Orientation Stage

Orientation Stage

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The Orientation Stage is the introductory phase of the roadmap, broken down into four distinct sequential sub-stages accessed via the left-hand sidebar dropdown:

Stage Controls

Sub-Stage 1: Welcome to the Founder Journey

Screenshot 2026-05-21 143945.png

This is the initial onboarding sub-stage screen that gives users their first introductory look, informational context, and directional clues before moving forward into the deeper stages of the roadmap.

Canvas Layout & Workspace Components

Navigation Controls

Sub-Stage 2: Stages Information

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This sub-stage screen provides a complete structural map of the seven core phases that build a business identity and strategy, combined with platform navigation tips.

Canvas Layout & Workspace Components

Platform Guidance Cards (Bottom Panel)

Three distinct vertical layout columns sit at the bottom of the interface to guide data entry behaviors:

Navigation Controls

Sub-Stage 3: Basic Information

Screenshot 2026-05-21 144728.png

This sub-stage screen functions as an initial onboarding intake form, collecting foundational context from the founder to tailor the rest of the strategic journey.

Canvas Layout & Workspace Components

  • Main Workspace Title: Displays "Basic Information" with an introductory promise statement: “If you will just answer a few things we will promise to try to benefit from the knowledge and tailor your journey accordingly.”

  • Question 1: Objective Tracking:

    • Label: "1. What's your biggest goal for this journey?"

    • Input Field: A multi-line text container with the placeholder instruction: “Share your primary objective or what you hope to achieve...”

  • Question 2: Pain Point Analysis:

    • Label: "2. What specific challenges are you hoping to solve?"

    • Input Field: A multi-line text container with the placeholder instruction: “Describe the main obstacles or problems you're facing...”

  • Question 3: Operational Status Identification:

    • Label: "3. Are you starting from scratch or already in motion?"

    • Input Field: A multi-line text container with the placeholder instruction: “Tell us about your current stage in the business journey...”

Navigation Controls

  • Next Button: A blue Next → button is anchored at the bottom right corner of the window to log the text input parameters and transition forward to the final orientation sub-stage (Export Orientation Results).

Sub-Stage 4: Export Orientation Results

Screenshot 2026-05-21 145143.png

This is the final sub-stage milestone of the Orientation Stage, providing a comprehensive audit log of the user's initial onboarding actions, input parameters, and platform documentation options before unlocking the next major journey stage.

Canvas Layout & Workspace Components

  • Main Workspace Title: Displays "Export Orientation Results" with the dynamic header subtitle: “This is a summary of what you learned and shared with us during the orientation stage.”

  • Document Generation Panel: A stylized light-blue callout card spanning the top of the workspace labeled Orientation Stage Results:

    • Description: Prompts the user to “Download a comprehensive PDF report containing all your orientation findings”.

    • Action Button: Features a centered blue Generate PDF Report action key accompanied by a download icon.

  • Sub-Stage Completion Logs (Split Grid): Two parallel tracking blocks display completion verifications for the introductory screens:

    • Orientation Welcome Block: Titled “Introduction video and Journey overview.” It presents a green status alert bar confirming: ✓ Welcome substage completed successfully.

    • Journey Info Block: Titled “Journey content and navigation tips.” It displays a secondary system notification indicator reading: ✓ No information provided.

Basic Information Summary Hub

A unified response panel titled Basic Information presents a read-only historical overview of the data insights entered by the founder during Sub-Stage 3 (Overview of your orientation stage responses and insights.):

  1. Goal Audit Row:

    • Label: ✓ What's your biggest goal for this journey?

    • Data Block: Displays the captured multi-line text block entry summarizing primary objectives.

  2. Challenge Audit Row:

    • Label: ✓ What specific challenges are you hoping to solve?

    • Data Block: Displays the captured multi-line text block entry mapping core business obstacles.

  3. Status Audit Row:

    • Label: ✓ Are you starting from scratch or already in motion?

    • Data Block: Displays the captured multi-line text block entry noting current operational standing.

Navigation Controls

  • Next Button: A blue Next → navigation action button is anchored at the bottom right corner of the window to commit all orientation findings and transition past Stage 1 into the Discovery Stage directory list.


Revision #2
Created 2026-05-21 12:34:38 UTC by Bernadette F
Updated 2026-05-22 11:10:03 UTC by Bernadette F