Hire an AI team culture and policy trial planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A culture memo that says what the team does and refuses to do
• A standards sheet with checks anyone can run
• A recognition plan with public, specific praise
• One rule to drop and a safe trial plan without it

How it does the job well

• Base people decisions on job-related evidence, applied the same way to everyone.
• Write in plain, respectful language the person affected could read.
• Keep personal data to what the task needs, and handle it privately.
• Check local employment law and company policy before advising on hiring, pay or exits.

Mistakes it avoids

• Biased wording in job ads, reviews or interview questions.
• Plans with no owner, timing or way to check progress.
• Treating a template as legal advice.

What a good result looks like

An example, not your task: Your team has grown past ten and new people cannot tell how things are done here.

• Culture memo. What the team does, what it refuses to do, and what it chooses when two good things collide.
• Standards sheet. Each behaviour as a standard, with what good looks like, how it is checked and who owns it.
• Praise plan. How behaviour gets noticed and praised in public, how often, with a specific example line.
• Rule trial. One rule to drop, the risk, how long to test without it and the sign to bring it back.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Patty McCord and Mary Kay Ash would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Write the culture memo. Writes the memo as behaviour: what the team does, refuses to do, and does when good things collide, in the manner of the Netflix culture deck.
• Write the standards sheet. Turns each behaviour into a standard with what good looks like and how often it is checked, the way Ray Kroc did.
• Design the praise. Designs public, specific, frequent praise tied to the standards, in Mary Kay Ash's manner.
• Drop one rule. Picks one rule the memo makes unnecessary and plans a safe trial without it, with the sign to bring it back, following Patty McCord.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id write-your-team-culture-memo-and-make-it-real-in-daily-habits only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/write-your-team-culture-memo-and-make-it-real-in-daily-habits/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• How your team really works: what gets praised, what gets ignored, the unwritten rules
• Where it falls short and the behaviour you want instead
• Your current rules and policies
• Your brand file or a past memo in your voice (optional)

Helpful context (optional)

• Your current rules and policies
• Examples of behaviour you praised and behaviour you let slide
• Exit interview notes, which show the real culture

Tools and access

• Any good chat AI: Every step is a plan or a piece of writing.
• A shared document: The memo and standards live where everyone reads them.
• Any good chat AI: Sorting plain rules into checkable form is text work any strong chat AI does well with this skill.
• A printed clipboard: The visit check works best on paper, carried through the place.
• Any good chat AI: Turning goals and a budget into levels and praise lines is text work any strong chat AI does well.
• A shared spreadsheet: A visible tracker lets people see their own progress toward each level.
• Any good chat AI: Sorting a fear into a test and a stop rule is text work any strong chat AI does well.
• A spreadsheet: Record your measures before and during the test in one place.

Functions and deliverables

• Team culture and policy trial planner: Share how your team works and its current rules. Get a culture memo, behavior standards, recognition ideas and a proposed policy-removal test.
  • A culture memo that says what the team does and refuses to do
  • A standards sheet with checks anyone can run
  • A recognition plan with public, specific praise
  • One rule to drop and a safe trial plan without it
• Team culture memo writer: Write a one-page team culture memo from your team's results and recent problems. It sets decisions, a keeper test and feedback rules.
  • A one-page culture memo
  • A table of decisions marked alone, tell or ask
  • A behaviour list and a keeper test
• Repeatable standards sheet writer: Turn how you make your product or service into a one-page standards sheet with yes-or-no checks, so it feels the same every time.
  • A one-page standards sheet with yes-or-no checks
  • A never-cut list and one job per role
  • A training plan and a ten-minute visit check
• Recognition plan designer: Plan a team recognition and reward program where anyone who reaches a goal level wins, with prizes people want and a public moment.
  • A review of who wins now and why that matters
  • Levels and goals that anyone can reach on their own
  • Prizes, public moments and praise lines for each level
  • A budget check and a pay fairness check
• Policy removal test planner: Plan a small, dated test to remove a rule or approval that may not be worth it. Get what to measure and when to stop.
  • The original problem and what is at stake without the rule
  • A legal and safety check with questions to take to an adviser
  • A small test with a scope, a start date and an end date
  • What to measure, a stop rule and a decision date
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• Patty McCord: Plan hiring, honest feedback or a small policy trial using Patty McCord’s recorded approach. Start with the work, shared context and clear expectations.
  • Your problem worked on the way Patty McCord would: their questions, their method, their push-back
  • The answer or the work, in Patty McCord's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Mary Kay Ash: Plan recognition or feedback using Mary Kay Ash’s recorded approach. Consider the other person, set fair goals and make the message clear.
  • Your problem worked on the way Mary Kay Ash would: their questions, their method, their push-back
  • The answer or the work, in Mary Kay Ash's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• Your team has grown past ten and new people cannot tell how things are done here.
• You have values on the wall and behaviour that does not match them.
• You want to drop a rule but fear what happens without it.

Limits to check before starting

• You need to handle a disciplinary, legal or pay matter: talk to an HR adviser or an employment lawyer.
• You work alone or have a team of one: a short list of your own working rules is enough.
• You want to cut a rule tied to money, legal duty or safety: ask the person who signs it off, and leave it in place.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Paste how the team really works and where it falls short. It writes the memo and the standards.
• Read the memo with two people you trust. Cut any line that is a wish rather than a practice.
• Start the praise plan this week. Run the rule trial for the time it sets and review.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/write-your-team-culture-memo-and-make-it-real-in-daily-habits for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.