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-06b-confirm-assessment'
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description: 'Confirm assessment approach before running feature impact analysis'
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# File References
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nextStepFile: './step-06c-make-assessment.md'
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activityWorkflowFile: '../workflow.md'
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---
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# Step 13: Confirm Assessment Approach
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## STEP GOAL:
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Confirm the user is ready for the initial impact assessment by explaining the scoring methodology and getting explicit approval to proceed.
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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 - setting expectations clearly
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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 explaining the assessment methodology clearly
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- 🚫 FORBIDDEN to start assessment without user confirmation
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- 💬 Approach: Set clear expectations about scoring and review process
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- 📋 Explain that user will have opportunity to adjust scores after initial assessment
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## EXECUTION PROTOCOLS:
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- 🎯 Present scoring methodology transparently
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- 💾 Confirm user ready to proceed
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- 📖 Explain review opportunity after assessment
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- 🚫 Do not proceed until user explicitly confirms
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## CONTEXT BOUNDARIES:
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- Available context: Confirmed feature list, personas with priorities
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- Focus: Assessment methodology explanation and user confirmation
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- Limits: Do not start assessing - only explain and confirm
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- Dependencies: Requires confirmed feature list from step-06a
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## Sequence of Instructions (Do not deviate, skip, or optimize)
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### 1. Explain Assessment Approach
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Output:
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"Perfect! I now have your confirmed feature list.
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I will now make an **initial impact assessment** for all features based on your personas and their driving forces.
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**Assessment approach:**
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For each feature, I'll evaluate:
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- **Impact on {{primary_persona.name}}** (Primary) - High/Medium/Low
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- **Impact on {{secondary_persona.name}}** (Secondary) - High/Medium/Low
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- **Impact on {{tertiary_persona.name}}** (Tertiary) - High/Medium/Low (if applicable)
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**Scoring:**
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- **Primary Persona:** High = 5 pts | Medium = 3 pts | Low = 1 pt
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- **Other Personas:** High = 3 pts | Medium = 1 pt | Low = 0 pts
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I'll base my assessment on the driving forces (wants and fears) we identified for each persona.
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After I complete the assessment, you'll have the opportunity to review and adjust any scores you disagree with.
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**Ready for me to proceed with the assessment?**"
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### 2. Wait for User Confirmation
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Wait for user to confirm readiness.
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### 3. Present MENU OPTIONS
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Display: "**Select an Option:** [C] Continue to Run Assessment | [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. User must explicitly confirm readiness for assessment.
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---
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## 🚨 SYSTEM SUCCESS/FAILURE METRICS
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### ✅ SUCCESS:
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- Assessment methodology explained clearly
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- Scoring system presented (Primary weighted higher)
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- User informed about review opportunity after assessment
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- User explicitly confirmed readiness to proceed
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### ❌ SYSTEM FAILURE:
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- Starting assessment without explanation
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- Not explaining scoring methodology
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- Proceeding without user confirmation
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- Not mentioning review opportunity
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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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