# BOS 11-Box Owner + Daily Summary System (v1)

Reference Backbone: `bos_master_loop_flowchart_11box_centered.pdf`

## 1) Objective
Create one secure operating structure where each BOS box has a dedicated owner/user, restricted access, and a daily summary workflow that rolls up to executive recipients.

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## 2) Access Model (Hub-and-Spoke)

### Hub (Executive Access Point)
- Single dashboard/login for leadership
- Visibility into all 11 boxes
- Receives daily consolidated digest

### Spokes (Box-Level Users)
- One primary owner per box
- Optional secondary backup owner
- Access limited to assigned box only
- No cross-box file browsing unless explicitly approved

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## 3) Role Definitions

1. **Executive Admin**
   - Full read access all boxes
   - Approves permission changes
   - Receives consolidated daily report

2. **Box Owner**
   - Read/write in assigned box
   - Submits daily box summary
   - Flags risks/escalations

3. **Box Contributor**
   - Limited edit in assigned box
   - Cannot modify permissions

4. **Read-Only Stakeholder**
   - View only assigned boxes

5. **Automation Agent (Per Box)**
   - Runs scheduled checks/summaries
   - Cannot access other box datasets

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## 4) 11-Box Assignment Template

For each box define:
- Box Name
- Primary Owner
- Backup Owner
- Contributors
- Executive Recipient(s)
- SLA (response time)
- KPI Set
- Escalation Contact

### Example Entry
- Box: Box 1 — Strategy/Demand
- Primary Owner: [Name]
- Backup Owner: [Name]
- Contributors: [Name(s)]
- Executive Recipients: Russ, Ops Lead
- SLA: 24h
- KPIs: Intake quality, cycle time
- Escalation: [Name]

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## 5) Permission Matrix (Simple)

- **Executive Admin:** R/W all boxes + settings
- **Box Owner:** R/W own box only
- **Contributor:** Edit assigned tasks/docs only
- **Read-Only:** View assigned box only
- **Agent:** Read assigned box data + write summary output only

Policy: deny-by-default outside assigned scope.

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## 6) Daily Box Summary Template (Required)

Each box submits by end-of-day:

1. **Completed Today**
   - Task/Deliverable
   - Status

2. **KPI Snapshot**
   - KPI 1: value vs target
   - KPI 2: value vs target

3. **Risks / Blockers**
   - Issue
   - Impact
   - Needed decision/support

4. **Next 24-Hour Plan**
   - Top 3 priorities

5. **Escalations (if any)**
   - Severity
   - Owner
   - ETA to resolution

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## 7) Consolidated Executive Digest (Auto-Generated)

### Delivery Time
- Daily at fixed time (e.g., 6:00 PM local)

### Digest Sections
1. Box-by-box progress highlights
2. KPI exceptions (red/amber)
3. Open escalations requiring executive action
4. Priority actions for next day

### Delivery Recipients
- Russ
- Dedicated recipients per box (configurable)

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## 8) Routing Rules

- Box-level summary goes to:
  - Box Owner
  - Backup Owner
  - Assigned Executive Recipient(s)

- Consolidated digest goes to:
  - Russ
  - Leadership distribution list

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## 9) Cadence and Governance

- Daily: Box summary submission and digest distribution
- Weekly: Cross-box leadership review
- Monthly: Access audit + KPI threshold review

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## 10) Implementation Steps (Fast Start)

1. Map all 11 boxes to owners
2. Create separate folder/workspace for each box
3. Apply role-based permissions (deny by default)
4. Configure per-box agent automation
5. Deploy daily summary template
6. Configure recipient routing list
7. Launch 7-day pilot and tune

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## 11) Success Criteria

- 100% daily summary compliance
- Zero unauthorized cross-box access
- <24h response to high-severity escalations
- Executive digest delivered on time daily

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## 12) Homebase Rule

Use the BOS 11-box centered flowchart as structural anchor.
Do not alter homebase source unless explicitly approved.
Create all operational updates as controlled add-on documents.