Conducting Score Template

Project Name  
Conducting Area  
Version  
Status Draft / Active / Completed / Archived
Primary Conductor (Human)  
Supporting Conductors (Human)  
AI Agents  
Project Sponsor  
Date Created  
Last Updated  

1. Purpose

Why does this project exist?

Describe the purpose of the project and how it contributes to the broader mission of the organisation.

Every project should contribute to one or more Conducting Areas and ultimately advance the direction/purpose.

2. Desired Outcomes

Describe the outcomes that define success.

Primary Outcomes

  • Outcome 1
  • Outcome 2
  • Outcome 3

Success Measures

Outcome Measure Target
     
     

3. Strategic Alignment

Organisational Mission

How does this project support the organisational mission?

Conducting Areas

Select the primary areas supported.

  • ☐ Direction
  • ☐ Engagement
  • ☐ Enablement
  • ☐ Protocols
  • ☐ Sustainability
  • ☐ Processes
  • ☐ Accountability
  • ☐ Organisational
  • Strategy
  • Program
  • Initiative

4. Principles

List the principles guiding all decisions throughout the project.

Example:

  • Human conducted
  • AI assisted
  • Privacy by design
  • Security by design
  • Simplicity
  • Open standards
  • Continuous improvement

5. Scope

Included

-

-

-

Excluded

-

-

-

6. Participants

Human Roles

Role Responsibility
Sponsor  
Human Conductor  
Project Lead  
Technical Lead  
Subject Matter Experts  

AI Participants

AI Agent Responsibility
Research Agent  
Documentation Agent  
Risk Agent  
Testing Agent  
Quality Agent  

External Participants

Organisation Role
   
   

7. Decision Authority

Decision Authority
Budget  
Architecture  
Security  
Release  
Risk Acceptance  

Escalation Path

Team
   │
Project Lead
   │
Human Conductor
   │
Executive Sponsor

8. Deliverables

Deliverable Owner Due Status
       
       

9. Milestones

Milestone Target Date Complete
     
     

10. Coordination

Meeting Cadence

Meeting Frequency
Daily Coordination  
Weekly Review  
Monthly Governance  

Communication Channels

  • Teams
  • Slack
  • Email
  • GitHub
  • Issue Tracker

11. Risks

Risk Likelihood Impact Owner Status
         

AI Risk Review

How could AI introduce or reduce risk?

-

-

-

12. Dependencies

Internal

-

-

External

-

-

13. Controls

Applicable standards and governance.

  • ISO 9001
  • ISO/IEC 27001
  • ISO/IEC 42001
  • ISO 22301
  • ISO 31000
  • SOC 2

Additional controls:

-

-

14. Policies

Applicable organisational policies.

  • Information Security
  • Privacy
  • AI Governance
  • Acceptable Use
  • Change Management
  • Risk Management

15. Quality

Acceptance Criteria

-

-

-

Review Process

Describe how quality will be assessed.

16. Security

Security considerations.

-

-

-

17. AI Governance

AI Models Used

Model Purpose
   

Human Oversight

Describe required human review.

AI Decision Boundaries

What decisions may AI make autonomously?

What decisions require human approval?

18. Metrics

Leading Indicators

Metric Target
   
   

Outcome Indicators

Metric Target
   
   

19. Evidence

Evidence generated during execution.

Examples:

  • Design approvals
  • Meeting decisions
  • AI reasoning
  • Test results
  • Pull Requests
  • Deployment records
  • Security reviews
  • Risk reviews
  • Audit logs

20. Continuous Improvement

Lessons learned during execution.

Observation Improvement
   
   

21. Completion Criteria

The project is complete when:

  • ☐ Objectives achieved
  • ☐ Deliverables accepted
  • ☐ Documentation complete
  • ☐ Evidence archived
  • ☐ Risks accepted or closed
  • ☐ Lessons captured
  • ☐ Operational ownership transferred

22. Performance Review

What worked well?

What should change?

Recommendations

23. Score Summary

Item Status
Purpose  
Outcomes  
Scope  
Risks  
Budget  
Schedule  
Quality  
Security  
AI Governance  
Evidence  
Readiness  

Human Conductor Approval

Name:

Role:

Signature:

Date:

AI Steward Review

AI System:

Model Version:

Review Date:

Summary:

Executive Sponsor Approval

Name:

Role:

Date:

Conducting Score Definition

A Conducting Score is the authoritative operational specification that coordinates people, AI agents, systems, and processes to achieve a defined outcome. Unlike a traditional project plan, a Conducting Score integrates governance, execution, quality, risk, AI oversight, and continuous assurance into a single living document. It serves as both the operational guide for delivery and the evidence framework for organisational learning and compliance.