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.md

GitHub

What 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.

  1. Vision Doc template — IIBA "Business Need / Solution Vision" structure
  2. docs/vision/ naming convention — VISION-{slug}.md (no draft/final rename, no ticket linkage)
  3. Dual-output rendering — living interactive HTML through the session + .docx on wrap (per interactive-document-rendering-skill)
  4. 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, route srs)

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 at docs/vision/{slug}/
  • pptx-specialist-subagent — optional customer presentation deck distilled from the Vision (routes internally to pptx-generate-slide-skill + pptx-generate-template-skill)
  • civiltekk-requirements-specs-skill (route srs) — 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"]