Wds 0 Alignment Signoff

Follow the instructions in ./workflow.md.

Phase 1: Start & Understand

Goal: Understand the user's situation and determine if alignment & signoff is needed.

Your Role: Clarify who the user is, what they need, and whether they need stakeholder alignment or can proceed directly to the Project Brief.

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Steps

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INITIALIZATION

Load and execute 01-understand-situation.md to begin.

Phase 2: Explore Sections

Goal: Work through the 10 sections of the alignment document through guided conversation.

Your Role: Facilitate exploration of each section using proven frameworks. Help the user articulate their vision clearly and concisely.

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Steps

Flexible order: Sections can be explored in any order based on the user's natural thinking flow.

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SECTION EXPLORATION GUIDE

Framework Inspiration: This guide draws from proven frameworks:

• Customer-Problem-Solution (CPS) — Clear structure
• Value Proposition Canvas — Understanding customer needs
• Problem-Agitate-Solve (PAS) — Natural flow
• Business Case Framework — Investment and consequences

1. The Realization

Framework: Problem-Agitate-Solve (PAS) — Start here

Questions to explore:

• "What have you realized needs attention?"
• "What observation have you made?"
• "What challenge are you seeing?"
• "What evidence do you have that this is real?"

Best Practice: Confirm the Realization with Evidence

Help them identify evidence:

Soft Evidence (qualitative indicators):

• "Do you have testimonials or complaints about this?"
• "What have stakeholders told you?"
• "What patterns have you observed?"
• "What do user interviews reveal?"

Hard Evidence (quantitative data):

• "Do you have statistics or metrics?"
• "What do analytics show?"
• "Have you run surveys or tests?"
• "What do server logs or error reports indicate?"

Help them combine both types for maximum credibility:

• Start with soft evidence (testimonials, complaints, observations)
• Support with hard evidence (statistics, analytics, survey results)
• Show the realization is grounded in reality

Keep it brief — 2-3 sentences for the realization, plus 1-2 sentences of evidence

Help them articulate: Clear realization backed by evidence that frames a reality worth addressing

2. Why It Matters

Framework: Value Proposition Canvas + Impact

Questions to explore:

• "Why does this matter?"
• "Who are we helping?"
• "What are they trying to accomplish?" (Jobs)
• "What are their pain points?" (Pains)
• "What would make their life better?" (Gains)
• "How does this affect them?"
• "What impact will this have?"
• "Are there different groups we're helping?"

Keep it brief — Why it matters and who we help

Help them think: Focus on the value we're adding to specific people and why that matters

3. How We See It Working

Questions to explore:

• "How do you envision this working?"
• "What's the general approach?"
• "Walk me through how you see it addressing the realization"

Keep it brief — High-level overview, not detailed specifications

Flexible language — Works for software, processes, services, products, strategies

4. Paths We Explored

Questions to explore:

• "What other ways could we approach this?"
• "Are there alternative paths?"
• "What options have you considered?"

Keep it brief — 2-3 paths explored briefly

If user only has one path: That's fine — acknowledge it and move on

5. Recommended Solution

Questions to explore:

• "Which approach do you prefer?"
• "Why this one over the others?"
• "What makes this the right solution?"

Keep it brief — Preferred approach and key reasons

6. The Path Forward

Purpose: Explain how the work will be done practically — which WDS phases will be used and the workflow approach.

Questions to explore:

• "How do you envision the work being done?"
• "Which WDS phases do you think we'll need?"
• "What's the practical workflow you're thinking?"
• "Will we need user research, or do you already know your users?"
• "Do you need technical architecture planning, or is that already defined?"
• "What level of design detail do you need?"
• "How will this be handed off for implementation?"

Keep it brief — High-level plan of the work approach

Help them think:

• Which WDS phases apply (Trigger Mapping, Platform Requirements, UX Design, Design System, etc.)
• Practical workflow (research → design → handoff, or skip research, etc.)
• Level of detail needed
• Handoff approach

Example responses:

• "We'll start with Product Brief, then do UX Design for 3 scenarios, skip Trigger Mapping since we know our users, and create a handoff package for developers"
• "Need full WDS workflow: Brief → User Research → Architecture → Design → Handoff"
• "Just need design specs — skip research and architecture, go straight to UX Design"

7. The Value We'll Create

Framework: Business Case Framework — What's the return?

Questions to explore:

• "What's our ambition? What are we striving to accomplish?"
• "What happens if we DO build this?"
• "What benefits would we see?"
• "What outcomes are we expecting?"
• "How will we measure success?"
• "What metrics will tell us we're succeeding?"
• "What's the value we'd create?"

Best Practice: Frame as Positive Assumption with Success Metrics

Help them articulate:

• Our Ambition: What we're confidently striving to accomplish (enthusiastic, positive)
• Success Metrics: How we'll measure success (specific, measurable)
• What Success Looks Like: Clear outcomes (tangible results)
• Monitoring Approach: How we'll track these metrics (brief)

Keep it brief — Key benefits, outcomes, and success metrics

Help them think: Positive assumption ("We're confident this will work") + clear success metrics ("Here's how we'll measure it") = enthusiastic and scientific

8. Cost of Inaction

Framework: Problem-Agitate-Solve (PAS) — Agitate the problem / Business Case Framework

Questions to explore:

• "What happens if we DON'T build this?"
• "What are the risks of not acting?"
• "What opportunities would we miss?"
• "What's the cost of doing nothing?"
• "What gets worse if we don't act?"
• "What do we lose by waiting?"

Keep it brief — Key consequences of not building

Can include:

• Financial cost (lost revenue, increased costs)
• Opportunity cost (missed opportunities)
• Competitive risk (competitors gaining advantage)
• Operational impact (inefficiency, problems getting worse)

Help them think: Make the case for why we can't afford NOT to do this

9. Our Commitment

Framework: Business Case Framework — What are we committing to?

Questions to explore:

• "What resources are we committing?"
• "What's the time commitment?"
• "What budget or team are we committing?"
• "What dependencies exist?"
• "What potential risks or drawbacks should we consider?"
• "What challenges might we face?"

Keep it brief — High-level commitment and potential risks

Don't force precision — Rough estimates are fine at this stage

Help them think: Time, money, people, technology — what are we committing to make this happen? What risks or challenges should we acknowledge?

10. Summary

Questions to explore:

• "What are the key points?"
• "What should stakeholders remember?"
• "What's the main takeaway?"

Keep it brief — Summary of key points (let readers draw their own conclusion)

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INITIALIZATION

Start with step-02a-explore-realization.md (in steps-c/) or whichever section the user wants to explore first.

Phase 3: Synthesize & Present

Goal: Synthesize the section explorations into a complete alignment document, optionally create strategic context, and present for stakeholder approval.

Your Role: Reflect back what was captured, compile the alignment document, and guide the user through the approval process.

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Steps

Key principle: The alignment phase is collaborative and iterative. Refine until everyone is on board.

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INITIALIZATION

Load and execute 01-reflect-back.md to begin synthesis.

Phase 4: Generate Signoff

Goal: After alignment document is accepted, offer to create a signoff document to formalize the commitment.

Your Role: Determine which type of signoff document is needed and route to the appropriate builder.

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Steps

Routes to:

• External contract → ../05-build-contract/workflow.md
• Internal signoff → ../06-build-signoff-internal/workflow.md
• Skip signoff → Proceed to Project Brief

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INITIALIZATION

Load and execute 01-offer-signoff-document.md to begin.

Phase 5: Build External Contract

Goal: Build a complete project contract or service agreement by working through each section with the user.

Your Role: Guide the user through each contract section, explaining why it matters and capturing their decisions.

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Steps

Template: ../../wds-1-project-brief/templates/contract.template.md or service-agreement.template.md

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INITIALIZATION

Load and execute 01-build-section-01-project-overview.md to begin building the contract.

Phase 6: Build Internal Signoff

Goal: Build an internal signoff document for projects that don't need an external contract.

Your Role: Guide the user through creating a signoff document that captures goals, budget, ownership, and approval.

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Steps

Template: ../../wds-1-project-brief/templates/signoff.template.md

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INITIALIZATION

Load and execute 01-build-internal-signoff.md to begin.

Step 1: Understand Situation

STEP GOAL:

Clarify the user's situation so you can guide them through the correct alignment path efficiently.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on understanding the user's situation and role
• 🚫 FORBIDDEN to skip situation assessment or assume the user's role
• 💬 Approach: Ask clarifying questions, listen carefully
• 📋 Do not proceed to next step until the user's situation is clearly understood

EXECUTION PROTOCOLS:

• 🎯 Determine the user's role and relationship to the project
• 💾 Note the user's situation for routing in the next step
• 📖 Reference the alignment workflow purpose from workflow.md
• 🚫 Do not start building any alignment content yet

CONTEXT BOUNDARIES:

• Available context: Workflow initialization, config loaded
• Focus: Understanding who the user is and what they need
• Limits: Do not explore alignment sections or build documents yet
• Dependencies: Config must be loaded from workflow initialization

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Ask the User to Clarify Their Situation

Ask the user to clarify their situation:

"I'd like to understand your situation first. This will help me guide you efficiently.

Are you:

• A consultant proposing a solution to a client?
• A business owner hiring consultants/suppliers to build software?
• A manager or employee seeking approval for an internal project?
• Or doing this yourself and don't need stakeholder alignment?

Let's get clear on what you need so we can move forward."

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-01b-determine-if-needed"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user's situation is clearly understood will you then load and read fully {nextStepFile} to execute and begin the next step.

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🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• User's situation and role are clearly identified
• User feels heard and understood before moving forward

❌ SYSTEM FAILURE:

• Skipping situation assessment and assuming the user's role
• Proceeding without user input
• Generating alignment content prematurely

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 2: Determine If Alignment & Signoff Is Needed

STEP GOAL:

Determine if the user needs the alignment & signoff workflow or can proceed directly to Project Brief.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on routing the user to the correct path based on their situation
• 🚫 FORBIDDEN to force users into alignment workflow if they have full autonomy
• 💬 Approach: Present clear options based on the user's stated situation
• 📋 Respect the user's autonomy and decision

EXECUTION PROTOCOLS:

• 🎯 Route user to alignment workflow or Project Brief based on their situation
• 💾 Document the routing decision
• 📖 Use the situation context from the previous step
• 🚫 Do not begin alignment content creation yet

CONTEXT BOUNDARIES:

• Available context: User's situation from step-01a
• Focus: Routing decision - alignment needed or not
• Limits: Do not explore alignment sections yet
• Dependencies: step-01a must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Determine the Path Based on User's Situation

Based on the user's situation, determine the path:

If they need alignment & signoff (consultant, business owner, manager/employee):

"Good. We're going to work together to create an alignment document that presents your idea clearly and gets stakeholders aligned.

This alignment document will help you get alignment on your idea, why it matters, what it contains, how it will be executed, the budget needed, and the commitment required. We can iterate until everyone is on board. Once they accept it, we'll create a signoff document to secure the commitment, then proceed to the full Project Brief.

You can start anywhere - with something you've realized needs attention, or with a solution you have in mind. I'll guide us through the important questions in whatever order makes sense for your thinking."

If they're doing it themselves (don't need alignment & signoff):

"That's great! If you have full autonomy and don't need stakeholder alignment, you can skip alignment & signoff and go straight to the Project Brief workflow. Would you like me to help you start the Project Brief instead?"

2. Handle Decision Point

If they need alignment & signoff: Continue to next step (offer extract).

If they're doing it themselves: Route to Project Brief workflow.

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-01c-offer-extract"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the routing decision is confirmed will you then load and read fully {nextStepFile} to execute and begin the next step.

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🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• User is correctly routed based on their stated situation
• Users who don't need alignment are directed to Project Brief
• Users who need alignment understand the process ahead

❌ SYSTEM FAILURE:

• Forcing alignment workflow on users with full autonomy
• Skipping the routing decision
• Proceeding without confirming the user's path

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 3: Offer to Extract Information from Communications

STEP GOAL:

Offer the user the optional opportunity to provide existing communications or documents from which key information can be extracted to inform the alignment document.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on offering the extraction option and capturing user decision
• 🚫 FORBIDDEN to force users to provide documents - this is optional
• 💬 Approach: Present the option clearly, respect skip decisions
• 📋 If user provides documents, route to extract step; if not, skip to detect starting point

EXECUTION PROTOCOLS:

• 🎯 Present the extraction offer clearly
• 💾 Note whether user has communications to share
• 📖 This is an optional enhancement step
• 🚫 Do not pressure user to provide documents

CONTEXT BOUNDARIES:

• Available context: User's situation and routing from steps 01a-01b
• Focus: Offering document extraction as an optional enhancement
• Limits: Do not begin extraction until user provides documents
• Dependencies: step-01b must be completed with alignment path confirmed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Ask If They Have Relevant Communications or Documents

Ask if they have relevant communications or documents:

"Do you have any email threads, chat conversations, documents, or other materials from clients or stakeholders about this project?

If you do, I can extract key information from them - things like:

• Realizations or observations they've mentioned
• Requirements they've discussed
• Concerns or questions they've raised
• Context about the project
• Existing documentation or specifications

This can help us create a more informed alignment document. You can paste the content here, share the communications, or upload documents, and I'll extract the relevant information."

2. Handle Decision Point

If user provides communications/documents: Continue to step-01d-extract-info.md

If user doesn't have any or skips: Skip to step-01e-detect-starting-point.md

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-01d-extract-info (if documents provided) or step-01e-detect-starting-point (if skipping)"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile} (or step-01e if skipping extraction)
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has decided whether to provide documents or skip will you then load and read fully {nextStepFile} to execute and begin the next step.

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🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• User is offered the extraction option clearly
• User's decision (provide or skip) is respected
• Correct routing based on user's choice

❌ SYSTEM FAILURE:

• Pressuring user to provide documents
• Skipping the offer entirely
• Proceeding without user input on their choice

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 4: Extract Information from Communications

STEP GOAL:

Extract key information from the user's provided communications and documents to inform the alignment document sections.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on extracting relevant information from provided materials
• 🚫 FORBIDDEN to copy entire communications verbatim or include personal/irrelevant details
• 💬 Approach: Extract, summarize, and confirm with user
• 📋 Map extracted info to alignment document sections

EXECUTION PROTOCOLS:

• 🎯 Extract relevant information and map to alignment sections
• 💾 Store extracted information for use in exploration steps
• 📖 Use the extraction guidelines below
• 🚫 Do not include sensitive, outdated, or irrelevant information

CONTEXT BOUNDARIES:

• Available context: User's provided communications/documents
• Focus: Extracting actionable information for the alignment document
• Limits: Only extract what's relevant to the alignment document sections
• Dependencies: User must have provided communications/documents in step-01c

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Extract Relevant Information from Communications/Documents

Extract relevant information from the communications/documents:

What to extract:

• Realizations mentioned - What have stakeholders realized or observed?
• Requirements discussed - What do they need or want?
• Concerns raised - What questions or concerns have they expressed?
• Context - Background information about the project
• Timeline or urgency - Any deadlines or time-sensitive information
• Budget or constraints - Financial or resource limitations mentioned

2. Map Extracted Information to Alignment Sections

Use extracted information:

• Inform The Realization section (what realizations or observations are mentioned)
• Inform Why It Matters (who is experiencing issues and why it matters)
• Inform Our Commitment (any budget/resource discussions)
• Inform Cost of Inaction (any urgency or consequences mentioned)
• Add context throughout the alignment document

3. Apply Extraction Guardrails

Don't:

• Copy entire communications or documents verbatim
• Include personal or irrelevant details
• Overwhelm with too much detail
• Use information that's clearly outdated
• Include sensitive information that shouldn't be in the alignment document

4. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-01e-detect-starting-point"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN information has been extracted and confirmed with the user will you then load and read fully {nextStepFile} to execute and begin the next step.

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🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Relevant information is extracted and mapped to alignment sections
• Extracted info is concise and actionable
• User confirms the extraction is accurate

❌ SYSTEM FAILURE:

• Copying communications verbatim
• Including sensitive or irrelevant details
• Skipping extraction and moving on without processing documents
• Not confirming extracted information with user

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 5: Detect Starting Point

STEP GOAL:

Determine where the user wants to start exploring alignment document sections - with a realization or with a solution idea.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on detecting the user's natural starting point
• 🚫 FORBIDDEN to force a specific starting section on the user
• 💬 Approach: Follow the user's lead, route accordingly
• 📋 The exploration order is flexible - start where they want

EXECUTION PROTOCOLS:

• 🎯 Identify whether the user starts with a realization, a solution, or something else
• 💾 Note the starting point for routing
• 📖 Reference exploration sections from workflow.md
• 🚫 Do not force a linear section order

CONTEXT BOUNDARIES:

• Available context: User's situation, any extracted info from communications
• Focus: Detecting natural starting point for section exploration
• Limits: Do not begin exploring sections yet - just detect starting point
• Dependencies: Steps 01a-01d (or 01c if extraction was skipped) must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Ask Where They Would Like to Start

Ask where they'd like to start:

"Where would you like to start? Have you realized something that needs attention, or do you have a solution in mind?"

2. Handle Decision Point

If user starts with realization:

• Explore the realization first
• Then naturally move to "why it matters" and "who we help"
• Then explore solutions
• Route to step-02a-explore-realization.md

If user starts with solution:

• Capture the solution idea
• Then explore "what realization does this address?"
• Then explore "why it matters" and "who we help"
• Then explore other possible approaches
• Route to step-02b-explore-solution.md

If user starts elsewhere:

• Follow their lead
• Guide them through remaining sections naturally
• Route to appropriate section exploration step

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02a-explore-realization (or step-02b-explore-solution based on user choice)"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile} (or step-02b if starting with solution)
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user's starting point is identified will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• User's natural starting point is identified
• User is routed to the correct exploration step
• User feels their preferred approach is respected

❌ SYSTEM FAILURE:

• Forcing a specific starting section
• Skipping the detection and jumping to a section
• Not respecting the user's preferred starting point

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 6: Explore The Realization

STEP GOAL:

Help the user articulate what they've realized needs attention and support it with both soft and hard evidence.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on exploring The Realization section
• 🚫 FORBIDDEN to write the realization for the user - help them articulate it
• 💬 Approach: Ask probing questions, help identify evidence
• 📋 Keep it brief - 2-3 sentences for the realization, plus 1-2 sentences of evidence

EXECUTION PROTOCOLS:

• 🎯 Help user articulate their realization with supporting evidence
• 💾 Capture the realization for the alignment document
• 📖 Reference {sectionRoutingFile} (Section 1: The Realization)
• 🚫 Do not move past this section until the realization is captured

CONTEXT BOUNDARIES:

• Available context: User's situation, any extracted info, starting point choice
• Focus: The Realization section of the alignment document
• Limits: Do not explore other sections yet
• Dependencies: step-01e must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Explore the Realization

Explore the realization section with the user.

Reference: {sectionRoutingFile} (Section 1: The Realization)

Questions to explore:

• "What have you realized needs attention?"
• "What observation have you made?"
• "What challenge are you seeing?"
• "What evidence do you have that this is real?"

2. Confirm the Realization with Evidence

Help them identify evidence:

Soft Evidence (qualitative indicators):

• "Do you have testimonials or complaints about this?"
• "What have stakeholders told you?"
• "What patterns have you observed?"
• "What do user interviews reveal?"

Hard Evidence (quantitative data):

• "Do you have statistics or metrics?"
• "What do analytics show?"
• "Have you run surveys or tests?"
• "What do server logs or error reports indicate?"

Help them combine both types for maximum credibility.

Keep it brief - 2-3 sentences for the realization, plus 1-2 sentences of evidence

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02b-explore-solution"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the realization is articulated with evidence will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• User has articulated a clear realization
• Evidence (soft and/or hard) supports the realization
• Realization is brief and compelling (2-3 sentences + evidence)

❌ SYSTEM FAILURE:

• Writing the realization for the user without their input
• Skipping evidence gathering
• Moving to next section without a captured realization

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 7: Explore Solution (If Starting with Solution)

STEP GOAL:

Capture the user's solution idea and then explore the underlying realization that led to it.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on capturing the solution idea and connecting it to a realization
• 🚫 FORBIDDEN to evaluate or critique the solution prematurely
• 💬 Approach: Capture first, then explore the underlying why
• 📋 Bridge from solution back to realization, then forward to why it matters

EXECUTION PROTOCOLS:

• 🎯 Capture the solution idea and connect it to a realization
• 💾 Store both the solution idea and underlying realization
• 📖 This step is for users who start with a solution rather than a realization
• 🚫 Do not skip exploring the underlying realization

CONTEXT BOUNDARIES:

• Available context: User's situation, starting point choice (solution-first)
• Focus: Solution idea and underlying realization
• Limits: Do not explore other sections yet
• Dependencies: step-01e must be completed with solution-first routing

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Capture the Solution

If user starts with a solution idea:

1. Capture the solution: "Tell me about your solution idea..."

2. Explore the Underlying Realization

2. Then explore the underlying realization: "What realization does this solution address? What have you observed that led to this solution?"

3. Connect to Why It Matters

3. Then explore why it matters: "Why does this matter? Who are we helping?"

4. Explore Other Approaches

4. Then explore other approaches: "What other ways could we approach this?"

5. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02c-explore-why-it-matters"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the solution idea and underlying realization are captured will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Solution idea is clearly captured
• Underlying realization is identified and connected to the solution
• User sees the relationship between their solution and the problem it addresses

❌ SYSTEM FAILURE:

• Skipping the exploration of the underlying realization
• Critiquing or dismissing the user's solution idea
• Moving forward without connecting solution to realization

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 8: Explore Why It Matters

STEP GOAL:

Help the user articulate why this project matters and who they are helping - focusing on value to specific people.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on exploring Why It Matters and who we help
• 🚫 FORBIDDEN to generate reasons without user input
• 💬 Approach: Ask about impact, users, pain points, and gains
• 📋 Keep it brief - focus on value to specific people

EXECUTION PROTOCOLS:

• 🎯 Help user articulate why this matters and who benefits
• 💾 Capture the why and who for the alignment document
• 📖 Reference {sectionRoutingFile} (Section 2: Why It Matters)
• 🚫 Do not move past this section until captured

CONTEXT BOUNDARIES:

• Available context: Realization and/or solution from previous steps
• Focus: Why It Matters section of the alignment document
• Limits: Do not explore other sections yet
• Dependencies: step-02a or step-02b must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Explore Why It Matters and Who We Help

Explore why it matters and who we help.

Reference: {sectionRoutingFile} (Section 2: Why It Matters)

Questions to explore:

• "Why does this matter?"
• "Who are we helping?"
• "What are they trying to accomplish?" (Jobs)
• "What are their pain points?" (Pains)
• "What would make their life better?" (Gains)
• "How does this affect them?"
• "What impact will this have?"
• "Are there different groups we're helping?"

Keep it brief - Why it matters and who we help

Help them think: Focus on the value we're adding to specific people and why that matters

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02d-explore-how-we-see-it-working"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has articulated why it matters and who benefits will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Clear articulation of why this matters
• Specific people/groups who benefit are identified
• Impact and value are understood

❌ SYSTEM FAILURE:

• Generating reasons without user input
• Skipping this section
• Not identifying specific beneficiaries

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 9: Explore How We See It Working

STEP GOAL:

Help the user articulate how they envision the solution working at a high level - the general approach and core concept.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on exploring how the solution would work at a high level
• 🚫 FORBIDDEN to dive into detailed specifications or technical requirements
• 💬 Approach: Ask about the general approach, core concept, and vision
• 📋 Keep it brief - high-level overview, not detailed specifications

EXECUTION PROTOCOLS:

• 🎯 Help user articulate the high-level solution approach
• 💾 Capture the vision for the alignment document
• 📖 Reference {sectionRoutingFile} (Section 3: How We See It Working)
• 🚫 Do not get into detailed specifications

CONTEXT BOUNDARIES:

• Available context: Realization, solution, why it matters from previous steps
• Focus: How We See It Working section of the alignment document
• Limits: High-level only - no detailed specs
• Dependencies: step-02c must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Explore How They See It Working

Explore how they see it working.

Reference: {sectionRoutingFile} (Section 3: How We See It Working)

Questions to explore:

• "How do you envision this working?"
• "What's the general approach?"
• "Walk me through how you see it addressing the realization"
• "What's the core concept?"

Keep it brief - High-level overview, not detailed specifications

Flexible language - Works for software, processes, services, products, strategies

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02e-explore-paths-we-explored"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has articulated how they see it working will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• High-level vision is captured
• Core concept is understood
• General approach is clear without getting into detailed specs

❌ SYSTEM FAILURE:

• Diving into detailed specifications
• Generating the vision without user input
• Skipping this section

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 10: Explore Paths We Explored

STEP GOAL:

Help the user articulate alternative approaches they considered - showing thorough thinking to stakeholders.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on exploring alternative paths considered
• 🚫 FORBIDDEN to fabricate alternative approaches the user hasn't considered
• 💬 Approach: Ask about alternatives, accept if only one path exists
• 📋 Keep it brief - 2-3 paths explored briefly; one path is fine too

EXECUTION PROTOCOLS:

• 🎯 Help user articulate alternative approaches considered
• 💾 Capture alternatives for the alignment document
• 📖 Reference {sectionRoutingFile} (Section 4: Paths We Explored)
• 🚫 Do not force multiple alternatives if user only has one path

CONTEXT BOUNDARIES:

• Available context: Realization, solution, why it matters, how it works
• Focus: Paths We Explored section of the alignment document
• Limits: Brief exploration of alternatives only
• Dependencies: step-02d must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Explore Paths They Explored

Explore paths they explored.

Reference: {sectionRoutingFile} (Section 4: Paths We Explored)

Questions to explore:

• "What other ways could we approach this?"
• "Are there alternative paths?"
• "What options have you considered?"

Keep it brief - 2-3 paths explored briefly

If user only has one path: That's fine - acknowledge it and move on

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02f-explore-recommended-solution"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has explored alternative paths (or confirmed only one path) will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Alternative approaches are captured (or single path acknowledged)
• User feels the exploration was thorough but not forced
• Section is brief and relevant

❌ SYSTEM FAILURE:

• Fabricating alternatives the user hasn't considered
• Forcing multiple paths when user only has one
• Skipping this section entirely

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 11: Explore Recommended Solution

STEP GOAL:

Help the user articulate their preferred approach and clearly explain why they recommend it over alternatives.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on exploring the recommended solution and reasoning
• 🚫 FORBIDDEN to choose the solution for the user
• 💬 Approach: Ask which approach they prefer and why
• 📋 Keep it brief - preferred approach and key reasons

EXECUTION PROTOCOLS:

• 🎯 Help user articulate their preferred approach and reasoning
• 💾 Capture the recommendation for the alignment document
• 📖 Reference {sectionRoutingFile} (Section 5: Recommended Solution)
• 🚫 Do not make the recommendation for the user

CONTEXT BOUNDARIES:

• Available context: Realization, solution, why it matters, how it works, paths explored
• Focus: Recommended Solution section of the alignment document
• Limits: Brief recommendation with key reasons
• Dependencies: step-02e must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Explore the Recommended Solution

Explore the recommended solution.

Reference: {sectionRoutingFile} (Section 5: Recommended Solution)

Questions to explore:

• "Which approach do you prefer?"
• "Why this one over the others?"
• "What makes this the right solution?"

Keep it brief - Preferred approach and key reasons

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02g-explore-path-forward"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has articulated their preferred approach and reasoning will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Preferred approach is clearly identified
• Reasoning for the recommendation is captured
• User owns the recommendation

❌ SYSTEM FAILURE:

• Choosing the solution for the user
• Skipping this section
• Not capturing the reasoning behind the choice

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 12: Explore The Path Forward

STEP GOAL:

Help the user articulate how the work will be done practically - which WDS phases will be used and the overall workflow approach.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on exploring the practical path forward and workflow approach
• 🚫 FORBIDDEN to dictate a specific WDS phase sequence without user input
• 💬 Approach: Explore practical workflow, phases needed, level of detail
• 📋 Keep it brief - high-level plan of the work approach

EXECUTION PROTOCOLS:

• 🎯 Help user articulate the practical work approach
• 💾 Capture the path forward for the alignment document
• 📖 Reference {sectionRoutingFile} (Section 6: The Path Forward)
• 🚫 Do not create detailed project plans - keep it high level

CONTEXT BOUNDARIES:

• Available context: All previous exploration sections
• Focus: The Path Forward section of the alignment document
• Limits: High-level plan only
• Dependencies: step-02f must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Explore the Path Forward

Explore the path forward.

Reference: {sectionRoutingFile} (Section 6: The Path Forward)

Purpose: Explain how the work will be done practically - which WDS phases will be used and the workflow approach.

Questions to explore:

• "How do you envision the work being done?"
• "Which WDS phases do you think we'll need?"
• "What's the practical workflow you're thinking?"
• "Will we need user research, or do you already know your users?"
• "Do you need technical architecture planning, or is that already defined?"
• "What level of design detail do you need?"
• "How will this be handed off for implementation?"

Keep it brief - High-level plan of the work approach

Help them think:

• Which WDS phases apply (Trigger Mapping, Platform Requirements, UX Design, Design System, etc.)
• Practical workflow (research -> design -> handoff, or skip research, etc.)
• Level of detail needed
• Handoff approach

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02h-explore-value-we-create"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has articulated the practical path forward will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• High-level work approach is captured
• WDS phases and workflow are identified
• Path forward is practical and actionable

❌ SYSTEM FAILURE:

• Creating detailed project plans without user input
• Dictating a specific phase sequence
• Skipping this section

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 13: Explore The Value We'll Create

STEP GOAL:

Help the user articulate what happens if we DO build this - the ambition, success metrics, expected outcomes, and how to measure success.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on exploring the value that will be created
• 🚫 FORBIDDEN to generate value statements without user input
• 💬 Approach: Frame as positive assumption with success metrics
• 📋 Keep it brief - key benefits, outcomes, and success metrics

EXECUTION PROTOCOLS:

• 🎯 Help user articulate value, ambition, and success metrics
• 💾 Capture value proposition for the alignment document
• 📖 Reference {sectionRoutingFile} (Section 7: The Value We'll Create)
• 🚫 Do not fabricate benefits or metrics

CONTEXT BOUNDARIES:

• Available context: All previous exploration sections
• Focus: The Value We'll Create section of the alignment document
• Limits: Key benefits and metrics, not exhaustive analysis
• Dependencies: step-02g must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Explore the Value We'll Create

Explore the value we'll create.

Reference: {sectionRoutingFile} (Section 7: The Value We'll Create)

Questions to explore:

• "What's our ambition? What are we striving to accomplish?"
• "What happens if we DO build this?"
• "What benefits would we see?"
• "What outcomes are we expecting?"
• "How will we measure success?"
• "What metrics will tell us we're succeeding?"
• "What's the value we'd create?"

2. Frame as Positive Assumption with Success Metrics

Help them articulate:

• Our Ambition: What we're confidently striving to accomplish (enthusiastic, positive)
• Success Metrics: How we'll measure success (specific, measurable)
• What Success Looks Like: Clear outcomes (tangible results)
• Monitoring Approach: How we'll track these metrics (brief)

Keep it brief - Key benefits, outcomes, and success metrics

Help them think: Positive assumption ("We're confident this will work") + clear success metrics ("Here's how we'll measure it") = enthusiastic and scientific

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02i-explore-cost-of-inaction"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has articulated the value, ambition, and success metrics will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Clear ambition and value proposition captured
• Success metrics are specific and measurable
• Positive and confident framing

❌ SYSTEM FAILURE:

• Generating value statements without user input
• Skipping success metrics
• Not framing as positive assumption

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 14: Explore Cost of Inaction

STEP GOAL:

Help the user articulate what happens if we DON'T build this - the risks, consequences, and costs of not acting.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on exploring the cost of inaction
• 🚫 FORBIDDEN to fabricate consequences without user input
• 💬 Approach: Help make the case for why we can't afford NOT to do this
• 📋 Keep it brief - key consequences of not building

EXECUTION PROTOCOLS:

• 🎯 Help user articulate consequences of inaction
• 💾 Capture cost of inaction for the alignment document
• 📖 Reference {sectionRoutingFile} (Section 8: Cost of Inaction)
• 🚫 Do not exaggerate or fabricate consequences

CONTEXT BOUNDARIES:

• Available context: All previous exploration sections including value
• Focus: Cost of Inaction section of the alignment document
• Limits: Key consequences only, not fear-mongering
• Dependencies: step-02h must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Explore Cost of Inaction

Explore cost of inaction.

Reference: {sectionRoutingFile} (Section 8: Cost of Inaction)

Questions to explore:

• "What happens if we DON'T build this?"
• "What are the risks of not acting?"
• "What opportunities would we miss?"
• "What's the cost of doing nothing?"
• "What gets worse if we don't act?"
• "What do we lose by waiting?"

Keep it brief - Key consequences of not building

Can include:

• Financial cost (lost revenue, increased costs)
• Opportunity cost (missed opportunities)
• Competitive risk (competitors gaining advantage)
• Operational impact (inefficiency, problems getting worse)

Help them think: Make the case for why we can't afford NOT to do this

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02j-explore-our-commitment"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has articulated the cost of inaction will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Clear consequences of inaction are captured
• Case for action is compelling but honest
• Financial, opportunity, competitive, and operational impacts considered

❌ SYSTEM FAILURE:

• Fabricating or exaggerating consequences
• Skipping this section
• Not helping user think through different types of costs

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 15: Explore Our Commitment

STEP GOAL:

Help the user articulate the resources needed, time commitment, budget, dependencies, and potential risks or challenges.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on exploring commitment and potential risks
• 🚫 FORBIDDEN to force precision - rough estimates are fine at this stage
• 💬 Approach: Explore time, money, people, technology commitments
• 📋 Keep it brief - high-level commitment and potential risks

EXECUTION PROTOCOLS:

• 🎯 Help user articulate resources and risks
• 💾 Capture commitment details for the alignment document
• 📖 Reference {sectionRoutingFile} (Section 9: Our Commitment)
• 🚫 Do not force precise numbers - rough estimates are acceptable

CONTEXT BOUNDARIES:

• Available context: All previous exploration sections
• Focus: Our Commitment section of the alignment document
• Limits: High-level commitment, not detailed budget breakdowns
• Dependencies: step-02i must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Explore Our Commitment

Explore our commitment.

Reference: {sectionRoutingFile} (Section 9: Our Commitment)

Questions to explore:

• "What resources are we committing?"
• "What's the time commitment?"
• "What budget or team are we committing?"
• "What dependencies exist?"
• "What potential risks or drawbacks should we consider?"
• "What challenges might we face?"

Keep it brief - High-level commitment and potential risks

Don't force precision - Rough estimates are fine at this stage

Help them think: Time, money, people, technology - what are we committing to make this happen? What risks or challenges should we acknowledge?

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-02k-explore-summary"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has articulated the commitment and potential risks will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Resources and commitment are captured at appropriate level of detail
• Potential risks and challenges are acknowledged
• User doesn't feel pressured for precision they don't have

❌ SYSTEM FAILURE:

• Forcing precise numbers when user only has rough estimates
• Skipping risk/challenge discussion
• Not capturing the commitment at all

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 16: Explore Summary

STEP GOAL:

Help the user create a summary of key points from all explored alignment sections - the main takeaways stakeholders should remember.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on exploring the summary of key points
• 🚫 FORBIDDEN to write the summary for the user without their input
• 💬 Approach: Help identify the main takeaways
• 📋 Keep it brief - summary of key points, let readers draw their own conclusion

EXECUTION PROTOCOLS:

• 🎯 Help user identify key takeaways from all explored sections
• 💾 Capture summary for the alignment document
• 📖 Reference {sectionRoutingFile} (Section 10: Summary)
• 🚫 Do not create an overly long summary

CONTEXT BOUNDARIES:

• Available context: All explored alignment sections (02a through 02j)
• Focus: Summary section of the alignment document
• Limits: Brief key points only
• Dependencies: All exploration steps (02a-02j) must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Explore the Summary

Explore the summary.

Reference: {sectionRoutingFile} (Section 10: Summary)

Questions to explore:

• "What are the key points?"
• "What should stakeholders remember?"
• "What's the main takeaway?"

Keep it brief - Summary of key points (let readers draw their own conclusion)

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-03a-reflect-back"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has identified key summary points will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Key takeaways from all sections are identified
• Summary is brief and compelling
• User feels all sections are well represented

❌ SYSTEM FAILURE:

• Writing the summary without user input
• Creating an overly long summary
• Missing key points from explored sections

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 17: Reflect Back What You've Captured

STEP GOAL:

Reflect back the complete understanding from all explored sections, confirm accuracy with the user before proceeding to document synthesis.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on reflecting back and confirming understanding
• 🚫 FORBIDDEN to proceed to document synthesis without user confirmation
• 💬 Approach: Summarize each section, ask for corrections
• 📋 This is a quality gate - ensure accuracy before creating the document

EXECUTION PROTOCOLS:

• 🎯 Reflect back complete understanding for confirmation
• 💾 Note any adjustments or corrections from user
• 📖 Reference all captured content from exploration steps
• 🚫 Do not skip confirmation - this is a critical quality gate

CONTEXT BOUNDARIES:

• Available context: All explored sections (01a through 02k)
• Focus: Verification and confirmation of captured understanding
• Limits: Reflect only - do not create the document yet
• Dependencies: All exploration steps must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Reflect Back What You've Captured

After covering all sections (in whatever order made sense):

Reflect back what you've captured:

"I've explored [list sections covered] with you. Let me reflect back what I understand:

• The Realization: [summarize their realization]
• Why It Matters: [summarize why it matters and who we help]
• How We See It Working: [summarize solution approach]
• Recommended Solution: [summarize preferred approach]
• The Path Forward: [summarize work approach]
• The Value We'll Create: [summarize value and success metrics]
• Cost of Inaction: [summarize consequences]
• Our Commitment: [summarize resources and risks]
• Summary: [summarize key points]

Does this capture what you want in your alignment document? Anything you'd like to adjust or clarify?"

2. Handle Adjustments

If user wants adjustments, make them and re-reflect until confirmed.

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-03b-synthesize-document"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has confirmed the reflected understanding is accurate will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Complete understanding is reflected back to user
• User confirms accuracy or adjustments are made
• All sections are represented in the reflection

❌ SYSTEM FAILURE:

• Skipping the reflection and jumping to document creation
• Not asking for confirmation
• Missing sections in the reflection
• Proceeding despite user indicating inaccuracies

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 18: Synthesize Alignment Document

STEP GOAL:

Create the alignment document from all explored sections, using framework thinking to build a clear, compelling narrative.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on synthesizing the alignment document from confirmed content
• 🚫 FORBIDDEN to add new content not confirmed in the reflection step
• 💬 Approach: Crystallize into a clear, compelling narrative
• 📋 Format must be clear, brief, readable in 2-3 minutes

EXECUTION PROTOCOLS:

• 🎯 Create the alignment document using confirmed content
• 💾 Save to docs/wds-1-project-brief/pitch.md
• 📖 Use template at ../../wds-1-project-brief/templates/pitch.template.md
• 🚫 Do not add content that wasn't confirmed in step-03a

CONTEXT BOUNDARIES:

• Available context: All confirmed content from step-03a reflection
• Focus: Document synthesis and creation
• Limits: Only use confirmed content
• Dependencies: step-03a must be completed with user confirmation

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Crystallize into a Compelling Narrative

After confirming understanding:

Help crystallize into a clear, compelling narrative using framework thinking:

• Realization -> Why It Matters -> How We See It Working -> Value We'll Create
• Realization -> Agitate (Cost of Inaction) -> Solve (Solution) -> Commitment

2. Framework Check

Framework check: Does the alignment document flow logically?

• Realization is clear and evidence-backed
• Why it matters and who we help is understood
• Solution addresses the realization
• Commitment is reasonable and risks acknowledged
• Cost of inaction makes the case
• Value we'll create justifies the commitment

3. Create Alignment Document

Output file: docs/wds-1-project-brief/pitch.md (deliverable name: "pitch")

Format: Clear, brief, readable in 2-3 minutes

Structure: Use the 10-section structure covered in the exploration

Template reference: ../../wds-1-project-brief/templates/pitch.template.md

Ask: "Does this present your idea in the best light?"

4. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to Present for Approval"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the alignment document is created and user is satisfied will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Alignment document is created with all confirmed content
• Document flows logically and is compelling
• Document is brief and readable in 2-3 minutes
• User confirms the document presents their idea well

❌ SYSTEM FAILURE:

• Adding content not confirmed in the reflection step
• Creating a document that's too long or unfocused
• Not saving to the correct output location
• Proceeding without user satisfaction with the document

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 20: Present Alignment Document for Approval

STEP GOAL:

Present the completed alignment document and guide the user through the stakeholder review, feedback, and acceptance process.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on presenting the document and guiding approval process
• 🚫 FORBIDDEN to rush the approval process or skip stakeholder feedback
• 💬 Approach: Present document, explain next steps, support iteration
• 📋 The alignment phase is collaborative - support negotiation and iteration

EXECUTION PROTOCOLS:

• 🎯 Present document and guide through approval process
• 💾 Track any changes made based on stakeholder feedback
• 📖 Reference the alignment document at docs/wds-1-project-brief/pitch.md
• 🚫 Do not skip the feedback and iteration loop

CONTEXT BOUNDARIES:

• Available context: Complete alignment document (and strategic context if created)
• Focus: Presentation and approval process
• Limits: Do not create signoff document until alignment is accepted
• Dependencies: step-03b (and optionally step-03c) must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Present the Alignment Document

Present the alignment document for review and approval:

"I've created your alignment document at docs/wds-1-project-brief/pitch.md.

This alignment document is ready to share with your stakeholders. It's designed to be clear, brief, and compelling - readable in just 2-3 minutes.

Next steps: 1. Share the alignment document with stakeholders for review 2. Gather their feedback - we can negotiate and make changes 3. Update the alignment document until everyone is on board 4. Once the alignment document is accepted and everyone is aligned on the idea, why, what, how, budget, and commitment 5. After acceptance, I'll generate the signoff document (contract/service agreement/signoff) to secure the commitment 6. Then we'll proceed to create the full Project Brief

Remember: The alignment phase is collaborative - we can negotiate and iterate until everyone is on the same page. The signoff document comes after acceptance to formalize the commitment. WDS has your back - we'll help you get alignment and secure commitment before starting the work!

Would you like to:

• Review the alignment document together and make any adjustments before sharing?
• Proceed to share it with stakeholders for feedback?
• Make changes based on stakeholder feedback?
• Or something else?"

2. Handle Decision Point

If user wants to make changes:

• Update the alignment document
• Return to this step after changes

If alignment document is accepted: Continue to step-04a-offer-signoff.md

If user wants to skip signoff: Proceed to Project Brief workflow

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-04a-offer-signoff"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the alignment document is accepted by stakeholders will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Alignment document is presented clearly with next steps
• User understands the feedback and iteration process
• Stakeholder acceptance is confirmed before proceeding

❌ SYSTEM FAILURE:

• Rushing past the approval process
• Not supporting iteration based on feedback
• Creating signoff document before alignment is accepted
• Skipping stakeholder review

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 21: Offer to Generate Signoff Document

STEP GOAL:

Offer to create a signoff document after alignment acceptance, presenting document type options and routing to the correct path.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on offering signoff document options and routing
• 🚫 FORBIDDEN to force signoff creation - user can skip
• 💬 Approach: Present clear options, explain each document type
• 📋 Route to contract path (step-04b) for external, or internal signoff path (step-06a)

EXECUTION PROTOCOLS:

• 🎯 Present signoff document type options
• 💾 Record user's choice for routing
• 📖 Reference the accepted alignment document
• 🚫 Do not begin building signoff content yet

CONTEXT BOUNDARIES:

• Available context: Accepted alignment document
• Focus: Signoff document type selection
• Limits: Selection only - do not build content yet
• Dependencies: Alignment document must be accepted (step-03d)

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Offer Signoff Document Options

After the alignment document is accepted by stakeholders, offer to create a signoff document:

"Great! The alignment document has been accepted and everyone is aligned on the idea, why, what, how, budget, and commitment.

Now let's secure this commitment with a signoff document. This will formalize what everyone has agreed to and ensure everyone stays committed to making this project happen.

What type of document do you need?

1. Project Contract - If you're a consultant and the client has approved the alignment document 2. Service Agreement - If you're a founder/owner and suppliers have approved the alignment document 3. Project Signoff Document - If this is an internal company project and stakeholders have approved

• Note: If you have an existing company signoff document format, you can upload it and I'll adapt it to match your company's format

4. Skip - If you don't need a formal document right now

Which applies to your situation?

Remember: WDS helps with alignment - the alignment document got everyone on the same page, and this signoff document secures the commitment before we start building something that makes the world a better place!"

2. Handle Decision Point

If user chooses "Skip":

• Acknowledge: "No problem! The alignment document is ready to share. You can always generate a signoff document later if needed."
• Proceed to Project Brief workflow

If user chooses Project Contract or Service Agreement: Continue to step-04b-determine-business-model.md (for external contracts)

If user chooses Project Signoff Document: Route to step-06a-build-internal-signoff.md (for internal signoff)

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-04b-determine-business-model (or step-06a for internal signoff)"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile} (or step-06a for internal)
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the user has selected a document type will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• All document type options are clearly presented
• User's choice is captured and routing is correct
• Skip option is respected if chosen

❌ SYSTEM FAILURE:

• Forcing signoff creation when user wants to skip
• Not presenting all options
• Routing to wrong path based on document type

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 22: Determine Business Model

STEP GOAL:

Determine how the service will be paid for before building contract sections - the business model determines contract structure.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on determining the business model
• 🚫 FORBIDDEN to choose the business model for the user
• 💬 Approach: Present all options with clear explanations and examples
• 📋 The selected model determines how all contract sections are structured

EXECUTION PROTOCOLS:

• 🎯 Help user select the appropriate business model
• 💾 Record the business model selection for contract building
• 📖 This selection affects all subsequent contract sections
• 🚫 Do not begin building contract sections yet

CONTEXT BOUNDARIES:

• Available context: Accepted alignment document, signoff type selection
• Focus: Business model selection
• Limits: Selection only - do not build contract yet
• Dependencies: step-04a must be completed with external contract selection

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Present Business Model Options

Before building contract sections, determine the business model:

"First, let's determine the business model - how will this service be paid for? This helps us structure the contract correctly.

What business model fits this project?

1. Fixed-Price Project - Set price for a defined scope of work

• Best for: Projects with clear deliverables and scope
• Includes: Not-to-exceed clause, upfront payment recommended
• Example: "$50,000 for complete website redesign with 5 pages"

2. Hourly/Time-Based - Pay for actual time worked

• Best for: Ongoing work, uncertain scope, flexible requirements
• Includes: Hourly rate, time tracking, optional not-to-exceed cap
• Example: "$150/hour, estimated 200 hours"

3. Retainer - Monthly commitment with minimum hours

• Best for: Ongoing support, regular availability needed
• Includes: Monthly retainer amount, minimum hours, availability expectations, hourly rate for overage
• Example: "$5,000/month retainer for 20 hours minimum, $200/hour for additional hours"

4. Hybrid - Combination of models (e.g., retainer + project work)

• Best for: Complex arrangements with multiple work types
• Includes: Multiple payment structures combined

Which model fits your situation?"

2. Confirm Understanding

Confirm understanding: "So you've chosen [model]. This means [brief explanation of what this means for the contract]."

Note the selection: This will determine which sections we include and how we configure payment terms, not-to-exceed, availability, etc.

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-05a-contract-overview"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the business model is selected and confirmed will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• All business model options are clearly presented with examples
• User's selection is captured and confirmed
• Implications for contract structure are understood

❌ SYSTEM FAILURE:

• Choosing the business model for the user
• Not explaining what each model means for the contract
• Proceeding without confirmation

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 23: Build Section 1 - Project Overview

STEP GOAL:

Build the Project Overview section of the contract, pulling the realization and recommended solution from the alignment document.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on building the Project Overview section
• 🚫 FORBIDDEN to add content not in the alignment document
• 💬 Approach: Pull from alignment document, confirm with user
• 📋 Sets clear expectations and context for the contract

EXECUTION PROTOCOLS:

• 🎯 Build Project Overview from alignment document content
• 💾 Add to contract document
• 📖 Pull from alignment document (pitch)
• 🚫 Do not invent content not present in the alignment document

CONTEXT BOUNDARIES:

• Available context: Alignment document, business model selection
• Focus: Contract Section 1 - Project Overview
• Limits: Only project overview content
• Dependencies: step-04b must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Build Section 1: Project Overview

Section 1: Project Overview

Background: Establishes what the project is about

What it does: Defines the realization and solution from the alignment document

Purpose: Sets clear expectations and context

Content: Pull from alignment document (pitch):

• The Realization: {{realization}}
• Recommended Solution: {{recommended_solution}}

Explain to user: "This section establishes what the project is about. I'll pull the realization and recommended solution from your alignment document."

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-05b-contract-business-model"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the Project Overview section is built and confirmed will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Project Overview accurately reflects alignment document
• Realization and recommended solution are clearly stated
• User confirms the section

❌ SYSTEM FAILURE:

• Adding content not in the alignment document
• Skipping user confirmation
• Not pulling from the correct alignment document sections

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 24: Build Section 2 - Business Model

STEP GOAL:

Build the Business Model section based on the user's selected model, explaining payment structure and key terms.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on building the Business Model contract section
• 🚫 FORBIDDEN to change the user's business model selection
• 💬 Approach: Structure the section based on selected model, gather specific terms
• 📋 This is the foundation for all payment-related sections

EXECUTION PROTOCOLS:

• 🎯 Build Business Model section tailored to selected model
• 💾 Add to contract document
• 📖 Reference the business model selected in step-04b
• 🚫 Do not change the selected business model

CONTEXT BOUNDARIES:

• Available context: Business model selection from step-04b, alignment document
• Focus: Contract Section 2 - Business Model
• Limits: Business model structure only
• Dependencies: step-05a must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Build Section 2: Business Model

Section 2: Business Model

Background: Defines how the service will be paid for - critical foundation for all payment terms

What it does: Explains the selected business model and its terms

Purpose: Sets clear expectations about payment structure, prevents misunderstandings

Content: Based on user's selection from step-04b

For each business model, include:

If Fixed-Price Project:

• Model name: "Fixed-Price Project"
• Description: "This contract uses a fixed-price model. The contractor commits to deliver the specified scope of work for the agreed price, regardless of actual time or costs incurred."
• Key terms: Total project price, what price includes/excludes, payment structure, not-to-exceed applies

If Hourly/Time-Based:

• Model name: "Hourly/Time-Based"
• Description: "This contract uses an hourly billing model. The client pays for actual time worked at the agreed hourly rate."
• Key terms: Hourly rate, estimated hours, estimated total, time tracking method, billing frequency, optional not-to-exceed

If Retainer:

• Model name: "Monthly Retainer"
• Description: "This contract uses a retainer model. The client pays a fixed monthly amount for a minimum number of hours, with additional hours billed at the overage rate."
• Key terms: Monthly retainer amount, minimum hours, effective hourly rate, overage rate, availability, retainer period, hour rollover, billing due date

If Hybrid:

• Model name: "Hybrid Model"
• Description: "This contract combines multiple payment structures."
• Key terms: Combine terms from each component

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-05c-contract-scope"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the Business Model section is built and confirmed will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Business Model section matches the selected model
• Key terms are clearly defined
• User confirms the section accurately reflects their arrangement

❌ SYSTEM FAILURE:

• Changing the user's business model selection
• Missing key terms for the selected model
• Not gathering specific values from the user

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 25: Build Section 3 - Scope of Work

STEP GOAL:

Build the Scope of Work section with explicit IN scope, OUT of scope, deliverables, and path forward - preventing scope creep and setting clear boundaries.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on building the Scope of Work section
• 🚫 FORBIDDEN to skip IN scope/OUT of scope definitions - this prevents disputes
• 💬 Approach: Ask explicitly about what's included and excluded
• 📋 Adapt scope section based on business model (fixed-price needs very clear boundaries)

EXECUTION PROTOCOLS:

• 🎯 Build Scope of Work with clear boundaries
• 💾 Add to contract document
• 📖 Pull path forward and deliverables from alignment document
• 🚫 Do not skip explicit IN/OUT scope definitions

CONTEXT BOUNDARIES:

• Available context: Alignment document, business model, contract sections 1-2
• Focus: Contract Section 3 - Scope of Work
• Limits: Scope definition only
• Dependencies: step-05b must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Build Section 3: Scope of Work

Section 3: Scope of Work

Background: Defines exactly what will be delivered and what won't be

What it does: Lists path forward, deliverables, explicit IN scope, and explicit OUT of scope

Purpose: Prevents scope creep and sets clear boundaries - critical for avoiding disputes

Why this matters:

• Most contract disputes arise from unclear scope
• Clear IN/OUT scope prevents misunderstandings
• Protects both parties from scope creep
• Sets expectations upfront

Content to gather: 1. The Path Forward: Pull from alignment document (path_forward) - how the work will be done 2. Deliverables: Pull from alignment document (deliverables_list) - what will be delivered 3. IN Scope: Ask user explicitly - "What work is explicitly included? Be specific about what's covered." 4. OUT of Scope: Ask user explicitly - "What work is explicitly NOT included? What would require a change order?"

Important: Based on business model, adapt scope section:

• Fixed-Price: Must have very clear IN scope and OUT of scope (critical for fixed-price - this protects both parties)
• Hourly: Can be more flexible, but still define boundaries to prevent misunderstandings
• Retainer: Define what types of work are included in retainer vs. project work
• Hybrid: Define scope for each component separately

What to ask user:

• "Let's be very clear about what's included and what's not. What work is explicitly IN scope for this contract?"
• "What work is explicitly OUT of scope? What would require a change order?"
• "Are there any assumptions about what's included that we should document?"

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-05d-contract-payment"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the Scope of Work section is built with clear IN/OUT scope will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Clear IN scope and OUT of scope definitions
• Deliverables are explicitly listed
• Scope is adapted to business model
• User confirms the scope boundaries

❌ SYSTEM FAILURE:

• Skipping IN scope/OUT of scope definitions
• Not adapting scope to business model
• Creating vague scope that invites disputes

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 26: Build Section 4 - Our Commitment & Payment Terms

STEP GOAL:

Build the payment terms section tailored to the selected business model, covering costs, payment schedule, and financial expectations.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on building the Payment Terms section
• 🚫 FORBIDDEN to skip explaining why certain payment structures are fair
• 💬 Approach: Tailor to business model, explain fairness, gather specific terms
• 📋 Transparency builds trust - explain the reasoning behind payment structures

EXECUTION PROTOCOLS:

• 🎯 Build payment terms tailored to business model
• 💾 Add to contract document
• 📖 Pull commitment info from alignment document, add payment specifics
• 🚫 Do not use generic payment terms - tailor to business model

CONTEXT BOUNDARIES:

• Available context: Business model, alignment document, contract sections 1-3
• Focus: Contract Section 4 - Our Commitment & Payment Terms
• Limits: Payment terms only
• Dependencies: step-05c must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Build Section 4: Our Commitment & Payment Terms

Section 4: Our Commitment & Payment Terms

Background: Financial commitment needed and payment structure - tailored to business model

What it does: States costs, payment schedule, and payment terms based on selected business model

Purpose: Clear financial expectations - transparency builds trust

Why this matters:

• Protects supplier from non-payment risk
• Ensures client commits financially to the project
• Provides cash flow for supplier to deliver quality work
• Prevents disputes about payment timing

Adapt based on business model:

If Fixed-Price Project:

• User options for payment structure:
• 50% upfront, 50% on completion: Fair split, supplier gets commitment, client retains leverage
• 100% upfront: Full commitment, supplier assumes all risk, client gets best price
• 30% upfront, 70% on completion: Lower upfront, more risk for supplier
• Milestone payments: Payments tied to specific deliverables or project phases
• Payment on completion: All payment at end (risky for supplier, not recommended)
• Why upfront payment is fair:
• Supplier assumes risk in fixed-price contracts
• Cost overruns are supplier's problem
• Client gets price certainty
• Upfront payment shows commitment
• Enables quality delivery
• What to ask user: "For fixed-price contracts, upfront payment is fair since you're assuming the risk. Would you like 50% upfront and 50% on completion, or 100% upfront?"

If Hourly/Time-Based:

• Billing frequency, payment terms (Net 15, Net 30), time tracking, invoice format
• What to ask user: "How often would you like to be invoiced? What payment terms work for you?"

If Retainer:

• Monthly retainer amount, due date, minimum hours, overage billing, hour rollover
• What to ask user: "When should the retainer be due each month? How should we handle unused hours?"

If Hybrid:

• Combine payment terms from each component

Content: Pull from alignment document (our_commitment), add payment schedule and terms based on business model

Fairness note: Tailor to business model - for fixed-price emphasize upfront payment fairness, for retainer emphasize commitment and availability

2. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-05e-contract-timeline"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile}
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the Payment Terms section is built and confirmed will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Payment terms are tailored to business model
• Specific amounts, schedules, and terms are captured
• Fairness is explained transparently
• User confirms the terms

❌ SYSTEM FAILURE:

• Using generic payment terms not tailored to model
• Skipping fairness explanation
• Not gathering specific payment details from user

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

Step 27: Build Section 5 - Timeline

STEP GOAL:

Build the Timeline section defining when work will happen, key milestones, and delivery dates.

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
• ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
• ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
• ✅ We engage in collaborative dialogue, not command-response
• ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
• ✅ Maintain a supportive and clarifying tone throughout

Step-Specific Rules:

• 🎯 Focus only on building the Timeline section
• 🚫 FORBIDDEN to invent deadlines without user input
• 💬 Approach: Extract from alignment document and gather specifics
• 📋 Sets expectations for delivery dates

EXECUTION PROTOCOLS:

• 🎯 Build Timeline with milestones and dates
• 💾 Add to contract document
• 📖 Extract from Work Plan or Investment Required from alignment document
• 🚫 Do not create fictional timelines

CONTEXT BOUNDARIES:

• Available context: Alignment document, business model, contract sections 1-4
• Focus: Contract Section 5 - Timeline
• Limits: Timeline content only
• Dependencies: step-05d must be completed

Sequence of Instructions (Do not deviate, skip, or optimize)

1. Build Section 5: Timeline

Section 5: Timeline

Background: When work will happen

What it does: Defines schedule and milestones

Purpose: Sets expectations for delivery dates

Content: Extract from Work Plan or Investment Required from alignment document

What to include:

• Key milestones
• Delivery dates
• Critical deadlines

2. Route Based on Business Model

If Retainer model: Continue to step-05f-contract-availability.md (availability section applies) If not Retainer: Continue to step-05g-contract-confidentiality.md (skip availability)

3. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to step-05f-contract-availability (or step-05g if not Retainer)"

Menu Handling Logic:

• IF C: Load, read entire file, then execute {nextStepFile} (or step-05g if not Retainer)
• IF M: Return to {workflowFile}
• IF Any other comments or queries: help user respond then [Redisplay Menu Options]

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed to next step when user selects 'C'
• User can chat or ask questions - always respond and then redisplay menu options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN the Timeline section is built and confirmed will you then load and read fully {nextStepFile} to execute and begin the next step.

---

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Key milestones and delivery dates are captured
• Timeline is realistic and agreed upon
• Correct routing based on business model

❌ SYSTEM FAILURE:

• Inventing deadlines without user input
• Not routing correctly based on business model
• Skipping milestone definition

Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.