mini-starter/.bmad-core/templates/market-research-tmpl.yaml

# <!-- Powered by BMAD™ Core -->
template:
  id: market-research-template-v2
  name: Market Research Report
  version: 2.0
  output:
    format: markdown
    filename: docs/market-research.md
    title: "Market Research Report: {{project_product_name}}"

workflow:
  mode: interactive
  elicitation: advanced-elicitation
  custom_elicitation:
    title: "Market Research Elicitation Actions"
    options:
      - "Expand market sizing calculations with sensitivity analysis"
      - "Deep dive into a specific customer segment"
      - "Analyze an emerging market trend in detail"
      - "Compare this market to an analogous market"
      - "Stress test market assumptions"
      - "Explore adjacent market opportunities"
      - "Challenge market definition and boundaries"
      - "Generate strategic scenarios (best/base/worst case)"
      - "If only we had considered [X market factor]..."
      - "Proceed to next section"

sections:
  - id: executive-summary
    title: Executive Summary
    instruction: Provide a high-level overview of key findings, market opportunity assessment, and strategic recommendations. Write this section LAST after completing all other sections.

  - id: research-objectives
    title: Research Objectives & Methodology
    instruction: This template guides the creation of a comprehensive market research report. Begin by understanding what market insights the user needs and why. Work through each section systematically, using the appropriate analytical frameworks based on the research objectives.
    sections:
      - id: objectives
        title: Research Objectives
        instruction: |
          List the primary objectives of this market research:
          - What decisions will this research inform?
          - What specific questions need to be answered?
          - What are the success criteria for this research?
      - id: methodology
        title: Research Methodology
        instruction: |
          Describe the research approach:
          - Data sources used (primary/secondary)
          - Analysis frameworks applied
          - Data collection timeframe
          - Limitations and assumptions

  - id: market-overview
    title: Market Overview
    sections:
      - id: market-definition
        title: Market Definition
        instruction: |
          Define the market being analyzed:
          - Product/service category
          - Geographic scope
          - Customer segments included
          - Value chain position
      - id: market-size-growth
        title: Market Size & Growth
        instruction: |
          Guide through TAM, SAM, SOM calculations with clear assumptions. Use one or more approaches:
          - Top-down: Start with industry data, narrow down
          - Bottom-up: Build from customer/unit economics
          - Value theory: Based on value provided vs. alternatives
        sections:
          - id: tam
            title: Total Addressable Market (TAM)
            instruction: Calculate and explain the total market opportunity
          - id: sam
            title: Serviceable Addressable Market (SAM)
            instruction: Define the portion of TAM you can realistically reach
          - id: som
            title: Serviceable Obtainable Market (SOM)
            instruction: Estimate the portion you can realistically capture
      - id: market-trends
        title: Market Trends & Drivers
        instruction: Analyze key trends shaping the market using appropriate frameworks like PESTEL
        sections:
          - id: key-trends
            title: Key Market Trends
            instruction: |
              List and explain 3-5 major trends:
              - Trend 1: Description and impact
              - Trend 2: Description and impact
              - etc.
          - id: growth-drivers
            title: Growth Drivers
            instruction: Identify primary factors driving market growth
          - id: market-inhibitors
            title: Market Inhibitors
            instruction: Identify factors constraining market growth

  - id: customer-analysis
    title: Customer Analysis
    sections:
      - id: segment-profiles
        title: Target Segment Profiles
        instruction: For each segment, create detailed profiles including demographics/firmographics, psychographics, behaviors, needs, and willingness to pay
        repeatable: true
        sections:
          - id: segment
            title: "Segment {{segment_number}}: {{segment_name}}"
            template: |
              - **Description:** {{brief_overview}}
              - **Size:** {{number_of_customers_market_value}}
              - **Characteristics:** {{key_demographics_firmographics}}
              - **Needs & Pain Points:** {{primary_problems}}
              - **Buying Process:** {{purchasing_decisions}}
              - **Willingness to Pay:** {{price_sensitivity}}
      - id: jobs-to-be-done
        title: Jobs-to-be-Done Analysis
        instruction: Uncover what customers are really trying to accomplish
        sections:
          - id: functional-jobs
            title: Functional Jobs
            instruction: List practical tasks and objectives customers need to complete
          - id: emotional-jobs
            title: Emotional Jobs
            instruction: Describe feelings and perceptions customers seek
          - id: social-jobs
            title: Social Jobs
            instruction: Explain how customers want to be perceived by others
      - id: customer-journey
        title: Customer Journey Mapping
        instruction: Map the end-to-end customer experience for primary segments
        template: |
          For primary customer segment:

          1. **Awareness:** {{discovery_process}}
          2. **Consideration:** {{evaluation_criteria}}
          3. **Purchase:** {{decision_triggers}}
          4. **Onboarding:** {{initial_expectations}}
          5. **Usage:** {{interaction_patterns}}
          6. **Advocacy:** {{referral_behaviors}}

  - id: competitive-landscape
    title: Competitive Landscape
    sections:
      - id: market-structure
        title: Market Structure
        instruction: |
          Describe the overall competitive environment:
          - Number of competitors
          - Market concentration
          - Competitive intensity
      - id: major-players
        title: Major Players Analysis
        instruction: |
          For top 3-5 competitors:
          - Company name and brief description
          - Market share estimate
          - Key strengths and weaknesses
          - Target customer focus
          - Pricing strategy
      - id: competitive-positioning
        title: Competitive Positioning
        instruction: |
          Analyze how competitors are positioned:
          - Value propositions
          - Differentiation strategies
          - Market gaps and opportunities

  - id: industry-analysis
    title: Industry Analysis
    sections:
      - id: porters-five-forces
        title: Porter's Five Forces Assessment
        instruction: Analyze each force with specific evidence and implications
        sections:
          - id: supplier-power
            title: "Supplier Power: {{power_level}}"
            template: "{{analysis_and_implications}}"
          - id: buyer-power
            title: "Buyer Power: {{power_level}}"
            template: "{{analysis_and_implications}}"
          - id: competitive-rivalry
            title: "Competitive Rivalry: {{intensity_level}}"
            template: "{{analysis_and_implications}}"
          - id: threat-new-entry
            title: "Threat of New Entry: {{threat_level}}"
            template: "{{analysis_and_implications}}"
          - id: threat-substitutes
            title: "Threat of Substitutes: {{threat_level}}"
            template: "{{analysis_and_implications}}"
      - id: adoption-lifecycle
        title: Technology Adoption Lifecycle Stage
        instruction: |
          Identify where the market is in the adoption curve:
          - Current stage and evidence
          - Implications for strategy
          - Expected progression timeline

  - id: opportunity-assessment
    title: Opportunity Assessment
    sections:
      - id: market-opportunities
        title: Market Opportunities
        instruction: Identify specific opportunities based on the analysis
        repeatable: true
        sections:
          - id: opportunity
            title: "Opportunity {{opportunity_number}}: {{name}}"
            template: |
              - **Description:** {{what_is_the_opportunity}}
              - **Size/Potential:** {{quantified_potential}}
              - **Requirements:** {{needed_to_capture}}
              - **Risks:** {{key_challenges}}
      - id: strategic-recommendations
        title: Strategic Recommendations
        sections:
          - id: go-to-market
            title: Go-to-Market Strategy
            instruction: |
              Recommend approach for market entry/expansion:
              - Target segment prioritization
              - Positioning strategy
              - Channel strategy
              - Partnership opportunities
          - id: pricing-strategy
            title: Pricing Strategy
            instruction: |
              Based on willingness to pay analysis and competitive landscape:
              - Recommended pricing model
              - Price points/ranges
              - Value metric
              - Competitive positioning
          - id: risk-mitigation
            title: Risk Mitigation
            instruction: |
              Key risks and mitigation strategies:
              - Market risks
              - Competitive risks
              - Execution risks
              - Regulatory/compliance risks

  - id: appendices
    title: Appendices
    sections:
      - id: data-sources
        title: A. Data Sources
        instruction: List all sources used in the research
      - id: calculations
        title: B. Detailed Calculations
        instruction: Include any complex calculations or models
      - id: additional-analysis
        title: C. Additional Analysis
        instruction: Any supplementary analysis not included in main body