writing-specs-designs

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Writing Specs & Designs

编写规格与设计文档

Scope

范围

Covers
  • Producing a Spec & Design Doc Pack that helps product, design, and engineering quickly reach shared clarity
  • Converting “insights” into concrete artifacts: a low‑fidelity diagram, flows/states, prototype plan, and testable acceptance criteria
  • Mobile-specific tap economy (when relevant): explicitly optimizing taps and interaction cost
When to use
  • “Write a spec / feature spec / technical spec for this feature.”
  • “Turn these notes into a design doc that engineering can build from.”
  • “Create a shaping-style doc with a diagram of the moving pieces.”
  • “We need a prototype plan to evaluate the feel of this interaction.”
When NOT to use
  • You’re still validating what problem to solve (do discovery / problem definition first).
  • You need a high-level strategy/vision document (do product vision / north star work first).
  • You need a deep engineering architecture design (APIs, schemas, scaling, reliability) rather than product interaction clarity.
  • You only need pixel-perfect UI mocks (this produces specs and structured guidance, not final visuals).
涵盖内容
  • 制作一份规格与设计文档包,帮助产品、设计和开发团队快速达成共识
  • 将“洞察”转化为具体交付物:low-fidelity图、流程/状态、原型计划和可测试的验收标准
  • 移动端专属的tap economy(点击成本优化)(适用时):明确优化点击次数与交互成本
适用场景
  • “为这个功能编写一份规格/功能规格/技术规格文档。”
  • “把这些笔记转化为开发团队可据此进行开发的设计文档。”
  • “创建一份梳理型文档,包含各模块的low-fi图。”
  • “我们需要一份原型计划来评估该交互的体验感。”
不适用场景
  • 你仍在验证要解决的问题是什么(先进行发现/问题定义工作)。
  • 你需要一份高层级的战略/愿景文档(先完成产品愿景/北极星目标工作)。
  • 你需要深度的工程架构设计(API、schema、扩容、可靠性)而非产品交互层面的共识。
  • 你只需要像素级精准的UI mock图(本文档产出的是规格和结构化指导,而非最终视觉稿)。

Inputs

输入要求

Minimum required
  • Feature/change: 1–2 sentence description
  • Target users + primary use case (happy path)
  • Platform(s): web / iOS / Android / desktop (call out mobile explicitly)
  • Goals + non-goals (v1 boundaries)
  • Constraints: timeline, dependencies, policy/legal/privacy, technical constraints
  • Success metrics (1–3) + guardrails (2–5)
Missing-info strategy
  • Ask up to 5 questions from references/INTAKE.md, then proceed.
  • If key info remains missing, state assumptions explicitly and provide 2–3 options (scope/flows/prototype approach).
必填信息
  • 功能/变更:1-2句话描述
  • 目标用户+核心使用场景(理想路径)
  • 平台:网页/iOS/Android/桌面端(明确标注移动端)
  • 目标与非目标(v1版本边界)
  • 约束条件:时间线、依赖项、政策/法律/隐私要求、技术限制
  • 成功指标(1-3个)+ 防护指标(2-5个)
缺失信息处理策略
  • references/INTAKE.md中最多提出5个问题,然后推进工作。
  • 如果关键信息仍缺失,明确说明假设条件,并提供2-3个选项(范围/流程/原型方案)。

Outputs (deliverables)

输出交付物

Produce a Spec & Design Doc Pack in Markdown (in-chat; or as files if the user requests):
  1. Context snapshot (problem, why now, goals/non-goals, constraints, stakeholders)
  2. Low‑fidelity diagram of the moving pieces (≤10) + key decisions
  3. User flows + states (happy path + top edge cases) with clear entry/exit points
  4. Prototype brief (what to prototype, fidelity, timebox, data realism, success criteria)
  5. Requirements + acceptance criteria (testable; must/should/could)
  6. Measurement plan (metrics → data/events → owner → cadence)
  7. Risks / Open questions / Next steps (always included)
Templates: references/TEMPLATES.md
生成一份Markdown格式的规格与设计文档包(可直接在对话中呈现;若用户要求,也可作为文件交付):
  1. 上下文快照(问题、当前背景、目标/非目标、约束条件、相关干系人)
  2. low-fidelity图(展示不超过10个核心模块)+ 关键决策说明
  3. 用户流程+状态(理想路径+主要边缘场景),包含清晰的进入/退出节点
  4. 原型简介(原型内容、保真度、时间限制、数据真实性、成功标准)
  5. 需求+验收标准(可测试;分为必须/应该/可选三个层级)
  6. 度量计划(指标→数据/事件→负责人→频率)
  7. 风险/待解决问题/下一步行动(必须包含)
模板参考:references/TEMPLATES.md

Workflow (8 steps)

工作流程(8个步骤)

1) Choose the smallest artifact set that unblocks the team

1) 选择能为团队扫清障碍的最小交付物组合

  • Inputs: User request + constraints.
  • Actions: Decide whether to deliver: (a) Spec & Design Doc only, or (b) Spec & Design Doc + Prototype Brief emphasis (feel-critical).
  • Outputs: Artifact selection + rationale.
  • Checks: Artifacts match the decision being made (alignment vs build execution vs interaction feel).
  • 输入:用户需求+约束条件。
  • 行动:决定交付内容:(a) 仅规格与设计文档,或(b) 规格与设计文档+重点突出的原型简介(体验关键型场景)。
  • 输出:交付物选择结果+理由。
  • 检查项:交付物与当前要做的决策匹配(对齐共识/开发执行/交互体验)。

2) Intake + context snapshot

2) 信息收集+上下文快照

  • Inputs: references/INTAKE.md.
  • Actions: Ask up to 5 questions; confirm audience/DRI, platform(s), constraints, and success metrics/guardrails.
  • Outputs: Context snapshot section.
  • Checks: You can state the problem, user, and success measure in 1–2 sentences.
  • 输入references/INTAKE.md
  • 行动:最多提出5个问题;确认受众/负责人、平台、约束条件、成功指标/防护指标。
  • 输出:上下文快照章节。
  • 检查项:你能在1-2句话内说明问题、用户群体和成功衡量标准。

3) Lock scope boundaries (and define “tap budget” if mobile)

3) 锁定范围边界(若为移动端则定义“点击预算”)

  • Inputs: Context snapshot.
  • Actions: Write goals, non-goals, out-of-scope, assumptions, dependencies. For mobile flows, define a “tap budget” (max taps to value) and where attention is most fragile.
  • Outputs: Scope boundaries + (optional) tap budget.
  • Checks: “What we are NOT doing” is explicit; mobile value path has a clear tap target.
  • 输入:上下文快照。
  • 行动:撰写目标、非目标、超出范围内容、假设条件、依赖项。对于移动端流程,定义“点击预算”(获取价值所需的最大点击次数)以及注意力最容易分散的节点。
  • 输出:范围边界+(可选)点击预算。
  • 检查项:“我们不做什么”明确清晰;移动端价值路径有明确的点击目标。

4) Draft the low‑fidelity diagram (the “shaping” output)

4) 起草low-fidelity图(梳理型输出)

  • Inputs: Scope + constraints.
  • Actions: Produce a diagram that shows the moving pieces (≤10), data/hand-offs, and where UX decisions matter. Avoid pixel-level UI; prefer clarity of structure.
  • Outputs: Low‑fidelity diagram + annotated decisions.
  • Checks: A partner can say “I know what to build” without a meeting.
  • 输入:范围+约束条件。
  • 行动:生成展示核心模块(≤10个)、数据/交接节点以及UX决策关键节点的图。避免像素级UI细节;优先保证结构清晰。
  • 输出:low-fidelity图+标注的决策说明。
  • 检查项:协作方无需开会就能明确“需要开发什么”。

5) Specify user flows + states (make edge cases concrete)

5) 明确用户流程+状态(将边缘场景具体化)

  • Inputs: Diagram + use case(s).
  • Actions: Document entry points, happy path, and top edge cases; include error/empty/loading states, permissions, and copy notes where ambiguity causes bugs.
  • Outputs: Flow + state table(s).
  • Checks: Another person can role-play the flow; each edge case has an intended outcome.
  • 输入:low-fidelity图+使用场景。
  • 行动:记录进入节点、理想路径和主要边缘场景;包含错误/空/加载状态、权限说明以及可能引发bug的模糊文案注释。
  • 输出:流程+状态表格。
  • 检查项:其他人可以模拟整个流程;每个边缘场景都有明确的预期结果。

6) Write the prototype brief (only where “feel” matters)

6) 撰写原型简介(仅适用于体验关键型场景)

  • Inputs: Flows/states + unknowns.
  • Actions: Identify the 1–3 riskiest interaction uncertainties; specify prototype type (low-fi, hi-fi, or in-code), timebox, realism (use real data where possible), and what “good” feels like.
  • Outputs: Prototype brief.
  • Checks: Prototype plan is testable (scenarios + success criteria), and explicitly disposable if using throwaway code.
  • 输入:流程/状态+未知项。
  • 行动:识别1-3个风险最高的交互不确定性;明确原型类型(low-fi、高保真或代码级)、时间限制、真实性(尽可能使用真实数据)以及“良好体验”的标准。
  • 输出:原型简介。
  • 检查项:原型计划可测试(包含场景+成功标准),若使用临时代码需明确说明可丢弃。

7) Convert into testable requirements + acceptance criteria

7) 转化为可测试的需求+验收标准

  • Inputs: Flows/states + prototype learnings (if any).
  • Actions: Write requirements with acceptance criteria (must/should/could). Include non-functional needs (accessibility, performance, privacy) and instrumentation needs.
  • Outputs: Requirements section.
  • Checks: Engineering/QA can derive test cases without re-interpreting intent.
  • 输入:流程/状态+原型学习成果(如有)。
  • 行动:撰写包含验收标准(必须/应该/可选)的需求。包含非功能性需求(可访问性、性能、隐私)和埋点需求。
  • 输出:需求章节。
  • 检查项:开发/QA团队无需重新解读意图就能推导测试用例。

8) Quality gate + finalize for circulation

8) 质量校验+最终定稿用于分发

  • Inputs: Full draft pack.
  • Actions: Run references/CHECKLISTS.md and score with references/RUBRIC.md. Add Risks/Open questions/Next steps and clearly mark decisions vs assumptions.
  • Outputs: Final Spec & Design Doc Pack (shareable as-is).
  • Checks: Owners, metrics, and open questions are explicit; the diagram + flows remove the biggest ambiguities.
  • 输入:完整的文档草稿包。
  • 行动:使用references/CHECKLISTS.md进行检查,并通过references/RUBRIC.md进行评分。添加风险/待解决问题/下一步行动,并明确标注决策与假设条件。
  • 输出:最终版规格与设计文档包(可直接分享)。
  • 检查项:负责人、指标和待解决问题明确清晰;low-fi图+流程消除了最大的歧义点。

Quality gate (required)

质量校验(必填)

  • Use references/CHECKLISTS.md and references/RUBRIC.md.
  • Always include: Risks, Open questions, Next steps.
  • 使用references/CHECKLISTS.mdreferences/RUBRIC.md
  • 必须包含:风险待解决问题下一步行动

Examples

示例

Example 1 (mobile flow): “Write a spec + design doc for a new ‘invite friends’ flow in our iOS app. Goal: increase successful invites; minimize taps to first value.”
Expected: tap budget + flow/state tables, a low-fi diagram of screens/transitions, and a prototype brief for the critical interaction.
Example 2 (B2B web feature): “Create a design doc/spec for ‘bulk edit roles’ for admins. Include edge cases and acceptance criteria.”
Expected: permissions-focused flows/states, requirements with acceptance criteria, and a measurement plan.
Boundary example: “Write a spec to ‘improve engagement’ (no product context, no user, no success metric).”
Response: ask the minimum intake questions; if still missing, provide 2–3 scoped options + assumptions and recommend upstream discovery before committing to a spec.
示例1(移动端流程):“为我们iOS应用中的新‘邀请好友’流程编写规格+设计文档。目标:提升成功邀请数;最小化获取首次价值所需的点击次数。”
预期产出:点击预算+流程/状态表格、展示页面/跳转的low-fi图、针对关键交互的原型简介。
示例2(B2B网页功能):“为管理员的‘批量编辑角色’功能创建设计文档/规格。包含边缘场景和验收标准。”
预期产出:聚焦权限的流程/状态、包含验收标准的需求、度量计划。
边界示例:“编写一份规格文档来‘提升用户参与度’(无产品上下文、无用户信息、无成功指标)。”
回应:提出最少的必填信息问题;若信息仍缺失,提供2-3个限定范围的选项+假设条件,并建议先完成上游发现工作再推进规格文档编写。