Trigger
Client pain, defect pattern, delivery bottleneck, sales opportunity, support escalation, margin leak, risk signal, or internal improvement idea.
Signal is accepted for review because impact, urgency, evidence, or strategic fit is strong enough.
Approved bet needs a bounded team, clear context, operating cadence, tools, agents, and proof standard.
Work is moving and must prove value, quality, policy fit, release confidence, and operating readiness continuously.
Evidence is sufficient to make the next allocation decision without waiting for a separate retrospective cycle.
Human stakeholders
Client Partner, Product or Account Value Owner, Support Lead, Delivery System Lead, Finance, Security, COO, CTO.
Outcome Owner, COO, CTO, Commercial Owner, Control Owner, System Owner, client sponsor where relevant.
Outcome Owner, System Owner, Workcell Lead, Control Owner, Agentic Engineer, AI Delivery Architect, Data or Context Owner.
Workcell Lead, Agentic Engineer, QA or reviewer, System Owner, Control Owner, client reviewer, Support Lead.
Outcome Owner, COO, CTO, Commercial Owner, Control Owner, Support Lead, Learning Owner.
AI and automation
Signal miner, support summariser, telemetry anomaly detector, research agent, CRM assistant, delivery analytics agent.
Bet brief drafter, impact estimator, risk classifier, dependency mapper, option generator, assumption checker.
Workcell setup agent, context pack builder, test-plan drafter, backlog importer, agent permission checker.
Implementation agents, test agents, code review agents, security scanners, documentation agents, monitoring agents.
Outcome summariser, learning extractor, playbook updater, roadmap assistant, financial impact reporter.
Meetings and ceremonies
Signal Triage, optional client discovery, async signal digest.
Bet Council, risk and appetite review, client sponsor alignment for material bets.
Workcell Kickoff, architecture or process gate, control check for high-risk work.
Daily async flow check, exception huddle, proof review, release readiness review.
Allocation Review, Learning Review, client outcome readout, process standardisation review.
Core decisions
Ignore, watch, research, escalate, shape, or send to Bet Council.
Stop, defer, commit appetite, narrow scope, raise risk tier, or request more discovery.
Who owns what, which tools and agents are permitted, what proof is required, what cadence applies.
Continue, cut scope, escalate, release, hold, fix forward, rollback, or change proof tier.
Ship, scale, stop, re-bet, convert to product/process, update policy, update playbook, update roadmap.
Tools
CRM, support desk, analytics, delivery metrics, incident logs, finance dashboard, research notes.
Bet board, decision log, risk register, estimation model, client account plan, strategy roadmap.
Jira or Linear, GitHub, repo docs, agent workspace, RAG sources, test suite, CI, permissions catalogue.
GitHub, CI/CD, eval harness, monitoring, security tools, staging, feature flags, observability, release notes.
Dashboard, outcome telemetry, CRM, financial reporting, knowledge base, playbook library, roadmap.
Outputs
Signal brief with source, evidence, affected stakeholders, urgency, confidence, and suggested owner.
Bet brief with appetite, outcome owner, risk tier, proof standard, constraints, stop conditions, and expected value.
Workcell charter, context pack, permissions, test plan, meeting cadence, decision path, evidence plan.
Working increment, proof ledger, review notes, test results, risk notes, release plan, client/user comms.
Outcome decision, learning note, playbook update, roadmap update, standard operating procedure, next bet.
Quality gate
Evidence is real, not anecdotal only. Signal has a source and an accountable recipient.
Bet is bounded. Owner, appetite, proof tier, and stop condition are explicit.
Workcell has enough context to execute and enough controls to avoid unsafe autonomy.
Proof meets the risk tier. Human review is complete where judgement, client trust, or policy requires it.
Learning is captured where future work will see it. Allocation decision is not left implicit.