Guides

Run a client governance engagement

Consultants can coordinate client participants, multiple AI Systems, assurance, decisions, and continuing obligations in one Project.

End-to-end engagement

  1. 1Create the client Project and define scope.
  2. 2Invite participants and assign responsibilities.
  3. 3Register each AI System.
  4. 4Classify each system and generate its Governance Plan.
  5. 5Select relevant frameworks and review applicability.
  6. 6Run assurance and request evidence from client owners.
  7. 7Review Findings and Risks; manage remediation and re-testing.
  8. 8Request the formal Governance Decision.
  9. 9Generate the report and evidence export.
  10. 10Configure monitoring and respond to later changes.

Engagement discipline

Keep client evidence access scoped, distinguish consultant recommendations from client authority, and retain reasons for exclusions, risk acceptance, and decisions.

Next stepOperate governance internally