The playbook helps agree patterns, roles and routines without turning them into a rigid recipe.
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
- Sources → judgment → practice → transfer
Embody
(R)Evolve
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
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 MontañoChief Empowerment Officer
Daniel ZuluagaChief Efficiency Officer
Germán SepúlvedaChief Ecosystem Officer
Katherine OquendoChief Enablement Officer
What you will find
A complete view of the system before going deeper.
- Three movements: acquire, retrieve and review.
- A protocol to separate fluency from evidence.
- Prompts, workflows, routines and tools to execute.
Learning assistants
Simple roles for research, practice and review without outsourcing judgment.
Audit, rewrite and improve prompts with method and traceability.
Open GPTChatGPT · Custom GPTStudy AssistantTurn a topic into practice, retrieval, assessment and a study plan.
Open GPTChatGPT · Custom GPTResearch BlueprintDefine questions, hypotheses, sources and criteria before research.
Open GPT10 progress scales
Locate current evidence before choosing the next practice.
- 0–2: recognise, question and map.
- 3–5: explain, apply and compare.
- 6–9: defend, teach, adapt and renew.
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.
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.
Three frameworks
Organise what exists, what you can do and how consistently you can do it.
- Body of Knowledge: concepts, relationships and sources.
- Capability model: actions you can perform.
- Maturity model: repeatability, evidence and limits.
Six study techniques
Useful practices when connected to purpose and evidence.
- Retrieval and spaced practice.
- Interleaving and elaboration.
- Dual coding and concrete examples.
Apprehend
Retain enough to retrieve, apply and defend without relying on the prompt.
- Explain without notes and find where understanding breaks.
- Produce a project, pitch, presentation or test.
- Use feedback to correct the mental model.
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.
Integrity protocol
Trust comes from tracing what supports every claim.
- Do not invent data or citations.
- Do not treat model agreement as independent evidence.
- Declare unknowns and stop when authority is missing.
(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.
Method tools
Choose the smallest combination that supports research, practice and verification.
- A conversational AI to structure the research plan.
- NotebookLM for working with a source base.
- The open skill to repeat the workflow with guardrails.
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.
High-performance prompts
Fourteen entry points for research, checking, practice and transfer.
Learning workflows
Three indicative paths; time varies by topic and iteration.
- Essential practice: about 30 minutes.
- Ten-step route: 1 to 2 hours.
- Extended route: 2 to 4 hours.
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.
Learning standards
Practice ends when reviewable evidence exists, not when content was consumed.
- Method first; tool second.
- Sources before certainty.
- Explain, apply and transfer before declaring progress.
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.
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.
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 4.0Standardization supports shared learning; it does not hide professional judgement.