Dr. Max — Engaged Target (M6)

Archetype: Elevation — Senior AI Lead in seat but under-authorized organizationally. Engagement amplifies their role, not replaces them.

Configuration (L0)

Authorities (L1)

Convening

• Must — Chair Portfolio Council (L1-101)
• Must — Chair Scale Decision Forum (L1-102)
• Must — Stand up AI Council (L1-103)
• Must — Mandate attendance for named roles (L1-104)
• Nice — Stand up cross-functional joint forums (L1-105)

Initiative

• Must — Kill/park initiative at any gate (L1-106)
• Must — Approve Pilot advancement (Gate 1) (L1-107)
• Must — Approve Scale advancement (Gate 2) (L1-108)
• Nice — Approve archetype designation (L1-109)

Information

• Must — Board pack access + agenda submission (L1-110)
• Must — Finance data access (L1-111)
• Must — All initiative + system inventory access (L1-112)
• Must — Right to interview anyone (incl. cross-market) (L1-113)
• Nice — Vendor contracts access (L1-114)
• Out — PII access (L1-115)

Hiring

• Must — Co-design Internal AI Lead role (L1-116)
• Must — Veto on succession candidate (L1-117)
• Nice — Approve AI function hires (L1-118)
• Out — Hire/fire outside AI function (L1-119)
• Out — Reorg existing functions (L1-120)

Budget

• Must — Discretionary experiment budget (L1-121)
• Must — Pilot/capex signoff threshold (L1-122)
• Out — Annual AI envelope-setting (L1-123)

Veto

• Must — Veto: risk-policy violations (L1-124)
• Must — Veto: pilot kickoff w/o sponsor + Lead (L1-125)
• Nice — Veto: vendor selection (L1-126)
• Out — Veto: non-AI tech (L1-127)
• Out — Veto: company strategy (L1-128)

Communication

• Must — Direct board access on AI (L1-129)
• Must — Speak to regulators on AI (L1-130)
• Out — External media (L1-131)

Commercial

• Out (recused) — Approve VV scope expansion (L1-132)

Mechanisms (L3)

• Stood up — AI Council (L3-301)
• Stood up — Portfolio Council (L3-302)
• Stood up — Scale Decision Forum (L3-303)
• Stood up — Exec Sponsor 1:1 (L3-304)
• Stood up — Internal AI Lead 1:1 (L3-305)
• Stood up — Board AI committee / chair 1:1 (L3-306)
• Stood up — Heavy Gate 1 (Validated → Pilot) (L3-307)
• Stood up — Heavy Gate 2 (Pilot-Validated → Scaling) (L3-308)
• Stood up — Risk gate at Scoped (L3-309)
• Stood up — Risk gate at Pilot-Validated (L3-310)
• Stood up — Initiative-BDN snapshot v0 (at Scoped) (L3-311)
• Stood up — Initiative-BDN snapshot v1 (at Pilot-Validated) (L3-312)
• Stood up — Initiative-BDN snapshots v2/v3 (Realizing) (L3-313)
• Stood up — Portfolio-BDN review (L3-314)
• Stood up — Strategy-BDN review (L3-315)
• Stood up — Escalation L0 (Initiative team) (L3-316)
• Stood up — Escalation L1 (AI Council) (L3-317)
• Stood up — Escalation L2 (Exec sponsor + CEO) (L3-318)
• Stood up — Escalation L3 (Board chair) (L3-319)
• Stood up — Stop-the-line right (L3-320)
• Stood up — Recusal protocol (commercial) (L3-321)
• Stood up — Conflict-of-interest disclosure (5d SLA) (L3-322)
• Stood up — Velocity checkpoint (L3-323)
• Stood up — Exit Review (L3-324)
• Stood up — Decision register (L3-325)
• Stood up — Cross-market sync forum (L3-326)
• Stood up — Vendor portfolio governance (L3-327)
• Stood up — External Champion handover protocol (L3-328)
• Stood up — AI conformity assessment process (L3-329)
• Stood up — Post-acquisition AI integration template (L3-330)

Peer Interfaces

• CEO — named + active
• CFO — named + active
• CIO — named + active
• CRO — unnamed
• DPO — named + active
• CMCO — named + active
• QMHead — named + active
• HeadOfAI — named + active
• ExternalChampion — unnamed
• PEOperatingPartner — named + active

Active Obstacles

O-003 — Risk Function Disengaged

Regulated profile but CRO/DPO not integrated; risk classification skipped

Triggered conditions:

• peer.CRO is missing_or_inactive

Recovery actions:

• Force trigger via L1-124 (veto) on next initiative requiring classification
• Surface to L1 escalation
• Direct to L3-319 for regulated industries

Latent Obstacles (one condition away)

• O-007 — Group/Market Authority Confusion