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ConoceNivel 0 · by MetodologIAGo to MetodologIA
Class 01 · Playbook

Turn the method into a shared working standard.

Isolated good practices disappear when everyone improvises sources, instructions and reviews.

Reading map
19 chapters · 4 phases
A²(R)E — Learn, Apprehend, (R)Evolve
Sources → judgment → practice → transfer
A²(R)E — Learn, Apprehend, (R)Evolve
Learn
Embody
(R)Evolve

The playbook helps agree patterns, roles and routines without turning them into a rigid recipe.

Select chapters by operating risk, assign owners and adapt each pattern to the actual workflow.

The standard must show who decides, what is verified and how exceptions are recorded.

Complete index22
Letter from the founders

Four perspectives. One method.

We created MetodologIA to close the distance between wanting to move forward and knowing how. Learning is not collecting answers; it is asking better questions, working from sources and producing reviewable evidence.

Empowerment, efficiency, ecosystem and enablement meet here. This playbook does not promise automatic mastery; it offers a structure to understand, practise, verify and decide what to keep or change.

  • Javier MontañoJavier MontañoChief Empowerment Officer
  • Daniel ZuluagaDaniel ZuluagaChief Efficiency Officer
  • Germán SepúlvedaGermán SepúlvedaChief Ecosystem Officer
  • Katherine OquendoKatherine OquendoChief Enablement Officer
01
Chapter 01

What you will find

A complete view of the system before going deeper.

Grid of options with one highlighted depth.
  • Three movements: acquire, retrieve and review.
  • A protocol to separate fluency from evidence.
  • Prompts, workflows, routines and tools to execute.
02
03
Chapter 03

10 progress scales

Locate current evidence before choosing the next practice.

Capability ladder: from first practice to your own judgement.
  • 0–2: recognise, question and map.
  • 3–5: explain, apply and compare.
  • 6–9: defend, teach, adapt and renew.
04
Chapter 04

Learning modes

One structure can support learning, updating, changing fields or working together.

  • Self-learning with personal evidence.
  • Upskilling and reskilling tied to a real outcome.
  • Collaborative learning with shared sources and criteria.
05
Chapter 05

The fluency illusion

A fluent answer is not necessarily correct or sufficient.

  • Request citations and open the source.
  • Separate facts, inferences and gaps.
  • Test through retrieval, application and contrast.
06
Chapter 06

Three frameworks

Organise what exists, what you can do and how consistently you can do it.

Governance columns: roles, criteria and review.
  • Body of Knowledge: concepts, relationships and sources.
  • Capability model: actions you can perform.
  • Maturity model: repeatability, evidence and limits.
07
Chapter 07

Six study techniques

Useful practices when connected to purpose and evidence.

  • Retrieval and spaced practice.
  • Interleaving and elaboration.
  • Dual coding and concrete examples.
08
Chapter 08

Apprehend

Retain enough to retrieve, apply and defend without relying on the prompt.

Workbook cycle: prepare, practise in class and consolidate.
  • Explain without notes and find where understanding breaks.
  • Produce a project, pitch, presentation or test.
  • Use feedback to correct the mental model.
09
Chapter 09

Deep research with AI

Research begins with the plan, not the tool.

  • Declare purpose, scope, tensions and criteria.
  • Prioritise primary sources and real diversity.
  • Synthesize with citations, residual risk and the next decision.
10
Chapter 10

Integrity protocol

Trust comes from tracing what supports every claim.

Shield of limits keeping decisions and data under human control.
  • Do not invent data or citations.
  • Do not treat model agreement as independent evidence.
  • Declare unknowns and stop when authority is missing.
11
Chapter 11

(R)Evolve

Reviewing what you learned also means releasing what no longer serves.

  • Keep what remains useful.
  • Update what is valuable but incomplete.
  • Replace or retire obsolete knowledge with a documented reason.
12
Chapter 12

Method tools

Choose the smallest combination that supports research, practice and verification.

Toolkit with assistants ready to try.
  • A conversational AI to structure the research plan.
  • NotebookLM for working with a source base.
  • The open skill to repeat the workflow with guardrails.
13
Chapter 13

NotebookLM

A space for conversing with selected sources and reviewing citations.

  • Centralise only sources you are allowed to use.
  • Configure a teacher, advisor or coach for the purpose.
  • Check responses against sources; the interface does not guarantee accuracy.
14
15
Chapter 15

Learning workflows

Three indicative paths; time varies by topic and iteration.

Connected steps that end in a repeatable result.
  • Essential practice: about 30 minutes.
  • Ten-step route: 1 to 2 hours.
  • Extended route: 2 to 4 hours.
16
Chapter 16

Suggested routines

Cadence sustains the method better than a single session.

  • Daily curiosity: record one useful question.
  • Weekly apprehension: retrieve and explain without notes.
  • Periodic audit: review currency, usefulness and gaps.
17
Chapter 17

Learning standards

Practice ends when reviewable evidence exists, not when content was consumed.

Diagnosis map: a challenge observed before choosing the intervention.
  • Method first; tool second.
  • Sources before certainty.
  • Explain, apply and transfer before declaring progress.
18
Chapter 18

Essential glossary

Ten concepts for a shared language.

  • Research plan · verifiable questions, sources and criteria.
  • BoK · a map of knowledge and sources.
  • Apprehend · retrieve and apply without dependency.
  • Triangulation · contrast independent evidence.
  • Sufficiency · evidence adequate to purpose and risk.
  • Teach-back · explain to reveal understanding.
  • Skill · reusable instructions and resources for a capability.
  • Prompt · an executable instruction for AI.
  • Primary source · evidence close to the fact or authority.
  • coverage_gap · a declared gap that prevents closure.
19
Chapter 19

Frequently asked questions

Short answers before you begin.

  • Do I need a paid plan? Essential practice can work without one; provider conditions change.
  • Does AI learn for me? No. It structures, proposes and supports review; understanding and decisions remain human.
  • Can I use any source? Only authorised, relevant and traceable sources.
  • When do I stop? When evidence is sufficient for the purpose and residual risk is declared.
A²(R)E — Learn, Apprehend, (R)EvolveMetodologIA · Learn, Apprehend, (R)Evolve

The method begins when you use it.

Choose a real topic, open the workbook and produce the first evidence.

main · e23b9a3 · CC BY-NC-SA 4.0
Define shared pattern

Standardization supports shared learning; it does not hide professional judgement.