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Practical AI project guide · By Yes AI

Define who can approve each part of an AI project

An AI project can stall when everyone contributes opinions but nobody knows who can make the decision. It can also move too far when a technical choice is mistaken for business approval. Use this guide to assign decision responsibility before the team starts changing access, workflows or customer-facing behaviour.

List decisions before assigning job titles

Start with the actual choices the project will require: which task to support, what information to use, who may access it and when a trial can expand. Include permission to change a live workflow and authority to pause it. Avoid assuming one sponsor can answer every specialist question. Separate a technical implementation recommendation from acceptance of its business effects. The decision list should be specific enough that the team recognises when a choice needs an owner.

Assign one accountable owner for each decision

Name the person who makes the decision, the people who advise them and anyone who must confirm a prerequisite. A source-system owner may need to approve access before a project sponsor accepts a pilot. Record that dependency rather than letting either approval imply the other. Provide a substitute for absence where the business permits it. If nobody holds the required authority, keep the decision open and route it through the organisation normal management process.

State the limits of delegated authority

Describe which routine choices the delivery team can make within the approved scope. A team might adjust the wording of an internal label without being authorised to enable external messages. Define the changes that require another decision, such as new users, additional data or a new action. Keep those boundaries visible in the project brief. Delegating implementation work should not silently transfer control over business commitments or extend the pilot to departments that were not part of the review.

Specify the evidence needed for approval

For each decision, identify what the owner needs to inspect. That might be a sample output, a permission test or the handling of an interrupted task. Agree the acceptance conditions before presenting results so the team does not invent a favourable standard after the demonstration. Record limitations and unresolved cases alongside successful examples. Silence, attendance at a meeting or a comment saying the demonstration looks useful should not be recorded as approval of a wider operating scope.

Rehearse a fictional expansion request

In a fictional business, an internal assistant is approved to draft answers for a small support team. Someone asks to let it send replies directly. The delivery lead records this as a new decision rather than a minor interface change. The service owner reviews recipient controls and staff oversight, while the system owner checks the required access. The sponsor then decides the permitted scope using those findings. The existing draft-only approval remains unchanged while the request is reviewed.

Keep decisions available during delivery

Record the decision, owner, date, scope and evidence location in the shared project record. Include conditions, expiry or a review trigger where the owner specifies them. Link later changes to the earlier decision so staff can see what still applies. Review open decisions when they block work, and avoid treating a temporary workaround as a permanent policy. The record should let a new team member establish what is authorised without reconstructing private messages or relying on the loudest voice in a meeting.

Before you approve the workflow

  • Consequential decisions have named accountable owners.
  • Advice and prerequisites are separate from final approval.
  • Delegated authority has explicit scope limits.
  • Approval records include evidence and unresolved conditions.

Continue planning

Turn the project decision into an agreed next step

Describe the business process, project stage and decision you need to make. We can discuss scope, evidence and who should own the next step. Keep confidential records, credentials and sensitive commercial details out of this enquiry.