Foundation: 3 or 4 days on site, then the follow-up

1. Stage 1

   Me and my data

   • The assistant installed, machine by machine, Windows and Mac.
   • The mirror prompt: the assistant asks its questions and writes the card that says who you are, read again in every thread.
   • The real sources connected one at a time, for reading and drafting.
   • One card per correspondent, read before every draft.
   • Three tasks with figures on real documents, without a wrong number.
   • A personal dashboard, filled in by the assistant every morning.
   • Sorting the mail, then capturing: a thread that worked becomes a replayable method.

2. Stage 2

   My processes

   • Replaying the previous day's methods cold.
   • Processes run end to end, from one case card per real problem.
   • One card per agent that runs: each participant's catalogue of agents.
   • A meeting brief, prepared from the working wiki and the people cards.

3. Stage 3

   The company

   • The shared repository: the group's methods pooled, with the sponsor in the room.
   • The usage charter: version 1 leaves the room the same day and leadership signs it before the first follow-up block.
   • Each person's workspace audited against the state of the art.
   • The roadmap: the assistant proposes, the group cuts, leadership reads the result.
   • The wrap-up, then a report with its action table, sent within five days.

4. After the site

   The follow-up blocks

   • 2 days of remote follow-up, in blocks of 2 hours, within 2 months.
   • The dates are set on the last day on site, before the facilitator leaves the site.
   • Each block picks up the sources, cases, agents and methods where they stand.

What each person takes home

A personal workspace, born on day 1. Each folder has one role.

• MY-SPACE/
• ME.mdwho I am, read in every thread
• RULES.mdmy usage rules
• JOURNAL.mdwhat was done and what is still open
• CASES/one file per real case handled
• METHODS/one replayable method per case that worked
• AGENTS/one card per agent that runs
• PEOPLE/one card per correspondent
• WIKI/the state of each long-running file
• GLOBAL-DASHBOARD/the dashboard that gathers the others

What the company keeps

A shared repository

The group's methods, pooled at the third stage and picked up at every follow-up block.

A signed usage charter

The usage rules leadership signs: which data, which rights, who validates what goes out.

A roadmap

What happens next, and who does it.

A report

The group's wrap-up and its action table, sent within five days.