FROM RISK TO AN OPERATING ARRANGEMENT

Choose how
the work should happen.

Start with the authority the task actually needs. Add controls at the points where a proposal can become a consequential action.

Start with an operating mode

Advise only

When the system should explain options without changing external state.

Expected behavior
Return analysis and supporting sources. Keep side-effecting tools outside the permitted scope.
Prepare
Define the question, allowed sources, and evidence needed for a useful recommendation.

Draft only

When a person should inspect the content before it is sent, filed, or published.

Expected behavior
Create a reviewable artifact and leave the final action with the authorized reviewer.
Prepare
Name the artifact, intended audience, reviewer, and action that remains outside the draft step.

Human approval

When an action needs a qualified or separately authorized decision.

Expected behavior
Stop at the review boundary. Bind any later executable approval to the exact proposed action.
Prepare
Identify the reviewer, approval channel, expiry, and changes that invalidate approval.

Sandbox first

When the behavior needs to be explored before it can touch an operational environment.

Expected behavior
Use isolated resources and representative synthetic inputs with limited privileges.
Prepare
Define containment, outbound access, test data, cleanup, and the evidence needed to progress.

Add the supporting controls

Least privilege

When an agent needs a small subset of a service’s capabilities.

Expected behavior
Provide only the tools, resources, and credential scope needed for the task.
Prepare
List allowed operations and destinations. Test refusal outside the intended scope.

Receipt before action

When a specific tool call must be authorized at the point of execution.

Expected behavior
Use a governed executor that verifies the receipt against the exact call and configured trust.
Prepare
Configure identity, actor/action/argument binding, signatures, and consumption where required.

Fail closed

When uncertainty about a required governance check must stop execution.

Expected behavior
Refuse the governed action when a required decision, verification, or evidence step fails.
Prepare
Define failure conditions, permitted retries, observability, and a recovery path.

Reversible changes

When a change can be staged before it becomes difficult to undo.

Expected behavior
Prefer drafts, isolated branches, checkpoints, and bounded intermediate changes.
Prepare
Inspect the difference, retain recoverable state, and verify the rollback procedure.

Separate review

When self-approval would weaken the decision boundary.

Expected behavior
Assign proposing, reviewing, and executing to explicit roles with separate responsibilities.
Prepare
Define who may act in each role and how identity is authenticated outside the library.

Audit logging

When a reviewer needs to reconstruct a consequential decision later.

Expected behavior
Record the request context, policy version, decision, and execution evidence appropriate to the task.
Prepare
Configure full audit mode, storage, access, retention, and independent anchoring as needed.

Task-local context

When sensitive information should remain within one task or tenant.

Expected behavior
Keep only authorized context in the task and define what may be retained or shared.
Prepare
Set context boundaries, expiration, export permissions, and a reset procedure.

Credential isolation

When a tool requires secrets that should not enter ordinary agent context.

Expected behavior
Keep key custody and scoped credential delivery in an explicit infrastructure layer.
Prepare
Choose the credential owner, approved destinations, lifetime, logging redaction, and rotation path.

Simulate before execution

When the planned action can be inspected using a fixture, plan, or dry run.

Expected behavior
Evaluate representative inputs before giving the workflow operational access.
Prepare
State what the simulation covers, what it cannot show, and which live checks remain.

Verify before claims

When reporting completion, performance, deployment, or assurance status.

Expected behavior
Attach the actual artifact and method to the claim, with a date and explicit scope.
Prepare
Separate proposed, attempted, completed, tested, and independently assured outcomes.

Make the arrangement reviewable

Write down permitted actions, stop conditions, review responsibilities, and the evidence you expect. Keep the brief separate from the mechanism that enforces it.

Use the task-brief template