02 Phase E
Phase E – Boot-Retro & Graduation§
(≈ 1–2 h; runs immediately after you finish Phase D’s Sim-Day)
| # | Time-box | Action & Tool | Clockify tag | SOP / Resource | Deliverable & Where it lives |
|---|---|---|---|---|---|
| E-1 | 15 min | Run the Boot-Retro prompt in Coach → /reflect Bootcamp Coach guides the WWW / EBI / PERMA / Mood reflection (+ “One insight · One experiment”). |
BootRetro |
RI-SOP-2 Mini-Retro & Kaizen | • Reflection bullets pasted in Learning-Log – Boot-Retro tab |
| E-2 | 10 min | Promote one Kaizen card that would make future onboarding smoother. Copy card to Q2 🟦 Kaizen list, label 🔵 Tracked, link it back in Boot-Retro card. |
Kaizen |
RI-SOP-2; GF-SOP-2 Weekly Kaizen Review | • New Kaizen card in personal board Q2 list |
| E-3 | 10 min | Graduate Request — create a Trello card in Waiting for Approval titled GRAD-<Name> – Bootcamp Complete. Attach: • Sim-Day board URL • Time-Ledger Sheet • Learning-Log folder link • Daily Digest thread • Invoice PDF • Boot-Retro card link. |
GraduateReq |
Onboarding checklist | • Graduate card with all links |
| E-4 | 5 min | Ping manager in /manager thread: “Graduate package ready – please review ✅❌”. |
— | Manager-Out-of-Loop design | • Telegram message |
| E-5 | Manager SLA 24 h | Manager review (uses Graduate-Checklist one-pager). If ❌ → fixes & resubmits. If ✅ → moves card to Approved, adds comment “Graduate 🎓”. | — | Graduate-Checklist (template) | • ✅ comment on card |
| E-6 | 20 min (manager-triggered) | Provision live access (manager): – Add operator to Client & Ops workspaces – Issue live Gmail/Slack credentials – Share real Ops Sheet & boards – Clone personal board into production workspace |
— | SEC-SOP-7 Off-boarding & Access (for future reference) | • Access log line in 00-ADMIN Sheet |
| E-7 | 10 min | Celebrate & log first real timer Operator starts a Client-Onboarding:Intro Clockify entry and posts a 🎉 GIF in /manager. |
Live:Kickoff |
Culture handbook | • First live Clockify entry (linked to fresh client card) |
✅ Graduation criteria§
| Area | Must be true |
|---|---|
| Boot-Retro & Kaizen | Reflection bullets + ≥ 1 Kaizen card in Q2 list |
| Evidence package | Sim-Day board, Ledger Sheet, Learning-Logs, Digest, Invoice all attached and accessible |
| Manager review | Graduate card moved to Approved within 24 h |
| Live access | Ops & client workspaces + credentials provisioned and acknowledged |
| First live timer | Starts within same day of approval |
📦 Trello template additions for Phase E§
| Card title (copy verbatim) | Put it in list… | Label(s) | Purpose / How it’s used |
|---|---|---|---|
| TEMPLATE – Boot-Retro & Kaizen | Templates | 🟢 Kaizen, 🟠 Ops | Butler drops every Friday (also used here for Boot-Retro). Checklist for WWW / EBI / PERMA / Mood + Kaizen-link field. |
| TEMPLATE – Graduate Request | Templates | 🟠 Ops | Source card for Step E-3; operator copies it, fills in all evidence links, and moves to Waiting for Approval. |
| 🤖 COACH FIRST – your 24 ⁄ 7 unblocker | 📥 Inbox (just under Board Guide) | 🟣 Learning | Already defined earlier – ensures they lean on the bot during Phase E fixes. |
(Templates list sits far right; Inbox & Waiting-for-Approval columns stay left-side for visibility.)
🔑 SOP & resource bundle referenced in Phase E§
| SOP / Resource | Why it’s invoked here |
|---|---|
| RI-SOP-2 Mini-Retro & Kaizen Promotion | Provides structure & tags for the Boot-Retro and Kaizen card. |
| GF-SOP-2 Weekly Kaizen Review | Ensures the promoted Kaizen feeds the continuous-improvement pipe. |
| Graduate-Checklist (one-pager) | Manager’s fast review rubric (mirrors Graduation criteria table). |
| SEC-SOP-7 Off-boarding & Access | Not executed now, but the same doc holds the Access log format the manager fills when provisioning live credentials. |
| Coach cheat-sheet & Self-Help Checklist | Operator uses them if the manager flags any gaps before approving. |
🕛 Outcome of Phase E§
- Operator is officially graduated and visible on live boards.
- All learning evidence is locked & searchable.
- Continuous-improvement loop seeded with at least one Kaizen card.
- Access provisioning is auditable via the 00-ADMIN log.
- Operator starts billing real client time the same day.
Tweak away: Adjust the 24-hour manager SLA or add extra account-creation steps if your stack changes. Everything else already plugs into existing Butler rules, Coach prompts, and evidence flows.