insight-synthesis

Context

Use at the end of Phase 1 / start of Phase 2 when multiple agent analyses are complete and need to be synthesized into a coherent strategic narrative for the Engagement Leader's approval gate.

When to Use

• Multiple Phase 1 analyses complete and need integration
• Preparing for Phase 2 design review
• Conflicting findings from different analyses need reconciliation

Execution Steps

1. Collect Analysis Outputs: Gather all completed Phase 1 reports (competitive-intelligence, org-readiness-assessment, technical-feasibility outputs, industry expert input if available)
2. Identify Themes: Extract 3-5 cross-cutting strategic themes that appear across multiple analyses
3. Cultural Filtering Step (mandatory):
   • Review findings through organizational culture lens (from change-management-partner inputs)
   • Flag any recommendation that is analytically sound but culturally unviable
   • Annotate each key finding with: "Cultural enabler / Cultural barrier / Neutral"
4. Resolve Conflicts: Where analyses disagree, document the tension explicitly rather than forcing consensus. Classify as: (a) resolvable with more data, (b) context-dependent, (c) genuine strategic trade-off
5. Synthesize Strategic Narrative:
   • One overarching "So What?" statement (max 2 sentences)
   • 3-5 supporting findings with evidence
   • Key risks and dependencies
   • Recommended strategic direction
6. Prepare for Phase 2 Gate: Structure output as decision-ready briefing for Engagement Leader

Output Format

• Strategic Synthesis Brief: Situation Summary, Key Findings (cross-referenced to source analyses), Cultural Compatibility Assessment, Strategic Options (max 3), Recommended Direction with Rationale, Key Risks

Related Skills

• competitive-intelligence
• org-readiness-assessment
• technical-feasibility
• financial-modeling