1.1 Scope statement
Completion requirements
For a real workflow in your own organization, write a scope statement with all three zones.
- In bounds — the systems, datasets, and actions the AI may act on. Name them specifically.
- Out of bounds — what it may never touch, under any instruction.
- Escalate — what requires a human decision before proceeding.
Your out-of-bounds list should be longer than your in-bounds list. If it is not, explain why not — that explanation is part of the assessment.
Direction check: state what problem this scope exists to prevent, and how you would know it worked.
600–900 words · about 45–90 minutes.
How you will be graded — aim for Proficient.
| 1 · Emerging | Permitted actions listed only. No exclusions and no escalation path. |
| 2 · Developing | Exclusions named, but generically ("nothing sensitive"). Specification and context still conflated. |
| 3 · Proficient — target | All three zones present, with specific systems and actions named — not categories. At least one task correctly classified as undelegatable, with the category and the reason. Your out-of-bounds list is longer than your in-bounds list, or you explain why not. |
| 4 · Exemplary | Also identifies a boundary in your organization that is stated but not enforceable, and proposes how it would be tested. |