Setup Guides

Build the system with tools your team likely already has.

These guides turn the field tools into working setups for Microsoft 365, Google Workspace, and lightweight manual workflows.

Use Resource Finder Open Field Tools
Abstract learning operations system with connected tools, owners, evidence signals, and workflow checkpoints
Practical setup layer

Use these when the idea needs to become a working system.

Start manual, then build the same pattern in Microsoft 365 or Google Workspace only when the repeated work needs a shared home.

Manager observation setup

Build a Manager Observation Form and Scorecard

Set up a lightweight manager observation capture and scorecard so behavior evidence can be collected without turning managers into researchers.

  • Use whenYou need evidence beyond completion, but a full dashboard is not ready.
  • Leave withA short capture form managers can complete in under five minutes.
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Content quarantine setup

Build a Content Quarantine List

Set up a quarantine list so stale, risky, duplicate, or unowned learning content has a visible status before the team deletes, rewrites, or leaves it live.

  • Use whenNobody can tell which assets are current, duplicated, risky, or still owned.
  • Leave withA visible quarantine status for questionable content.
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Report definition setup

Build an LMS Report Definition Library

Set up a report definition library so LMS reports have visible decisions, metric definitions, source fields, cadence, owners, and caveats.

  • Use whenLeaders ask for reports without naming the decision they support.
  • Leave withA shared library for report names, definitions, source fields, cadence, owners, and caveats.
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Claude Code + Obsidian setup

Give Claude Code a Memory

Set up Obsidian as persistent context and living documentation for Claude Code projects, with Mission Control, a MEMORY index, session handoffs, and reusable L&D project notes.

  • Use whenYou use Claude Code for L&D projects and keep re-explaining the same project context.
  • Leave withA Claude Code + Obsidian operating loop for before, during, and after each session.
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