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Integral Theory and AQAL Protocol Template

Integral Theory and AQAL Protocol Template​

Use this template to design any new course or module in this repository. It operationalizes the canonical quality protocol specifically for Integral Theory and AQAL.

Canonical references:

  • docs/maps/aqal-label-crosswalk.md
  • docs/quality/instructional-design-protocol.md
  • docs/quality/evidence-vetting-checklist.md
  • docs/quality/peer-review-sop.md
  • docs/safety/shadowwork-safety-standard.md

How to Use​

  1. Copy this file to a new protocol doc under docs/implementation/.
  2. Replace placeholders and remove unchecked options.
  3. Link the final protocol from the related issue and pathway docs.

Module End-of-Page Progression CTA (Required)​

When authoring module files under docs/modules/, include the reusable NextStep CTA at the bottom of the module body:

import NextStep from '@site/src/components/NextStep';
<NextStep
  nextTitle="Rational/Orange Stage Orientation"
  nextLink="/docs/modules/rational-orange-orientation"
  reflectLink="/docs/reflections/daily-template"
  message="You completed this module. The next step in your path is below."
/>

If nextTitle and nextLink are omitted, the component falls back to the module-path mapping in src/components/NextStep/index.js.

0) Course Metadata​

  • Course/Module title:
  • Audience profile:
  • Duration:
  • Delivery mode (self-guided, cohort, facilitator-led):
  • Required facilitators (if any):
  • Related backlog issue(s):

0.1 Language and Accessibility Layer (Editorial)​

Use dual-layer terms in learner-facing content where helpful:

  • Where (Quadrants)
  • Depth (Levels)
  • Skills (Lines)
  • Experience (States)
  • Style (Types)

4-path framing is optional, not mandatory:

  • Growing Up
  • Waking Up
  • Cleaning Up
  • Showing Up

Target audience language profile (for example Amber-friendly, Orange-analytic, Green-dialogic):

  • Profile:
  • Accessibility rationale:
  • Terms to prefer:
  • Terms to avoid:

1) Strategic Intent (Why)​

1.1 Target transfer outcome​

Define the real-world performance outcome:

  • Learner will be able to:
  • Context where skill is applied:
  • Observable success signal:

1.2 Andragogy + Connectivism design choice​

  • Self-direction mechanism:
  • Immediate relevance/application mechanism:
  • Problem-solving task framing:
  • Networked learning mechanism (peer, expert, community):

2) AQAL Mapping (Required)​

2.1 Quadrants (I, We, It, Its)​

QuadrantTarget CompetencyLearning ActivityEvidence of Mastery
I
We
It
Its

2.2 Levels​

  • Entry level assumptions:
  • Progression markers:
  • Mastery threshold:

If target includes Amber-oriented learners:

  • Strengths-first framing used (duty, reliability, role clarity, contribution):
  • Transition framing used ("add" or "expand" rather than "replace"):

2.3 Lines​

List explicit developmental lines used:

  • Cognitive:
  • Emotional:
  • Moral:
  • Interpersonal:
  • Somatic:
  • Spiritual/Meaning:

2.4 States​

  • Target state(s):
  • State preparation requirements:
  • State integration/debrief method:

2.5 Types​

  • Type/adaptation assumptions (for example, introvert/extravert processing options):
  • Alternative pathways for style differences:

3) Cognitive and Presentation Protocol (How)​

3.1 Microlearning design​

  • Lesson count:
  • Average lesson duration (target 3-5 min):
  • One-concept-per-lesson mapping:

3.2 Multimedia coherence​

  • Removed extraneous visuals/text:
  • Critical visuals retained and why:

3.3 Interactivity​

  • In-line question points:
  • Progression lock points:
  • Feedback model:

3.4 Accessibility (WCAG 2.2)​

  • Alt text plan:
  • Captions/transcripts plan:
  • Contrast/legibility checks:
  • Keyboard and screen reader checks:

4) Retention Architecture​

4.1 Retrieval practice​

  • Retrieval at 24h:
  • Retrieval at 72h:
  • Retrieval at 7d:

4.2 Interleaving​

  • Early pattern (for novices):
  • Advanced pattern:
  • Rationale for switching threshold:

4.3 LMS gating​

  • Activity completion rule:
  • Restricting access rule:
  • Mastery threshold for advancement:

4.4 Optional 4-Path Matrix (Editorial)​

Use when it improves learner clarity. Leave blank if not used.

PathAQAL mappingLevel/Line fitLearning activity
Growing Up
Waking Up
Cleaning Up
Showing Up

5) Assessment and Bias Control​

5.1 Performance-based assessment​

  • Primary PBA task:
  • Rubric dimensions:
  • Passing threshold:

5.2 Objectivity controls​

  • Blind grading enabled:
  • Multi-assessor criteria:
  • Calibration process:

5.3 Integrity controls​

  • Citation expectations:
  • Novel-task anti-plagiarism strategy:
  • Analytics anomaly checks:

6) Safety and Facilitation​

6.1 Emotional-intensity classification​

  • Tier (1/2/3):
  • Contraindications:
  • Stop rules:
  • Grounding alternatives:
  • Escalation path:

6.2 Human boundary​

Mark required human actions:

  • Recruitment/consent
  • Live facilitation
  • Safety escalation
  • Final interpretation of sensitive outcomes

7) Evidence and Review​

7.1 Evidence table​

ClaimSourceEvidence Quality TierCaveat

7.2 Peer review plan​

  • Method reviewer:
  • Instruction reviewer:
  • Safety reviewer:
  • Approval owner:

8) Acceptance Checklist (Pre-Launch)​

  • AQAL mapping completed across all five dimensions.
  • Dual-layer language (friendly + canonical) is applied in learner-facing sections where useful.
  • Learn/Practice/Reflect/Assess/Integrate structure present.
  • Retrieval + spacing/interleaving are explicitly designed.
  • Evidence checklist completed and citations verified.
  • Safety standard applied (if emotionally intense content exists).
  • Accessibility checks pass WCAG 2.2 criteria.
  • Human-required steps are assigned to named owners.

Optional checks:

  • 4-path framing included where it improves accessibility.
  • Amber language profile check completed where relevant.