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Playbooks Overview

Operational procedures and implementation guides for AI agent governance.

Purpose

The Playbooks layer provides step-by-step implementation guidance for platform teams and operations. Content here is updated continuously as Microsoft portals and capabilities change.

Target Audience:

  • Power Platform Admins
  • SharePoint Admins
  • Compliance Analysts
  • Security Operations
  • Implementation Teams

When to Use Playbooks

Use playbooks when you need:

  • Portal walkthroughs — Step-by-step configuration in admin centers
  • PowerShell scripts — Automation for governance tasks
  • Operational templates — Forms and schemas for governance processes
  • Troubleshooting guidance — Common issues and resolutions

Playbook Categories

Getting Started

Phase-based implementation guides for new deployments.

Playbook Purpose
Phase 0: Governance Setup Initial governance structure and core controls
Phase 1: Minimal Viable Controls Production readiness controls
Phase 2: Hardening Advanced security and monitoring

Governance Operations

Day-to-day governance procedures and templates.

Playbook Purpose
Governance Operating Calendar Scheduled governance activities
RACI Governance Template Role assignment template
Action Authorization Matrix Approval requirements by action type
Escalation Matrix Escalation procedures and contacts
Decision Log Schema Governance decision documentation

Compliance and Audit

Examination preparation and evidence management.

Playbook Purpose
Evidence Pack Assembly Compile examination evidence
Audit Readiness Checklist Pre-examination preparation
Examination Response Guide Responding to examiner requests

Incident and Risk

Incident response and risk assessment procedures.

Playbook Purpose
AI Incident Response Playbook Incident detection and response
AI Risk Assessment Template Agent risk evaluation
Remediation Tracking Issue remediation workflow

Agent Lifecycle

Agent creation, deployment, and retirement procedures.

Playbook Purpose
Agent Inventory Entry Register new agents
Per-Agent Data Policy Agent-specific data handling
Agent Promotion Checklist Zone promotion requirements
Agent Decommissioning Secure agent retirement

Monitoring and Validation

Ongoing compliance monitoring and health checks.

Playbook Purpose
Real-time Compliance Dashboard Dashboard configuration
Scope Creep Detection Monitor for unauthorized expansion
Health Check Procedures Regular validation checks
Purview Audit Query Pack Pre-built audit queries
Semantic Index Governance Queries Knowledge index monitoring

Advanced Implementations

Complex governance scenarios and specialized configurations.

Playbook Purpose
Human-in-the-Loop Triggers HITL pattern implementation
Confidence and Routing Confidence-based workflows
Zone 1 Minimum Explainability Transparency requirements
DSPM for AI Policy Pack Data security policies
Platform Change Governance Message Center change operationalization

Deployable Solutions

Ready-to-deploy Power Platform solutions are available in FSI-AgentGov-Solutions. See the Solutions Index for the complete catalog with control mappings.

Regulatory Modules

Regulation-specific implementation guidance.

Playbook Purpose
Colorado AI Act Readiness Colorado AI Act compliance
Colorado AI Impact Assessment Impact assessment template
Supply Chain Risk Register Third-party risk tracking

Control Implementations

Per-control implementation guides extracted from control documentation.

284 playbooks (71 controls × 4 playbooks each) provide step-by-step implementation guidance for every control in the framework.

Each control has a dedicated folder with:

  • portal-walkthrough.md — Step-by-step portal configuration
  • powershell-setup.md — Automation scripts
  • verification-testing.md — How to verify the control works
  • troubleshooting.md — Common issues and solutions

Available Now

All 284 per-control implementation playbooks are available in the Control Implementations Index. Navigate to any control in the Control Catalog to find direct links to its 4 playbooks in the "Implementation Guides" section.

Playbook Maintenance

Update Frequency

  • Portal walkthroughs: Updated within 2 weeks of Microsoft UI changes
  • Scripts: Updated as needed for API changes
  • Templates: Updated quarterly or as governance requirements change

Version Tracking

Each playbook includes:

  • Last Updated: Date of last content revision
  • Tested On: Portal/API version tested against
  • Last UI Verified: Date of last screenshot verification

Reporting Issues

If you find outdated content or broken procedures:

  1. Check the playbook's "Last Updated" date
  2. Verify against current portal/API
  3. Report issues via GitHub Issues

FSI Agent Governance Framework v1.2.51 - February 2026