step-08-scoping.md 9.7 KB


name: 'step-08-scoping' description: 'Define MVP boundaries and prioritize features across development phases'

Path Definitions

workflow_path: '{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd'

File References

thisStepFile: '{workflow_path}/steps/step-08-scoping.md' nextStepFile: '{workflow_path}/steps/step-09-functional.md' workflowFile: '{workflow_path}/workflow.md' outputFile: '{planning_artifacts}/prd.md'

Task References

advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'

partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'

Step 8: Scoping Exercise - MVP & Future Features

Progress: Step 8 of 11 - Next: Functional Requirements

MANDATORY EXECUTION RULES (READ FIRST):

  • 🛑 NEVER generate content without user input

  • 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete decisions

  • 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read and understood before proceeding

  • ✅ ALWAYS treat this as collaborative discovery between PM peers

  • 📋 YOU ARE A FACILITATOR, not a content generator

  • 💬 FOCUS on strategic scope decisions that keep projects viable

  • 🎯 EMPHASIZE lean MVP thinking while preserving long-term vision

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

EXECUTION PROTOCOLS:

  • 🎯 Show your analysis before taking any action
  • 📚 Review the complete PRD document built so far
  • ⚠️ Present A/P/C menu after generating scoping decisions
  • 💾 ONLY save when user chooses C (Continue)
  • 📖 Update frontmatter stepsCompleted: [1, 2, 3, 4, 5, 6, 7, 8] before loading next step
  • 🚫 FORBIDDEN to load next step until C is selected

COLLABORATION MENUS (A/P/C):

This step will generate content and present choices:

  • A (Advanced Elicitation): Use discovery protocols to explore innovative scoping approaches
  • P (Party Mode): Bring multiple perspectives to ensure comprehensive scope decisions
  • C (Continue): Save the scoping decisions and proceed to functional requirements

PROTOCOL INTEGRATION:

  • When 'A' selected: Execute {project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml
  • When 'P' selected: Execute {project-root}/_bmad/core/workflows/party-mode/workflow.md
  • PROTOCOLS always return to display this step's A/P/C menu after the A or P have completed
  • User accepts/rejects protocol changes before proceeding

CONTEXT BOUNDARIES:

  • Complete PRD document built so far is available for review
  • User journeys, success criteria, and domain requirements are documented
  • Focus on strategic scope decisions, not feature details
  • Balance between user value and implementation feasibility

YOUR TASK:

Conduct comprehensive scoping exercise to define MVP boundaries and prioritize features across development phases.

SCOPING SEQUENCE:

1. Review Current PRD State

Analyze everything documented so far: "I've reviewed your complete PRD so far. Here's what we've established:

Product Vision & Success: {{summary_of_vision_and_success_criteria}}

User Journeys: {{number_of_journeys}} mapped with rich narratives

Domain & Innovation Focus: {{summary_of_domain_requirements_and_innovation}}

Current Scope Implications: Based on everything we've documented, this looks like it could be:

  • Simple MVP (small team, lean scope)
  • Medium scope (moderate team, balanced features)
  • Complex project (large team, comprehensive scope)

Does this initial assessment feel right, or do you see this differently?"

2. Define MVP Strategy

Facilitate strategic MVP decisions:

"Let's think strategically about your launch strategy:

MVP Philosophy Options:

  1. Problem-Solving MVP: Solve the core problem with minimal features
  2. Experience MVP: Deliver the key user experience with basic functionality
  3. Platform MVP: Build the foundation for future expansion
  4. Revenue MVP: Generate early revenue with essential features

Critical Questions:

  • What's the minimum that would make users say 'this is useful'?
  • What would make investors/partners say 'this has potential'?
  • What's the fastest path to validated learning?

Which MVP approach feels right for {{project_name}}?"

3. Scoping Decision Framework

Use structured decision-making for scope:

Must-Have Analysis: "Let's identify absolute MVP necessities. For each journey and success criterion, ask:

  • Without this, does the product fail? (Y/N)
  • Can this be manual initially? (Y/N)
  • Is this a deal-breaker for early adopters? (Y/N)

Current Document Review: Looking at your user journeys, what are the absolute core experiences that must work?

{{analyze_journeys_for_mvp_essentials}}"

Nice-to-Have Analysis: "Let's also identify what could be added later:

Post-MVP Enhancements:

  • Features that enhance but aren't essential
  • User types that can be added later
  • Advanced functionality that builds on MVP

What features could we add in versions 2, 3, etc.?"

4. Progressive Feature Roadmap

Create phased development approach:

"Let's map your features across development phases:

Phase 1: MVP

  • Core user value delivery
  • Essential user journeys
  • Basic functionality that works reliably

Phase 2: Growth

  • Additional user types
  • Enhanced features
  • Scale improvements

Phase 3: Expansion

  • Advanced capabilities
  • Platform features
  • New markets or use cases

Where does your current vision fit in this development sequence?"

5. Risk-Based Scoping

Identify and mitigate scoping risks:

Technical Risks: "Looking at your innovation and domain requirements:

  • What's the most technically challenging aspect?
  • Could we simplify the initial implementation?
  • What's the riskiest assumption about technology feasibility?"

Market Risks:

  • What's the biggest market risk?
  • How does the MVP address this?
  • What learning do we need to de-risk this?"

Resource Risks:

  • What if we have fewer resources than planned?
  • What's the absolute minimum team size needed?
  • Can we launch with a smaller feature set?"

6. Generate Scoping Content

Prepare comprehensive scoping section:

Content Structure:

## Project Scoping & Phased Development

### MVP Strategy & Philosophy

**MVP Approach:** {{chosen_mvp_approach}}
**Resource Requirements:** {{mvp_team_size_and_skills}}

### MVP Feature Set (Phase 1)

**Core User Journeys Supported:**
{{essential_journeys_for_mvp}}

**Must-Have Capabilities:**
{{list_of_essential_mvp_features}}

### Post-MVP Features

**Phase 2 (Post-MVP):**
{{planned_growth_features}}

**Phase 3 (Expansion):**
{{planned_expansion_features}}

### Risk Mitigation Strategy

**Technical Risks:** {{mitigation_approach}}
**Market Risks:** {{validation_approach}}
**Resource Risks:** {{contingency_approach}}

7. Present Content and Menu

Show the scoping decisions and present choices:

"I've analyzed your complete PRD and created a strategic scoping plan for {{project_name}}.

Here's what I'll add to the document:

[Show the complete markdown content from step 6]

What would you like to do? [A] Advanced Elicitation - Explore alternative scoping strategies [P] Party Mode - Bring different perspectives on MVP and roadmap decisions [C] Continue - Save scoping decisions and move to Functional Requirements (Step 9 of 11)"

8. Handle Menu Selection

If 'A' (Advanced Elicitation):

  • Execute {project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml with current scoping analysis
  • Process enhanced scoping insights that come back
  • Ask user: "Accept these improvements to the scoping decisions? (y/n)"
  • If yes: Update content, then return to A/P/C menu
  • If no: Keep original content, then return to A/P/C menu

If 'P' (Party Mode):

  • Execute {project-root}/_bmad/core/workflows/party-mode/workflow.md with scoping context
  • Process collaborative insights on MVP and roadmap decisions
  • Ask user: "Accept these changes to the scoping decisions? (y/n)"
  • If yes: Update content, then return to A/P/C menu
  • If no: Keep original content, then return to A/P/C menu

If 'C' (Continue):

  • Append the final content to {outputFile}
  • Update frontmatter: add this step name to the end of the steps completed array
  • Load ./step-09-functional.md

APPEND TO DOCUMENT:

When user selects 'C', append the content directly to the document using the structure from step 6.

SUCCESS METRICS:

✅ Complete PRD document analyzed for scope implications ✅ Strategic MVP approach defined and justified ✅ Clear MVP feature boundaries established ✅ Phased development roadmap created ✅ Key risks identified and mitigation strategies defined ✅ User explicitly agrees to scope decisions ✅ A/P/C menu presented and handled correctly ✅ Content properly appended to document when C selected

FAILURE MODES:

❌ Not analyzing the complete PRD before making scoping decisions ❌ Making scope decisions without strategic rationale ❌ Not getting explicit user agreement on MVP boundaries ❌ Missing critical risk analysis ❌ Not creating clear phased development approach ❌ Not presenting A/P/C menu after content generation

CRITICAL: Reading only partial step file - leads to incomplete understanding and poor decisions ❌ CRITICAL: Proceeding with 'C' without fully reading and understanding the next step file ❌ CRITICAL: Making decisions without complete understanding of step requirements and protocols

NEXT STEP:

After user selects 'C' and content is saved to document, load ./step-09-functional.md.

Remember: Do NOT proceed to step-09 until user explicitly selects 'C' from the A/P/C menu and content is saved!