1. Assess reality
Understand current AI use, workflows, authority, knowledge quality, governance friction, dependency and measurable value.
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Guide contents
2. Redesign the work
Map the current workflow, remove unnecessary activity, classify the remaining work and define the Intent Contract.
3. Assign responsibility
Clarify process ownership, human authority, execution, approval, monitoring, escalation and knowledge ownership.
4. Prepare knowledge and boundaries
Identify authoritative sources, data boundaries, access, prohibited actions and human takeover requirements.
5. Evaluate and pilot
Use representative cases, edge cases, prohibited-action tests, measurable baselines and explicit pilot decisions.
6. Operate and improve
Monitor quality, incidents, changes, cost, governance friction and Human Takeover Readiness.
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Selected free tools from the Guide are published in full on the Tools page. Practitioner records are previewed only.