The Human Index · Confidential

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Spinoza × Together With
The Human Index · PlaybookSpinoza × Together With · Confidential
Spinoza × Together With · Deliverable 2 of 3

Report #1 — The 2026 Human Index™

The build spec and AI kit for the flagship study: what goes in it, how the story drips, and how Together With's design team produces and customizes it fast with Claude.
Format: gated PDF + web excerptRole: the credibility engine & lead magnetStatus: directional spec — built to react to
01

What Report #1 has to be

The public teaser earns the click; the report earns the belief. It is the artifact that makes The Human Index feel like a category-defining study — the shelf presence of a BrandZ or an Edelman Trust Barometer — and the thing a CMO forwards to a CFO. Three jobs: prove the method is rigorous, make humanity feel commercially serious, and leave one clear next step (score my brand / talk to Together With).

Primary reader

Chief Customer / Marketing Officer and their exec peers. Skimmable in 5 minutes, defensible in 50.

The reveal principle

Show the shape of the truth; gate the depth. The public sees enough to trust and be intrigued; the math and the full 204 live inside, with the heavy method in the appendix.

02

The reveal sequence

The report is a story, not a data dump. It opens on the cultural shift, resolves into a number, proves the number with exemplars, and only then shows its work. Drip, don't dump.

SectionJobRevealsSpreads
1 · Brand 4.0
the provocation
Name the shift: AI made capability free; humanity is the scarce edge.Public2–3
2 · The one KPIIntroduce the Human Index & Brand HQ — capability → humanity → value.Public2
3 · What we measureThe four capabilities (Useful/Trusted/Connected/Lived); eight dimensions named.Public2
4 · The 2026 rankingThe headline league table + category leaders. The moment people share.Gated3–4
5 · ExemplarsHow humanity creates value — Patagonia, LEGO, Edward Jones, Delta…Gated6–8
6 · The strategic realityThe AI × customer-value quadrant; automate / augment / protect / rebuild.Gated2
7 · What to do MondayFrom KPI to action; the Human Advantage Snapshot™ offer.Gated2
8 · Method & governance
appendix
The 1/3/5 rubric, weights, formula, evidence ledger, honest limits.Appendix4–6

The full math (the HI = 20 × (…) formula, weights and 1/3/5 anchors) lives in §8 — present, traceable, but never the opening act. Correlation-not-causation stated plainly; independent CSAT validation framed as the next chapter, not a gap.

03

The design system

One system across the teaser, the report and every promo asset — Together With's brand, tuned for institutional depth. Poppy where it invites; restrained where it must be believed.

Palette · capability = entity, always labeled
Useful
#00b1dc
Trusted
#ff0015
Connected
#E0559B
Lived
#F5811E
Ink
#141414
Type
Display / H1Neue Haas Grotesk
BodyNeue Haas Grotesk 55 Roman
CalloutLibre Baskerville italic
Data / monoJetBrains / tabular figures
Component specimen · the brand scorecard (repeats per company & in the paid Snapshot)
Edward Jones
Wealth management · North America
Strong human advantage
93/100 · Human Index™
Trusted · relationships lower riskDistinctive
Connected · confidence in high stakesDistinctive
Lived · advisor continuityEstablished

Chart rules: capability color follows the entity and is always paired with a label; one axis per chart; thin marks, recessive gridlines; a dark-mode variant stepped from the same ramps. (Validated colorblind-safe.)

04

The AI build kit — for Together With's design team

The team already builds with Claude and AI tools. So the deliverable isn't just the report — it's the kit that lets them produce and re-skin it themselves: the inputs to feed, the prompts to run, the components to assemble, and the rails to stay inside.

Feed it (inputs)

  • The canonical study data (the 1/3/5 universe + scores)
  • The Together With brand guide (fonts, palette, voice)
  • This spec + the teaser/compendium as design references
  • The reveal sequence table as the section skeleton

Assemble it (component library)

  • Cover · section divider · pull-quote (Baskerville)
  • Stat tile · league-table row · category filter
  • Brand scorecard · exemplar spread · quadrant
  • Methodology block · evidence-ledger note
Prompt · house voice (system)
You are writing The 2026 Human Index™ for Together With.
Voice: confident, humane, plainspoken; sentence-case headlines; no hype, no jargon.
Rules: humanity → customer value is the through-line. Never claim causation to
revenue — advocacy/CSAT is the proven signal; CSAT validation is "the next chapter."
Every score traces to evidence. Keep the four capabilities memorable; keep the math
in the appendix. One idea per spread.
Prompt · generate an exemplar spread
Using the scorecard component and this company's record
{name, category, score, dimension 1/3/5 ratings, "how humanity creates value",
AI principle}, draft a one-spread exemplar: a 12-word thesis line, 3 value
mechanisms, and the "what AI should / shouldn't touch" note. Match the design
system. Flag any claim not supported by the evidence field.
Customization levers

Per category

Swap the peer set and category leader; the system, type and components stay fixed.

Per client (paid Snapshot)

Same shell, add the internal diagnostic view (CSAT/NPS, journey data) that never touches the public score.

05

Guardrails

The kit moves fast, so the rails matter. These keep the report credible and the IP protected.

  • Protect the IP. The public and the report tease scores and broad method; the exact weighting logic and scoring interface stay proprietary.
  • Never overclaim. Correlation, not causation. No revenue promises. Advocacy/CSAT is the honest headline.
  • Freeze the method per cycle. Weights, rubric and cohort locked before scoring; changes are versioned, not silent.
  • Every score traces to evidence. No number ships without a source in the ledger.
  • Accessibility is non-negotiable. Color always carries a label; validated colorblind-safe; a table view exists.
  • One system. The report, teaser and promo assets never drift from the same tokens.
06

Production plan

01

Lock story

Approve the reveal sequence & gate line.

02

Build kit

Components + prompts + references handed to design.

03

Draft

Design team generates spreads with Claude; Spinoza edits for voice.

04

Review

Evidence & guardrail check; exec read.

05

Ship

Gated PDF + web excerpt wired to the teaser.

MVP scope for launch: the public sections + the ranking + 6–8 exemplars + a tight method appendix. Full 204 scorecards and the per-client Snapshot come as the study matures.

07

Decisions for Thursday

The gate line

Confirm exactly what's free (capabilities + teased ranking) vs. paid (full 204, scorecards, method). My default is drawn above.

Report format

Gated PDF is the MVP. Do we also want an interactive web report (same system) as a fast-follow?

Who builds it

Design lead on Together With's side + the kit, with Spinoza owning voice and the evidence check. Confirm the split.

Spinoza Strategies × Together With · Report #1 build spec & AI kit · directional working document