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bmad/bmm/workflows/2-plan-workflows/README.md
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bmad/bmm/workflows/2-plan-workflows/README.md
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last-redoc-date: 2025-10-01
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# Project Planning Workflow (Phase 2)
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The Phase 2 Planning workflow is **scale-adaptive**, meaning it automatically determines the right level of planning documentation based on project complexity (Levels 0-4). This ensures planning overhead matches project value—from minimal tech specs for bug fixes to comprehensive PRDs for enterprise platforms.
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## Scale-Adaptive Flow (Levels 0-4)
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The workflow routes to different planning approaches based on project level:
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### Level 0 - Single File Change / Bug Fix
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**Planning:** Tech-spec only (lightweight implementation plan)
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**Output:** `tech-spec.md` with single story
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**Next Phase:** Direct to implementation (Phase 4)
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### Level 1 - Small Feature (1-3 files, 2-5 stories)
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**Planning:** Tech-spec only (implementation-focused)
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**Output:** `tech-spec.md` with epic breakdown and stories
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**Next Phase:** Direct to implementation (Phase 4)
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### Level 2 - Feature Set / Small Project (5-15 stories, 1-2 epics)
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**Planning:** PRD (product-focused) + Tech-spec (technical planning)
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**Output:** `PRD.md`, `epics.md`, `tech-spec.md`
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**Next Phase:** Tech-spec workflow (lightweight solutioning), then implementation (Phase 4)
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**Note:** Level 2 uses tech-spec instead of full architecture to keep planning lightweight
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### Level 3 - Medium Project (15-40 stories, 2-5 epics)
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**Planning:** PRD (strategic product document)
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**Output:** `PRD.md`, `epics.md`
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**Next Phase:** create-architecture workflow (Phase 3), then implementation (Phase 4)
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### Level 4 - Large/Enterprise Project (40-100+ stories, 5-10 epics)
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**Planning:** PRD (comprehensive product specification)
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**Output:** `PRD.md`, `epics.md`
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**Next Phase:** create-architecture workflow (Phase 3), then implementation (Phase 4)
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**Critical Distinction:**
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- **Levels 0-1:** No PRD, tech-spec only
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- **Level 2:** PRD + tech-spec (skips full architecture)
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- **Levels 3-4:** PRD → full create-architecture workflow
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Critical to v6's flow improvement is this workflow's integration with the bmm-workflow-status.md tracking document, which maintains project state across sessions, tracks which agents participate in each phase, and provides continuity for multi-session planning efforts. The workflow can resume from any point, intelligently detecting existing artifacts and determining next steps without redundant work. For UX-heavy projects, it can generate standalone UX specifications or AI frontend prompts from existing specs.
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## Key Features
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- **Scale-adaptive planning** - Automatically determines output based on project complexity
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- **Intelligent routing** - Uses router system to load appropriate instruction sets
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- **Continuation support** - Can resume from previous sessions and handle incremental work
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- **Multi-level outputs** - Supports 5 project levels (0-4) with appropriate artifacts
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- **Input integration** - Leverages product briefs and market research when available
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- **Template-driven** - Uses validated templates for consistent output structure
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### Configuration
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The workflow adapts automatically based on project assessment, but key configuration options include:
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- **scale_parameters**: Defines story/epic counts for each project level
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- **output_folder**: Where all generated documents are stored
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- **project_name**: Used in document names and templates
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## Workflow Structure
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### Files Included
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```
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2-plan-workflows/
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├── README.md # Overview and usage details
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├── checklist.md # Shared validation criteria
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├── prd/
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│ ├── epics-template.md # Epic breakdown template
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│ ├── instructions.md # Level 2-4 PRD instructions
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│ ├── prd-template.md # Product Requirements Document template
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│ └── workflow.yaml
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├── tech-spec/
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│ ├── epics-template.md # Epic-to-story handoff template
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│ ├── instructions-level0-story.md
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│ ├── instructions-level1-stories.md
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│ ├── instructions.md # Level 0-1 tech-spec instructions
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│ ├── tech-spec-template.md # Technical Specification template
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│ ├── user-story-template.md # Story template for Level 0/1
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│ └── workflow.yaml
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├── gdd/
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│ ├── instructions-gdd.md # Game Design Document instructions
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│ ├── gdd-template.md # GDD template
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│ ├── game-types.csv # Genre catalog
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│ ├── game-types/ # Genre-specific templates
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│ └── workflow.yaml
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├── narrative/
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│ ├── instructions-narrative.md # Narrative design instructions
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│ ├── narrative-template.md # Narrative planning template
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│ └── workflow.yaml
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└── create-ux-design/
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├── instructions.md # UX design instructions
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├── ux-design-template.md # UX design template
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├── checklist.md # UX design validation checklist
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└── workflow.yaml
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```
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## Workflow Process
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### Phase 1: Assessment and Routing (Steps 1-5)
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- **Project Analysis**: Determines project type (greenfield/brownfield/legacy)
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- **Scope Assessment**: Classifies into 5 levels based on complexity
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- **Document Discovery**: Identifies existing inputs and documentation
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- **Workflow Routing**: Loads appropriate instruction set based on level
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- **Continuation Handling**: Resumes from previous work when applicable
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### Phase 2: Level-Specific Planning (Steps vary by level)
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**Level 0 (Single File Change / Bug Fix)**:
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- Tech-spec only workflow
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- Single story implementation plan
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- Direct to Phase 4 (implementation)
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**Level 1 (Small Feature)**:
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- Tech-spec only workflow
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- Epic breakdown with 2-5 stories
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- Direct to Phase 4 (implementation)
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**Level 2 (Feature Set / Small Project)**:
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- PRD workflow (strategic product document)
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- Generates `PRD.md` and `epics.md`
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- Then runs tech-spec workflow (lightweight solutioning)
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- Then to Phase 4 (implementation)
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**Level 3-4 (Medium to Enterprise Projects)**:
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- PRD workflow (comprehensive product specification)
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- Generates `PRD.md` and `epics.md`
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- Hands off to Phase 3 (create-architecture workflow)
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- Full architecture design before implementation
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### Phase 3: Validation and Handoff (Final steps)
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- **Document Review**: Validates outputs against checklists
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- **Architect Preparation**: For Level 3-4, prepares handoff materials
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- **Next Steps**: Provides guidance for development phase
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## Output
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### Generated Files
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- **Primary output**: PRD.md (except Level 0), tech-spec.md, bmm-workflow-status.md
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- **Supporting files**: epics.md (Level 2-4), PRD-validation-report.md (if validation run)
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### Output Structure by Level
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**Level 0 - Tech Spec Only**:
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- `tech-spec.md` - Single story implementation plan
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- Direct to implementation
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**Level 1 - Tech Spec with Epic Breakdown**:
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- `tech-spec.md` - Epic breakdown with 2-5 stories
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- Direct to implementation
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**Level 2 - PRD + Tech Spec**:
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- `PRD.md` - Strategic product document (goals, requirements, user journeys, UX principles, UI goals, epic list, scope)
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- `epics.md` - Tactical implementation roadmap (detailed story breakdown)
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- `tech-spec.md` - Lightweight technical planning (generated after PRD)
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- Then to implementation
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**Level 3-4 - PRD + Full Architecture**:
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- `PRD.md` - Comprehensive product specification
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- `epics.md` - Complete epic/story breakdown
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- Hands off to create-architecture workflow (Phase 3)
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- `architecture.md` - Generated by architect workflow
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- Then to implementation
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## Requirements
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- **Input Documents**: Product brief and/or market research (recommended but not required)
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- **Project Configuration**: Valid config.yaml with project_name and output_folder
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- **Assessment Readiness**: Clear understanding of project scope and objectives
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## Best Practices
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### Before Starting
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1. **Gather Context**: Collect any existing product briefs, market research, or requirements
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2. **Define Scope**: Have a clear sense of project boundaries and complexity
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3. **Prepare Stakeholders**: Ensure key stakeholders are available for input if needed
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### During Execution
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1. **Be Honest About Scope**: Accurate assessment ensures appropriate planning depth
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2. **Leverage Existing Work**: Reference previous documents and avoid duplication
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3. **Think Incrementally**: Remember that planning can evolve - start with what you know
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### After Completion
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1. **Validate Against Checklist**: Use included validation criteria to ensure completeness
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2. **Share with Stakeholders**: Distribute appropriate documents to relevant team members
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3. **Prepare for Architecture**: For Level 3-4 projects, ensure architect has complete context
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## Troubleshooting
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### Common Issues
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**Issue**: Workflow creates wrong level of documentation
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- **Solution**: Review project assessment and restart with correct scope classification
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- **Check**: Verify the bmm-workflow-status.md reflects actual project complexity
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**Issue**: Missing input documents cause incomplete planning
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- **Solution**: Gather recommended inputs or proceed with manual context gathering
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- **Check**: Ensure critical business context is captured even without formal documents
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**Issue**: Continuation from previous session fails
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- **Solution**: Check for existing bmm-workflow-status.md and ensure output folder is correct
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- **Check**: Verify previous session completed at a valid checkpoint
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## Customization
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To customize this workflow:
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1. **Modify Assessment Logic**: Update instructions-router.md to adjust level classification
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2. **Adjust Templates**: Customize PRD, tech-spec, or epic templates for organizational needs
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3. **Add Validation**: Extend checklist.md with organization-specific quality criteria
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4. **Configure Outputs**: Modify workflow.yaml to change file naming or structure
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## Version History
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- **v6.0.0** - Scale-adaptive architecture with intelligent routing
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- Multi-level project support (0-4)
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- Continuation and resumption capabilities
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- Template-driven output generation
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- Input document integration
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## Support
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For issues or questions:
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- Review the workflow creation guide at `/bmad/bmb/workflows/create-workflow/workflow-creation-guide.md`
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- Validate output using `checklist.md`
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- Consult project assessment in `bmm-workflow-status.md`
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- Check continuation status in existing output documents
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---
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_Part of the BMad Method v6 - BMM (Method) Module_
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