Guided workflow for creating 7-section context blocks and three inseparable skills for each team member. CTO-managed, phased rollout.
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Team Members
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AI Enabled
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In Progress
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Not Started
Phase 1
Rollout Phase
Person
Title
Dept
Pillar
Tier
Status
Progress
Actions
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Verified Org Chart
Live data from Google Workspace Directory. This is the source of truth for titles, departments, and reporting structure.
⚠ Tier 1 VERIFIED data — pulled directly from Google Admin Directory API
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1Identity
2Pillar
3Governance
4Comms Style
5Tool Access
6Calendar
7Principles
1. Identity
Core identity data pulled from Google Directory and HR records. Verify and fill any gaps.
2. Pillar Alignment
Map this person to their strategic pillar and define objectives that ladder up to pillar and company goals.
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My Objective
Pillar Goal
Key Results
Target
1
2
3
Metric
Target
Frequency
3. AI Governance Acknowledgment
This section is NON-NEGOTIABLE. Every user gets the exact same governance rules verbatim. Review and confirm inclusion.
Three-Tier Data Classification:
• Tier 1 VERIFIED: Data from a connected system with a matching record. Use silently.
• Tier 2 INFERRED: AI pattern-based guess. FLAG to user. Never use in drafts without human confirmation.
• Tier 3 UNVERIFIED: No data found. STOP. Present the gap to the human. Never fabricate.
Cardinal Rules:
• If the AI cannot verify it, it does not use it. It presents the gap instead.
• Never assume financial relationships exist. Mercury data ONLY for signed vendors with transaction records.
• Full audit trail: every AI action logged with timestamp, sources, confidence tier, human decision.
• AI drafts, humans approve. AI NEVER takes irreversible actions autonomously.
• Each person triages their OWN data with their own role context.
• Dynamic re-scoring: scores update as context changes.
4. Communication Style
Built during the 30-minute voice capture session. Analyze 20+ sent emails, walk through audience scenarios, identify natural phrases and pet peeves.
5. Tool Access
Audit which connected systems this person uses and their access level.
Tool
Access
Primary Use
Gmail
Google Calendar
Google Drive
HubSpot CRM
Mercury Banking
Canva
Vercel
6. Calendar Rules
Capture this person's availability patterns, color codes, and sacred blocks. Best gathered directly from the person.
7. Working Principles
How this person prefers to work with AI — their decision style, delegation preferences, and focus patterns.
Generated Context Block
Copy this into Claude Settings → Memory for the team member. Also save as a Cowork skill.
Select a person to view and manage their quality gates.
