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Changelog & History

This document tracks the evolution of the TTDTTD The organization managing this documentation. Business Manager systems, major decisions, and completed milestones.

December 17, 2025​

Milestones​

  • Microsoft Stack Alignment: Completed a full audit of the knowledge base to replace legacy "Google" references with Microsoft 365 equivalents (SharePoint, Loop, PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress., Outlook).
  • Operating Rhythm Established: Defined the "Weekly L10L10 A weekly 90-minute leadership meeting with a strict agenda designed to maintain alignment, accountability, and solve issues." meeting structure tailored for Microsoft LoopMicrosoft Loop A collaboration app used as the organization's 'Brain' to store living documents, AKUs, and meeting notes. and PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress..
  • Governance Enforced: Published critical security and automation policies.

Assets Created/Updated​

  • System 01 (Management): Created SOP_Running_Weekly_L10.md.
  • System 02 (Marketing):
    • Created Lead_Magnet_Briefing_Process.md to bridge Marketing strategy with Content production.
    • Created Content_Marketing_Calendar.md to standardize publishing workflows in PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress..
  • System 03 (Sales): Updated Course_Proposal_Template.md to be a functional Statement of Work (SOW).
  • System 04 (Fulfillment): Created SOP_Client_Onboarding_Planner.md.
  • System 06 (Administration):
    • Created IT_Security_Policy.md (2FA, Password Management).
    • Created Zapier_Automation_Overview.md (Naming conventions).
    • Updated Master_Template_Catalog.md to map templates to SharePoint libraries.
    • Updated Tech_Stack_Provisioning_Guide.md for Microsoft 365.
  • System 07 (Accounting): Updated System_07_Accounting.md to finalize QuickBooks Online (QBO) and external bookkeeper (Jen) as the operational standard.
  • System 08 (People): Created Employee_Handbook.md.
  • System 09 (Support): Created Crisis_Communication_Templates.md.

Resolved Issues (from Dec 16 Audit)​

  • ✅ Ghost Policies: The missing IT_Security_Policy.md and Zapier_Automation_Overview.md referenced in other docs have been created.
  • ✅ Crisis Readiness: The missing Crisis_Communication_Templates.md has been created.
  • ✅ Template Usability: The Master_Template_Catalog.md is no longer a "meta-description" but a functional index.

December 16, 2025​

Milestones​

  • Brand Definition: Finalized the "Brand Identity & Voice" to ensure consistent communication.
  • Tech Stack Selection: Formally selected Thinkific (LMS) and Zapier (Automation) as the core infrastructure.
  • Governance Foundation: Established the initial Contractor Management and Provisioning protocols.

Assets Created/Updated​

  • System 02 (Marketing): Created Brand_Identity_and_Voice.md.
  • System 04 (Fulfillment): Created LMS_Infrastructure.md (Thinkific).
  • System 06 (Administration): Created Tech_Stack_Provisioning_Guide.md.
  • System 08 (People): Created Contractor_Management.md.

Resolved Issues (from Initial Audit)​

  • ✅ Brand Identity: Filled the gap in Marketing documentation.
  • ✅ LMS Decision: Replaced placeholders with a concrete decision (Thinkific).
  • ✅ Contractor SOPSOP A documented set of step-by-step instructions compiled by an organization to help workers carry out complex routine operations.: Established a safe hiring process.