## apex-program
**File:** `project_apex_program.md`
**Description:** Core facts about Waukee APEX — mission, history, WILC location, tools, professional expectations
**Type:** project
**Summary:** 10+ year program at WILC (295 SE Ashworth Rd, Waukee). Tools: Canvas, Slack, Gmail, Google Calendar. Business casual required. 5 & 10 Rule. Performance reviews (not tests). Instructors go by first names. Real clients, real deliverables. Dual college credit.

---

## apex-elevated-language
**File:** `user_apex_elevated_language.md`
**Description:** Required APEX terminology — always use these instead of generic school language
**Type:** user
**Summary:** Student→Student-associate, Teacher→Instructor, Classroom→Studio/Lab/Workshop, Class (group)→Team, Class (course)→Course, Field trip→Tour. Must use in ALL written content for this project.

---

## apex-dcs
**File:** `project_apex_dcs.md`
**Description:** How Russ's DCS course works — client project structure, self-selection, check-ins, micro-deliverables
**Type:** project
**Summary:** Business partners pitch projects; student-associates self-select into teams; semester spent on real deliverables. Monday/Friday check-ins. Start with micro-deliverable. Portfolio captures evidence of this real work.

# Project Memory

This file indexes all saved memories for the Portfolio HTMLs project.

---

## project-apex-portfolio
**File:** `project_apex_portfolio.md`
**Description:** Overview of the Waukee APEX portfolio system — what files exist, how they connect, and the design system in use
**Type:** project
**Summary:** Standalone offline HTML/CSS/JS system for Waukee APEX student-associates. Key files listed. Design system: purple `#500778` + lime `#c4d600`, Inter font, fixed top nav, white cards. Built for Russ Goerend's DCS class. No git repo, no build tools.

---

## project-playbook-pattern
**File:** `project_playbook_pattern.md`
**Description:** The playbook sidebar UI pattern used across Video, Social Media, and Marketing Analytics playbooks
**Type:** project
**Summary:** Shared sidebar UI pattern (sticky sidebar, phase groups, step-btn/step-check, progress bar). Project switcher stores multiple projects in localStorage. Save-before-switch bug fixed. Callout CSS classes documented. Reference implementations: Marketing Analytics and Social Media playbooks.

---

## project-foundational-content
**File:** `project_foundational_content.md`
**Description:** Foundational "Before You Start" orientation pattern added to Marketing Analytics and Social Media playbooks
**Type:** project
**Summary:** Phase 0 pattern for zero-knowledge students: plain-English intro, glossary (8–10 terms), tool overview, access-limitation callout, finished-project description. Marketing Analytics expanded Metrics Plan + Analysis steps. Social Media expanded Content Creation + Publishing + added Performance Review checkpoint. Fixed missing `.callout-yellow`/`.callout-blue` CSS. Video Production Playbook predates this pattern.

---

## apex-program
**File:** `project_apex_program.md`
**Description:** Core facts about Waukee APEX — mission, history, WILC location, professional expectations, student terminology
**Type:** project
**Summary:** 10+ year program at WILC (295 SE Ashworth Rd, Waukee). Students called "student associates." Business casual required. 5 & 10 Rule. Google Calendar + Slack for communication. Real clients, real deliverables. Dual college credit.

---

## apex-staff
**File:** `project_apex_staff.md`
**Description:** WILC staff list with roles, studio numbers, and emails (2024–2025 manual — may be outdated)
**Type:** project
**Summary:** Kathleen Sender = WILC Program Director (Russ's boss). Michelle Hill = Director of Work-Based Learning. Russ in Studio The Hue #111. Key colleagues: Jesse Hunt (Finance), Tyler Wright (Engineering), Ashley Prieksat (DWT). Russ noted list needs updating.

---

## apex-alumni
**File:** `project_apex_alumni.md`
**Description:** Notable APEX alumni and outcomes from the 2025 Alumni LookBook
**Type:** project
**Summary:** Alumni span all pathways: Sheldon Fox (PIMCO/Capital Group NYC), Ella Titus (fashion designer LA), Vivian Le (NBC/TODAY photographer — also named APEX), Jack Sieleman (NASA), Meaghan Greteman (med school). Real client projects documented.

---

## apex-courses
**File:** `project_apex_courses.md`
**Description:** Full list of Waukee APEX course tracks and courses across all five pathways
**Type:** project
**Summary:** Five pathways: Financial & Insurance, Engineering, Business/Technology/Communication (BTC), Bioscience & Agriculture, Human Services. Russ teaches DCS (Designing Communication Solutions) in the BTC pathway alongside BSU (Business Startup) and Web Technologies.

---

-**Description:** Core facts about Waukee APEX — mission, history, WILC location, professional expectations, student terminology

+**Description:** Core facts about Waukee APEX — mission, history, WILC location, tools, professional expectations

-**Summary:** 10+ year program at WILC (295 SE Ashworth Rd, Waukee). Students called "student associates." Business casual required. 5 & 10 Rule. Google Calendar + Slack for communication. Real clients, real deliverables. Dual college credit.

+**Summary:** 10+ year program at WILC (295 SE Ashworth Rd, Waukee). Tools: Canvas, Slack, Gmail, Google Calendar. Business casual required. 5 & 10 Rule. Performance reviews (not tests). Instructors go by first names. Real clients, real deliverables. Dual college credit.

+**Description:** Required APEX terminology — always use these instead of generic school language

+**Summary:** Student→Student-associate, Teacher→Instructor, Classroom→Studio/Lab/Workshop, Class (group)→Team, Class (course)→Course, Field trip→Tour. Must use in ALL written content for this project.

+**Description:** How Russ's DCS course works — client project structure, self-selection, check-ins, micro-deliverables

+**Summary:** Business partners pitch projects; student-associates self-select into teams; semester spent on real deliverables. Monday/Friday check-ins. Start with micro-deliverable. Portfolio captures evidence of this real work.


All saved. Key things that are now locked into memory for every future conversation:

- **Elevated language** — student-associate, instructor, studio, team, course, tour. I'll use these automatically going forward.
- **Kathleen Sender** is WILC Program Director (corrected from the old manual)
- **DCS project structure** — real clients, self-selection, Monday/Friday check-ins, micro-deliverables
- **Tools** — Canvas, Slack, Gmail, Google Calendar
- **Grading** — performance reviews, not tests; instructors go by first name

And noted on the staff list — whenever you have an updated roster, just paste it in and I'll swap it out.


Add this to MEMORY.md:

| Abbreviation | Full Course Name | Sector |
|---|---|---|
| BSU | Business Startup | BizTech |
| DCS | Designing Communication Solutions | BizTech |
| DWT | Developing Web Based Technologies | BizTech |
| FBI | Finance, Banking & Investments | Financial |
| FIAS | Foundations of Insurance & Actuarial Science | Financial |
| CL | Construction Leadership | Engineering |
| ETR | Engineering Technology & Robotics | Engineering |
| A&E | Architecture & Engineering | Engineering |
| NGE | Next Generation Energy | Engineering |
| Auto | Automotive | Engineering |
| CNA | Certified Nursing Assistant | Human Services |
| EHSM | Exploration of Health Sciences & Medicine | Human Services |
| ESS / SPORT | Exploration of Exercise & Sport Science | Human Services |
| RES | Medical & Bioscience Research | Human Services |
| EMT | Emergency Medical Technician | Human Services |
| AVS | Animal & Veterinary Science | Bioscience |
| GFS | Global Food Systems | Bioscience |

17 courses across 5 sectors. NGE and EMT didn't appear in the Showcase spreadsheet data but are confirmed abbreviations for the Lookup tab and the Claude system prompt.


The user wants me to add this course abbreviation table to memory. I should create a new memory file for this and add it to MEMORY.md. This is distinct from the existing `project_apex_courses.md` which has the full names but not the abbreviations. I could either update that file or create a new one focused on abbreviations. Since this has specific abbreviation data that's important for the BPRM system prompt and other uses, I'll update the existing courses file to include this table.


Write

---
name: apex-courses
description: All 17 APEX courses with abbreviations and sectors — used in BPRM Lookup tab, system prompts, and anywhere courses are referenced
metadata:
  type: project
---

17 courses across 5 sectors. NGE and EMT didn't appear in the Showcase spreadsheet data but are confirmed abbreviations for the Lookup tab and the Claude system prompt.

| Abbreviation | Full Course Name | Sector |
|---|---|---|
| BSU | Business Startup | BizTech |
| DCS | Designing Communication Solutions | BizTech |
| DWT | Developing Web Based Technologies | BizTech |
| FBI | Finance, Banking & Investments | Financial |
| FIAS | Foundations of Insurance & Actuarial Science | Financial |
| CL | Construction Leadership | Engineering |
| ETR | Engineering Technology & Robotics | Engineering |
| A&E | Architecture & Engineering | Engineering |
| NGE | Next Generation Energy | Engineering |
| Auto | Automotive | Engineering |
| CNA | Certified Nursing Assistant | Human Services |
| EHSM | Exploration of Health Sciences & Medicine | Human Services |
| ESS / SPORT | Exploration of Exercise & Sport Science | Human Services |
| RES | Medical & Bioscience Research | Human Services |
| EMT | Emergency Medical Technician | Human Services |
| AVS | Animal & Veterinary Science | Bioscience |
| GFS | Global Food Systems | Bioscience |

**Russ teaches:** BSU and DCS (BizTech sector)


The file /Users/russgoerend/.claude/projects/-Users-russgoerend-Desktop-Portfolio-HTMLs/memory/project_apex_courses.md has been updated successfully. (file state is current in your context — no need to Read it back)

---
name: apex-courses
description: "All 17 APEX courses with abbreviations and sectors — used in BPRM Lookup tab, system prompts, and anywhere courses are referenced"
metadata:
  node_type: memory
  type: project
  originSessionId: a7c21f3f-80cb-4099-9fc9-4faecc86bcc5
---

17 courses across 5 sectors. NGE and EMT didn't appear in the Showcase spreadsheet data but are confirmed abbreviations for the Lookup tab and the Claude system prompt.

| Abbreviation | Full Course Name | Sector |
|---|---|---|
| BSU | Business Startup | BizTech |
| DCS | Designing Communication Solutions | BizTech |
| DWT | Developing Web Based Technologies | BizTech |
| FBI | Finance, Banking & Investments | Financial |
| FIAS | Foundations of Insurance & Actuarial Science | Financial |
| CL | Construction Leadership | Engineering |
| ETR | Engineering Technology & Robotics | Engineering |
| A&E | Architecture & Engineering | Engineering |
| NGE | Next Generation Energy | Engineering |
| Auto | Automotive | Engineering |
| CNA | Certified Nursing Assistant | Human Services |
| EHSM | Exploration of Health Sciences & Medicine | Human Services |
| ESS / SPORT | Exploration of Exercise & Sport Science | Human Services |
| RES | Medical & Bioscience Research | Human Services |
| EMT | Emergency Medical Technician | Human Services |
| AVS | Animal & Veterinary Science | Bioscience |
| GFS | Global Food Systems | Bioscience |

**Russ teaches:** BSU and DCS (BizTech sector)

-description: Full list of Waukee APEX course tracks and courses offered across all pathways

+description: "All 17 APEX courses with abbreviations and sectors — used in BPRM Lookup tab, system prompts, and anywhere courses are referenced"

-Waukee APEX offers courses across five pathway areas:

+17 courses across 5 sectors. NGE and EMT didn't appear in the Showcase spreadsheet data but are confirmed abbreviations for the Lookup tab and the Claude system prompt.

-- Foundations of Insurance & Actuarial Science

+| Abbreviation | Full Course Name | Sector |

+| DCS | Designing Communication Solutions | BizTech |

+| DWT | Developing Web Based Technologies | BizTech |

+| FBI | Finance, Banking & Investments | Financial |

+| FIAS | Foundations of Insurance & Actuarial Science | Financial |

+| CL | Construction Leadership | Engineering |

+| ETR | Engineering Technology & Robotics | Engineering |

+| A&E | Architecture & Engineering | Engineering |

+| NGE | Next Generation Energy | Engineering |

+| CNA | Certified Nursing Assistant | Human Services |

+| EHSM | Exploration of Health Sciences & Medicine | Human Services |

+| ESS / SPORT | Exploration of Exercise & Sport Science | Human Services |

+| RES | Medical & Bioscience Research | Human Services |

+| EMT | Emergency Medical Technician | Human Services |

+| AVS | Animal & Veterinary Science | Bioscience |

+| GFS | Global Food Systems | Bioscience |

-**Business, Technology & Communication (BTC)**

-- Designing Communication Solutions (DCS) — Russ Goerend's course

-**Bioscience & Value Added Agriculture**

-- Exploration of Exercise & Sport Science

-- Exploration of Health Sciences & Medicine

-**Why:** Understanding the full course catalog helps frame portfolio and playbook content in the right APEX context — e.g., DCS students work on client communication/marketing projects, BSU students on business startup concepts.

+**Russ teaches:** BSU and DCS (BizTech sector)

---
name: apex-courses
description: Full list of Waukee APEX course tracks and courses offered across all pathways
metadata:
  node_type: memory
  type: project
  originSessionId: a7c21f3f-80cb-4099-9fc9-4faecc86bcc5
---

Waukee APEX offers courses across five pathway areas:

**Financial & Insurance**
- Finance, Banking & Investments
- Foundations of Insurance & Actuarial Science

**Engineering**
- Construction Leadership
- Engineering Technology and Robotics
- Architecture & Engineering
- Next Generation Energy
- Automotive

**Business, Technology & Communication (BTC)**
- Business Startup (BSU)
- Designing Communication Solutions (DCS) — Russ Goerend's course
- Developing Web Based Technologies

**Bioscience & Value Added Agriculture**
- Animal & Veterinary Science
- Global Food Systems

**Human Services**
- Certified Nursing Assistant (CNA)
- Emergency Medical Technician (EMT)
- Medical & Bioscience Research
- Exploration of Exercise & Sport Science
- Exploration of Health Sciences & Medicine

**Why:** Understanding the full course catalog helps frame portfolio and playbook content in the right APEX context — e.g., DCS students work on client communication/marketing projects, BSU students on business startup concepts.


Edit

## apex-courses
**File:** `project_apex_courses.md`
**Description:** Full list of Waukee APEX course tracks and courses across all five pathways
**Type:** project
**Summary:** Five pathways: Financial & Insurance, Engineering, Business/Technology/Communication (BTC), Bioscience & Agriculture, Human Services. Russ teaches DCS (Designing Communication Solutions) in the BTC pathway alongside BSU (Business Startup) and Web Technologies.

## apex-courses
**File:** `project_apex_courses.md`
**Description:** All 17 APEX courses with abbreviations and sectors — for BPRM Lookup tab, system prompts, anywhere courses are referenced
**Type:** project
**Summary:** 17 courses, 5 sectors. BizTech: BSU, DCS, DWT. Financial: FBI, FIAS. Engineering: CL, ETR, A&E, NGE, Auto. Human Services: CNA, EHSM, ESS/SPORT, RES, EMT. Bioscience: AVS, GFS. Russ teaches BSU + DCS.


The file /Users/russgoerend/.claude/projects/-Users-russgoerend-Desktop-Portfolio-HTMLs/memory/MEMORY.md has been updated successfully. (file state is current in your context — no need to Read it back)

## apex-courses
**File:** `project_apex_courses.md`
**Description:** All 17 APEX courses with abbreviations and sectors — for BPRM Lookup tab, system prompts, anywhere courses are referenced
**Type:** project
**Summary:** 17 courses, 5 sectors. BizTech: BSU, DCS, DWT. Financial: FBI, FIAS. Engineering: CL, ETR, A&E, NGE, Auto. Human Services: CNA, EHSM, ESS/SPORT, RES, EMT. Bioscience: AVS, GFS. Russ teaches BSU + DCS.

# Project Memory

This file indexes all saved memories for the Portfolio HTMLs project.

---

## project-apex-portfolio
**File:** `project_apex_portfolio.md`
**Description:** Overview of the Waukee APEX portfolio system — what files exist, how they connect, and the design system in use
**Type:** project
**Summary:** Standalone offline HTML/CSS/JS system for Waukee APEX student-associates. Key files listed. Design system: purple `#500778` + lime `#c4d600`, Inter font, fixed top nav, white cards. Built for Russ Goerend's DCS class. No git repo, no build tools.

---

## project-playbook-pattern
**File:** `project_playbook_pattern.md`
**Description:** The playbook sidebar UI pattern used across Video, Social Media, and Marketing Analytics playbooks
**Type:** project
**Summary:** Shared sidebar UI pattern (sticky sidebar, phase groups, step-btn/step-check, progress bar). Project switcher stores multiple projects in localStorage. Save-before-switch bug fixed. Callout CSS classes documented. Reference implementations: Marketing Analytics and Social Media playbooks.

---

## project-foundational-content
**File:** `project_foundational_content.md`
**Description:** Foundational "Before You Start" orientation pattern added to Marketing Analytics and Social Media playbooks
**Type:** project
**Summary:** Phase 0 pattern for zero-knowledge students: plain-English intro, glossary (8–10 terms), tool overview, access-limitation callout, finished-project description. Marketing Analytics expanded Metrics Plan + Analysis steps. Social Media expanded Content Creation + Publishing + added Performance Review checkpoint. Fixed missing `.callout-yellow`/`.callout-blue` CSS. Video Production Playbook predates this pattern.

---

## apex-program
**File:** `project_apex_program.md`
**Description:** Core facts about Waukee APEX — mission, history, WILC location, tools, professional expectations
**Type:** project
**Summary:** 10+ year program at WILC (295 SE Ashworth Rd, Waukee). Tools: Canvas, Slack, Gmail, Google Calendar. Business casual required. 5 & 10 Rule. Performance reviews (not tests). Instructors go by first names. Real clients, real deliverables. Dual college credit.

---

## apex-elevated-language
**File:** `user_apex_elevated_language.md`
**Description:** Required APEX terminology — always use these instead of generic school language
**Type:** user
**Summary:** Student→Student-associate, Teacher→Instructor, Classroom→Studio/Lab/Workshop, Class (group)→Team, Class (course)→Course, Field trip→Tour. Must use in ALL written content for this project.

---

## apex-dcs
**File:** `project_apex_dcs.md`
**Description:** How Russ's DCS course works — client project structure, self-selection, check-ins, micro-deliverables
**Type:** project
**Summary:** Business partners pitch projects; student-associates self-select into teams; semester spent on real deliverables. Monday/Friday check-ins. Start with micro-deliverable. Portfolio captures evidence of this real work.

---

## apex-staff
**File:** `project_apex_staff.md`
**Description:** WILC staff list with roles, studio numbers, and emails (2024–2025 manual — may be outdated)
**Type:** project
**Summary:** Kathleen Sender = WILC Program Director (Russ's boss). Michelle Hill = Director of Work-Based Learning. Russ in Studio The Hue #111. Key colleagues: Jesse Hunt (Finance), Tyler Wright (Engineering), Ashley Prieksat (DWT). Russ noted list needs updating.

---

## apex-alumni
**File:** `project_apex_alumni.md`
**Description:** Notable APEX alumni and outcomes from the 2025 Alumni LookBook
**Type:** project
**Summary:** Alumni span all pathways: Sheldon Fox (PIMCO/Capital Group NYC), Ella Titus (fashion designer LA), Vivian Le (NBC/TODAY photographer — also named APEX), Jack Sieleman (NASA), Meaghan Greteman (med school). Real client projects documented.

---

## apex-courses
**File:** `project_apex_courses.md`
**Description:** Full list of Waukee APEX course tracks and courses across all five pathways
**Type:** project
**Summary:** Five pathways: Financial & Insurance, Engineering, Business/Technology/Communication (BTC), Bioscience & Agriculture, Human Services. Russ teaches DCS (Designing Communication Solutions) in the BTC pathway alongside BSU (Business Startup) and Web Technologies.

---

-**Description:** Full list of Waukee APEX course tracks and courses across all five pathways

+**Description:** All 17 APEX courses with abbreviations and sectors — for BPRM Lookup tab, system prompts, anywhere courses are referenced

-**Summary:** Five pathways: Financial & Insurance, Engineering, Business/Technology/Communication (BTC), Bioscience & Agriculture, Human Services. Russ teaches DCS (Designing Communication Solutions) in the BTC pathway alongside BSU (Business Startup) and Web Technologies.

+**Summary:** 17 courses, 5 sectors. BizTech: BSU, DCS, DWT. Financial: FBI, FIAS. Engineering: CL, ETR, A&E, NGE, Auto. Human Services: CNA, EHSM, ESS/SPORT, RES, EMT. Bioscience: AVS, GFS. Russ teaches BSU + DCS.


Add this to MEMORY.md:  | Abbreviation | Full Course Name | Sector | |---|---|---| | BSU | Business Startup | BizTech | | DCS | Designing Communication Solutions | BizTech | | DWT | Developing Web Bas…


Done. The full abbreviation table is saved and the MEMORY.md index is updated. I'll recognize all 17 abbreviations going forward — useful any time we're working on the BPRM, portfolio pages, or anything that references specific courses.


Here is some more infomation from my other Claude instance that you should add to memory:

Good call. Here's what I'd add beyond whatever's already in there:

**APEX Elevated Language** — non-negotiable for any generated text or documentation:
- Student → Student-associate
- Teacher → Instructor
- Classroom (general) → Studio
- Classroom (science/medical) → Lab
- Classroom (construction/automotive) → Workshop
- Class (group of students) → Team
- Class (course) → Course
- Field trip → Tour

**Project identity:**
- Tool name: BPRM (Business Partner Relationship Manager)
- Program: Waukee APEX (Waukee Aspiring Professional Experience)
- Location: WILC (Waukee Innovation and Learning Center)
- Primary instructor: Russ Goerend
- Courses led by Russ: DCS, BSU

**Tech stack:**
- Database: Google Sheets — ID `15G8kZ64p_61y5NmLm23uP0G2A6lGODHe2isL4OamS0A`
- Interface: Slack — channel `#bprm-log`
- Automation: Make.com (free tier, ~1,000 ops/month)
- Intelligence: Claude API — model `claude-sonnet-4-20250514`

**Conventions:**
- Partner IDs are lowercase hyphenated slugs (e.g. `greenstate-cu`, `metro-health`)
- Project IDs follow `dcs_[name]` or `bs_[name]`
- Slack commands: `Update [partner-id]:`, `New partner:`, `Summary [partner-id]`, `Brief [partner-id]`, `Quick [partner-id]:`
- Bot responses always start with 🤖 (prevents automation loops)

**Sheet structure — Tab 1 (Partners) column order:**
`partner_id, partner_name, sector, status, website, notes_general, origin_type, origin_notes, relationship_vibe, last_interaction_date, created_date`

**Sheet structure — Tab 4 (Interactions) column order:**
`interaction_id, partner_id, project_id, date, type, logged_by, summary, sentiment, follow_up_needed, follow_up_notes, source`

**All course abbreviations:**
BSU, DCS, DWT, FBI, FIAS, CL, ETR, A&E, NGE, Auto, CNA, EHSM, ESS/SPORT, RES, EMT, AVS, GFS

**Five economic sectors:**
Financial · BizTech · Engineering · Human Services · Bioscience

**Relationship vibe values:** Thriving · Steady · Cooling · Needs Attention

**Sentiment values:** Positive · Neutral · Negative · Uncertain

That covers the vocabulary, the data model, and the conventions well enough that any future Claude Code session on this project won't need re-explaining from scratch.


The user wants me to add BPRM-specific technical details to memory. The elevated language and course abbreviations are already saved, so I should focus on what's new: the BPRM tech stack, conventions, sheet structure, and vocabulary values. I'll create a new memory file for the BPRM technical details and update MEMORY.md.


Write

---
name: bprm-technical
description: BPRM tech stack, data model, Slack conventions, and vocabulary — everything needed to work on the Business Partner Relationship Manager without re-explaining from scratch
metadata:
  type: project
---

**Tool name:** BPRM (Business Partner Relationship Manager)

## Tech Stack
- **Database:** Google Sheets — ID `15G8kZ64p_61y5NmLm23uP0G2A6lGODHe2isL4OamS0A`
- **Interface:** Slack — channel `#bprm-log`
- **Automation:** Make.com (free tier, ~1,000 ops/month)
- **Intelligence:** Claude API — model `claude-sonnet-4-20250514`

## Slack Commands
| Command | Purpose |
|---|---|
| `Update [partner-id]:` | Log an interaction |
| `New partner:` | Intake a new business partner |
| `Summary [partner-id]` | Generate partner one-pager |
| `Brief [partner-id]` | Pre-meeting brief on demand |
| `Quick [partner-id]:` | Minimal log with follow-up nudge |

Bot responses always start with 🤖 — prevents Make.com automation loops.

## Conventions
- Partner IDs: lowercase hyphenated slugs — e.g. `greenstate-cu`, `metro-health`
- Project IDs: `dcs_[name]` or `bs_[name]`

## Sheet Structure

**Tab 1 — Partners:**
`partner_id, partner_name, sector, status, website, notes_general, origin_type, origin_notes, relationship_vibe, last_interaction_date, created_date`

**Tab 4 — Interactions:**
`interaction_id, partner_id, project_id, date, type, logged_by, summary, sentiment, follow_up_needed, follow_up_notes, source`

## Controlled Vocabulary
- **Relationship vibe:** Thriving · Steady · Cooling · Needs Attention
- **Sentiment:** Positive · Neutral · Negative · Uncertain
- **Five economic sectors:** Financial · BizTech · Engineering · Human Services · Bioscience

## See also
[[project-apex-portfolio]] for the BPRM explainer HTML file (BPRM Master v2.html in /BPRM folder)


File created successfully at: /Users/russgoerend/.claude/projects/-Users-russgoerend-Desktop-Portfolio-HTMLs/memory/project_bprm_technical.md (file state is current in your context — no need to Read it back)

---
name: bprm-technical
description: "BPRM tech stack, data model, Slack conventions, and vocabulary — everything needed to work on the Business Partner Relationship Manager without re-explaining from scratch"
metadata:
  node_type: memory
  type: project
  originSessionId: a7c21f3f-80cb-4099-9fc9-4faecc86bcc5
---

**Tool name:** BPRM (Business Partner Relationship Manager)

## Tech Stack
- **Database:** Google Sheets — ID `15G8kZ64p_61y5NmLm23uP0G2A6lGODHe2isL4OamS0A`
- **Interface:** Slack — channel `#bprm-log`
- **Automation:** Make.com (free tier, ~1,000 ops/month)
- **Intelligence:** Claude API — model `claude-sonnet-4-20250514`

## Slack Commands
| Command | Purpose |
|---|---|
| `Update [partner-id]:` | Log an interaction |
| `New partner:` | Intake a new business partner |
| `Summary [partner-id]` | Generate partner one-pager |
| `Brief [partner-id]` | Pre-meeting brief on demand |
| `Quick [partner-id]:` | Minimal log with follow-up nudge |

Bot responses always start with 🤖 — prevents Make.com automation loops.

## Conventions
- Partner IDs: lowercase hyphenated slugs — e.g. `greenstate-cu`, `metro-health`
- Project IDs: `dcs_[name]` or `bs_[name]`

## Sheet Structure

**Tab 1 — Partners:**
`partner_id, partner_name, sector, status, website, notes_general, origin_type, origin_notes, relationship_vibe, last_interaction_date, created_date`

**Tab 4 — Interactions:**
`interaction_id, partner_id, project_id, date, type, logged_by, summary, sentiment, follow_up_needed, follow_up_notes, source`

## Controlled Vocabulary
- **Relationship vibe:** Thriving · Steady · Cooling · Needs Attention
- **Sentiment:** Positive · Neutral · Negative · Uncertain
- **Five economic sectors:** Financial · BizTech · Engineering · Human Services · Bioscience

## See also
[[project-apex-portfolio]] for the BPRM explainer HTML file (BPRM Master v2.html in /BPRM folder)


Edit

## bprm-technical
**File:** `project_bprm_technical.md`
**Description:** BPRM tech stack, data model, Slack commands, and controlled vocabulary
**Type:** project
**Summary:** Sheets ID `15G8kZ64p...`, Slack `#bprm-log`, Make.com, Claude API `claude-sonnet-4-20250514`. Partner IDs: lowercase slugs. Project IDs: `dcs_` or `bs_`. Vibe values: Thriving/Steady/Cooling/Needs Attention. Sentiment: Positive/Neutral/Negative/Uncertain.

---

## apex-courses


## bprm-technical
**File:** `project_bprm_technical.md`
**Description:** BPRM tech stack, data model, Slack commands, and controlled vocabulary
**Type:** project
**Summary:** Sheets ID `15G8kZ64p...`, Slack `#bprm-log`, Make.com, Claude API `claude-sonnet-4-20250514`. Partner IDs: lowercase slugs. Project IDs: `dcs_` or `bs_`. Vibe values: Thriving/Steady/Cooling/Needs Attention. Sentiment: Positive/Neutral/Negative/Uncertain.

---

## apex-courses

# Project Memory

This file indexes all saved memories for the Portfolio HTMLs project.

---

## project-apex-portfolio
**File:** `project_apex_portfolio.md`
**Description:** Overview of the Waukee APEX portfolio system — what files exist, how they connect, and the design system in use
**Type:** project
**Summary:** Standalone offline HTML/CSS/JS system for Waukee APEX student-associates. Key files listed. Design system: purple `#500778` + lime `#c4d600`, Inter font, fixed top nav, white cards. Built for Russ Goerend's DCS class. No git repo, no build tools.

---

## project-playbook-pattern
**File:** `project_playbook_pattern.md`
**Description:** The playbook sidebar UI pattern used across Video, Social Media, and Marketing Analytics playbooks
**Type:** project
**Summary:** Shared sidebar UI pattern (sticky sidebar, phase groups, step-btn/step-check, progress bar). Project switcher stores multiple projects in localStorage. Save-before-switch bug fixed. Callout CSS classes documented. Reference implementations: Marketing Analytics and Social Media playbooks.

---

## project-foundational-content
**File:** `project_foundational_content.md`
**Description:** Foundational "Before You Start" orientation pattern added to Marketing Analytics and Social Media playbooks
**Type:** project
**Summary:** Phase 0 pattern for zero-knowledge students: plain-English intro, glossary (8–10 terms), tool overview, access-limitation callout, finished-project description. Marketing Analytics expanded Metrics Plan + Analysis steps. Social Media expanded Content Creation + Publishing + added Performance Review checkpoint. Fixed missing `.callout-yellow`/`.callout-blue` CSS. Video Production Playbook predates this pattern.

---

## apex-program
**File:** `project_apex_program.md`
**Description:** Core facts about Waukee APEX — mission, history, WILC location, tools, professional expectations
**Type:** project
**Summary:** 10+ year program at WILC (295 SE Ashworth Rd, Waukee). Tools: Canvas, Slack, Gmail, Google Calendar. Business casual required. 5 & 10 Rule. Performance reviews (not tests). Instructors go by first names. Real clients, real deliverables. Dual college credit.

---

## apex-elevated-language
**File:** `user_apex_elevated_language.md`
**Description:** Required APEX terminology — always use these instead of generic school language
**Type:** user
**Summary:** Student→Student-associate, Teacher→Instructor, Classroom→Studio/Lab/Workshop, Class (group)→Team, Class (course)→Course, Field trip→Tour. Must use in ALL written content for this project.

---

## apex-dcs
**File:** `project_apex_dcs.md`
**Description:** How Russ's DCS course works — client project structure, self-selection, check-ins, micro-deliverables
**Type:** project
**Summary:** Business partners pitch projects; student-associates self-select into teams; semester spent on real deliverables. Monday/Friday check-ins. Start with micro-deliverable. Portfolio captures evidence of this real work.

---

## apex-staff
**File:** `project_apex_staff.md`
**Description:** WILC staff list with roles, studio numbers, and emails (2024–2025 manual — may be outdated)
**Type:** project
**Summary:** Kathleen Sender = WILC Program Director (Russ's boss). Michelle Hill = Director of Work-Based Learning. Russ in Studio The Hue #111. Key colleagues: Jesse Hunt (Finance), Tyler Wright (Engineering), Ashley Prieksat (DWT). Russ noted list needs updating.

---

## apex-alumni
**File:** `project_apex_alumni.md`
**Description:** Notable APEX alumni and outcomes from the 2025 Alumni LookBook
**Type:** project
**Summary:** Alumni span all pathways: Sheldon Fox (PIMCO/Capital Group NYC), Ella Titus (fashion designer LA), Vivian Le (NBC/TODAY photographer — also named APEX), Jack Sieleman (NASA), Meaghan Greteman (med school). Real client projects documented.

---

## apex-courses
**File:** `project_apex_courses.md`
**Description:** All 17 APEX courses with abbreviations and sectors — for BPRM Lookup tab, system prompts, anywhere courses are referenced
**Type:** project
**Summary:** 17 courses, 5 sectors. BizTech: BSU, DCS, DWT. Financial: FBI, FIAS. Engineering: CL, ETR, A&E, NGE, Auto. Human Services: CNA, EHSM, ESS/SPORT, RES, EMT. Bioscience: AVS, GFS. Russ teaches BSU + DCS.

---

+**Description:** BPRM tech stack, data model, Slack commands, and controlled vocabulary

+**Summary:** Sheets ID `15G8kZ64p...`, Slack `#bprm-log`, Make.com, Claude API `claude-sonnet-4-20250514`. Partner IDs: lowercase slugs. Project IDs: `dcs_` or `bs_`. Vibe values: Thriving/Steady/Cooling/Needs Attention. Sentiment: Positive/Neutral/Negative/Uncertain.


Saved. The BPRM tech stack, data model, Slack commands, and all controlled vocabulary are now in memory. Any future session that touches the BPRM will have full context without you needing to re-paste it.


Thank you!


You're welcome! You've got a solid memory foundation built up now — elevated language, full course list with abbreviations, staff, DCS project structure, BPRM technical details, alumni context, the works. Future sessions should feel a lot more grounded from the start.