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PHASE 2

Design the Operating Model

2

Map end-to-end processes, define human-AI roles, and establish governance.

Key focus

Process, roles, governance

Phase guide

How will humans and AI share decisions, and who is accountable when the system acts on its own?

This phase defines the operating model for AI-era work: the processes, roles, decision rights, and governance that let machines act within bounded autonomy while keeping human judgment where it belongs.

Capability is rarely the constraint. Operating design is. This phase turns intent into a workable model for how the organization runs once intelligent systems share the work.

It begins with end-to-end process maps, then a deliberate division of labor: which steps are fully delegated, which are recommended by AI and confirmed by a person, and which stay entirely human. The right level of autonomy follows the stakes, the reversibility of a decision, and the quality of available human judgment.

Governance belongs here, by design rather than as a later correction. The durable artifacts are a decision-rights model, explicit escalation paths, and the boundaries inside which systems may act without sign-off. Designed in from the start, governance makes bounded autonomy trustworthy enough to rely on and clear enough to scale; bolted on afterward, it tends to slow everything and protect nothing.

The model also carries real implications for roles. Spans of control, required skills, and how exceptions reach a person all shift, and those shifts deserve explicit choices rather than drift.

Automation runs a fixed path. An autonomous operation is steered by intent and constraints and free to adapt within them, which is precisely what a well-designed operating model makes safe.

What this phase produces

  • End-to-end process maps marking where AI acts, assists, or stays out
  • A human-AI operating model with defined roles and a decision-rights model
  • A governance design covering oversight, escalation, and exception handling
  • Documented autonomy boundaries: what systems may do without sign-off
  • An accountability structure naming who owns outcomes and controls

Leadership checklist

  • For each critical process, do you know where a person must stay in the loop?
  • Are decision rights written down, or assumed?
  • Is there a clear escalation path when something falls outside the system's bounds?
  • Does your governance enable safe action, not just add friction?
  • Is accountability defined for outcomes, not only for tasks?
  • Can the model extend beyond the first use case without a redesign?

Related resources for this phase

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