Files
agency-agents/strategy/playbooks/phase-6-operate.md
Matt Van Horn 81f5a6998a fix: rename 'Data Analytics Reporter' to 'Analytics Reporter' in strategy docs
The strategy documentation references a 'Data Analytics Reporter' agent
that does not exist. The actual agent is 'Analytics Reporter' defined in
support/support-analytics-reporter.md. This fixes all 6 occurrences
across 4 strategy files.

Fixes #291

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 08:36:37 -07:00

9.6 KiB

🔄 Phase 6 Playbook — Operate & Evolve

Duration: Ongoing | Agents: 12+ (rotating) | Governance: Studio Producer


Objective

Sustained operations with continuous improvement. The product is live — now make it thrive. This phase has no end date; it runs as long as the product is in market.

Pre-Conditions

  • Phase 5 Quality Gate passed (stable launch)
  • Phase 5 Handoff Package received
  • Operational cadences established
  • Baseline metrics documented

Operational Cadences

Continuous (Always Active)

Agent Responsibility SLA
Infrastructure Maintainer System uptime, performance, security 99.9% uptime, < 30min MTTR
Support Responder Customer support, issue resolution < 4hr first response
DevOps Automator Deployment pipeline, hotfixes Multiple deploys/day capability

Daily

Agent Activity Output
Analytics Reporter KPI dashboard update Daily metrics snapshot
Support Responder Issue triage and resolution Support ticket summary
Infrastructure Maintainer System health check Health status report

Weekly

Agent Activity Output
Analytics Reporter Weekly performance analysis Weekly Analytics Report
Feedback Synthesizer User feedback synthesis Weekly Feedback Summary
Sprint Prioritizer Backlog grooming + sprint planning Sprint Plan
Growth Hacker Growth channel optimization Growth Metrics Report
Project Shepherd Cross-team coordination Weekly Status Update

Bi-Weekly

Agent Activity Output
Feedback Synthesizer Deep feedback analysis Bi-Weekly Insights Report
Experiment Tracker A/B test analysis Experiment Results Summary
Content Creator Content calendar execution Published Content Report

Monthly

Agent Activity Output
Executive Summary Generator C-suite reporting Monthly Executive Summary
Finance Tracker Financial performance review Monthly Financial Report
Legal Compliance Checker Regulatory monitoring Compliance Status Report
Trend Researcher Market intelligence update Monthly Market Brief
Brand Guardian Brand consistency audit Brand Health Report

Quarterly

Agent Activity Output
Studio Producer Strategic portfolio review Quarterly Strategic Review
Workflow Optimizer Process efficiency audit Optimization Report
Performance Benchmarker Performance regression testing Quarterly Performance Report
Tool Evaluator Technology stack review Tech Debt Assessment

Continuous Improvement Loop

MEASURE (Analytics Reporter)
    │
    ▼
ANALYZE (Feedback Synthesizer + Analytics Reporter)
    │
    ▼
PLAN (Sprint Prioritizer + Studio Producer)
    │
    ▼
BUILD (Phase 3 Dev↔QA Loop — mini-cycles)
    │
    ▼
VALIDATE (Evidence Collector + Reality Checker)
    │
    ▼
DEPLOY (DevOps Automator)
    │
    ▼
MEASURE (back to start)

Feature Development in Phase 6

New features follow a compressed NEXUS cycle:

1. Sprint Prioritizer selects feature from backlog
2. Appropriate Developer Agent implements
3. Evidence Collector validates (Dev↔QA loop)
4. DevOps Automator deploys (feature flag or direct)
5. Experiment Tracker monitors (A/B test if applicable)
6. Analytics Reporter measures impact
7. Feedback Synthesizer collects user response

Incident Response Protocol

Severity Levels

Level Definition Response Time Decision Authority
P0 — Critical Service down, data loss, security breach Immediate Studio Producer
P1 — High Major feature broken, significant degradation < 1 hour Project Shepherd
P2 — Medium Minor feature issue, workaround available < 4 hours Agents Orchestrator
P3 — Low Cosmetic issue, minor inconvenience Next sprint Sprint Prioritizer

Incident Response Sequence

DETECTION (Infrastructure Maintainer or Support Responder)
    │
    ▼
TRIAGE (Agents Orchestrator)
    ├── Classify severity (P0-P3)
    ├── Assign response team
    └── Notify stakeholders
    │
    ▼
RESPONSE
    ├── P0: Infrastructure Maintainer + DevOps Automator + Backend Architect
    ├── P1: Relevant Developer Agent + DevOps Automator
    ├── P2: Relevant Developer Agent
    └── P3: Added to sprint backlog
    │
    ▼
RESOLUTION
    ├── Fix implemented and deployed
    ├── Evidence Collector verifies fix
    └── Infrastructure Maintainer confirms stability
    │
    ▼
POST-MORTEM
    ├── Workflow Optimizer leads retrospective
    ├── Root cause analysis documented
    ├── Prevention measures identified
    └── Process improvements implemented

Growth Operations

Monthly Growth Review (Growth Hacker leads)

1. Channel Performance Analysis
   - Acquisition by channel (organic, paid, referral, social)
   - CAC by channel
   - Conversion rates by funnel stage
   - LTV:CAC ratio trends

2. Experiment Results
   - Completed A/B tests and outcomes
   - Statistical significance validation
   - Winner implementation status
   - New experiment pipeline

3. Retention Analysis
   - Cohort retention curves
   - Churn risk identification
   - Re-engagement campaign results
   - Feature adoption metrics

4. Growth Roadmap Update
   - Next month's growth experiments
   - Channel budget reallocation
   - New channel exploration
   - Viral coefficient optimization

Content Operations (Content Creator + Social Media Strategist)

Weekly:
- Content calendar execution
- Social media engagement
- Community management
- Performance tracking

Monthly:
- Content performance review
- Editorial calendar planning
- Platform algorithm updates
- Content strategy refinement

Platform-Specific:
- Twitter Engager → Daily engagement, weekly threads
- Instagram Curator → 3-5 posts/week, daily stories
- TikTok Strategist → 3-5 videos/week
- Reddit Community Builder → Daily authentic engagement

Financial Operations

Monthly Financial Review (Finance Tracker)

1. Revenue Analysis
   - MRR/ARR tracking
   - Revenue by segment/plan
   - Expansion revenue
   - Churn revenue impact

2. Cost Analysis
   - Infrastructure costs
   - Marketing spend by channel
   - Team/resource costs
   - Tool and service costs

3. Unit Economics
   - CAC trends
   - LTV trends
   - LTV:CAC ratio
   - Payback period

4. Forecasting
   - Revenue forecast (3-month rolling)
   - Cost forecast
   - Cash flow projection
   - Budget variance analysis

Compliance Operations

1. Regulatory Monitoring
   - New regulations affecting the product
   - Existing regulation changes
   - Enforcement actions in the industry
   - Compliance deadline tracking

2. Privacy Compliance
   - Data subject request handling
   - Consent management effectiveness
   - Data retention policy adherence
   - Cross-border transfer compliance

3. Security Compliance
   - Vulnerability scan results
   - Patch management status
   - Access control review
   - Incident log review

4. Audit Readiness
   - Documentation currency
   - Evidence collection status
   - Training completion rates
   - Policy acknowledgment tracking

Strategic Evolution

Quarterly Strategic Review (Studio Producer)

1. Market Position Assessment
   - Competitive landscape changes (Trend Researcher input)
   - Market share evolution
   - Brand perception (Brand Guardian input)
   - Customer satisfaction trends (Feedback Synthesizer input)

2. Product Strategy
   - Feature roadmap review
   - Technology debt assessment (Tool Evaluator input)
   - Platform expansion opportunities
   - Partnership evaluation

3. Growth Strategy
   - Channel effectiveness review
   - New market opportunities
   - Pricing strategy assessment
   - Expansion planning

4. Organizational Health
   - Process efficiency (Workflow Optimizer input)
   - Team performance metrics
   - Resource allocation optimization
   - Capability development needs

Output: Quarterly Strategic Review → Updated roadmap and priorities

Phase 6 Success Metrics

Category Metric Target Owner
Reliability System uptime > 99.9% Infrastructure Maintainer
Reliability MTTR < 30 minutes Infrastructure Maintainer
Growth MoM user growth > 20% Growth Hacker
Growth Activation rate > 60% Analytics Reporter
Retention Day 7 retention > 40% Analytics Reporter
Retention Day 30 retention > 20% Analytics Reporter
Financial LTV:CAC ratio > 3:1 Finance Tracker
Financial Portfolio ROI > 25% Studio Producer
Quality NPS score > 50 Feedback Synthesizer
Quality Support resolution time < 4 hours Support Responder
Compliance Regulatory adherence > 98% Legal Compliance Checker
Efficiency Deployment frequency Multiple/day DevOps Automator
Efficiency Process improvement 20%/quarter Workflow Optimizer

Phase 6 has no end date. It runs as long as the product is in market, with continuous improvement cycles driving the product forward. The NEXUS pipeline can be re-activated (NEXUS-Sprint or NEXUS-Micro) for major new features or pivots.