# Brightmoor Education — run of show

The full run sheet is in **`run-of-show-brightmoor.md`**. Summary of what it is and the calls I made:

## The run (3.5 hrs, ~150 min hands-on)

| Time | Block |
|---|---|
| 10:00 | Kickoff — 8 min, logistics + the day's promise only |
| 10:08 | First prompt (NetSuite export → revenue by campus vs. budget) + Cowork vs. chatbot, Talk/Jam/Make/Tune, tie-out rule, ASK ladder |
| 10:30 | **Build 1 — Leadership dashboard (HTML) from Excel**, Tune scripted to Dana's asks: horizontal bar, add filter, data check; publish via SharePoint/Drive |
| 11:15 | Break |
| 11:25 | **Build 2 — Month-end analysis, Excel in → Excel out**: flux/variance + Flags tab for everyone, then a job track (payroll rec / bursar AR aging / strat-fin re-forecast), then a 10-min Claude in Excel segment |
| 12:10 | **Build 3 — Monthly review deck from their template**, Tune = "mirror this chart ×5" and "five tables → five slides" |
| 12:50 | Make it repeatable — save a `month_end_instructions.md`, live re-run on a March file, Snowflake as the next step |
| 13:05 | Three volunteer shares + wrap (moves, not ideas) |

## Decisions worth knowing about

- **Cut:** Claude Code in any form, Plan Mode, GitHub, deployment, open build time, breakouts, "why now" framing, the ASCII map. Opener is now an Excel pivot from the GL export — same teaching point (reads files, runs code), but it's real work.
- **Added a third build** (the deck) because it's the single highest-value item from the call (~8 hrs/month for one person). The three builds chain on the same dataset so nobody is re-orienting.
- **Trust is handled as a procedure, not a talk:** every build ends with a tie-out tab; Build 2 includes the three checks they should do every time.
- **Claude in Excel vs. Cowork** gets one explicit rule: in-workbook with live formulas → Excel add-in; across files or producing something new → Cowork.
- **Data is NetSuite-shaped**: GL transaction detail with Account/Location/Department/Class columns, NetSuite-style budget and forecast exports, a payroll register, a student AR aging, and a deck template mirroring Dana's format. Full spec in Appendix A; I can generate the actual files next.

## Assumptions (also in Appendix C)

- 10:00 start, remote on Zoom, Every supplies the TAs (Brightmoor declined).
- Claude in Excel add-in availability unconfirmed — falls back to a Mike-only demo if not enabled.
- Snowflake connector is optional throughout; Greg's controller prep call may swap a Build 2 track; template fidelity is framed as "the loop, not a one-shot," matching what was said on the call.