edtech-partner-success

Sequence K-12 partner adoption activities by stage (newly-implemented / first-year-sustaining / multi-year-mature / pre-renewal) with school-year-phase overlay. Surface-by-surface rhythm (teacher / admin / student / family-facing). Diagnostic-before-intervention discipline — don't push feature-breadth in stage 1. Used by `learning-analytics-analyst` + `success-playbook-designer`.

Design a structured EdTech advocacy program with 5-tier ladder (logo → quote → case study → speaker → peer call). Health-score eligibility gate (top-quartile only), 2-asks-per-year ceiling, state-by-state anonymization overlay (CA/NY/IL stricter; TX/FL more permissive), FERPA consent for student/parent quotes. Used by `success-playbook-designer` + `ferpa-comms-translator` + `edtech-partner-success-manager`.

The back-end integration contract for a centralized EdTech customer success dashboard sitting on top of Planhat (CS platform) + Salesforce (CRM) + Snowflake (warehouse / product usage) + Zapier (glue) + Granola (AI meeting notes, stubbed). Documents what each system contributes to the dashboard's `bi-report/data.json` shape, the sync-freshness thresholds that drive the source-freshness banner, the identity spine that joins records across systems, and the Granola-into-Planhat flow (currently a documented placeholder). Used by `learning-analytics-analyst` (primary), `edtech-partner-success-manager` (touchpoint and pickup-brief fields), `qbr-composer` (data-pull plan). FERPA / student PII routes through `ravenclaude-core/security-reviewer` (mandatory).

Compute "today's top N accounts" for a K-12 EdTech PSM as a ranked list with next-best-action + confidence + rationale. Weighted-signal formula (lifecycle-aware), with RICE / ICE as alternate framings. Every action carries an explicit rationale string naming the dominant signal + the threshold crossed + the prescribed play. Designed so the PSM can answer "why this account today?" in one sentence.

Map the partner's buying committee — economic buyer, champion, technical buyer / IT, user-champion, blocker, executive sponsor — across segments (K-12 / higher-ed / corp L&D). Includes the multi-thread coverage gap visualization, the "ghost sponsor" detection pattern, sponsor-change protocols, and integration with the durable partner profile. Reach for this skill on a new-partner kick-off, before a renewal, when a critical contact leaves, or when QBRs are well-attended but decisions aren't happening. Used by `partner-profile-curator` (primary) + `edtech-partner-success-manager`.

Design expansion motions that fire only when the partner has earned value — 3-gate eligibility (top-quartile health + demonstrable adoption + organizational readiness), value-trigger taxonomy, seat / module / department land-and-expand patterns, internal-champion-armament, ROI-storytelling format, and the "don't sell to bottom-quartile" discipline. Segment overlays for K-12 / higher-ed / corp L&D. Reach for this skill when designing the firm's expansion playbook or when the partner-success leader is being pushed to monetize too hard. Used by `success-playbook-designer` (primary).

Reshape a partner communication into a FERPA-safe, audience-appropriate message — classify the data bucket, screen the small-cohort residual, reshape per audience, treat each language as a redesign. Used by ferpa-comms-translator and by any PSM drafting parent/admin/leadership copy. NOT advocacy quotes (that's advocacy-program-design) and NOT a legal opinion.

Build a self-contained, Power-BI/Tableau-style HTML portfolio report from partner-health data — KPI cards (NRR/GRR/avg-health/red-count/renewal-risk), a health-band donut, a 12-week trend line, a peer-cohort range chart, score-component drill-downs, red-flag surfacing, and a sortable/filterable per-partner table. Used by `learning-analytics-analyst` (primary) + `edtech-partner-success-manager`. Ships with a ready-to-open demo (sample data) AND regenerates from real data — replace `bi-report/data.json` (same shape) and re-run the generator. Invoke when someone asks for a partner-health dashboard, a "report I can show leadership", a QBR data view, or "how's my whole book doing in one picture".

Run the 90-day technical-onboarding arc for a newly-contracted EdTech partner — discovery (weeks 1-2) → integration setup (3-4) → train-the-trainer (5-6) → go-live + Day-30 measurement (7-8) → stabilization + PSM handoff (9-12). Calendar-dead-zone go-live check is the highest-leverage pre-flight. Used by `edtech-partner-success-manager` + `learning-analytics-analyst`.

Design and maintain a partner health score that actually predicts renewal / churn for EdTech partners. Signal selection, weighting, half-life / decay, red-flag triggers, and threshold-to-play mapping. Reach for this skill when designing a new score, refreshing one that's stopped predicting outcomes, or interpreting a score move.

Design partner-facing training programs for EdTech — train-the-trainer is the only model that scales in K-12. K-12 PD modality decision rule (live-in-person / live-virtual / hybrid / async-with-followup), PD-credit alignment with state frameworks, teacher-union overlay in unionized states. Used by `ravenclaude-core/documentarian` + `edtech-partner-success-manager` + `success-playbook-designer`.

Codex's master roadmap for executing the Partner Success Command Center build. Invoke FIRST when asked to build any tier of the PSM dashboard. Identifies which tier to execute, names the read-list, codifies the anti-pattern catalog from /tmp/research-codex-failure-modes.md, and provides the wall-handling + verification rituals.

Compose a Quarterly Business Review end-to-end — data pull plan, narrative arc, deck outline, talk track, post-QBR commitment tracker. Reach for this skill 1–2 weeks before a QBR is scheduled, OR after a QBR to convert in-meeting promises into a tracked plan.

Design red-flag intervention sequences — root-cause diagnostic before remedy (4 parallel hypotheses), time-bound recovery plan with measurable 30/60/90-day signal targets, escalation criteria (PSM → success leadership → exec sponsor → counsel → churn-prep), the "is this recoverable?" rule, churn-prep workflow when not, and the post-recovery learning capture. Reach for this skill when a partner trips red on the health score, when a renewal is at clear risk, or when a partner has signaled dissatisfaction. Used by `success-playbook-designer` (primary) + `edtech-partner-success-manager`.

Design renewal motions that earn the renewal instead of negotiating it — T-180/T-120/T-90/T-60/T-30/T-0 sequence, sponsor-confirmation arc, value-evidence pack, multi-thread the buying committee, decision-memo support, expand/maintain/contract decision rule, and segment-specific overlays (K-12 budget cycle, higher-ed academic calendar, corp L&D fiscal year). Reach for this skill 120-90 days before a renewal date, when a renewal "should be safe" but no movement has happened, or when designing the firm's renewal playbook. Used by `success-playbook-designer` (primary) + `edtech-partner-success-manager`.

Diagnose rostering / SIS / LMS data-sync issues in EdTech contexts — K-12 (Clever, ClassLink, OneRoster), higher-ed (SIS/LMS), corporate L&D (HRIS/LMS). When to escalate to product vs coach the partner's admin. Reach for this skill when a partner says "the data isn't right" or when partner-engagement metrics drop without an obvious user-side cause.

Author a 30/60/90 day or quarterly success plan for an EdTech partner that has measurable success criteria, named owners, and a defensible cadence. Reach for this skill when onboarding a new partner OR when refreshing a quarterly plan after a renewal / midyear review.