docs: update all documentation and add AI tooling configs
- Rewrite README.md with current architecture, features and stack - Update docs/API.md with all current endpoints (corporate, BI, client 360) - Update docs/ARCHITECTURE.md with cache, modular queries, services, ETL - Update docs/GUIA-USUARIO.md for all roles (admin, corporate, agente) - Add docs/INDEX.md documentation index - Add PROJETO.md comprehensive project reference - Add BI-CCC-Implementation-Guide.md - Include AI agent configs (.claude, .agents, .gemini, _bmad) - Add netbird VPN configuration - Add status report Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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---
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name: 'step-00e-prioritization-extract'
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description: 'Extract and validate strategic prioritization from existing documentation'
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# File References
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nextStepFile: './step-00f-gap-analysis.md'
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activityWorkflowFile: '../workflow.md'
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---
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# Step 5: Prioritization Extraction
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## STEP GOAL:
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Extract or establish strategic prioritization of target groups and driving forces from the user's existing documentation, creating clear priority rankings with rationale.
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## MANDATORY EXECUTION RULES (READ FIRST):
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### Universal Rules:
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- 🛑 NEVER generate content without user input
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- 📖 CRITICAL: Read the complete step file before taking any action
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- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
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- 📋 YOU ARE A FACILITATOR, not a content generator
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- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
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### Role Reinforcement:
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- ✅ You are Saga the Analyst - challenging assumptions and seeking clarity from documentation
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- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
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- ✅ We engage in collaborative dialogue, not command-response
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- ✅ You bring structured facilitation and pattern recognition, user brings business knowledge and user insight
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- ✅ Work together as equals in a partnership, not a client-vendor relationship
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### Step-Specific Rules:
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- 🎯 Focus on establishing clear priority rankings for groups and drivers
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- 🚫 FORBIDDEN to accept prioritization without rationale
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- 💬 Approach: Use documentation signals (budget, depth of research, frequency of mention) to suggest priorities
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- 📋 Documentation rarely includes explicit prioritization - establish through conversation
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- 📋 Create impact x feasibility assessment for each group
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## EXECUTION PROTOCOLS:
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- 🎯 Check documentation for priority signals before asking
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- 💾 Store validated prioritized_groups, prioritized_drivers, and focus_statement
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- 📖 Help user assess impact and feasibility for each group
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- 🚫 Do not proceed until focus statement is confirmed
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## CONTEXT BOUNDARIES:
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- Available context: User's documentation, validated vision/objectives, personas, driving forces
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- Focus: Priority ranking of groups and drivers, design focus statement
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- Limits: Must have clear rationale for each priority decision
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- Dependencies: Requires completed step-00d with confirmed driving forces
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## Sequence of Instructions (Do not deviate, skip, or optimize)
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### 1. Introduce Prioritization
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Output:
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"**Prioritizing Strategic Elements**
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Your documentation gives us the pieces. Now we need to prioritize:
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- Which target groups have highest impact on your objectives?
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- Which groups are most feasible to reach?
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- Which driving forces are most frequent and intense?"
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### 2. Check for Priority Signals
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Analyze documentation for prioritization signals:
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- Explicit priority statements
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- Resource allocation (budget, team focus)
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- Timeline emphasis (what's first)
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- Frequency of mention
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- Depth of research on certain groups
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If signals found: Present them and their implications.
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If no signals: Note documentation doesn't explicitly prioritize and proceed to collaborative prioritization.
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### 3. Prioritize Target Groups
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Present all target groups. For each group, assess:
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- **Impact on objectives:** If this group succeeds with your product, how much does it drive your objectives? (High/Medium/Low)
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- **Feasibility:** How easy is it to reach and serve this group? (High/Medium/Low)
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Calculate priority score (Impact x Feasibility). Rank groups.
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Present priority ranking with reasoning. Ask if prioritization aligns with strategic thinking.
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Store prioritized_groups.
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### 4. Prioritize Driving Forces
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Analyze driving forces for frequency, intensity, and alignment with top-priority groups.
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Present top driving forces ranked. Ask if these feel like the most critical drivers to address.
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Store prioritized_drivers.
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### 5. Create Design Focus Statement
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Synthesize into focus statement combining top priority group, top 3-5 drivers, and connection to objectives.
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Present focus statement. Ask if it captures where design efforts should focus.
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Store focus_statement.
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### 6. Present Workshop 4 Summary
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Output:
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"**Workshop 4 Complete!**
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**Strategic Priorities Set:**
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- Top group: {{top_group.name}}
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- Top drivers: {{top_driver_count}} identified
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- Focus statement: Defined
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Next, we'll run a gap analysis and validate strategic alignment."
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### 7. Present MENU OPTIONS
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Display: "**Select an Option:** [C] Continue to Gap Analysis | [M] Return to Activity Menu"
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#### Menu Handling Logic:
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- IF C: Load and execute {nextStepFile}
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- IF M: Return to {activityWorkflowFile}
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- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
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#### EXECUTION RULES:
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- ALWAYS halt and wait for user input after presenting menu
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- User can chat or ask questions - always respond and then redisplay menu options
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## CRITICAL STEP COMPLETION NOTE
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ONLY WHEN user selects [C] will you load the next step file. Priority rankings and focus statement must be confirmed before proceeding to gap analysis.
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---
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## 🚨 SYSTEM SUCCESS/FAILURE METRICS
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### ✅ SUCCESS:
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- Target groups prioritized with impact and feasibility assessment
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- Driving forces prioritized by frequency, intensity, and alignment
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- Each priority decision has documented rationale
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- Design focus statement created and confirmed
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- Documentation priority signals identified and used where available
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- User confirmed all priority rankings
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- Results stored for subsequent steps
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### ❌ SYSTEM FAILURE:
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- Accepting prioritization without rationale
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- Not checking documentation for priority signals first
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- Skipping impact/feasibility assessment
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- No design focus statement created
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- Proceeding without confirmed priorities
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- Prioritizing without considering driving forces
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- Not challenging assumptions about priority
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**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
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