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feat: add operations knowledge transfer document and update structure docs

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Co-authored-by: Qwen-Coder <qwen-coder@alibabacloud.com>
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Charles N Wyble - admin
2025-10-24 09:23:49 -05:00
parent 4ddb4631a5
commit c66d861224
4 changed files with 298 additions and 5 deletions
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README.md
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@@ -43,6 +43,38 @@ AI-Home-Directory/ # Mount point in containers
│ ├── context/ # General context information │ ├── context/ # General context information
│ │ ├── AUDIT1.md │ │ ├── AUDIT1.md
│ │ └── PROJECT-MGMT-TOOLS.md │ │ └── PROJECT-MGMT-TOOLS.md
│ ├── context/ # General context information
│ │ ├── AUDIT1.md
│ │ └── PROJECT-MGMT-TOOLS.md
│ ├── operations/ # Operational environment information
│ │ └── OPERATIONS-KNOWLEDGE-TRANSFER.md
│ └── templates/ # Template files for projects
│ └── OPS-ENVIRONMENT.md
├── pmo/ # ✏️ Read-write PMO (mounted read-write)
│ ├── dashboard/ # PMO dashboard views
│ ├── projects/ # Project registry and links
│ ├── reports/ # Status reports
│ ├── resources/ # Resource management
│ └── config/ # PMO configuration
├── collab/ # Project-specific collaboration (not mounted)
│ ├── rules/ # Project-specific rules
│ ├── env/ # Project-specific environment configs
│ ├── proposals/ # Project-specific proposals
│ └── temporary/ # Temporary collaboration files
├── databank/ # 🔒 Readonly context (mounted readonly)
│ ├── personal/ # Personal information
│ │ ├── AboutMe.md
│ │ ├── StartHere.md
│ │ └── TSYS.md
│ ├── agents/ # AI agent guidelines
│ │ ├── AgentRules.md
│ │ ├── AGENTS.md
│ │ └── AI-TOOLS.md
│ ├── context/ # General context information
│ │ ├── AUDIT1.md
│ │ └── PROJECT-MGMT-TOOLS.md
│ ├── operations/ # Operational environment information
│ │ └── OPERATIONS-KNOWLEDGE-TRANSFER.md
│ └── templates/ # Template files for projects │ └── templates/ # Template files for projects
│ └── OPS-ENVIRONMENT.md │ └── OPS-ENVIRONMENT.md
├── pmo/ # ✏️ Read-write PMO (mounted read-write) ├── pmo/ # ✏️ Read-write PMO (mounted read-write)
@@ -51,10 +83,6 @@ AI-Home-Directory/ # Mount point in containers
│ ├── reports/ # Status reports │ ├── reports/ # Status reports
│ ├── resources/ # Resource management │ ├── resources/ # Resource management
│ └── config/ # PMO configuration │ └── config/ # PMO configuration
├── collab/ # Collaboration directory (readonly)
│ └── proposals/ # Proposals and planning
│ ├── PMO/
│ └── ...
└── README.md # This file └── README.md # This file
``` ```
@@ -74,7 +102,7 @@ docker run \
### Permission Boundaries ### Permission Boundaries
- **databank/**: 🔒 Read-only access (ro) - Consistent context for all tools - **databank/**: 🔒 Read-only access (ro) - Consistent context for all tools
- **pmo/**: ✏️ Read-write access (rw) - Project management updates - **pmo/**: ✏️ Read-write access (rw) - Project management updates
- **collab/**: 🔒 Read-only access (ro) - Collaboration guidelines - **collab/**: 🚫 Not mounted - Project-specific collaboration
--- ---
@@ -107,6 +135,11 @@ The databank directory contains readonly information that provides consistent co
|------|---------| |------|---------|
| [**OPS-ENVIRONMENT.md**](./databank/templates/OPS-ENVIRONMENT.md) | Operational environment template | | [**OPS-ENVIRONMENT.md**](./databank/templates/OPS-ENVIRONMENT.md) | Operational environment template |
### Operations (`databank/operations/`)
| File | Purpose |
|------|---------|
| [**OPERATIONS-KNOWLEDGE-TRANSFER.md**](./databank/operations/OPERATIONS-KNOWLEDGE-TRANSFER.md) | Knowledge transfer interview for operational roles |
*Note: All databank files are readonly for AI agents* *Note: All databank files are readonly for AI agents*
--- ---

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# Collaboration Directory
This directory is reserved for project-specific collaboration and should remain at the top level of the repository. It will not be mounted into AI home directory containers as it's intended to be project-specific.
## Purpose
- Project-specific collaboration files
- Project-specific rules and guidelines
- Temporary collaboration artifacts
- Project-specific environment configurations
## Structure
```
collab/
├── rules/ # Project-specific rules (SECURITY.md, RELEASE.md, etc.)
├── env/ # Project-specific environment configurations
├── proposals/ # Project-specific proposals and planning
└── temporary/ # Temporary collaboration files
```
This directory serves as a bridge between the universal AI home directory (databank) and project-specific needs. Each project using this AI home directory will have its own collab directory.

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# Date/Time
Friday, October 24, 2025 (Timezone: UTC+00:00 - Please adjust to local system time)
# Change Tracking/Revision Table
| Date | Version | Description | Author |
|------------|---------|--------------------------------------------------|---------------------|
| 2025-10-24 | 1.0.0 | Initial knowledge transfer interview template | AIOS-Public System |
# Changelog
| Date | Version | Description |
|------------|---------|--------------------------------------------------|
| 2025-10-24 | 1.0.0 | Initial creation of operational knowledge transfer interview |
---
# OPERATIONS-KNOWLEDGE-TRANSFER.md
## Knowledge Transfer Interview: Operational Environment Information
This document serves as a structured interview guide to capture your extensive operational knowledge from your tenure as Chief Operating Officer and Vice President Technical Operations, as you transition to Chief Technology and Product Officer.
### Instructions
- Complete this interview periodically to capture evolving operational knowledge
- Use AI assistance to conduct the interview, asking questions one by one
- Fill out as much detail as possible - remember, you've found AI interviewing very effective for knowledge capture
- Update regularly as your role evolves
## Section 1: Role and Responsibilities Overview
### 1.1 Current Role Transition
- What was your primary focus as Chief Operating Officer?
- What were your key responsibilities as Vice President Technical Operations?
- What are your new responsibilities as Chief Technology and Product Officer?
- What operational responsibilities are transitioning with this role change?
- What operational responsibilities are being delegated or transferred?
### 1.2 Organizational Structure
- What was your reporting structure as COO/VP Technical Operations?
- Who reported to you directly?
- Who will report to you in your new CTO/PTO role?
- What operational teams remain under your influence?
- What operational processes cross into your product/technology responsibilities?
## Section 2: Technical Operations Knowledge
### 2.1 Infrastructure and Systems
- What are the core technical systems you managed?
- What monitoring and alerting systems were in place?
- What were the critical operational metrics and KPIs you tracked?
- What were the most common technical issues or bottlenecks?
- What system capacity and scaling processes did you oversee?
### 2.2 Processes and Procedures
- What were the standard operational procedures you established?
- How did you handle incident response and escalation?
- What was your change management process?
- How did you manage vendor relationships and SLAs?
- What operational documentation did you maintain?
### 2.3 Tools and Technologies
- What operational tools did you rely on most heavily?
- What automation systems were in place?
- What security tools and processes did you manage?
- What development and deployment tools did you oversee?
- What analytics and reporting tools did you use?
## Section 3: Operational Procedures and Workflows
### 3.1 Daily Operations
- What were your daily operational routines and checks?
- What were the key operational reports you reviewed?
- How did you prioritize operational tasks?
- What were the critical operational handoffs?
- How did you monitor operational health?
### 3.2 Weekly and Monthly Operations
- What weekly operational reviews did you conduct?
- What monthly operational reports did you prepare?
- What operational planning cycles did you follow?
- What operational reviews and retrospectives did you lead?
- What operational budget and resource planning did you manage?
### 3.3 Crisis and Emergency Operations
- What operational crisis scenarios did you plan for?
- What was your disaster recovery process?
- How did you manage operational emergencies?
- What escalation procedures were in place?
- What were the recovery time objectives for different systems?
## Section 4: Vendor and Partner Management
### 4.1 Key Vendors and Partners
- Who were your most critical operational vendors?
- What service level agreements (SLAs) did you manage?
- What was your vendor evaluation process?
- What vendor relationships are critical to maintain?
- How did you handle vendor performance issues?
### 4.2 Contract and Financial Management
- What operational budgets did you manage?
- How did you track operational costs and ROI?
- What were the most significant operational expenses?
- What operational contracts required ongoing management?
- How did you negotiate operational service agreements?
## Section 5: Team Management and Leadership
### 5.1 Team Structure and Management
- What operational teams did you build and lead?
- What were the key roles and responsibilities in your operational teams?
- How did you handle team performance management?
- What training and development did you provide to operational staff?
- What was your approach to operational team communication?
### 5.2 People Processes
- How did you conduct operational team meetings and reviews?
- What operational hiring processes did you follow?
- How did you manage operational team transitions and onboarding?
- What operational team recognition and motivation approaches did you use?
- How did you handle operational team conflicts or challenges?
## Section 6: Compliance, Security, and Risk Management
### 6.1 Compliance Requirements
- What compliance frameworks did you operate under?
- What operational compliance processes did you maintain?
- How did you handle compliance audits and reporting?
- What were the critical operational compliance controls?
- How did you stay current with compliance changes?
### 6.2 Security Operations
- What security protocols did you implement and maintain?
- How did you monitor operational security posture?
- What security incident response procedures did you follow?
- What operational security training did you provide?
- How did you manage security vulnerabilities and patches?
### 6.3 Risk Management
- What operational risks did you identify and manage?
- How did you assess and prioritize operational risks?
- What operational risk mitigation strategies did you implement?
- How did you report operational risks to stakeholders?
- What operational risk monitoring processes did you maintain?
## Section 7: Performance and Optimization
### 7.1 Operational Metrics and KPIs
- What operational metrics were most important to track?
- How did you measure operational performance?
- What operational dashboards did you maintain?
- How did you report operational performance to stakeholders?
- What operational improvement targets did you set?
### 7.2 Continuous Improvement
- What operational improvement processes did you follow?
- How did you identify operational inefficiencies?
- What operational optimization projects did you lead?
- How did you measure the impact of operational improvements?
- What operational best practices did you establish?
## Section 8: Transition and Knowledge Transfer
### 8.1 Critical Knowledge Areas
- What operational knowledge is most critical to preserve?
- What operational decisions require your specific experience?
- What operational relationships are important to maintain?
- What operational institutional knowledge would be lost if not documented?
- What operational patterns and behaviors have you observed over time?
### 8.2 Succession Planning
- Who will assume these operational responsibilities?
- What training materials do they need?
- What operational processes need to be transferred?
- What operational relationships need to be transitioned?
- What operational authority and decision-making rights are changing?
## Section 9: Integration with Product and Technology
### 9.1 New CTO/PTO Role Integration
- How do operational insights influence product decisions?
- What operational data informs product strategy?
- How do operational requirements impact technology decisions?
- What operational feedback loops exist with product teams?
- How do operational metrics align with product goals?
### 9.2 Cross-functional Coordination
- How do operational teams coordinate with product teams?
- What operational constraints affect product development?
- How do you ensure operational considerations are included in product planning?
- What operational requirements gathering processes exist?
- How do you balance operational stability with product innovation?
## Section 10: Tools, Systems, and Automation
### 10.1 Operational Tooling
- What tools did you use for operational planning?
- What systems did you use for operational monitoring?
- What tools did you use for operational reporting?
- What automation systems did you build or manage?
- What operational dashboards and visualization tools did you use?
### 10.2 Process Automation
- What operational processes were automated?
- What operational tasks remained manual?
- How did you decide what to automate?
- What operational automation maintenance was required?
- What were the benefits and challenges of operational automation?
---
## Instructions for AI-Assisted Completion:
You can use AI to help complete this interview by:
1. **Sequential Questioning**: Ask the AI each question one by one to get detailed responses
2. **Follow-up Probing**: Ask "Can you help me think of more details about..." for each section
3. **Memory Triggers**: Ask the AI to suggest sub-topics you might have forgotten
4. **Pattern Recognition**: Ask the AI to identify important areas that may not be covered
5. **Review and Expansion**: After completing each section, ask for additional considerations
Example interaction pattern:
- "Please ask me: 'What were your daily operational routines and checks?'"
- "What other daily operational routines might I have forgotten to mention?"
- "Based on my role as COO, what routine might I be overlooking?"
This document should be completed periodically as your role evolves and new operational knowledge accumulates.

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# Operations Directory
This directory contains operational environment information and knowledge from my tenure as Chief Operating Officer and Vice President Technical Operations, as I transition to Chief Technology and Product Officer.
## Contents
- **OPERATIONS-KNOWLEDGE-TRANSFER.md**: A structured interview document to capture operational knowledge and experience
- Other operational documentation as needed
For more details about the structure and purpose of this directory, see the main [README](../../README.md).