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Manager route through the gates

Practicum for Volume 2, Chapter 11, "The Change Compass" (manager conclusion). Version: 2026-07. Time: 30-40 minutes. This is not a professional's personal plan, which is in the Volume 1 Workbook, or a one-person company route, which is in the Business Route. This route covers a team and its process.

Do not try to "add AI everywhere." Move one team process through supervised agents with clear roles, review, an owner, and a metric. Progress by gates, not calendar dates. The Order of Moves is the shared gate sheet; this page adapts it to a manager's role. One finished process is better than ten started ones.

WHERE arrow: choose one team process

  • Scoring complete with Process Scoring. A five-point process is selected: ______
  • Why this process, and which outcome should change: _______________________________
  • I can write instructions for the process, or it is not ready: yes / no

Gates 1-2. Choose a process tied to money, speed, or risk that you can describe as steps. Diagnose its level with the Process Maturity Check.

CONTROL arrow: boundaries and owner

  • What AI does, what needs review, and what stays with a person: Human Review Matrix -> task: _____________________
  • The first agent has a contract covering role, least access, escalation, and owner: Agent Contract -> owner name: _______________________
  • Stop rule, where a person must step in: _______________________

Gate 4. Do not turn it on until an owner exists.

EFFECT arrow: baseline metric BEFORE launch

  • Baseline: four "before" numbers are recorded: ___ ___ ___ ___
  • Shared team context, with a minimum file set and decision log: team-brain starter kit complete? yes / no

Gate 3 cannot move. Without "before," there is no "after."

PEOPLE arrow: learning next to the loop

  • Training Inside the Work Loop: is the weekly review hour happening? yes / no
  • The champion emerged through the work and is now visible: _____________________________

Gate 5. The loop has run for a month and four reviews have happened.

Calculate and decide

  • Full-cycle effect, including added review time, and the lever it changes: __________
  • Decision: scale / repair / close honestly with numbers: ___________
  • Governance has not consumed the outcome. Review matches the risk instead of becoming bureaucracy: yes / no
  • Next scored process for the second round: ___________________________

Gates 6-7. Closing a pilot with numbers is a sound result. An endless pilot without numbers is the worst one.

Boundaries and overlap

This route covers a team and process, not a personal skill from Volume 1 or a one-person company in the Business Route. Finish one process before starting the next. A person remains responsible for agent decisions.

Honest limit: this route improves the odds but cannot guarantee a result. Set your own pace. The gate order matters more than speed. Back: Volume 2 Workbook | Gate Sheet | Human Review Matrix | Agent Contract. Version: 2026-07.

Manager route through the gates