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Part A · Step A3

Define the operating model

Owner
CoE Lead.
Input
Risk appetite published.

Owner: CoE Lead. Input: Risk appetite published. Sub-steps:

  1. Pick the CoE operating model (framework.md §6.1): Centralized / Federated / Hybrid / Platform-led / Domain-focused. For a first AI program, start Centralized and plan to evolve to Hybrid.
  2. Identify and recruit Department Champions in the departments most likely to need agents first (Sales, Finance, Ops, Support, etc.). Champions are part-time CoE liaisons inside their own department — they bring use cases in, support adoption, and own the agent's KPI.
  3. Identify the Platform Team counterpart (IT / DevOps / infrastructure) responsible for identity, environments, runtime enforcement.
  4. Document the responsibility split (framework.md §7) in a one-page RACI: CoE / Platform / Workload / End User / Security-Legal-Compliance. Output / gate criteria: Names against every role on the RACI. Champions in at least 2 departments. Decision branches:
  • No department wants to provide a Champion → start with the one department that does. Don't try to launch everywhere at once. Skip-this-step risk: The CoE becomes a black box that no department trusts; or every department invents its own AI process.