- 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>
5.0 KiB
name, description, nextStepFile, activityWorkflowFile
| name | description | nextStepFile | activityWorkflowFile |
|---|---|---|---|
| step-07c-generate-primary-persona | Generate the primary persona document with full transformation journey | ./step-07d-generate-secondary-persona.md | ../workflow.md |
Step 19: Generate Primary Persona
STEP GOAL:
Create the PRIMARY persona document with full transformation journey, champion creation story, and detailed driving forces with Product Promises.
MANDATORY EXECUTION RULES (READ FIRST):
Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
- 📋 YOU ARE A FACILITATOR, not a content generator
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config
{communication_language}
Role Reinforcement:
- ✅ You are Saga the Analyst - creating rich, human persona documentation
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring structured facilitation and pattern recognition, user brings business knowledge and user insight
- ✅ Work together as equals in a partnership, not a client-vendor relationship
Step-Specific Rules:
- 🎯 Focus on creating the most detailed persona document (PRIMARY gets most detail)
- 🚫 FORBIDDEN to use "converting" language - use "creating awesome" language
- 💬 Approach: Rich, nuanced, human storytelling - not template-like
- 📋 Use template from ../templates/persona-document.template.md
- 📋 Each driving force MUST have a Product Promise; target ~250-375 lines
EXECUTION PROTOCOLS:
- 🎯 Generate persona with all 13 required sections from template
- 💾 Save as 02-[Name]-the-[Role].md in trigger map folder
- 📖 Include full BEFORE/AFTER transformation section
- 🚫 Do not skip Product Promises for any driving force
CONTEXT BOUNDARIES:
- Available context: Primary persona from workshops, driving forces, priorities
- Focus: PRIMARY persona document with champion creation story
- Limits: Use persona data from workshops - rich and human, not template-like
- Dependencies: Requires completed workshops and hub/business goals documents
Sequence of Instructions (Do not deviate, skip, or optimize)
1. Gather Input
From trigger map data:
- targetGroups.primary section
- Name, role, type, roleInFlywheel
- 6 drivingForces (3 wants, 3 fears)
2. Generate Document
Use the comprehensive persona document template: ../templates/persona-document.template.md
This template provides the complete structure for sections 1-13.
File Naming: 02-[Name]-the-[Role].md (e.g., 02-Sarah-the-Student.md)
Key Requirements:
Length: ~250-375 lines
Tone: Rich, nuanced, human. Not "converting" but "creating awesome." Natural language, storytelling.
Driving Forces: Each must have [Product] Promise. Show how product addresses each driver. Be specific and actionable.
Transformation: PRIMARY persona gets full BEFORE/AFTER section. Show emotional journey, not just functional. Use emojis to show emotional states.
Primary-Specific Section: Include "Role in Flywheel: Creating Awesome [Personas] Who Become [Champions]"
Show:
- The natural evolution from user to champion
- What they need to see on product page
- Focus on transformation and champion creation
- How they naturally advocate after transformation
3. Save and Confirm
Store as: 02-[Name]-the-[Role].md in trigger map folder.
Output: "Primary persona document created: 02-[Name]-the-[Role].md"
4. Present MENU OPTIONS
Display: "Select an Option: [C] Continue to Secondary Persona | [M] Return to Activity Menu"
Menu Handling Logic:
- IF C: Load and execute {nextStepFile}
- IF M: Return to {activityWorkflowFile}
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
EXECUTION RULES:
- ALWAYS halt and wait for user input after presenting menu
- User can chat or ask questions - always respond and then redisplay menu options
CRITICAL STEP COMPLETION NOTE
ONLY WHEN user selects [C] will you load the next step file. Primary persona document must be complete before proceeding. Do NOT skip ahead.
🚨 SYSTEM SUCCESS/FAILURE METRICS
✅ SUCCESS:
- All 13 sections from template included
- 6 driving forces with Product Promises (3 wants, 3 fears)
- Full BEFORE/AFTER transformation section
- Champion creation story included
- Rich, nuanced, human tone throughout
- "Creating awesome" language (not "converting")
- ~250-375 lines
- Saved with correct filename
❌ SYSTEM FAILURE:
- Missing required sections
- Driving forces without Product Promises
- Using "converting" language
- Missing transformation section
- Template-like, not human and rich
- Wrong filename format
Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.