Ready for the working session
Six plain-language tools for making tasks, owners, evidence, review, learning, and worker voice visible. Copy one, adapt it, and use it with the people closest to the work.
Break a role or workflow into units that can be examined.
WORKFLOW OR ROLE: OUTCOME: PEOPLE AFFECTED: For each task: • Task name • Input and source • Current human owner • Judgment required • Familiar exceptions • Consequence if wrong • Current friction • Candidate lane: Human-led / AI-assisted / Delegated + reviewed • Open question
Specify when and how a person reviews, changes, or stops work.
TASK: AI CONTRIBUTION: HUMAN OWNER: Review before use: • Evidence to inspect • Quality standard • Prohibited output or action • Uncertainty signal • Escalation trigger • Override method • Record to retain • Person with final authority • Recourse for an affected person
Measure value, quality, risk, and human experience together.
PILOT: OWNER: START AND REVIEW DATES: SCOPE AND EXCLUSIONS: Before and during the pilot: • Quality measure • Time or effort measure • Rework or correction measure • Risk or incident measure • Worker experience measure • Customer or downstream impact • Stop condition • Decision after review: stop / change / continue / expand
Make everyday AI use understandable and discussable.
OUR PURPOSE: APPROVED USES: USES THAT REQUIRE REVIEW: PROHIBITED USES: We agree to: • Protect confidential and personal information • Verify material claims and sources • Name AI involvement when it matters • Keep one human owner for consequential work • Record reusable learning • Raise concerns without penalty • Revisit this agreement on: [date] Questions or concerns go to:
Keep sources, assumptions, uncertainty, and corrections visible.
WORK ITEM: DATE: OWNER: For each material claim: • Claim • Source • Source date • Evidence type • What the source actually supports • Assumption or inference • Confidence • Reviewer • Correction or update • Decision affected
Discuss role redesign with clarity, worker voice, and recourse.
WHAT OUTCOME ARE WE TRYING TO IMPROVE? WHY IS THIS WORKFLOW BEING EXAMINED? WHAT IS NOT DECIDED YET? Discuss together: • Tasks that should remain human-led • Tasks where assistance may help • New skills, time, or support required • Risks and concerns • How performance will and will not be judged • How people can question a result • What the pilot will measure • When the group will review and change the plan