strategy-documentation-criteria

Strategy Documentation Criteria

Templates

• context-brief-template.md — Business context extraction
• market-analysis-template.md — TAM/SAM/SOM market sizing
• competitive-landscape-template.md — Competitor profiles, Porter's, SWOT/TOWS
• customer-segments-template.md — Segment analysis and attractiveness scoring
• strategy-canvas-template.md — Blue Ocean, Ansoff/BCG, Value Proposition
• brand-positioning-template.md — Perceptual maps, positioning statement
• business-model-template.md — Lean Canvas / BMC, unit economics
• gtm-plan-template.md — ICP, messaging, channels, launch plan
• pricing-analysis-template.md — Value-based pricing, tier structure
• growth-plan-template.md — AARRR funnel, experiments, 90-day plan
• prioritized-initiatives-template.md — ICE/RICE scored master list
• strategic-report-template.md — Unified McKinsey-grade final report
• rat-template.md — RAT analysis with P×I risk scoring
• segments-template.md — AJTBD segment discovery (B2B/B2C)
• jobs-graph-template.md — Jobs graph below Core Job level
• opportunity-map-template.md — Opportunity Solution Tree (outcomes → opportunities → solutions → tests)
• feature-spec-template.md — Individual feature specification (Shape Up pitch + cross-references)
• product-roadmap-template.md — Now/Next/Later product roadmap with feature links
• mvp-definition-template.md — MVP scope, MoSCoW, success metrics, validation plan

Creation Decision Matrix

Analysis Scope	Required Documents	Creation Order
Full Analysis (/strategy-report)	All 12 documents	Context → Market (3) → Strategy (2) + Model (1) → GTM (2) + Growth (2) → Report (1)
Market Only (/analyze-market)	Context + Market + Competitive + Segments	Context → Market (3)
Strategy Only (/strategy-canvas)	Context + [Market] → Strategy Canvas + Brand Positioning	Prereqs → Strategy (2)
Model Only (/business-model)	Context + [Market] → Business Model	Prereqs → Model (1)
GTM Only (/gtm-plan)	Context + [Market] → GTM Plan + Pricing	Prereqs → GTM (2)
Growth Only (/growth-audit)	Context + [Market] → Growth Plan + Priorities	Prereqs → Growth (2)
Competitive Only (/competitive-map)	Context → Competitive Landscape	Context → Competitive (1)
Pricing Only (/pricing-strategy)	Context + [Market] → Pricing Analysis	Prereqs → Pricing (1)
Prioritize Only (/prioritize)	[All existing docs] → Prioritized Initiatives	Collect → Prioritize (1)
RAT Only (/rat)	Context → RAT	Context → RAT (1)
B2B Segments (/b2b-segments)	Context → Segments	Context → Segments (1)
B2C Segments (/b2c-segments)	Context → Segments	Context → Segments (1)
Jobs Graph (/jobs-graph)	Context + [Segments] → Jobs Graph	Prereqs → Jobs (1)
Landing (/landing)	Context + Segments + [Jobs Graph] → Landing	Prereqs → Landing (1)
Product Plan (/product-plan)	All strategy docs → Opportunity Map + Features + Roadmap + MVP	Strategy → Product Plan (3+N)

[brackets] = optional but recommended prerequisite

Document Dependency Chain

graph TD
    CB[context-brief] --> MA[market-analysis]
    CB --> CL[competitive-landscape]
    CB --> CS[customer-segments]
    CB --> RAT[rat]
    CB --> SEG[segments]
    SEG --> JG[jobs-graph]
    RAT --> BM
    SEG --> CS
    SEG --> MA
    MA --> SC[strategy-canvas]
    CL --> SC
    CS --> SC
    MA --> BP[brand-positioning]
    CL --> BP
    MA --> BM[business-model]
    CS --> BM
    SC --> GTM[gtm-plan]
    BP --> GTM
    BM --> GTM
    BM --> PA[pricing-analysis]
    CL --> PA
    BM --> GP[growth-plan]
    MA --> GP
    GP --> PI[prioritized-initiatives]
    GTM --> PI
    SC --> PI
    BM --> PI
    PI --> SR[strategic-report]
    GTM --> SR
    GP --> SR
    PI --> OM[opportunity-map]
    SC --> OM
    JG --> OM
    OM --> FS[features/*]
    FS --> PR[product-roadmap]
    FS --> MVP[mvp-definition]
    GP --> MVP
    RAT --> MVP

Storage Locations

Document	Path	Owner Agent	Template
Context Brief	docs/strategy/context-brief.md	context-analyzer	context-brief-template.md
Market Analysis	docs/strategy/market-analysis.md	market-analyst	market-analysis-template.md
Competitive Landscape	docs/strategy/competitive-landscape.md	market-analyst	competitive-landscape-template.md
Customer Segments	docs/strategy/customer-segments.md	market-analyst	customer-segments-template.md
Strategy Canvas	docs/strategy/strategy-canvas.md	strategy-architect	strategy-canvas-template.md
Brand Positioning	docs/strategy/brand-positioning.md	strategy-architect	brand-positioning-template.md
Business Model	docs/strategy/business-model.md	business-modeler	business-model-template.md
GTM Plan	docs/strategy/gtm-plan.md	gtm-planner	gtm-plan-template.md
Pricing Analysis	docs/strategy/pricing-analysis.md	gtm-planner	pricing-analysis-template.md
Growth Plan	docs/strategy/growth-plan.md	growth-strategist	growth-plan-template.md
Prioritized Initiatives	docs/strategy/prioritized-initiatives.md	growth-strategist	prioritized-initiatives-template.md
Strategic Report	docs/strategy/strategic-report.md	report-compiler	strategic-report-template.md
RAT Analysis	docs/strategy/rat.md	product-analyst	rat-template.md
AJTBD Segments	docs/strategy/segments.md	product-analyst	segments-template.md
Jobs Graph	docs/strategy/jobs-graph.md	product-analyst	jobs-graph-template.md
Opportunity Map	docs/strategy/opportunity-map.md	product-planner	opportunity-map-template.md
Feature Specs	docs/strategy/features/feature-NNN-[slug].md	product-planner	feature-spec-template.md
Product Roadmap	docs/strategy/product-roadmap.md	product-planner	product-roadmap-template.md
MVP Definition	docs/strategy/mvp-definition.md	product-planner	mvp-definition-template.md

Quality Standards (All Documents)

Pyramid Principle (Mandatory)

1. Governing thought first — every section opens with the conclusion
2. Action titles — section headings are complete sentences stating the main point
3. Titles test — reading only titles conveys the full argument
4. MECE grouping — arguments at each level are Mutually Exclusive, Collectively Exhaustive

Source Credibility (Mandatory)

Every data point must be tagged:

Tier	Description	Usage
Tier 1	Official filings, confirmed metrics, direct data	Hard numbers, quotes
Tier 2	Industry reports, analyst estimates, reliable press	Market context, trends
Tier 3	AI estimates, pattern extrapolation, analogies	Gap-fill with disclosure

Rule: Never present Tier 3 as Tier 1. Always disclose estimation methodology.

Actionability (Mandatory)

Every section must end with:

• So what? — Why this matters
• Now what? — Specific next actions
• Confidence — High / Medium / Low

Tone

Do	Don't
"Revenue will reach $2M ARR by Month 18"	"Revenue could potentially grow significantly"
"This approach carries three risks"	"There are some concerns"
"The data shows 73% preference"	"Most people seem to prefer"
Use numbers, percentages, timelines	Use "many", "some", "soon", "significant"

Pre-Submission Checklist

Structure:
  - Pyramid Principle applied (conclusion first)
  - All categorizations are MECE
  - Action titles on every section
  - Titles test passes

Content:
  - Every data point has source tier tag
  - Every section has "So what?" + "Now what?"
  - Recommendations are specific and actionable
  - Confidence levels stated

Completeness:
  - All template sections filled (no empty placeholders)
  - Risk assessment included
  - Clear next steps with owners and timelines
  - Assumptions explicitly stated