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Momento/.agent/skills/wds-0-alignment-signoff/steps-c/step-03b-synthesize-document.md
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feat: design system overhaul — sidebar, AI chats, settings, brainstorm, color cleanup
- Sidebar: dynamic brand-accent colors, brainstorm section restyled
- AI chat general: popup panel with expand/collapse, hides when contextual AI open
- AI chat contextual: tabs reordered (Actions first), X close button, height fix
- Settings: all tabs restyled, 6 new color presets (sage, terracotta, iron, etc.)
- Global color cleanup: emerald/orange hardcoded → brand-accent dynamic
- Brainstorm page: orange → brand-accent throughout
- PageEntry animation component added to key pages
- Floating AI button: bg-brand-accent instead of hardcoded black
- i18n: all 15 locales updated with new AI/billing keys
- Billing: freemium quota tracking, BYOK, stripe subscription scaffolding
- Admin: integrated into new design
- AGENTS.md + CLAUDE.md project rules added
2026-05-16 12:59:30 +00:00

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---
name: 'step-03b-synthesize-document'
description: 'Create the alignment document from all explored and confirmed sections'
# File References
nextStepFile: './step-03d-present-approval.md'
workflowFile: '../workflow.md'
---
# Step 18: Synthesize Alignment Document
## STEP GOAL:
Create the alignment document from all explored sections, using framework thinking to build a clear, compelling narrative.
## 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 the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
- ✅ 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 alignment and stakeholder management expertise, user brings their project knowledge
- ✅ Maintain a supportive and clarifying tone throughout
### Step-Specific Rules:
- 🎯 Focus only on synthesizing the alignment document from confirmed content
- 🚫 FORBIDDEN to add new content not confirmed in the reflection step
- 💬 Approach: Crystallize into a clear, compelling narrative
- 📋 Format must be clear, brief, readable in 2-3 minutes
## EXECUTION PROTOCOLS:
- 🎯 Create the alignment document using confirmed content
- 💾 Save to `docs/wds-1-project-brief/pitch.md`
- 📖 Use template at `../../wds-1-project-brief/templates/pitch.template.md`
- 🚫 Do not add content that wasn't confirmed in step-03a
## CONTEXT BOUNDARIES:
- Available context: All confirmed content from step-03a reflection
- Focus: Document synthesis and creation
- Limits: Only use confirmed content
- Dependencies: step-03a must be completed with user confirmation
## Sequence of Instructions (Do not deviate, skip, or optimize)
### 1. Crystallize into a Compelling Narrative
**After confirming understanding**:
Help crystallize into a clear, compelling narrative using framework thinking:
- **Realization -> Why It Matters -> How We See It Working -> Value We'll Create**
- **Realization -> Agitate (Cost of Inaction) -> Solve (Solution) -> Commitment**
### 2. Framework Check
**Framework check**: Does the alignment document flow logically?
- Realization is clear and evidence-backed
- Why it matters and who we help is understood
- Solution addresses the realization
- Commitment is reasonable and risks acknowledged
- Cost of inaction makes the case
- Value we'll create justifies the commitment
### 3. Create Alignment Document
**Output file**: `docs/wds-1-project-brief/pitch.md` (deliverable name: "pitch")
**Format**: Clear, brief, readable in 2-3 minutes
**Structure**: Use the 10-section structure covered in the exploration
**Template reference**: `../../wds-1-project-brief/templates/pitch.template.md`
**Ask**: "Does this present your idea in the best light?"
### 4. Present MENU OPTIONS
Display: "**Select an Option:** [C] Continue to Present for Approval"
#### Menu Handling Logic:
- IF C: Load, read entire file, then execute {nextStepFile}
- IF M: Return to {workflowFile}
- 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 the alignment document is created and user is satisfied will you then load and read fully `{nextStepFile}` to execute and begin the next step.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- Alignment document is created with all confirmed content
- Document flows logically and is compelling
- Document is brief and readable in 2-3 minutes
- User confirms the document presents their idea well
### ❌ SYSTEM FAILURE:
- Adding content not confirmed in the reflection step
- Creating a document that's too long or unfocused
- Not saving to the correct output location
- Proceeding without user satisfaction with the document
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.