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Lesson 6.2 · Learning path 06

Organisational memory: making knowledge outlive the chat and the analyst

What must be documented so that a conclusion can be understood, discussed and updated months later?

You take away a knowledge sheet with traceability and a version log.

≈ 30 min · Intermediate

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Saving files is not the same as preserving intelligence

A folder of presentations, emails, prompts and newsletters is an archive; it may not be operational memory. To reuse a conclusion you need to reconstruct its provenance: which question it tried to answer, which sources were consulted, when, which criteria were applied, which alternative hypotheses were considered and which decision was made. Without that trail, an answer that is correct today can become an obsolete claim tomorrow.

We distinguish four objects that should be stored without mixing them:

  1. Evidence: a primary document or record, its date, provenance, link and limitations.
  2. Interpretation: a human or AI-assisted inference, its author, date and reasoning.
  3. Product: the version delivered to an audience, with an explicit snapshot in time.
  4. Decision and learning: the action taken, the conditions observed and the outcome when it can be measured.

You do not need to deploy a sophisticated repository to get started. A well-governed spreadsheet, a shared folder and naming conventions are enough for an initial memory. The right tool depends on confidentiality, size, permissions and availability.

Interactive · Classify

Four objects that must not be mixed

Classify each item in the file.

Activity: classify items as evidence, interpretation, product or decision and learning.

Versioning is a promise of honesty

Living intelligence is not “silently corrected” as if no other conclusion had ever existed. A minimum history is kept: product ID, version, cut-off date, changes since the previous version, sources added or removed, interpretation modified, review owner and next update date.

Company A example:

  • v1, 15/01: two preliminary research signals. Hypothesis: technical exploration; do not decide on an investment.
  • v2, 15/03: one documented pilot test. Confidence changes that bounded operational validation exists; scale-up is still unproven.
  • v3, 15/06: comparable operating data appears. The pilot assessment is reopened.

The value does not lie in the first answer having been “right”, but in being able to explain which evidence justified changing it.

A versioned conclusion: new evidence changes the conclusion without erasing the previous one (fictional case).

Interactive · Timeline

A conclusion that evolves without erasing its history

Click each version to see what evidence justified the change.

Timeline of versions v1, v2 and v3 of a Company A conclusion.

What to do with AI and prompts

A prompt is an instruction, not a source. It is worth keeping the version of the methodology, the authorised inputs, the model or tool used when relevant, and the execution date. But an AI output does not automatically become primary evidence: it must link to verifiable records. Nor should confidential information be entered into external systems without the organisation’s authorisation and an assessment of their processing terms.

An additional risk is false memory: if an assistant summarises an earlier document with an error and that summary is reused as if it were a source, the error can accumulate. Every relevant product must allow you to go back to the original evidence.

Do it yourself

Do it yourself · Design a memory sheet

Take a conclusion from learning path 05. Assign an ID and version; link two pieces of evidence (or state “not available”), describe an alternative hypothesis, record the cut-off date and an event that would force an update. Simulate a new piece of evidence and write a change log in three sentences: “what we know now”, “which conclusion changes” and “what remains uncertain”.

Deliverable: a knowledge sheet with traceability and a version log.

R06 · Evidence

Log of signals and evidence

Distinguish observation, source and interpretation.

See the template →
R14 · Intelligence product

Intelligence product specification and briefing

Define the need and deliver actionable conclusions.

See the template →

Your work

It is saved only in this browser; nothing is sent to Innguma. You can download it when you finish. Do not enter confidential information.

Check it · self-assessment

Check your memory sheet

This part needs professional judgement: there is no automatic marking. Complete your work in the practice, rate it with the lesson's rubric and compare it with the indicative solution.

What your answer should include

  • ID, version, cut-off date and two pieces of evidence (or "not available").
  • An alternative hypothesis and an event that would force an update.
  • The change log explains what we know now, what changes and what remains uncertain.
  • Another person can reconstruct v1 and v2 without contacting the author.
Self-assessment rubric (0–2 per criterion)

Educational assessment: it does not audit UNE conformity.

Indicative solution

P-NOR-004 v1 keeps the date, the query, the source and the limits; v2 adds evidence from a pilot test and changes "research only" to "bounded operational validation" without attributing scale-up.

Mistake to avoid: Overwriting v1 without recording the reason, or citing an LLM output as a primary source.

Illustrative solution for a fictional case: reasoned alternatives are valid.

Retrieval test · A conclusion that ages

Fictional file, Company A, P-NOR-004. In v1 the conclusion is “research and an announced pilot are observed; broad adoption is not demonstrated”. In v2 a pilot assessment adds a documented operating condition. The new information does not justify replacing “not demonstrated” with “adoption confirmed”. The level of detail must be modified, the limited conclusion kept and what is unknown explained.

Memory field v1 v2
Cut-off date Day 0 (simulated) Day 30 (simulated)
Primary source N1, pilot announcement N1 + N2, technical datasheet
Interpretation Exploratory activity Activity and limited testing
Acknowledged change Initial version Technical evidence added; no scale-up data
Next review condition Operating data Comparable, independent results

Replacement exercise: another person, with no access to the author, must retrieve the original, reconstruct why v1 changed, tell the inference apart from the source and locate the access permissions. If they cannot, the memory is an archive that is hard to audit. The deletion or correction of personal data must be handled under the applicable retention policy, not as an exception to traceability.

References and limits

This lesson cites no external sources. It develops the Academy method from Innguma's training material.

  • Company A is a fictional case: its data, companies and figures do not describe real markets or organisations.
  • The indicators and rubrics are educational instruments, not measured results of Innguma or its clients.

Library · R06

Log of signals and evidence

Putting it into practice? Download template R06 · Log of signals and evidence and fill it in with your case.