Ideation
Below is a copy-paste–ready spec for five Trello board templates—one per Phase of the onboarding boot-camp. You can load each JSON into Trello¹ or just follow the table to create boards manually in the Template Gallery.
Common conventions across all Phase boards§
| Item | Value / Rule |
|---|---|
| Board background | Light-grey (#F4F5F7) – avoids screenshot glare. |
| Core lists on every board | 🚀 To Do · ⚙️ Doing · ⏳ Waiting Approval · 📦 Archive. |
| Default labels | 🔵 Tracked · 🟣 Learning · 🟠 Ops · 🔴 Blocker · 🟢 Kaizen. |
| Butler “Due +24 h” rule | When a card is added to To Do, set due date = now + 24 h and post reminder in 22 h («pre-deadline nudge»). |
| Butler phase-gate rule | When all cards with label Phase-X are in Archive, post comment to /manager: “Phase X ✅—Phase Y unblocked.” |
| Power-Ups | Calendar (free) for due management · Custom Fields (Checklist %, URL) · Card Repeater for weekly / daily spawns where noted. |
Phase A — Setup & Security (≈3–4 h)§
| List | Card ID | Card title (copy verbatim) | Labels | Pre-loaded checklist² |
|---|---|---|---|---|
| 🚀 To Do | A-01 | Device & OS Hardening (SEC-SOP-1) | 🔵 🟣 | • Work profile non-admin • Encryption ON • Firewall / AV green • Bitwarden installed |
| ″ | A-02 | Focus Workspace & DND (SEC-SOP-5) | 🔵 🟣 | • Dedicated desk photo • OS Focus / DND schedule • 15-min proof timer run |
| ″ | A-03 | Mobile Work Profile (SEC-SOP-3) | 🔵 🟣 | • Telegram, Gmail, Drive installed • Focus/Priority mode rule • Ping-test screenshot |
| ″ | A-04 | Clockify + Insightful Quick-Start | 🔵 🟣 | • Join workspace • Desktop tracker installed • Insightful agent green • 2-min “TEST – Device Ready” timer |
| ″ | A-05 | Submit Device card ➜ Manager | 🟠 | (Empty checklist – simply move to Waiting Approval when others are done) |
Butler extras
when checklist "SEC-SOP-1" is complete on card
move the card to list "⏳ Waiting Approval"
when card added to list "⚙️ Doing"
start timer "Setup:{{cardname}}"
when card moved to "⏳ Waiting Approval"
stop timer on card
Phase B — Orientation & Mind-Sets (≈45 min)§
| List | Card ID | Title | Labels | Checklist |
|---|---|---|---|---|
| 🚀 To Do | B-01 | Read Orientation PDF (v 1.2) | 🟣 | • Open PDF • Scan Sections 1-7 • Tick “Read done” |
| ″ | B-02 | Big-Picture / System Map Q\&A | 🟣 | • /explain Solo-Team OS 120 words • /map ASCII dumped into Learning Log • Paste TL;DR line |
| ″ | B-03 | Mind-Set Snapshot skim | 🟣 | • Skim table • Choose one mantra to test tomorrow • Note choice in Learning Log |
Gate: all three cards archived → Phase C board unlocked.
Phase C — Subsystem Mastery Loop (≈6–8 h)§
One duplicated board per subsystem or one board with eight lists—choose what feels lighter. Spec below assumes one board named
Phase C – Subsystem Mastery.
Board lists§
📚 Work-Intake | ⏱ Time-Tracking | 🧹 Daily Close | 📆 Rituals & Invoice
🎤 Meeting Sync | 🧠 Knowledge Query | 🛠 Gap-Fix | 🔐 IT-Security
Each list starts with one “Study-Card” template (the 9-step loop we defined).
Card title pattern: Learn: <Subsystem> – Template (duplicate me).
The template already contains:
- Nine check-items (P1A…P9) , each with a tiny “ℹ︎ guide” comment.
- A Custom-Field “Score %” (number) – filled after
/quiz. - Blue cover colour + Label 🟣.
Operators duplicate the card once, rename it, then work through the nine steps. When checklist is 100 % and Score ≥ 80, Butler auto-moves card to Archive.
Phase D — Sim-Day Sandbox (≈3 h compressed)§
Lists, cards & labels were already drafted earlier; here’s the board skeleton:
| List | Cards present on template | Butler extras |
|---|---|---|
| Ready ⏳ | SIM-001, SIM-002, SIM-003, SIM-BLK-01 (auto-spawns via Card Repeater at 09:40), Meeting Outline PDF | When card moved to “Doing”, set due now+40 m |
| Q1 Doing | (empty) | WIP cap rule: if list has >3 cards, post warning to card mover + move latest card back to Ready |
| Blocked | (starts empty) | When label 🔴 added, ping /alert channel |
| Hygiene | Evidence Export card template | — |
| Waiting Approval | will hold Hygiene, Invoice | — |
| Archive | — | — |
A separate Sim-Day Ledger Sheet template is linked in board description.
Phase E — Boot-Retro & Handoff (< 1 h)§
| List | Card ID | Card title | Labels | Checklist |
|---|---|---|---|---|
| 🚀 To Do | E-01 | Boot-Camp Mini-Retro (K/S/S + PERMA) | 🟢 | Keep · Stop · Start bullet each |
| ″ | E-02 | Promote one Kaizen card → Q2 | 🟢 | • Duplicate best EBI insight • Label 🔵·Tracked • Link back to Retro card |
| ″ | E-03 | Graduate hand-off package | 🟠 | • Learning Log folder link • Sim-Day board link • Sheet Ledger link • Manager email sent |
When E-03 card hits Waiting Approval and receives ✅, Butler archives the Start-Here board and posts: “🎓 \
How to publish these templates quickly§
- Create the five boards in a “Templates – Onboarding” workspace.
- Copy-paste each table above (Trello accepts Markdown inside card description).
- Add Butler rules from the snippets (Butler » Rules » “Copy” + paste YAML).
- In the Template Gallery mark each board “Template”, give it the matching Phase icon (🔒 Phase A, 🌐 Phase B… 🏁 Phase E).
Lifecycle on Day-0: Operator clones Phase A template → completes → Butler posts unblock link to Phase B template, and so on.
That’s it. Spin up the Template workspace, paste these manifests, and onboarding is now a one-click, five-board conveyor belt. If you need JSON exports or further Butler automations, just say the word.
¹ JSON export/import: Board » Menu » More » Print and Export » Export JSON – paste into api.trello.com/1/boards/?token… to create programmatically.
² Quick way to build checklists: copy the checklist column verbatim, Trello recognises • item bullets on paste.