# Operations and Project Management Intake Template

## Overview

This template guides the collection of operational procedures and project management approaches.

## Interview Structure

### 1. Operational Procedures
- Daily/weekly/monthly routines and rituals
- System administration and maintenance tasks
- Monitoring and alerting procedures
- Backup and recovery processes
- Security and compliance practices
- Documentation and knowledge management

### 2. Project Management Approaches
- Project initiation and planning methods
- Task tracking and progress monitoring
- Resource allocation and scheduling
- Risk management and contingency planning
- Communication and stakeholder management
- Quality assurance and delivery processes

### 3. Infrastructure and Tools
- Hosting platforms and deployment targets
- Development and testing environments
- Monitoring and observability tools
- Security and compliance tooling
- Collaboration and communication platforms
- Automation and orchestration systems

### 4. Knowledge Management
- Information organization and categorization
- Documentation standards and practices
- Knowledge sharing and dissemination
- Learning and improvement processes
- Archive and retention policies
- Search and discovery optimization

### 5. Continuous Improvement
- Retrospective and review processes
- Metric tracking and analysis
- Process refinement and optimization
- Technology evaluation and adoption
- Skill development and training
- Innovation and experimentation approaches

## Response Format

Please provide responses in the following structured format:

```yaml
operational_procedures:
  routines:
    daily: []
    weekly: []
    monthly: []
  system_administration: []
  monitoring_procedures: []
  backup_recovery: []
  security_practices: []
  documentation_management: []

project_management:
  initiation_planning: []
  task_tracking: []
  resource_allocation: []
  risk_management: []
  stakeholder_communication: []
  quality_assurance: []

infrastructure_tools:
  hosting_platforms: []
  development_environments: []
  monitoring_tools: []
  security_tooling: []
  collaboration_platforms: []
  automation_systems: []

knowledge_management:
  information_organization: []
  documentation_practices: []
  knowledge_sharing: []
  learning_processes: []
  archive_policies: []
  search_optimization: []

continuous_improvement:
  retrospective_processes: []
  metric_tracking: []
  process_refinement: []
  technology_evaluation: []
  skill_development: []
  innovation_approaches: []
```

## Validation Criteria

- Alignment with current operational reality
- Completeness of key operational areas
- Practicality of implementation
- Consistency with documented procedures
- Relevance to current projects and initiatives

## Frequency

This intake should be updated:
- Quarterly for operational reviews
- As-needed for procedure changes
- Semi-annually for infrastructure updates
- Annually for comprehensive process reviews