diff --git a/AutopilotWorkQueue.md b/AutopilotWorkQueue.md index 92cf05a..f389f35 100644 --- a/AutopilotWorkQueue.md +++ b/AutopilotWorkQueue.md @@ -5,13 +5,6 @@ ## Queue -```yaml -id: AWQ-001 -title: "Generalize audits/OK-Audit-v0-binky.md into a customer-ready audit template v1" -lane: green -pulls_from: [OfferCatalog.md flagship dependencies] -``` - ```yaml id: AWQ-002 title: "Map self-billed Eigenentwicklung invoices to ecosystem capabilities as IP evidence" @@ -70,6 +63,10 @@ with a one-line outcome. ## Completed +- **AWQ-001** (2026-07-16, BINKY-WP-0003-T02): audit template v1 at + `templates/OK-Audit-Template-v1.md` — customer-ready, company-agnostic; + flagship-offer dependency cleared. Note: `audit-core` repo is event + logging, not the right home; template stays here for now. - **AWQ-007** (2026-07-16, BINKY-WP-0003-T01): company-email → OpenBao integration prepared — vault path, secrets-engine catalog draft, and email-connect wiring in `integrations/company-email-openbao.md`. Remaining diff --git a/templates/OK-Audit-Template-v1.md b/templates/OK-Audit-Template-v1.md new file mode 100644 index 0000000..65d0e7c --- /dev/null +++ b/templates/OK-Audit-Template-v1.md @@ -0,0 +1,117 @@ +# Operational Knowledge Audit — Template v1 + +> Status: v1 — 2026-07-16 (BINKY-WP-0003-T02, AWQ-001). Company-agnostic +> template generalized from the Binky dogfood run +> (`audits/OK-Audit-v0-binky.md`). This is the delivery backbone of the +> flagship offer in `OfferCatalog.md`. +> Home note: the `audit-core` repo was assessed as a candidate home but owns +> audit *event logging* (JSONL backend contract), not company audits — the +> template lives here until a dedicated offer-delivery repo exists. + +## What this audit is + +A structured inventory of a company's operational knowledge: what exists, +where the evidence lives, what's missing, and what to do about it — each +action tagged with an owner and an autonomy lane so agents can execute the +safe parts immediately. + +**Deliverables (fixed):** +1. Findings document (this template, filled) — one section per area. +2. Risk register entries (likelihood / impact / mitigation / escalation date). +3. Action queues: decisions the founder must make, batched external-contact + items ("command day" runbook), and agent-executable backlog. +4. Machine-readable summary (YAML, below) for tooling. + +## Method + +- **Evidence-first.** Every finding cites a source (document, account + statement, registry lookup, founder statement). Founder-stated facts are + marked as such until verified against records. +- **Gaps are findings.** "Unknown / to verify" is a first-class result. +- **Every action gets a lane.** Green (agent does it), Blue (agent does it, + founder informed), Yellow (agent prepares, founder approves), Orange + (founder executes with prepared material), Red (founder only). +- **Time-boxed.** v1 targets one working day of agent time plus one founder + interview (~60 min). Depth grows in follow-up audits, not this one. + +## Areas + +### 1. Legal & registry +Registry entry (name, seat, address, officers), articles of association, +shareholder structure, company purpose vs. actual/planned activity, +pending obligations (transparency register, announcements). +*Typical gaps:* stale registered address, purpose incompatible with new +business, missing document archive. + +### 2. Tax & accounting +Accountant mandate status, filing status per year (annual accounts, tax +returns, advance VAT), bookkeeping system and access ownership, receipt +backlog, special patterns needing professional review (self-billing, +intra-owner transactions). +*Typical gaps:* no active mandate, filings behind, bookkeeping access owned +by a third party. + +### 3. Banking & finance +Accounts and access, cost base (recurring subscriptions, fees, rent), +revenue history and paths, payment infrastructure, cash/runway view. +*Typical gaps:* no consolidated cost table, dormant expensive accounts, +no runway visibility. + +### 4. Digital presence & communications +Domains owned, company email (own domain? credential custody? agent +integration?), website, paper-mail handling, where official notices +actually arrive. +*Typical gaps:* correspondence over private addresses, mail with no intake +pipeline, credentials outside any vault. + +### 5. Contracts & IP +Existing contracts and obligations, IP ownership (company vs. founder +privately — especially software/repos), evidence trail for commissioned +work, template availability (NDA, service agreement). +*Typical gaps:* unclarified IP before productizing, verbal agreements. + +### 6. Risks & queues (synthesis) +Consolidate: new/updated risk entries, decision packages, external-contact +batch, agent backlog. Close with a one-paragraph verdict: overall state, +the 3–5 reactivation/operation-critical gaps, and the single best next +action. + +## Per-area record format + +For each area record: **evidence** (with source + confidence), +**gaps** (unknowns count), **actions** (each: description, owner, +lane, queue destination). + +## Machine-readable summary + +```yaml +audit: +version: 1 +date: "" +auditor: "" # agent/person +founder_interview: "" # date or n/a +areas: + legal_registry: {evidence: [], gaps: [], actions: []} + tax_accounting: {evidence: [], gaps: [], actions: []} + banking_finance: {evidence: [], gaps: [], actions: []} + digital_presence: {evidence: [], gaps: [], actions: []} + contracts_ip: {evidence: [], gaps: [], actions: []} +risks: [] # ids of created/updated risk entries +queues: + decisions: [] # decision-package ids + external_batch: [] # command-day items + agent_backlog: [] # autopilot items +verdict: "" +# action item shape: +# {desc: "", owner: founder|accountant|bank|agent, lane: green|blue|yellow|orange|red, queue: ""} +# evidence item shape: +# {fact: "", source: "", confidence: stated|documented|verified} +``` + +## Evidence from the dogfood run + +Binky Hedgehog GmbH ran this audit on itself first +(`audits/OK-Audit-v0-binky.md`): it surfaced a missing accountant mandate, +a bookkeeping-access dependency, and an unclarified IP position — and turned +them into queued, lane-tagged actions within the same day. That run is the +reference example for offer delivery. diff --git a/workplans/BINKY-WP-0003-autopilot-and-rhythm.md b/workplans/BINKY-WP-0003-autopilot-and-rhythm.md index 34cd670..7bc1537 100644 --- a/workplans/BINKY-WP-0003-autopilot-and-rhythm.md +++ b/workplans/BINKY-WP-0003-autopilot-and-rhythm.md @@ -34,7 +34,7 @@ repo). Flagship-offer dependency (OfferCatalog.md). Green lane. ```task id: BINKY-WP-0003-T02 -status: todo +status: done priority: medium ```