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Pilot Governance Taskforce and plan

Source: deck slides 18–20 · WPP MEDIA · PRIVATE AND CONFIDENTIAL

Wrike AI Agent Pilot Governance Taskforce#

Bring the business perspective into validation, Pilot governance and the design of controlled Rollout. · Slide 18

8–12 certified admins

Objective#

  • Validate risks and controls, agree the Pilot/Rollout/GA approach, govern the Pilot and co-own the wider Rollout recommendation.

Membership#

  • Business administrators and representatives, supported by Global Wrike Team - Support, Implementation, Integration and AI CoE/Security advisers (if needed)

Business validation#

  • Validate all 21 risks against real business scenarios
  • Challenge whether controls are practical and proportionate
  • Identify market, client, workflow and operational dependencies
  • Agree where manual or compensating controls are acceptable
  • Confirm accountable business actions and representatives

Pilot governance#

  • Review and approve every Pilot submission
  • Approve scope, actions, limits, ownership and expiry
  • Confirm Delete is disabled and write actions are bounded
  • Review monitoring evidence, incidents and exceptions
  • Modify, suspend, disable, escalate or retire agents

Rollout co-ownership#

  • Agree controls required for Pilot, Rollout and GA
  • Define business conditions for progressing beyond Pilot
  • Shape use-case priorities and the up to 30 agent approach
  • Own actions within represented business areas
  • Champion controlled adoption and communications

Outputs: validated risk and control matrix, agreed staging model, approved Pilot approach, business-validated use cases, Pilot evidence, Rollout conditions and a jointly owned recommendation.

Technical capability delivery remains with the relevant product, integration and platform owners.

3 Stages: jointly shape, test and agree the approach#

A gate-based plan combining business validation of the framework with controlled Pilot execution and Rollout design. · Slide 19

Stage 1: Validate and agree the framework#

WeekActivity
W1Confirm Taskforce authority, Pilot scope and validation approach
W2Validate the 21 risks, proposed controls and accountable owners
W3Agree Pilot, Rollout and GA requirements and compensating controls
W4Approve the Pilot operating model, artefacts and readiness gate

Stage 2: Assess, configure and activate#

WeekActivity
W5Review business use cases, value, risk and ownership
W6Configure and test approved agents and boundary scenarios
W7Close readiness gaps and confirm scope, limits and expiry
W8Activate approved agents and begin daily monitoring

Stage 3: Learn, refine and co-own Rollout#

WeekActivity
W9Operate the Pilot and run weekly business assurance reviews
W10Validate controls using write, bulk, incident and change evidence
W11Revalidate risks, controls and staging using Pilot evidence
W12Joint recommendation, Rollout conditions and accountable actions

Readiness gate: progression pauses until the Taskforce validates the evidence and agrees that mandatory controls or documented compensating measures are sufficient.

Joint outcome: approve or revise the framework, confirm Rollout conditions, assign accountable actions, progress selected agents, remediate gaps or pause.

Management support and decisions required#

Enable the Taskforce to act as the business validation and co-ownership body for controlled adoption. · Slide 20

#DecisionDescription
1Endorse the validation mandateAuthorise the Taskforce to validate and challenge the 21 risks, controls, owners and Pilot/Rollout/GA stage requirements.
2Back business participationRelease certified administrators and business representative to bring real business scenarios, make timely decisions and own actions.
3Confirm shared accountabilityTaskforce co-owns business suitability, Rollout conditions and adoption actions; Product, Integration and AI CoE/Security retain technical control delivery.
4Sponsor a gate-based RolloutRequire a joint Taskforce and management recommendation before expansion, with unresolved product or architecture gaps remediated, constrained or formally accepted.

Decision required: endorse the Taskforce mandate, confirm business representation and accountability, and authorise the gate-based Pilot-to-Rollout approach.