350 lines
15 KiB
Markdown
350 lines
15 KiB
Markdown
# Translation, Reframing & Audience Shift Template
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## Workflow
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Copy this checklist and track your progress:
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```
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Translation Template Progress:
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- [ ] Step 1: Characterize source and target audiences
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- [ ] Step 2: Map translation requirements
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- [ ] Step 3: Execute translation
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- [ ] Step 4: Validate fidelity
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- [ ] Step 5: Finalize and deliver
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```
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**Step 1**: Complete [Section 1: Audience Characterization](#1-audience-characterization) for both source and target.
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**Step 2**: Fill out [Section 2: Translation Mapping](#2-translation-mapping) to identify gaps and strategy.
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**Step 3**: Use [Section 3: Translated Content](#3-translated-content) to perform the translation.
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**Step 4**: Apply [Section 4: Fidelity Validation](#4-fidelity-validation) to verify semantic accuracy and audience fit.
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**Step 5**: Complete [Section 5: Delivery Package](#5-delivery-package) with final content and rationale.
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---
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## 1. Audience Characterization
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### Source Audience
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**Expertise Level:**
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- [ ] Expert (domain fluent, comfortable with jargon, wants depth)
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- [ ] Intermediate (familiar with basics, needs some context)
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- [ ] Novice (no background assumed, needs plain language)
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**Primary Goals:**
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- [ ] Decision-makers (want options, trade-offs, recommendations)
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- [ ] Implementers (want specifics, how-to, constraints)
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- [ ] Learners (want understanding, context, mental models)
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- [ ] Stakeholders (want impact, status, next steps)
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**Context:**
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- **Time available**: [e.g., 5 minutes, 30 minutes, unlimited for reference]
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- **Medium**: [Email, document, presentation, conversation, etc.]
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- **Familiarity with topic**: [Deep context, some awareness, completely new]
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- **Sensitivity**: [Public/external, internal/private, confidential]
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**Cultural/Demographic:**
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- **Language comfort**: [Native English, non-native, specific terminology expected]
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- **Generation/age**: [Gen Z, Millennial, Gen X, Boomer - affects tone/references]
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- **Industry background**: [Tech, healthcare, finance, manufacturing, government, etc.]
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- **Geography**: [US, Europe, Asia, global - affects idioms, examples, formats]
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**Tone & Style of Source:**
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- **Formality**: [Formal, semi-formal, casual, conversational]
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- **Emotion**: [Neutral, enthusiastic, concerned, celebratory]
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- **Perspective**: [First person, third person, passive voice]
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- **Length/depth**: [Brief, moderate, comprehensive, exhaustive]
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### Target Audience
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**Expertise Level:**
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- [ ] Expert (domain fluent, comfortable with jargon, wants depth)
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- [ ] Intermediate (familiar with basics, needs some context)
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- [ ] Novice (no background assumed, needs plain language)
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**Primary Goals:**
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- [ ] Decision-makers (want options, trade-offs, recommendations)
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- [ ] Implementers (want specifics, how-to, constraints)
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- [ ] Learners (want understanding, context, mental models)
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- [ ] Stakeholders (want impact, status, next steps)
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**Context:**
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- **Time available**: [e.g., 1 minute, 10 minutes, will read thoroughly]
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- **Medium**: [Email, document, presentation, conversation, etc.]
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- **Familiarity with topic**: [None, minimal, some background]
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- **Sensitivity**: [Public/external, internal/private, confidential]
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**Cultural/Demographic:**
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- **Language comfort**: [Native English, non-native, avoid jargon]
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- **Generation/age**: [Affects communication style, references, emoji use]
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- **Industry background**: [Different from source? Requires analogy bridge?]
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- **Geography**: [Same or different from source? Affects examples, units, dates]
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**Desired Tone & Style:**
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- **Formality**: [Formal, semi-formal, casual, conversational]
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- **Emotion**: [Neutral, encouraging, urgent, reassuring]
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- **Perspective**: [First person (we/I), second person (you), third person]
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- **Length/depth**: [TL;DR, brief summary, moderate detail, comprehensive]
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### Audience Gap Analysis
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**Expertise gap:** Source is [expert/intermediate/novice] → Target is [expert/intermediate/novice]
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**Gap size:** [Small (1 level) / Moderate (2 levels) / Large (expert ↔ novice)]
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**Implication:** [If large gap: Requires significant simplification/elaboration and bridging analogies]
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**Goal misalignment:** Source focused on [decision/implementation/learning] → Target needs [decision/implementation/learning]
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**Implication:** [Requires emphasis shift - highlight different aspects of same information]
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**Context difference:** Source has [time/medium/familiarity] → Target has [time/medium/familiarity]
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**Implication:** [Requires length/format/explanation level adjustment]
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**Cultural/Demographic difference:** Source is [demographic] → Target is [demographic]
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**Implication:** [Requires idiom replacement, reference changes, example adaptation]
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---
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## 2. Translation Mapping
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### Translation Type Classification
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Select primary translation type(s):
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- [ ] **Technical ↔ Business** (engineering details ↔ business value)
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- [ ] **Strategic ↔ Tactical** (vision/goals ↔ actions/tasks)
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- [ ] **Expert ↔ Novice** (domain jargon ↔ plain language)
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- [ ] **Formal ↔ Informal** (professional report ↔ casual communication)
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- [ ] **Long-form ↔ Summary** (comprehensive ↔ highlights)
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- [ ] **Internal ↔ External** (company context ↔ customer-facing)
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- [ ] **Cross-Cultural** (one culture/generation/industry → another)
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- [ ] **Medium Shift** (written ↔ spoken, document ↔ presentation)
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### Translation Strategy
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Based on audience gap, select strategy:
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**If simplifying (expert → novice, technical → business):**
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- **Remove**: [Jargon, technical details, implementation specifics, edge cases, nuance]
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- **Add**: [Definitions, analogies, "why this matters", examples, context]
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- **Shift emphasis**: [How it works → Why it matters | Metrics → Outcomes | Process → Impact]
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- **Bridge technique**: [Use familiar domain to explain unfamiliar - analogies, metaphors]
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**If elaborating (novice → expert, business → technical):**
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- **Remove**: [Over-explanations, basic definitions, hand-holding]
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- **Add**: [Precision, technical terms, caveats, edge cases, constraints, methodology]
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- **Shift emphasis**: [Simplified model → Accurate complexity | Outcomes → Metrics | Impact → Process]
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- **Depth technique**: [Add layers of detail, specify units/quantification, cite sources]
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**If changing tone (formal ↔ informal):**
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- **Formal → Informal**: Active voice, contractions, first/second person, simple language, conversational flow
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- **Informal → Formal**: Remove contractions, third person, passive where appropriate, professional terminology, structured sections
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**If compressing (long → summary):**
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- **Structure**: Inverted pyramid (most important first)
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- **Preserve**: Core findings, key recommendations, critical caveats, next steps
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- **Remove**: Supporting details, full context, exhaustive examples, tangents
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- **Ratio target**: [e.g., 50:1, 10:1, 3:1 depending on need]
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**If cross-cultural/demographic:**
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- **Replace**: Culture-specific idioms, references, examples with universal or target-culture equivalents
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- **Adapt**: Date formats, measurement units, communication norms
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- **Clarify**: Assumptions that source culture takes for granted
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### What Must Change
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| Element | Source | Target | Reason |
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|---------|--------|--------|--------|
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| **Jargon/terminology** | [Technical terms used] | [Plain language equivalent] | [Target expertise level lower] |
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| **Tone/formality** | [Current tone] | [Desired tone] | [Target audience expects X] |
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| **Emphasis** | [What's highlighted now] | [What should be highlighted] | [Target cares about Y not Z] |
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| **Length** | [Current length] | [Target length] | [Time constraints] |
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| **Structure** | [Current organization] | [Target organization] | [Medium change] |
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| **Examples/analogies** | [Current examples] | [Relatable examples for target] | [Cultural/domain difference] |
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| **Details level** | [Current depth] | [Target depth] | [Expertise gap] |
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### What Must Preserve (Semantic Fidelity)
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**Critical to maintain accuracy:**
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- Core facts: [List key facts that must remain true]
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- Relationships: [Cause-effect, dependencies, constraints that must be preserved]
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- Limitations/caveats: [Important qualifications that can't be dropped]
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- Implications: [What this means for the audience - must remain accurate]
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- Quantification: [Numbers, timelines, magnitudes - can round but not distort]
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**Verification test:** "Would an expert in the source domain confirm this translation is accurate?"
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---
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## 3. Translated Content
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### Original Content (Brief Excerpt)
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[Paste relevant excerpt from original, or summarize if very long]
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**Key points in original:**
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1. [Point 1]
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2. [Point 2]
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3. [Point 3]
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4. [Point 4]
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5. [Point 5]
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### Translated Version
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[Write full translated version here, formatted for target medium]
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**If target medium is email:** Use short paragraphs, bullets, bold for key points, skimmable structure.
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**If target medium is presentation:** Slide-friendly bullets, one main idea per slide/section, visual cues.
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**If target medium is document:** Clear headers, sections, reference format, comprehensive.
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**If target medium is conversation:** Conversational language, questions to check understanding, interactive.
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**Example structure for executive summary:**
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---
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**[Title - Clear, jargon-free]**
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**Bottom line up front (BLUF):** [1-2 sentence core message - what they need to know]
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**Key findings/decisions:**
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- [Point 1 - phrased for target audience with their priorities]
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- [Point 2]
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- [Point 3]
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**Recommendation:** [Clear action with rationale]
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**Next steps:** [What happens now, timeline, who's responsible]
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**Context (if needed):** [Brief background only if target needs it]
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---
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### Translation Diff
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**What changed from original:**
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| Aspect | Change Made | Rationale |
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|--------|-------------|-----------|
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| Jargon | [Replaced "X" with "Y"] | [Target doesn't know X, Y is familiar equivalent] |
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| Details | [Removed implementation specifics] | [Target is decision-maker, not implementer] |
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| Emphasis | [Highlighted business value over technical approach] | [Target cares about ROI, not how it works] |
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| Tone | [Changed from formal report to conversational email] | [Target prefers approachable communication] |
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| Length | [Reduced from 5 pages to 1 page] | [Target has 5 minutes, not 30 minutes] |
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| Structure | [Inverted pyramid - key finding first] | [Target may not read to end, need headline first] |
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| Examples | [Replaced code snippet with business analogy] | [Target doesn't read code, needs business framing] |
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| Cultural | [Replaced "home run" with "big win"] | [International audience, baseball reference excludes them] |
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**What preserved:**
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| Aspect | How Preserved | Verification |
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|--------|---------------|--------------|
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| Core facts | [Still states X happened on Y date with Z impact] | [Accuracy check: yes] |
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| Relationships | [Still shows A caused B, which enabled C] | [Cause-effect intact: yes] |
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| Caveats | [Still notes limitation that it only works under condition X] | [Qualification preserved: yes] |
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| Implications | [Still conveys that this means we can now do Y] | [Meaning intact: yes] |
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| Numbers | [Still cites 30% improvement, rounded from 32.7%] | [Within acceptable range: yes] |
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---
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## 4. Fidelity Validation
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### Validation Checks
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**CRITICAL - Semantic Fidelity:** "Would source domain expert confirm this is accurate?"
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- [ ] Core facts accurate (no distortions from simplification)
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- [ ] Cause-effect relationships preserved
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- [ ] Critical caveats included when relevant
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- [ ] Implications correct for target
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- [ ] No semantic drift (facts still true, just rephrased)
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**Audience Appropriateness:** "Would target find this clear and useful?"
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- [ ] Expertise level matched (not too technical or too simple)
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- [ ] Jargon explained when needed, avoided when unknown
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- [ ] Addresses target's primary goals (decide/implement/learn)
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- [ ] Tone appropriate for audience and context
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- [ ] Length respects time constraints
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**Emphasis & Medium:**
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- [ ] Leads with target's priorities (not source's)
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- [ ] Detail level right (enough to understand, not overwhelming)
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- [ ] Structure fits medium (email skimmable, doc structured, presentation visual)
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- [ ] Actionable if needed (clear next steps)
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**Cultural/Demographic (if applicable):**
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- [ ] Idioms/references work for target culture/generation
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- [ ] Examples relatable to target's context
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- [ ] No unstated cultural assumptions
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**If semantic fidelity fails:** STOP. Revise to restore accuracy before proceeding.
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---
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## 5. Delivery Package
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### Final Translated Content
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[Paste polished final version here, ready for delivery to target audience]
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### Translation Metadata
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**Translation performed:**
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- Date: [Date]
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- Source audience: [Brief characterization]
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- Target audience: [Brief characterization]
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- Translation type: [e.g., Technical → Business, Expert → Novice]
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- Primary changes: [e.g., Removed jargon, added business framing, compressed 10:1]
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### Translation Rationale
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**Why this translation approach:**
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[Explain the key decisions made and why - helps stakeholders understand the translation choices]
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**Example:**
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"Original was written for engineering team (expert audience) with deep technical detail. Translated for executive stakeholders (decision-makers) who need business implications, not implementation details. Removed technical jargon (distributed lock manager → timing issue), shifted emphasis from how it was fixed to customer impact and prevention, compressed from 3 pages to 3 paragraphs. Preserved: timeline, affected systems, root cause category, resolution confidence. Business value: Executives can quickly understand incident impact, assess risk, and approve resources for prevention—without needing to understand technical implementation."
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### Validation Summary
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**Semantic fidelity:** ✓ Core facts verified accurate by [source domain expert / self-check against rubric]
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**Audience match:** ✓ Tone, depth, and emphasis appropriate for [target audience characterization]
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**Emphasis aligned:** ✓ Highlights [key priorities for target audience]
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**Medium optimized:** ✓ Formatted as [target medium] with appropriate structure
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**Limitations/compromises:** [Note any unavoidable trade-offs, e.g., "Some technical nuance lost for brevity, but core accuracy preserved" or "Simplified causal chain for accessibility, details available in appendix"]
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**Minimum Standard:** Use rubric (evaluators/rubric_translation_reframing_audience_shift.json). Average score ≥ 3.5/5.
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---
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## Common Pitfalls to Avoid
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**Semantic drift** - Facts become inaccurate through simplification. Fix: Verify each simplification preserves truth.
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**Talking down** - Condescending tone to novices ("even you can understand this"). Fix: Respectful explanations.
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**Jargon mismatch** - Too technical for target or too vague. Fix: Define or avoid per target knowledge.
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**Missing "so what?"** - Technical details without business impact. Fix: Every technical detail answers "why does target care?"
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**Missing "how?"** - Strategic vision without tactical translation. Fix: Every goal specifies concrete actions.
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**Lost nuance** - Critical caveats omitted for brevity. Fix: Preserve important qualifications even in summaries.
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**Cultural assumptions** - Idioms or references that exclude target. Fix: Replace with universal or target-culture equivalents.
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**Wrong emphasis** - Highlighting what you find interesting vs. what target needs. Fix: Lead with target's priorities.
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**Unverified accuracy** - Assuming translation is correct without checking. Fix: Test with "would source expert confirm this?"
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