3.1 KiB
3.1 KiB
Personal Information Intake Template
Overview
This template guides the collection of personal information for databank population.
Interview Structure
1. Basic Identity
- Full legal name
- Preferred name/nickname
- Online handles and professional identities
- Contact preferences and methods
- Geographic location (current and planned moves)
- Age/birth year
2. Professional Background
- Career timeline and key positions
- Core competencies and specializations
- Industry experience and expertise areas
- Professional certifications and qualifications
- Notable achievements and recognitions
- Current professional focus and goals
3. Philosophical Positions
- Core values and beliefs
- Political affiliations and civic positions
- Ethical frameworks and guiding principles
- Approach to work and collaboration
- Views on technology and AI integration
- Stance on data privacy and sovereignty
4. Technical Preferences
- Preferred tools and platforms
- Technology stack and environment
- AI tool usage patterns and preferences
- Development methodologies and practices
- Security and privacy practices
- Automation and efficiency approaches
5. Lifestyle and Context
- Daily schedule and work patterns
- Communication preferences and style
- Collaboration approaches and expectations
- Work-life balance priorities
- Ongoing projects and initiatives
- Future plans and aspirations
6. Relationships and Networks
- Key professional relationships
- Organizational affiliations
- Community involvement
- Mentorship and advisory roles
- Partnership and collaboration patterns
Response Format
Please provide responses in the following structured format:
identity:
legal_name: ""
preferred_name: ""
handles:
- platform: ""
handle: ""
contact_preferences:
- method: ""
preference: "" # high/medium/low
location:
current: ""
planned_moves: []
birth_year: 0
professional_background:
career_timeline: []
core_competencies: []
industry_experience: []
certifications: []
achievements: []
current_focus: ""
philosophical_positions:
core_values: []
political_affiliations: []
ethical_frameworks: []
approach_to_work: ""
ai_integration_views: ""
data_privacy_stances: []
technical_preferences:
preferred_tools: []
technology_stack: []
ai_tool_patterns: []
development_methods: []
security_practices: []
automation_approaches: []
lifestyle_context:
daily_schedule: ""
communication_preferences: ""
collaboration_approach: ""
work_life_balance: ""
ongoing_projects: []
future_plans: []
relationships_networks:
key_relationships: []
organizational_affiliations: []
community_involvement: []
mentorship_roles: []
collaboration_patterns: []
Validation Criteria
- Completeness of all sections
- Consistency with existing databank information
- Plausibility and internal coherence
- Relevance to professional and technical context
- Sufficient detail for AI agent understanding
Frequency
This intake should be updated:
- Annually for major life changes
- Quarterly for ongoing project updates
- As-needed for significant changes in circumstances