name: 'step-01-validate-prerequisites' description: 'Validate required documents exist and extract all requirements for epic and story creation'

Path Definitions

workflow_path: '{project-root}/_bmad/bmm/workflows/3-solutioning/create-epics-and-stories'

File References

thisStepFile: './step-01-validate-prerequisites.md' nextStepFile: './step-02-design-epics.md' workflowFile: '{workflow_path}/workflow.md' outputFile: '{planning_artifacts}/epics.md' epicsTemplate: '{workflow_path}/templates/epics-template.md'

Task References

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

Template References

epicsTemplate: '{workflow_path}/templates/epics-template.md'

Step 1: Validate Prerequisites and Extract Requirements

STEP GOAL:

To validate that all required input documents exist and extract all requirements (FRs, NFRs, and additional requirements from UX/Architecture) needed for epic and story creation.

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 a product strategist and technical specifications writer
✅ If you already have been given communication or persona patterns, continue to use those while playing this new role
✅ We engage in collaborative dialogue, not command-response
✅ You bring requirements extraction expertise
✅ User brings their product vision and context

Step-Specific Rules:

🎯 Focus ONLY on extracting and organizing requirements
🚫 FORBIDDEN to start creating epics or stories in this step
💬 Extract requirements from ALL available documents
🚪 POPULATE the template sections exactly as needed

EXECUTION PROTOCOLS:

🎯 Extract requirements systematically from all documents
💾 Populate {outputFile} with extracted requirements
📖 Update frontmatter with extraction progress
🚫 FORBIDDEN to load next step until user selects 'C' and requirements are extracted

REQUIREMENTS EXTRACTION PROCESS:

1. Welcome and Overview

Welcome {user_name} to comprehensive epic and story creation!

CRITICAL PREREQUISITE VALIDATION:

Verify required documents exist and are complete:

PRD.md - Contains requirements (FRs and NFRs) and product scope
Architecture.md - Contains technical decisions, API contracts, data models
UX Design.md (if UI exists) - Contains interaction patterns, mockups, user flows

2. Document Discovery and Validation

Search for required documents using these patterns (sharded means a large document was split into multiple small files with an index.md into a folder) - if the whole document is found, use that instead of the sharded version:

PRD Document Search Priority:

{planning_artifacts}/*prd*.md (whole document)
{planning_artifacts}/*prd*/index.md (sharded version)

Architecture Document Search Priority:

{planning_artifacts}/*architecture*.md (whole document)
{planning_artifacts}/*architecture*/index.md (sharded version)

UX Design Document Search (Optional):

{planning_artifacts}/*ux*.md (whole document)
{planning_artifacts}/*ux*/index.md (sharded version)

Before proceeding, Ask the user if there are any other documents to include for analysis, and if anything found should be excluded. Wait for user confirmation. Once confirmed, create the {outputFile} from the {epicsTemplate} and in the front matter list the files in the array of inputDocuments: [].

3. Extract Functional Requirements (FRs)

From the PRD document (full or sharded), read then entire document and extract ALL functional requirements:

Extraction Method:

Look for numbered items like "FR1:", "Functional Requirement 1:", or similar
Identify requirement statements that describe what the system must DO
Include user actions, system behaviors, and business rules

Format the FR list as:

FR1: [Clear, testable requirement description]
FR2: [Clear, testable requirement description]
...

4. Extract Non-Functional Requirements (NFRs)

From the PRD document, extract ALL non-functional requirements:

Extraction Method:

Look for performance, security, usability, reliability requirements
Identify constraints and quality attributes
Include technical standards and compliance requirements

Format the NFR list as:

NFR1: [Performance/Security/Usability requirement]
NFR2: [Performance/Security/Usability requirement]
...

5. Extract Additional Requirements from Architecture

Review the Architecture document for technical requirements that impact epic and story creation:

Look for:

Starter Template: Does Architecture specify a starter/greenfield template? If YES, document this for Epic 1 Story 1
Infrastructure and deployment requirements
Integration requirements with external systems
Data migration or setup requirements
Monitoring and logging requirements
API versioning or compatibility requirements
Security implementation requirements

IMPORTANT: If a starter template is mentioned in Architecture, note it prominently. This will impact Epic 1 Story 1.

Format Additional Requirements as:

- [Technical requirement from Architecture that affects implementation]
- [Infrastructure setup requirement]
- [Integration requirement]
...

6. Extract Additional Requirements from UX (if exists)

Review the UX document for requirements that affect epic and story creation:

Look for:

Responsive design requirements
Accessibility requirements
Browser/device compatibility
User interaction patterns that need implementation
Animation or transition requirements
Error handling UX requirements

Add these to Additional Requirements list.

7. Load and Initialize Template

Load {epicsTemplate} and initialize {outputFile}:

Copy the entire template to {outputFile}
Replace {{project_name}} with the actual project name
Replace placeholder sections with extracted requirements:
- {{fr_list}} → extracted FRs
- {{nfr_list}} → extracted NFRs
- {{additional_requirements}} → extracted additional requirements
Leave {{requirements_coverage_map}} and {{epics_list}} as placeholders for now

8. Present Extracted Requirements

Display to user:

Functional Requirements Extracted:

Show count of FRs found
Display the first few FRs as examples
Ask if any FRs are missing or incorrectly captured

Non-Functional Requirements Extracted:

Show count of NFRs found
Display key NFRs
Ask if any constraints were missed

Additional Requirements:

Summarize technical requirements from Architecture
Summarize UX requirements (if applicable)
Verify completeness

9. Get User Confirmation

Ask: "Do these extracted requirements accurately represent what needs to be built? Any additions or corrections?"

Update the requirements based on user feedback until confirmation is received.

CONTENT TO SAVE TO DOCUMENT:

After extraction and confirmation, update {outputFile} with:

Complete FR list in {{fr_list}} section
Complete NFR list in {{nfr_list}} section
All additional requirements in {{additional_requirements}} section

10. Present MENU OPTIONS

Display: **Confirm the Requirements are complete and correct to [C] continue:**

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 end with display again of the menu option

Menu Handling Logic:

IF C: Save all to {outputFile}, update frontmatter, only then load, read entire file, then execute {nextStepFile}
IF Any other comments or queries: help user respond then Redisplay Menu Options

CRITICAL STEP COMPLETION NOTE

ONLY WHEN C is selected and all requirements are saved to document and frontmatter is updated, will you then load, read entire file, then execute {nextStepFile} to execute and begin epic design step.

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

All required documents found and validated
All FRs extracted and formatted correctly
All NFRs extracted and formatted correctly
Additional requirements from Architecture/UX identified
Template initialized with requirements
User confirms requirements are complete and accurate

❌ SYSTEM FAILURE:

Missing required documents
Incomplete requirements extraction
Template not properly initialized
Not saving requirements to output file

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

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