Guides
Junior Consultant Tasks

Junior Consultant Tasks

Marching orders for documentation and knowledge base work. Complete these tasks in order.

Phase 1: Inventory & Audit (Week 1-2)

Task 1.1: Project Discovery

Goal: Document every project in ~/dev

# Run this to find all projects
ls -la ~/dev | grep -v node_modules
 
# Find all package.json files
find ~/dev -maxdepth 2 -name "package.json" -type f 2>/dev/null

Deliverable: Create ~/dev/aicr/docs/inventory/projects.json

{
  "projects": [
    {
      "name": "project-name",
      "path": "~/dev/project-name",
      "type": "app|package|service",
      "hasClaudeMd": true,
      "vercelConnected": true,
      "port": 3000,
      "description": "Brief description"
    }
  ]
}

Task 1.2: CLAUDE.md Audit

Goal: Ensure every project has a quality CLAUDE.md

For each project:

  1. Check if CLAUDE.md exists
  2. If yes, review for completeness
  3. If no, create one following template below

Template:

# [Project Name]
 
## What is this?
[One paragraph description]
 
## Architecture
[Key directories and their purposes]
 
## Key Files
- `file1.ts` - Purpose
- `file2.ts` - Purpose
 
## Commands
```bash
pnpm dev    # Start development
pnpm test   # Run tests
pnpm build  # Build for production

Environment Variables

  • VAR_NAME - Description

Dependencies

  • Depends on: [other projects]
  • Used by: [projects that use this]

### Task 1.3: Environment Variable Mapping
**Goal**: Document all environment variables across projects

**Deliverable**: Create `~/dev/aicr/docs/inventory/env-vars.json`
```json
{
  "variables": [
    {
      "name": "OPENAI_API_KEY",
      "projects": ["aicr", "intelligentspm"],
      "source": "vercel",
      "required": true,
      "description": "OpenAI API key for AI features"
    }
  ]
}

Phase 2: Documentation Content (Week 3-4)

Task 2.1: API Documentation

Goal: Document all API endpoints

For each API route:

  1. Find route files (app/api/**/route.ts)
  2. Document: method, path, request body, response
  3. Add to docs site

Location: ~/dev/aicr/apps/docs/pages/api-reference/

Task 2.2: Architecture Diagrams

Goal: Create visual documentation

Tools to use:

  • Mermaid (built into docs site)
  • ASCII diagrams for CLAUDE.md files

Required diagrams:

  1. Overall ecosystem architecture
  2. Data flow between projects
  3. AI request routing
  4. Database relationships

Task 2.3: Troubleshooting Guide

Goal: Document common issues and solutions

Deliverable: ~/dev/aicr/apps/docs/pages/guides/troubleshooting.mdx

Common issues to document:

  • "Cannot connect to database"
  • "API key not working"
  • "Ollama not responding"
  • "Vercel deployment failed"
  • "CORS errors"

Phase 3: Knowledge Base (Week 5-6)

Task 3.1: Review SPM Knowledge Cards

Goal: Audit and improve knowledge base content

  1. Review all 929 cards in:

    ~/dev/intelligentspm/src/data/spm-kb-cards.json
  2. For each card, check:

    • Content accuracy
    • Proper categorization
    • Complete information
    • Correct formatting
  3. Document gaps in spreadsheet

Task 3.2: Add Missing Content

Goal: Fill gaps identified in audit

Categories to ensure coverage:

  • Sales Performance Management fundamentals
  • Incentive Compensation Management
  • Sales Governance
  • Territory Management
  • Quota Management
  • Commission calculations

Task 3.3: Embedding Quality Check

Goal: Ensure RAG system works correctly

  1. Test queries against AskSPM
  2. Document queries that return poor results
  3. Identify content gaps from failed queries

Progress Tracking

Create a daily log at ~/dev/aicr/docs/inventory/progress.md:

# Progress Log
 
## 2026-01-27
- [ ] Task 1.1: Found 20 projects
- [ ] Task 1.2: 5/20 CLAUDE.md files reviewed
- Notes: [observations]
 
## 2026-01-28
...

Completion Criteria

Phase 1 Complete When:

  • All projects documented in projects.json
  • All projects have CLAUDE.md
  • All env vars mapped

Phase 2 Complete When:

  • All API endpoints documented
  • Core architecture diagrams created
  • Troubleshooting guide covers top 10 issues

Phase 3 Complete When:

  • All 929 cards reviewed
  • Gap analysis complete
  • 10 test queries return quality results

Questions?

  • Check existing docs first
  • Use Claude Code with project CLAUDE.md
  • Escalate blockers immediately
  • Weekly sync with team lead