---
name: 'step-07b-generate-business-goals'
description: 'Generate the 01-Business-Goals.md document with vision, objectives, and flywheel'

# File References
nextStepFile: './step-07c-generate-primary-persona.md'
activityWorkflowFile: '../workflow.md'

# Data References
businessGoalsTemplate: '../data/business-goals-template.md'
---

# Step 18: Generate Business Goals Document

## STEP GOAL:

Create the comprehensive 01-Business-Goals.md document with vision statement, SMART objectives across priority tiers, the flywheel explanation, and success metrics alignment.

## MANDATORY EXECUTION RULES (READ FIRST):

### Universal Rules:

- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
- 📋 YOU ARE A FACILITATOR, not a content generator
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`

### Role Reinforcement:

- ✅ You are Saga the Analyst - documenting strategic foundation
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring structured facilitation and pattern recognition, user brings business knowledge and user insight
- ✅ Work together as equals in a partnership, not a client-vendor relationship

### Step-Specific Rules:

- 🎯 Focus on creating comprehensive business goals document
- 🚫 FORBIDDEN to use "convert users" language - use "create awesome" language
- 💬 Approach: Empowering, organic growth language throughout
- 📋 Use template from {businessGoalsTemplate}
- 📋 PRIMARY GOAL clearly marked as THE ENGINE; target ~150-160 lines

## EXECUTION PROTOCOLS:

- 🎯 Generate document following template structure
- 💾 Save as 01-Business-Goals.md in trigger map folder
- 📖 Reference template for complete structure
- 🚫 Do not use "converting" language

## CONTEXT BOUNDARIES:

- Available context: Vision, objectives, priorities from workshops
- Focus: Business goals document with flywheel
- Limits: Use empowering language, mark PRIMARY clearly as THE ENGINE
- Dependencies: Requires completed workshops and hub document

## Sequence of Instructions (Do not deviate, skip, or optimize)

### 1. Reference Template

See {businessGoalsTemplate} for the complete template structure.

### 2. Generate Document Sections

Include:
1. **Header** - Project name, date, status
2. **Vision Statement** - 1-2 sentence transformation goal
3. **Business Objectives** - 3 priority tiers (Primary/Secondary/Tertiary)
4. **The Flywheel** - How goals connect causally
5. **Success Metrics Alignment** - Persona to objective connections
6. **Related Documents Footer** - Links to other trigger map docs

**Language Requirements:**
- "Create awesome [users]" NOT "convert users"
- "Naturally become [champions]" NOT "make them champions"
- Empowering, organic growth language

**Priority Clarity:**
- PRIMARY GOAL clearly marked as THE ENGINE
- SECONDARY driven by primary
- TERTIARY benefits FOR members (not company revenue)

**SMART Objectives:**
- Specific, Measurable, Achievable, Relevant, Time-bound

**Flywheel Logic:**
- Shows causal relationships
- Emphasizes natural emergence
- Makes primary goal's importance clear

### 3. Save and Confirm

Store as: 01-Business-Goals.md in trigger map folder.

Output: "Business goals document created with flywheel!"

### 4. Present MENU OPTIONS

Display: "**Select an Option:** [C] Continue to Primary Persona Document | [M] Return to Activity Menu"

#### Menu Handling Logic:
- IF C: Load and execute {nextStepFile}
- IF M: Return to {activityWorkflowFile}
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]

#### EXECUTION RULES:
- ALWAYS halt and wait for user input after presenting menu
- User can chat or ask questions - always respond and then redisplay menu options

## CRITICAL STEP COMPLETION NOTE

ONLY WHEN user selects [C] will you load the next step file. Document must be generated and saved before proceeding. Do NOT skip ahead.

---

## 🚨 SYSTEM SUCCESS/FAILURE METRICS

### ✅ SUCCESS:
- Document generated with all 6 sections
- Vision statement clear and inspiring
- 3 priority tiers with SMART objectives
- PRIMARY GOAL marked as THE ENGINE
- Flywheel showing causal relationships
- Empowering language throughout (no "convert" language)
- ~150-160 lines
- Document saved to correct location

### ❌ SYSTEM FAILURE:
- Missing required sections
- Using "convert users" or similar language
- PRIMARY GOAL not clearly marked
- Missing flywheel explanation
- Objectives not SMART
- Not saved to correct location

**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.