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Module 04 · Agentic work

Agentic work: delegate with limits and evidence

The official PDF remains central. This guide turns its fifteen slides into operational decisions and does not replace the document.

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From automating to governing

Pilot an agentic workflow with visible control.

An agent without an owner, permissions or an escalation path creates operational risk. Speed adds value only while the process remains governable.

What you will produce

The team finishes with a prioritized case, accountable owner, minimum permissions, human gates, auditable evidence and an exit criterion.

How to proceed

Prioritize a stable process, assign an owner, bound data and tools, validate the plan, execute in a controlled setting and review the pilot.

What to verify

Keep the approved brief, minimum RACI, permissions, logs, exceptions, result and verdict to continue, correct or close.

Accessible HTML guide

Moments

Follow the content moment by moment. This guide accompanies the PDF; it does not replace its content or design.

Core route
90 min
With extended practice
120 min
Document note

The official PDF remains central. This guide turns its fifteen slides into operational decisions and does not replace the document. The official PDF is image-based and has no reading-order tags. Use this HTML guide for a text version of the sequence, ideas and practices.

Moments01 / 15

01 · Understand

Distinguish assistance, delegation and orchestration without hiding accountability or coordination.

02 · Design

Turn the case into a Mission Brief, with sources, permissions, human decision points (gates) and a Definition of Done.

03 · Pilot

Approve, observe and review a reversible run before deciding continuity. In this pilot, no external effect is authorized.

Moment 01 · 6 min01 / 15

From creator to orchestrator

Delegation starts by turning known work into a bounded objective, not by asking the agent to “handle everything.” The sponsor sets the result and a separate reviewer accepts the output.

Go deeperUnderstand

Key points

  • Name the intended result.
  • Make exclusions part of the contract.
Application
Define the result and one exclusion.
Check your understanding
Can you state what completes the mission and what does not belong to it?
Short practice
In the synthetic team example, write one sentence with objective, boundary and done condition.
Keep this idea
Bound the mission before choosing what to delegate.
Connect to the next resource
Take the case to the suitability matrix.
Agentic workPage 1
Moment 02 · 6 min02 / 15

From productivity to leverage

Doing a task faster is different from designing a repeatable, reviewable cycle.

Go deeperUnderstand

Key points

  • Speed describes one run.
  • A system includes inputs, decisions and evidence.
Application
Draw the cycle that should repeat.
Check your understanding
Could the next run follow the same contract?
Short practice
In the synthetic team example, write input, decision, output and evidence.
Keep this idea
Leverage requires an observable system, not a promise.
Connect to the next resource
Use the cycle to locate its bottleneck.
Agentic workPage 2
Moment 03 · 6 min03 / 15

Find your bottleneck

The bottleneck may be a necessary human decision; removing it does not always improve the flow.

Go deeperUnderstand

Key points

  • Separate avoidable waiting from essential judgment.
  • Keep approval where it protects the result.
Application
Mark where judgment is required.
Check your understanding
Which decision should the agent never assume?
Short practice
In the synthetic team example, underline one point that needs human review.
Keep this idea
Optimization does not mean erasing accountability.
Connect to the next resource
Compare that point with co-creation and delegation.
Agentic workPage 3
Moment 04 · 6 min04 / 15

Co-creation is not delegation

Co-creation keeps step-by-step interaction; delegation assigns a bounded mission with agreed review. The team agrees cadence and review point.

Go deeperUnderstand

Key points

  • Cadence and contract change.
  • Accountability does not move to the system.
Application
Classify the case as assistance or mission.
Check your understanding
Do you need dialogue at every step or review of a defined result?
Short practice
In the synthetic team example, rewrite one task as an objective and keep one gate.
Keep this idea
Delegation changes the workflow, not final accountability.
Connect to the next resource
Make the required coordination explicit.
Agentic workPage 4
Moment 05 · 6 min05 / 15

Scale without hiding coordination

Agentic work still requires supervision, dependencies and exception handling. Every dependency has an accountable person or stop condition.

Go deeperUnderstand

Key points

  • Coordination still has a cost.
  • Every dependency needs an owner or stop condition.
Application
Name one dependency and one exception.
Check your understanding
Who responds when an input is missing or a conflict appears?
Short practice
In the synthetic team example, add an exception with a stop-or-escalate response.
Keep this idea
Do not count shifted supervision as eliminated work.
Connect to the next resource
Move from the idea to the capabilities you will authorize.
Agentic workPage 5
Moment 06 · 6 min06 / 15

Capabilities behind agentic delegation

Context, memory, tools and actions are separate permissions, not one bundle. Data custody limits each permission.

Go deeperDesign

Key points

  • Authorize only what the case needs.
  • Undeclared access remains prohibited.
Application
Separate reading, proposing and acting.
Check your understanding
What is the minimum permission needed for a reviewable draft?
Short practice
In the synthetic team example, create three columns: may read, may propose, may not do.
Keep this idea
Useful capability is specific and revocable.
Connect to the next resource
Connect permissions to the work cycle.
Agentic workPage 6
Moment 07 · 6 min07 / 15

From objective to work cycle

A governed cycle defines input, decision, action, evidence and stop before execution.

Go deeperDesign

Key points

  • Every step produces a reviewable signal.
  • The stop condition prevents momentum from becoming authority.
Application
Order the five parts of the cycle.
Check your understanding
What evidence allows the next step?
Short practice
In the synthetic team example, write one advance condition and one stop condition.
Keep this idea
Without visible states, execution cannot be reviewed.
Connect to the next resource
Place human controls inside the cycle.
Agentic workPage 7
Moment 08 · 6 min08 / 15

Architecture with human control

Human gates sit before sensitive actions and when results require acceptance. The gate authority may approve, correct or stop.

Go deeperDesign

Key points

  • Plan approval is not approval of every effect.
  • A reviewer needs criteria, not only an alert.
Application
Choose one gate before and one after.
Check your understanding
What must a person see to approve or reject?
Short practice
In the synthetic team example, write a verdict: approve, correct or stop.
Keep this idea
Human control works when it has information and power to stop.
Connect to the next resource
Separate deliverable quality from system quality.
Agentic workPage 8
Moment 09 · 6 min09 / 15

Craftsperson and orchestrator

Producing a strong deliverable and designing a sound system are related but distinct jobs.

Go deeperDesign

Key points

  • The craft role protects the output.
  • The orchestration role protects rules, evidence and continuity.
Application
Assign one review to each role.
Check your understanding
What belongs to output review and what belongs to process review?
Short practice
In the synthetic team example, write one deliverable criterion and one system criterion.
Keep this idea
Quality requires review of both result and mechanism.
Connect to the next resource
Turn both criteria into a mission brief.
Agentic workPage 9
Moment 10 · 6 min10 / 15

The mission brief as contract

The brief makes the mission testable through role, objective, context, limits and done. The Mission Brief assigns scope, accountability and acceptance.

Go deeperDesign

Key points

  • An objective without boundaries invites improvisation.
  • Done criteria allow acceptance or rejection.
Application
Complete the five brief elements.
Check your understanding
Could someone outside the case tell what to approve?
Short practice
In the synthetic team example, replace one vague verb with observable evidence.
Keep this idea
The mission brief is the pilot's operating contract.
Connect to the next resource
Complete it with sufficient sources.
Agentic workPage 10
Moment 11 · 6 min11 / 15

Role, objective and context

A mission needs identified sources and an explicit statement of what is missing. Provenance, rights and gaps accompany every source.

Go deeperDesign

Key points

  • Broader access does not fix a missing source.
  • A material gap must stop or escalate.
Application
List sources and gaps separately.
Check your understanding
Which missing fact would change the plan or verdict?
Short practice
In the synthetic team example, mark each source available, limited or absent.
Keep this idea
Honesty about gaps protects the decision.
Connect to the next resource
Use the inventory to restrict tools and instructions.
Agentic workPage 11
Moment 12 · 6 min12 / 15

Instructions, tools, limits and done

Instructions must state allowed steps, tools, prohibitions, escalation and done.

Go deeperDesign

Key points

  • A tool never authorizes every possible use.
  • Every prohibition needs a safe response.
Application
Turn one prohibition into a stop condition.
Check your understanding
Does the agent know what to do when it cannot proceed?
Short practice
In the synthetic team example, add “stop and request review” to one exception.
Keep this idea
Useful limits state both what not to do and how to respond.
Connect to the next resource
Send the contract to the plan gate.
Agentic workPage 12
Moment 13 · 6 min13 / 15

Approve the plan before execution

Before execution, review sequence, sources, risk, gates and reversibility of the proposed plan. The reviewer compares plan, risk and reversibility.

Go deeperPilot

Key points

  • The plan is a proposal subject to approval.
  • A missing source or permission blocks the affected step.
Application
Audit the plan before authorizing it.
Check your understanding
Is every action backed by a source and permission?
Short practice
In the synthetic team example, mark one step to approve and one to correct.
Keep this idea
Approving the objective does not replace approving the plan.
Connect to the next resource
Reduce the plan to a small, recoverable mission.
Agentic workPage 13
Moment 14 · 6 min14 / 15

Design a bounded mission

The first pilot should be small, frequent, observable and recoverable if it fails. In this pilot, the team does not reply, publish, pay or change the source system.

Go deeperPilot

Key points

  • Start without publishing, paying or sending.
  • Test the path and evidence first.
Application
Choose a controlled case and restoration path.
Check your understanding
Can you return to the prior state without relying on the agent?
Short practice
In the synthetic team example, define a dry run and how you would restore state.
Keep this idea
The first mission demonstrates control, not scale.
Connect to the next resource
Record the pilot to decide continuity.
Agentic workPage 14
Moment 15 · 6 min15 / 15

Turn practice into a governed asset

The pilot earns value through an informed keep, adjust or retire decision. The sponsor decides adoption only with evidence and visible exceptions.

Go deeperPilot

Key points

  • Compare evidence with done.
  • Version changes and retain exceptions.
Application
Close with a verdict and next gate.
Check your understanding
What evidence supports continuation, and what requires stopping?
Short practice
In the synthetic team example, write a decision with reason, adjustment and review date.
Keep this idea
Continuity is earned through evidence, not enthusiasm.
Connect to the next resource
Transfer the verdict to the playbook and next mission.
Agentic workPage 15
Next step

Workbook

Continue with the next resource in the journey.

Masterclass → Workbook