Playbooks
The road runs both ways
Most AI strategies imagine a one-way street from human to artificial. A serious framework has to describe the return trip with the same precision — and define it before the pilot, not after the results are known.
Twelve steps
Human → Artificial
The objective is not to “replace a person”. It is to transfer responsibility in a controlled way after demonstrating that the new design produces results equal to or better than the old one, within permitted risk.
Before step one: the human impact assessment of HWF-03, recorded, with affected workers and their representatives informed and consulted. The playbook transfers the work; the assessment governs what the transfer does to people.
| # | Step | Control |
|---|---|---|
| 01 | Baseline | Document current performance: quality, cost, time, errors, exceptions and tacit knowledge. |
| 02 | Decomposition | Split the position into responsibilities and tasks; identify what must stay human. |
| 03 | Risk mapping | Classify decisions, data, authority and cost of error. |
| 04 | AI Role Contract | Create job description, KPIs, limits, tools, manager and escalation. |
| 05 | Knowledge transfer | SOPs, examples, criteria, policies, exceptions and history. |
| 06 | Shadow mode | The AI Employee executes without affecting production; results are compared against the human. |
| 07 | Controlled production | Limited authority and frequent approvals. |
| 08 | Performance gate | Ownership is not transferred until quality, cost and risk thresholds are met. |
| 09 | Gradual transfer | Increase scope and autonomy; keep reversibility. |
| 10 | Human reallocation | Move released human capacity toward higher-value work, against the training and reassignment plan recorded in the impact assessment (HWF-03). |
| 11 | Formal handoff | Update org chart, RACI/ownership, access and communication. |
| 12 | Post-transition review | Review at 30/60/90 days and revert if performance deteriorates. |
You do not substitute first and find out afterward whether it was working. The transition is earned with evidence.
Seven steps
Artificial → Human
The framework must be reversible. If the artificial resource produces too much risk, low quality, excessive human intervention, rising cost or relational damage, the work should return partly or entirely to human hands. A mature hybrid organization does not measure success by the direction of the transition. It measures it by the quality of its architecture.
- 01
Activate the rollback criterion by KPI or incident.
- 02
Freeze or reduce the AI Employee’s authority.
- 03
Transfer context, useful memory and backlog to the human.
- 04
Reassign ownership and escalation channels.
- 05
Revoke artificial access that no longer corresponds.
- 06
Run root-cause analysis: model, process, knowledge, tools or bad role allocation.
- 07
Decide whether the future of the position is Human or Assisted human — do not assume it must return to being unassisted.
Define the return conditions before the pilot, not after the results are known. What error rate is unacceptable? How much human intervention destroys the economics? Which incident forces suspension? Written in advance, these rules reduce the bias of defending an implementation out of pride.