SOO Wizard v2.0

A guided wizard for creating compliant, outcome-focused Statements of Objectives (SOO) for federal procurement. Built with USWDS and designed to run entirely in the browser with optional AI assistance.

✨ Features

• 📝 Step-by-step guidance through Product Vision, Readiness Assessment, Moore's Product Vision Statement, and SOO development
• 🤖 AI-powered generation with Ollama (local) or Google Gemini (cloud) integration
• ✅ Built-in compliance checking with lint rules to prevent task-based language
• 🛡️ Lint gates where it matters on SOO Inputs and Methodology to block tasky/requirement language before generation
• 🔍 Critical review phase with AI-generated questions to improve draft quality
• 📦 Multiple export formats: Markdown, HTML, and RTF (Word-compatible)
• 📊 Complete audit trail tracking readiness scores, lint results, and workflow progress
• 💾 Auto-save & offline support with localStorage persistence
• 🔄 Session import/restore from previously exported inputs.yml files
• 🔒 Privacy-first: All data stays in your browser (unless using cloud AI)

🚀 Quick Start

Option 1: Use it online Visit the live demo at https://yourusername.github.io/soo-wizard/

Option 2: Run locally

cd web
python3 -m http.server 8000
# Visit http://localhost:8000

Option 3: Host on GitHub Pages

1. Fork this repo
2. Go to Settings → Pages → Source: main branch, /web folder
3. Access at https://yourusername.github.io/soo-wizard/

See INSTALL.md for detailed setup instructions including AI configuration.

📦 What You Get

When you export your SOO, you receive a timestamped ZIP file containing:

Main deliverables (top level):

• soo.md / soo.html / soo.rtf - Statement of Objectives in multiple formats
• pws_request_pack.md / pws_request_pack.html / pws_request_pack.rtf - Vendor instruction pack

Source materials (source/ folder):

• inputs.yml - All your answers, settings, and AI-generated content (can be re-imported to restore sessions)
• audit.json - Readiness assessment, lint results, step completions, AI usage
• prompts.txt - Fully rendered AI prompts with your data (for reproducibility)

Methodology data carried into prompts and outputs:

• Background (auto-fills from Regulations + Tech stack; refresh link on Methodology step)
• Outcome(s) definition, evidence signals/data sources, and governance (review cadence, triggers, incentives)

🎯 Why Use This Wizard?

Federal procurement requires SOOs that focus on outcomes (what success looks like) rather than tasks (how to build it). This wizard:

• Guides you through best practices for outcome-based procurement
• Prevents common mistakes (tasks, requirements, implementation details in SOO)
• Assesses your readiness for agile contracts (Product Owner, end-user access)
• Generates vendor instruction packs explaining how to respond to your SOO
• Provides transparency with complete audit trails and reproducible prompts

🤝 Contributing

Contributions welcome! Key areas:

• Additional lint rules for SOO compliance
• New AI provider integrations
• Export format improvements
• Accessibility enhancements
• New example scenarios (use the RFP conversion prompt!)

See AGENTS.md for detailed contribution guidelines and content style standards.

🔄 Converting Existing RFPs to SOO Examples

Have an existing RFP you want to convert to an outcome-focused SOO? Use our conversion prompt:

See RFP_TO_SOO_CONVERSION_PROMPT.md for a complete AI prompt that analyzes traditional RFPs and generates:

• Complete inputs.yml file for SOO Wizard import
• README.md documentation explaining the transformation
• Key insights on moving from task-based to outcome-focused procurement

This lets you quickly create new examples by analyzing real-world RFPs and demonstrating how they could be improved with the SOO approach.

📄 License

Public domain / CC0

🔗 Related Resources

• USWDS Design System
• FAR Part 37.6 - Performance-Based Acquisition
• Digital Services Playbook

AI Disclosure

Yes. AI was used in creating this tool. There be dragons!