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02 Phase D

Phase D – “Sim-Day Boot Loop” (Capstone Day)§

v 1.0 · 2025-05-16 – run after Phases A +B +C are 100 % green-ticked

1 Purpose & Success-Criteria (why this phase exists)§

Goal Measurable proof
Operator can execute the entire Solo-Team OS unassisted. Manager receives a full evidence chain (Trello → Clockify → Insightful → Digest → WeekMetrics → Invoice) and needs zero back-channel nudges.
Artefacts match “What Great Looks Like”. All green cells in the grading rubric (section 4).
Cycle time awareness. Operator finishes Sim-Day in ≤ 3 real hours; no running timers afterwards.

2 Prerequisites§

  • Phase A +B +C ✓ (all Learning-Log files green, Oracle bot live).

  • Personal Trello board contains:

  • Sim-Day Sandbox list (copied from template).

  • Templates list (Daily Hygiene, Weekly Metrics, Mini-Retro, Invoice).
  • SIM-DAY project exists in Clockify (billable = ON).
  • Insightful folder OP-<Name>/Insightful/SIM-DAY/ selected.
  • “Boot-Camp Time-Ledger” Sheet has a fresh Sim-Day tab.

3 Step-by-Step Runbook (≈ 3 h real time)§

Clockify rule – every bold time-box below = a separate timer with description SIM:<StepCode>:<Card-ID or Row>. Full tag list is printed on the Sim-Day Sandbox list cover card.

Clock (real) What you simulate StepCode Concrete actions & linked SOPs Output / Evidence
09 : 00 – 09 : 40 Morning Work-Cycle Q1 Daily Work-Cycle SOP
• Copy 3 cards from Ready ⏳ → Q1 Doing (WIP ≤ 3).
• One timer per card.
• Complete & move to Q1 Done.		 3 Done cards + 3 Clockify entries + Insightful shots
09 : 40 – 09 : 50 Blocker escalation drill BLOC Card SIM-BLK-01 spawns automatically.
Label 🔴, run /alert, move to 🔴 Blocked.		 Alert message link + card comment timestamp
09 : 50 – 10 : 20 Ops-Sheet row work OPS Work rows 12-14 in Sim-Sheet.
Timer per row; description contains row link.		 3 Sheet rows updated + 3 timer links
10 : 20 – 10 : 35 Meeting Sync MEET Open Meeting Outline PDF (board).
Write 3 action items → Meeting Actions list.
Stop timer "MEET – Daily Stand-up".		 3 action cards + TL;DR in card comment
10 : 35 – 10 : 45 Knowledge-Gap scenario GAP Ask Coach a genuine question → follow Self-Help Checklist.
If still stuck post 🔴Knowledge-Gap.		 Coach transcript + (maybe) gap post link
10 : 45 – 11 : 05 Inbox-Zero triage TRIAGE Clear Inbox list; set Q1 To-Do ≤ 3 for next day. Empty inbox + screenshot (optional)
11 : 05 – 11 : 25 Daily Hygiene & Digest HYG TT-SOP-2 Evidence Export:
• CSV
• Insightful % PNG
• Eisenhower PNG.
DC-SOP-2 Digest W↑ C↓ T→ M → send & card → Waiting Approval.		 Hygiene card + Digest thread
11 : 25 – 11 : 40 Weekly Metrics + Invoice MET INV RI-SOP-1 generate WeekMetrics.pdf.
RI-SOP-3 draft Invoice.pdf (use today’s totals).
Create Invoice card, attach PDF, ping manager.		 Weekly Packet card + Invoice card
11 : 40 – 11 : 50 Mini-Retro & Kaizen RETRO RI-SOP-2 Mini-Retro:
• Keep/Stop/Start in Miro mock frame.
• Promote 1 Kaizen card to Q2 list.		 Retro Miro link + Kaizen card
11 : 50 – 12 : 00 Wrap & Proof-Check WRAP • Verify no running timers.
• Sheet “Sim-Day Ledger” matches Clockify total (±1 min).
• Paste Digest thread link into Sheet Notes.		 Final Sheet totals + green Insightful status

Real calendar date/time flexible—use local time; keep sequence intact.

4 Manager Grading Rubric§

Area Pass threshold
Work-Cycle 3 cards done, Q1 Doing empty, WIP never > 3
Timer evidence 100 % entries linked; zero overlaps; SIM tag syntax used
Blocker drill 🔴 card + /alert within 15 min (Slack timestamp)
Hygiene artefacts CSV link opens; both PNGs legible; Eisenhower matches board
Daily Digest Readable in ≤ 3 min; W↑ C↓ T→ M present; links valid
Weekly Packet WeekMetrics.pdf + Invoice.pdf on correct cards
Retro + Kaizen Miro link accessible; ≥ 1 blue-label Kaizen in Q2
Ledger vs Clockify Sheet total = Clockify total ± 1 min
Time discipline No running timers after 12 : 00 local

Pass = all green; any red = repeat Sim-Day next day (usually takes one attempt).

5 Clockify tag cheat-sheet§

SIM:Q1:<Card-ID>
SIM:BLOC:SIM-BLK-01
SIM:OPS:Row12
SIM:MEET:Stand-up
SIM:GAP:Coach
SIM:TRIAGE:InboxZero
SIM:HYG:Export
SIM:MET:WeekMetrics
SIM:INV:DraftInvoice
SIM:RETRO:MiniRetro
SIM:WRAP:Proof

(Printed on the Sim-Day list cover card for copy-paste ease.)

6 Hand-off email / Telegram snippet (send when finished)§

Subject: SIM-DAY package ready — <Your Name>

Sim-Day Boot Loop completed ✅

• Board            https://trello.com/b/<id>
• Sheet Ledger     https://docs.google.com/spreadsheets/d/<id> (Summary tab = <xx> min)
• Daily Digest     https://t.me/c/<id>
• Invoice card     https://trello.com/c/<id>

Please review—ready for live work!

7 Templates & Automation bits§

Item Where Notes
Sim-Day Sandbox list Trello template gallery Contains cards SIM-01 … 06; top cover card lists tag syntax + schedule table.
Blocker spawn rule Butler → every Sim-Day board at 09 : 40 Create card "SIM-BLK-01 – simulated blocker" in list "📥 Inbox"
Evidence repeaters Already in personal board Templates list Daily Hygiene, Weekly Packet, Retro & Invoice are reused in live work.
Oracle bot Live; no extra config Operators can still use /find, /deepdive, /tip during Sim-Day, but rubric marks self-help not responsiveness.

8 What to do after passing Sim-Day§

  1. Systems-Ops Lead moves operator’s personal board into the live Operators Hub workspace.
  2. Grant access to production Ops boards & Drive folders.
  3. Add operator to real Clockify Client Work projects.
  4. Archive the Sim-Day board for audit.

Phase D is now fully specified. Let me know if you want extra automation rules or a shorter compressed timetable; otherwise we can lock this in and proceed to Phase E (Boot-Retro + Graduation hand-off).