Consulting Practice
Review an AI-drafted proposal
An apparently polished proposal includes scope language the consultant has not approved.
Human review
Free Canadian small business workbook
Human-in-the-Loop Review Map
A worksheet for defining where people approve, edit, reject, escalate, or audit AI outputs.
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.
Design the human role around judgment, accountability, exception handling, and quality improvement instead of vague oversight. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Teams turning architecture work into a reusable operating artifact.
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.
Approve
Which outputs can move forward after review?
Edit
When should a reviewer improve the output rather than reject it?
Reject
Which defects require the output to be stopped?
Escalate
Which topics, customers, or decisions require a higher-authority reviewer?
Audit
Which outputs should be sampled later for quality and pattern detection?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Review customer commitments
Routine answers can be fast, but refunds or allergy questions need a staff checkpoint.
Accounting Practice
Review a client-facing summary
A source-linked draft still needs a professional to confirm figures and interpretation.
- AI-supported role
- Prepare a review packet with sources, uncertainties, exceptions, and the proposed next action.
- Human authority
- The designated reviewer approves, edits, rejects, escalates, or samples outputs based on risk.
- What to measure
- Track review time, rejection reasons, missed escalations, and corrections after approval.
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.