TEAM SNAPSHOT SYSTEM MAPS¶
Ba sơ đồ dưới đây là bản đồ vận hành chuẩn cho
Team Snapshot 30'. Khi đổi flow, deck, poll, question bank, hay report logic, phải cập nhật lại file này.
1) State machine¶
stateDiagram-v2
[*] --> IntakeReady
IntakeReady --> MeetingPrepared: meeting + templates + slots ready
MeetingPrepared --> ConsentChecked: start Team Snapshot 30'
ConsentChecked --> QuestionsCaptured: TSQ01..TSQ08 logged
QuestionsCaptured --> PulseScored: Pulse 5Q saved
PulseScored --> SnapshotDrafting: facilitator synthesizes evidence
SnapshotDrafting --> SnapshotQA: placeholder/privacy/owner check
SnapshotQA --> SnapshotSent: <=24h
SnapshotSent --> TeamXRayBooked: slot confirmed
SnapshotSent --> NurtureLocked: owner + deadline + follow-up locked
SnapshotSent --> FailClosed: no fit / no decision / privacy violation
TeamXRayBooked --> [*]
NurtureLocked --> [*]
FailClosed --> [*]
2) Sequence¶
sequenceDiagram
participant Lead as CEO/HR
participant Fac as Facilitator
participant Ops as Ops App
participant Deck as team-snapshot-diagnostic
participant QB as Meeting Questions Panel
participant Poll as Pulse 5Q
participant Rep as Snapshot Report
participant CRM as Mini CRM
Fac->>Lead: Mở buổi + xin phép ghi âm nội bộ
Fac->>Deck: Mở slide flow 30'
Fac->>Lead: Hỏi TSQ01..TSQ08
Fac->>QB: Ghi câu trả lời theo question id
Fac->>Lead: Chạy Pulse 5Q
Fac->>Poll: Lưu 5 điểm + tier
Fac->>Rep: Draft snapshot từ answers + pulse + notes
Rep->>CRM: Ghi decision owner + next action
Fac->>Lead: Gửi snapshot <=24h + chốt 2 slot Team X-Ray
3) Data flow¶
flowchart LR
A[Intake form] --> B[Meeting record]
B --> C[Question template TSQ01..TSQ08]
C --> D[Meeting Questions Panel answers]
B --> E[Pulse 5Q template]
E --> F[Pulse score and tier]
D --> G[Snapshot draft]
F --> G
H[Clean transcript excerpts or notes] --> G
G --> I[Snapshot QA]
I --> J[Snapshot sent <=24h]
J --> K[CRM stage and next action]
J --> L[Team X-Ray booking]
4) Critical sync points¶
docs/00_team_snapshot/02-cau-hoi-diagnostic-ceo-hr.mddocs/00_team_snapshot/03-survey-bridge-5q-app-qr.mddocs/00_team_snapshot/08-deck-va-link-share.mdmyteam.locuno.com/src/presentations/team-snapshot-diagnostic/*myteam.locuno.com/src/features/ops-meetings/meeting-questions-panel.tsx
5) Failure modes dễ gặp¶
- Slide và question bank lệch nhau.
- Ghi âm có nhưng answer trong app không đầy đủ.
- Có pulse score nhưng không gắn được vào interpretation.
- Snapshot gửi chậm, làm rơi đà close.
- Close mà không khóa owner + deadline khi khách chưa chốt.