The Template Set

The primary records as fill-in forms. Six pages, grouped by where in the lifecycle the record is created.

The framework's artifact set exists because each record supports a decision that would be materially weaker without it (Chapter 24). These templates are the operational form of those records: what the fields are, which are mandatory at which tier, who owns it, what triggers an update, and how long it is kept.

How to use them

• Copy the fields, not the page. Each template has a plain-text block for pasting into a wiki template, a form builder, an issue template or a repository schema. The HTML here is documentation; your tooling holds the record.
• Delete what your tier does not require. Mandatory fields are marked by tier. A Tier 1 record that fills every Tier 4 field is governance theatre and will stop being filled honestly.
• Keep one owner and one location per record. This is the non-duplication rule, and it is the single rule that determines whether your governance data stays true.
• Never author a derived view. The AI System Card, Assurance Dashboard, Benefit Map and Capability Map are compiled from primary records. If you cannot compile them, do not create them.
• Preserve history. Scores, decisions and boundaries are re-recorded, never overwritten. The previous value is evidence.

The pages

Download the set

The records above as fill-in files, generated from these pages so the two cannot drift apart. Word for the records a person writes and a body reads; Excel where the record is really a register, or where a calculation belongs in the sheet rather than in someone's head.

[Practice recommendation] Treat these as a starting shape, not a house standard. Delete the fields your tier does not require, put the result in whatever tooling your organization already reads, and keep one owner and one location per record.

Intake and classification

Architecture and data

Assurance and authorization

Agents, change and governance

The scoring worksheet is the one to open first. It carries the anchors, the tier matrix and the safety-override floor, so a scoring session can be run from the sheet itself — though the session still needs two people, one of whom does not carry the delivery date.

Every record, and who owns it

The sixteen primary records from Chapter 24, with the template that covers each. Ownership is the field people get wrong: the owner is accountable for the record being true, not for typing it.