gh-lyndonkl-claude/skills/translation-reframing-audience-shift/resources/methodology.md

# Advanced Translation & Reframing Methodology

## Overview

Advanced techniques for complex translation scenarios: multi-audience translation, layered complexity, fidelity trade-offs, and validation strategies.

---

## 1. Multi-Audience Translation

**Challenge:** One source must serve multiple audiences simultaneously or sequentially.

**Strategies:**

### Parallel Translation (One → Many)

Create separate versions for each audience from single source.

**Process:**
1. **Audience clustering:** Group audiences by expertise (expert/intermediate/novice), goals (decide/implement/learn), or context (internal/external)
2. **Core extraction:** Identify semantic core that ALL audiences need (facts, key relationships, critical caveats)
3. **Divergent framing:** For each audience, adapt presentation while preserving core
4. **Validation:** Ensure no contradictions between versions (all say same truth, differently framed)

**Example - Product launch announcement:**
- **Customers:** Focus on benefits, ease of use, availability (novice, learning)
- **Partners:** Focus on integration APIs, revenue share, timeline (intermediate, implementing)
- **Investors:** Focus on market TAM, competitive advantage, financials (expert in business, deciding)
- **Core preserved:** Product name, launch date, key capability, availability

**Efficiency tip:** Create most comprehensive version first (expert), then simplify for others. Easier than elaborating from simple version.

### Layered Translation (Progressive Depth)

Single document with increasing complexity levels—readers consume what they need.

**Structure:**
1. **Executive summary** (1 paragraph): Core message for busy decision-makers
2. **Key findings** (3-5 bullets): Main takeaways for stakeholders
3. **Analysis** (2-3 pages): Moderate detail for implementers
4. **Appendices** (unlimited): Full technical depth for experts
5. **Cross-references:** "For technical details, see Appendix A" links throughout

**Advantage:** One artifact serves all, reader self-selects depth.

**Example - Technical architecture decision:**
- Summary: "Chose microservices for scalability, adds deployment complexity"
- Key findings: Benefits (independent scaling, tech diversity), Costs (coordination overhead, infra complexity), Timeline (6-month migration)
- Analysis: Service boundaries, inter-service communication patterns, deployment architecture
- Appendices: Detailed service specs, API schemas, deployment diagrams, performance benchmarks

### Modular Translation (Mix-and-Match)

Create content modules that combine for different audiences.

**Modules:**
- **Core narrative:** Same for all (facts, timeline, implications)
- **Technical deep-dive:** For engineers
- **Business case:** For executives
- **Implementation guide:** For operators
- **Customer impact:** For support/sales

**Assembly:** Core + [Technical] for engineers, Core + [Business case] for executives, Core + [Customer impact] for support.

**Benefit:** Maintain consistency (core is identical across all), efficiency (write modules once, reuse).

---

## 2. Fidelity Trade-off Framework

**Tension:** Simplification risks inaccuracy. Preservation risks confusion. How to decide?

### Trade-off Decision Matrix

| Scenario | Semantic Fidelity Priority | Presentation Priority | Resolution |
|----------|---------------------------|----------------------|------------|
| **Safety-critical** (medical, legal, financial) | CRITICAL - must be accurate | Secondary | Preserve accuracy, add explanations. If too complex for target, escalate or refuse to translate. |
| **High-stakes decision** (executive, investment) | Very high - decisions depend on it | High - must be understood | Preserve key caveats, simplify mechanisms. Test: "Would decision change if they knew technical details?" If yes, include them. |
| **Educational** (onboarding, training) | High - building mental models | Very high - must be clear | Simplify with caveat "This is simplified model; reality has nuance." Progressive layers: simple → accurate. |
| **Informational** (status update, FYI) | Moderate - directionally correct | Very high - quick consumption | Round numbers, omit edge cases. Test: "Does rounding change conclusion?" If no, round. |
| **Persuasive** (sales, marketing) | Moderate - highlights truth, omits downsides | Critical - must resonate | Emphasize benefits, acknowledge limits. Test: "Is this misleading?" If feels misleading, add balance. |

### Fidelity Preservation Checklist

When simplifying, ask:

- [ ] **Does simplification change conclusion?** If yes, don't simplify that element.
- [ ] **Would expert in source domain disagree?** If yes, revise.
- [ ] **Are caveats critical for target's use case?** If yes, preserve them.
- [ ] **Can I add qualifying language?** "Generally...", "In most cases...", "Simplified view: ..."
- [ ] **Can I link to detail?** "See technical doc for full analysis"

**Acceptable simplifications:**
- Rounding numbers (32.7% → "about 30%") if conclusion unchanged
- Omitting edge cases if target won't encounter them
- Using analogy if disclaimer added ("Like X, but not perfect analogy")
- Skipping methodology if outcome is what matters

**Unacceptable simplifications:**
- Stating correlation as causation
- Omitting critical limitations ("only works under X condition")
- Exaggerating certainty ("will happen" when "likely to happen")
- Cherry-picking favorable facts while hiding unfavorable

---

## 3. Advanced Audience Profiling

### Expertise Calibration

Don't assume binary (expert/novice). Use spectrum with markers.

**Technical expertise scale (example):**
1. **Novice:** Never heard term, needs analogy
2. **Aware:** Heard term, vague idea, needs definition
3. **Familiar:** Uses term, understands concept, needs context for depth
4. **Proficient:** Applies concept, understands nuance, needs edge cases
5. **Expert:** Teaches concept, wants precision and caveats

**Calibration technique:**
- Identify 3-5 key terms/concepts in source
- For each, estimate target's level (1-5)
- Average gives overall expertise level
- Translate accordingly: define at level 1-2, use at level 4-5

### Goal Profiling

Understand not just role but specific goal for this content.

**Questions:**
- **What decision does this inform?** (Approve budget? Choose approach? Understand impact?)
- **What action follows?** (Implement? Communicate to others? Monitor?)
- **What's the risk of misunderstanding?** (Costly mistake? Minor inefficiency?)
- **What's already known?** (Baseline context? Prior decisions?)

**Example:**
- **Executive reading technical postmortem:** Decision = Approve prevention work? Risk = Under-invest or over-react. Needs: Severity, root cause category, cost to prevent, confidence it's fixed.
- **Engineer reading same postmortem:** Action = Implement prevention. Risk = Repeat incident. Needs: Technical details, reproduction steps, code changes, testing approach.

**Same source, different translations because goals differ.**

### Contextual Constraints

**Time constraint types:**
- **Hard deadline:** Must fit in 5-minute meeting slot → Ruthless prioritization, BLUF structure
- **Attention limit:** Will skim email → Bullets, bold, scannable
- **Processing capacity:** Cognitively taxed (end of day, stressful period) → Simpler language, less demanding

**Cultural context:**
- **High-context culture:** (Japan, China) Implicit communication, read between lines → More context, softer framing
- **Low-context culture:** (US, Germany) Explicit communication, direct → Clear statements, explicit asks

---

## 4. Translation Validation Techniques

### Expert Review

**Best practice:** Have source domain expert review translation for accuracy.

**Process:**
1. Provide expert with: (a) Original source, (b) Translated version, (c) Target audience description
2. Ask: "Is the translation accurate for this audience? What's missing or wrong?"
3. Note: Experts often over-include detail. Push back: "Does target need this for their goal?"

**If no expert available:** Self-review by reading translation and asking "would I stake my reputation on this being accurate?"

### Target Audience Testing

**Best practice:** Show translation to representative of target audience.

**Process:**
1. Find someone matching target profile (expertise, role, context)
2. Give them translated version (NOT original)
3. Ask: "What's the main message? What should you do? Any confusion?"
4. If misunderstood: Identify where and revise

**Red flags:**
- Target misses key point → Not emphasized enough
- Target asks "what does X mean?" → Jargon not explained
- Target takes wrong action → Implications unclear
- Target seems talked down to → Tone too simple

### Back-Translation Test

**Technique:** Translate back to source audience level. Does it match original semantics?

**Process:**
1. Translate expert → novice
2. Now translate novice version → expert (what would expert infer?)
3. Compare re-expert-ified version to original
4. Gaps = semantic loss in simplification

**Example:**
- Original (expert): "p95 latency reduced from 450ms to 120ms via query optimization"
- Translated (novice): "Pages load 3x faster after improving database"
- Back-translated (expert): "Response time improved ~3x via database optimization"
- **Lost:** Specific metric (p95), exact numbers (450→120), method (query optimization)
- **Preserved:** Magnitude (3x), category (database)
- **Decision:** Acceptable loss for novice? If they need to reproduce work, NO. If they just need to know it's fixed, YES.

---

## 5. Common Failure Modes & Recovery

### Semantic Drift

**Symptom:** Translation becomes inaccurate through cumulative simplifications.

**Example:**
- Fact: "Reduces risk by 30% if applied within 24 hours"
- Simplification 1: "Reduces risk by 30%"
- Simplification 2: "Reduces risk significantly"
- Simplification 3: "Helps reduce risk"
- **Drift:** Lost quantification (30%) and time constraint (24 hours). Now sounds like "maybe helps a bit."

**Prevention:**
- After each simplification, check against original
- Preserve one level of quantification ("significant" = at least 20-40% range)
- Preserve critical constraints (time, conditions, scope)

**Recovery:** If drift detected, re-anchor to source and re-translate with tighter constraints.

### Audience Mismatch

**Symptom:** Translation too technical or too simple for actual target.

**Diagnosis:**
- Too technical: Target asks "what does X mean?" frequently, gives up reading
- Too simple: Target feels patronized, says "I know this, get to the point"

**Recovery:**
1. Re-profile audience (was assumption wrong?)
2. Adjust one level up/down on expertise scale
3. Test with different target representative

### Emphasis Inversion

**Symptom:** Translation emphasizes what source cares about, not what target needs.

**Example:**
- Source (engineer): Excited about elegant algorithm
- Translation for business: Leads with algorithm elegance
- Target (exec): Doesn't care about elegance, cares about ROI
- **Fix:** Lead with business impact, mention elegance as side note if at all

**Prevention:** Before translating, list target's top 3 priorities. Ensure translation leads with those, not source's priorities.

### False Simplification

**Symptom:** Simplification introduces error, not just loss of detail.

**Example:**
- Fact: "Correlation between X and Y (r=0.6, p<0.05)"
- Bad simplification: "X causes Y"
- **Error:** Correlation ≠ Causation

**Prevention:** Distinguish:
- **Loss of precision** (OK if within acceptable range): "30.2%" → "about 30%"
- **Loss of nuance** (OK if caveat added): "Usually works" + footnote "except cases A, B"
- **Introduction of error** (NOT OK): Changing meaning, implying false causation, stating certainty when uncertain

**Recovery:** If false simplification detected, revise to either: (a) Preserve accuracy with explanation, or (b) Escalate to source expert for help simplifying correctly.

---

## 6. Domain-Specific Translation Patterns

### Technical → Business

**Pattern:**
- Remove: Implementation details, code, algorithms, technical metrics
- Add: Business outcomes, customer impact, competitive advantage, ROI
- Reframe: "How" → "Why" and "So what?"

**Translation table:**

| Technical Term | Business Translation | Rationale |
|----------------|---------------------|-----------|
| "Migrated to microservices" | "Can now scale components independently, reducing infrastructure costs 30%" | Outcome + quantified benefit |
| "Implemented CI/CD pipeline" | "Faster feature delivery: releases went from monthly to daily" | Customer-visible outcome |
| "Reduced technical debt" | "Improved developer productivity 25%, enabling faster roadmap execution" | Business productivity + enablement |
| "OAuth 2.0 authentication" | "Enterprise-grade security enabling Fortune 500 customers" | Customer segment + enablement |

### Strategic → Tactical

**Pattern:**
- Remove: Vision statements, market trends, abstract goals
- Add: Concrete actions, owners, timelines, success metrics
- Reframe: "What" and "Why" → "How" and "Who"

**Translation table:**

| Strategic Statement | Tactical Translation | Specificity Added |
|---------------------|---------------------|-------------------|
| "Become customer-obsessed" | "Eng: Implement NPS survey (Q1). PM: Weekly customer calls (start Feb). Support: <2hr response SLA (Apr)." | Actions, owners, deadlines |
| "Lead in AI innovation" | "Hire 3 ML engineers (Q1), train PMs on ML basics (Q2), ship AI feature in product X (Q3)" | Team changes, timeline, deliverable |
| "Expand market presence" | "Enter 3 new regions (EMEA Q2, APAC Q3, LATAM Q4). Localize product for each. 2 sales hires per region." | Regions, timeline, resources |

### Formal → Informal

**Pattern:**
- Voice: Passive → Active, Third person → First/Second person
- Structure: Rigid → Conversational flow
- Language: Complex → Simple, Remove jargon → Use plain terms
- Tone: Distant → Approachable

**Examples:**

| Formal | Informal | Change |
|--------|----------|--------|
| "It has been determined that the aforementioned policy shall be revised" | "We're updating the policy" | Passive → Active, complex → simple |
| "Stakeholders are advised to review the documentation" | "Please check out the docs" | Third person → Second person, formal → casual |
| "The organization will implement remote work arrangements" | "We're allowing remote work" | Bureaucratic → Direct |

### Long → Summary (Compression)

**Invert pyramid:**
1. **Lede** (1-2 sentences): Core finding/decision/recommendation
2. **Key details** (3-5 bullets): Essential context
3. **Optional depth:** "For more, see full doc"

**Compression ratios:**
- 50:1 (50 pages → 1 page): Abstract for research papers
- 10:1 (10 pages → 1 page): Executive summary
- 3:1 (3 paragraphs → 1 paragraph): Email summary of meeting

**What to preserve in compression:**
- Decisions made
- Key numbers (magnitudes, not precision)
- Critical caveats ("only works if...")
- Next steps and owners

**What to cut:**
- Background context (assume known)
- Alternatives considered but rejected
- Detailed methodology
- Supporting examples beyond first one

---

## 7. Advanced Techniques

### Analogical Translation

**Use:** Explain unfamiliar domain by mapping to familiar domain.

**Process:**
1. **Identify unfamiliar concept:** e.g., "Distributed consensus algorithm"
2. **Find familiar analogy:** e.g., "Group of friends deciding where to eat"
3. **Map structure:** Agreement protocol → Discussion and voting
4. **State limits:** "Like friends voting, but must tolerate some being slow to respond"

**Quality checks:**
- Structural similarity (not just surface): Both involve coordination, conflicting preferences, eventual agreement
- Limits acknowledged: Unlike friends, algorithms can't negotiate creatively
- Productive: Analogy helps target understand novel concept

### Progressive Disclosure Translation

**Use:** Multi-level document where depth increases incrementally.

**Structure:**
1. **Level 0 - Headline:** 10-word summary
2. **Level 1 - Summary:** 3 sentences
3. **Level 2 - Findings:** 1 paragraph
4. **Level 3 - Analysis:** 1 page
5. **Level 4 - Full detail:** Multiple pages

**Reader flow:** Busy exec reads Level 0-1, implementer reads Level 2-3, expert reads all.

**Example - Incident report:**
- **L0:** Database outage 2-3pm, fixed, prevented
- **L1:** Race condition under high load caused 1hr outage. Root cause fixed, monitoring added, no data loss.
- **L2:** [Paragraph with symptom timeline, customer impact, immediate mitigation]
- **L3:** [Page with technical root cause, fix implementation, prevention measures]
- **L4:** [Full postmortem with code changes, testing, related incidents]

### Cultural Code-Switching

**Use:** Adapt content for different cultural norms.

**Dimensions:**
- **Directness:** US (direct) vs Japan (indirect) → Frame feedback as suggestion vs directive
- **Hierarchy:** Flat (US startups) vs Hierarchical (traditional corps) → "We decided" vs "Leadership decided"
- **Time orientation:** Monochronic (Germany, deadlines sacred) vs Polychronic (Latin America, deadlines flexible) → Emphasize punctuality or relationships
- **Communication style:** Low-context (explicit, literal) vs High-context (implicit, read between lines)

**Example - Requesting deadline extension:**
- **US (direct, low-context):** "We need 2 more weeks due to scope increase. Can extend deadline to March 15?"
- **Japan (indirect, high-context):** "Considering recent scope adjustments, we're evaluating timeline. Perhaps discussion of March 15 target would be beneficial?"

**Both convey same request, framed for cultural norms.**

---

## 8. Validation Checklist

Before finalizing ANY translation:

**Semantic Accuracy:**
- [ ] Source domain expert would confirm accuracy
- [ ] No facts changed through simplification
- [ ] Critical caveats preserved
- [ ] Quantification retained (at least order of magnitude)

**Audience Fit:**
- [ ] Expertise level matched (not too technical or simple)
- [ ] Addresses target's primary goals
- [ ] Tone appropriate for relationship and context
- [ ] Length fits time/attention constraints

**Emphasis:**
- [ ] Leads with target's priorities, not source's
- [ ] Key information highlighted (bullets, bold, first position)
- [ ] Actionable if target needs to act

**Quality:**
- [ ] "Would target find this clear and useful?" - Yes
- [ ] "Would I stake my reputation on accuracy?" - Yes
- [ ] Any trade-offs (accuracy vs clarity) justified and documented

If any check fails, revise before delivering.