Plan adoption with accountable owners
The work assignment is to introduce a shared workspace with rules and real workflows. Define purpose, owner and permitted operating boundary before the first test.
The domain review baseline covers plan, roles, data classes, templates, pilot and adoption. Assumptions and missing information remain visible in the result.
Pilot one bounded workflow
- Select a shared workflow and accountable roles for the pilot.
- Check the plan against current official information and define permitted data classes.
- Use shared templates with the team in the pilot and record quality and review effort.
- Assess adoption problems, assign contact people and align further access with pilot requirements.
Tie rollout and support to evidence
A named pilot workflow runs with the defined roles, data classes and templates. Staff can review its outcome and know who handles unresolved questions; adoption problems are documented.
Avoid: only assigning seats and hoping for adoption. Assigned seats alone demonstrate neither appropriate professional use nor a functioning team process with clear accountability.
Decision matrix
| Decision point | Proceed when | Stop when |
|---|---|---|
| Accountability and objective | Documented: plan, roles, data classes, templates, pilot and adoption. | Scope, data or accountability remains unresolved. |
| Pilot evidence | A named pilot workflow runs with the defined roles, data classes and templates. Staff can review its outcome and know who handles unresolved questions; adoption problems are documented. | There is only an unevaluated demo without acceptance evidence. |
| Operational handover | Owner, approval, fallback and next review date are defined. | Avoid: only assigning seats and hoping for adoption. Assigned seats alone demonstrate neither appropriate professional use nor a functioning team process with clear accountability. |
Keep it verifiable
Primary sources
- Anthropic: Get started with the Team planSource checked:
- NIST: AI Risk Management Framework coreSource checked:
