Handbook
Product bootstrap flow — from zero to first Charge
This document describes the step-by-step process for bootstrapping a new product through dialog using the Forge Product Manager agent. Each step produces a concrete artifact seeded from blueprint temp
Product bootstrap flow — from zero to first Charge
This document describes the step-by-step process for bootstrapping a new product through dialog using the Forge Product Manager agent. Each step produces a concrete artifact seeded from blueprint templates.
Prerequisites
- Forge SDLC is configured (
forge/forge.config.yamlexists, or runforge-setupfirst). blueprints/is available as a submodule or copy.docs/product/directory exists (or will be created during bootstrap).
The pipeline
Step 1: Problem definition
PDLC phase: P1 (Discover)
Goal: Articulate the core problem in customer language.
Dialog questions: - Who is the target user or customer? - What problem or unmet need do they have? - How are they solving it today (alternatives, workarounds)? - Why does this problem matter (frequency, severity, willingness to pay)?
Output: Populate docs/product/vision/VISION.md using template:
- blueprints/product/templates/VISION.template.md (lightweight) or
- blueprints/pdlc/templates/PRODUCT-VISION.template.md (comprehensive)
Versona checkpoint: Consider invoking BA Versona to challenge problem clarity.
Step 2: Market analysis
PDLC phase: P1 (Discover)
Goal: Size the opportunity and understand market dynamics.
Dialog questions: - What market or category does this product belong to? - How large is the total addressable market (TAM)? - What segments can you realistically serve (SAM)? - What share can you realistically capture near-term (SOM)? - What market trends or technology shifts are relevant? - What regulatory or compliance constraints exist?
Output: Create docs/product/discovery/market-analysis.md using template:
- blueprints/pdlc/templates/MARKET-ANALYSIS.template.md
Step 3: Competitive landscape
PDLC phase: P1 (Discover)
Goal: Map the competitive landscape and identify differentiation.
Dialog questions: - Who are the direct competitors (same problem, same audience)? - Who are the indirect competitors (same problem, different approach)? - Who could enter this market (adjacent players, platforms)? - Where do competitors excel? Where are they weak? - What is your differentiation — the 1–2 things no competitor matches? - What moats exist or can be built (network effects, data, switching costs)?
Output: Create docs/product/discovery/competitive-analysis.md using template:
- blueprints/pdlc/templates/COMPETITIVE-ANALYSIS.template.md
Versona checkpoint: Consider invoking Product Management Versona to challenge competitive positioning.
Step 4: Business case
PDLC phase: P3 (Strategize) — or P1 for lightweight version
Goal: Justify the investment with costs, benefits, and risks.
Dialog questions: - What is the estimated cost to build (time, people, infrastructure)? - What are the expected benefits (revenue, cost savings, strategic value)? - What are the key risks and assumptions? - What alternatives were considered? - What does success look like (quantified)?
Output: Create docs/product/business-case.md using template:
- blueprints/disciplines/product/ba/templates/business-case.template.md
Step 5: Product vision and metrics
PDLC phase: P3 (Strategize)
Goal: Define the product vision, OKRs, and success metrics.
Dialog questions: - What is the product vision (one sentence)? - What are the top 2–3 objectives for the next 6–12 months? - What key results would prove progress on each objective? - What is the North Star metric? - What health metrics must not degrade?
Output:
- Update docs/product/vision/VISION.md with strategy sections.
- Create docs/product/metrics/PRODUCT-METRICS.md using blueprints/pdlc/templates/PRODUCT-METRICS.template.md.
Step 6: High-level roadmap
PDLC phase: P3 (Strategize)
Goal: Sequence initiatives against the strategy.
Dialog questions: - What are the major themes or initiatives for the next 2–4 quarters? - What is the delivery approach for each (PoC, MVP, Phase)? - What are the dependencies between themes? - What is committed (near-term) vs aspirational (far-term)?
Output: Create docs/ROADMAP.md using:
- blueprints/sdlc/templates/ROADMAP.template.md
Structure the roadmap as: NOW (committed, next 1–2 iterations) / NEXT (planned, next quarter) / LATER (aspirational, 2+ quarters).
Step 7: WBS decomposition
PDLC phase: P3 / SDLC Phase A
Goal: Break the roadmap into a work breakdown structure.
Dialog questions: - What are the major themes (high-level groupings)? - For each theme, what are the epics (large deliverables)? - For each epic, what are the stories (user-facing value units)? - For each story, what tasks are needed?
Output: Create docs/requirements/WBS.md using:
- blueprints/pdlc/templates/WBS.template.md
Use the project's ID scheme (e.g. M1E1S1T1) as defined in PLANNING-FLOW.md.
Versona checkpoint: Consider invoking BA Versona to challenge requirements completeness and PM Versona (Governance) to challenge scope and schedule feasibility.
Step 8: First Product Spark
PDLC phase: P3 → SDLC Phase A
Goal: Define the first Product Spark with a clear delivery approach.
Dialog questions: - What is the highest-priority initiative from the roadmap? - What is the appropriate approach: PoC (validate hypothesis), MVP (deliver core value), or Phase (incremental capability)? - What are the Assay Gate criteria for this Product Spark? - How many Forge iterations will this take (estimate)?
Output: Create the Product Spark plan using the appropriate template:
- PoC: blueprints/sdlc/methodologies/forge/planning/poc-plan.template.md
- MVP: blueprints/sdlc/methodologies/forge/planning/mvp-plan.template.md
- Phase: blueprints/sdlc/methodologies/forge/planning/phase-plan.template.md
Place the plan in forge/releases/ or docs/requirements/ per project convention.
Step 9: First Charge
Goal: Populate the first Forge Charge with product bootstrap Sparks.
If product artifacts from Steps 1–8 are not yet complete, use the first charge template to create a Charge that completes them as Sparks.
If Steps 1–8 are complete, skip to Step 10 and create a Charge with implementation Sparks.
Output: Create or update forge/charge.md from:
- first-charge.template.md (this package) — if bootstrapping
- blueprints/sdlc/methodologies/forge/daily/charge.template.md — if ready for implementation
Step 10: Plan Sparks through dialog
Goal: Decompose the first Product Spark into phase-tagged Sparks.
Dialog approach:
1. List the Ingots (Epics/Stories) from the WBS that belong to this Product Spark.
2. For each Ingot, decompose into Sparks with phase prefixes:
- discover: — research, interviews, analysis
- specify: — requirements, acceptance criteria, specifications
- design: — architecture, UX design, data modeling
- build: — implementation, integration
- verify: — testing, validation, QA
- release: — deployment, documentation, communication
3. Estimate each Spark (1–4 hours).
4. Assign Sparks to Forge iterations.
5. Identify which Versonas should challenge which Sparks.
Output: Updated backlog with phase-tagged Sparks assigned to iterations.
After bootstrap
Once the first Charge is populated and Sparks are planned:
- Begin daily execution using
forge-daily— pull Sparks into Charge, switch hats, log in journal. - Run Versona challenges at refinement and review ceremonies.
- Update the roadmap as you learn — new Ore from P5 discovery.
- Prepare for Assay Gate — assemble evidence against the Product Spark's criteria.
References
- Planning flow — vision to daily Sparks — Forge planning pipeline
- Forge ↔ SDLC ↔ PDLC bridge — Forge lifecycle bridge
- Forge — ceremonies & events (prescriptive) — ceremony details
- PRODUCT-MANAGEMENT.md — body of knowledge
- Product Management ↔ SDLC ↔ PDLC bridge — lifecycle bridge
Canonical source
Edit https://github.com/autowww/blueprints/blob/main/sdlc/methodologies/forge/product-manager/product-bootstrap-flow.md first; regenerate with docs/build-handbook.py.