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aurelion-advisor-lite

Strategic Planning & Personal Knowledge Management Engine

Tier: Personal (Free, Open Source)
License: MIT
Status: βœ… Beta (Released: February 17, 2026)
Version: 0.2.0-beta


🎯 What Is ADVISOR?

Your Strategic Direction Guide and Career GPS

ADVISOR is a personal knowledge management and strategic planning system built on the AAI 5-floor library architecture (inspired by Rell's Darklight Chambers from Stonecrest).

Think of it as your personal methodology library that helps you:

  • πŸ“Š Track career advancement and skills development
  • πŸ“ Document investigation methodologies and workflows
  • πŸ—ΊοΈ Map stakeholder relationships and organizational dynamics
  • 🎯 Set and track long-term strategic goals
  • πŸ“š Organize professional knowledge using a 5-floor framework

πŸ›οΈ The 5-Floor Architecture

ADVISOR organizes your knowledge like a circular library with 5 floors:

Floor 1: Foundation & Navigation (Lore & History)

Your operational foundation

What lives here:

  • Career planning & advancement roadmap
  • Skills inventory & competencies
  • Daily operations & responsibilities
  • Past project case studies

Example files:

  • career-master.md - Track goals, promotion criteria, evidence
  • skills-inventory.md - Technical skills, certifications, proficiency levels
  • daily-operations.md - Recurring tasks, monitoring routines
  • project-archive/ - Past investigations and learnings

Floor 2: Systems & Understanding (Magic & Aetherstone)

Your frameworks and mental models

What lives here:

  • Investigation methodologies
  • Communication templates & standards
  • Quality criteria & checklists
  • Learning frameworks

Example files:

  • investigation-template.md - Reusable problem-solving framework
  • communication-standards.md - Email templates, documentation formats
  • qa-standards.md - Your criteria for "done right"
  • glossary.md - Domain terminology

Floor 3: Networks & Relationships (People & Politics)

Your stakeholder map and strategic positioning

What lives here:

  • Organizational network maps
  • Stakeholder relationship tracking
  • Personal vision & positioning
  • Professional narrative

Example files:

  • stakeholder-map.md - Who matters, communication strategies
  • personal-vision.md - 12-month roadmap, career trajectory
  • professional-background.md - Your story, how past informs present

Floor 4: Action & Implementation (War & Strategy)

Your tactical playbooks and execution guides

What lives here:

  • Domain-specific workflows (state research, data investigation, etc.)
  • Decision trees for complex problems
  • Training curricula & knowledge transfer guides
  • Workload analysis frameworks

Example files:

  • investigation-decision-tree.md - When to escalate, what to investigate
  • training-curriculum.md - How to onboard others
  • workload-analysis.md - Capacity planning, time allocation

Floor 5: Vision & Meaning (Prophecy & Philosophy)

Your long-term thinking and strategic direction

What lives here:

  • Personal philosophy & thinking patterns
  • Strategic response plans & scenarios
  • Enterprise scaling strategies
  • Personality frameworks (how you think, decide, communicate)

Example files:

  • personal-philosophy.md - Your thinking patterns, blind spots
  • scaling-strategy.md - Path to organizational impact
  • strategic-scenarios.md - Response plans for key situations

✨ Features (Lite Tier)

What You Get (Free Forever)

πŸ“ Complete Template System:

  • βœ… 10 core document templates (ready to fill)
  • βœ… 5-floor structural organization
  • βœ… Hub Index for navigation
  • βœ… Markdown-based (no dependencies, works anywhere)
  • βœ… Version control friendly (Git-ready)

πŸ“š Documentation & Guides:

  • βœ… Setup guide (get started in 30 minutes)
  • βœ… Example hub (anonymized, shows what's possible)
  • βœ… Video walkthrough (15-20 minutes)
  • βœ… Best practices guide

πŸ”§ Templates Included:

  1. Hub Index - Central navigation dashboard
  2. Career Master - Goal tracking, promotion readiness
  3. Skills Inventory - Competencies, certifications, evidence
  4. Daily Operations - Recurring responsibilities
  5. Project Investigation Template - Reusable methodology
  6. QA Standards - Quality criteria & checklists
  7. Stakeholder Map - Relationship tracking
  8. Personal Vision - 12-month roadmap
  9. Session Notes - Daily/weekly documentation
  10. Methodology Library - Frameworks & approaches

πŸ’Ύ Storage:

  • Local markdown files (no cloud required)
  • Works with any text editor (VS Code, Obsidian, Typora, Notepad++)
  • Sync via Git, Dropbox, OneDrive, or any file sync tool

πŸš€ Quick Start

Option 1: View the Example First

Start here if you're unsure how templates work together.

# Navigate to examples directory
cd examples/alex_thompson_data_analyst/

# Read these files in order:
1. README.md - Understand the case study
2. 00_Hub_Index_Simplified.md - See navigation structure
3. 01_Career_Master_Alex_Thompson.md - Career planning example
4. 02_Skills_Inventory_Alex_Thompson.md - Skills tracking example
5. 03_Daily_Operations_Snippet.md - Daily workflow example
6. 06_Project_Investigation_Example.md - Complete project example

What you'll learn: How templates are filled out realistically, how they link together, what level of detail to include.


Option 2: Start Your Own Library

Use this once you understand the structure from examples.

# Create your personal ADVISOR directory
mkdir ~/my-advisor
cd ~/my-advisor

# Copy the 10 templates
cp templates/Hub_Index_Template.md ./00_Hub_Index.md
cp templates/Career_Master_Template.md ./01_Career_Master.md
cp templates/Skills_Inventory_Template.md ./02_Skills_Inventory.md
cp templates/Daily_Operations_Template.md ./03_Daily_Operations.md
cp templates/Project_Investigation_Template.md ./06_Project_Investigation_Template.md
cp templates/Network_Map_Template.md ./07_Network_Map.md
cp templates/Decision_Tree_Template.md ./08_Decision_Tree.md
cp templates/Communication_Standards_Template.md ./11_Communication_Standards.md
cp templates/Research_Subject_Template.md ./12_Research_Subject_Template.md
cp templates/Reference_Library_Template.md ./14_Reference_Library.md

# Optional: Add SOP Library and Glossary
cp templates/SOP_Library_Template.md ./13_SOP_Library.md
cp templates/Glossary_Template.md ./10_Glossary.md

# Open Hub Index to start
code 00_Hub_Index.md

First 30 Minutes: Quick Setup

Step 1: Hub Index (5 minutes)

  • Open 00_Hub_Index.md
  • Fill in "Most Used" section with links to your top 3 templates
  • You can refine this later - start simple

Step 2: Career Master (10 minutes)

  • Open 01_Career_Master.md
  • Answer these minimum questions:
    • What role do I have now?
    • What role do I want in 1 year?
    • What's my biggest career goal for this quarter?
  • Leave the rest blank for now

Step 3: Skills Inventory (10 minutes)

  • Open 02_Skills_Inventory.md
  • List your top 5 technical skills
  • Rate each: Developing / Proficient / Advanced / Expert
  • Note 1 skill you want to improve this quarter

Step 4: Daily Operations (5 minutes)

  • Open 03_Daily_Operations.md
  • List 3 recurring tasks you do weekly/monthly
  • Note today's top 3 priorities
  • This becomes your daily touchpoint

βœ… Done! You now have a functional foundation. Everything else can be added as needed.


Building Your Library (First Week)

Day 1-2: Foundation (Hub, Career, Skills, Operations) - START HERE
Day 3-4: Add one project using Project Investigation Template
Day 5-6: Add Network Map if you're working on visibility/promotion
Day 7: Weekly review - what worked? What do you actually need?

Pro Tip: Don't try to fill out all templates at once. Add templates when you have a real need, not "just in case."


πŸ“Š Who Is This For?

Perfect For:

βœ… Knowledge Workers seeking structured career development
βœ… Analysts & Researchers needing methodology documentation
βœ… Consultants tracking projects and frameworks
βœ… Career Advancers building evidence for promotions
βœ… Professionals who want "second brain" organization

Not Ideal For:

❌ People wanting automated note-taking (this requires intentional documentation)
❌ Teams (see Business tier for multi-user features)
❌ Those needing AI-powered search (see Premium tier)


πŸ†™ Upgrade Paths

Want More Features?

ADVISOR-Premium adds:

  • πŸ€– AI-powered knowledge graph generation
  • πŸ” Semantic search across all documents
  • πŸ“Š Progress dashboards & career analytics
  • πŸ”— Automated cross-referencing
  • πŸ’» Python CLI for advanced queries
  • 🎯 Template auto-population (AI fills frameworks)

ADVISOR-Business adds:

  • πŸ‘₯ Team knowledge hubs (shared libraries)
  • πŸ” Role-based access control
  • πŸ“ˆ Team analytics & knowledge health metrics
  • πŸŽ“ Onboarding automation for new hires
  • βœ… Compliance frameworks & audit trails

πŸ”— Integration with Other AURELION Modules

ADVISOR works standalone, but integrates beautifully with:

KERNEL - Use Kernel's 5-floor cognitive structure to inform ADVISOR organization

MEMORY - Store ADVISOR documents in MEMORY for searchability

AGENT - Use AI prompts to populate ADVISOR templates strategically

NEXUS - (Optional) Apply ADVISOR methodology to story world planning


πŸ“š Example Use Cases

Use Case 1: Data Analyst Seeking Promotion

Goal: Document capabilities for T2/senior role

ADVISOR Usage:

  • Floor 1: Track past investigations (proof of capability)
  • Floor 2: Document investigation methodology (transferable framework)
  • Floor 3: Map stakeholders (who influences promotion)
  • Floor 4: Create training curriculum (proof of leadership)
  • Floor 5: Write career vision (demonstrate strategic thinking)

Result: Complete portfolio showing readiness + promotion packet


Use Case 2: Consultant Building Methodology Library

Goal: Reusable frameworks across client engagements

ADVISOR Usage:

  • Floor 1: Track all client projects
  • Floor 2: Extract lessons into methodology templates
  • Floor 3: Document client relationship patterns
  • Floor 4: Create decision trees for common problems
  • Floor 5: Define consulting philosophy & approach

Result: Scalable, repeatable consulting practice


Use Case 3: Software Engineer Documentation

Goal: Organize learnings and technical decisions

ADVISOR Usage:

  • Floor 1: Track career progression (skills, projects)
  • Floor 2: Document architecture patterns & best practices
  • Floor 3: Map team dynamics & collaboration patterns
  • Floor 4: Create runbooks & troubleshooting guides
  • Floor 5: Define technical philosophy & long-term vision

Result: Comprehensive technical knowledge base


πŸŽ“ Learning Resources

Setup Guide: See /docs/advisor-setup-guide.md
Video Walkthrough: Coming Q2 2026
Example Hub: See /examples/anonymized-advisor/
Best Practices: See /docs/advisor-best-practices.md

Community:

  • Discord: https://discord.gg/aurelion (coming soon)
  • Discussions: GitHub Discussions
  • Examples: Share your hub structure (anonymized) for feedback

🀝 Contributing

ADVISOR is open source (MIT)! Contributions welcome:

  • πŸ› Report bugs or suggest features
  • πŸ“ Improve documentation
  • 🎨 Share template improvements
  • πŸ’‘ Submit example use cases

See CONTRIBUTING.md for guidelines.


πŸ“„ License

MIT License - Free forever, use for any purpose.

See ../../shared/licenses/MIT-LICENSE.txt for full text.


πŸ”— Links

AURELION Hub: Documentation & Ecosystem Overview
Other Modules: Kernel | Memory | Agent | Nexus
Upgrade: Premium | Business
Documentation: Setup Guide | Tier Comparison


🏒 About

Contributors:

  • Chase (chase-key) - Creator & Primary Developer
  • z3rosl33p - Documentation & Release Engineering

❓ FAQ

Q: Is this just fancy note-taking?
A: No! ADVISOR is structured methodology documentation. It's the difference between random notes and an organized library with clear architecture.

Q: Do I need all 5 floors?
A: Start with Floor 1-2 (Foundation + Frameworks). Add floors as complexity grows.

Q: Can I customize the structure?
A: Absolutely! Templates are starting points. Adapt to your domain.

Q: How is this different from Obsidian/Notion?
A: ADVISOR provides the structure (5-floor framework). Use it with Obsidian/Notion/VS Code/any tool you want!

Q: I'm not technical - is this for me?
A: Yes! If you can edit Word docs, you can use ADVISOR. It's just markdown files.

Q: How long to set up?
A: 30 minutes for basics, 1-2 hours for comprehensive setup, ongoing 15-30 min/week maintenance.


Roadmap

Community Expansion (Lite Tier):

  • Domain-specific career tracks (academic, creative, technical leadership)
  • Industry-specific methodology templates (SDLC, design thinking, research workflows)
  • Retrospective and post-mortem templates
  • Skills matrix frameworks for different professions

Premium Features (Open Source - Q3 2026):

  • AI-assisted career planning and gap analysis
  • Automated skills tracking and evidence collection
  • Visual roadmap and timeline views

Premium = MIT licensed code requiring paid infrastructure (AI APIs, vector DBs)

Have feedback or template ideas? Open a GitHub Discussion or submit an issue!


Built with 🎯 by the AURELION Project
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