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Engineering Stage

ES-101 — Vision and Problem Definition

Create the ES-101 vision artifacts and prepare the project for requirements work.

Lifecycle: Framing Page: Activities

ES-101 Activities

Purpose

This page guides the engineering work for ES-101.

Complete the activities in order. Each activity produces or improves an artifact under docs/vision/.


Activity 1 — Define the problem

Start with the problem, not the solution.

Create:

docs/vision/problem_statement.md

Use template:

template-library/vision/problem_statement.md

Your problem statement should answer:

  • What problem exists?
  • Who experiences it?
  • What happens if it is not addressed?
  • Why is the problem worth solving now?
  • What evidence or observations support the claim?

Quality test

A reviewer should be able to understand the problem without knowing the proposed solution.

Evidence Produced

This activity produces problem-definition evidence that will guide requirements and scope decisions.


Activity 2 — Write the vision statement

Create:

docs/vision/vision_statement.md

Use template:

template-library/vision/vision_statement.md

The vision statement should describe the intended engineering direction.

It should include:

  • system purpose;
  • intended improvement;
  • affected stakeholders;
  • broad system boundary;
  • trustworthiness expectation.

Quality test

The vision should help decide whether a proposed requirement belongs in the project.

Evidence Produced

This activity produces purpose evidence for downstream requirements, architecture, release, and governance decisions.


Activity 3 — Identify stakeholders

Create:

docs/vision/stakeholders.md

Use template:

template-library/vision/stakeholders.md

Identify stakeholder groups, not only individual users.

Include:

  • primary users;
  • affected parties;
  • operators;
  • maintainers;
  • reviewers;
  • governance stakeholders;
  • people who may be harmed by system failure or misuse.

Quality test

A reviewer should be able to see whose needs, risks, and responsibilities must be considered.

Evidence Produced

This activity produces stakeholder evidence that will influence requirements, oversight, testing, and communication.


Activity 4 — Define scope

Create:

docs/vision/scope.md

Use template:

template-library/vision/scope.md

Define:

  • in scope;
  • out of scope;
  • deferred;
  • explicitly prohibited;
  • open scope questions.

Scope should be specific enough to prevent uncontrolled expansion.

Quality test

A reviewer should be able to reject a proposed feature because it is outside the current scope.

Evidence Produced

This activity produces boundary evidence that protects later engineering stages from uncontrolled expansion.


Activity 5 — Record assumptions

Create:

docs/vision/assumptions.md

Use template:

template-library/vision/assumptions.md

Record assumptions about:

  • users;
  • data;
  • operations;
  • policy;
  • technology;
  • AI behavior;
  • adoption;
  • review;
  • organizational support.

For each assumption, identify whether it should be validated later.

Quality test

A reviewer should be able to identify which claims are known and which are assumed.

Evidence Produced

This activity produces assumption evidence that later stages may validate, revise, or retire.


Activity 6 — Define success metrics

Create:

docs/vision/success_metrics.md

Use template:

template-library/vision/success_metrics.md

Define success in terms that can influence engineering.

Include:

  • outcome metrics;
  • operational metrics;
  • quality or trust metrics;
  • adoption or usability indicators;
  • evidence required to evaluate success.

Quality test

A reviewer should be able to tell whether success could be evaluated after a pilot or release.

Evidence Produced

This activity produces success evidence for requirements, testing, release readiness, and stewardship.


Activity 7 — Complete the vision readiness summary

Create:

docs/vision/vision_readiness_summary.md

Use template:

template-library/vision/vision_readiness_summary.md

Summarize:

  • what problem is being solved;
  • who the stakeholders are;
  • what is in and out of scope;
  • key assumptions;
  • success criteria;
  • unresolved questions;
  • readiness for ES-102.

Quality test

A reviewer should be able to read the summary and decide whether requirements work can begin.

Evidence Produced

This activity produces transition evidence from vision work to requirements work.


Use this sequence:

problem_statement.md
  ↓
vision_statement.md
  ↓
stakeholders.md
  ↓
scope.md
  ↓
assumptions.md
  ↓
success_metrics.md
  ↓
vision_readiness_summary.md

Do not treat this as rigid. If success metrics reveal a scope problem, return to scope. If stakeholders reveal a missing problem dimension, update the problem statement.

Iteration is acceptable when the evidence is updated.


AI assistance

AI Assistance

AI may help review each artifact for ambiguity.

Useful prompts include identifying vague claims in the problem statement, listing potentially missing stakeholders, identifying assumptions that should be validated before architecture, and checking whether success metrics are measurable or merely slogans.

Do not allow AI to invent stakeholder needs without verification.


Common pitfall

Common Pitfall

Do not write the readiness summary first.

The summary should synthesize evidence already produced. It should not replace the underlying artifacts.


Engineering insight

Engineering Insight

Vision work is complete when it makes requirements work easier, not when the wording sounds polished.


Continue to Evidence

Continue through ES-101 by moving to Evidence.

Continue to Evidence →