- 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>
5.1 KiB
name, description, nextStepFile, activityWorkflowFile, keyInsightsStructure
| name | description | nextStepFile | activityWorkflowFile | keyInsightsStructure |
|---|---|---|---|---|
| step-07f-generate-key-insights | Generate the 05-Key-Insights.md strategic implications document | ./step-07g-quality-check.md | ../workflow.md | ../data/key-insights-structure.md |
Step 22: Generate Key Insights Document
STEP GOAL:
Create the 05-Key-Insights.md document synthesizing the trigger map into actionable insights for design and development, including flywheel explanation, focus areas, design implications, and emotional transformation goals.
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 - synthesizing strategic implications
- ✅ 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 synthesizing actionable insights from all trigger map data
- 🚫 FORBIDDEN to generate generic advice - all insights must derive from actual data
- 💬 Approach: Actionable, specific, "create awesome" language throughout
- 📋 Use structure from {keyInsightsStructure}
- 📋 PRIMARY persona gets most attention; target ~145-150 lines
EXECUTION PROTOCOLS:
- 🎯 Synthesize all workshop data into actionable insights
- 💾 Save as 05-Key-Insights.md in trigger map folder
- 📖 Reference key insights structure for all 9 sections
- 🚫 Do not generate generic design advice
CONTEXT BOUNDARIES:
- Available context: All workshop outputs, persona documents, business goals
- Focus: Strategic implications for design and development
- Limits: Insights must derive from actual trigger map data
- Dependencies: Requires all persona documents and business goals completed
Sequence of Instructions (Do not deviate, skip, or optimize)
1. Reference Structure
See {keyInsightsStructure} for complete structure.
2. Generate All 9 Sections
- Header - Document title, purpose, status
- The Flywheel - How champions drive everything (Priority 1 -> 2 -> 3)
- Primary Development Focus - 5 key focus areas for development
- Critical Success Factors - Essential elements for success
- Design Implications - Section-by-section "must do" requirements
- Emotional Transformation Goals - First-person transformation statements
- Design Focus Statement - Primary target, must-address vs should-address
- Development Phases - Initial deliverable + future phases
- Related Documents Footer - Links to all trigger map documents
Key Requirements:
Tone: Actionable and specific. "Create awesome" language throughout. Links back to workshop outputs.
Focus: PRIMARY persona gets most attention. Secondary and tertiary get "should address." Transformation is central theme.
Design Implications: Organized by page/experience sections. Each section has clear "must do" items. Tied to specific fears/wants from personas.
Emotional Goals: First-person statements. Show identity shift. Positive and empowering.
3. Save and Confirm
Store as: 05-Key-Insights.md in trigger map folder.
Output: "Key insights document created!"
4. Present MENU OPTIONS
Display: "Select an Option: [C] Continue to Quality Check | [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. Key Insights document must be generated before proceeding. Do NOT skip ahead.
🚨 SYSTEM SUCCESS/FAILURE METRICS
✅ SUCCESS:
- All 9 sections generated
- Insights derive from actual trigger map data (not generic)
- Flywheel explanation clear
- Design implications tied to specific persona fears/wants
- Emotional transformation goals in first-person
- PRIMARY persona gets most attention
- "Create awesome" language throughout
- ~145-150 lines
- Document saved
❌ SYSTEM FAILURE:
- Generic design advice not derived from data
- Missing required sections
- Not linking to specific persona data
- Missing emotional transformation goals
- Template-like or generic tone
- Not saved to correct location
Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.