When to load: When user requests artifact generation (Trigger Map, Product Brief companions)
Agent: Saga the Analyst Purpose: Execute Dream Up modes (Suggest/Dream) for Phase 1-2 artifact generation
Layer 1: Learn WDS Form (Static - loaded once)
How to structure, what makes quality
↓
Layer 2: Project Context (Cumulative - grows with each step)
Product Brief → +Business Goals → +Target Groups → +Driving Forces
↓
Layer 3: Domain Research (Ongoing - per step as needed)
Industry insights, competitor analysis, user behavior
↓
Layer 4: Generate Next Artifact
Apply Form + Use All Prior Context + Enhanced by Research
↓
Layer 5: Self-Review Against Standards
Check quality, identify gaps, refine
↓
Add artifact to Layer 2 → Repeat for next step
Key Principle: Each step builds on all previous artifacts. Layer 2 grows as progress is made.
✅ User requests artifact generation (Trigger Map, Product Brief companions) ✅ Product Brief exists from Phase 1 (provides substance) ✅ Quality rubric exists for the artifact type ✅ Task is structured generation (not pure discovery)
❌ Pure discovery conversation (no artifact to generate) ❌ No Product Brief exists yet (no substance to work with) ❌ User explicitly wants dialog/workshop approach ❌ No quality rubric available yet
Present this choice at workflow start:
**Which engagement mode would you like?**
**Workshop Mode** (Agent facilitates workshop, 60-90 min)
- I'll facilitate a workshop to draw out your best ideas through strategic questions
- Man-in-the-loop: You're actively involved, I guide the discovery
- Best for: Discovery, strategic decisions, first time, want to go deep
**Suggest Mode** (Driven by agent, 30-45 min)
- I'll generate based on WDS methodology + your Product Brief + domain research
- You review each step and guide refinements
- You'll see my learning, research, and self-review process
- Best for: Product Brief exists, want to see my thinking, learn through observation
**Dream Mode** (Fully autonomous, 15-20 min)
- I'll generate autonomously with visible self-dialog
- You can observe and interrupt anytime, or just review the result
- Best for: Trust the methodology, established patterns, time-efficient
Choose: [W] Workshop | [S] Suggest | [D] Dream
If user unsure, recommend based on:
Purpose: Agent becomes WDS methodology expert before generating.
Load these WDS learning materials:
docs/method/phase-wds-2-trigger-mapping-guide.md
docs/quick-start/0wds-2-trigger-mapping.md
src/data/agent-guides/saga/trigger-mapping.md
docs/models/impact-effect-mapping.md
docs/method/dream-up-rubric-phase-2.md
Learn and internalize:
Document in design log:
## Layer 1: WDS Form Learned
### Methodology Loaded
- Phase 2 Trigger Mapping Guide
- Quality Rubric with 7 criteria
- Impact/Effect Mapping model
### Structure Internalized
- 4 core layers: Goals → Product → Groups → Drivers
- Prioritization required at each level
- Personas with psychological depth, not demographics
### Quality Standards
- Minimum threshold: 7/9 complete, 5/7 quality, 4/4 mistakes avoided
- Excellence threshold: 9/9 complete, 7/7 quality, 4/4 practices followed
### Ready to apply WDS form to this project's substance.
Load these WDS learning materials:
src/workflows/wds-3-scenarios/data/quality-checklist.md
src/workflows/wds-3-scenarios/data/scenario-outline-template.md
src/workflows/wds-3-scenarios/data/validation-standards.md
Learn and internalize:
Purpose: Extract substance from prior artifacts. Layer 2 GROWS with each step.
Read these files:
{output_folder}/A-Product-Brief/product-brief.md
{output_folder}/A-Product-Brief/content-language.md
{output_folder}/A-Product-Brief/platform-requirements.md
{output_folder}/A-Product-Brief/visual-direction.md
Extract and summarize:
Note: These archetypes will be deepened into personas with driving forces in Phase 2.
Document in design log:
## Layer 2: Project Context (Initial Load)
### From Product Brief
**Business:** Källa Fordonservice AB, car mechanic on northern Öland, 20+ years, 4.8/5 rating
**Challenge:** Repetitive phone calls about basic info, no website presence
**Goal:** Reduce admin burden while maintaining findability
### User Archetypes (to deepen)
1. **Tomas the Tourist** - Summer visitor, car trouble, stressed, needs immediate help
2. **Lennart the Local** - Year-round resident, loyal customer, checks hours
3. **Farmer Fredrik** - Agricultural equipment, understands wait times
4. **Motorhome Maria** - RV passing through, specialized expertise needed
### Constraints
- Technical: WordPress + Tailwind, mobile-first, low maintenance
- Business: Björn at capacity, phone-first contact strategy
- Brand: Professional but unpretentious, warm and practical tone
### Strategic Direction
- Primary: Reduce repetitive info calls
- Secondary: Rank for "bilverkstad Öland" keywords
- Future: AI phone assistant integration
After Business Goals created:
### Business Goals (Added to Layer 2)
**Vision:** [Inspirational direction]
**SMART Objectives:**
1. [Measurable target]
2. [Measurable target]
3. [Measurable target]
**Priorities:** [Ranked]
After Target Groups created:
### Target Groups (Added to Layer 2)
**Primary 👥:** [Group name] - [Why they matter to Goal 1]
**Secondary 👤:** [Group name] - [Why they matter]
**Tertiary:** [Group name] - [Why they matter]
[Full persona profiles with psychological depth]
After Driving Forces created:
### Driving Forces (Added to Layer 2)
**Per Persona:**
- Positive Drivers (✅): [List]
- Negative Drivers (❌): [List]
[Specific, contextual, actionable]
After Prioritization created:
### Prioritization (Added to Layer 2)
- Goals ranked: [Order]
- Groups ranked: [Order]
- Drivers ranked per persona: [Top 3 each]
**Strategic Focus:** [Summary of what matters most]
Key Principle: Each subsequent generation step uses ALL prior artifacts from Layer 2.
Initial Load (start of Phase 3):
After each scenario outlined:
### Scenario [NN] (Added to Layer 2)
**Persona:** [Name]
**Pages covered:** [List]
**Driving forces addressed:** [Which ones from Trigger Map]
**Remaining unaddressed forces:** [What still needs scenarios]
Key Rule: Each subsequent scenario should address DIFFERENT driving forces. Check Layer 2 to avoid duplicating coverage.
Purpose: Agent acts as domain expert through research. Enhances Product Brief with industry insights.
For Business Goals:
For Target Groups:
Example for Källa (Car Mechanic on Öland):
WebSearch: "car mechanic rural tourist area customer types"
WebSearch: "northern Öland tourism caravan RV statistics"
WebSearch: "seasonal mechanic business challenges Sweden"
For Driving Forces:
Example for Tourist persona:
WebSearch: "car breakdown vacation stress what customers want"
WebSearch: "tourist mechanic trust safety concerns"
Forums: Reddit r/travel, car forums about breakdowns while traveling
For Prioritization:
## Layer 3: Domain Research
### Step: [Current step name]
**Research Conducted:**
1. WebSearch: "[Query]"
- Finding: [Key insight]
- Relevance: [How this informs generation]
2. WebSearch: "[Query]"
- Finding: [Key insight]
- Relevance: [How this informs generation]
**Key Insights:**
- [Domain-specific pattern discovered]
- [Industry standard identified]
- [User behavior validated]
**Informing Generation:**
[How research will be applied to this step]
For Entry Points:
For Mental States:
For Shortest Paths:
Purpose: Create output by applying WDS Form (Layer 1) + Project Context (Layer 2) + Domain Research (Layer 3).
Synthesis Statement (before generating):
## Generation Plan: [Artifact name]
**Applying:**
- WDS Form: [Structure from Layer 1]
- Project Context: [All prior artifacts from Layer 2]
- Domain Research: [Insights from Layer 3]
**Expected Output:**
[What will be created, aligned to which criteria]
For Phase 2 Trigger Mapping:
Input:
Generate:
Example Output Structure:
## Business Goals
### Vision
[Inspirational statement about where business is going]
### SMART Objectives
1. [Specific - Measurable - Achievable - Relevant - Time-bound]
2. [...]
3. [...]
### Product Connection
[How the product/website serves these goals]
Input:
Generate:
Persona Template (Psychological Depth):
### [Alliterative Name the Role]
**Context:** [When/why they use product - usage context, not life context]
**Psychological Profile:**
- Role: [Their position relative to product]
- Mindset: [How they think/feel in this context]
- Internal State: [Confidence, anxiety, urgency, etc.]
**What They're Trying to Achieve:**
[High-level goals in this usage context]
**What They Fear/Want to Avoid:**
[High-level fears in this usage context]
**Why They Matter to Business Goals:**
[Connection to specific SMART objectives]
Input:
Generate for EACH persona:
Positive Drivers (✅ 3-5 per persona):
Negative Drivers (❌ 3-5 per persona):
Example Format:
### Tomas the Tourist - Driving Forces
**Positive Drivers (✅):**
1. Get back on road quickly without ruining vacation plans
2. Feel confident that mechanic is certified and trustworthy
3. Understand what's wrong and what it costs before committing
4. Know exact timeline so can adjust other plans accordingly
**Negative Drivers (❌):**
1. Fear being stranded on vacation far from home
2. Fear getting ripped off by unknown mechanic in unfamiliar place
3. Avoid wasting vacation time waiting with no updates
4. Avoid surprise costs that blow vacation budget
Input:
Generate:
Output Strategic Focus Statement:
## Strategic Focus
**Priority 1 Goal:** [Top business objective]
**Priority 1 User:** [Primary persona]
**Priority 1 Drivers:** [Top 3 forces for primary persona]
This combination guides all design decisions.
Purpose: Check generated output against WDS rubric, identify gaps, decide if refinement needed.
Run through rubric systematically:
## Self-Review: [Artifact] - Iteration {{N}}
### Completeness: {{X}}/9
**Core Sections:**
- [✅/❌] Business Goals (vision + SMART)
- [✅/❌] Product Hub
- [✅/❌] Target Groups (3-4, prioritized)
- [✅/❌] Detailed Personas (psychological depth)
- [✅/❌] Positive Drivers (3-5 per persona)
- [✅/❌] Negative Drivers (3-5 per persona)
- [✅/❌] Prioritization
**Optional:**
- [✅/❌] Feature Impact Analysis
- [✅/❌] Visual Diagram
**Score:** {{X}}/9 (Target: 7+ core minimum)
For each of 7 criteria: ✅ (met), ⚠️ (partial), ❌ (gap)
### Quality Criteria: {{X}}/7
1. **Strategic Depth:** [✅/⚠️/❌]
- Evidence: [Quote or example showing depth]
- Gap (if any): [What needs more depth]
2. **Usage Context:** [✅/⚠️/❌]
- Evidence: [Are goals contextual?]
- Gap (if any): [Examples of non-contextual goals]
3. **Persona Depth:** [✅/⚠️/❌]
- Evidence: [Psychological vs demographic?]
- Gap (if any): [Which personas need more psychology]
4. **Negative Drivers:** [✅/⚠️/❌]
- Evidence: [Balance of positive vs negative]
- Gap (if any): [Missing or weak negative drivers]
5. **Focused Scope:** [✅/⚠️/❌]
- Evidence: [3-4 groups? Or too many?]
- Gap (if any): [Need to consolidate?]
6. **Actionable Specificity:** [✅/⚠️/❌]
- Evidence: [Concrete examples vs vague]
- Gap (if any): [Which forces too vague]
7. **Business Connection:** [✅/⚠️/❌]
- Evidence: [Can trace users to goals?]
- Gap (if any): [Floating users without connection]
**Score:** {{X}}/7 (Target: 5+ minimum, 7 excellent)
### Common Mistakes: {{X}}/4 avoided
- [✅/❌] No solutions on map (drivers about psychology, not features)
- [✅/❌] No generic forces (specific to this context)
- [✅/❌] No demographic personas (focused on psychology)
- [✅/❌] Clear priority (ranking exists and defensible)
**Score:** {{X}}/4 (Target: 4/4 required)
### Best Practices: {{X}}/4 followed
- [✅/❌] Alliterative persona names
- [✅/❌] Equal weight to negative drivers
- [✅/❌] Context explicitly stated
- [✅/❌] Visual diagram created
**Score:** {{X}}/4 (Target: 2+ minimum, 4 excellent)
### Overall Quality Score: {{X}}/10
**Completeness:** {{X}}/9
**Quality:** {{X}}/7
**Mistakes Avoided:** {{X}}/4
**Best Practices:** {{X}}/4
**Threshold Analysis:**
- Minimum (present to user): 7+ complete, 5+ quality, 4 mistakes, 2+ practices
- Excellent: 9+ complete, 7 quality, 4 mistakes, 4 practices
**Current Status:** [Meets minimum / Meets excellent / Needs refinement]
**Key Gaps:**
1. [Specific gap with evidence]
2. [Specific gap with evidence]
**Refinement Decision:** [Continue / Refine / Switch to Workshop]
## Refinement Plan: Iteration {{N+1}}
### Gap 1: [Description]
**Current:** [What's wrong]
**Target:** [What it should be]
**Action:** [Specific change]
**Reference:** [Rubric criteria or example guiding this]
### Gap 2: [Description]
[Same structure]
### Expected Improvement:
- Completeness: {{current}} → {{target}}
- Quality: {{current}} → {{target}}
- Overall: {{current}}/10 → {{target}}/10
Then generate Iteration N+1 with refinements applied, using full 5-layer process again.
Use quality-checklist.md directly as the rubric. The checklist has 4 dimensions:
Run quality-checklist.md against each generated scenario. Score using the checklist's own format.
Refinement triggers for scenarios:
After each iteration, show:
## Suggest Mode: Iteration {{N}}
### What I Created
[Summary of artifact section generated]
Key elements:
- [Bullet point summary]
- [Sample content]
### Learning & Research Applied
**WDS Form:** [What methodology guided structure]
**Project Context:** [What prior artifacts informed this]
**Domain Research:** [What insights enhanced this]
### Self-Review Results
**Quality Score:** {{X}}/10
**Strengths:**
- ✅ [What's working well]
- ✅ [What meets standards]
**Gaps Identified:**
- ❌ [What needs improvement]
- ⚠️ [What's partial]
**Refinement Plan:**
[If needed, what will be improved in next iteration]
---
**👉 User Checkpoint:** What would you like to do?
[C] Continue - Looks good, proceed (or refine if gaps exist)
[A] Adjust - I have feedback to guide refinement
[V] View Full - Show me complete generated content now
[S] Stop - Switch to Workshop Mode for dialog
Type your choice or provide feedback:
Wait for user input. Do NOT continue without approval.
Show running updates:
## Dream Mode: Trigger Map Generation
### Progress
🔄 **Business Goals**
Generated → Self-reviewed → Quality: 8/10 → ✅ Threshold met
🔄 **Target Groups**
Generated → Self-reviewed → Quality: 7/10 → Gaps found → Refining...
Iteration 2 → Self-reviewed → Quality: 9/10 → ✅ Threshold met
🔄 **Driving Forces**
Generated → Self-reviewed → Quality: 8/10 → ✅ Threshold met
🔄 **Prioritization**
Generated → Self-reviewed → Quality: 9/10 → ✅ Threshold met
---
**✅ Generation Complete**
**Final Quality Assessment:** 9/10
- Completeness: 9/9 ✅
- Quality Criteria: 7/7 ✅
- Mistakes Avoided: 4/4 ✅
- Best Practices: 4/4 ✅
📄 **Trigger Map created:** {output_folder}/B-Trigger-Map/trigger-map.md
Would you like to review the full Trigger Map now?
---
💬 **Note:** You could have typed "stop" at any time to interrupt.
No user checkpoints - continue autonomously until complete or interrupted.
Purpose: After all Layer 5 self-reviews pass, verify ALL required output documents exist before presenting results.
Run this gate after autonomous generation completes:
Mandatory files in {output_folder}/B-Trigger-Map/:
00-trigger-map.md — Hub document with Mermaid diagram01-Business-Goals.md — Vision + SMART objectives02-XX.md, 03-XX.md, etc.)05-Key-Insights.md — Strategic insights summaryConditional files:
06-Feature-Impact.md — Only if feature impact workshop was completedSwitch to Suggest mode for the missing artifact:
"I generated most of the Trigger Map autonomously, but [missing artifact] needs your input. Let's switch to Suggest mode for this section."
When all steps complete and threshold met:
## Trigger Map Generation Complete ✅
**Mode:** {{Suggest/Dream}}
**Total Iterations:** {{count across all steps}}
**Final Quality Score:** {{X}}/10
### Generated Artifact
**Location:** {output_folder}/B-Trigger-Map/trigger-map.md
**Contents:**
- Business Goals: {{vision}} + {{N}} SMART objectives
- Target Groups: {{N}} personas ({{names}})
- Driving Forces: {{N}} positive + {{N}} negative per persona
- Prioritization: Complete ranking
- {{If created}} Feature Impact Analysis
- {{If created}} Visual Mermaid Diagram
### Quality Validation
- ✅ WDS Form Applied: All structure requirements met
- ✅ Project Context Used: All Product Brief insights integrated
- ✅ Domain Research: Industry insights enhanced generation
- ✅ Self-Review: All quality criteria met
### Strategic Insights
[2-3 key takeaways from the completed Trigger Map]
### What's Next
This Trigger Map feeds into:
- **Phase 4 (UX Design)** - Personas and drivers guide scenario design
- **Feature Prioritization** - Feature Impact scores guide roadmap
- **Content Strategy** - Driving forces guide messaging
Would you like to:
- [R] Review the full Trigger Map
- [A] Make adjustments
- [N] Continue to next phase
If 5 iterations on ANY step without meeting threshold:
## Quality Threshold Challenge
On step: [Step name]
After 5 iterations, this section hasn't met minimum quality standards. This suggests human insight would be valuable.
**Current State:**
- Quality Score: {{X}}/10
- Persistent gaps: [List issues that won't resolve]
**Recommendation:** Switch to Workshop Mode for this section
I'll facilitate questions specifically about [the gap areas] to capture your expertise and ensure quality.
Would you like to:
[W] Switch to Workshop Mode for this section (recommended)
[C] Continue autonomous generation (may repeat same issues)
[V] View current state and decide
Throughout process, maintain comprehensive agent experience log:
# Agent Experience: Dream Up - Källa Trigger Map
**Created:** {{date time}}
**Mode:** {{Suggest/Dream}}
**Phase:** 2 (Trigger Mapping)
**Project:** Källa Fordonservice
---
## Layer 1: WDS Form Learned
[Full learning documentation]
---
## Layer 2: Project Context (Cumulative)
### Initial: Product Brief
[Extracted substance]
### Added: Business Goals
[After generation]
### Added: Target Groups
[After generation]
### Added: Driving Forces
[After generation]
### Added: Prioritization
[After generation]
---
## Layer 3: Domain Research
### Step: Business Goals
[Research conducted and insights]
### Step: Target Groups
[Research conducted and insights]
### Step: Driving Forces
[Research conducted and insights]
### Step: Prioritization
[Research conducted and insights]
---
## Generation & Self-Review Log
### Business Goals - Iteration 1
[Full self-review]
### Target Groups - Iteration 1
[Full self-review]
### Target Groups - Iteration 2 (refinement)
[Full self-review]
[Continue for all steps and iterations]
---
## Final Output
**Artifact:** {path}
**Quality Score:** {{X}}/10
**User Approved:** {{Yes/Pending}}
**Key Decisions Made:**
[Strategic choices during generation]
Save agent experience at:
{output_folder}/_progress/agent-experiences/{date}-trigger-map-{{mode}}.md
This guide enables Saga to execute Suggest and Dream modes for Phase 2 Trigger Mapping with quality control through systematic 5-layer generation and self-review.