Priority: P0 (CRITICAL)
Frame the business "Why" before product or technical specs.
1. Discovery Workflow
- For business-analysis or elicitation requests that do not require a BRD, load Analysis Planning and Elicitation directly; do not route through BRD-lite intake.
- Draft executive summary: purpose, outcome, sponsor, validation owner.
- For vague "implement X" requests, draft BRD-lite first from supplied evidence; ask at most 3 consequential blocking questions with recommended defaults per
common-decision-discipline. Never re-ask settled decisions. - Confirm business objective and success metric.
- Identify sponsor, decision-maker, and impacted stakeholders.
- Capture AS-IS process pain and TO-BE target state.
- Define scope boundary, exclusions, assumptions, and constraints. Carry confirmed evidence and explicit non-critical assumptions; blocking unknowns name affected slice, consequence, owner, and required input—no unowned TBD at handoff.
- Record value hypothesis: cost, revenue, risk, compliance, or cycle-time impact.
- Handoff Quality: Identify the Handoff Owner (BA Lead) and the next accountable team member (Product Manager).
- Add glossary terms when stakeholder or domain language can be misread.
- Add Mermaid AS-IS/TO-BE process diagram when workflow complexity affects approval.
2. BRD-lite Drafting
- Load
references/brd-template.md. - Keep each objective SMART: specific, measurable, achievable, relevant, and time-bound.
- Link each BRD objective to a candidate PRD requirement placeholder (
REQ-*). - Offshore Ready: Include stakeholder validation plan and acceptance window for remote delivery teams.
- Add outcome report seed:
feature_status,requirement_trace, completed/missing evidence, decision needed, and recommended next workflow (plan-feature). - Write to
docs/brd/brd-[slug].md.
3. Quality Gate
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Every objective has an owner and KPI target.
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Every in-scope item has a rationale and out-of-scope pair.
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Risk register includes mitigation owner.
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Stakeholder approvals and unresolved decisions are explicit; consequential unknowns block only affected slices.
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Functional behavior is routed to PRD/SRS, not buried in BRD.
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Sufficiently specified low-risk ticket maintenance may proceed with an in-chat contract without mandatory BRD document detours, provided it carries an accountable owner, approved scope fence, value rationale, and verification target.
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Sensitive changes still require technical design and explicit human/governance approval per requirements modeling §1; low-risk ticket equivalence never removes that floor.
Anti-Patterns
- No solution design in a Why-lane BRD; Direction-lane briefs record technical options per
common-decision-discipline. - No vague goals ("improve efficiency") without baseline and target.
- No missing owners for objectives or risks.
- No coding or QA routing before the accountable owner, value rationale/metric, and scope fence are clear (formal document artifacts may be omitted only with approved low-risk ticket equivalence).
- No silent scope expansion after approval.
- No jargon without glossary entry.
References
- BRD Template
- BRD Checklist
- Requirements Baseline
- Analysis Planning and Elicitation — load for applicable elicitation without full BRD intake.