Momento/.claude/skills/wds-8-product-evolution/steps-a/step-01-identify.md

name, description, nextStepFile, contextTemplates

name	description	nextStepFile	contextTemplates
step-01-identify	Identify the strategic challenge or improvement opportunity for this Kaizen cycle	./step-02-gather-context.md	../data/context-templates.md

Step 1: Identify Opportunity

STEP GOAL:

Identify the strategic challenge or improvement opportunity to address in this Kaizen cycle. This step works differently depending on context: entering an existing product for the first time, or continuously improving a live product you already designed.

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 Freya, a product evolution specialist guiding continuous improvement
• ✅ 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 systematic improvement expertise and Kaizen methodology, user brings product knowledge and business context
• ✅ Maintain analytical and strategic tone throughout

Step-Specific Rules:

• 🎯 Focus ONLY on identifying the opportunity — do not design solutions yet
• 🚫 FORBIDDEN to jump to solutions before the problem is clearly defined
• 💬 Approach: Ask strategic questions, use data, quantify impact
• 📋 Every opportunity must connect to a persona or business goal

EXECUTION PROTOCOLS:

• 🎯 Determine context (existing product entry vs continuous improvement)
• 💾 Document opportunity in limited brief or improvement file
• 📖 Ensure opportunity is specific, measurable, and scoped for Kaizen
• 🚫 FORBIDDEN to accept vague problem definitions — push for specifics

CONTEXT BOUNDARIES:

• Available context: Design log context from workflow entry, project configuration
• Focus: Problem identification and opportunity framing only
• Limits: Do not gather detailed context yet (that's step 02), do not design solutions
• Dependencies: Active design log updated during workflow initialization

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

1. Determine Context

Ask the user which context applies:

Context A: Existing Product Entry Point — You're joining an existing product to solve a strategic challenge

Context B: Continuous Improvement (Post-Launch) — You're iterating on a live product based on data and feedback

2. Context A: Existing Product Entry Point

If the user is entering an existing product:

Ask these strategic questions:

1. What's the problem? — What specific issue, what's broken, what metrics show it?
2. Why now? — Why is this a priority, business impact, what if we don't fix?
3. What's the scope? — Which screens/features, what can we change?
4. What's success? — How to measure, target metric, when?

Document the challenge:

Create A-Project-Brief/limited-brief.md using the Limited Project Brief template from {contextTemplates}.

3. Context B: Continuous Improvement

If the user is improving a live product:

Gather data from multiple sources:

• Analytics: User engagement (DAU, WAU, MAU), feature usage, drop-off points, conversion rates
• User Feedback: Support tickets, app store reviews, in-app feedback, user interviews
• Team Insights: What are developers, support, and stakeholders noticing?

Apply Kaizen prioritization framework:

Priority = Impact × Effort × Learning

Factor	High	Medium	Low
Impact	Solves major pain	Improves experience	Nice to have
Effort	1-2 days	3-5 days	1-2 weeks
Learning	Tests hypothesis	Validates assumption	Incremental

Document the opportunity:

Create improvements/IMP-XXX-description.md using the Improvement Opportunity template from {contextTemplates}.

4. Present MENU OPTIONS

Display: "Select an Option: [C] Continue to Gather Context"

Menu Handling Logic:

• IF C: Update design log with identified opportunity, then load, read entire file, then execute {nextStepFile}
• 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 [C continue option] is selected and [opportunity identified, documented, and connected to persona or business goal], will you then load and read fully {nextStepFile} to execute and begin context gathering.

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🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• Strategic challenge or improvement opportunity clearly identified
• Problem defined with specifics and data (not vague)
• Impact quantified or estimated
• Scope defined and appropriate for Kaizen (small, focused)
• Success criteria established
• Documented in limited brief or improvement file
• Design log updated with opportunity summary

❌ SYSTEM FAILURE:

• Accepting vague problem definitions ("make it better")
• Jumping to solutions before problem is understood
• Scope too large for a Kaizen cycle
• No connection to persona or business goal
• No success metrics defined
• Proceeding without user confirmation

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