菜单
Use when adoption planning must address trust, human oversight, escalation, retraining communications, and workforce concerns for AI features inside multi-tenant SaaS; use the SaaS rollout skill for non-AI operating change.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Use when reviewing new or changed skills and bundled resources for unsafe installers, credential harvesting, hidden execution, or excessive permissions; use skill-writing for authoring structure.
Use when creating or normalising reusable proposal skills, trigger routes, contracts, references, or authoring automation; use skill-safety-audit instead for a read-only security review.
Use when routing, drafting, reviewing, or assembling a complete consulting proposal, EoI, bid, or tender response; use a numbered pipeline skill when only one known section is required.
Use when choosing whether an AI agent is included, sold as an add-on, or sold standalone; use the pricing skill for rate mechanics and the SLA skill for service commitments.
Use when selecting and adapting agent-specific contract exhibits for a proposal, MSA, or statement of work; use the addendum skill when drafting the full MSA/SLA overlay.
Use when defining intervention credits, abort rights, or refund mechanics for an agent engagement; use the SLA skill for broader credits and the outcome-pricing skill for success fees.
| name | ai-on-saas-change-management-and-adoption |
| description | Use when adoption planning must address trust, human oversight, escalation, retraining communications, and workforce concerns for AI features inside multi-tenant SaaS; use the SaaS rollout skill for non-AI operating change. |
| metadata | {"portable":true,"compatible_with":["claude-code","codex"]} |
Acknowledgement: Shared by Peter Bamuhigire, techguypeter.com, +256 784 464178.
change-management).ai-transformation-proposal).| Artefact or fact | Required? | Source/provider | If absent |
|---|---|---|---|
| Affected user populations per AI feature (counts, roles, locations). | Required | Buyer, ToR, approved records, or discovery | Mark unavailable, request it, and qualify any affected claim or artefact. |
| Buyer's communications posture (proactive, reactive, silent). | Required | Buyer, ToR, approved records, or discovery | Mark unavailable, request it, and qualify any affected claim or artefact. |
| Union / works-council / staff association presence. | Conditional | Buyer, ToR, approved records, or discovery | Mark unavailable, request it, and qualify any affected claim or artefact. |
| Regulator-facing transparency obligations. | Conditional | Buyer, ToR, approved records, or discovery | Mark unavailable, request it, and qualify any affected claim or artefact. |
| Existing change management forum and sponsor. | Conditional | Buyer, ToR, approved records, or discovery | Mark unavailable, request it, and qualify any affected claim or artefact. |
Stop condition: Stop before asserting scope, compliance, value, acceptance, or readiness when a load-bearing input is missing or contradicted.
Recovery: Record the gap, owner, and next evidence step; then return the narrowest qualified proposal content that remains supportable.
| Artefact | Consumer | Observable acceptance condition |
|---|---|---|
AI Adoption Plan subsection for 06-methodology close or standalone change-management section. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| Augment-vs-Replace Communications Brief. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| Trust-Building Staging Plan (shadow → confirm → supervised → auto). | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| HITL Design table per feature. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| Retraining Cadence Communications Plan. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| Union / Works-Council / Regulator Communications Plan (where applicable). | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| AI Adoption Metrics dashboard specification. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
For agentic engagements, trust staging is sharper: each stage has named action-class evidence (agreement rate in Shadow; confirmation latency and override rate in Confirm; intervention rate and zero irreversibility in Supervised; task-success and contestability cases in Agentic). The augment / replace framing extends to augment / redeploy / retrain per role, with a funded six-module supervisor retraining curriculum. An agent-on-your-behalf disclosure UX becomes a named deliverable. Adoption metrics add intervention rate, override rate, supervisor CSAT, queue headroom, and contestability case load. Load ../ai-agent-change-management-and-adoption/SKILL.md for the agent playbook.
| Evidence | Consumer | Acceptance condition |
|---|---|---|
| Input-and-assumption record | Proposal lead and reviewer | Every load-bearing claim maps to a source, approved assumption, or explicit gap. |
| Decision and review record | Buyer owner and delivery lead | The selected option, rationale, owner, stop condition, and approval status are visible. |
| Section acceptance check | Evaluator-readiness reviewer | Each output meets its stated acceptance condition and unresolved checks are not presented as passed. |
This skill may read supplied tender, discovery, architecture, commercial, security, and operating evidence and draft proposal artefacts within the authorised workspace. It must not publish, send, certify compliance, accept contractual terms, change production systems, spend funds, or disclose confidential evidence without explicit authority. Review and analysis remain read-only by default.
If files, current legal or technical evidence, calculation tools, network access, or reviewers are unavailable, produce the narrowest useful qualified draft. Label assumptions and checks as not assessed, omit unsupported assurances or figures, and state the exact evidence and owner needed to complete the work. An unavailable check never becomes a pass.
| Choice | Action | Failure or risk avoided |
|---|---|---|
| Trust barrier | Assign an owner, intervention, adoption measure, and escalation path | Low adoption hidden behind deployment completion |
| Missing load-bearing evidence | Stop the affected claim, record the gap and owner, and continue only with separable supported content. | Fabricated assurance or hidden dependency |
| Conflicting buyer and supplier evidence | Surface the conflict for decision; do not silently choose the favourable version. | Misaligned scope, price, or acceptance |
| Irreversible, contractual, publishing, or production action | Obtain explicit authority and preserve an approval record before acting. | Unauthorised commitment or mutation |
Before enabling an AI assistant for all caseworkers, evidence task-specific competence, escalation behaviour, user training, feedback capture, and an owner who can suspend the feature.