00148-EGP-CDAIO-Knowledge-Access — Reorganization Plan

Author: Gemma (PPMO-KC Knowledge Catalog Lead) Date: 2026-05-18 Status: PROPOSAL — awaiting Marc ratification. No moves executed. Marc directive (verbatim 2026-05-18 PM): "I am not a fan of having hundreds of document within the 00148 folder structure. We need to get back to the roots of the EGP PPMO+ origin, where if content was new, we would look for the next available folder #; if not, a sub-folder would be added to an existing folder #"

1. Current state (read-only assessment)

1.1 Top-level inventory (21 subfolders + 5 root files)

Numbered (canonical, KEEP): - 01-strategy/ (6 DD-named project folders) - 02-deliverables/ (8 sub-folders: communications, dashboards, deliverables, dossiers, handoff, handoffs, reports, tickets) - 03-standards/ (6 sub-folders: SOPs, canonical-paste, recipes, registries, standards, templates) - 04-operations/ (11 entries incl. today/yesterday/2-days-ago, deployment-tracker, dispatch, ehd1-backup, head-to-head-tests, kc-configs, linkedin, 2 root files) - 05-audits/ (5 sub-folders: audit, audit-logs, audits, audits-and-logs, security — INTERNAL DUPLICATION) - 06-incidents/ (1 sub-folder: incidents) - 07-research/ (4 sub-folders: analysis, data, research, training) - 08-knowledge/ (6 sub-folders: kb, knowledgecore, knowledgegem, ppmo-kc, skills-mirror, vesta) - 09-surface/ (1 sub-folder: today)

Unnumbered intentional (KEEP): - _archive/ (2 sub-folders: 2026-04-23, redirect-stubs) — archival namespace - registries/ (27 canonical CSV/JSON/MD registry files) — per REGISTRIES-INDEX.json convention, this is the canonical lookup namespace

Unnumbered sprawl (CONSOLIDATE — these violate Marc's directive): - strategy/ (11 entries, mostly DD-named projects) — DUPLICATE of 01-strategy/ - audit-logs/ (2 entries) — DUPLICATE of 05-audits/audit-logs/ - audits-and-logs/ (2 entries) — DUPLICATE of 05-audits/audits-and-logs/ - ppmo-kc/ (23 sub-folders, mostly DD-mirrors) — persona-namespaced; belongs under 08-knowledge/ppmo-kc/ (already exists) - ppmo-oa/ (2 persona files: clarissa, cody) — belongs under 08-knowledge/ - vesta/ (1 file: egp-agents-in-motion.html) — single-file persona namespace - configs/ (2 entries: sales-pipeline.code-workspace, vscode-state-backup) — belongs under 04-operations/ - dashboards/ (4 entries: SURAFEL-WARMUP, egp-ecosystem-topography, sean-standberry-intel, stripe-reconciliation) — duplicate of 02-deliverables/dashboards/ - state/ (3 JSONL/JSON state files) — belongs under 04-operations/ - risk-frameworks-cache/ (22 framework caches: ca-ab-2013, eu-ai-act, nist-ai-rmf-1.0, etc.) — belongs under 07-research/

Root files (5, REVIEW): - README.md — KEEP at root - index.html, index.json — KEEP at root (entry points) - egp-agents-in-motion.html — duplicate of vesta/egp-agents-in-motion.html; move to 09-surface/ - vadi-kpis-latest.json — also exists in state/vadi-kpis-latest.json; move to 04-operations/state/

1.2 Internal sub-folder duplication inside numbered roots (separate cleanup, scope flag)

2. Proposed top-level (target = 9 numbered + 2 unnumbered = 11 folders)

00148-EGP-CDAIO-Knowledge-Access/
├── README.md                       (KEEP at root)
├── index.html, index.json          (KEEP at root, entry points)
├── 01-strategy/                    (absorb /strategy/)
├── 02-deliverables/                (absorb /dashboards/)
├── 03-standards/                   (unchanged this round)
├── 04-operations/                  (absorb /configs/, /state/, root vadi-kpis-latest.json)
├── 05-audits/                      (absorb /audit-logs/, /audits-and-logs/)
├── 06-incidents/                   (unchanged this round)
├── 07-research/                    (absorb /risk-frameworks-cache/)
├── 08-knowledge/                   (absorb /ppmo-kc/, /ppmo-oa/, /vesta/)
├── 09-surface/                     (absorb root egp-agents-in-motion.html)
├── _archive/                       (KEEP, archival namespace)
└── registries/                     (KEEP, canonical lookup namespace)

Net reduction: 21 → 11 top-level folders (-10). Root files: 5 → 3.

3. File-move plan (from → to)

3.1 /strategy/ → /01-strategy/

All 11 entries are DD-named project folders or persona deliverables; they belong with the other DD-named projects under 01-strategy/. No name collisions with current 01-strategy/ (different DD numbers). - strategy/2026-05-11-DD177-GHL-Prospecting-Access/ → 01-strategy/2026-05-11-DD177-GHL-Prospecting-Access/ - strategy/2026-05-12-DD200-GHL-Prospecting-MAR/ → 01-strategy/2026-05-12-DD200-GHL-Prospecting-MAR/ - strategy/2026-05-12-DD204-SearchAtlas/ → 01-strategy/2026-05-12-DD204-SearchAtlas/ - strategy/2026-05-12-DD210-SEMDash/ → 01-strategy/2026-05-12-DD210-SEMDash/ - strategy/2026-05-12-DD211-GEO-Stack/ → 01-strategy/2026-05-12-DD211-GEO-Stack/ - strategy/2026-05-12-DD214-Ecosystem-Topography/ → 01-strategy/2026-05-12-DD214-Ecosystem-Topography/ - strategy/2026-05-12-DD215-SeanStandberry/ → 01-strategy/2026-05-12-DD215-SeanStandberry/ - strategy/2026-05-12-DD218-Adorn-Decommission/ → 01-strategy/2026-05-12-DD218-Adorn-Decommission/ - strategy/2026-05-12-DD223-Ahrefs-vs-SA/ → 01-strategy/2026-05-12-DD223-Ahrefs-vs-SA/ - strategy/2026-05-12-DD238-XCHANNEL-v2/ → 01-strategy/2026-05-12-DD238-XCHANNEL-v2/ - strategy/2026-05-12-DD238A-HowToUseHighLevel/ → 01-strategy/2026-05-12-DD238A-HowToUseHighLevel/ - strategy/2026-05-12-DD238B-GoHighLevel/ → 01-strategy/2026-05-12-DD238B-GoHighLevel/ - strategy/2026-05-12-DD238C-AutomatedMarketer/ → 01-strategy/2026-05-12-DD238C-AutomatedMarketer/ - strategy/4-division-visualizations/ → 01-strategy/4-division-visualizations/ - strategy/EGP-BRAND-VAULT-*.{html,md} (16 loose deliverable files) → 01-strategy/2026-04-15-PPMO-KC-Deployment-Phase-Series/ (NEW sub-folder; co-locates same-date phase deployment artifacts)

3.2 /audit-logs/ → /05-audits/audit-logs/

3.3 /audits-and-logs/ → /05-audits/audits-and-logs/

3.4 /ppmo-kc/ → /08-knowledge/ppmo-kc/

All 23 entries are DD-named persona mirrors and strategy. Target 08-knowledge/ppmo-kc/ already exists; merge. - ppmo-kc/2026-05-14-DD280-CV-Legend/ → 08-knowledge/ppmo-kc/2026-05-14-DD280-CV-Legend/ - ppmo-kc/2026-05-14-DD282-EGP-PPMOplus-Framework-DevSecOps-Documentation/ → 08-knowledge/ppmo-kc/2026-05-14-DD282-EGP-PPMOplus-Framework-DevSecOps-Documentation/ - ppmo-kc/2026-05-15-DD306-Remote-Access-Options-Canonical/ → 08-knowledge/ppmo-kc/2026-05-15-DD306-Remote-Access-Options-Canonical/ - ppmo-kc/2026-05-16-DD309-Subscriber-Agreement-Finalize-Sequencer/ → 08-knowledge/ppmo-kc/2026-05-16-DD309-Subscriber-Agreement-Finalize-Sequencer/ - ppmo-kc/dd-mirrors/ → 08-knowledge/ppmo-kc/dd-mirrors/ - ppmo-kc/dd236-aflac-v2/ → 08-knowledge/ppmo-kc/dd236-aflac-v2/ - ppmo-kc/dd237/ → 08-knowledge/ppmo-kc/dd237/ - ppmo-kc/dd239-channel-intel-mirrors/ → 08-knowledge/ppmo-kc/dd239-channel-intel-mirrors/ - ppmo-kc/dd261-mirror/ → 08-knowledge/ppmo-kc/dd261-mirror/ - ppmo-kc/dd274-mirror/ → 08-knowledge/ppmo-kc/dd274-mirror/ - ppmo-kc/dd279-mirror/ → 08-knowledge/ppmo-kc/dd279-mirror/ - ppmo-kc/dd302-cv-knowledge-quizlet/ → 08-knowledge/ppmo-kc/dd302-cv-knowledge-quizlet/ - ppmo-kc/dd308-bol-audit-mirror/ → 08-knowledge/ppmo-kc/dd308-bol-audit-mirror/ - ppmo-kc/dd311v3/ → 08-knowledge/ppmo-kc/dd311v3/ - ppmo-kc/dd317-100-recruiters/ → 08-knowledge/ppmo-kc/dd317-100-recruiters/ - ppmo-kc/dd318-cs-swat-email-link/ → 08-knowledge/ppmo-kc/dd318-cs-swat-email-link/ - ppmo-kc/dd322/ → 08-knowledge/ppmo-kc/dd322/ - ppmo-kc/dd324-skills-master-mirror/ → 08-knowledge/ppmo-kc/dd324-skills-master-mirror/ - ppmo-kc/dd325-zero-dollar-tools-onboarding/ → 08-knowledge/ppmo-kc/dd325-zero-dollar-tools-onboarding/ - ppmo-kc/dd326-prboost-path-to-green-builds/ → 08-knowledge/ppmo-kc/dd326-prboost-path-to-green-builds/ - ppmo-kc/dd331-mirror/ → 08-knowledge/ppmo-kc/dd331-mirror/ - ppmo-kc/quizlet-registry-mirror/ → 08-knowledge/ppmo-kc/quizlet-registry-mirror/ - ppmo-kc/strategy/ → 08-knowledge/ppmo-kc/strategy/ - COLLISION CHECK: any folder name already present in 08-knowledge/ppmo-kc/ needs item-by-item merge. Per Marc, append -from-root suffix if file-level collision; otherwise merge cleanly.

3.5 /ppmo-oa/ → /08-knowledge/ppmo-oa/ (NEW sub-folder)

Per Marc's "sub-folder added to existing folder #" rule, persona namespace folders belong under 08-knowledge/. - ppmo-oa/clarissa-openai-local-llm-large-persona.md → 08-knowledge/ppmo-oa/clarissa-openai-local-llm-large-persona.md - ppmo-oa/cody-openai-codex-persona.md → 08-knowledge/ppmo-oa/cody-openai-codex-persona.md

3.6 /vesta/ → /08-knowledge/vesta/

3.7 /configs/ → /04-operations/kc-configs/

Target 04-operations/kc-configs/ already exists. - configs/sales-pipeline.code-workspace → 04-operations/kc-configs/sales-pipeline.code-workspace - configs/vscode-state-backup/ → 04-operations/kc-configs/vscode-state-backup/

3.8 /dashboards/ → /02-deliverables/dashboards/

3.9 /state/ → /04-operations/state/ (NEW sub-folder under existing 04-)

3.10 /risk-frameworks-cache/ → /07-research/risk-frameworks-cache/ (NEW sub-folder under existing 07-)

All 22 framework cache folders (ca-ab-2013, ca-sb-1047, ca-sb-942, colorado-sb24-205, eo-14110, eu-ai-act, eu-gdpr-art22, fda-aiml-samd, iso-23894, iso-42001, iso-5338, nist-ai-100-1, nist-ai-100-2-e2024, nist-ai-600-1, nist-ai-rmf-1.0, nist-ai-rmf-playbook, nist-sp-800-218a, nist-sp-800-53, nyc-ll-144, oecd-ai-principles, omb-m-24-10, sr-11-7) move as-is.

3.11 Root file moves

3.12 Files staying at root

4. Collision summary

# Collision Resolution
1 audit-logs/persona-inbox-poller/ exists in both source and target Merge directories; if file-level collision, append .from-root-audit-logs to the source file
2 ppmo-kc/ (root) and 08-knowledge/ppmo-kc/ may share sub-folder names Per-item check; merge if no file collision, else append -from-root suffix
3 dashboards/ (root) and 02-deliverables/dashboards/ may share names Per-item check; append -from-root-dashboards suffix if needed
4 vesta/egp-agents-in-motion.html (root) duplicates egp-agents-in-motion.html (root) Same file, two locations; keep newer mtime, archive older to _archive/2026-05-18-reorg/
5 vadi-kpis-latest.json (root) duplicates state/vadi-kpis-latest.json Keep newer; archive older

5. New sub-folders proposed (within existing numbered folders)

Per Marc's "sub-folder added to existing folder #" rule: - 01-strategy/2026-04-15-PPMO-KC-Deployment-Phase-Series/ — for the 16 loose EGP-*-PHASE-*-DEPLOYMENT-20260415.* files currently in /strategy/ - 04-operations/state/ — for state JSON/JSONL files - 07-research/risk-frameworks-cache/ — for the 22 regulatory framework caches - 08-knowledge/ppmo-oa/ — for OpenAI/Codex/Cloud LLM persona files

No new top-level folders. No new unnumbered top-level folders.

6. Out-of-scope / flagged for future rounds (Marc to ratify separately)

These need Marc decisions before action: 1. 05-audits/ internal merge of audit/ + audit-logs/ + audits/ + audits-and-logs/ into logs/ + reports/ 2. 02-deliverables/handoff/ + handoffs/ singular/plural merge 3. 08-knowledge/ kb/ + knowledgecore/ + knowledgegem/ rationalization 4. 04-operations/today/ + yesterday/ + 2-days-ago/ rolling-window convention (may already be deliberate) 5. Any tools/scripts referencing the OLD paths (especially strategy/, audit-logs/, audits-and-logs/, risk-frameworks-cache/, configs/, state/) need a grep-and-patch pass before move execution to avoid breaking automation.

7. Execution prerequisites (before any move)

  1. Path-reference grep across tools/, workflows/, .env, all *.json/*.yaml configs for old paths. Build patch list.
  2. Backup snapshot — tar czf _archive/2026-05-18-reorg/pre-move-snapshot.tar.gz of the entire 00148- directory.
  3. Dry-run mover — Python script that prints every move without executing; Marc reviews output.
  4. Stub-redirect — for each moved folder, leave a README.md at the OLD path pointing to the NEW path, OR symlink. Mirrors _archive/redirect-stubs/ precedent.
  5. Post-move lint — confirm no orphan references; rerun tools/egp_org_chart_digest_builder.py and any registry rebuilders.

8. Sign-off

Awaiting Marc ratification. On approval, Gemma will: 1. Build dry-run mover script 2. Run reference grep 3. Present patch list + dry-run output to Marc 4. Execute on Marc go-ahead 5. Update README.md + index.html + index.json to reflect new structure 6. Update REGISTRIES-INDEX.json if any registry path moves

EGP PPMO+ · rendered companion of REORG-PLAN-2026-05-18.md