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Ideation Phase -- Stage Reference (1.1-1.7)

Phase Overview

The Ideation phase is the second of five phases in the AI-DLC lifecycle. It establishes the foundation for the entire initiative by capturing intent, validating feasibility, defining scope, and securing approval before any technical work begins. The phase runs stages 1.1 through 1.7 and concludes with a go/no-go gate that controls entry into the Inception phase.

All seven stages execute inline (no subagent delegation) and follow the standard stage-protocol.md for approval gates, question format, and completion messages. The orchestrator routes through them sequentially, skipping CONDITIONAL stages that do not apply to the current scope.

Key characteristics of the Ideation phase:

  • Every stage uses inline execution mode (direct conversation with the user).
  • Stages produce artifacts under the intent's record dir at <record>/ideation/<stage-name>/, where <record> is aidlc/spaces/<space>/intents/<YYMMDD>-<label>/ (the audit/ shard dir, the per-stage memory.md, and the verification reports live under the same record dir).
  • All stages except Stage 1.1 depend on outputs from earlier stages.
  • Stage 1.7 runs a phase boundary verification check before handing off to Inception.
  • The phase is bookended by two ALWAYS stages (1.1 Intent Capture and 1.7 Approval & Handoff); the five middle stages are CONDITIONAL and may be skipped depending on scope.

Scope-driven stage inclusion:

Scope Stages Included
enterprise All 1.1-1.7
feature All 1.1-1.7
mvp 1.1, 1.3 (light), 1.4, 1.6
poc 1.1 (minimal)
bugfix None (Ideation skipped entirely)
refactor None (Ideation skipped entirely)
infra None (Ideation skipped entirely)
security-patch None (Ideation skipped entirely)
workshop None (Ideation skipped entirely)

Stage Summary Table

Stage Name Condition Lead Agent Support Agents Mode
1.1 Intent Capture & Framing ALWAYS aidlc-product-agent aidlc-architect-agent inline
1.2 Market Research CONDITIONAL aidlc-product-agent -- inline
1.3 Feasibility & Constraints CONDITIONAL aidlc-architect-agent aidlc-aws-platform-agent, aidlc-compliance-agent inline
1.4 Scope Definition ALWAYS aidlc-product-agent aidlc-delivery-agent inline
1.5 Team Formation CONDITIONAL aidlc-delivery-agent -- inline
1.6 Rough Mockups CONDITIONAL aidlc-design-agent aidlc-product-agent inline
1.7 Approval & Handoff ALWAYS aidlc-delivery-agent aidlc-product-agent inline

Stage 1.1: Intent Capture & Framing

Metadata

Field Value
Phase Ideation
Stage # 1.1
Condition ALWAYS -- first stage of every workflow; establishes the initiative's foundation
Lead Agent aidlc-product-agent
Support Agents aidlc-architect-agent (technical context)
Reviewer aidlc-product-lead-agent (source-grounding and product-quality review)
Mode inline
Completion Emoji :bulb:

Purpose

Intent Capture is the entry point of every AI-DLC workflow. It captures the business problem, identifies stakeholders, establishes success metrics, and classifies the project type (greenfield, brownfield, or migration). The resulting intent statement and stakeholder map become the foundation that all downstream stages build upon.

If the user provided freeform intent text via $ARGUMENTS, that text is passed as seed context so the stage does not re-ask "what do you want to build?"

Inputs

  • User's project description from $ARGUMENTS or the intent's audit/ shards
  • Existing <record>/ artifacts from prior sessions (if any)
  • Guardrails from aidlc/spaces/<active-space>/memory/

Steps

  1. Load Agent Personas -- Load aidlc-product-agent persona and knowledge. Load aidlc-architect-agent persona for technical context perspective.
  2. Load Prior Context -- Read user's project description. Check for existing artifacts. Load guardrails.
  3. Generate Clarifying Questions -- Create <record>/ideation/intent-capture/intent-capture-questions.md with a ## Sources register for the initial description, workflow-selected scope, and any active-memory rules used. Ask about the business problem, customer, success metrics, initiative trigger, stakeholders, decision authority, communication needs, and whether the workflow-selected scope matches the intended product boundary. Uses [Answer]: tag format with A-E options plus X (Other). Offers tri-mode question flow.
  4. Collect and Analyze Answers -- Confirm all tags filled. Run ambiguity/contradiction analysis.
  5. Generate Grounded Artifacts -- Produce the intent statement and stakeholder map. Every substantive paragraph, list item, and table data row carries an inline [desc], [scope], [Q<n>], [memory:<id>], or [assumption] tag. Both files include ## Assumptions & Open Questions.
  6. Resolve Assumptions -- If either artifact retains an assumption, ask the user to accept it or convert it into follow-up questions. Acceptance preserves the assumption label; it does not promote the claim to fact.
  7. Prepare Completion -- Run Product Lead review, verify both artifacts, and report the gate outcome through aidlc-orchestrate.ts.
  8. Present Completion & Request Approval -- Standard 2-option gate.

Outputs

File Contents
intent-statement.md Source-tagged Problem Statement, Target Customer, Success Metrics, Initiative Trigger, and workflow-selected vs. user-confirmed Initial Scope Signal; mandatory assumptions section
stakeholder-map.md Source-tagged stakeholders and interests, decision-makers vs. influencers, communication requirements; mandatory assumptions section
intent-capture-questions.md Permitted-source register, clarifying questions with [Answer]: tags, and assumption confirmation when needed

Notes

  • First stage of every workflow. No prior artifacts other than user input.
  • Freeform intent in $ARGUMENTS is used as seed context.
  • Unselected options are not exclusions or requirements. Unsupported content is omitted, elicited in a follow-up, or retained only as an explicit assumption.
  • The intent statement feeds every subsequent Ideation stage and carries forward into Inception.

Stage 1.2: Market Research & Competitive Analysis

Metadata

Field Value
Phase Ideation
Stage # 1.2
Condition CONDITIONAL -- skip for internal tools, bug fixes, refactors
Lead Agent aidlc-product-agent
Support Agents (none)
Mode inline
Completion Emoji :bar_chart:

Purpose

Validates the initiative against the external competitive landscape. Produces competitive analysis, market trends, build-vs-buy assessment, and differentiation strategy.

Inputs

  • Intent statement from Stage 1.1

Outputs

File Contents
competitive-analysis.md Competitive landscape, competitor profiles, strengths/weaknesses
market-trends.md Industry trends, regulatory shifts, market size
build-vs-buy.md Build-vs-buy-vs-partner assessment
market-research-questions.md Clarifying questions with [Answer]: tags

Notes

  • Skip conditions: internal tools, bug fixes, refactors, infrastructure-only, security patches, poc scopes.
  • Feeds into Stage 1.3 Feasibility (if executed) and Stage 1.4 Scope Definition.

Stage 1.3: Feasibility & Constraint Analysis

Metadata

Field Value
Phase Ideation
Stage # 1.3
Condition CONDITIONAL -- skip for trivial changes; execute for technical risk or compliance needs
Lead Agent aidlc-architect-agent (technical feasibility)
Support Agents aidlc-aws-platform-agent (AWS landscape), aidlc-compliance-agent (regulatory scanning)
Mode inline
Completion Emoji :test_tube:

Purpose

Evaluates technical viability, identifies constraints, and establishes a RAID log (Risks, Assumptions, Issues, Dependencies). Multi-agent stage: architect leads, then aws-platform and compliance provide input.

Inputs

  • Intent statement from Stage 1.1
  • Market research from Stage 1.2 (if executed)

Outputs

File Contents
feasibility-assessment.md Technical viability, risk analysis
constraint-register.md Technical, organizational, and regulatory constraints
raid-log.md Risks, Assumptions, Issues, Dependencies
feasibility-questions.md Clarifying questions with [Answer]: tags

Notes

  • For mvp scope, executes at "light" depth.
  • Multi-agent pattern: orchestrator runs lead agent first, then support agents with lead's output as context.

Stage 1.4: Scope Definition & Prioritization

Metadata

Field Value
Phase Ideation
Stage # 1.4
Condition ALWAYS -- depth adapts to scope
Lead Agent aidlc-product-agent
Support Agents aidlc-delivery-agent (capacity reality-check)
Mode inline
Completion Emoji :dart:

Purpose

Establishes the scope boundary. Produces a prioritized intent backlog (proto-units of work) using MoSCoW, WSJF, or RICE prioritization and a value stream map.

Inputs

  • Intent statement from Stage 1.1
  • Feasibility assessment from Stage 1.3 (if exists)

Outputs

File Contents
scope-document.md In/out scope boundary definition
intent-backlog.md Prioritized backlog of proto-units (MoSCoW/WSJF/RICE)
scope-definition-questions.md Clarifying questions with [Answer]: tags

Notes

  • Always executes, depth adapts to scope.
  • The scope document becomes the authoritative boundary for the entire project.

Stage 1.5: Team Formation & Mob Planning

Metadata

Field Value
Phase Ideation
Stage # 1.5
Condition CONDITIONAL -- skip for solo developer or small team projects
Lead Agent aidlc-delivery-agent
Mode inline
Completion Emoji :people_holding_hands:

Purpose

Assesses team availability, maps skills, identifies gaps, and produces mob composition plan.

Inputs

  • Scope definition from Stage 1.4
  • Feasibility assessment from Stage 1.3 (if exists)

Outputs

File Contents
team-assessment.md Team availability, RACI matrix, capacity allocation
skill-matrix.md Skills required vs. available, gap analysis
mob-composition.md Mob composition plan, team topology
team-formation-questions.md Clarifying questions with [Answer]: tags

Notes

  • Skip conditions: solo developer projects, small teams, poc, bugfix, refactor scopes.
  • Feeds into Stage 2.8 Delivery Planning.

Stage 1.6: Rough Mockups & Concept Visualization

Metadata

Field Value
Phase Ideation
Stage # 1.6
Condition CONDITIONAL -- skip for non-UI, API-only, or infrastructure-only
Lead Agent aidlc-design-agent
Support Agents aidlc-product-agent (validates against intent)
Mode inline
Completion Emoji :pencil2:

Purpose

Produces early concept visualizations. For UI: low-fidelity wireframes and user flow diagrams. For non-UI: system context diagrams and interaction flow sketches. All diagrams follow ASCII standards from stage-protocol.md.

Inputs

  • Intent statement from Stage 1.1
  • Scope definition from Stage 1.4

Outputs

File Contents
wireframes.md Low-fidelity wireframes (UI) or system context diagrams (non-UI)
user-flow.md Core user flow diagram (UI) or interaction flow sketches (non-UI)
rough-mockups-questions.md Clarifying questions with [Answer]: tags

Notes

  • Skip condition: non-UI, API-only, or infrastructure-only initiatives.
  • Feeds into Stage 2.5 Refined Mockups in Inception (if that stage also executes).

Stage 1.7: Initiative Approval & Handoff

Metadata

Field Value
Phase Ideation
Stage # 1.7
Condition ALWAYS -- final Ideation gate before Inception
Lead Agent aidlc-delivery-agent
Support Agents aidlc-product-agent (validates completeness)
Mode inline
Completion Emoji :white_check_mark:

Purpose

Compiles all Ideation artifacts into a single initiative brief, records all decisions, runs phase boundary verification, and presents a go/no-go gate.

Inputs

All Ideation phase artifacts from stages 1.1-1.6.

Steps

  1. Load aidlc-delivery-agent persona and knowledge.
  2. Read ALL Ideation phase artifacts.
  3. Generate approval questions.
  4. Compile initiative brief (one-pager combining all outputs).
  5. Phase boundary verification (Intent -> Scope -> Intent Backlog consistency).
  6. Verify the handoff and phase-boundary artifacts; do not edit lifecycle state directly.
  7. Present the 3-option approval gate. On approval, report the outcome so the engine completes the stage and transitions to Inception atomically.

Outputs

File Contents
initiative-brief.md One-page summary combining all Ideation outputs
decision-log.md Record of all decisions made during Ideation
approval-handoff-questions.md Approval questions with [Answer]: tags

Phase boundary verification:

File Contents
<record>/verification/phase-check-ideation.md Ideation-to-Inception traceability check

Approval Gate

Special 3-option gate:

  • Approve -- Proceed to Inception phase
  • Request Changes -- Provide revision feedback
  • Reject Initiative -- End the workflow entirely

Notes

  • Phase boundary stage -- runs verification per stage-protocol governance.
  • Initiative brief serves as executive summary for the entire Ideation phase.

Phase Summary

Key Outputs

  1. Intent Statement (1.1) -- Problem statement, target customer, success metrics, project classification.
  2. Stakeholder Map (1.1) -- Key stakeholders, decision-makers, communication requirements.
  3. Competitive Analysis (1.2) -- Market positioning, build-vs-buy (when applicable).
  4. Feasibility Assessment and RAID Log (1.3) -- Technical viability, risk register, constraints (when applicable).
  5. Scope Document and Intent Backlog (1.4) -- Authoritative scope boundary, prioritized proto-unit list.
  6. Team Plan (1.5) -- Skill matrix, mob composition, capacity allocation (when applicable).
  7. Concept Mockups (1.6) -- Wireframes/user flows or system context diagrams (when applicable).
  8. Initiative Brief (1.7) -- Executive one-pager synthesizing all Ideation outputs.
  9. Phase Boundary Verification (1.7) -- Traceability check results.

Handoff to Inception

Upon approval at Stage 1.7, the framework transitions to the Inception phase. Inception begins with Stage 2.1 Reverse Engineering (for brownfield projects) or Stage 2.3 Requirements Analysis (for greenfield projects).

Cross-References