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Zhongwei Li
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---
name: insight-synthesis
description: Use to convert raw customer feedback into compelling narratives, themes,
and recommendations.
---
# Insight Synthesis Framework Skill
## When to Use
- Wrapping up research studies, surveys, or ongoing feedback programs.
- Preparing executive readouts or roadmap recommendation docs.
- Aligning cross-functional stakeholders on prioritized issues/opportunities.
## Framework
1. **Signal Stacking** layer qualitative quotes, quantitative metrics, and behavioral data for each insight.
2. **Theme Laddering** cluster related findings into parent themes, mapping to personas and journeys.
3. **Impact Assessment** estimate business impact (ARR, adoption, satisfaction, efficiency) and confidence level.
4. **Recommendation Crafting** outline proposed actions, owners, and success metrics.
5. **Storytelling** build narrative arcs with hooks, evidence, and clear calls to action.
## Templates
- Insight card (context, signal evidence, impact, recommendation).
- Executive summary outline with top themes and action table.
- Appendix structure for quotes, charts, and methodology notes.
## Tips
- Keep verbatim quotes close to stats to reinforce credibility.
- Use visual cues (heatmaps, journey overlays) to help audiences grasp patterns quickly.
- Pair with `stakeholder-ops` to ensure follow-up actions are logged and tracked.
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---
name: stakeholder-ops
description: Use to coordinate approvals, communications, and accountability across
teams for feedback programs.
---
# Stakeholder Operations Guide Skill
## When to Use
- Launching surveys, betas, or listening tours that require multi-team approvals.
- Routing insights to product, CS, marketing, and exec stakeholders with clear accountability.
- Ensuring follow-up communications and governance rituals stay on track.
## Framework
1. **Stakeholder Map** list involved teams, decision rights, and expectations per stage.
2. **Approval Workflow** define checkpoints (brief sign-off, launch approval, readout review) with timelines.
3. **Communication Plan** specify audiences, channels, frequency, and owners for updates.
4. **Action Tracking** set up shared trackers with status, blockers, and success metrics.
5. **Governance Rituals** outline cadences (weekly syncs, monthly reviews) plus escalation paths.
## Templates
- RACI chart for research + activation workflows.
- Approval checklist with required artifacts (brief, QA results, comms plan).
- Meeting agenda + notes template to keep stakeholders aligned.
## Tips
- Keep stakeholder rosters fresh; note backups for vacations or org changes.
- Automate reminders linked to due dates via project/workflow tools.
- Pair with `insight-synthesis` outputs to ensure narrative consistency.
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---
name: survey-design
description: Use to craft rigorous survey instruments with sampling, question logic,
and QA standards.
---
# Customer Survey Design Kit Skill
## When to Use
- Launching new surveys or refreshing existing templates.
- Diagnosing low response quality or bias in ongoing programs.
- Training GTM teams on survey best practices.
## Framework
1. **Objective Clarity** define single-topic goals, hypotheses, and decision criteria.
2. **Audience & Sampling** specify personas, quotas, suppression rules, and incentive plan.
3. **Question Architecture** balance quant vs qual questions, avoid double-barreled prompts, include screener + validation items.
4. **Logic & Branching** outline conditional flows, progress indicators, and completion time targets.
5. **QA Checklist** test across devices, languages, anonymity rules, and data export formats.
## Templates
- Survey brief (goal, audience, sample, success metrics).
- Question bank categorized by objective (adoption, satisfaction, pricing, roadmap).
- QA script for reviewers to confirm copy, logic, and translations.
## Tips
- Cap surveys at <10 minutes unless offering significant incentives.
- Randomize answer choices when appropriate to reduce bias.
- Pair with `stakeholder-ops` to align approvals and launch windows.
---