Onboarding manual: Layer 1a/1b, ledger, Now vs Later, competitor risk note
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# Employee Onboarding Manual — Digital Operations Partner (v1)
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# Employee Onboarding Manual — Digital Operations Partner (v1.1)
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**Audience:** Any employee, contractor, or operator joining the company
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**Purpose:** Give you everything you need to work inside DOP without guessing
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**Source of truth:** The Gitea repository `Tony_tech/digital-operations-partner`
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**Status:** Active operating guide (reflects system as of 2026-08-02)
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**Read README “Now vs Later” first.** Strategy docs (`strategic-frame.md`, `whitepaper.md`) are horizon, not day-to-day SOP.
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---
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## 1. What this company does
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@@ -64,6 +66,8 @@ Memorize these. They govern every task.
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7. **Gitea is the system of record.**
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Client work, templates, playbooks, and decisions live in the repo under the documented paths. Do not keep the “real” version only in chat or email.
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8. **Competitor claims about other businesses** are Tier 2 by default, never the primary threat claim, and require snapshot date + source. Wrong third-party claims are a higher risk class — prefer omit.
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---
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## 3. Where everything lives
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| Templates | `docs/templates/` |
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| Client instances | `docs/clients/<client-name>/` |
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| GBP Snapshot HTML form | `tools/gbp-snapshot-form.html` |
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| Task reliability ledger | `docs/operations/task-reliability-ledger.md` |
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| This manual | `docs/operations/employee-onboarding-manual-v1.md` |
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| Strategy (LATER, not SOP) | `docs/strategic-frame.md`, `docs/whitepaper.md` |
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**Client artifact naming (standard):**
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- `data-inventory-v1.md`
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@@ -99,7 +105,8 @@ Every real client engagement follows these layers **in order**. Do not skip.
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| Layer | Name | What you produce | Human gate |
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|-------|------|------------------|------------|
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| 1 | Account Intelligence | Data Inventory | Inventory accurate before Layer 2 |
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| **1a** | Public Account Intelligence | Data Inventory (public / Tier 2 ceiling) | Inventory matches what was publicly observable |
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| **1b** | Owner-access Intelligence | Upgraded inventory (Tier 1 eligible) | Owner-gated fields confirmed |
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| 2 | Threat Diagnosis | Threat Register | Each threat verified/downgraded/rejected |
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| 3 | Economics & Pricing | Economics doc + pricing bands | Owner conversation required |
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| 4 | Requirements | Outcome-based requirements | Scoped to pricing band |
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@@ -107,7 +114,9 @@ Every real client engagement follows these layers **in order**. Do not skip.
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| 6 | Agent Build & Test | Working agents on real data | Human reviews full run |
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| 7 | POC Delivery | Demo + gap doc + retainer framing | Owner has seen live draft alert |
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**Layer 3 cannot be skipped.** Without owner economics, downstream pricing and scope are speculative and must be labeled as such.
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**Cold audits complete at Layer 1a** (or Draft Benchmark). Do not claim full Layer 1 engagement-ready without 1b or explicit Tier 2 ceiling acceptance.
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**Layer 3 cannot be skipped** for paid path. Without owner economics, downstream pricing and scope are speculative and must be labeled as such.
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Full detail: `docs/architecture/path-to-poc-sequencing.md`
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## 5. Day-one cold audit workflow (what you actually do)
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This is the current production procedure for a **new prospect / first assessment**.
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This is the current production procedure for a **new prospect / first assessment** — **Layer 1a path**.
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### Step A — Open a client folder
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1. Create `docs/clients/<client-slug>/` if it does not exist.
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- Fire **only** threat rules R1–R3 if conditions match
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- Not invent fields or write solutions
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You (human) then review and approve or correct.
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You (human) then review and approve or correct. Record scored runs in `docs/operations/task-reliability-ledger.md`.
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### Step D — Data Inventory (Layer 1)
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### Step D — Data Inventory (Layer 1a)
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Use `docs/templates/data-inventory-template.md` and the Audit Playbook.
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Required minimum sources:
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- Booking/scheduling (or “not visible”)
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- Review surfaces if observable
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Exit only when a human has signed the review gate.
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Exit only when a human has signed the review gate → **Locked (1a)** or **Draft Benchmark** with blockers.
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### Step E — Threat Register (Layer 2)
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Only after Layer 1 is human-confirmed (or explicitly accepted as Draft Benchmark with documented blockers).
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Only after Layer 1a is human-confirmed (or explicitly accepted as Draft Benchmark with documented blockers).
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Rules from the Audit Playbook:
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- One primary fact per threat
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- Data Recency must reference inventory snapshot dates
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- No solution language (“fix the 404s” is forbidden here)
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- Severity: Critical / Major / Minor — when unsure, choose lower
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- Competitor facts: secondary only, Tier 2, snapshot + source
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### Step F — Stop at the gate
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Do **not** invent economics. Do **not** write requirements or workflows until Layers 2 and 3 allow it.
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- GBP ingest without the execution card is out of process.
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### Scoring Leonard (training)
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Use the rubric in `docs/agents/audit-playbook-v1.md` (0–2 on evidence, tier discipline, scope, recency, template fidelity). Pass ≥ 7/10 with no zeros.
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Use the rubric in `docs/agents/audit-playbook-v1.md` (0–2 on evidence, tier discipline, scope, recency, template fidelity). Pass ≥ 7/10 with no zeros. **Log every scored run in the task reliability ledger.**
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---
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@@ -206,7 +216,7 @@ High-level path (see full doc for detail):
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1. Prospect
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2. Qualification
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3. Initial Assessment (Layers 1–2 style work)
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3. Initial Assessment (Layers 1a–2 style work)
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4. Evidence classification
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5. Proof-of-Concept fix (low-risk, scoped, human-approved before publish)
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6. Before/After report
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@@ -250,14 +260,14 @@ Anything that changes a **client-facing surface** requires human approval first,
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- Website or directory updates
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- Business/service descriptions
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Until a specific task type has a documented reliability run of **≥ 100 error-free executions**, the human gate stays on for that task type.
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Until a specific task type has a documented reliability run of **≥ 100 error-free executions** in `docs/operations/task-reliability-ledger.md`, the human gate stays on for that task type. Empty ledger = never auto-publish.
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---
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## 10. Communication standards
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### Internal docs
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- Status header: Draft / Human Review / Locked
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- Status header: Draft / Human Review / Locked (and 1a vs 1b where relevant)
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- Last Updated date
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- Evidence tier on factual claims
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- Blockers listed explicitly
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@@ -267,6 +277,7 @@ Until a specific task type has a documented reliability run of **≥ 100 error-f
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- No scare tactics from Tier 2 alone
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- No guaranteed rankings, AI citations, or “we’ll get you #1”
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- Reports answer: what we watched, what changed, what we found, what we fixed/recommended, what remains at risk, what happens next
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- Competitor comparisons: provisional, relative, never prosecution from thin Tier 2 alone
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---
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@@ -274,13 +285,13 @@ Until a specific task type has a documented reliability run of **≥ 100 error-f
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**Day 1 — Orientation**
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- [ ] Read this manual end to end
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- [ ] Read `README.md`, Agent Charter, Audit Playbook
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- [ ] Read `README.md` (including Now vs Later), Agent Charter, Audit Playbook
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- [ ] Skim Path to PoC sequencing and Client Lifecycle
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- [ ] Open `tools/gbp-snapshot-form.html` and click through once (empty is fine)
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**Day 2 — Shadow the system**
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- [ ] Read Overcome Fitness client folder end to end (`docs/clients/overcome-fitness/`)
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- [ ] Note what is Draft vs what is still blocked
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- [ ] Note what is Draft vs what is still blocked; identify 1a vs full Layer 1
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- [ ] Identify the open GBP gate and why Layer 3 is blocked
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**Day 3 — Practice cold audit mechanics**
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**Day 4 — Threat discipline**
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- [ ] Write 2–3 practice threats that each contain exactly one primary fact + evidence snippet + recency + tier
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- [ ] Have a lead score them against the playbook rubric
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- [ ] Have a lead score them against the playbook rubric and log the score in the ledger
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**Day 5 — Gate fluency**
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- [ ] Explain aloud when Layer 1 can lock, when Layer 2 can lock, and why Layer 3 needs an owner
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- [ ] Explain aloud when Layer **1a** can lock, when **1b** is needed, when Layer 2 can lock, and why Layer 3 needs an owner
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- [ ] List V1 exclusions from memory
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---
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@@ -302,11 +313,12 @@ Until a specific task type has a documented reliability run of **≥ 100 error-f
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**Real and usable now**
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- Mission, evidence model, operating rule
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- Full Path to PoC sequence
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- Full Path to PoC sequence with Layer **1a / 1b**
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- Templates for Layers 1–2–4–5
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- Audit Playbook + Leonard GBP execution card
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- Audit Playbook + Leonard GBP execution card + competitor evidence rules
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- GBP HTML form
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- First benchmark client instance (Overcome Fitness) in Draft
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- Task reliability ledger (counters start at zero)
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- First benchmark client instance (Overcome Fitness) in Draft on **1a path**
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**Not built yet / do not pretend exists**
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- Locked production client package with full economics
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- Fully automated Leonard → Gitea commit loop without human facilitation
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- Standard client-facing report template (still to productize)
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- Implementation code under `implementation/` (scaffold only)
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- Public Assessment AI / fixed-fee product stack (strategy horizon only)
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When in doubt: if it is not in the repo as a Locked or Active doc, it is not process.
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When in doubt: if it is not in the repo as a Locked or Active **operating** doc, it is not process.
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---
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@@ -339,6 +352,8 @@ Default action when stuck: **document the blocker, do not invent past it.**
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| **GBP** | Google Business Profile (Maps / local panel listing) |
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| **DOP** | Digital Operations Partner |
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| **Tier 1 / Tier 2** | Verified vs Indicative evidence |
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| **Layer 1a** | Public baseline inventory (cold audit) |
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| **Layer 1b** | Owner-access inventory (engagement) |
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| **Locked** | Human-approved; safe to build the next layer on |
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| **Draft Benchmark** | Training/reference package; not client-locked |
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| **WTP** | Willingness to pay |
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@@ -347,6 +362,6 @@ Default action when stuck: **document the blocker, do not invent past it.**
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---
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**Version:** v1
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**Version:** v1.1
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**Maintainer:** Lead / Director
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**Update rule:** When Path to PoC, Playbook, or cold-audit tooling changes, this manual must be updated in the same change set or immediately after.
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