Workflow

    Portfolio — give each study an owner and a next decision

    I preserve exploratory work while making its relationship to the real portfolio explicit. The initial migration is verified; future reduction in rework remains to be observed.

    ai opsMaggie Lerman Portfolio

    Workflow steps

    1. 1

      Identify the canonical portfolio and inventory existing studies, documentation and evidence

      Action

    2. 2

      Maggie decides whether each study is current work, a historical alternative, or a completed handoff

      Decision

    3. 3

      Assign an owning project and link source, evidence, status and next checkpoint without duplicating the product

      Process

    4. 4

      Verify preservation hashes and inspect the generated project dashboard as proof

      Action

    5. 5

      Maggie reviews the real portfolio before accepting a study into the implementation

      Decision

    6. 6

      Resume from project records and source references; record whether old decisions or work had to be repeated

      Action

    Workflow diagram

    Part of project

    Maggie Lerman PortfolioParent project
    Portfolio — give each study an owner and a next decisionThis workflow

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    The small portfolio that needed Context Layer

    I questioned the portfolio’s accumulating studies and handoff ZIPs, discovered that I had kept it outside Context Layer, and asked to organize the existing work without losing it.