vision-creation-skill
Create the customer-facing Vision Document (IIBA Business Need/Solution Vision) from a discovery session. Triggers: create vision, vision document, concept brief, solution vision.
SKILL.mdskills/vision-creation-skill/SKILL.md
GitHubWhat I do
I provide the Vision Document template and workflow for the customer-facing discovery stage. The Vision captures what the client and delivery team agreed the product should be — before any internal requirements engineering. It is shared WITH the customer for sign-off, unlike the internal SRS.
- Vision Doc template — IIBA "Business Need / Solution Vision" structure
- docs/vision/ naming convention —
VISION-{slug}.md(no draft/final rename, no ticket linkage) - Dual-output rendering — living interactive HTML through the session + .docx on wrap (per
interactive-document-rendering-skill) - Wireframe co-location — wireframes live beside the Vision at
docs/vision/{slug}/wireframe-*.html
When to use me
Use this skill when:
- A customer discovery session is running and needs its output captured
- Someone says "create vision", "vision document", "concept brief", "solution vision", "discovery output"
- You need a customer-facing artifact to align stakeholders and get sign-off (NOT an internal requirements spec — that is
civiltekk-requirements-specs-skill, routesrs)
Trigger phrases: "create vision", "vision document", "concept brief", "solution vision", "discovery output", "capture the vision", "write a vision doc"
Audience & sensitivity
The Vision is customer-facing. Keep tone non-technical where possible, avoid internal tradeoffs (build-vs-buy rationale, non-goals, cost baselines), and treat any client-shared material as confidential. Capture client statements verbatim in a notes section.
Related
discovery-specialist-subagent— the agent that runs the live discovery session and produces the Vision (this skill is its template)interactive-document-rendering-skill— the shared HTML + DOCX rendering standard (living HTML for Vision)wireframer-skill— generates the wireframes co-located atdocs/vision/{slug}/pptx-specialist-subagent— optional customer presentation deck distilled from the Vision (routes internally topptx-generate-slide-skill+pptx-generate-template-skill)civiltekk-requirements-specs-skill(routesrs) — the DOWNSTREAM internal doc; the signed Vision feeds into the SRS (different audience, different skill)
Vision Document Template
Header
# Vision: {Feature / Solution Name}
**Status**: Draft | In Review | Approved (client sign-off)
**Client / Sponsor**: {name}
**Author**: {name}
**Date**: {YYYY-MM-DD}
**Discovery session**: {date(s) of workshop}
No
**SRS**:/**PLAN**:linkage. The Vision is upstream of tickets. When an SRS is later authored from this Vision, the SRS links back to the Vision — not the reverse.
Sections
1. Problem / Opportunity
## Problem / Opportunity
{What problem exists today, or what opportunity is on the table? State it in the
client's own framing. Who is affected? What is the cost of inaction?}
2. Target Outcomes
## Target Outcomes
What "better" looks like once this exists — expressed as outcomes, not features.
- {Outcome 1 — measurable or observable}
- {Outcome 2}
3. Proposed Solution (Summary)
## Proposed Solution
A plain-language summary of the agreed direction. Reference wireframes by name
(co-located at docs/vision/{slug}/). Keep this high-level — detail belongs in the SRS.
- Key capabilities
- Primary user flows (link wireframe files)
4. Success Measures
## Success Measures
How the client will judge success after launch.
| Measure | Today | Target | How observed |
|---|---|---|---|
| {measure} | {baseline} | {goal} | {source} |
5. Assumptions & Constraints
## Assumptions & Constraints
- {Assumption — something we believe to be true}
- {Constraint — budget, timeline, regulatory, integration}
6. Scope Boundaries
## Scope Boundaries
### In scope
- {what this initiative covers}
### Out of scope (this phase)
- {explicitly deferred — prevents scope creep in the SRS phase}
7. Open Questions
## Open Questions
- [ ] {question} — **Owner**: {who} — **Needed by**: {phase}
8. Client Notes (verbatim)
## Client Notes
Captured verbatim during the discovery session. These are the source of truth
for intent when the SRS is authored.
- "{client statement / reaction}"
- "{constraint mentioned in passing}"
docs/vision/ Naming & Placement
docs/vision/
├── VISION-{slug}.md # source Markdown (canonical)
├── {slug}/
│ ├── VISION-{slug}.interactive.html # living interactive HTML (regenerated through session)
│ ├── VISION-{slug}.docx # formal deliverable (rendered on wrap)
│ └── wireframe-*.html # wireframer-generated wireframes
{slug}= kebab-case from the Vision title (e.g. "Inventory Dashboard" →inventory-dashboard)- No
VISION-draft-*→VISION-{key}rename — the Vision is not ticket-keyed. It keeps its slug name for life. - The interactive HTML is regenerated after each wireframe/feedback round so the client always sees the current state.
Rendering
Render dual outputs per interactive-document-rendering-skill:
- Interactive HTML — living: regenerate after each discovery round (sidebar nav, dark-mode-aware, color-aware selection)
- Word .docx — render once on wrap for client sign-off (auto-TOC, hyperlinked headers, section page-breaks)
Optional customer presentation deck: after the Vision is approved, distill it into a slide deck via pptx-specialist-subagent (delegate via Task tool — it requires a user-supplied Slide Master template and routes to pptx-generate-slide-skill) for steering-committee or client meetings. This is a peer deliverable, linked from the Vision. Delegation binding (§Portability contract, applies here and to the Image-routing paragraph below): OpenCode and Claude Code — Task tool; Other/none (no subagent tool) — run the referenced skill's steps inline.
Image routing: if client-shared screenshots/reference images must be described, delegate to image-analyzer-subagent (do not interpret inline).
Return Contract
**Status:** [success | partial | failed]
**Output:** docs/vision/VISION-{slug}.md
**Summary:** Vision drafted with N sections + M wireframes; living HTML + docx rendered to docs/vision/{slug}/
**Issues:** [blockers, warnings, or "None"]