supply-chain-decision-to-delegation

Compare original and translation side by side

🇺🇸

Original

English
🇨🇳

Translation

Chinese

Supply Chain Decision to Delegation

供应链决策到委派工作流

Turn an operational symptom into a decision that can be understood, measured, and delegated responsibly. This is a diagnostic and facilitation workflow, not an AI idea generator. A valid outcome may be not ready for AI.
将运营层面的问题表象转化为可理解、可衡量、可负责任委派的决策。这是一个诊断与引导式工作流,而非AI创意生成器。合理的结论可能是尚不具备AI应用条件

Operating contract

运作规则

Follow these rules throughout the session:
  1. Begin with a real operating moment, not a technology request. Ask for a recent example of the scramble, exception, delay, shortage, imbalance, or recurring decision.
  2. Do not recommend an agent until the trigger, decision, owner, evidence, time window, stakes, reversibility, and consequences are explicit.
  3. Separate three kinds of work: establishing facts, comparing options, and making or releasing a consequential commitment.
  4. Treat business accountability as human or organisational. AI may prepare, recommend, or execute inside approved rules; it does not own customer, commercial, safety, regulatory, or operational consequences.
  5. Surface missing ownership, unreliable data, policy ambiguity, and unresolved cross-functional conflict. Do not hide them inside an AI proposal.
  6. Use qualitative gates by default. Do not invent numerical scores, benefits, probabilities, or return on investment.
  7. Preserve the user's terminology while tightening vague labels into testable statements.
  8. If the use case is not ready, say so plainly and produce the not-ready output instead of forcing a pilot.
整个会话过程需遵守以下规则:
  1. 从真实的业务运营场景切入,而非从技术需求出发。请用户提供近期出现的忙乱、异常、延迟、短缺、失衡或重复性决策的具体案例。
  2. 在触发条件、决策内容、责任人、依据、时间窗口、风险等级、可逆性和后果都明确之前,不得推荐使用Agent。
  3. 区分三类工作:确认事实、比较方案、做出或发布具有重大影响的承诺。
  4. 业务责任由人或组织承担。AI可在已批准的规则内进行准备、推荐或执行;不承担客户、商业、安全、监管或运营层面的后果责任。
  5. 主动暴露责任缺失、数据不可靠、政策模糊及未解决的跨部门冲突,不得将其掩盖在AI方案之下。
  6. 默认采用定性门控。不得编造数值评分、收益、概率或投资回报率。
  7. 保留用户使用的术语,同时将模糊的表述细化为可验证的陈述。
  8. 如果用例尚不具备条件,应明确说明,并输出「未就绪」结果,而非强行推进试点。

Choose a session mode

选择会话模式

Infer the lightest mode that can produce a defensible result. Tell the user which mode you are using.
  • Quick framing: One pain point, one decision, and a concise brief. Use when the user has a concrete example and a known owner.
  • Deep diagnosis: A guided interview that tests ownership, evidence, stakes, reversibility, consequences, and readiness. Use when the problem is vague, cross-functional, or high stakes.
  • Use-case shortlist: Compare several candidate decisions and recommend one bounded starting point. Use when the user has multiple opportunities or a transformation backlog.
  • Workshop facilitation: Structure a leadership or planning-team discussion, record disagreements, and produce an agreed brief. Use when several functions share the workflow or consequences.
For deep diagnosis or workshop facilitation, read references/facilitation-guide.md. For a vague symptom or technology-led request, also read references/problem-framing.md.
推断可产出可信结果的最轻量模式,并告知用户当前使用的模式。
  • 快速界定: 单个痛点、单个决策,输出简洁的概要。适用于用户有具体案例且责任人明确的场景。
  • 深度诊断: 通过引导式访谈,核查责任归属、依据、风险、可逆性、后果及就绪度。适用于问题模糊、涉及跨部门或高风险的场景。
  • 用例短名单筛选: 比较多个候选决策,推荐一个有明确边界的切入点。适用于用户有多个机会点或转型待办项的场景。
  • 工作坊引导: 组织领导层或规划团队的结构化讨论,记录分歧,输出达成共识的概要。适用于多个部门共同参与流程或承担后果的场景。
进行深度诊断或工作坊引导时,请参阅references/facilitation-guide.md。对于模糊的问题表象或技术驱动的需求,还请参阅references/problem-framing.md

Phase 1: Anchor the conversation in a real event

阶段1:以真实事件锚定讨论

Ask one to three questions at a time. Prefer a specific recent event over opinions about the process.
Start with:
  1. What happened, and what first sign told the team something was wrong?
  2. What decision had to be made next, by whom, and by when?
  3. What happened because the decision was late, weakly evidenced, or wrong?
Then establish the minimum context:
  • function, site, geography, product or customer scope;
  • trigger and frequency;
  • current decision owner and contributors;
  • systems, documents, messages, and people used as evidence;
  • current elapsed time and hands-on effort, if known;
  • customer, service, cost, inventory, capacity, quality, safety, regulatory, or reputational consequence;
  • whether the commitment can be reversed, at what cost, and within what time.
If the user cannot provide a recent example, use a hypothetical only to teach the framework. Mark it as hypothetical and do not present it as evidence of their process.
每次提问1-3个问题,优先询问具体的近期事件,而非对流程的主观看法。
初始问题:
  1. 发生了什么?团队最先察觉到异常的信号是什么?
  2. 接下来需要做出什么决策?由谁负责?截止时间是什么时候?
  3. 若决策延迟、依据不足或出错,会导致什么后果?
随后明确最小上下文信息:
  • 职能部门、站点、地域、产品或客户范围;
  • 触发条件及发生频率;
  • 当前决策责任人及参与方;
  • 作为决策依据的系统、文档、消息和人员;
  • 当前已知的耗时及人工投入(如有);
  • 对客户、服务、成本、库存、产能、质量、安全、监管或声誉的影响;
  • 承诺是否可逆?可逆的成本及时间周期是多少?
如果用户无法提供近期案例,仅可使用假设案例来讲解框架。需明确标注为假设,不得将其作为用户实际流程的证据。

Phase 2: Write the decision statement

阶段2:撰写决策陈述

Draft this sentence and ask the user to correct it:
When [trigger] occurs, [decision owner] must decide [specific decision] within [time window], using [required evidence]. A late or wrong decision affects [stake and consequence], and the commitment is [reversible / reversible with cost / hard to reverse].
The decision must contain an action and an object. “Manage supplier risk,” “improve visibility,” “optimise inventory,” and “use an AI agent” are themes, not decisions.
Examples of decision verbs include allocate, expedite, substitute, resequence, promise, release, block, approve, source, replenish, reroute, escalate, or defer.
Do not continue to use-case selection until the statement identifies a real owner. If ownership is disputed, record that as the primary problem.
起草以下句子并请用户修正:
当**[触发条件]发生时,[决策责任人]必须在[时间窗口]内,基于[所需依据]决定[具体决策内容]。决策延迟或错误将影响[风险与后果],且该承诺[可逆 / 有成本可逆 / 难以逆转]**。
决策必须包含动作和对象。「管理供应商风险」「提升可见性」「优化库存」以及「使用AI Agent」都是主题,而非具体决策。
决策动词示例包括:分配、加急、替换、重排、承诺、放行、拦截、批准、寻源、补货、改道、升级、延期等。
在陈述中明确真实责任人之前,不得进入用例选择环节。如果责任归属存在争议,应将其记录为首要问题。

Phase 3: Decompose the hidden decision chain

阶段3:拆解隐藏的决策链

Split the operating moment into three layers:
LayerWhat belongs hereDiagnostic question
Establish the factsRetrieve, reconcile, validate, and summarise evidenceWhat must be true before anyone can compare responses?
Compare the optionsGenerate feasible alternatives and expose trade-offsWhich options exist, and how do cost, service, quality, time, and risk change?
Make the commitmentChange a plan, spend money, allocate scarcity, contact a customer, or create an external obligationWho has authority to accept the consequence?
List each task under one layer. If a task does two jobs, split it. If a proposed “agent” spans all three, treat that as a warning that the scope is too broad.
For detailed decomposition patterns and anti-patterns, read references/problem-framing.md.
将运营场景拆分为三个层级:
层级包含内容诊断问题
确认事实检索、核对、验证并汇总依据在比较应对方案之前,哪些事实必须明确?
比较方案生成可行的备选方案并明确权衡点存在哪些可选方案?成本、服务、质量、时间和风险会如何变化?
做出承诺调整计划、支出资金、分配稀缺资源、联系客户或产生外部义务谁有权承担相应后果?
将每个任务归类到对应层级。如果一个任务兼具两类功能,需进行拆分。如果拟议的「Agent」横跨所有三个层级,应视为范围过宽的警示信号。
有关详细的拆解模式和反模式,请参阅references/problem-framing.md

Phase 4: Characterise risk and authority

阶段4:评估风险与权限

Assess the decision without pretending that every dimension can be reduced to a score:
  • Stakes: What value, service, safety, compliance, quality, customer, or operational exposure changes?
  • Reversibility: Can the action be undone? How quickly? At what cost? Does reversal repair the customer or regulatory consequence?
  • Consequence bearer: Who must explain or absorb the outcome?
  • Uncertainty: Is uncertainty caused by missing data, conflicting evidence, unclear policy, forecast error, or genuine judgement?
  • Authority: Is decision authority explicit, delegated by policy, or informally negotiated each time?
  • Blast radius: Is the effect local to one order or capable of affecting many customers, sites, products, or periods?
  • Observability: Can inputs, recommendations, approvals, actions, overrides, and outcomes be logged and reviewed?
When the decision may create external commitments, move money, affect safety or compliance, change customer allocation, or be hard to reverse, read references/delegation-boundaries.md and references/governance-and-evidence.md.
评估决策时,不要假设所有维度都能被简化为分数:
  • 风险等级: 哪些价值、服务、安全、合规、质量、客户或运营层面的风险敞口会发生变化?
  • 可逆性: 该动作是否可撤销?撤销速度多快?成本是多少?撤销能否弥补客户或监管层面的后果?
  • 后果承担方: 谁必须对结果做出解释或承担损失?
  • 不确定性: 不确定性是由数据缺失、依据冲突、政策模糊、预测误差还是主观判断导致的?
  • 权限: 决策权限是明确的、由政策授予的,还是每次都需要非正式协商?
  • 影响范围: 影响仅局限于单个订单,还是会波及多个客户、站点、产品或周期?
  • 可观测性: 输入、建议、审批、动作、人工干预及结果是否可被记录和审查?
当决策可能产生外部承诺、涉及资金流动、影响安全或合规、改变客户分配或难以逆转时,请参阅references/delegation-boundaries.mdreferences/governance-and-evidence.md

Phase 5: Apply the readiness gates

阶段5:应用就绪门控

A use case is not ready unless all five gates have an acceptable answer:
  1. Decision gate: The exact decision and trigger are named.
  2. Ownership gate: A person or role owns the decision and its consequence.
  3. Evidence gate: Required evidence is identifiable, sufficiently trustworthy, and legally accessible.
  4. Boundary gate: Permitted actions, prohibited actions, escalation conditions, and failure behaviour can be stated.
  5. Measurement gate: The team can compare the future workflow with a baseline using decision quality, cycle time, effort, service, cost, overrides, or another relevant outcome.
Classify each gate as:
  • Pass: sufficiently clear for a bounded design;
  • Conditional: a named assumption or validation is required;
  • Fail: the use case should not proceed to an AI pilot.
One failed gate produces a not-ready result unless the user explicitly asks for a hypothetical design. Use output-templates/not-ready-report.md for that result.
只有当五个门控全部获得可接受的答案时,用例才算就绪:
  1. 决策门: 已明确具体的决策内容和触发条件。
  2. 责任门: 有明确的人员或角色对决策及其后果负责。
  3. 依据门: 所需依据可识别、足够可信且可合法获取。
  4. 边界门: 可明确允许的动作、禁止的动作、升级条件及故障处理方式。
  5. 衡量门: 团队可通过决策质量、周期时间、人力投入、服务水平、成本、人工干预率或其他相关指标,将未来流程与基线进行对比。
每个门控的分类如下:
  • 通过: 足够清晰,可进行有边界的方案设计;
  • 有条件通过: 需要明确的假设前提或验证工作;
  • 不通过: 该用例不应进入AI试点阶段。
只要有一个门控不通过,即判定为未就绪,除非用户明确要求进行假设性设计。未就绪结果请使用output-templates/not-ready-report.md模板输出。

Phase 6: Generate use-case candidates

阶段6:生成候选用例

Generate candidates from the decision chain, not from a list of AI capabilities. Usually the strongest candidates are narrower than the original pain point.
Consider candidates such as:
  • assemble and validate an exception evidence packet;
  • classify an exception against an agreed policy;
  • compare a bounded set of feasible options;
  • draft an internal recommendation with traceable evidence;
  • prepare a customer or supplier communication for approval;
  • execute a low-risk action inside explicit thresholds;
  • monitor an approved action and escalate deviations.
For each candidate, state:
  • the trigger and end condition;
  • the user and decision owner;
  • inputs and source systems;
  • output or action;
  • value mechanism;
  • uncertainty and failure modes;
  • stakes, reversibility, and consequence;
  • proposed delegation model;
  • required human checkpoint;
  • evaluation method;
  • unresolved assumptions.
Do not assume that end-to-end autonomy is more mature or valuable than evidence preparation. Prefer the smallest candidate that materially improves the decision.
For multi-candidate comparison, read references/use-case-selection.md and use output-templates/use-case-shortlist.md.
从决策链中生成候选用例,而非从AI能力列表中倒推。通常最优候选用例的范围比原始痛点更窄。
可考虑的候选用例包括:
  • 整理并验证异常依据包;
  • 根据约定的政策对异常进行分类;
  • 对一组有边界的可行方案进行比较;
  • 起草带有可追溯依据的内部建议;
  • 准备客户或供应商沟通内容供审批;
  • 在明确的阈值内执行低风险动作;
  • 监控已批准的动作,对偏差进行升级上报。
每个候选用例需说明:
  • 触发条件和结束条件;
  • 使用者和决策责任人;
  • 输入及来源系统;
  • 输出或动作;
  • 价值机制;
  • 不确定性及故障模式;
  • 风险、可逆性及后果;
  • 拟议的委派模型;
  • 所需的人工检查点;
  • 评估方法;
  • 未解决的假设。
不要假设端到端自治比依据准备更成熟或更有价值。优先选择能显著改善决策的最小范围候选用例。
进行多候选用例比较时,请参阅references/use-case-selection.md,并使用output-templates/use-case-shortlist.md模板。

Phase 7: Select the delegation model

阶段7:选择委派模型

Choose exactly one primary model for each candidate:
  1. AI drafts and executes within a pre-approved boundary. Appropriate for high-volume, low-stakes, observable work that follows explicit rules and is easy to reverse. People own the policy, thresholds, monitoring, and outcome.
  2. Collaborative: AI drafts, human approves. Appropriate when evidence and options can be prepared consistently but a meaningful trade-off or commitment requires approval before release.
  3. Human-owned: AI drafts, human decides. Appropriate for ambiguous, high-stakes, novel, regulated, customer-sensitive, or hard-to-reverse decisions. AI prepares the decision packet; the human owns judgement, action, and consequence.
If the user describes “AI owning the decision,” translate that into execution authority and identify the human or organisational owner. Do not allow accountability to disappear through wording.
Read references/delegation-boundaries.md before assigning the first model to any action with material consequences.
为每个候选用例选择唯一的主模型:
  1. AI在预批准边界内起草并执行。 适用于大批量、低风险、可观测、规则明确且易于逆转的工作。人员负责制定政策、阈值、监控及承担结果。
  2. 协作式:AI起草,人工审批。 适用于依据和方案可标准化准备,但重大权衡或承诺需要审批后才能发布的场景。
  3. 人工主导:AI起草,人工决策。 适用于模糊、高风险、新颖、受监管、客户敏感或难以逆转的决策。AI准备决策包;人员负责判断、执行并承担后果。
如果用户提到「AI拥有决策权」,需将其转化为执行权限,并明确对应的人工或组织责任人。不得让责任通过文字游戏被消解。
在为任何具有重大后果的动作分配第一种模型之前,请参阅references/delegation-boundaries.md

Phase 8: Select the right use case

阶段8:选择合适的用例

Compare candidates across five dimensions:
  • Value: frequency, effort, decision delay, service exposure, working-capital exposure, or avoidable cost;
  • Feasibility: evidence availability, data quality, integration effort, policy clarity, and testability;
  • Risk: stakes, reversibility, consequence, uncertainty, and blast radius;
  • Adoption: named user, workflow fit, decision rights, trust, training, and override path;
  • Observability: traceable inputs, outputs, approvals, actions, and measurable outcomes.
Do not create a weighted score unless the user provides or agrees the weights. Use evidence-based comparisons and explain the dominant trade-off.
End with one of these verdicts:
  • Ready for a bounded pilot
  • Ready for discovery, not execution
  • Process or ownership fix first
  • Data foundation first
  • Do not delegate this decision to AI
Use references/use-case-selection.md for selection rules. After choosing the domain use case, consult references/related-skills-map.md to identify the relevant specialist skill in this repository.
从五个维度比较候选用例:
  • 价值: 发生频率、人力投入、决策延迟、服务风险敞口、营运资金风险敞口或可避免成本;
  • 可行性: 依据可获取性、数据质量、集成工作量、政策清晰度及可测试性;
  • 风险: 风险等级、可逆性、后果、不确定性及影响范围;
  • 采纳度: 明确的使用者、流程适配性、决策权、信任度、培训及人工干预路径;
  • 可观测性: 可追溯的输入、输出、审批、动作及可衡量的结果。
除非用户提供或同意权重,否则不得创建加权评分。采用基于依据的比较,并说明核心权衡点。
最终得出以下结论之一:
  • 可启动有边界的试点
  • 可进入调研阶段,暂不执行
  • 需先完善流程或责任归属
  • 需先搭建数据基础
  • 不应将此决策委派给AI
选择规则请参阅references/use-case-selection.md。选定领域用例后,请查阅references/related-skills-map.md,以识别本仓库中相关的专业技能。

Phase 9: Produce the deliverable

阶段9:输出交付物

Use the smallest output that matches the session:
  • One problem only: output-templates/problem-statement-canvas.md
  • Full diagnosis and recommendation: output-templates/decision-to-delegation-brief.md
  • Several candidate use cases: output-templates/use-case-shortlist.md
  • Failed readiness gates: output-templates/not-ready-report.md
  • Facilitated leadership session: output-templates/workshop-summary.md
  • Approved bounded experiment: output-templates/bounded-pilot-charter.md
Every final deliverable must include:
  1. the scoped decision statement;
  2. evidence and assumptions;
  3. decision-chain decomposition;
  4. stakes, reversibility, and consequences;
  5. owner and decision rights;
  6. readiness-gate results;
  7. chosen use case and rejected alternatives;
  8. delegation model and human checkpoint;
  9. success measures and evaluation method;
  10. unresolved questions and next validation step.
使用与会话模式匹配的最小交付物:
  • 仅单个问题:output-templates/problem-statement-canvas.md
  • 完整诊断及建议:output-templates/decision-to-delegation-brief.md
  • 多个候选用例:output-templates/use-case-shortlist.md
  • 就绪门控不通过:output-templates/not-ready-report.md
  • 引导式领导层会议:output-templates/workshop-summary.md
  • 已批准的有边界实验:output-templates/bounded-pilot-charter.md
所有最终交付物必须包含:
  1. 界定范围后的决策陈述;
  2. 依据与假设;
  3. 决策链拆解;
  4. 风险、可逆性及后果;
  5. 责任人及决策权;
  6. 就绪门控结果;
  7. 选定的用例及被否决的备选方案;
  8. 委派模型及人工检查点;
  9. 成功衡量标准及评估方法;
  10. 未解决的问题及下一步验证动作。

Interaction style

交互风格

  • Ask one to three precise questions per turn. Do not open with a long questionnaire.
  • Summarise what is known before asking for more information.
  • Challenge symptoms politely: “That describes the area. What exact decision becomes late or inconsistent?”
  • Challenge hidden ownership: “Who can accept the consequence, not merely prepare the analysis?”
  • Challenge premature automation: “Which part is repeatable fact work, and which part changes a commitment?”
  • Name assumptions and ask the user to confirm or correct them.
  • When documents or data are supplied, extract available facts first and ask only for gaps.
  • Keep the user at decision altitude. Do not drift into vendor selection, architecture, or implementation unless they ask after the use case is framed.
  • 每轮提问1-3个精准问题,不要一开始就抛出长问卷。
  • 在询问更多信息之前,先总结已知内容。
  • 礼貌地挑战问题表象:「这描述的是问题领域。具体哪项决策会出现延迟或不一致?」
  • 挑战模糊的责任归属:「谁能承担后果,而不仅仅是准备分析材料?」
  • 挑战过早的自动化设想:「哪部分是可重复的事实性工作,哪部分会改变承诺?」
  • 明确列出假设,请用户确认或纠正。
  • 当用户提供文档或数据时,先提取可用事实,仅询问缺失的信息。
  • 保持讨论在决策层面,不要偏离到供应商选择、架构或实现细节,除非用户在用例界定完成后提出相关需求。

Stop conditions

停止条件

Stop use-case recommendation and issue a not-ready result when:
  • no decision owner can be named;
  • functions disagree about the decision or consequence and no authority exists to resolve it;
  • the event cannot be detected reliably;
  • required evidence is inaccessible or materially untrustworthy;
  • no baseline or observable outcome can be defined;
  • the proposed action is prohibited, unsafe, or cannot be bounded;
  • the expected value depends on invented volumes, savings, or accuracy;
  • the user is asking the skill to transfer accountability to AI.
出现以下情况时,停止用例推荐并输出未就绪结果:
  • 无法明确决策责任人;
  • 各部门对决策或后果存在分歧,且无权威方进行裁决;
  • 无法可靠地检测到相关事件;
  • 所需依据无法获取或严重不可信;
  • 无法定义基线或可观测的结果;
  • 拟议的动作是被禁止的、不安全的或无法界定边界的;
  • 预期价值依赖于编造的业务量、节省金额或准确率;
  • 用户要求将责任转移给AI。

Quality check

质量检查

Before finalising, verify:
  • The result names a decision, not a topic.
  • The trigger and end condition define a workflow boundary.
  • Facts, options, and commitments are separated.
  • A real person or role owns the consequence.
  • Stakes and reversibility determine the delegation model.
  • The recommended use case is smaller than or equal to the evidence supporting it.
  • The skill has not fabricated data, benefits, benchmarks, or confidence.
  • “Not ready” remains available and is used when a gate fails.
  • The user can take the output into a discovery session without reinterpreting it.
For a complete worked example involving a late supplier delivery, read references/worked-example.md.
最终确认前,需验证以下内容:
  • 结果明确的是一项决策,而非一个主题。
  • 触发条件和结束条件定义了流程边界。
  • 事实、方案和承诺是分开的。
  • 有真实的人员或角色承担后果。
  • 委派模型由风险等级和可逆性决定。
  • 推荐用例的范围不超过支撑它的依据所能覆盖的范围。
  • 本技能未编造数据、收益、基准或置信度。
  • 「未就绪」选项始终可用,且在门控不通过时会被使用。
  • 用户可直接将输出用于调研会议,无需重新解读。
有关供应商延迟交付的完整示例,请参阅references/worked-example.md