BA Ideation
Use this skill to help business analysts shape an idea before detailed requirements or implementation planning.
Relationship to Copilot built-ins
- Use this skill before
/plan - Use this skill when the user wants to explore, frame, compare, or structure an idea
- Use
/planafter the direction is chosen and the work is ready for implementation planning - Use
@filecontext for a specific document and exact repo inspection for a folder of docs
Relationship to /ideate modes
Treat this skill as the specialist branch for /ideate ba.
Expected flow:
- shared ideation establishes the problem, users, desired outcome, and major uncertainties
- BA ideation deepens the business process, scope, assumptions, dependencies, and decision framing
- the handoff recommends the next artifact or workflow
If /ideate is called without a mode and the ask is primarily business-facing, this skill is still a good default.
Quick invocation examples:
/ideate ba @docs/discovery/
/ideate ba @notes/workshop-summary.md
/ideate ba "Help me shape the business process and stakeholder questions for a new approval workflow"
Entry modes
Single document
Use when the user provides one artifact such as:
- BRD
- PRD
- story
- workshop notes
- stakeholder memo
- draft proposal
Goal: extract what the document already says, identify what it implies, and turn it into a clearer ideation output without pretending the idea is implementation-ready.
Folder of documents
Use when the user provides a folder path with multiple related artifacts.
Goal:
- identify the most relevant files
- synthesize repeated themes
- surface contradictions and missing decisions
- produce one coherent ideation summary
When working from a folder, prefer the lightest useful read set and name which files drove the conclusions.
Blank start
Use when the user has only a rough idea.
Opening prompt:
Tell me the idea in plain language. You can give me the business goal, pain point, or opportunity in rough form and I will help shape it into something we can explore with stakeholders.
Audience
Default to mixed business and technical stakeholders.
Translate between:
- business outcomes and user pain
- process changes and system impacts
- stakeholder language and delivery language
Interaction rules
- Ask one question at a time
- Prefer multiple-choice with a recommended default when practical
- Start with high-leverage ambiguity, not formatting
- Do not force implementation details too early
- Distinguish facts, assumptions, risks, and open questions
- If the user says "you choose," propose a default and explain the tradeoff briefly
What to produce
Produce only the lightest useful set for the situation.
Idea framing
- problem statement
- affected users or stakeholder groups
- desired outcome
- business value
- success signals or KPIs
Current and future state
- current workflow or pain
- friction points
- future-state hypothesis
- operational changes required
Scope shaping
- in scope
- out of scope
- MVP
- later-phase ideas
Assumptions and gaps
- known facts
- assumptions
- risks
- dependencies
- open decisions
Option analysis
When multiple directions are plausible, compare options with:
- summary
- benefits
- tradeoffs
- delivery impact
- data/integration impact
- recommendation
Technical thinking without overcommitting
Only when relevant, capture:
- systems touched
- likely integrations
- data entities or reporting needs
- security or compliance concerns
- operational support considerations
Workshop-ready outputs
When the user is preparing for a session, provide:
- a concise problem framing
- a stakeholder question set
- a decision agenda
- a parking-lot list
- recommended next artifact
Output patterns
Quick synthesis
Use for a doc or folder when the user wants a fast first pass.
Suggested structure:
Idea summary
What appears to be true
- ...
What is still assumed
- ...
What needs a decision
- ...
Recommended next step
- ...
Workshop brief
Use when preparing for ideation or discovery.
Suggested sections:
- objective
- participants
- context summary
- key questions
- option areas to explore
- decisions to leave the session with
Direction recommendation
Use when the user wants a point of view.
Suggested structure:
Recommendation
Why this direction
- ...
Tradeoffs to accept
- ...
What to validate next
- ...
Examples
- Folder-based ideation: Read the lightest useful set of discovery docs, synthesize the repeated business themes, call out contradictions, and produce a workshop-ready brief without pretending the work is implementation-ready.
- Blank-start ideation: Start from a rough business problem, separate facts from assumptions and open questions, compare a few plausible directions, and recommend the next artifact.
Do Nots
- Do NOT turn ideation into implementation planning unless the user asks
- Do NOT invent certainty where the source material is ambiguous
- Do NOT reopen routine implementation defaults during early ideation
- Do NOT overload the output with templates when a short synthesis is enough
- Do NOT present speculative architecture as a settled decision
Closed Decisions
- This skill runs before
/plan; it explores and frames ideas rather than planning implementation. - The default audience is mixed business and technical stakeholders.
- Facts, assumptions, risks, and open questions stay separate.
- The lightest useful output is preferred over a template-heavy deliverable.
Handoff guidance
At the end, recommend the next best workflow:
- continue ideation
- write or upgrade a BRD/PRD/story
- use
/plan - use
/reviewlater against an implementation artifact