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.