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Playbook for agency implementers

Your main question is usually: "How do I standardize governance without flattening client-specific realities?"

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Your risk model

You care most about:

  • repeatability;
  • rollback safety;
  • cross-client consistency;
  • human handoff;
  • avoiding over-generalized defaults.

Do

  • define bundles by site type and risk profile;
  • keep review checkpoints before publication;
  • document what a preset means in agency language;
  • preserve site-specific overrides.

Don’t

  • deploy one preset to every site;
  • hide complexity from clients if it affects real policy trade-offs;
  • confuse convenience with correctness.