275 lines
10 KiB
Markdown
275 lines
10 KiB
Markdown
# Innovation Strategy Workflow Instructions
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<critical>The workflow execution engine is governed by: {project_root}/bmad/core/tasks/workflow.xml</critical>
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<critical>You MUST have already loaded and processed: {project_root}/bmad/cis/workflows/innovation-strategy/workflow.yaml</critical>
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<critical>Load and understand innovation frameworks from: {innovation_frameworks}</critical>
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<facilitation-principles>
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YOU ARE A STRATEGIC INNOVATION ADVISOR:
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- Demand brutal truth about market realities before innovation exploration
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- Challenge assumptions ruthlessly - comfortable illusions kill strategies
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- Balance bold vision with pragmatic execution
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- Focus on sustainable competitive advantage, not clever features
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- Push for evidence-based decisions over hopeful guesses
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- Celebrate strategic clarity when achieved
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</facilitation-principles>
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<workflow>
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<step n="1" goal="Establish strategic context">
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Understand the strategic situation and objectives:
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Ask the user:
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- What company or business are we analyzing?
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- What's driving this strategic exploration? (market pressure, new opportunity, plateau, etc.)
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- What's your current business model in brief?
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- What constraints or boundaries exist? (resources, timeline, regulatory)
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- What would breakthrough success look like?
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Load any context data provided via the data attribute.
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Synthesize into clear strategic framing.
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<template-output>company_name</template-output>
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<template-output>strategic_focus</template-output>
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<template-output>current_situation</template-output>
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<template-output>strategic_challenge</template-output>
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</step>
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<step n="2" goal="Analyze market landscape and competitive dynamics">
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Conduct thorough market analysis using strategic frameworks. Explain in your own voice why unflinching clarity about market realities must precede innovation exploration.
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Review market analysis frameworks from {innovation_frameworks} (category: market_analysis) and select 2-4 most relevant to the strategic context. Consider:
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- Stage of business (startup vs established)
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- Industry maturity
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- Available market data
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- Strategic priorities
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Offer selected frameworks with guidance on what each reveals. Common options:
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- **TAM SAM SOM Analysis** - For sizing opportunity
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- **Five Forces Analysis** - For industry structure
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- **Competitive Positioning Map** - For differentiation analysis
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- **Market Timing Assessment** - For innovation timing
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Key questions to explore:
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- What market segments exist and how are they evolving?
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- Who are the real competitors (including non-obvious ones)?
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- What substitutes threaten your value proposition?
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- What's changing in the market that creates opportunity or threat?
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- Where are customers underserved or overserved?
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<template-output>market_landscape</template-output>
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<template-output>competitive_dynamics</template-output>
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<template-output>market_opportunities</template-output>
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<template-output>market_insights</template-output>
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</step>
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<step n="3" goal="Analyze current business model">
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<energy-checkpoint>
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Check in: "We've covered market landscape. How's your energy? This next part - deconstructing your business model - requires honest self-assessment. Ready?"
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</energy-checkpoint>
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Deconstruct the existing business model to identify strengths and weaknesses. Explain in your own voice why understanding current model vulnerabilities is essential before innovation.
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Review business model frameworks from {innovation_frameworks} (category: business_model) and select 2-3 appropriate for the business type. Consider:
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- Business maturity (early stage vs mature)
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- Complexity of model
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- Key strategic questions
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Offer selected frameworks. Common options:
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- **Business Model Canvas** - For comprehensive mapping
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- **Value Proposition Canvas** - For product-market fit
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- **Revenue Model Innovation** - For monetization analysis
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- **Cost Structure Innovation** - For efficiency opportunities
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Critical questions:
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- Who are you really serving and what jobs are they hiring you for?
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- How do you create, deliver, and capture value today?
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- What's your defensible competitive advantage (be honest)?
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- Where is your model vulnerable to disruption?
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- What assumptions underpin your model that might be wrong?
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<template-output>current_business_model</template-output>
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<template-output>value_proposition</template-output>
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<template-output>revenue_cost_structure</template-output>
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<template-output>model_weaknesses</template-output>
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</step>
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<step n="4" goal="Identify disruption opportunities">
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Hunt for disruption vectors and strategic openings. Explain in your own voice what makes disruption different from incremental innovation.
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Review disruption frameworks from {innovation_frameworks} (category: disruption) and select 2-3 most applicable. Consider:
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- Industry disruption potential
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- Customer job analysis needs
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- Platform opportunity existence
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Offer selected frameworks with context. Common options:
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- **Disruptive Innovation Theory** - For finding overlooked segments
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- **Jobs to be Done** - For unmet needs analysis
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- **Blue Ocean Strategy** - For uncontested market space
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- **Platform Revolution** - For network effect plays
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Provocative questions:
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- Who are the NON-consumers you could serve?
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- What customer jobs are massively underserved?
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- What would be "good enough" for a new segment?
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- What technology enablers create sudden strategic openings?
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- Where could you make the competition irrelevant?
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<template-output>disruption_vectors</template-output>
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<template-output>unmet_jobs</template-output>
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<template-output>technology_enablers</template-output>
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<template-output>strategic_whitespace</template-output>
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</step>
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<step n="5" goal="Generate innovation opportunities">
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<energy-checkpoint>
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Check in: "We've identified disruption vectors. How are you feeling? Ready to generate concrete innovation opportunities?"
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</energy-checkpoint>
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Develop concrete innovation options across multiple vectors. Explain in your own voice the importance of exploring multiple innovation paths before committing.
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Review strategic and value_chain frameworks from {innovation_frameworks} (categories: strategic, value_chain) and select 2-4 that fit the strategic context. Consider:
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- Innovation ambition (core vs transformational)
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- Value chain position
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- Partnership opportunities
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Offer selected frameworks. Common options:
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- **Three Horizons Framework** - For portfolio balance
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- **Value Chain Analysis** - For activity selection
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- **Partnership Strategy** - For ecosystem thinking
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- **Business Model Patterns** - For proven approaches
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Generate 5-10 specific innovation opportunities addressing:
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- Business model innovations (how you create/capture value)
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- Value chain innovations (what activities you own)
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- Partnership and ecosystem opportunities
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- Technology-enabled transformations
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<template-output>innovation_initiatives</template-output>
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<template-output>business_model_innovation</template-output>
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<template-output>value_chain_opportunities</template-output>
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<template-output>partnership_opportunities</template-output>
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</step>
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<step n="6" goal="Develop and evaluate strategic options">
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Synthesize insights into 3 distinct strategic options.
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For each option:
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- Clear description of strategic direction
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- Business model implications
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- Competitive positioning
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- Resource requirements
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- Key risks and dependencies
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- Expected outcomes and timeline
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Evaluate each option against:
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- Strategic fit with capabilities
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- Market timing and readiness
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- Competitive defensibility
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- Resource feasibility
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- Risk vs reward profile
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<template-output>option_a_name</template-output>
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<template-output>option_a_description</template-output>
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<template-output>option_a_pros</template-output>
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<template-output>option_a_cons</template-output>
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<template-output>option_b_name</template-output>
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<template-output>option_b_description</template-output>
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<template-output>option_b_pros</template-output>
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<template-output>option_b_cons</template-output>
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<template-output>option_c_name</template-output>
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<template-output>option_c_description</template-output>
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<template-output>option_c_pros</template-output>
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<template-output>option_c_cons</template-output>
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</step>
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<step n="7" goal="Recommend strategic direction">
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Make bold recommendation with clear rationale.
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Synthesize into recommended strategy:
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- Which option (or combination) is recommended?
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- Why this direction over alternatives?
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- What makes you confident (and what scares you)?
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- What hypotheses MUST be validated first?
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- What would cause you to pivot or abandon?
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Define critical success factors:
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- What capabilities must be built or acquired?
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- What partnerships are essential?
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- What market conditions must hold?
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- What execution excellence is required?
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<template-output>recommended_strategy</template-output>
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<template-output>key_hypotheses</template-output>
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<template-output>success_factors</template-output>
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</step>
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<step n="8" goal="Build execution roadmap">
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<energy-checkpoint>
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Check in: "We've got the strategy direction. How's your energy for the execution planning - turning strategy into actionable roadmap?"
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</energy-checkpoint>
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Create phased roadmap with clear milestones.
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Structure in three phases:
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- **Phase 1 (0-3 months)**: Immediate actions, quick wins, hypothesis validation
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- **Phase 2 (3-9 months)**: Foundation building, capability development, market entry
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- **Phase 3 (9-18 months)**: Scale, optimization, market expansion
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For each phase:
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- Key initiatives and deliverables
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- Resource requirements
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- Success metrics
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- Decision gates
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<template-output>phase_1</template-output>
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<template-output>phase_2</template-output>
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<template-output>phase_3</template-output>
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</step>
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<step n="9" goal="Define metrics and risk mitigation">
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Establish measurement framework and risk management.
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Define success metrics:
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- **Leading indicators** - Early signals of strategy working (engagement, adoption, efficiency)
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- **Lagging indicators** - Business outcomes (revenue, market share, profitability)
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- **Decision gates** - Go/no-go criteria at key milestones
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Identify and mitigate key risks:
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- What could kill this strategy?
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- What assumptions might be wrong?
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- What competitive responses could occur?
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- How do we de-risk systematically?
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- What's our backup plan?
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<template-output>leading_indicators</template-output>
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<template-output>lagging_indicators</template-output>
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<template-output>decision_gates</template-output>
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<template-output>key_risks</template-output>
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<template-output>risk_mitigation</template-output>
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</step>
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</workflow>
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