How the Concierge Instruction Set™ Organizes Work
Concierge Instruction Set™ documents how leadership reviews and approves recurring work before AI-assisted drafting expands.
Below is an example using department onboarding documentation.
Observation → Structure → Instruction
In-person delivery in Northern Virginia.
Engagements accepted nationally.
🟤 Volume I — Observation Pattern & Prep™ Baseline
Leadership documents how onboarding currently works.
Leadership describes:
• who prepares onboarding materials
• who reviews onboarding documentation
• who approves onboarding content
• where questions or exceptions escalate
This step records the current review and approval structure for onboarding.
• 30-minute discussion
• one leadership participant
• coffee or tea meeting (venue options provided)
You leave with the written report in hand.
Preparation window: approximately one week.
Deliverable:
Written department baseline
🟫 Volume II — Structure
Governance Translation
Leadership then writes the review and approval structure governing onboarding work.
This includes:
• who prepares onboarding materials
• who reviews training documentation
• who approves materials before distribution
• what information requires leadership review
• private lunch setting
• up to four invited leaders
• 90-minute reserved table
A short confirmation survey verifies the observations recorded in Volume I.
Preparation window: approximately two weeks
This step creates the written instruction structure governing onboarding work.
Deliverable:
Written governance instruction.
△ Volume III — Instruction
Technology Addendum
Leadership may then define written AI instructions aligned to the review structure.
These instructions document:
• where AI may assist in drafting onboarding materials
• what information AI may review
• what must be reviewed before materials are distributed
• where leadership approval remains required
• 20–30 minute discussion
• leadership confirmation survey completed beforehand
• instruction finalized based on Volume II structure
The instruction set does not:
• access internal systems
• review confidential data
• redesign internal workflows
• replace professional judgment
Deliverable:
Written AI instruction addendum can be used in professional Large Language Model Immediately.
Scheduling & Reservations
Each volume is prepared in advance and reserved for your firm.
Time is protected to ensure preparation depth and decision focus.
Observation → Structure → Instruction
Technology follows written instruction.
How the Concierge Instruction Set™ Organizes the Work
Observation → Structure → Instruction
Scenario Section
Example Task Within the Onboarding Project
A recurring task might include preparing onboarding documentation for new analysts.
AI tools may assist in drafting summaries, training explanations, or documentation outlines.
Before AI drafting expands, leadership determines:
• who reviews onboarding documentation
• who approves materials before distribution
• what language requires leadership review
• where questions escalate
These expectations are written in Volumes I and II.
AI instructions in Volume III follow that structure.
Reasoning Tasks Within Onboarding Documentation
Preparing onboarding materials may involve several reasoning tasks.
AI may assist in preparing draft materials within the governance structure defined in Volumes I and II.
Examples include:
Training Explanation
• summarizing policies or procedures
• translating internal practices into training materials
Documentation Organization
• structuring onboarding guides
• organizing policy references
Internal Communication
• drafting internal onboarding messages
• preparing orientation summaries
Leadership Review
• confirming training accuracy
• reviewing policy language
• approving materials before distribution