Operating Standard and foundation
Everything we build reads from your Operating Standard, so we set it up first. It’s a written, current record of how your organization does its work, kept as plain files that your people and your AI tools both read before they act. In a shop, it’s standard work for your knowledge work. It lives in your company’s own accounts, in private files that keep a history of every change, next to the passwords your company controls.
What it includes
- Your Operating Standard, with every line naming its source and the date someone last checked it
- Updates made as part of the work, so when the record and reality disagree, the record is fixed the same day
- Accounts in your company’s name, with at least two of your own people as owners and our access limited to what the work needs
- Passwords and keys kept in your password manager, never in documents or AI chats
- A setup done alongside each employee: their own login, the Standard on their own computer, and a check that it answers from the source and says “not found” instead of guessing
- Sensitive material kept separate by who is allowed to see it
- For a process that runs on a schedule, a company-owned machine or cloud account set up with your IT provider, with its own login and only the access it needs
How it usually starts
With the first scoped project. We write down the process we’re about to work on, who owns it, and which systems it touches, and the Standard grows one process at a time from there.
What you keep
- The Standard, in your company’s accounts
- Your accounts, owners, and recovery path, written down
- A second person at your company who can find all of it without us