02 Phase B
Phase B – Orientation & Mind-sets (≈ 45 – 60 min real time)§
Goal → arrive at a rock-solid mental model of the Solo-Team OS before you dive into the eight subsystems.
| New # | Action (+ owner) | Clockify Tag | Evidence that must exist | Primary SOP / Resource |
|---|---|---|---|---|
| B-1 | Skim Operator Orientation PDF (Operator) Drive ▸ 04-OPERATORS-INDEX ▸ Orientation v1.2 |
Orient:PDF |
✓ mark on PDF checklist inside card LL-03 | Orientation PDF |
| B-2 | “120-word overview” prompt (Coach)👉 Give me a 120-word overview of the entire Solo-Team OS |
Orient:120w |
Paragraph pasted under ORIENT tab in Learning-Log – Work-Intake file | KQ-SOP-1 (Coach) |
| B-3 | ASCII system map prompt (Coach)👉 ASCII diagram of the Solo-Team OS |
Orient:ASCII |
ASCII block pasted in same tab | KQ-SOP-1 |
| B-4 | Mind-set Snapshot skim (Operator) (Appendix of Orientation PDF) |
Orient:Mindset |
List the three mind-sets that resonated most in Learning-Log | Mind-set Snapshot |
| B-5 | Quick self-quiz (Coach)/quiz orientation until ≥ 80 % |
Orient:Quiz |
Quiz % + attempt # recorded in Quiz tab | KQ-SOP-1 |
| B-6 | Mini-reflection (W↑ C↓ T→ M) (Operator) | Orient:Reflect |
4-bullet reflection in Reflection tab; mark Done? ☑ | LS-SOP-0 |
Pass gate: card LL-03 SYSTEM ORIENTATION – Big Picture shows every checklist item ticked and all five Clockify entries are linked & overlap-free.
1 · Cards you add / verify on the personal board for Phase B§
| # | Card title (copy verbatim) | Put it in list … | Label(s) | Why it must be there / how it’s used |
|---|---|---|---|---|
| 1 | LL-03 SYSTEM ORIENTATION — Big Picture | 🚀 Learning Loop | 🟣 Learning | Holds the Phase B checklist above. Timer links go in comments; Learning-Log links in description. |
| 2 | TEMPLATE – Subsystem Study Cycle | Templates (far right) | 🟣 Learning | Source card operators duplicate 8× during Phase C. Stores the 9-phase checklist and Coach prompt snippets. |
| 3 | Mind-set Snapshot Cheat-Card | 🟣 Learning / Kaizen (pin near top) | 🟣 Learning | Card description embeds the Mind-set table (copy from PDF). Quick reference during daily work & retros. |
(Cards from Phase A stay put: BOARD GUIDE, Clockify links, etc.)
2 · Butler / Automation tweaks for Phase B§
| Trigger | Butler rule | Result |
|---|---|---|
| When card LL-03 is moved to Done | Create checklist “Phase C ready?” on TEMPLATE – Subsystem Study Cycle and highlight it | Nudges the operator to start duplicating for the 8 subsystems. |
(No repeaters needed; Phase B is a one-shot learning burst.)
3 · SOP & quick-start artefacts referenced§
- SEC-SOP-1 (for Gmail — already completed in Phase A)
- Operator Orientation v1.2 PDF
- Mind-set Snapshot (appendix of the PDF)
- KQ-SOP-1 (Solo-Team Coach command set)
- LS-SOP-0 (Boot-camp master procedure, Phase B section)
Everything above is finished once LL-03 is green-ticked and the manager sees:
- Learning-Log ORIENT, Quiz & Reflection tabs populated
- Sheet Ledger shows 5 linked
Orient:*rows totalling ≈ 45–60 min - No unlinked timers in Clockify
✅ Phase B now fully specced.§
Tell me what you’d like to adjust (timings, card names, Butler logic, etc.) and we’ll iterate!