One concept, one visual, per session. Whole-team concept sessions in the Hamilton office, hands-on split by role straight after, each person on their own real work. Built on Codex, with the brain on SharePoint.
The vocabulary arc, the Three Hats, Levels 1 to 4, and the install checklist: Codex signed in, SharePoint confirmed, connectors per role.
Week 1Identity, not tool features. Gather, read, interview, synthesise, each person on their own role and real material.
Week 2Brownfield migration, the instructions file, six guardrails one slide each, and the checklist estate as the real ingestion target.
Week 3Specificity beats completeness, taught on their own documents: Lachlan's proposal drafts and Susan's reverse brief.
Week 4The five layers and the recording habit: Kat's weekly minutes, site walkthrough voice capture, Rob's Weekly Ops Brief.
Week 5Kat finishes her own cost-code tool as a skill, live. Then every member picks their named build as a guided project.
Week 6One workflow per job type, handed to its named owner, with the registry, the credential ceiling, and day 30/60/90 milestones.
| Core cohort | Owns |
|---|---|
| Lachlan Grant CEO | Sponsor and participant. Proposal Engine. |
| Rob Barron CFO/COO | Governance voice. Weekly Ops Brief. |
| Susan Driver Design Lead | The reverse brief. |
| Mollie O'Brien & Grace Greenacre Project Leads | Project Lead Command Centre. |
| Kathryn "Kat" Pietrowiec Construction Manager | Her own cost-code tool, this course's flagship worked example. |
| Melony McGregor Contracts Administrator | Pack Generator. Adjusted track: drafts landed in her hands first, one team win before her own build opens. |
| Michael Custance BIM & Design Manager | QA Console, scoped around the review he keeps. |
| James McGregor Estimating | Quote Control, takeoff explicitly scope-only. |
| Trent Marketing | Image library and render compliance, sized honestly as small. |
| Steve Bookkeeper/AP | Reduced intensity. The 10-invoice intake test is the only live experiment in his lane. |