Enterprise AI Journey Planner
Plan the path from AI pilots to governed AI workers.
Build one phased roadmap that connects business priorities, AI worker candidates, accountable owners, governance controls, and measurable outcomes.
Use generalized or authorized planning information only. The worksheet supports readiness and review preparation; it does not approve AI workers or authorize production use.
Planning Alignment
Bring business and control decisions into one roadmap.
The core journey stays simple. Open the supporting detail when you need to align participants, priorities, and success measures.
Who should contribute?Executive, technical, transformation, product, security, trust, and operations perspectives.
What should the plan align?Business outcomes, ownership, use cases, system boundaries, governance inputs, and measurable signals.
Align AI investment to business outcomes, reduce pilot sprawl, assign accountable owners, approve planning phases, and define the measurable outcomes that make expansion worth reviewing.
Priority use cases identified, owners assigned, roadmap phases selected, high-risk use cases routed for review, and measurable outcomes defined per AI worker or workflow.
Inventory candidate AI workers, map systems and data boundaries, identify Passport and Registry inputs, define Toll Gates, and preserve observability, rollback, pause, escalation, and lifecycle controls.
Passport-ready candidates, Registry planning records, Toll Gates identified, evidence requirements defined, lifecycle states assigned, and technical blockers logged.
Journey Phases
A phased path from pilots to governed AI workers.
Use the journey phases as a planning sequence: establish the foundation, add accountable AI support, prepare bounded automation, connect governed operating records, and expand only where evidence supports measured autonomy.
Foundation
Define AI vision, owner model, use-case inventory, governance baseline, maturity dimensions, and practical roadmap assumptions.
Augmentation
Use human-reviewed AI support for drafting, summarizing, routing, analysis, and preparation while keeping decisions accountable.
Automation
Prepare bounded workflow automation with defined review, evidence, escalation, data boundaries, and failure handling.
Governed Agentic Execution
Connect AI workers to Passport, Registry, Toll Gate, evidence, review, and lifecycle controls before broader operating use.
Measured Autonomy
Expand only where outcomes, evidence, monitoring, lifecycle review, and owner-reviewed governance support continued use.
Maturity And Use Case Review
Assess readiness before expanding authority.
Roadmap-To-Governance Mapping
Connect the roadmap to governed operating records.
Use this reference when the roadmap is ready for deeper governance mapping.
View the roadmap-to-governance referenceEight planning needs mapped to existing Scaled Agents concepts and customer-safe interpretations.
| Planning Need | Scaled Agents Concept | Customer-Safe Interpretation |
|---|---|---|
| AI vision and operating model | AI Organization Blueprint | Draft planning structure for business goals, AI worker roles, workflows, approvals, and implementation priorities. |
| Early governance questions | Readiness Advisor / Human Advisor | Non-confidential guidance or routed human review for organization-specific planning. |
| Public-safe sample exploration | Guided Proof | Generalized advisory output and sample Passport preview without sensitive customer data. |
| AI worker identity and scope | Passport | Governance record for purpose, owner, allowed scope, risk tier, evidence, and review status. |
| Portfolio visibility | Registry | Inventory and lifecycle view for candidate, draft, reviewed, active, restricted, suspended, retired, or revoked AI workers. |
| Controlled transitions | Toll Gates and Stamps | Review checkpoints and evidence-backed milestones before higher-risk movement. |
| Trust and security context | Trust / Security / Governance pages | Framework-informed, provider-neutral readiness language without formal attestation or formal-clearance claims. |
| Domain-specific journey example | Procurement Accelerator | Illustrative path for mapping a workflow to Passport, Toll Gates, evidence, owner signals, and commercial-readiness controls. |
Customer Outputs
Produce a reviewable roadmap package.
The worksheet organizes twelve planning artifacts. Open the list when you need the complete output inventory.
View all 12 planning outputsVision, maturity, priorities, roadmap, owners, governance inputs, evidence, outcomes, lifecycle, and next steps.
Enterprise AI vision brief
Maturity baseline summary
Use-case prioritization matrix
Phased AI roadmap
AI worker candidate list
Draft Registry planning view
Passport readiness notes
Toll Gate and evidence map
Human review responsibility matrix
Outcome and KPI register
Lifecycle state planning notes
Next-step governance backlog
Recommended Next Step
Start with a public-safe path, then route sensitive work through review.
Use Advisor or Guided Proof for high-level, non-confidential planning. Use Human Advisor intake when the question needs organization-specific context, owner routing, production-adjacent planning, security-sensitive detail, legal/compliance review, or customer-reviewed outputs.
Public preview boundary. The Enterprise AI Journey Planner provides readiness support, roadmap planning, governance planning, and evidence preparation. It does not provide formal assurance, regulated determinations, operational clearance, provider endorsement, security warranty, or assured business outcomes.