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Expert Portfolio Template

Use this template to document your Expert-level portfolio items: architecture leadership, technical presentations, and mentorship.


Part 1: Architecture Leadership

Project: [Name]

Timeline: [Start - End dates]

Role: [Lead Architect / Technical Lead / etc.]

Team Size: [Number of people involved]

Complexity Level: [Why this qualifies as "complex"]


1.1 Project Overview

Business Context:

[What business problem was being solved? Why did it need AI?]

Technical Complexity:

[What made this architecturally challenging?]
- Multiple integrations?
- Scale requirements?
- Novel patterns?
- Conflicting constraints?

My Role:

[What architectural decisions were you responsible for?]

1.2 Architecture

High-Level Design:

[ASCII diagram or detailed description of the system architecture]

Example:
┌─────────────────────────────────────────────────────────────┐
│ API Gateway │
└─────────────────────────────────────────────────────────────┘

┌───────────────┼───────────────┐
▼ ▼ ▼
┌─────────┐ ┌─────────────┐ ┌──────────┐
│ Agent │ │ RAG Service │ │ Direct │
│ Router │ │ │ │ LLM │
└─────────┘ └─────────────┘ └──────────┘
│ │ │
▼ ▼ ▼
[Tool APIs] [Vector DB] [Response]

Periodic Table Elements:

ElementRole in ArchitectureWhy This Element
[e.g., Ma][Multi-agent orchestration][Needed specialized agents for different domains]
[e.g., Ft][Fine-tuned model for X][Domain knowledge couldn't be retrieved effectively]
[e.g., Rt][Red team testing][High-stakes decisions required security validation]

1.3 Key Architectural Decisions

Decision 1: [Title]

AspectDetail
Context[What situation required this decision?]
Options[What alternatives did you consider?]
Decision[What did you choose?]
Rationale[Why?]
Tradeoffs[What did you give up?]
Outcome[How did it work out?]

Decision 2: [Title] Repeat pattern

Decision 3: [Title] Repeat pattern


1.4 Challenges and Navigation

Challenge 1: [Title]

Situation: [What was the problem?]
Impact: [What was at stake?]
Approach: [How did you navigate it?]
Resolution: [What happened?]
Learning: [What did this teach you?]

Challenge 2: [Title] Repeat pattern


1.5 Results and Impact

Technical Outcomes:

MetricResult
[e.g., System reliability][e.g., 99.9% uptime achieved]
[e.g., Response latency][e.g., p95 < 3s under load]
[e.g., Cost per query][e.g., $0.02 average, 40% below budget]

Business Outcomes:

OutcomeImpact
[e.g., User adoption][e.g., 500+ daily active users]
[e.g., Time saved][e.g., 10 hours/week per analyst]

Team Outcomes:

OutcomeImpact
[e.g., Knowledge transfer][e.g., 3 team members now independent on AI systems]
[e.g., Reusable patterns][e.g., Created RAG template used by 2 other projects]

Part 2: Technical Deep-Dive Presentation

Presentation: [Title]

Date Presented: [When]

Audience: [Who attended]

Duration: [How long]


2.1 Topic Selection

Why this topic?

[What made this worth presenting? What unique insight did you offer?]

Learning objectives:

  1. [What should attendees understand after?]
  2. [Skill or concept #2]
  3. [Skill or concept #3]

2.2 Content Summary

Key Points:

  1. [Point 1 Title]

    [Summary of this section]
  2. [Point 2 Title]

    [Summary of this section]
  3. [Point 3 Title]

    [Summary of this section]

Original Insights:

[What did you contribute that wasn't just summarizing existing knowledge?]

2.3 Materials

  • Slides: [link or "available on request"]
  • Recording: [link or "available on request"]
  • Demo code: [link or "available on request"]
  • Follow-up resources shared: [list]

2.4 Feedback

Attendee feedback:

[Summarize or quote feedback received]

Self-assessment:

[What went well? What would you improve?]

Part 3: Mentorship

Mentee: [Name or Anonymous Identifier]

Duration: [Start - End]

Starting Point: [Where were they in their journey?]

Goal: [What were you helping them achieve?]


3.1 Mentorship Approach

How did you structure the mentorship?

[Describe your approach: regular meetings, project-based, etc.]

What resources did you provide?

  • [Resource 1]
  • [Resource 2]
  • [Resource 3]

How did you adapt to their needs?

[Describe how you adjusted your approach based on their learning style]

3.2 Mentee Progress

Milestones Achieved:

MilestoneDateEvidence
[e.g., Completed Foundation elements][Date][How demonstrated]
[e.g., Built first RAG system][Date][Project/demo]
[e.g., Shipped production feature][Date][What was deployed]
[e.g., Passed Practitioner assessment][Date][Assessment complete]

3.3 Reflection on Mentorship

What worked well?

[Describe effective aspects of your mentorship]

What was challenging?

[Describe difficulties and how you addressed them]

What did you learn?

[How did mentoring change your own understanding?]

Mentee's feedback (if available):

[Quote or summarize their perspective]

Expert Self-Assessment

Before submitting, confirm:

Architecture Leadership

  • Project demonstrates genuine complexity (not just scale)
  • Decisions show strategic thinking, not just implementation
  • Challenges required judgment, not just problem-solving
  • Impact is measurable and significant

Technical Presentation

  • Topic advances collective knowledge
  • Includes original insight or analysis
  • Delivered to peers (not just beginners)
  • Feedback was substantive

Mentorship

  • Mentee progressed measurably
  • Adapted approach to mentee's needs
  • Mentee reached Practitioner level
  • Reflected on what you learned

Overall Expert Qualities

  • Demonstrated strategic AI thinking
  • Elevated others' capabilities
  • Contributed to organizational knowledge
  • Showed humility about limitations

Expert isn't about knowing everything—it's about leading effectively, learning continuously, and lifting others.