Archon/bmad/bmm/docs/workflows-planning.md
Luis Erlacher 413c6e59a5
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2025-11-04 15:31:52 -03:00

28 KiB

BMM Planning Workflows (Phase 2)

Reading Time: ~15 minutes

Overview

Phase 2 (Planning) workflows are required for all projects. They transform strategic vision into actionable requirements that guide implementation. BMM uses a scale-adaptive planning system where the workflow automatically selects the right level of detail based on project complexity.

Key principle: One workflow to rule them all - plan-project intelligently routes to the appropriate planning flow based on project characteristics.

Quick Reference

Workflow Project Levels Duration Purpose
prd 2-4 2-6 hours Strategic PRD + tactical epic breakdown
tech-spec 0-1 30-90 min Lightweight technical specification
gdd 2-4 (games) 4-10 hours Complete game design document
narrative 2-4 (story) 3-8 hours Story-driven game/experience design
ux 2-4 (UX-heavy) 3-6 hours UX-first design specification

Note: The plan-project workflow is your single entry point. It automatically routes to the right planning workflow based on your answers to discovery questions.


Understanding Scale-Adaptive Planning

Project Complexity Levels

BMM categorizes projects into 5 levels (0-4) to determine the appropriate planning detail:

Level Scope Planning Workflow Examples
Level 0 Single atomic change tech-spec (Quick Spec) Bug fix, single endpoint, config change
Level 1 Simple isolated feature tech-spec (Quick Spec) Add validation rule, new API field, small UI component
Level 2 Medium feature prd (Lightweight) User profile page, search feature, data export
Level 3 Large feature set prd (Standard) Complete authentication system, admin dashboard
Level 4 Multi-phase initiative prd (Comprehensive) Platform migration, new product line, enterprise integration

How Scale-Adaptive Planning Works

Step 1: Intent Discovery The plan-project workflow asks you questions to understand:

  • What are you building?
  • How complex is it?
  • Is this greenfield or brownfield?
  • What are the primary concerns? (features, UX, story, technical architecture)

Step 2: Intelligent Routing Based on your answers, the workflow routes to:

  • tech-spec (Levels 0-1): Quick Spec Flow for simple changes
  • prd (Levels 2-4): Strategic PRD with epic breakdown
  • gdd (Levels 2-4, games): Game Design Document
  • narrative (Levels 2-4, story-heavy): Narrative-first design
  • ux (Levels 2-4, UX-first): UX specification with prototypes

Step 3: Adaptive Detail Each workflow adjusts its depth based on level:

  • Level 2: Lightweight documentation
  • Level 3: Standard documentation with multiple epics
  • Level 4: Comprehensive documentation with phased delivery

plan-project (Entry Point)

Purpose

Single unified entry point for all planning workflows. Uses conversational discovery to understand your project and intelligently route to the appropriate planning flow.

Agent: PM (orchestrates other agents as needed) Phase: 2 (Planning) Required: Yes (for all projects) Typical Duration: Varies by target workflow

When to Use

Always use this as your planning starting point. Do not call prd, gdd, narrative, ux, or tech-spec directly unless you explicitly want to skip discovery.

Process Overview

Phase 1: Discovery (Steps 1-3)

  • Understand project context
  • Assess complexity level (0-4)
  • Identify primary concerns (features, UX, story, technical)

Phase 2: Routing Decision (Step 4)

  • Determine target workflow
  • Explain routing rationale
  • Confirm with user

Phase 3: Execute Target Workflow (Steps 5-6)

  • Invoke appropriate planning workflow
  • Pass context and decisions
  • Return to plan-project for completion

Phase 4: Handoff (Step 7)

  • Document planning decisions
  • Recommend next phase workflows
  • Update workflow status

Discovery Questions

Project Type:

  • What are you building? (software product, game, internal tool, etc.)
  • Is this greenfield (new) or brownfield (existing)?

Complexity Assessment:

  • How would you describe the scope? (single change, simple feature, medium feature, large feature set, multi-phase initiative)
  • How many user-facing features are involved?
  • How many systems or integrations are affected?

Primary Concerns:

  • What's most important for this project? (feature functionality, user experience, narrative/story, technical architecture, performance)

Special Characteristics:

  • Is this a game project?
  • Is storytelling central to the experience?
  • Is UX innovation the primary differentiator?
  • Are there unique technical constraints?

Routing Logic

IF game_project AND level >= 2:
  → Route to gdd

ELSE IF story_central AND level >= 2:
  → Route to narrative

ELSE IF ux_innovation AND level >= 2:
  → Route to ux

ELSE IF level <= 1:
  → Route to tech-spec (Quick Spec Flow)

ELSE:
  → Route to prd (with level-appropriate depth)

Outputs

  • Planning decision document (routing rationale)
  • Output from target workflow (PRD, GDD, Tech Spec, etc.)
  • Handoff recommendations for Phase 3

Example Scenarios

Scenario 1: Bug Fix

  • Input: "Fix null pointer exception in user service"
  • Discovery: Level 0 (single atomic change)
  • Route: tech-spec (Quick Spec Flow)
  • Duration: 20 minutes

Scenario 2: E-commerce Checkout

  • Input: "Build complete checkout flow with payment processing"
  • Discovery: Level 3 (large feature set), feature-focused
  • Route: prd (Standard depth)
  • Duration: 4 hours

Scenario 3: Roguelike Card Game

  • Input: "Roguelike card battler with emotional narrative"
  • Discovery: Level 3 (large feature set), game project
  • Route: gdd
  • Duration: 6 hours

Scenario 4: Story-Driven Adventure

  • Input: "Narrative adventure game with branching story"
  • Discovery: Level 3, story-central
  • Route: narrative (then gdd for mechanics)
  • Duration: 8 hours total

tech-spec (Quick Spec Flow)

Purpose

Lightweight technical specification for Levels 0-1 projects (single changes, simple features). Focuses on implementation details without heavy strategic planning.

Agent: Architect Phase: 2 (Planning) Project Levels: 0-1 Typical Duration: 30-90 minutes

When to Use

  • Bug fixes
  • Single API endpoint additions
  • Configuration changes
  • Small UI component additions
  • Isolated validation rules
  • Single-file modifications

When NOT to use:

  • Multiple interconnected changes → Use prd
  • User-facing feature with multiple screens → Use prd
  • Requires epic breakdown → Use prd

Process Overview

Step 1: Problem Definition

  • What's broken or missing?
  • What's the desired behavior?
  • What are the constraints?

Step 2: Technical Analysis

  • Current state assessment
  • Root cause (if bug)
  • Dependencies identified

Step 3: Solution Design

  • Implementation approach
  • Code changes required
  • Test strategy
  • Rollback plan

Step 4: Documentation

  • Quick Spec document generated
  • Handoff to implementation

Inputs

  • Problem description or feature request
  • Current codebase context (if brownfield)
  • Technical constraints
  • Acceptance criteria (simple)

Outputs

Primary Output: tech-spec-{feature-name}-{date}.md

Document Structure:

  1. Problem Statement
  2. Current State Analysis
  3. Proposed Solution
  4. Implementation Details
    • Files to modify
    • API changes
    • Database changes (if any)
    • Configuration changes
  5. Test Strategy
  6. Rollback Plan
  7. Acceptance Criteria
  8. Risk Assessment (lightweight)

Example Output

Problem: Null pointer exception when user has no profile image

Solution:

# Quick Spec: Fix Profile Image Null Pointer

## Problem

Users without profile images cause NPE in UserProfileService.java:line 42

## Root Cause

Method assumes profileImageUrl is never null, but DB allows NULL

## Solution

1. Add null check in UserProfileService
2. Return default placeholder image URL
3. Add unit test for null case

## Implementation

- File: `UserProfileService.java`
- Change: Add null guard: `if (user.profileImageUrl == null) return DEFAULT_AVATAR_URL;`
- Test: `UserProfileServiceTest.java` - new test case
- No DB migration needed

## Acceptance Criteria

- AC-1: Users with null profile image see default avatar
- AC-2: No NPE in logs
- AC-3: Unit test passes

## Risk: LOW

- Isolated change, single method
- Backward compatible
  • dev-story (Phase 4) - Implement the spec
  • prd - Use for more complex features

prd (Product Requirements Document)

Purpose

Strategic PRD with tactical epic breakdown for Levels 2-4 projects. Unified workflow that adapts depth based on project complexity.

Agent: PM (with Architect and Analyst support) Phase: 2 (Planning) Project Levels: 2-4 Typical Duration:

  • Level 2: 2-3 hours (Lightweight)
  • Level 3: 3-5 hours (Standard)
  • Level 4: 5-8 hours (Comprehensive)

When to Use

  • Medium to large feature sets
  • Multi-screen user experiences
  • Complex business logic
  • Multiple system integrations
  • Phased delivery required

Scale-Adaptive Structure

Level 2 (Lightweight PRD):

  • Single epic with 5-10 stories
  • Simplified competitive analysis
  • Basic technical considerations
  • 10-15 pages

Level 3 (Standard PRD):

  • 2-4 epics with 15-30 stories
  • Comprehensive competitive analysis
  • Detailed technical requirements
  • Risk assessment
  • 20-30 pages

Level 4 (Comprehensive PRD):

  • 5+ epics with 30-50+ stories
  • Multi-phase delivery plan
  • Enterprise architecture considerations
  • Extensive stakeholder analysis
  • Success metrics framework
  • 30-50+ pages

Process Overview

Phase 1: Strategic Foundation (Steps 1-4)

  • Problem and opportunity definition
  • User research and personas
  • Competitive analysis
  • Success criteria and metrics

Phase 2: Solution Definition (Steps 5-8)

  • Core capabilities and features
  • User experience principles
  • Technical requirements
  • Integration points

Phase 3: Epic Breakdown (Steps 9-12)

  • Identify epics (level-appropriate count)
  • Define user stories per epic
  • Prioritize stories (P0/P1/P2/P3)
  • Sequence for delivery

Phase 4: Planning and Risks (Steps 13-15)

  • Resource estimation
  • Risk assessment
  • Assumptions and dependencies
  • Success metrics finalized

Phase 5: Documentation (Step 16)

  • Generate final PRD
  • Create epic files
  • Handoff preparation

Inputs

Optional:

  • product-brief.md (from Phase 1)
  • market-research.md (from Phase 1)
  • competitive-analysis.md (from Phase 1)
  • User input through conversational process

Outputs

Primary Outputs:

  1. PRD.md: Complete product requirements document
  2. epics.md: All epics with story breakdown
  3. Epic Files: Individual files per epic (e.g., epic-1-authentication.md)

PRD Structure:

  1. Executive Summary
  2. Problem Statement (with evidence)
  3. Goals and Success Metrics
  4. User Personas and Scenarios
  5. Competitive Landscape
  6. Feature Requirements
    • Core capabilities
    • User stories (organized by epic)
    • Acceptance criteria
  7. User Experience Requirements
  8. Technical Requirements
  9. Integration Requirements
  10. Non-Functional Requirements (NFRs)
  11. Assumptions and Constraints
  12. Risks and Mitigation
  13. Success Metrics
  14. Glossary

Epic File Structure:

  • Epic overview and objectives
  • User stories with acceptance criteria
  • Story priorities (P0/P1/P2/P3)
  • Dependencies and sequencing
  • Technical notes
  • Success criteria

Example: Level 3 PRD for E-commerce Checkout

Strategic Section:

  • Problem: 68% cart abandonment rate vs 45% industry average
  • Goal: Reduce abandonment to 50% in 6 months
  • Users: Primary (buyers), Secondary (guest checkout)
  • Competitors: Shopify (1-click), Amazon (save payment)

Epic Breakdown:

  1. Epic 1: Guest Checkout (7 stories)
    • P0: Guest can checkout without account
    • P1: Email receipt sent
    • P2: Optional account creation
  2. Epic 2: Payment Processing (8 stories)
    • P0: Credit card integration (Stripe)
    • P1: Saved payment methods
    • P2: Alternative payments (PayPal, Apple Pay)
  3. Epic 3: Order Management (6 stories)
    • P0: Order confirmation
    • P1: Order history
    • P2: Order tracking

Total: 3 epics, 21 stories, 4-6 week delivery

  • product-brief (Phase 1) - Strategic input
  • architecture (Phase 3) - Technical design
  • tech-spec (Phase 3) - Detailed specifications
  • create-epics-and-stories (Phase 4) - If manual epic creation needed

gdd (Game Design Document)

Purpose

Complete game design document for Levels 2-4 game projects, adapted from industry-standard GDD formats with practical scoping.

Agent: PM (Game Designer persona) Phase: 2 (Planning) Project Levels: 2-4 (games) Typical Duration:

  • Level 2: 3-4 hours (Small indie game)
  • Level 3: 5-7 hours (Medium game)
  • Level 4: 8-12 hours (Large/commercial game)

When to Use

  • Designing a game (any genre)
  • Need comprehensive design documentation
  • Team needs shared vision
  • Publisher/stakeholder communication

Comparison to Traditional GDD

Traditional GDD Weaknesses:

  • Too detailed too early
  • Assumes waterfall delivery
  • No connection to implementation tracking
  • No epic/story breakdown

BMM GDD Improvements:

  • Scale-adaptive detail
  • Agile epic structure
  • Direct handoff to implementation (Phase 4)
  • Integrated with testing workflows

Process Overview

Phase 1: Core Concept (Steps 1-4)

  • High concept and elevator pitch
  • Core gameplay loop
  • Design pillars
  • Player experience goals

Phase 2: Game Systems (Steps 5-10)

  • Mechanics definition
  • Progression systems
  • Economy and balance
  • Combat/interaction systems
  • Level/world design
  • Art and audio direction

Phase 3: Content Scope (Steps 11-13)

  • Content volume (levels, characters, items)
  • Narrative overview (if applicable)
  • Monetization strategy (if F2P/premium)

Phase 4: Technical and Production (Steps 14-16)

  • Platform and technical requirements
  • Team and timeline
  • Risks and challenges
  • Success metrics

Phase 5: Epic Breakdown (Step 17)

  • Convert design into epics
  • Create user stories per epic
  • Prioritize features (MVP vs post-launch)
  • Sequence delivery

Inputs

Optional:

  • game-brief.md (from Phase 1)
  • brainstorm-game results (from Phase 1)
  • market-research.md (from Phase 1)
  • Reference game analysis

Outputs

Primary Output: GDD-{game-name}-{date}.md

GDD Structure:

  1. Executive Summary
  2. Core Concept
    • High concept
    • Elevator pitch
    • Design pillars
  3. Gameplay
    • Core loop
    • Mechanics
    • Player actions
    • Progression
  4. Game Systems
    • Combat/interaction
    • Economy
    • Progression
    • Customization
  5. World and Narrative
    • Setting
    • Story (if applicable)
    • Characters
  6. Content Scope
    • Levels/missions
    • Characters/enemies
    • Items/abilities
    • Estimated play time
  7. Art Direction
  8. Audio Direction
  9. User Interface/UX
  10. Technical Requirements
  11. Platforms and Performance
  12. Monetization (if applicable)
  13. Epic Breakdown
  14. Success Metrics
  15. Risks and Mitigations

Epic Breakdown (unique to BMM GDD):

  • Epic 1: Core Loop (foundational mechanics)
  • Epic 2: Content (levels, enemies, items)
  • Epic 3: Progression (unlocks, upgrades)
  • Epic 4: Polish (VFX, audio, UI)

Example: Level 3 GDD for Roguelike Card Game

Core Concept:

  • High Concept: Slay the Spire meets Hades with emotional narrative
  • Elevator Pitch: Roguelike card battler where you play as emotions fighting inner demons
  • Design Pillars: Strategic depth, emotional resonance, replayability

Gameplay:

  • Core Loop: Draw cards → Play cards → Resolve combat → Choose path → Repeat
  • Progression: Unlock new cards, characters, and story branches
  • Run Length: 45-60 minutes per run

Content Scope:

  • 3 playable characters (Anger, Fear, Joy)
  • 120 cards total (40 per character)
  • 50 enemy types
  • 10 bosses
  • 4 zones (acts)

Epic Breakdown:

  1. Epic 1: Core Combat (8 stories)
    • P0: Card playing and resolution
    • P0: Enemy AI
    • P1: Card effects and combos
  2. Epic 2: Meta Progression (6 stories)
    • P0: Unlock system
    • P1: Character progression
  3. Epic 3: Content (12 stories)
    • P1: Character 1 (Anger) complete
    • P1: Character 2 (Fear) complete
    • P2: Character 3 (Joy) complete

Estimated Timeline: 12 months with 3-person team

  • game-brief (Phase 1) - Strategic input
  • narrative (Phase 2) - If story-heavy game
  • architecture (Phase 3) - Technical design

narrative (Narrative Design)

Purpose

Story-driven design workflow for games and experiences where narrative is central. Creates comprehensive narrative documentation including story structure, character arcs, dialogue systems, and narrative implementation guidance.

Agent: PM (Narrative Designer persona) + Creative Problem Solver (CIS) Phase: 2 (Planning) Project Levels: 2-4 (story-driven projects) Typical Duration:

  • Level 2: 2-4 hours (Linear narrative)
  • Level 3: 4-6 hours (Branching narrative)
  • Level 4: 6-10 hours (Complex branching with multiple arcs)

When to Use

  • Story is central to the experience
  • Branching narrative with player choices
  • Character-driven games
  • Visual novels, adventure games, RPGs
  • Interactive fiction

When to combine with GDD:

  1. Run narrative workflow first (get story structure)
  2. Then run gdd workflow (integrate story with gameplay)

Process Overview

Phase 1: Story Foundation (Steps 1-4)

  • Story premise and themes
  • Setting and world-building
  • Narrative structure (linear, branching, open)
  • Tone and emotional beats

Phase 2: Character Development (Steps 5-7)

  • Protagonist and supporting cast
  • Character arcs and motivations
  • Relationships and dynamics

Phase 3: Story Structure (Steps 8-11)

  • Act breakdown (3-act, 5-act, hero's journey)
  • Key narrative beats
  • Choice points and consequences
  • Branching paths (if applicable)

Phase 4: Dialogue and Implementation (Steps 12-15)

  • Dialogue system design
  • Voice and writing style
  • Narrative implementation approach
  • Asset requirements (VO, cutscenes, etc.)

Phase 5: Integration Planning (Step 16)

  • How narrative integrates with gameplay
  • Pacing and player agency
  • Narrative-gameplay harmony

Inputs

Optional:

  • Story outlines or treatments
  • Character sketches
  • World-building documents
  • Reference stories

Outputs

Primary Output: narrative-design-{project-name}-{date}.md

Document Structure:

  1. Narrative Overview
    • Premise
    • Themes
    • Tone
  2. Story Structure
    • Act breakdown
    • Key beats
    • Branching diagram (if applicable)
  3. Characters
    • Character profiles
    • Arcs
    • Relationships
  4. World-Building
    • Setting
    • Lore
    • History
  5. Dialogue System
    • Dialogue structure
    • Choice mechanics
    • Consequence tracking
  6. Implementation Guide
    • Narrative assets needed
    • Integration with gameplay
    • Technical requirements
  7. Narrative Content Scope
    • Total word count
    • Number of scenes/beats
    • Number of endings (if branching)
    • VO line count (if voiced)

Example: Level 3 Narrative for Choice-Driven RPG

Story Premise: You play as a wandering medic in a post-apocalyptic world where healing is outlawed. Each patient you treat changes the world.

Structure:

  • 3 acts, 12 chapters
  • 5 major choice points with persistent consequences
  • 3 possible endings (altruistic, pragmatic, corrupted)

Characters:

  • Protagonist: Dr. Elara Chen (complex moral compass)
  • Antagonist: The Overseer (believes healing prolongs suffering)
  • Supporting: 8 recurring characters

Branching:

Chapter 1 → Choice: Save child or save supplies
  ├─ Save child → Village trusts you (Path A)
  └─ Save supplies → Village fears you (Path B)

Chapter 5 → Paths converge, new choice: Reveal or hide ability
  ├─ Reveal → Public hero route
  └─ Hide → Underground resistance route

Implementation:

  • Total word count: ~60,000 words
  • 40 narrative scenes
  • 15 hours of gameplay
  • 200+ dialogue nodes
  • Optional VO (2,000 lines)

Epic Breakdown:

  1. Epic 1: Act 1 Narrative (6 stories)
  2. Epic 2: Act 2 Narrative (8 stories)
  3. Epic 3: Act 3 Narrative (7 stories)
  4. Epic 4: Branching Implementation (5 stories)
  • gdd (Phase 2) - Combine narrative with gameplay
  • ux (Phase 2) - Narrative UI/UX design

ux (UX-First Design)

Purpose

UX specification workflow for projects where user experience is the primary differentiator or innovation area. Facilitates visual exploration and informed decision-making rather than template-driven design.

Agent: UX Designer Phase: 2 (Planning) Project Levels: 2-4 (UX-heavy projects) Typical Duration:

  • Level 2: 2-3 hours (Single feature UX)
  • Level 3: 4-5 hours (Multi-screen experience)
  • Level 4: 6-8 hours (Platform-wide UX system)

When to Use

  • UX is the primary competitive advantage
  • Complex user workflows needing design thinking
  • Innovative interaction patterns
  • Design system creation
  • Accessibility-critical experiences

When NOT to use:

  • Standard CRUD interfaces → Use prd
  • Gameplay-first games → Use gdd
  • Backend-focused APIs → Use tech-spec

Collaborative UX Design Approach

This is NOT a template filler. The UX workflow facilitates:

  1. Visual Exploration: Generate multiple design options
  2. Informed Decisions: Evaluate options with user needs
  3. Collaborative Design: Work with AI to refine iteratively
  4. Living Documentation: UX spec evolves with project

Process Overview

Phase 1: UX Foundation (Steps 1-4)

  • User research and personas
  • User journeys and workflows
  • Pain points and opportunities
  • UX principles and goals

Phase 2: Design Exploration (Steps 5-8)

  • Generate multiple design directions
  • Wireframes and mockups
  • Interaction patterns
  • Visual design options

Phase 3: Design Refinement (Steps 9-12)

  • Collaborative iteration
  • Accessibility validation
  • Responsive design considerations
  • Component library definition

Phase 4: Specification (Steps 13-15)

  • Detailed interaction specs
  • Design system documentation
  • Handoff to development
  • Epic breakdown with UX stories

Inputs

Optional:

  • User research data
  • Analytics and heatmaps
  • Competitor UX analysis
  • Brand guidelines
  • Accessibility requirements

Outputs

Primary Output: ux-spec-{project-name}-{date}.md

Document Structure:

  1. UX Vision and Principles
  2. User Research Summary
  3. User Journeys
  4. Information Architecture
  5. Wireframes and Mockups
  6. Interaction Specifications
    • Screen-by-screen flows
    • Micro-interactions
    • Error states
    • Loading states
  7. Design System
    • Components
    • Patterns
    • Tokens (colors, typography, spacing)
  8. Accessibility Requirements
  9. Responsive Behavior
  10. Epic Breakdown (UX Stories)

Example: Level 3 UX Spec for Dashboard Redesign

UX Vision: "Information at a glance with progressive disclosure"

User Journey:

  1. User lands on dashboard
  2. Scans key metrics (glanceable)
  3. Drills into details (progressive disclosure)
  4. Takes action (in-context controls)

Wireframes Generated:

  • Option A: Card-based layout (familiar, modular)
  • Option B: Single-column feed (mobile-first)
  • Option C: Split-pane (power user)

Decision: Option A (card-based) with Option C (split-pane) for power users via toggle

Design System:

  • 5 card components (metric, chart, table, activity, action)
  • 12 color tokens (accessible contrast ratios)
  • Responsive grid (12-column)

Epic Breakdown:

  1. Epic 1: Core Layout (4 stories)
    • P0: Responsive grid system
    • P0: Card component library
  2. Epic 2: Data Visualization (6 stories)
    • P1: Chart components
    • P1: Real-time updates
  3. Epic 3: Accessibility (3 stories)
    • P0: Keyboard navigation
    • P1: Screen reader support
  • prd (Phase 2) - UX spec feeds feature requirements
  • architecture (Phase 3) - Frontend architecture decisions

Decision Guide: Which Planning Workflow?

Let the workflow discover your needs and route appropriately.

Direct Workflow Selection (Advanced)

For bug fixes or single changes:tech-spec (Quick Spec Flow)

For software products (Levels 2-4):prd

For games (Levels 2-4):gdd (if gameplay-first) → narrative + gdd (if story-first)

For story-driven experiences (non-games):narrative + prd

For UX-first projects:ux + prd


Integration with Phase 3 (Solutioning)

Planning workflows produce requirements that feed into Solutioning:

Planning Output Solutioning Input
PRD.md architecture workflow (Level 3-4)
epics.md tech-spec workflow (Level 3-4)
GDD.md architecture workflow (game tech)
narrative-design.md architecture (narrative systems)
ux-spec.md architecture (frontend design)
tech-spec.md (Quick) dev-story (Level 0-1)

Key Decision Point:

  • Levels 0-1: Skip Solutioning, go directly to Phase 4 (Implementation)
  • Levels 2: Optional Solutioning (simple architecture)
  • Levels 3-4: Required Solutioning (architecture + tech-spec)

See: workflows-solutioning.md


Best Practices for Phase 2

1. Always Start with plan-project

Unless you're absolutely certain which workflow you need, use the entry point. It will save time and ensure you get the right level of detail.

2. Level Honestly

Don't over-plan simple features or under-plan complex initiatives. Be honest about project complexity.

3. Iterate on Requirements

Planning documents are living. You can refine PRDs/GDDs as you learn more during Solutioning and Implementation.

4. Involve Stakeholders Early

Review PRDs/GDDs with stakeholders before proceeding to Solutioning. Catch misalignment early.

5. Focus on "What" Not "How"

Planning defines what to build and why. Leave how (technical design) to Phase 3 (Solutioning).


Common Anti-Patterns

Skipping Planning

"We'll just start coding and figure it out." → Result: Scope creep, rework, missed requirements

Over-Planning Simple Changes

"Let me write a 20-page PRD for this button color change." → Result: Wasted time, analysis paralysis

Planning Without Discovery

"I already know what I want, skip the questions." → Result: Solving wrong problem, missing opportunities

Treating PRD as Immutable

"The PRD is locked, no changes allowed." → Result: Ignoring new information, rigid planning

Correct Approach

  • Use scale-adaptive planning (right level for complexity)
  • Involve stakeholders in review
  • Iterate as you learn
  • Keep planning docs living and updated

Summary

Phase 2 Planning workflows transform vision into actionable requirements:

Input Planning Workflow Output
Product idea prd PRD + Epics
Game concept gdd GDD + Epics
Story idea narrative Narrative Design
UX innovation ux UX Specification
Bug/simple change tech-spec Quick Spec

Key Takeaway: Planning is required for all projects, but the depth adapts to project complexity. Trust the scale-adaptive system to guide the right level of detail.

Next Phase: Solutioning (Phase 3) - Technical architecture and detailed specifications

See: workflows-solutioning.md