What does a scoping session for an approvals pilot produce?
A hospital administration team and MirrorFirm turn vague goals into a scoping note listing domain slice, authority patterns, traps, outputs, interface and open questions.
A team building a hospital administration environment books a scoping session with MirrorFirm. The attendees are the environment lead, an evaluation engineer and a product owner. Their agents will handle purchase approvals for a ward supplies budget.
The session works through the decisions that shape the pilot, and the outputs are recorded as a scoping note `SCOPE-0021`:
- **Domain slice:** consumables and equipment purchases, excluding clinical credentialing. - **Authority patterns:** amount tiers for ward managers, divisional directors and the finance committee; a higher tier for equipment over a set value; acting arrangements during leave. - **Traps:** a split order, an expired delegation and a requester approving a purchase they raised. - **Outputs:** a snapshot of organisation state, a first set of task definitions in JSONL, validity labels held separately, and reference outcomes. - **Interface:** `get_request`, `get_authority`, `approve`, `reject`, `escalate`, with a reset call keyed by `snapshot_id`.
The evaluation engineer asks for a held-out set that shares the organisation state but uses different amounts and delegation dates. The product owner asks that the sample be licensed for internal evaluation first, with training use decided afterwards.
After the session, the note lists open questions: how closely should the generated ward structure resemble the team's own hospital, and who reviews that resemblance for disclosure risk?
**What it teaches:**
- A scoping note turns vague wishes into checkable deliverables. - Evaluation and training uses can be licensed in stages. - Resemblance to a real organisation is a question to ask early.
A written scoping note converts wishes into checkable deliverables and surfaces licensing stages and resemblance questions early.
- Audience:
- Environment builders
- Content type:
- Scenario
- Buyer question:
- Scope and getting started
Content release: r-a220eb6e099b243b
Related questions
- How does reviewing a sample change the scope of a freight claims pilot?
- What limits apply when licensing generated approval datasets or environments?
- How do I load a first approval sample into my agent harness?
- How should we scope a first pilot for approval-handling agents?
- What should I ask for in a sample or pilot of approval material?
- What licensing questions and limits apply to a generated approval environment?