Working template
Workflow Charter and Value Case
Workflow Charter and Value Case, a learner-facing working resource from the free and open-source Lumyn FDE School.
For self-directed practice, use the fictional claims-denial case. Treat source, label, metric, and authority gaps as unknowns rather than optimistic defaults.
Evidence boundary
- Evidence mode: live field evidence / sanitized retrospective / synthetic practice:
- Evidence classes used: assertion / observation / policy / measured operations / exact-build test / exercised capability:
- Intended use or decision:
- Scope and applicability:
- Current limitations and prohibited claims:
Decision event
- Decision to be made: fund / continue / accept / renew / reshape / stop:
- Decision deadline:
- Named budget or decision authority:
- Economic exposure or funded range:
- Conditions and next step:
Workflow boundary
- Trigger and eligible population:
- Decision or action being improved:
- Operating owner:
- Systems of record:
- Explicit exclusions:
- Current counterfactual:
Outcome contract
- Outcome statement:
- Outcome status: draft / proposed / accepted:
- Authority basis or explicit unknown:
- Baseline value or status, source, and measurement window:
- Target and measurement window:
- Metric owner:
- Independent verifier:
- Adoption or operating indicator:
- Decision threshold:
- Attribution limits:
- Transfer or exit condition:
Complete cost basis
| Cost class | One-time | Recurring | Evidence or assumption | Sensitivity |
|---|---|---|---|---|
| Model and infrastructure | ||||
| Integration and data preparation | ||||
| Human review and exceptions | ||||
| Evaluation, security, and compliance | ||||
| Support, incidents, and change |
Four constraint gates
| Dimension | Status | Requirement or claim | Evidence and limitation | Next action class | Owner |
|---|---|---|---|---|---|
| Data | satisfied / blocking / unknown / not applicable | ||||
| Process | satisfied / blocking / unknown / not applicable | ||||
| Governance | satisfied / blocking / unknown / not applicable | ||||
| Accountable capability | satisfied / blocking / unknown / not applicable |
Not applicable requires a rationale and verifier. Do not average gates into a score.
For the data gate, inspect source and label authority, permitted purpose, representative coverage, preparation lineage, freshness, access and retention, missing-data behavior, remediation owner, and remediation economics for the exact decision route.
Decision
- Discover / build / bounded kickoff / defer / stop:
- Evidence basis:
- Highest-impact blocker or unknown:
- Next field move:
- Owner and review date: