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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.md
  • docs/00_team_snapshot/03-survey-bridge-5q-app-qr.md
  • docs/00_team_snapshot/08-deck-va-link-share.md
  • myteam.locuno.com/src/presentations/team-snapshot-diagnostic/*
  • myteam.locuno.com/src/features/ops-meetings/meeting-questions-panel.tsx

5) Failure modes dễ gặp

  1. Slide và question bank lệch nhau.
  2. Ghi âm có nhưng answer trong app không đầy đủ.
  3. Có pulse score nhưng không gắn được vào interpretation.
  4. Snapshot gửi chậm, làm rơi đà close.
  5. Close mà không khóa owner + deadline khi khách chưa chốt.