables': { 'primaryColor':'#fff','primaryTextColor':'#000','primaryBorderColor':'#000','lineColor':'#000','fontSize':'16px','fontFamily':'arial'}}}%%
graph TB
FromPRD["<b>FROM Phase 2</b><br/>PRD/GDD/Narrative/UX complete"]
FromPlanning["<b>FROM Phase 2 Planning</b><br/>PRD/GDD/Tech-Spec complete"]
subgraph Solutioning["<b>PHASE 3: SOLUTIONING</b>"]
subgraph QuickFlow["<b>QUICK FLOW PATH</b>"]
direction TB
Architecture["<b>Architect: architecture</b><br/>Technical design and decisions"]
GateCheck["<b>Architect: solutioning-gate-check</b><br/>Validation before implementation"]
SkipArch["<b>Skip Phase 3</b><br/>Go directly to Implementation"]
end
subgraph Optional["<b>OPTIONAL PATHS</b>"]
subgraph BMadEnterprise["<b>BMAD METHOD + ENTERPRISE (Same Start)</b>"]
direction TB
Architecture["<b>Architect: architecture</b><br/>System design + ADRs"]
subgraph Optional["<b>ENTERPRISE ADDITIONS (Optional)</b>"]
direction LR
TestArch["<b>TEA: test-architecture</b><br/>(Future)"]
SecArch["<b>Architect: security-architecture</b>"]
DevOps["<b>Architect: devops-strategy</b>"]
end
GateCheck["<b>Architect: solutioning-gate-check</b><br/>Validation before Phase 4"]
Architecture -.->|Enterprise only| Optional
Architecture --> GateCheck
Optional -.-> GateCheck
end
subgraph Result["<b>GATE CHECK RESULTS</b>"]
direction LR
Level2Skip["<b>Level 2:</b><br/>Skip if straightforward"]
Pass["✅ PASS<br/>Proceed to Phase 4"]
Concerns["⚠️ CONCERNS<br/>Proceed with caution"]
Fail["❌ FAIL<br/>Resolve issues first"]
end
FromPRD --> Architecture
Architecture --> GateCheck
GateCheck -->|PASS| Phase4["<b>Phase 4: Implementation</b>"]
GateCheck -->|CONCERNS/FAIL| Architecture
FromPRD -.->|Level 2 only| Level2Skip
Level2Skip -.-> Phase4
FromPlanning -->|Quick Flow| QuickFlow
FromPlanning -->|BMad Method<br/>or Enterprise| Architecture
style FromPRD fill:#e1bee7,stroke:#6a1b9a,stroke-width:2px,color:#000
style Solutioning fill:#90caf9,stroke:#0d47a1,stroke-width:3px,color:#000
style Optional fill:#fff9c4,stroke:#f57f17,stroke-width:3px,color:#000
QuickFlow --> Phase4["<b>Phase 4: Implementation</b>"]
GateCheck --> Result
Pass --> Phase4
Concerns --> Phase4
Fail -.->|Fix issues| Architecture
style FromPlanning fill:#e1bee7,stroke:#6a1b9a,stroke-width:2px,color:#000
style QuickFlow fill:#c5e1a5,stroke:#33691e,stroke-width:3px,color:#000
style BMadEnterprise fill:#90caf9,stroke:#0d47a1,stroke-width:3px,color:#000
style Optional fill:#ffcdd2,stroke:#c62828,stroke-width:3px,color:#000
style Result fill:#fff9c4,stroke:#f57f17,stroke-width:3px,color:#000
style Phase4 fill:#ffcc80,stroke:#e65100,stroke-width:2px,color:#000
style Architecture fill:#64b5f6,stroke:#0d47a1,stroke-width:2px,color:#000
style GateCheck fill:#64b5f6,stroke:#0d47a1,stroke-width:2px,color:#000
style Level2Skip fill:#fff59d,stroke:#f57f17,stroke-width:2px,color:#000
style SkipArch fill:#aed581,stroke:#1b5e20,stroke-width:2px,color:#000
style Architecture fill:#42a5f5,stroke:#0d47a1,stroke-width:2px,color:#000
style TestArch fill:#ef9a9a,stroke:#c62828,stroke-width:2px,color:#000
style SecArch fill:#ef9a9a,stroke:#c62828,stroke-width:2px,color:#000
style DevOps fill:#ef9a9a,stroke:#c62828,stroke-width:2px,color:#000
style GateCheck fill:#42a5f5,stroke:#0d47a1,stroke-width:2px,color:#000
style Pass fill:#81c784,stroke:#388e3c,stroke-width:2px,color:#000
style Concerns fill:#ffb74d,stroke:#f57f17,stroke-width:2px,color:#000
style Fail fill:#e57373,stroke:#d32f2f,stroke-width:2px,color:#000
```
---
## Quick Reference
| Workflow | Project Levels | Purpose |
| -------------------------- | -------------- | ------------------------------------------- |
| **architecture** | 2-4 | Technical architecture and design decisions |
| **solutioning-gate-check** | 3-4 | Validate planning/solutioning completeness |
| Workflow | Agent | Track | Purpose |
| -------------------------- | --------- | ------------------------ | ------------------------------------------- |
| **architecture** | Architect | BMad Method, Enterprise | Technical architecture and design decisions |
| **solutioning-gate-check** | Architect | BMad Complex, Enterprise | Validate planning/solutioning completeness |
**When to Skip Solutioning:**
- **Level 0-1**: Simple changes don't need architecture → Skip to Phase 4 (Implementation)
- **Level 2**: Optional - use if technically complex, skip if straightforward
- **Quick Flow:** Simple changes don't need architecture → Skip to Phase 4
**When Solutioning is Required:**
- **Level 3-4**: Multi-epic, multi-agent projects → Architecture prevents conflicts
- **BMad Method:** Multi-epic projects need architecture to prevent conflicts
- **Enterprise:** Same as BMad Method, plus optional extended workflows (test architecture, security architecture, devops strategy) added AFTER architecture but BEFORE gate check
---
## Understanding the Solutioning Phase
## Why Solutioning Matters
### Why Solutioning Matters
### The Problem Without Solutioning
**Problem Without Solutioning:**
```
Agent 1 implements Epic 1 using REST API
Agent 2 implements Epic 2 using GraphQL
Result: Inconsistent API design, integration nightmare
```
1. DEV agent implements Epic 1 using REST API
2. DEV agent implements Epic 2 using GraphQL
3. **Conflict**: Inconsistent API design, integration nightmare
### The Solution With Solutioning
**Solution With Solutioning:**
1. **architecture** workflow decides: "Use GraphQL for all APIs"
2. All DEV agents follow architecture decisions
3. **Result**: Consistent implementation, no conflicts
```
architecture workflow decides: "Use GraphQL for all APIs"
All agents follow architecture decisions
Result: Consistent implementation, no conflicts
```
### Solutioning vs Planning
@ -90,221 +127,81 @@ graph TB
| Document | PRD/GDD | Architecture + Tech Spec |
| Level | Business logic | Implementation detail |
### Scale-Adaptive Solutioning
**Level 0-1 (Skip Solutioning):**
- Planning: Quick Spec (tech-spec workflow)
- Solutioning: **None**
- Implementation: dev-story directly
**Level 2 (Optional Solutioning):**
- Planning: Lightweight PRD
- Solutioning: **Optional** architecture
- Implementation: dev-story with or without architecture
**Level 3-4 (Required Solutioning):**
- Planning: Standard/Comprehensive PRD
- Solutioning: **Required** architecture + epic-tech-context
- Gate Check: **Required** solutioning-gate-check
- Implementation: dev-story guided by architecture
---
## architecture
## Workflow Descriptions
### Purpose
### architecture
Collaborative architectural decision facilitation that produces a decision-focused architecture document optimized for preventing agent conflicts. Replaces template-driven architecture with intelligent, adaptive conversation.
**Purpose:** Make technical decisions explicit to prevent agent conflicts. Produces decision-focused architecture document optimized for AI consistency.
**Agent:** Architect
**Phase:** 3 (Solutioning)
**Project Levels:** 2-4
**Required:** Level 3-4, Optional Level 2
### When to Use
**When to Use:**
- Multi-epic projects (Level 3-4)
- Multi-epic projects (BMad Complex, Enterprise)
- Cross-cutting technical concerns
- Multiple agents will implement different parts
- Multiple agents implementing different parts
- Integration complexity exists
- Technology choices need alignment
**When to Skip:**
- Level 0-1 (simple changes)
- Level 2 with straightforward tech stack
- Quick Flow (simple changes)
- BMad Method Simple with straightforward tech stack
- Single epic with clear technical approach
### Adaptive Conversation Approach
**Adaptive Conversation Approach:**
**This is NOT a template filler.** The architecture workflow:
This is NOT a template filler. The architecture workflow:
1. **Discovers** your technical needs through conversation
1. **Discovers** technical needs through conversation
2. **Proposes** architectural options with trade-offs
3. **Documents** decisions that prevent agent conflicts
4. **Focuses** on decision points, not exhaustive documentation
### Process Overview
**Key Outputs:**
**Phase 1: Context Discovery (Steps 1-3)**
**architecture.md** containing:
- Load PRD/GDD for requirements
- Understand project level and complexity
- Identify technical constraints
- Determine existing architecture (if brownfield)
1. **Architecture Overview** - System context, principles, style
2. **System Architecture** - High-level diagram, component interactions, communication patterns
3. **Data Architecture** - Database design, state management, caching, data flow
4. **API Architecture** - API style (REST/GraphQL/gRPC), auth, versioning, error handling
5. **Frontend Architecture** (if applicable) - Framework, state management, component architecture, routing
6. **Integration Architecture** - Third-party integrations, message queuing, event-driven patterns
7. **Security Architecture** - Auth/authorization, data protection, security boundaries
8. **Deployment Architecture** - Deployment model, CI/CD, environment strategy, monitoring
9. **Architecture Decision Records (ADRs)** - Key decisions with context, options, trade-offs, rationale
10. **Epic-Specific Guidance** - Technical notes per epic, implementation priorities, dependencies
11. **Standards and Conventions** - Directory structure, naming conventions, code organization, testing
**Phase 2: Architecture Definition (Steps 4-10)**
- System architecture (monolith, microservices, etc.)
- Data architecture (database, state management)
- API design (REST, GraphQL, gRPC)
- Frontend architecture (if applicable)
- Integration patterns
- Security architecture
- Deployment architecture
**Phase 3: Decision Documentation (Steps 11-13)**
- Architecture Decision Records (ADRs)
- Trade-off analysis
- Technology selections with rationale
- Non-negotiable standards
**Phase 4: Implementation Guidance (Step 14)**
- Epic-specific technical notes
- Directory structure
- Coding standards
- Testing strategy
### Inputs
Required:
- **PRD.md** or **GDD.md** (from Phase 2)
- **epics.md** (epic breakdown)
Optional:
- Existing architecture documentation (brownfield)
- Technical constraints document
- Infrastructure requirements
- Security requirements
### Outputs
**Primary Output:** `architecture-{project-name}-{date}.md`
**Document Structure:**
**1. Architecture Overview**
- System context
- Key principles
- Architectural style
**2. System Architecture**
- High-level system diagram
- Component interactions
- Communication patterns
**3. Data Architecture**
- Database design approach
- State management
- Caching strategy
- Data flow
**4. API Architecture**
- API style (REST/GraphQL/gRPC)
- Authentication/authorization
- Versioning strategy
- Error handling patterns
**5. Frontend Architecture** (if applicable)
- Framework selection
- State management
- Component architecture
- Routing approach
**6. Integration Architecture**
- Third-party integrations
- Message queuing
- Event-driven patterns
- API gateways
**7. Security Architecture**
- Authentication/authorization
- Data protection
- Security boundaries
- Compliance requirements
**8. Deployment Architecture**
- Deployment model
- CI/CD pipeline
- Environment strategy
- Monitoring and observability
**9. Architecture Decision Records (ADRs)**
- Key decisions with context
- Options considered
- Trade-off analysis
- Rationale for choices
**10. Epic-Specific Guidance**
- Technical notes per epic
- Implementation priorities
- Dependency sequencing
**11. Standards and Conventions**
- Directory structure
- Naming conventions
- Code organization
- Testing requirements
### Architecture Decision Records (ADRs)
**Purpose:** Document **why** decisions were made, not just what was decided.
**ADR Template:**
**ADR Format (Brief):**
```markdown
## ADR-001: Use GraphQL for All APIs
**Status:** Accepted
**Date:** 2025-11-02
**Status:** Accepted | **Date:** 2025-11-02
**Context:** PRD requires flexible querying across multiple epics
**Decision:** Use GraphQL for all client-server communication
**Options Considered:**
1. REST API - Familiar, well-understood, but requires multiple endpoints
2. GraphQL - Flexible querying, single endpoint, learning curve
3. gRPC - High performance, but poor browser support
1. REST - Familiar but requires multiple endpoints
2. GraphQL - Flexible querying, learning curve
3. gRPC - High performance, poor browser support
**Rationale:**
- PRD requires flexible data fetching (Epic 1, Epic 3)
- PRD requires flexible data fetching (Epic 1, 3)
- Mobile app needs bandwidth optimization (Epic 2)
- Team has GraphQL experience from previous project
- Allows frontend flexibility without backend changes
- Team has GraphQL experience
**Consequences:**
- Positive: Flexible querying, reduced API versioning
- Positive: Flexible querying, reduced versioning
- Negative: Caching complexity, N+1 query risk
- Mitigation: Use DataLoader for batching
@ -312,93 +209,40 @@ Optional:
- Epic 1: User Management → GraphQL mutations
- Epic 2: Mobile App → Optimized queries
- Epic 3: Admin Dashboard → Complex nested queries
```
### Example: Level 3 Architecture for E-Commerce Platform
**Example:** E-commerce platform → Monolith + PostgreSQL + Redis + Next.js + GraphQL, with ADRs explaining each choice and epic-specific guidance.
**System Architecture:**
- Monolith (early stage, < 50K users)
- PostgreSQL database
- Redis for caching and sessions
- Next.js for frontend
- Deployed on Vercel + Railway
**Key ADRs:**
1. **ADR-001**: Use Next.js (vs React + Express)
- Rationale: SEO critical, SSR needed, unified codebase
2. **ADR-002**: Use GraphQL (vs REST)
- Rationale: Flexible querying for dashboard, mobile optimization
3. **ADR-003**: Use Stripe (vs PayPal + Stripe)
- Rationale: Simpler integration, lower fees, better UX
**Epic Guidance:**
- **Epic 1 (Auth)**: NextAuth.js with PostgreSQL adapter
- **Epic 2 (Products)**: GraphQL with DataLoader for categories
- **Epic 3 (Cart)**: Redis for session-based cart (no DB writes)
- **Epic 4 (Checkout)**: Stripe webhooks for payment confirmation
**Standards:**
```
Directory Structure:
/pages - Next.js routes
/components - Reusable UI components
/lib - Business logic
/graphql - GraphQL schema and resolvers
/db - Prisma models and migrations
/services - Third-party integrations
/tests - Test files mirror /lib
```
### Related Workflows
- **prd/gdd** (Phase 2) - Requirements input
- **solutioning-gate-check** (Phase 3) - Validate completeness
- **tech-spec** (Phase 3) - Epic-level specifications (optional)
- **sprint-planning** (Phase 4) - Implementation tracking
**Integration:** Feeds into Phase 4 (Implementation). All dev agents reference architecture during implementation.
---
## solutioning-gate-check
### solutioning-gate-check
### Purpose
**Purpose:** Systematically validate that planning and solutioning are complete and aligned before Phase 4 implementation. Ensures PRD, architecture, and stories are cohesive with no gaps.
Systematically validate that all planning and solutioning phases are complete and properly aligned before transitioning to Phase 4 implementation. Ensures PRD, architecture, and stories are cohesive with no gaps or contradictions.
**Agent:** Architect
**Agent:** SM (Scrum Master)
**Phase:** 3 (Solutioning)
**Project Levels:** 3-4
**Required:** Level 3-4 only
### When to Use
**Always run before starting Phase 4** for Level 3-4 projects.
**Trigger Points:**
**When to Use:**
- **Always** before Phase 4 for BMad Complex and Enterprise projects
- After architecture workflow completes
- Before sprint-planning workflow
- When stakeholders request readiness check
- Before kicking off implementation
**Skip if:**
**When to Skip:**
- Level 0-2 (no solutioning phase)
- Exploratory prototype (no formal planning)
- Quick Flow (no solutioning)
- BMad Simple (no gate check required)
### Purpose of Gate Check
**Purpose of Gate Check:**
**Prevents Common Issues:**
**Prevents:**
- ❌ Architecture doesn't address all epics
- ❌ Stories conflict with architecture decisions
- ❌ Requirements ambiguous or contradictory
- ❌ Missing critical dependencies
- ❌ Unclear success criteria
**Ensures:**
@ -406,268 +250,150 @@ Systematically validate that all planning and solutioning phases are complete an
- ✅ All epics have clear technical approach
- ✅ No contradictions or gaps
- ✅ Team ready to implement
- ✅ Stakeholders aligned
### Process Overview
**Phase 1: Document Loading (Step 1)**
- Load PRD/GDD
- Load architecture document
- Load epic files
- Load story files (if created)
**Phase 2: Completeness Check (Steps 2-4)**
- **PRD Completeness**: All required sections present
- **Architecture Completeness**: All technical areas addressed
- **Epic Completeness**: All epics from PRD have stories
**Phase 3: Alignment Check (Steps 5-7)**
- **PRD ↔ Architecture**: Architecture addresses all requirements
- **Architecture ↔ Epics**: Epics align with architecture decisions
- **Cross-Epic**: No contradictions between epics
**Phase 4: Quality Check (Steps 8-10)**
- **Acceptance Criteria**: All stories have clear AC
- **Dependencies**: Dependencies identified and sequenced
- **Risks**: High-risk items have mitigation plans
**Phase 5: Reporting (Step 11)**
- Generate gate check report
- List gaps and blockers
- Provide recommendations
- Issue PASS/CONCERNS/FAIL decision
### Gate Check Criteria
**Check Criteria:**
**PRD/GDD Completeness:**
- [ ] Problem statement clear and evidence-based
- [ ] Success metrics defined
- [ ] User personas identified
- [ ] Feature requirements complete
- [ ] All epics defined with objectives
- [ ] Non-functional requirements (NFRs) specified
- [ ] Risks and assumptions documented
- Problem statement clear and evidence-based
- Success metrics defined
- User personas identified
- Feature requirements complete
- All epics defined with objectives
- Non-functional requirements (NFRs) specified
- Risks and assumptions documented
**Architecture Completeness:**
- [ ] System architecture defined
- [ ] Data architecture specified
- [ ] API architecture decided
- [ ] Key ADRs documented
- [ ] Security architecture addressed
- [ ] Epic-specific guidance provided
- [ ] Standards and conventions defined
- System architecture defined
- Data architecture specified
- API architecture decided
- Key ADRs documented
- Security architecture addressed
- Epic-specific guidance provided
- Standards and conventions defined
**Epic/Story Completeness:**
- [ ] All PRD features mapped to stories
- [ ] Stories have acceptance criteria
- [ ] Stories prioritized (P0/P1/P2/P3)
- [ ] Dependencies identified
- [ ] Story sequencing logical
- All PRD features mapped to stories
- Stories have acceptance criteria
- Stories prioritized (P0/P1/P2/P3)
- Dependencies identified
- Story sequencing logical
**Alignment Checks:**
- [ ] Architecture addresses all PRD requirements
- [ ] Stories align with architecture decisions
- [ ] No contradictions between epics
- [ ] NFRs have technical approach
- [ ] Integration points clear
- Architecture addresses all PRD requirements
- Stories align with architecture decisions
- No contradictions between epics
- NFRs have technical approach
- Integration points clear
**Quality Checks:**
**Gate Decision Logic:**
- [ ] Acceptance criteria testable
- [ ] Stories appropriately sized (<5 days)
- [ ] High-risk items have mitigation
- [ ] Success metrics measurable
**✅ PASS**
### Gate Decision Logic
**PASS** ✅
- All critical criteria met (PRD, Architecture, Epic completeness)
- All critical criteria met
- Minor gaps acceptable with documented plan
- **Action**: Proceed to Phase 4 (Implementation)
- **Action:** Proceed to Phase 4
**CONCERNS** ⚠️
**⚠️ CONCERNS**
- Some criteria not met but not blockers
- Gaps identified with clear resolution path
- Risks documented with mitigation
- **Action**: Proceed with caution, address gaps in parallel
- **Action:** Proceed with caution, address gaps in parallel
**FAIL**
**FAIL**
- Critical gaps or contradictions
- Architecture missing key decisions
- Stories conflict with PRD/architecture
- **Action**: BLOCK Phase 4, resolve issues first
- **Action:** BLOCK Phase 4, resolve issues first
### Inputs
**Key Outputs:**
Required:
- PRD.md or GDD.md
- architecture.md
- epics.md
- Epic files (epic-1-_.md, epic-2-_.md, etc.)
Optional:
- Story files (if already created)
- Tech spec documents
### Outputs
**Primary Output:** `solutioning-gate-check-{date}.md`
**Document Structure:**
**solutioning-gate-check.md** containing:
1. Executive Summary (PASS/CONCERNS/FAIL)
2. Completeness Assessment
- PRD/GDD Score
- Architecture Score
- Epic/Story Score
3. Alignment Assessment
- PRD ↔ Architecture alignment
- Architecture ↔ Epic alignment
- Cross-epic consistency
4. Quality Assessment
- Story quality
- Dependency clarity
- Risk mitigation
5. Gaps and Recommendations
- Critical gaps (blockers)
- Minor gaps (address in parallel)
- Recommendations for remediation
6. Gate Decision (PASS/CONCERNS/FAIL)
2. Completeness Assessment (scores for PRD, Architecture, Epics)
3. Alignment Assessment (PRD↔Architecture, Architecture↔Epics, cross-epic consistency)
4. Quality Assessment (story quality, dependencies, risks)
5. Gaps and Recommendations (critical/minor gaps, remediation)
6. Gate Decision with rationale
7. Next Steps
### Example: Gate Check for E-Commerce Platform
**Result:** CONCERNS ⚠️
**Completeness:**
- ✅ PRD complete (18/18 criteria)
- ⚠️ Architecture missing security section (15/18 criteria)
- ✅ Epics complete (24/24 criteria)
**Alignment:**
- ✅ PRD ↔ Architecture aligned
- ⚠️ Epic 4 (Checkout) has payment gateway undefined in architecture
- ✅ No cross-epic contradictions
**Quality:**
- ✅ Stories have acceptance criteria
- ⚠️ Epic 2, Story 3 is too large (10 day estimate)
- ✅ Dependencies identified
**Gaps Identified:**
1. **Critical**: Architecture missing security architecture section
- **Impact**: Epic 1 (Auth) and Epic 4 (Checkout) lack security guidance
- **Recommendation**: Complete security architecture
2. **High**: Payment gateway not selected
- **Impact**: Epic 4 (Checkout) cannot proceed
- **Recommendation**: Add ADR for payment gateway selection
3. **Medium**: Epic 2, Story 3 too large
- **Impact**: Risk of story scope creep
- **Recommendation**: Split into 2 stories
**Gate Decision:** CONCERNS ⚠️
- **Rationale**: Critical and high gaps block Epic 1 and Epic 4
- **Action**: Resolve gaps #1 and #2 before starting implementation
**Next Steps:**
1. Complete security architecture section
2. Document payment gateway ADR
3. Split Epic 2, Story 3
4. Re-run solutioning-gate-check
5. If PASS → Proceed to sprint-planning
### Related Workflows
- **architecture** (Phase 3) - Must complete before gate check
- **prd/gdd** (Phase 2) - Input to gate check
- **sprint-planning** (Phase 4) - Runs after PASS decision
**Example:** E-commerce platform → CONCERNS ⚠️ due to missing security architecture and undefined payment gateway. Recommendation: Complete security section and add payment gateway ADR before proceeding.
---
## Integration with Phase 2 (Planning) and Phase 4 (Implementation)
## Integration with Planning and Implementation
### Planning → Solutioning Flow
**Level 0-1:**
**Quick Flow:**
```
Planning (tech-spec Quick Spec)
Planning (tech-spec by PM)
→ Skip Solutioning
→ Implementation (dev-story)
→ Phase 4 (Implementation)
```
**Level 2:**
**BMad Method:**
```
Planning (prd Lightweight)
→ Optional: architecture (if complex)
→ Implementation (sprint-planning → dev-story)
Planning (prd by PM)
→ architecture (Architect)
→ solutioning-gate-check (Architect)
→ Phase 4 (Implementation)
```
**Level 3-4:**
**Enterprise:**
```
Planning (prd Standard/Comprehensive)
→ architecture (Required)
→ solutioning-gate-check (Required)
→ Implementation (sprint-planning → dev-story)
Planning (prd by PM - same as BMad Method)
→ architecture (Architect)
→ Optional: test-architecture (TEA, future)
→ Optional: security-architecture (Architect)
→ Optional: devops-strategy (Architect)
→ solutioning-gate-check (Architect)
→ Phase 4 (Implementation)
```
**Note:** Enterprise uses the same planning and architecture as BMad Method. The only difference is optional extended workflows added AFTER architecture but BEFORE gate check.
### Solutioning → Implementation Handoff
**Documents Produced:**
1. `architecture.md` → Guides all dev-story workflows
2. `ADRs` (in architecture) → Referenced by agents during implementation
3. `solutioning-gate-check.md` → Confirms readiness
1. **architecture.md** → Guides all dev agents during implementation
2. **ADRs** (in architecture) → Referenced by agents for technical decisions
3. **solutioning-gate-check.md** → Confirms readiness for Phase 4
**How Implementation Uses Solutioning:**
- **sprint-planning**: Loads architecture for epic sequencing
- **dev-story**: References architecture decisions and ADRs
- **code-review**: Validates code follows architectural standards
- **sprint-planning** - Loads architecture for epic sequencing
- **dev-story** - References architecture decisions and ADRs
- **code-review** - Validates code follows architectural standards
---
## Best Practices for Phase 3
## Best Practices
### 1. Make Decisions Explicit
Don't leave technology choices implicit. Document decisions with rationale so future agents understand context.
Don't leave technology choices implicit. Document decisions with rationale in ADRs so agents understand context.
### 2. Focus on Agent Conflicts
Architecture's primary job is preventing conflicting implementations by different agents. Focus on cross-cutting concerns.
Architecture's primary job is preventing conflicting implementations. Focus on cross-cutting concerns.
### 3. Use ADRs for Key Decisions
Every significant technology choice should have an ADR explaining the "why", not just the "what".
Every significant technology choice should have an ADR explaining "why", not just "what".
### 4. Keep It Practical
Don't over-architect Level 2 projects. Simple projects need simple architecture.
Don't over-architect simple projects. BMad Simple projects need simple architecture.
### 5. Run Gate Check Before Implementation
@ -679,78 +405,96 @@ Architecture documents are living. Update them as you learn during implementatio
---
## Decision Guide
### Quick Flow
- **Planning:** tech-spec (PM)
- **Solutioning:** Skip entirely
- **Implementation:** sprint-planning → dev-story
### BMad Method
- **Planning:** prd (PM)
- **Solutioning:** architecture (Architect) → solutioning-gate-check (Architect)
- **Implementation:** sprint-planning → epic-tech-context → dev-story
### Enterprise
- **Planning:** prd (PM) - same as BMad Method
- **Solutioning:** architecture (Architect) → Optional extended workflows (test-architecture, security-architecture, devops-strategy) → solutioning-gate-check (Architect)
- **Implementation:** sprint-planning → epic-tech-context → dev-story
**Key Difference:** Enterprise adds optional extended workflows AFTER architecture but BEFORE gate check. Everything else is identical to BMad Method.
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## Common Anti-Patterns
### ❌ Skipping Architecture for Level 3-4
### ❌ Skipping Architecture for Complex Projects
"Architecture slows us down, let's just start coding."
**Result**: Agent conflicts, inconsistent design, rework
**Result:** Agent conflicts, inconsistent design, massive rework
### ❌ Over-Architecting Level 2
### ❌ Over-Engineering Simple Projects
"Let me design this simple feature like a distributed system."
**Result**: Wasted time, over-engineering
**Result:** Wasted time, over-engineering, analysis paralysis
### ❌ Template-Driven Architecture
"Fill out every section of this architecture template."
**Result**: Documentation theater, no real decisions made
**Result:** Documentation theater, no real decisions made
### ❌ Skipping Gate Check
"PRD and architecture look good enough, let's start."
**Result**: Gaps discovered mid-sprint, wasted implementation time
**Result:** Gaps discovered mid-sprint, wasted implementation time
### ✅ Correct Approach
- Use architecture for Level 3-4 (required)
- Keep Level 2 architecture simple (if used)
- Use architecture for BMad Method and Enterprise (both required)
- Focus on decisions, not documentation volume
- Enterprise: Add optional extended workflows (test/security/devops) after architecture
- Always run gate check before implementation
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## Decision Guide: When to Use Solutioning Workflows
## Related Documentation
### Level 0-1 Projects
- **Planning**: tech-spec (Quick Spec)
- **Solutioning**: **Skip entirely**
- **Implementation**: dev-story directly
### Level 2 Projects (Simple)
- **Planning**: prd (Lightweight)
- **Solutioning**: **Skip** if straightforward tech
- **Implementation**: sprint-planning → dev-story
### Level 2 Projects (Technically Complex)
- **Planning**: prd (Lightweight)
- **Solutioning**: architecture (simplified)
- **Gate Check**: Optional
- **Implementation**: sprint-planning → dev-story
### Level 3-4 Projects
- **Planning**: prd/gdd (Standard/Comprehensive)
- **Solutioning**: architecture (comprehensive) → **Required**
- **Gate Check**: solutioning-gate-check → **Required**
- **Implementation**: sprint-planning → epic-tech-context → dev-story
- [Phase 2: Planning Workflows](./workflows-planning.md) - Previous phase
- [Phase 4: Implementation Workflows](./workflows-implementation.md) - Next phase
- [Scale Adaptive System](./scale-adaptive-system.md) - Understanding tracks
- [Agents Guide](./agents-guide.md) - Complete agent reference
---
## Summary
## Troubleshooting
Phase 3 Solutioning workflows bridge planning and implementation:
**Q: Do I always need architecture?**
A: No. Quick Flow skips it. BMad Method and Enterprise both require it.
| Workflow | Purpose | When Required |
| -------------------------- | ------------------------------------- | ---------------------------------------- |
| **architecture** | Make technical decisions explicit | Level 3-4 (required), Level 2 (optional) |
| **solutioning-gate-check** | Validate readiness for implementation | Level 3-4 only |
**Q: How do I know if I need architecture?**
A: If you chose BMad Method or Enterprise track in planning (workflow-init), you need architecture to prevent agent conflicts.
**Key Takeaway:** Solutioning prevents agent conflicts in multi-epic projects by documenting architectural decisions before implementation begins.
**Q: What's the difference between architecture and tech-spec?**
A: Tech-spec is implementation-focused for simple changes. Architecture is system design for complex multi-epic projects.
**Next Phase:** Implementation (Phase 4) - Sprint-based story development
**Q: Can I skip gate check?**
A: Only for Quick Flow. BMad Method and Enterprise both require gate check before Phase 4.
See: [workflows-implementation.md](./workflows-implementation.md)
**Q: What if gate check fails?**
A: Resolve the identified gaps (missing architecture sections, conflicting requirements) and re-run gate check.
**Q: How long should architecture take?**
A: BMad Method: 1-2 days for architecture. Enterprise: 2-3 days total (1-2 days architecture + 0.5-1 day optional extended workflows). If taking longer, you may be over-documenting.
**Q: Do ADRs need to be perfect?**
A: No. ADRs capture key decisions with rationale. They should be concise (1 page max per ADR).
**Q: Can I update architecture during implementation?**
A: Yes! Architecture is living. Update it as you learn. Use `correct-course` workflow for significant changes.
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_Phase 3 Solutioning - Technical decisions before implementation._