The Methodology Handbook is the institution's working document — the manual a practitioner consults inside a live engagement. Where the Standard sets out the principles and the Body of Knowledge defines the canon, the Handbook describes the work in operational form.
The Handbook is reviewed quarterly by the Head of Practice with material amendments ratified by the Methodology Council. Tier II — Restricted (internal distribution to credentialed practitioners only).
Every working profession has a manual that no one outside the profession reads. The Handbook is ours. It sits between principle and practice, and it is the document the institution consults when a new engagement raises a question the Body of Knowledge does not directly answer.
The Handbook is organised around the eight domains of the Body of Knowledge but treated operationally. Each chapter contains procedure-level guidance.
Operational guidance for engagements led against ChatGPT, Google AI, Perplexity, Claude, Gemini — the working differences as the institution observes them, current to the Edition.
Step-by-step procedure for canonical entity record creation; cross-graph reconciliation checklists; common error patterns and remediations.
How the Citation Engine is run inside a live engagement; editorial outreach standards; Source Register tier classification in practice.
Schema.org by entity type, with the institution's preferred subtypes per vertical; FAQPage, HowTo, Article, Service, MedicalBusiness, ProfessionalService applied accurately.
The institution's voice — composed, restrained, evidence-led — applied at the page level; passage-level citability rewriting procedure.
Compliant review acquisition; ongoing editorial cultivation; prompt-set instrumentation procedure across systems.
How the Vertical Playbooks are applied inside an engagement; cross-vertical engagement structure; regulator-anchored verticals procedure.
Conflicts Register procedure; disclosure and walling; complaint handling; the Standards Committee process.
The Handbook is held under Tier II classification and distributed to credentialed practitioners only. Engagement subjects do not receive it.
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