{"text_format":"3","workbook":"xlsx","n_sheets":7,"sheets":["Read Me","Dashboard","Workflow Audit","Hiring Tracker","Interview Scorecard","30-Day Onboarding","AI Use Case Register"],"read":"whole","date_system":"1900"}

{"sheet":"Read Me","index":0,"n_rows":18,"n_cols":3,"rows_kept":18,"merged":[[0,0,0,7],[1,0,1,7],[2,0,2,7],[4,0,4,7],[5,0,7,7],[17,0,17,7]]}
["AI HR Portfolio Toolkit"]
["A fictional, editable set of consulting deliverables for a small-business HR workflow engagement."]
["FICTIONAL SAMPLE — created to demonstrate process design. Replace all sample data before client use."]
[]
["How to use this workbook"]
["Use these tabs as proof of how you organize work—not as evidence that a fictional client hired you. During a sales conversation, open the tab that matches the prospect's problem, explain the design decisions, and describe how you would customize it after discovery."]
[]
[]
[]
["Tab","What it demonstrates","How to talk about it"]
["Dashboard","A concise readout for an owner or sponsor.","Show how you summarize work without overwhelming the client."]
["Workflow Audit","Discovery, diagnosis, prioritization, and handoff.","Explain how impact, effort, sensitivity, and ownership shape recommendations."]
["Hiring Tracker","A consistent candidate workflow with visible owners and next steps.","Emphasize that people—not AI—make employment decisions."]
["Interview Scorecard","Structured, evidence-focused interview documentation.","Describe the rubric and why the workbook avoids an automatic hiring decision."]
["30-Day Onboarding","Cross-functional coordination with dates, owners, and evidence.","Walk through how you prevent missed access, equipment, and training tasks."]
["AI Use Case Register","Purpose, data boundaries, testing, approval, and review.","Show that AI adoption requires governance, not just prompts."]
[]
["Before sharing: add your name and contact details; keep the fictional-sample label; never add employer-confidential documents, employee data, fake testimonials, or results you cannot substantiate."]

{"sheet":"Dashboard","index":1,"n_rows":18,"n_cols":7,"rows_kept":18,"merged":[[0,0,0,7],[1,0,1,7],[2,0,2,7],[4,0,4,1],[4,3,4,4],[4,6,4,7],[5,0,6,1],[5,3,6,4],[5,6,6,7],[8,0,8,1],[8,3,8,4],[8,6,8,7],[9,0,10,1],[9,3,10,4],[9,6,10,7],[13,0,13,7],[14,2,14,7],[15,2,15,7],[16,2,16,7],[17,2,17,7]]}
["Portfolio Dashboard"]
["A sponsor-ready summary powered by the editable sample tabs in this workbook."]
["FICTIONAL SAMPLE — created to demonstrate process design. Replace all sample data before client use."]
[]
["Workflow items",null,null,"High-priority gaps",null,null,"Active candidates"]
[{"$f":"COUNTA('Workflow Audit'!A6:A25)","v":6},null,null,{"$f":"COUNTIF('Workflow Audit'!G6:G25,\"High\")","v":4},null,null,{"$f":"COUNTA('Hiring Tracker'!A6:A25)-COUNTIF('Hiring Tracker'!F6:F25,\"Hired\")-COUNTIF('Hiring Tracker'!F6:F25,\"Closed\")","v":4}]
[]
[]
["Average interview score",null,null,"Onboarding complete",null,null,"Approved AI use cases"]
[{"$f":"AVERAGE('Interview Scorecard'!I6:I25)","v":{"v":4.15,"d":"4.2"}},null,null,{"$f":"COUNTIF('30-Day Onboarding'!H6:H25,\"Complete\")/COUNTA('30-Day Onboarding'!A6:A25)","v":{"v":0.1,"d":"10%"}},null,null,{"$f":"COUNTIF('AI Use Case Register'!J6:J25,\"Approved\")","v":2}]
[]
[]
[]
["What this sample engagement demonstrates"]
["01","Diagnose","Map current workflows, ownership, delays, and data sensitivity."]
["02","Design","Create usable hiring and onboarding tools with visible human decisions."]
["03","Govern","Document purpose, data boundaries, testing, approvals, and review dates for AI use."]
["04","Handoff","Train owners, define evidence of completion, and make maintenance responsibilities clear."]

{"sheet":"Workflow Audit","index":2,"n_rows":11,"n_cols":10,"rows_kept":11,"merged":[[0,0,0,9],[1,0,1,9],[2,0,2,9]]}
["Workflow Audit"]
["Sample diagnostic for Northstar Field Services, a fictional 38-person home-services company."]
["FICTIONAL SAMPLE — created to demonstrate process design. Replace all sample data before client use."]
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["Process","Current step","Owner","Observed issue","Impact (1-5)","Effort (1-5)","Priority","Data sensitivity","Recommendation","Status"]
["Hiring","Job approval","Operations lead","Requests are approved in email without a consistent owner, budget, or target date.",5,2,"High","Low","Use a one-page job-intake form before recruiting begins.","In Progress"]
["Hiring","Interview feedback","Hiring manager","Interviewers use different questions and record impressions inconsistently.",5,2,"High","Medium","Use an approved interview guide and evidence-focused scorecard.","Not Started"]
["Onboarding","Preboarding tasks","Office coordinator","Equipment, access, and schedules depend on memory and separate messages.",5,2,"High","High","Use a shared tracker with named owners, due dates, and evidence.","In Progress"]
["Onboarding","Training plan","Service manager","Role training varies by manager and is not always documented.",4,3,"High","Medium","Create a 30-day role plan with trainer checkpoints.","Not Started"]
["Employee support","Routine questions","Operations lead","Managers repeatedly locate the same approved policies and procedures.",3,3,"Medium","Medium","Create an approved FAQ, then evaluate a controlled AI knowledge workflow.","Not Started"]
["Records","Document storage","Office coordinator","Forms and process documents are spread across email and shared folders.",4,3,"Medium","High","Define a document owner, naming standard, access rules, and review cadence.","Blocked"]

{"sheet":"Hiring Tracker","index":3,"n_rows":11,"n_cols":10,"rows_kept":11,"merged":[[0,0,0,9],[1,0,1,9],[2,0,2,9]]}
["Hiring Tracker"]
["A visible, human-owned recruiting workflow; sample candidates and details are fictional."]
["FICTIONAL SAMPLE — created to demonstrate process design. Replace all sample data before client use."]
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["Candidate ID","Role","Source","Applied date","Recruiter","Stage","Next step","Next date","Decision owner","Notes"]
["C-101","Service Technician","Employee referral","2026-08-04","Morgan Lee","Interview","Panel interview","2026-09-03","Jordan Patel","Confirm availability for both locations."]
["C-102","Dispatcher","Local job board","2026-08-11","Morgan Lee","Screen","Phone screen","2026-09-02","Casey Nguyen","Meets stated scheduling requirement."]
["C-103","Service Technician","Trade school","2026-08-14","Morgan Lee","Reference","Complete references","2026-09-04","Jordan Patel","Two references requested."]
["C-104","Warehouse Assistant","Company website","2026-08-18","Morgan Lee","Offer","Finalize approved offer","2026-09-01","Taylor Brooks","Compensation approval documented."]
["C-105","Dispatcher","Community event","2026-08-20","Morgan Lee","Hired","Begin onboarding","2026-09-08","Casey Nguyen","Candidate accepted after human review."]
["C-106","Service Technician","Local job board","2026-08-22","Morgan Lee","Closed","Send closure message","2026-09-01","Jordan Patel","Did not meet stated license requirement."]

{"sheet":"Interview Scorecard","index":4,"n_rows":9,"n_cols":11,"rows_kept":9,"merged":[[0,0,0,10],[1,0,1,10],[2,0,2,10]]}
["Interview Scorecard"]
["Evidence-focused sample rubric. The average supports discussion and never makes the hiring decision."]
["FICTIONAL SAMPLE — created to demonstrate process design. Replace all sample data before client use."]
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["Candidate","Role","Interviewer","Safety","Customer","Problem solving","Reliability","Experience","Average score","Evidence notes","Human recommendation"]
["C-101","Service Technician","Jordan Patel",5,4,4,4,3,{"$f":"AVERAGE(D6:H6)","v":{"v":4,"d":"4.0"}},"Gave a specific lockout/tagout example; customer example lacked detail.","Advance to reference check"]
["C-101","Service Technician","Avery Kim",4,5,4,4,4,{"$f":"AVERAGE(D7:H7)","v":4.2},"Clear de-escalation example and practical troubleshooting sequence.","Advance to reference check"]
["C-102","Dispatcher","Casey Nguyen",3,5,4,5,3,{"$f":"AVERAGE(D8:H8)","v":{"v":4,"d":"4.0"}},"Strong scheduling and customer examples; needs software training.","Advance to panel interview"]
["C-103","Service Technician","Jordan Patel",5,4,5,4,4,{"$f":"AVERAGE(D9:H9)","v":4.4},"Strong safety reasoning and systematic diagnosis example.","Discuss with panel"]

{"sheet":"30-Day Onboarding","index":5,"n_rows":15,"n_cols":10,"rows_kept":15,"merged":[[0,0,0,9],[1,0,1,9],[2,0,2,9]]}
["30-Day Onboarding Plan"]
["A task-level sample for one fictional hire, with owners, due dates, and evidence of completion."]
["FICTIONAL SAMPLE — created to demonstrate process design. Replace all sample data before client use."]
[]
["Employee","Role","Start date","Timing","Task","Owner","Due date","Status","Evidence","Notes"]
["Riley Chen","Dispatcher","2026-09-08","Before day one","Send welcome message and first-day details","Office coordinator","2026-09-04","Complete","Message saved","Include parking and arrival contact."]
["Riley Chen","Dispatcher","2026-09-08","Before day one","Prepare equipment and system access","IT vendor","2026-09-04","In Progress","Access checklist","Dispatch application still pending."]
["Riley Chen","Dispatcher","2026-09-08","Day one","Complete orientation and required forms","Office coordinator","2026-09-08","Not Started","Signed checklist","Use approved forms only."]
["Riley Chen","Dispatcher","2026-09-08","Day one","Review role expectations and support channels","Service manager","2026-09-08","Not Started","Manager acknowledgment","Confirm escalation contacts."]
["Riley Chen","Dispatcher","2026-09-08","Week one","Shadow dispatch workflow","Lead dispatcher","2026-09-11","Not Started","Training checklist","Cover two shift patterns."]
["Riley Chen","Dispatcher","2026-09-08","Week one","Practice customer-call scenarios","Lead dispatcher","2026-09-11","Not Started","Scenario notes","Use approved examples."]
["Riley Chen","Dispatcher","2026-09-08","Day 7","Hold first check-in","Service manager","2026-09-15","Not Started","Check-in notes","Ask about workload and access gaps."]
["Riley Chen","Dispatcher","2026-09-08","Day 14","Review quality and accuracy milestones","Service manager","2026-09-22","Not Started","Milestone review","Document support needed."]
["Riley Chen","Dispatcher","2026-09-08","Day 21","Confirm independent shift readiness","Service manager","2026-09-29","Not Started","Readiness checklist","Decision remains with manager."]
["Riley Chen","Dispatcher","2026-09-08","Day 30","Complete 30-day review and next-step plan","Service manager","2026-10-08","Not Started","30-day review","Agree on next training goals."]

{"sheet":"AI Use Case Register","index":6,"n_rows":10,"n_cols":11,"rows_kept":10,"merged":[[0,0,0,10],[1,0,1,10],[2,0,2,10]]}
["AI Use Case Register"]
["A governance sample for proposed HR-related AI workflows; approval is required before launch."]
["FICTIONAL SAMPLE — created to demonstrate process design. Replace all sample data before client use."]
[]
["Use case","Process","Purpose","Data used","Sensitive data?","Human reviewer","Risk level","Test method","Owner","Approval","Review date"]
["Onboarding FAQ assistant","Onboarding","Answer routine questions from approved onboarding documents.","Approved policies and procedures only","No","Operations lead","Medium","Test 30 common questions; verify source links and escalation behavior.","Office coordinator","Approved","2026-12-01"]
["Job description draft","Hiring","Create a first draft from an approved role-intake form.","Role requirements; no candidate data","No","Hiring manager","Low","Compare draft to intake; review language and minimum requirements.","Recruiter","Approved","2026-11-15"]
["Candidate message draft","Hiring","Draft scheduling and status messages for human review.","Candidate contact details and approved status","Yes","Recruiter","Medium","Review every message before sending; test for incorrect commitments.","Recruiter","Review","2026-10-15"]
["Interview guide draft","Hiring","Adapt approved competency questions to a specific role.","Role criteria only","No","Hiring manager","Low","Check job relevance, consistency, and prohibited topics before use.","Recruiter","Proposed","2026-10-01"]
["Automatic candidate ranking","Hiring","Rank or reject applicants using AI-generated scores.","Resumes and application data","Yes","Not applicable","High","Do not implement; requires legal, bias, and specialist review.","Operations lead","Rejected","2026-09-01"]