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Phase 0 Playbook — Intelligence & Discovery

Duration: 3-7 days | Agents: 6 | Gate Keeper: Executive Summary Generator

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Objective

Validate the opportunity before committing resources. No building until the problem, market, and regulatory landscape are understood.

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Pre-Conditions

1

Project Brief Exists

Initial concept or project brief is documented
2

Stakeholder Sponsor

Project sponsor identified and engaged
3

Budget Approved

Budget for discovery phase has been approved

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Agent Activation Sequence

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Wave 1: Parallel Launch (Day 1)

Trend Researcher

Market Intelligence LeadDeliverables:
  • Competitive landscape analysis
  • Market sizing (TAM, SAM, SOM)
  • Trend lifecycle mapping
  • 3-6 month forecast
  • Investment trends
Timeline: 3 days
Sources: Minimum 15 verified sources

Feedback Synthesizer

User Needs AnalysisDeliverables:
  • Multi-channel feedback collection
  • Sentiment analysis
  • Pain point prioritization (RICE)
  • Feature request analysis
  • Churn risk indicators
Timeline: 3 days

UX Researcher

User Behavior AnalysisDeliverables:
  • User interview plan (5-10 users)
  • Persona development (3-5)
  • Journey mapping
  • Competitor usability review
  • Behavioral insights
Timeline: 5 days

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Wave 2: Parallel Launch (Day 1)

Analytics Reporter

Data Landscape AssessmentDeliverables:
  • Existing data source audit
  • Signal identification
  • Baseline metrics
  • Data quality assessment
  • Analytics recommendations
Timeline: 2 days

Legal Compliance Checker

Regulatory ScanDeliverables:
  • Regulatory frameworks (GDPR, CCPA, etc.)
  • Data handling requirements
  • Jurisdiction mapping
  • Compliance risk assessment
  • Blocking vs. manageable issues
Timeline: 3 days

Tool Evaluator

Technology LandscapeDeliverables:
  • Tech stack assessment
  • Build vs. buy analysis
  • Integration feasibility
  • Open source vs. commercial
  • Technology risk assessment
Timeline: 2 days

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Convergence Point (Day 5-7)

All six agents deliver their reports. The Executive Summary Generator synthesizes:
Activate Executive Summary Generator to synthesize Phase 0 findings.

Input documents:
1. Trend Researcher → Market Analysis Report
2. Feedback Synthesizer → Synthesized Feedback Report
3. UX Researcher → Research Findings Report
4. Analytics Reporter → Data Audit Report
5. Legal Compliance Checker → Compliance Requirements Matrix
6. Tool Evaluator → Tech Stack Assessment

Output: Executive Summary (≤500 words, SCQA format)
Decision required: GO / NO-GO / PIVOT
Include: Quantified market opportunity, validated user needs, 
         regulatory path, technology feasibility

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Quality Gate Checklist

#CriterionEvidence SourceStatus
1Market opportunity validated (TAM > threshold)Trend Researcher report☐
2≥3 validated user pain pointsFeedback Synthesizer + UX Researcher☐
3No blocking compliance issuesLegal Compliance Checker☐
4Key metrics identifiedAnalytics Reporter audit☐
5Technology stack feasibleTool Evaluator assessment☐
6Executive summary with GO/NO-GOExecutive Summary Generator☐

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Gate Decision

Proceed to Phase 1 — Strategy & ArchitectureAll criteria met. Market validated, user needs confirmed, no blockers.

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Handoff to Phase 1

Documents to carry forward:
  1. Market Analysis Report (Trend Researcher)
  2. Synthesized Feedback Report (Feedback Synthesizer)
  3. User Personas and Journey Maps (UX Researcher)
  4. Data Audit Report (Analytics Reporter)
  5. Compliance Requirements Matrix (Legal Compliance Checker)
  6. Tech Stack Assessment (Tool Evaluator)
  7. Executive Summary with GO decision
Key constraints identified:
  • Regulatory constraints from Legal Compliance Checker
  • Technical constraints from Tool Evaluator
  • Market timing constraints from Trend Researcher
Priority user needs (for Sprint Prioritizer):
  1. [Pain point 1 — from Feedback Synthesizer]
  2. [Pain point 2 — from UX Researcher]
  3. [Pain point 3 — from Feedback Synthesizer]
Phase 0 is complete when the Executive Summary Generator delivers a GO decision with supporting evidence from all six discovery agents.

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