[WIP] Templates

[!note] Purpose: This directory contains standard templates for creating consistent, high-quality documentation across the repository.

📚 Available Templates

Research & Analysis Templates

[[competitors-template|Competitor Analysis Template]]

Use for: Documenting competitor research and analysis (General)

Includes:

  • Company overview and background

  • Product features and capabilities

  • Technology stack and architecture

  • Business model and pricing

  • Funding and investors

  • Strengths and weaknesses analysis

  • Strategic insights for AarogyaDost

When to use:

  • Adding new competitor to [[../competitors/README|competitor database]]

  • Conducting competitive analysis

  • Evaluating market positioning

[[us-competitor-template|US Competitor Analysis Template]]

Use for: Documenting US-specific competitor research

Includes:

  • All general competitor analysis elements

  • HIPAA and FDA regulatory context

  • Insurance integration and payer models

  • US healthcare market dynamics

  • State-by-state regulatory considerations

  • SEC filing and public company data

When to use:

  • Analyzing US healthcare companies

  • Understanding US market entry strategies

  • Researching regulatory compliance approaches

[[china-competitor-template|China Competitor Analysis Template]]

Use for: Documenting China-specific competitor research

Includes:

  • All general competitor analysis elements

  • Super app ecosystem integration

  • Government partnership requirements

  • Scale and big data capabilities

  • Cross-border expansion strategies

  • Chinese regulatory and policy context

When to use:

  • Analyzing Chinese healthcare platforms

  • Understanding scale-first business models

  • Researching government-industry partnerships

[[grants-template|Grant Research Template]]

Use for: Documenting funding opportunities and grant programs

Includes:

  • Grant overview and eligibility

  • Funding amount and timeline

  • Application process and requirements

  • Success criteria and selection factors

  • Strategic fit assessment

  • Application tracking

When to use:

  • Researching new grant opportunities

  • Documenting funding programs in [[../funding/grants/README|grants database]]

  • Tracking grant applications

Strategic Planning Templates

[[memo-template|Strategy Memo Template]]

Use for: Writing strategic decision memos and proposals

Includes:

  • Executive summary

  • Context and background

  • Analysis and options

  • Recommendation

  • Implementation plan

  • Success metrics

When to use:

  • Proposing strategic decisions

  • Documenting major pivots or changes

  • Writing product vision or strategy docs

📝 How to Use Templates

Step-by-Step Process

  1. Select the appropriate template based on document type

  2. Copy the template to the target directory

  3. Rename the file following naming conventions (lowercase-with-hyphens.md)

  4. Fill in all sections - don't leave placeholders

  5. Update YAML frontmatter with correct metadata

  6. Add internal links to connect to related documents

  7. Add tags for categorization

  8. Review against [[../CLAUDE.md|documentation standards]]

Template Customization

Do:

  • ✅ Adapt sections to fit your specific needs

  • ✅ Add additional relevant sections

  • ✅ Remove sections that don't apply

  • ✅ Maintain consistent formatting and structure

Don't:

  • ❌ Skip YAML frontmatter

  • ❌ Remove critical sections without reason

  • ❌ Use inconsistent heading levels

  • ❌ Forget to add internal links and tags

🎨 Documentation Standards

All templates follow [[../CLAUDE.md|CLAUDE.md documentation standards]]:

Required Elements

  1. YAML Frontmatter:

  2. Internal Links: Use [[page-name|Display Text]] for cross-references

  3. Callouts: Use > [!note], > [!warning], > [!tip] for emphasis

  4. Code Blocks: Use fenced code blocks with language identifiers

  5. Tables: Use Markdown tables for structured data

Naming Conventions

  • Files: lowercase-with-hyphens (e.g., competitor-analysis.md)

  • No spaces: Use hyphens instead of spaces

  • Descriptive names: Clear indication of content

  • Consistent suffixes: -template.md for templates

🔗 Template Usage by Directory

Competitors Directory

  • Use: [[competitors-template|Competitor Template]]

  • Location: [[../competitors/README|/competitors]]

  • Purpose: Document competitive intelligence

Grants Directory

  • Use: [[grants-template|Grant Template]]

  • Location: [[../funding/grants/README|/funding/grants]]

  • Purpose: Track funding opportunities

Strategy Directory

  • Use: [[memo-template|Memo Template]]

  • Location: [[../strategy/README|/strategy]]

  • Purpose: Strategic planning and decisions

Other Directories

  • Adapt existing templates or create new ones following [[../CLAUDE.md|standards]]

  • Submit new templates to this directory for team-wide use

📊 Template Maintenance

Adding New Templates

  1. Create template following documentation standards

  2. Add to this README with description and usage

  3. Test template by creating sample document

  4. Document in YAML frontmatter with tags and metadata

  5. Cross-link from relevant directories

Updating Existing Templates

  1. Review template usage across repository

  2. Gather feedback from team members

  3. Make improvements while maintaining compatibility

  4. Update version in YAML frontmatter

  5. Document changes in template header

  6. Notify team of significant changes

🎯 Quick Reference

I need to...

Document a competitor: → Use [[competitors-template|Competitor Template]] → Save to [[../competitors/README|/competitors]]

Research a grant: → Use [[grants-template|Grant Template]] → Save to [[../funding/grants/README|/funding/grants]]

Write a strategy memo: → Use [[memo-template|Memo Template]] → Save to [[../strategy/README|/strategy]]

Create a new template: → Follow [[../CLAUDE.md|documentation standards]] → Add to this directory

Check formatting: → Review [[../CLAUDE.md|CLAUDE.md]] → Use Obsidian to verify links

📈 Template Usage Statistics

Template
Created
Times Used
Last Updated

Competitor Template

2025-11-13

40+ times

2025-12-21

US Competitor Template

2025-12-30

0 times

2025-12-30

China Competitor Template

2025-12-30

0 times

2025-12-30

Grant Template

2025-11-13

25+ times

2025-12-21

Memo Template

2025-11-13

5+ times

2025-11-13

[!tip] Pro Tips

  • Copy template to new location before editing

  • Use Obsidian template plugin for quick access

  • Create custom templates for frequent document types

  • Share improvements with the team

[!warning] Common Mistakes

  • Forgetting to update YAML frontmatter dates

  • Leaving placeholder text in final documents

  • Not adding internal links to related docs

  • Inconsistent tag usage

🔗 Related Documentation

  • [[../CLAUDE.md|Documentation Standards]] - Markdown and Obsidian guidelines

  • [[../README|Repository Root]] - Main navigation

  • [[../competitors/README|Competitors]] - Competitive intelligence hub

  • [[../funding/grants/README|Grants]] - Funding opportunities database

Created: 2025-12-30 Last Updated: 2025-12-30 Maintained By: Documentation Team

[[../README|← Repository Root]] | [[competitors-template|Competitor Template →]] | [[grants-template|Grant Template →]]

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