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ConoceNivel 0 · by MetodologIAGo to MetodologIA
Your position · Module 3 of 4Amplified workView module in Resources
Module 03 · Playbook

Playbook: from judgment to Mini-SOP

The team will leave with a common Mini-SOP, review points, accountable owners, and evidence from a bounded pilot.

Start
Practice
Select a workflow, observe variants, agree on the standard, co-design the Mini-SOP, and run a pilot with a human owner.
Transfer
Test the workflow with a second team member and adjust only from pilot evidence.
For teams

Turn expert practice into a shared way of working.

When the method lives with one person, handoffs vary, review arrives late, and AI amplifies inconsistency.

What you will gain

The team will leave with a common Mini-SOP, review points, accountable owners, and evidence from a bounded pilot.

How to proceed

Select a workflow, observe variants, agree on the standard, co-design the Mini-SOP, and run a pilot with a human owner.

What to verify

A Mini-SOP with roles, inputs, steps, criteria, approvals, exceptions, and a team-pilot record.

Full index14
00
Starting point

Starting point

Align owners, controls, and AI use so the team can deliver repeatably without weakening professional judgment.

Grid of options with one highlighted depth.

The team will leave with a common Mini-SOP, review points, accountable owners, and evidence from a bounded pilot.

  • Challenge

    When the method lives with one person, handoffs vary, review arrives late, and AI amplifies inconsistency.

  • Practice

    Select a workflow, observe variants, agree on the standard, co-design the Mini-SOP, and run a pilot with a human owner.

  • Evidence

    A Mini-SOP with roles, inputs, steps, criteria, approvals, exceptions, and a team-pilot record.

01
Chapter 01

Amplification boundary

Principle: Judgment before assistance

Diagnosis map: a challenge observed before choosing the intervention.

AI prepares options; a person retains purpose, boundaries, and decision.

Go deeperHow to apply it

How to apply it

  1. Name the human decision.
  2. Define what AI prepares.
  3. Set a stop.

Checklist

  • Name the human decision.
  • Assign owner, reviewer, and veto.
Decision rule
Without an owner, it is not ready.
Example
Business synthetic example: AI prepares; owner decides.
Antipattern
Automatic approval because it “looks right”.
Expected evidence
RACI and boundary.
Limit
Do not leave accountability empty.
Prompts · prompt-01
02
Chapter 02

Choose a useful workflow

Principle: Small, bounded workflow

Start with a frequent task whose failure can be contained.

Go deeperHow to apply it

How to apply it

  1. Bound start and finish.
  2. Choose a case.
  3. State risk.

Checklist

  • Bound start and finish.
  • Choose a controllable workflow.
Decision rule
Choose for usefulness and evidence.
Example
Business synthetic example: Non-sensitive internal proposal.
Antipattern
Testing a critical process first.
Expected evidence
Scope and data brief.
Limit
Do not pilot critical work.
Prompts · prompt-01
03
Chapter 03

Friction map

Principle: Friction before solution

Connected steps that end in a repeatable result.

Observe waiting, rework, handoffs, and repeated decisions.

Go deeperHow to apply it

How to apply it

  1. Reconstruct a case.
  2. Mark friction.
  3. Ask about causes.

Checklist

  • Reconstruct a case.
  • Align evidence without blame.
Decision rule
Cause remains a hypothesis.
Example
Business synthetic example: Incomplete handoff.
Antipattern
Blaming from one observation.
Expected evidence
Shared map.
Limit
Do not assess people with the map.
Prompts · prompt-02
04
Chapter 04

Input, output, and done

Principle: Done is checkable

Stacked deliverables ready to use and review.

Inputs, outputs, and criteria prevent fluency being confused with quality.

Go deeperHow to apply it

How to apply it

  1. Name user.
  2. Write criteria.
  3. State rejection.

Checklist

  • Name user.
  • Agree criteria and permissions.
Decision rule
Criteria support acceptance or correction.
Example
Business synthetic example: Criteria, rights, and approval.
Antipattern
Using “make it good”.
Expected evidence
Done with veto.
Limit
Do not approve without permission.
Prompts · prompt-05
05
Chapter 05

Source comparison

Principle: Sources with context

A practice guides when provenance, conditions, and limits remain visible.

Go deeperHow to apply it

How to apply it

  1. Ask from friction.
  2. Compare practices.
  3. Record adaptation.

Checklist

  • Ask from friction.
  • Approve against policy.
Decision rule
Cite and explain fit.
Example
Business synthetic example: Control adapted to policy.
Antipattern
Accepting unsourced lists.
Expected evidence
Approved dossier.
Limit
Do not contradict controls.
Prompts · prompt-03
06
Chapter 06

Mini-SOP anatomy

Principle: Concise, complete Mini-SOP

Evidence loop: define, test and compare before deciding.

Connect purpose, input, steps, criteria, review, output, and exception.

Go deeperHow to apply it

How to apply it

  1. Write minimum sequence.
  2. Add manual path.
  3. Record version.

Checklist

  • Write minimum sequence.
  • Assign version owner.
Decision rule
Every step governs action or decision.
Example
Business synthetic example: Mini-SOP with RACI.
Antipattern
Documenting without who decides.
Expected evidence
Governed Mini-SOP.
Limit
Do not automate approval.
Prompts · prompt-06
07
Chapter 07

AI co-creation

Principle: Co-creation, not delegation

Toolkit with assistants ready to try.

AI proposes; humans compare, correct, and authorize.

Go deeperHow to apply it

How to apply it

  1. Provide context.
  2. Request traceable draft.
  3. Review assumptions.

Checklist

  • Provide context.
  • Separate generation and approval.
Decision rule
A suggestion is not a decision.
Example
Business synthetic example: Reviewer rejects assumption.
Antipattern
Approving without comparison.
Expected evidence
Approval record.
Limit
Do not use one reviewer.
Prompts · prompt-06
08
Chapter 08

Human-in-the-loop control

Principle: Review at the right point

The human gate occurs before the effect and leaves a decision.

Go deeperHow to apply it

How to apply it

  1. Locate gate.
  2. Assign reviewer.
  3. Define options.

Checklist

  • Locate gate.
  • Place authorized reviewer.
Decision rule
Review after the effect does not prevent.
Example
Business synthetic example: Rights gate.
Antipattern
Symbolic review without authority.
Expected evidence
Gate and escalation.
Limit
Do not review after effect.
Prompts · prompt-07
09
Chapter 09

Controlled test

Principle: A test that enables learning

Class clock in three moments: masterclass, hands-on and closing.

The pilot retains inputs, failures, and decisions; AAR guides adjustments.

Go deeperHow to apply it

How to apply it

  1. Run a case.
  2. Compare criteria.
  3. Authorize changes.

Checklist

  • Run a case.
  • Decide changes in AAR.
Decision rule
An intact failure also teaches.
Example
Business synthetic example: Pilot stops.
Antipattern
Polishing the log.
Expected evidence
Pilot and AAR.
Limit
Do not expand with critical exceptions.
Prompts · prompt-09
10
Chapter 10

Version and transfer

Principle: Transfer before adoption

Capability ladder: from first practice to your own judgement.

Another case or person must run, stop, and escalate.

Go deeperHow to apply it

How to apply it

  1. Test beyond first case.
  2. Record help.
  3. Decide version.

Checklist

  • Test beyond first case.
  • Adopt after reversible transfer.
Decision rule
One test does not authorize broad use.
Example
Business synthetic example: Another person runs.
Antipattern
Calling one test a standard.
Expected evidence
Transfer report.
Limit
Do not call informal help a standard.
Prompts · prompt-10
11
Glossary

Glossary

Friction map
A record of waiting, rework, handoffs, and repeated decisions.
Mini-SOP
A concise, versioned procedure with steps, criteria, and exceptions.
Human gate
A point before an effect where a person decides.
AAR
A review of expectation, result, evidence, and adjustment.
PASA
Plan, accelerate, systematize, and amplify what is stable.
12
FAQ

Frequently asked questions

Does this authorize autonomy?

No. It covers co-creation with roles and human gates.

Who approves?

The owner with review required by policy and risk.

When adopt?

After a bounded, reversible pilot and transfer.

What if data changes?

Invalidate the affected part and repeat approval and testing.

Next step

Test the workflow with a second team member and adjust only from pilot evidence.

Align owners, controls, and AI use so the team can deliver repeatably without weakening professional judgment.

Checklist
  • Owner, reviewer, and escalation are clear.
  • Controls and traceability remain.
  • Pilot and AAR support changes.
  • Adoption is reversible.
WorkbookPrompts
Amplified work