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Scope a mandate

Build · Operating decision guide

A 100-day AI plan with evidence gates

Otomat editorial · Revised 23 October 2026 · Original edition 16 March 2026

An illustrative sequence for diligence carryover, a bounded workflow, adoption assessment and an accepted operating handover.

  • Use the calendar as a hypothesis
  • Record the gate decision
  • What would stop a release?
  • Review the operating outcome after the trial

Use the calendar as a hypothesis

A 100-day plan helps coordinate management; it is not a universal production or EBITDA promise. Data rights, integration access, staff availability and risk can change the sequence. Move to the next gate when evidence supports it, not because a date arrived.

Carry diligence assumptions into an operating charter. Select one workflow with a named owner and a baseline. Define normal, exception and prohibited cases before the implementation team sees the held-out evaluation set.

Record the gate decision

At each review, record the owner, evidence version, date, decision and unresolved limitations. “Continue,” “revise” and “stop” are valid outcomes. If a gate is held, update the calendar and dependencies rather than silently narrowing acceptance.

Illustrative 100-day gate register
WindowArtifactAcceptance ownerGate evidence
Days 1–15Operating charter, source/rights inventory and baselineBusiness + data ownersRepresentative task sample; approved scope; stop rule
Days 16–35Bounded prototype and held-out evaluationTechnical + risk ownersNormal and exception quality; forbidden actions denied
Days 36–60Shadow workflow and review protocolWorkflow managerRealistic review burden; no unapproved consequential actions
Days 61–80Limited rollout and fresh-task trainingFunctional managerCompetence assessment; observed task outcomes; escalation works
Days 81–100Value bridge, restoration and handoverFinance + primary/backupCosts and limitations accepted; independent restore; next decision

What would stop a release?

Hold the release if source rights are missing, unauthorized actions can occur, task quality fails the agreed threshold or the primary and backup cannot operate it. A limited shadow trial may still be useful if its scope is authorized and it cannot take consequential actions.

Review the operating outcome after the trial

Compare accepted task performance, human effort and full running cost with baseline. Inspect abandoned tasks and exceptions, not only successful users. Finance reviews any claimed cash impact. Plan the next bounded change only after the current operating evidence and maintenance burden are understood.

Use the working tools

Blank templates are ungated. Adapt them to the workflow; inputs are not submitted.

  • Open the operating charter
  • Open the value worksheet

Sources and limits

These are Otomat’s proposed operating methods and original decision artifacts. External references inform risk management; they do not certify this method or establish client results. Linked sources were selected for this review; their live revision dates may change.

  • NIST AI Risk Management Framework (2023)

For anonymous documentation and proposal patterns, see delivery evidence and its boundaries.

Related decisions

  • AI due diligence for private equity
  • AI training that proves independent task performance
  • AI-agent permissions: define the data and action boundary

Bring a workflow to the discussion

Share the business goal and constraints through the mandate process. Do not send sensitive production data in the initial brief.

Scope an Operating Mandate
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