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Zhongwei Li
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---
name: insights-repository-kit
description: Governance + tooling pattern for storing research artifacts, tagging,
and discovery.
---
# Insights Repository Kit Skill
## When to Use
- Archiving research deliverables, raw data, transcripts, and notes.
- Enabling self-serve discovery of past research to prevent duplicate studies.
- Setting up governance for access control, tagging, and retention policies.
## Framework
1. **Structure** libraries for briefs, raw data, synthesis, decision logs, assets.
2. **Metadata** tags for persona, lifecycle, product area, method, confidence, expiry.
3. **Access & Permissions** roles for contributors, reviewers, consumers, legal.
4. **Versioning** changelog, superseded flags, linkage to experiments or roadmap items.
5. **Discovery** search templates, digest generation, and notification hooks.
## Templates
- Repository IA diagram + folder/Notion/database schema.
- Metadata dictionary with tag definitions and required fields.
- Intake/update form for adding new studies with validation logic.
## Tips
- Automate ingestion from survey tools and recording platforms when possible.
- Require executive summaries + decisions so assets stay actionable.
- Pair with `run-market-landscape-study` and `orchestrate-qualitative-lab` to auto-file outputs.
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name: market-scenario-modeler
description: Toolkit for building TAM/SAM/SOM models, sensitivity analyses, and narrative-ready
visuals.
---
# Market Scenario Modeler Skill
## When to Use
- Translating research findings into financial models and strategic scenarios.
- Stress-testing revenue or adoption assumptions for planning cycles.
- Packaging insights for finance, product, and executive stakeholders.
## Framework
1. **Assumption Library** document data sources, CAGR, penetration, pricing, channel mix.
2. **Scenario Matrix** base, upside, downside cases with drivers (pricing, win rate, expansion, macro).
3. **Sensitivity Analysis** tornado charts, Monte Carlo snippets, or sliders for key variables.
4. **Visualization Layer** waterfall, area, and heat maps tying numbers to narratives.
5. **Decision Hooks** highlight trigger points, required investments, and guardrails.
## Templates
- Spreadsheet/notebook skeleton with clearly named inputs/outputs.
- Slide templates for TAM/SAM/SOM, share shifts, and investment asks.
- One-pager summary translating scenarios into actions and risks.
## Tips
- Keep assumptions auditable with source links and timestamps.
- Align with finance on currency, inflation, and exchange assumptions before publishing.
- Pair with `run-market-landscape-study` for turnkey modeling assets.
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name: participant-operations-hub
description: Processes and guardrails for recruiting, scheduling, consent, and incentive
fulfillment.
---
# Participant Operations Hub Skill
## When to Use
- Running qualitative or quantitative studies that require participant coordination.
- Ensuring compliance with privacy, NDAs, and incentive tax regulations.
- Centralizing communications with participants across multiple projects.
## Framework
1. **Recruiting Intake** capture persona, quota, source, incentive, consent requirements.
2. **Screening & Approval** automated screeners, manual reviews, and stakeholder sign-off.
3. **Scheduling & Logistics** calendars, reminders, backups, language/localization support.
4. **Consent & Compliance** template agreements, data retention policy, anonymization workflow.
5. **Incentive Fulfillment** payment processor, W-9 or tax forms, fulfillment SLA, audit log.
## Templates
- Recruiting tracker with status, notes, and consent links.
- Email sequences for invite, confirmation, reminder, thank-you.
- Incentive fulfillment checklist + finance handoff doc.
## Tips
- Keep participant PII in a restricted workspace; expose IDs/tags externally.
- Track over-contact frequency to avoid panel fatigue.
- Pair with `orchestrate-qualitative-lab` and `launch-quantitative-survey` for hands-free logistics.
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name: research-brief-blueprint
description: Standard template + checklist for scoping market research projects.
---
# Research Brief Blueprint Skill
## When to Use
- Kicking off any market research or insights program.
- Aligning stakeholders on objectives, hypotheses, timelines, and deliverables.
- Auditing vendor proposals or internal requests for completeness.
## Framework
1. **Business Question** decisions to inform, stakeholders, success metrics.
2. **Audience & Sample** personas, geos, quotas, existing panels, exclusion criteria.
3. **Methods & Sources** qualitative, quantitative, desk, experimentation, telemetry.
4. **Logistics** budget, timeline, approvals, compliance considerations.
5. **Deliverables** format, fidelity, access model, follow-up cadence.
## Templates
- Brief doc (Notion/Doc) with structured sections + prompts.
- Intake form or ticket template for repeating the process at scale.
- Executive summary format to socialize scope before kickoff.
## Tips
- Capture "out of scope" explicitly to avoid scope creep.
- Tie every method to a decision owner to keep studies focused.
- Pair with `run-market-landscape-study` and `launch-quantitative-survey` to auto-populate briefs.
---