FDE
FDE Certification
Foundations & Persona
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Lesson 1.7 · Course 1 · Foundations & Persona

Evidence, Not Claims: Building the FDE Companion OS

Seven artifact slots, organized by lifecycle stage and evidence type — the operating system that turns engagements into compounding personal capital.

⏱ 120 minutes 🛠 Skill lab 🎯 Bloom peak: Apply (Create) 🏷 Verified v1.0 · 15/15 checks
Verified Verification Summary · 15 of 15 checks pass ● V1 5/5 ● V2 4/4 ● V3 3/3 ● V4 3/3

V1 · Pedagogy

✅ PASS (5/5)

Bloom's revised taxonomy, Wiggins & McTighe backward design, Sweller cognitive load, Sweller & Cooper worked examples, authentic-task assessment. Skill-lab format honors I-do/We-do/You-do with a 45-min You-do block.

V2 · Framework lineage

✅ PASS (4/4)

Companion OS distinguished from Tiago Forte's PARA (2017) and Building a Second Brain — both organized by actionability; Companion OS organizes by lifecycle stage AND evidence type. Retro slot anchored to Google SRE's blameless-postmortem template.

V3 · Continuity across Course 1

✅ PASS (3/3)

Worked example reuses the Polaris narrow-path artifact from Lesson 1.6 §7 as Companion slot #3. Adoption-note metrics consistent with Lesson 1.4. Lifecycle anchors carried forward from 1.4.

V4 · Logical consistency

✅ PASS (3/3)

Section times sum to 120 min. Seven slots are exhaustive across the lifecycle (2 Diagnose + 1 Prototype + 1 Evaluate + 2 Adopt + 1 Retro), non-overlapping, each testable by a Yes/No criterion. Bloom progression Remember → Understand → Apply with Create satisfied by the populated repo.

§1
Hook · 6 minutes

The two resumes

Two FDEs apply for the same senior role. Same years of experience; same caliber of customers. The first sends a polished resume and a portfolio site with five case studies — hero images, clean "client" / "challenge" / "approach" / "results" blocks: "Architected a scalable, production-ready AI assistant that transformed customer support operations and unlocked significant ROI."

The second sends a link to a single Git repository called companion-os. One sub-folder per engagement. Inside each, exactly seven files. Brief. Workflow map. Narrow-path diagram (the same one she wrote for Lesson 1.6 §7). Eval — a Markdown file with agreement rate 0.91, p95 latency 180 ms, $0.04/turn, the regression-gate commit hash. Demo — a Loom link plus three Slack screenshots of operators using the path. Adoption note — "Pam Cheng is the Day-2 owner; she runs the eval-update meeting every other Tuesday; deflection moved 0% → 37% in 30 days." Retro — three things that worked, three that didn't, two changes she's made to her own defaults.
The first applicant has a portfolio. The second has an operating system. The hiring panel reads the second for forty minutes and the first for four. Both get a callback. Only one is hired.

The gap is not skill — both can do the work. The gap is in what evidence each has accumulated, in a shape a senior reviewer can interrogate. Marketing is auditable on the surface only; evidence is auditable all the way down. By the end of this lesson you will have set up your own Companion OS, populated all seven slots for one prior engagement, and filed at least one piece of evidence that a skeptical senior FDE would accept.

§2
Learning Objectives · 3 minutes

What you'll be able to do

By the end of this lesson, you will be able to:

Understand
Explain what the FDE Companion OS holds, why it is organized by lifecycle stage and evidence type, and how it differs from a portfolio site and from PARA-style personal knowledge management.
Apply
Instantiate a personal Companion repo using the supplied template, with all seven core artifact slots present and labeled correctly for at least one prior engagement.
Create
Produce one piece of evidence — eval result, adoption metric, or retro finding — for a real prior project, written in evidence language that passes the §6 evidence-vs-marketing check.

The §7 lab produces a populated repo for one of your real prior engagements. The model in §4 is the lens. The §6 evidence-vs-marketing rewriter is the forcing function that prevents portfolio-style filling. Create is the load-bearing outcome — the act of producing real evidence, not describing it.

§3
Activation · 4 minutes · Spaced retrieval

Warm up the prior schema

Today's lesson is the operating-system layer beneath everything in 1.4 through 1.6. The Trinity, the Maturation Loop, the Lifecycle, founder-like ownership, and the Narrow Path are all useless across engagements unless their outputs accumulate somewhere a future you can audit. The Companion OS is that somewhere. The §7 narrow-path diagram you wrote in Lesson 1.6 is slot #3 of your first engagement.

§4
Core Concept · 20 minutes · The seven slots

What lives in the Companion OS

Why "operating system," not portfolio or wiki

The Companion OS is named operating system on purpose. It is not a portfolio site (its audience is your future self before it is any hiring panel). It is not a wiki (its shape is fixed, not free-form). It is not a knowledge base (it stores evidence about your engagements, not facts about the world). The closest popular analog is Tiago Forte's PARA method (Projects, Areas, Resources, Archives), which organizes information by actionability. The Companion OS borrows PARA's discipline of organizing by usage but swaps the dimension: instead of actionability, the organizing dimension is lifecycle stage and evidence type. That swap is the entire point.

The seven slots — click to explore

Each engagement gets a folder. Inside, exactly seven slots, exhaustive across the lifecycle and non-overlapping. Click any slot in the file tree on the left to see its contents and fullness criterion.

What closes the loop between Prototype and Adopt

Of the seven slots, four sit clearly inside a single lifecycle stage and three operate as bridges. The most important bridge — and this lesson's spaced-review answer — is slot 4, the eval. The eval is the artifact that lets a Prototype cross into Adopt without the rung-3 stall Lesson 1.4 named. Without an eval, "shipping" stays "shipping" and the Day-2 owner is never confident enough to take ownership. The eval is the contract under which Adopt happens.

Cross-engagement layer (Patterns)

Below the seven slots in each engagement folder, the Companion OS holds two cross-engagement folders. patterns/ collects observations that hold across multiple engagements — phrasings that worked in a defense, eval techniques that surfaced a class of failures, demo formats that landed with skeptical operators. templates/ holds the blank versions of slots 1–7 so each new engagement starts in 30 seconds, not 30 minutes. Both are PARA-style "Resources" in Forte's vocabulary; they sit above engagements in your repo and are the place reused FDE judgment lives.

Tool agnostic. The same seven slots can live in a private GitHub repo, a Notion workspace, an Obsidian vault, or a folder on your laptop. Tool choice is personal preference; the slot structure is the contract.

§5
Worked Example · 15 minutes · I-do

Polaris, fully filed

The senior FDE's Polaris Companion folder, exactly as it sits in her repo today (twelve weeks after the §1.6 narrow-path conversation with Janet). For each slot: the actual compressed contents, and the one filing decision that distinguishes the entry from a portfolio version of the same thing.

Notice that every slot's filing decision is the same shape: the senior FDE chose the more honest, more specific, less flattering option. The Companion OS is built one such decision at a time.
§6
Guided Practice · 12 minutes · We-do · rewrite drill

Evidence vs marketing

Three sentences from real portfolio sites of working FDEs. Each is marketing language. Rewrite each as evidence — a statement that a skeptical senior FDE could verify or falsify in two minutes. Your rewrite must (a) name a specific number or artifact, (b) be locatable (link, file, or commit), and (c) survive the "so what?" test. Live checks run as you type.

Scaffold drop. Notice that evidence rewrites are typically twice as long as the marketing originals. That is the cost of evidence — and the reason most portfolios stay marketing. The §7 lab will ask for the same discipline on your own slots.

§7
Independent Practice · 45 minutes · You-do · 45-min lab

Set up your Companion repo

Brief

Pick one prior engagement of yours — finished or current. Use the populator below to draft all seven slots. The populator persists locally; you can come back to it. Mark each slot Full or Placeholder honestly. At the end, export as Markdown and drop into your repo of choice (GitHub, Notion, Obsidian, or a plain folder).

0
slots full
0
placeholders
0
passing evidence check
Your draft persists locally — close and reopen this page; your slots will still be here.

Acceptance criteria (peer-checked)

  • All seven slot files exist, named per the §4 convention.
  • At least three slots pass the evidence-vs-marketing standard from §6.
  • The slot 7 retro names you (the FDE) by behavior — not the customer by mistake.
  • The README (auto-generated on export) explicitly labels placeholders as placeholders.
  • A peer reviewer can open any slot and explain back what is in it within 30 seconds.

Honesty clause: On most prior engagements, slots 4, 5, and 6 will be partially or entirely empty. That is expected and is itself useful information — it is the signal that prompts the next engagement to file differently. The lab is not graded on how full your repo is; it is graded on how honestly the slots reflect the engagement's actual evidence.

§8
Formative Check · 5 minutes

Three quick retrievals

1Name the seven Companion OS slots in order and the lifecycle stage each one serves.
(1) Brief — Diagnose; (2) Workflow map — Diagnose; (3) Narrow-path diagram — Prototype; (4) Eval — Evaluate; (5) Demo — Adopt; (6) Adoption note — Adopt; (7) Retro — post-engagement (closes the loop back to Diagnose for the next engagement).
2Which Companion artifact closes the loop between Prototype and Adopt? (Also Lesson 1.7 §11 stem.)
✓ The eval (slot 4). Without an eval, "shipping" stays "shipping" (Lesson 1.4's Adopt-stage failure mode), the Day-2 owner is never confident enough to take ownership, and the customer's security and operations teams will not put the system in front of real users. The eval is the contract under which Adopt happens.
3Prior-lesson transfer: which slots are the post-engagement check on rung-4 (founder-like) behavior, and what specifically do they test for?
✓ Slots 6 (adoption note) and 7 (retro), together. Slot 6 tests whether the FDE drove a Day-2 owner to being named (a rung-4 behavior); slot 7 tests whether the FDE can honestly name a rung-2 slip in her own conduct during the engagement. Together they are the post-engagement check on whether the FDE operated at rung 4 or merely claimed to.
§9
Common Pitfalls · 3 minutes · Click to flip

Three pitfalls — named, demonstrated, corrected

Re-creating a portfolio instead of an operating system

The repo becomes a brand asset for hiring panels — hero images, polished narratives, selective omissions of failures. Useful for a job hunt; useless for the future you who needs to remember what actually happened.

Tap for correction →

Correction

Reverse the audience. The first reader of every entry is your future self trying to do better work on the next engagement. The hiring panel is a fortunate side effect, not the goal. If a slot is written to impress, refile.

← Flip back

Filling slots with marketing language

"Architected a scalable, production-ready AI assistant." "Drove successful adoption." Adjectives in place of artifacts. The repo passes a visual skim and fails the §6 evidence-vs-marketing test.

Tap for correction →

Correction

Every entry must (a) name a specific number or artifact, (b) be locatable, and (c) survive the "so what?" test. If a sentence has more than two unfalsifiable adjectives, rewrite it with the §6 template.

← Flip back

Skipping the retro slot

Slot 7 is the slot most commonly empty in real Companion repos. It's also the slot that compounds — every retro feeds the patterns/ folder, which feeds the next engagement's defaults. Without retros, the Companion OS is a filing cabinet, not an operating system.

Tap for correction →

Correction

Write the retro within two weeks of engagement close — one page max, blameless (Google SRE template). Name yourself by behavior. If you can't name two changes to your own defaults, you haven't finished the retro.

← Flip back
§10
Reflection · 3 minutes · Metacognitive

Honest readout from your repo

Look at the seven-slot Companion you just built. Answer honestly.

The Companion OS is the single Course 1 artifact that compounds across engagements. Trinity, Maturation, Lifecycle, Ownership, Narrow Path — all are taught once. The Companion OS is the substrate in which those frames accumulate evidence and improve over a career. This reflection is your first deposit.

§11
Spaced Review Cue · 2 minutes

Queue this for retrieval

Recall stem · queue for spaced repetition

Which Companion artifact closes the loop between Prototype and Adopt?

📅 Surface at 1 d → 7 d → 28 d 🏷 fde/foundations/companion-os · 1.7

Success criterion: The eval (slot 4). It is the contract under which Adopt happens — the artifact a Day-2 owner needs to take ownership and the document a customer's security and operations teams need to put the system in front of real users.

§12
Connections Forward · 2 minutes

Where this lesson lives

Next lesson

1.8 — Course 1 Mastery: Position Yourself as an FDE

1.8 is the Course 1 mastery gate; it uses your populated Companion OS as one of two evidence inputs to a 30-minute positioning conversation.

Capstone hook

Milestone 6 · Evidence Package

Capstone M6 is graded against a Companion OS folder for the capstone engagement, populated to today's seven-slot standard. Today's repo is the template you instantiate at M1 and populate across M1–M6.

Optional reading

Forte · Building a Second Brain (2022)

The PARA chapter — to understand what the Companion OS borrows and what it deliberately swaps. Pair with Google SRE Book ch. 15 (Postmortem Culture) — the source template for slot 7.

Companion OS

fde / foundations / companion-os

File today's lab output under this tag. Open the repo before every new engagement kickoff and after every engagement close.

Lesson 1.7 complete

You have your first Companion OS repo. Export it, drop it into your tool of choice, and bring it to the Lesson 1.8 mastery gate. From this point in the program forward, every engagement files into a Companion OS folder.