Scope boundaries are implicit from the roadmap. Asking about them creates the sensation of scope creep and interrogates the user about constraints they didn't mention. Co-Authored-By: Claude <noreply@anthropic.com>
141 lines
4.0 KiB
Markdown
141 lines
4.0 KiB
Markdown
# Phase Context Template
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Template for `.planning/phases/XX-name/{phase}-CONTEXT.md` - captures the user's vision for a phase.
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**Purpose:** Document how the user imagines the phase working. This is vision context, not technical analysis. Technical details come from research.
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---
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## File Template
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```markdown
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# Phase [X]: [Name] - Context
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**Gathered:** [date]
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**Status:** [Ready for research / Ready for planning]
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<vision>
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## How This Should Work
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[User's description of how they imagine this phase working. What happens when someone uses it? What does it look/feel like? This is the "pitch" version, not the technical spec.]
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</vision>
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<essential>
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## What Must Be Nailed
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[The core of this phase. If we only get one thing right, what is it? What's the non-negotiable that makes this phase successful?]
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- [Essential thing 1]
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- [Essential thing 2]
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- [Essential thing 3 if applicable]
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</essential>
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<specifics>
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## Specific Ideas
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[Any particular things the user has in mind. References to existing products/features they like. Specific behaviors or interactions. "I want it to work like X" or "When you click Y, it should Z."]
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[If none: "No specific requirements - open to standard approaches"]
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</specifics>
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<notes>
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## Additional Context
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[Anything else captured during the discussion that doesn't fit above. User's priorities, concerns mentioned, relevant background.]
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[If none: "No additional notes"]
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</notes>
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---
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*Phase: XX-name*
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*Context gathered: [date]*
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```
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<good_examples>
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```markdown
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# Phase 3: User Dashboard - Context
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**Gathered:** 2025-01-20
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**Status:** Ready for research
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<vision>
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## How This Should Work
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When users log in, they land on a dashboard that shows them everything important at a glance. I imagine it feeling calm and organized - not overwhelming like Jira or cluttered like Notion.
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The main thing is seeing their active projects and what needs attention. Think of it like a "what should I work on today" view. It should feel personal, not like enterprise software.
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</vision>
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<essential>
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## What Must Be Nailed
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- **At-a-glance clarity** - Within 2 seconds of landing, user knows what needs their attention
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- **Personal feel** - This is YOUR dashboard, not a team dashboard. It should feel like opening your personal notebook.
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</essential>
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<specifics>
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## Specific Ideas
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- I like how Linear's home screen highlights what's assigned to you without noise
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- Should show projects in a card format, not a list
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- Maybe a "Today" section at the top with urgent stuff
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- Dark mode is essential (already have this from Phase 2)
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</specifics>
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<notes>
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## Additional Context
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User mentioned they've abandoned several dashboards before because they felt too "corporate." The key differentiator is making it feel personal and calm.
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Priority is clarity over features. Better to show less and make it obvious than show everything.
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</notes>
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---
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*Phase: 03-user-dashboard*
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*Context gathered: 2025-01-20*
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```
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</good_examples>
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<guidelines>
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**This template captures VISION, not technical specs.**
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The user is the visionary. They know:
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- How they imagine it working
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- What it should feel like
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- What's essential vs nice-to-have
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- References to things they like
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The user does NOT know (and shouldn't be asked):
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- Codebase patterns (Claude reads the code)
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- Technical risks (Claude identifies during research)
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- Implementation constraints (Claude figures out)
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- Success metrics (Claude infers from the work)
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**Content should read like:**
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- A founder describing their product vision
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- "When you use this, it should feel like..."
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- "The most important thing is..."
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- "I don't want it to be like X, I want it to feel like Y"
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**Content should NOT read like:**
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- A technical specification
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- Risk assessment matrix
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- Success criteria checklist
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- Codebase analysis
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**After creation:**
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- File lives in phase directory: `.planning/phases/XX-name/{phase}-CONTEXT.md`
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- Research phase adds technical context (patterns, risks, constraints)
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- Planning phase creates executable tasks informed by both vision AND research
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</guidelines>
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