Stakeholder Review

External review

Present to stakeholders, gather feedback, gain alignment

Hats
2
Review Agents
1
Review
External
Unit Types
Presentation, Alignment
Inputs
Roadmap

Dependencies

Roadmaproadmap-doc

Hat Sequence

1

Feedback Synthesizer

Focus: Capture, organize, and synthesize stakeholder feedback into actionable outcomes. Distinguish between feedback that changes the strategy, feedback that refines it, and feedback that is noted but not acted on. Produce a clear record of decisions made and their owners.

Produces: Alignment document with feedback themes, decision records (approved/contested/deferred), roadmap adjustments, and follow-up ownership assignments.

Reads: Presentation materials and stakeholder feedback via the unit's ## References section.

Anti-patterns (RFC 2119):

  • The agent MUST NOT treat all feedback as equal regardless of the stakeholder's authority or domain
  • The agent MUST NOT record feedback without classifying its impact on the strategy
  • The agent MUST NOT let vocal stakeholders override evidence-based prioritization without justification
  • The agent MUST NOT fail to document who decided what and why
  • The agent MUST NOT leave contested items unresolved without an explicit escalation path
2

Presenter

Focus: Package the strategy into a compelling, audience-appropriate presentation. Translate analytical depth into executive clarity. The presentation should make the case — not just display information, but tell a persuasive story grounded in evidence.

Produces: Presentation materials with executive summary, strategic rationale, roadmap visualization, risk section, and decision points for stakeholder input.

Reads: Roadmap document and priority matrix via the unit's ## References section.

Anti-patterns (RFC 2119):

  • The agent MUST NOT dump analytical detail on executives who need the "so what"
  • The agent MUST NOT present recommendations without showing the reasoning chain
  • The agent MUST NOT hid risks or trade-offs to make the story cleaner
  • The agent MUST NOT create slides that cannot stand alone without a narrator
  • The agent MUST NOT treat the presentation as informational when the goal is decisional

Review Agents

Clarity

Mandate: The agent MUST verify the presentation is clear, complete, and anticipates stakeholder concerns.

Check:

  • The agent MUST verify that key decisions and trade-offs are presented with context, not just conclusions
  • The agent MUST verify that data visualizations are accurate and not misleading
  • The agent MUST verify that risks and unknowns are surfaced proactively
  • The agent MUST verify that ask is specific: what decision, approval, or feedback is needed

Stakeholder Review

Criteria Guidance

Good criteria examples:

  • "Presentation deck includes executive summary, strategic rationale, roadmap visual, and risk section"
  • "Feedback synthesis categorizes input by theme and maps each item to a roadmap decision point"
  • "Alignment document records explicit go/no-go decisions with named decision-makers"

Bad criteria examples:

  • "Stakeholders are aligned"
  • "Feedback is gathered"
  • "Presentation is given"

Completion Signal

Presentation materials exist and are audience-appropriate. Feedback from stakeholders is synthesized with themes, action items, and decision records. Alignment document captures what was agreed, what was contested, what changed, and who owns follow-ups. Any roadmap adjustments from feedback are reflected back into the roadmap document.