WF-20260612-033 · v1
Stabilization Plan · SOP_FIRST
Stabilization Plan
SOP First
Client onboarding document processing
CONFIDENCE · MEDIUM
HANDOFF · BLOCKED_FOR_EVIDENCE
NOT YET
Stabilize
First
NO ARCH AUTHORIZED
STATUS
Architecture not yet authorized.
This is not a rejection — it is the correct first action. No automation decision is made until the process is documented and run manually.
Automation is premature for client onboarding document processing. The workflow branches on undocumented, per-client rules — exceptions are handled by memory, not by a defined path — so there is no stable baseline against which to assign any autonomy level. The process must be documented and run manually before the Gate is run again.
Why automation is premature
Criterion failed
Exception rate
undocumented handling
Observed instability
"sometimes it's different depending on the client"
Risk if automated now
Silent misprocessing of edge-case clients with no defined failure path
Stabilization checklist
COMPLETE IN SEQUENCE
Do not advance to the next item until the current one is done.
01Document the current process step by step
No gaps, no "it depends." Name every step: what triggers it, who performs it, what they do, what they produce, what comes next.
02Identify every exception type
For each: what triggers it, who handles it, what they decide, what the possible outcomes are.
03Define the failure path
For each critical step: what happens on unexpected output, who is notified, within what timeframe, what the possible responses are.
04Establish a baseline
Run it manually and record: volume per cycle, frequency of deviations, exception rate per N runs, which steps produce the most variation.
05Run the documented process manually, N times, without deviation
N is set by volume — minimum 10–20 runs recommended; high-volume workflows use a statistically meaningful sample.
Re-evaluation criteria
✓Exception types documented with defined handling paths
✓Exception rate measured below a stated threshold over N cycles
✓Failure path defined for every step that can produce unexpected output
✓SOP followed without deviation for N consecutive runs
Earliest re-evaluation
After 30 consecutive days of documented manual execution and exception tracking — re-submit to the Gate with the completed SOP and baseline metrics.
Expected outcomes
BASELINE_RECORDEDOne manual execution completed and logged with inputs, steps, outputs, and exception notes
EXCEPTIONS_DOCUMENTEDA non-standard case occurred; exception captured with trigger, handler, decision, and outcome
RESUBMISSION_READY30-day baseline complete, SOP drafted, metrics compiled; ready for Gate re-assessment
BLOCKEDA run could not be documented due to missing exception context; log gap recorded, stabilization paused
ESCALATEDA case exceeded defined exception scope; routed to principal without SOP resolution
Autonomy Expires When
No autonomy is authorized while this plan is active. Reassess when the current process, exception paths, ownership, systems, policy, or evidence set changes; when the stabilization checklist is completed; or after any incident. Completion of the checklist triggers a new Gate assessment rather than automatic authorization.
No architecture options
Architecture selection occurs at re-assessment. There is nothing to choose until the process is stable — this absence is intentional, not an omission.
Build Handoff Pack
🔒 BLOCKED_FOR_EVIDENCE
This pack shows what is missing, not what is ready. The 20 fields are the evidence requirements the process owner must satisfy before re-assessment can produce a buildable artifact.
Handoff statusBLOCKED_FOR_EVIDENCE
Architecture recordNOT_APPLICABLE — no architecture selected
What the Gate completedDiagnosis of instability and a sequenced stabilization checklist
What is blockedAll build activity — no surface, permission, or control can be specified yet
Current state
AWAITING_EVIDENCE
Who acts next
Process owner
Exact next action
Begin checklist item 01 — document the current process step by step
Operator Disposition
APPROVE_FOR_BUILD structurally blocked — nothing to build yet
APPROVE_FOR_BUILD
HOLD_FOR_EVIDENCE
REVISE
REJECT
Gate recommendationHOLD_FOR_EVIDENCE — complete the checklist, then re-submit to the Gate