Consulting Practice
Assign proposal ownership
A new assistant creates drafts, but no one owns source updates or final client promises.
Ownership
Free Canadian small business workbook
AI Role and Responsibility Charter
A worksheet for making AI ownership, decision rights, escalation, and accountability visible.
7 pages · PDF workbook · No email required
Preview the complete PDF All 7 pages · Free to explore
Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
What’s inside
A working guide
for a real decision.
Define business owner, system owner, data owner, reviewer, escalation owner, technical owner, compliance contact, and executive sponsor before AI scales. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Leadership teams adopting AI across departments.
Bring the people who own the work
Include the workflow owner, a person who performs the work, a reviewer with authority to approve or stop it, and the relevant data or tool owner.
Includes an explainer, working worksheet, three illustrative examples and practical considerations. This is a planning PDF, not prebuilt automation software.
Use it with your own work
Five questions
to work through.
Choose one workflow. Record enough context to support a decision, then use the worksheet to name the owner, evidence and next review.
Business owner
Who owns the outcome and workflow rules?
System owner
Who owns uptime, behavior, configuration, and maintenance?
Data owner
Who approves source use, freshness, access, and retention?
Reviewer
Who approves, edits, rejects, or escalates outputs?
Compliance contact
Who reviews policy, privacy, risk, or regulatory concerns?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Assign ordering roles
Store staff count stock, a manager reviews anomalies, and the owner commits the purchase.
Accounting Practice
Assign review and data roles
A summary workflow needs clear responsibility for feeds, figures, professional signoff, and corrections.
- AI-supported role
- Map tasks, decision points, evidence, and handoffs to proposed operating roles.
- Human authority
- Leaders assign owners for data, quality, technical changes, incident response, and approval.
- What to measure
- Track unowned exceptions, approval delays, duplicated work, and missed reviews.
Illustrative scenarios, not client results or a promise of performance. The workbook includes additional case-specific prompts.
A useful first step
Use the workbook.
Bring us the next question.
Download and use it without booking a call. If you want help applying it, email Chris with the workflow you’re considering and what you want to improve.
Discuss your workflowFurther reading in the library
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.