AI Integration Playbook
Operationalize AI with outcome-first roles, bias safeguards, and a 4-week launch sprint
Why use this playbook
Use this playbook to launch AI initiatives without overwhelming subject-matter experts. It maps AI responsibilities across the C2O lifecycle so validation, bias mitigation, and adoption become shared outcomes—not hidden toil.
Use-Case Intake Canvas
| Question | Guiding Prompts | | --- | --- | | Desired outcome | What measurable shift will prove value? | | Lifecycle bottleneck | Where do decisions currently stall? | | Data readiness | What quality, availability, and governance considerations exist? | | Risk lenses | Bias, hallucination, cyber, regulatory, reputational | | Enablement partners | Security, Legal, Finance, Architecture, HR | | Success economics | Cost to serve, time-to-value, productivity mix |
Role Mapping Patterns
| Phase | Drive | Contribute | Enable | Advise | Inform | | --- | --- | --- | --- | --- | --- | | Discover | Product or Venture Lead | Data Science, Domain SMEs | Legal, Finance, Security | Ethics Council | Executive Sponsor | | Decide | Business Sponsor | AI Lead, Finance Partner | Enterprise Architecture | Compliance | PMO | | Build | Engineering Lead | Data Science, QA, UX | Platform, DevOps | Risk & Controls | Support Teams | | Run | Operations Lead | SRE, Customer Ops | Data Governance | CISO | Business Units | | Adopt | Change Lead | Champions, Training | HR, Communications | Customer Success | All Contributors |
Bias & Risk Safeguards
- Define a bias taxonomy covering representation, measurement, interaction, and deployment.
- Establish validation cadence: daily during prototyping, twice weekly during pilot, weekly post-launch.
- Red-team critical decisions at each phase gate; log mitigations in the POP.
- Instrument drift dashboards and incident response runbooks before adoption starts.
4-Week Integration Sprint
| Week | Outcomes | Key Ceremonies | | --- | --- | --- | | 1 | POP completed, outcomes + risks agreed | Discover workshop, risk pre-mortem | | 2 | Prototype aligned to acceptance tests | Build syncs, bias lab, validation huddles | | 3 | Pilot instrumentation ready | Decide gate, enablement readiness review | | 4 | Launch + adoption plan activated | Runbook rehearsal, change campaign kickoff |
Metrics Dashboard
- Leading: decision latency, validation coverage, data freshness, drift detections.
- Lagging: value realization, adoption depth, incident rate, satisfaction scores.
- Behavioral: Collective Psychological Ownership, collaboration density, escalations avoided.