PMAI PM Playbook

Artifact flow map

Guide 08

Use this when you need to know which artifact comes next. The playbook is a decision system: each artifact should unlock a specific product decision or make a blocker visible.

PhaseArtifactOwnerDecision unlockedNext step
Idea screeningBefore you vibe codePMIs the idea clear enough to investigate?If unclear, write an opportunity brief. If clear, define the AI job.
Opportunity assessmentAI opportunity briefPM with cross-functional partnersIs AI worth pursuing, and is the idea coherent across user, AI job, data, evals, risk, cost, and human control?If yes, write the PRD. If no, use a non-AI path or stop.
Product definitionAI PRDPM with design and engineeringWhat does the AI do, for whom, under what constraints and risks?Create the eval plan, review workflow, cost model, observability plan, and launch gate.
Engineering handoffOptional AI build briefPM with engineering leadIs the work scoped enough to build or prototype?Build the smallest useful version or spike.
Quality definitionAI eval planPM with domain expert and ML/engineeringHow will the team know whether output is good?Run baseline evals and update the launch gate.
Failure discoveryError analysisPM or domain expertWhat is actually going wrong in traces?Add recurring failures to evals and risk register.
Risk ownershipAI PRD risk tablePM with legal, security, design, engineeringWhat could go wrong, how bad is it, and who owns it?Mitigate high-severity risks before launch gates.
Human controlHuman review workflowPM with design and operationsWhere must humans approve, edit, reject, or undo AI output?Design review UI and audit trail.
Unit economicsAI cost modelPM with engineering and financeIs the workflow economically viable at expected usage?Set cost ceilings and observability targets.
Prompt managementOptional prompt change recordPM with engineering or AI leadIs a prompt change justified, tested, reviewed, and rollbackable?Roll out through staging, shadow mode, canary, or production.
Meeting reviewOptional AI PM review checklistPMAre roadmap, design, engineering, legal, or launch concerns blocking progress?Proceed, hold, or recommend do not launch.
Launch decisionLaunch gate checklistPM with accountable approversCan the product enter pilot, limited production, or scale?Document the decision and conditions.
Production monitoringAI observability planPM with engineering/dataHow will the team detect drift, cost spikes, failures, and user trust loss?Review signals on cadence and feed failures back into evals.
Operating loopWeekly post-launch reviewPM with product teamDid the product perform as expected after launch?Continue, roll back, hold expansion, or update the roadmap.

Two common routes

From idea to pilot: preflight -> opportunity brief -> PRD -> eval plan -> human review workflow -> cost model -> observability plan -> launch gate.

From prototype to confidence: error analysis -> eval plan -> PRD risk table -> observability plan -> optional AI PM review checklist -> launch gate.

Rule of thumb

If an artifact does not help the team make a better decision, skip it. If a decision feels subjective or political, add the missing artifact that would make the evidence visible.