Module 5Audience: all
Role/persona/onboarding context
Turns real roles and workflows into reusable AI context for training, onboarding, prompts, and future assistants.
Outcomes
- Define role responsibilities and recurring workflows.
- Capture tools, data boundaries, outputs, and review rules.
- Create a first-pass role persona card.
Completion check
Build a role persona card for your role or team using the required fields.
Pass criteria
- • Responsibilities present
- • Recurring workflows present
- • Tools/data boundaries present
- • Outputs/review rules present