Implementation playbooks

An agent’s life from first framing to retirement. Success metrics are defined before anything is built.

1. 01

   Design

   Job-to-be-done framing, risk classification, data inventory, human-oversight model, success metrics defined before build.

2. 02

   Pilot

   Limited scope, evaluation plan, equity checks, feedback loops, exit criteria.

3. 03

   Deploy

   Integration patterns, identity and permissions, logging, user communication, training.

4. 04

   Monitor & improve

   Technical and outcome metrics, override rates, bias monitoring, prompt and tool updates.

5. 05

   Retire or scale

   Sunset criteria, knowledge transfer, or a move to the institutional platform.

Templates for each stage: intake checklist (design), pilot plan (pilot), data-access worksheet (deploy), equity monitoring (monitor), and retirement language (retire).