Module 1 — Finalization Audit

Prepared by: Will Frank Date: 2026-05-19 Purpose: Determine what M01 still needs to be cohort-1-deliverable. Result is also the template audit for the other 14 modules.

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Section-by-section audit

Section	Status	Notes
1 · Pre-work (reading + 5-question pre-session check + bring list)	✅ Complete	Ready for Partner Portal hosting
2 · Learning objectives	✅ Complete	6 objectives, each mapped to a Section 7 item
3 · Why this matters	✅ Complete
4 · Core content (4.1 – 4.7)	✅ Complete	All Manual citations verified against v1.0 Working Draft
5 · Decision drills (5.1 – 5.6)	✅ Complete	6 drills with model answers in Section 9
6 · Common operator errors (6.1 – 6.6)	✅ Complete	6 errors with consequence + discipline framing
7 · Competency assessment	✅ Complete	10-question knowledge check (with answers marked) + scored 3-question role-play application demonstration
8 · Job aids	⚠️ Referenced, files missing	4 job aids described with file paths (modules/M01-jobaids/...); the subdirectory and files do not yet exist
9 · Facilitator notes (pacing, SME handoffs, model answers, visual aids)	✅ Complete	Includes named SMEs for each section, 90-minute pacing schedule, decision-drill model answers
10 · Cross-references	✅ Complete	Modules + external documents both mapped
11 · Source verification log	⚠️ 4 outstanding	All Manual claims verified; 4 [CONFIRM] items in Source-Gaps-Log Clusters A (settlement cadence, FA Attachment letter, FA §5 fee structure) and C (MSA articles for equipment/maintenance/uptime)
12 · Change log	✅ Complete	At v0.2; v0.2 reflects Manual v1.0 verification pass

What’s actually blocking cohort 1 delivery for M01

Hard blockers (cannot deliver without these):

• None. M01 is structurally deliverable today.

Soft blockers (delivery happens but rough edges visible to trainee):

1. Job aid files do not exist. Section 8 describes the four job aids — role-split one-pager, channel reference card, counterparty correction templates, 24/7/365 lease-clause checklist. Without the files, the trainee leaves the session with descriptions only. The facilitator can verbalize the artifacts from the descriptions, but the trainee does not walk away with a physical or downloadable artifact.
2. Source verification CONFIRM items embedded in the module text. Trainees will see CONFIRM tags on settlement cadence, FA Attachment letter, MSA mechanics. This is a credibility hit. Mitigation: a facilitator-side script — “this specific detail is being finalized; HiON will publish it on the Partner Portal before opening” — turns the tag into a confidence signal rather than a credibility issue.

Operational blockers (independent of the module content): 3. Partner Portal pre-work check delivery. The 5-question pre-session check needs to be hostable on the Partner Portal. Depends on the web-app v1 build (Pre-Work-Platform-Recommendation.md). 4. Instructor identity and qualifications. Section 9 names Jim Frank for §4.3, Joe Frank or Tony Cuomo for §4.6, Joe Frank for §4.7, Jim or Joe Lewis for the application demonstration. Cohort 1 needs schedule commitment from each named person. Depends on Training-Staff-Disclosure-Template.md completion.

What the audit found across the other 14 modules

I checked Section 7 (assessments) across all modules — every module has a complete knowledge check (8–12 questions with answers marked) and a complete application demonstration with pass criteria. Earlier framing that “per-module assessment item banks need 1–2 days each to draft” was wrong; they are done.

What is uniformly outstanding across all 15 modules:

• Job aid files. Estimated 60–90 files referenced across the 15 modules (typically 4–6 per module). None of the subdirectories or files exist.
• CONFIRM items. Resolved through the 8 cluster sessions in reference/Source-Gaps-Log.md §“Resolution clusters.”
• Partner Portal hosting of pre-work, knowledge checks, application-demonstration scoring forms, training log.

Recommended path to deliverable cohort 1

In order of leverage:

1. Complete the 8 cluster sessions (Source-Gaps-Log §“Resolution clusters”). 5–6 hours of work distributed across decision-makers, mostly Jim + counsel + Joe Frank. Resolves the embedded CONFIRM tags across all modules.
2. Build the Partner Portal v1 training surface per Pre-Work-Platform-Recommendation.md §3. This is the web-app the team wants for today’s deliverable.
3. Get Training Staff disclosure fields back from each named individual. One-week ask. Unlocks Item 11 finalization with counsel.
4. Confirm Joe Frank as v1 OJT supervisor per OJT-Supervisor-Framework.md. Operational confirmation, not a heavy task.
5. Build the 60–90 job aid files. This is the largest remaining content-production task. Estimated ~30–60 min per job aid for someone who has read the parent module (most job aids are derived directly from module content into a 1–2 page artifact). Total ~30–80 hours of focused work; can be parallelized across cohort prep weeks. Not blocking cohort 1; can ship cohort 1 with facilitator-delivered descriptions and the job aid files shipped to trainees via Partner Portal within 30 days of cohort completion.

Reconciliation point that emerged during audit

The Section 7 application-demonstration rubrics in each module were drafted module-by-module. They each have 3–5 module-specific criteria (e.g., M01’s rubric: “correctly identifies each question, escalates to correct HiON role, maintains role split, cites Manual section”). The universal four-criterion rubric in Assessment-Format.md §3 (Action / Responsible role / Cited basis / Communication) is a higher-level scoring frame that the module-specific rubrics map onto.

Recommended: Add a one-line note to each module’s Section 7 explicitly mapping its module-specific criteria to the universal rubric, so facilitators score consistently across modules. Estimated ~10 min per module; can be done by Will in a 2-hour sweep after Assessment Format sign-off.

This is not a blocker, but doing it before cohort 1 prevents inter-facilitator scoring drift.