Section 6

Worked examples

The four examples in this section come from real workflows: actual human-AI processes Overlap has designed, run, and in some cases is still refining, not hypotheticals built to illustrate the notation. They're presented in order of complexity, and each shows a different mode of applying the methodology.

The first is a teaching example: a simple three-step facilitated workshop workflow that introduces the notation to a first-time reader. The second is a discovery example: a client workflow described in a single conversation, where HAWD identifies what's missing before a system can be built, rather than documenting one that already exists. The third is a demonstration example: a complex multi-day leadership offsite workflow with multiple loops, two types of AI use, a boundary object crossing workflow phases, and real undocumented gaps the notation surfaced. The fourth is a compounding example: one of Overlap's own operating workflows, where the notation reveals how a workflow's outputs come back to govern its future runs, and how separate workflows couple into a larger learning system.

Together they make four arguments for the methodology: that it works for simple workflows, that it's useful before a workflow is even fully designed, that it scales to complex ones, and that it reveals how workflows connect into the compounding knowledge system of an AI-native organization.

Each example includes an A0 context diagram description, a decomposition, and a reading of what the notation reveals that a flowchart or narrative description of the same workflow wouldn't.

The facilitated workshop workflow (teaching example)

This is the simplest complete workflow in the set. A facilitator runs a workshop. The outputs of that workshop, transcripts and participant artifacts, get processed by an AI agent against a defined prompt and template. A human reviews the draft and approves the final report. Three function steps. One boundary object output. One synthesis loop.

It's the right starting point because it contains, in miniature, every structural element the notation needs to express: a human-led step, an AI-assisted step governed by a documented prompt control, a human judgment checkpoint, inherited controls cascading across steps, and a boundary object marking the terminal output.

The A0 context diagram for this workflow shows a single function box, Facilitated Workshop, with three controls entering from the top: an analysis prompt, a report template, and an organizational strategy. One input enters from the left: participants and the workshop agenda. One boundary object exits to the right: the workshop report. Three mechanisms enter from the bottom: the facilitator, Claude Sonnet as the named AI agent, and software tools supporting the session.

Figure 6.1 The facilitated workshop workflow context diagram (A0): a single-function view of a facilitated workshop showing the complete ICOM structure. The function, Facilitated Workshop (A0), transforms participant contributions into a documented workshop report. It receives participants and the workshop agenda as input, is governed by an analysis prompt, report template, and organizational strategy, produces a workshop report as its output, and is enabled by the facilitator, Claude Sonnet, and supporting software tools.

Reading this diagram, before opening the decomposition, a governance audience can answer the questions that matter. What governs how this workshop's outputs are processed? Three things: a prompt, a template, and a strategy. Who/what does the AI work? A named model. Where does the output go? Out of this workflow as a boundary object, available to whatever comes next. Is there a human in the loop? Yes: the facilitator, and a human judgment checkpoint at the review step.

The decomposition shows three sub-functions: A1 Facilitate Workshop (human-led), A2 Prepare Draft Report (AI-assisted, governed by all three controls), and A3 Review Draft (human judgment checkpoint). The internal data flow between A1 and A2 is labeled specifically: transcripts of participant dialogue and pictures of sticky notes. That label is specific. It uses the language of the people who run this workflow: the organizational dialect Congram and Epelman identify as an essential component of any SADT model (1995, p. 14).

Figure 6.2 The decomposition of the Facilitated Workshop workflow (A0) into its three constituent functions. The diagram expands the parent function into A1 Facilitate Workshop, A2 Prepare Draft Report, and A3 Review Draft, while preserving the ICOM structure for each activity. It also makes visible the internal data flow between functions, the inheritance of governing controls, the mechanisms enabling each step, and the human judgment checkpoint that validates the AI-generated draft before the reviewed report leaves the workflow.

What the notation reveals that a flowchart can't: the three controls are structurally distinct from the inputs. The analysis prompt governs how the AI processes the transcript: change the prompt and you change the output, even if the transcript is identical. The report template governs the format of what's produced. The organizational strategy governs how findings get interpreted and prioritized. Each is a different kind of thing. A flowchart would represent all three as arrows pointing to a box. HAWD represents them as controls entering from the top, structurally separate from the transcript entering from the left, because they play different structural roles and carry different governance implications.

Shape tells you the structural role. Label tells you the specific type. The diagram makes visible what a flowchart assumes.

The quarterly newsletter workflow (discovery example)

This example comes from a single facilitated conversation with a client, a community manager at an organization running a monthly professional speaker series. She was trying to describe a workflow for producing a quarterly newsletter that would synthesize three months of sessions. The workflow didn't yet fully exist. The conversation was the design process.

This is the mode of HAWD application that produces the most immediate practical value: using the notation to reveal what needs to be built before a system can work, rather than to document a finished one. The three starting questions (what must this model answer, what's its purpose, whose viewpoint does it represent) provide the discipline that keeps the conversation focused even when the workflow is still forming.

The A0 context diagram for this workflow shows: inputs are session recap emails and session decks (a deliberate choice over transcripts: more complete information per unit of context). Controls are the program's content strategy, its guiding editorial theme, and a newsletter template. The output is the quarterly newsletter as a boundary object. Mechanisms are the community manager, an AI agent, and a session materials store.The decomposition of the Facilitated Workshop workflow (A0) into its three constituent functions. The diagram expands the parent function into A1 Facilitate Workshop, A2 Prepare Draft Report, and A3 Review Draft, while preserving the ICOM structure for each activity. It also makes visible the internal data flow between functions, the inheritance of governing controls, the mechanisms enabling each step, and the human judgment checkpoint that validates the AI-generated draft before the reviewed report leaves the workflow.

Figure 6.3 The Quarterly Newsletter workflow context diagram (A0): a single-function view of the workflow showing the complete ICOM structure. The function, Quarterly Newsletter Workflow (A0), transforms session recap emails and session decks into a quarterly newsletter. It receives session recap emails and session decks as inputs, is governed by the program content strategy, editorial theme, and newsletter template, produces a quarterly newsletter as its output, and is enabled by the community manager, an AI agent, and a session material store.

What the notation surfaced during the conversation: three gaps that weren't visible before the ICOM structure was applied.

The first gap was the newsletter template. The client knew what the newsletter should feel like but hadn't designed its structure. Without a template as a documented control, the AI step has no format to govern against. Every run will produce a different output depending on whoever drafts it. The template is the missing control.

The second gap was the analysis prompt. The client described what she wanted the AI to do: synthesize the quarter's sessions into themes, highlights, and a narrative. But the instruction governing how the AI did that work didn't exist as a documented artifact. It existed as a judgment call made in the moment by whoever ran the step. Without a prompt, the AI step can't be replicated consistently.

The third gap was the content strategy control. The program's content strategy exists conceptually (the team is actively defining which speakers and topics matter most) but it hasn't been formalized enough to govern the newsletter synthesis step. The AI is being asked to interpret session content without a clear strategic frame. That's why the input preparation decision, using decks rather than transcripts, was carrying so much weight. Better inputs were compensating for a missing control.

This is the diagnostic function of HAWD. Beyond describing a workflow, the notation reveals the controls that need to exist before it can run consistently. In this case, three documentation tasks, a template, a prompt, and a formalized strategy, stand between the client's current state and a replicable human-AI workflow. That's a precise, actionable finding from a single conversation.

The leadership offsite workflow (demonstration example)

This is the most complex single workflow in the set. Over three days, a leadership team identified, analyzed, and produced action plans for their top five execution barriers. The workflow combined full-group facilitation, small group breakout sessions, repeated AI synthesis loops, a boundary object crossing from Day 2 into Day 3, and two structurally different types of AI use. It also produced two undocumented controls: gaps the notation identified that must be built before an internal lead could replicate the workflow.

The A0 context diagram shows the whole system at the highest level of abstraction. Inputs: the year 2 strategic reality and context (the evolved organizational situation the strategic plan didn't anticipate, the thing being transformed, not the plan itself), participant list and group composition, anonymous barrier input, and breakout session transcripts. Controls: the offsite design governing the three-day sequence, breakout facilitation questions governing each group conversation, a slide template governing synthesis output format, a transcript synthesis prompt governing AI processing, and a change management toolkit governing change plan production. Outputs: five barrier analysis decks, three functional area action plan decks, a master markdown file as the primary boundary object, and a populated workspace as the persistent store. Mechanisms: Overlap facilitators, an instrumental AI agent handling synthesis, participant groups using a relational AI thinking partner, recording tools, an anonymous input tool, and the client's executive leadership team as the primary human judgment mechanism.

Figure 6.4 The Leadership Offsite workflow context diagram (A0): a single-function view of the workflow showing the complete ICOM structure. The function, Leadership Offsite Workflow (A0), transforms leadership workshop inputs into documented barrier analyses, action plans, and supporting artifacts. It receives strategic context, participant information, anonymous barrier inputs, and workshop transcripts as inputs, is governed by the offsite design, facilitation guide, slide template, transcript synthesis prompt, and change management toolkit, produces barrier analysis decks, action plan decks, a master markdown file, and a populated workspace as outputs, and is enabled by Overlap facilitators, an AI agent, participant groups, recording and anonymous input tools, and the executive leadership team.

The decomposition follows activity pattern rather than day structure. The repeatable unit is the synthesis loop, the pattern that ran four to five times across Days 2 and 3: group conversation, recording, transcript submission, AI synthesis against template and prompt, structured slide output returned to the group before they reconvene. The content changes each iteration. The structure doesn't. Representing the loop as a single repeatable function, A3, rather than five separate labeled boxes is the right design decision. It's what makes the diagram transferable rather than a record of one specific offsite.

Figure 6.5 The A3 decomposition of the Leadership Offsite workflow. The diagram expands the Repeatable Synthesis Loop (A3) into its internal workflow, showing how breakout session transcripts and supporting materials are transformed into draft functional area slide decks and validated through a human review checkpoint. The function is governed by the offsite design, breakout facilitation questions, slide template, and transcript synthesis prompt, and is enabled by Overlap facilitators, an AI agent, and a recording tool.

The master markdown file deserves close attention. It's the boundary object that connects Day 2 to Day 3. Everything produced in the first two days, transcripts, synthesis slides, report-back recordings, participant feedback, gets synthesized into a single structured document overnight. On Day 3, functional area groups work from this file using a relational AI thinking partner. The quality of every group's Day 3 work depends on the quality of this file. The human judgment checkpoint at A4, the lead facilitator reviewing the markdown the evening of Day 2, is the governance moment that determines whether Day 3 works. Making that checkpoint explicit in the diagram is the governance claim itself.

Figure 6.6 The A4 function diagram for the Leadership Offsite workflow. The diagram shows how anonymous barrier inputs, breakout session transcripts, and anonymous participant feedback are synthesized into a draft master markdown file using a transcript synthesis prompt and change management toolkit. The draft is then validated through the human judgment checkpoint Review Markdown File (A4.2) before the approved master markdown file is produced. The function is enabled by an AI agent and Overlap facilitators.

The two types of AI use in this workflow are structurally distinct, and the diagram makes that visible. In A3, the synthesis loop, the instrumental AI executes a defined instruction. Transcript plus template plus prompt produces a slide. This is instrumental AI. The prompt is the governing control. Without it, consistency across groups and across runs can't be guaranteed. In A5, the Day 3 group work, participants use AI as a collaborative thinking partner. There's no fixed prompt. The AI explores the markdown file with the group, responds to questions, helps think through implications. This is relational AI. The quality of the interaction depends on the quality of the input and the group's questions, not a documented instruction.

Both modes appear in the same diagram, represented by the same AI agent circle with different controls above them. In A3, the control is a documented synthesis prompt. In A5, the control is the master markdown file, a knowledge asset functioning as a governing frame. Same shape, different control, different structural relationship. The notation makes the distinction visible without requiring a new shape for each mode.

Figure 6.7 The A5 function diagram for the Leadership Offsite workflow. The diagram shows how the organization’s strategic context, participant group composition, and the approved master markdown file are transformed into draft functional area action plans. Guided by the offsite design, breakout facilitation questions, and slide template, the draft action plans are validated through the human judgment checkpoint Review Action Plans (A5.2) before the approved functional area action plan decks are produced. The function is enabled by Overlap facilitators, an AI agent, a recording tool, and the executive leadership team.

What the notation revealed: two undocumented controls. The transcript synthesis prompt, the most critical control in the workflow, exists in Overlap's practice but not as a documented artifact. An internal lead running this workflow without it would be running an AI step with no governing control, producing outputs that vary with whoever happens to be operating the tool. The second gap is the change management toolkit application, a prompt governing how a change plan slide gets produced from the toolkit and the group's barrier analysis. Same situation. Exists in facilitator judgment. Doesn't exist as a replicable control.

The offsite worked well. These gaps are the normal condition of a workflow run by experts who hold the controls in their heads rather than in documentation. HAWD makes that condition visible. The gaps table in the node narrative for this workflow names five things that must be built before an internal lead can run it independently. That's a precise deliverable from the methodology: a specific list of controls that need to exist, not a general recommendation to document things better.

The relationship loop (compounding example)

This example is Overlap's own. It's the firm's sales function, reframed as a governed human-AI workflow that the firm runs on itself every week and supports daily work. It's included last because it reveals something the first three don't: what happens when a workflow's outputs come back to govern its own future runs, and what an organization looks like when you stop drawing one workflow and start drawing several.

The A0 context diagram states the workflow as: operate the relationship loop. Its purpose is to surface the highest-value relationship decisions each week, support human judgment with AI-prepared context, and improve outreach quality through measured learning. The viewpoint is sales leadership operating the weekly system. Inputs are relationship signals drawn from the firm's operational systems, existing pipeline records, and client conversations. Controls are a session protocol governing the weekly cadence, a human approval policy governing all outbound communication, and pricing guidance. Mechanisms are Cowork as the instrumental AI, a Claude project as the relational AI, the two sales leads as the human judgment, and Notion as the canonical store. Outputs are approved communications, updated opportunity records, and a weekly archive.

Figure 6.8 The Relationship Loop workflow context diagram (A0): a single-function view of the workflow showing the complete ICOM structure. The function, Operate the Relationship Loop (A0), transforms relationship signals, pipeline information, client conversations, and engagement signals into approved communications, organizational learning, and prioritized signals for future action. It receives relationship signals from the operating system, existing pipeline records, client conversations, and engagement signals from the thinking loop as inputs, is governed by the weekly session protocol, human approval policy, pricing guidance, voice guide, outreach prompt set, and opportunity prioritization criteria, produces approved communications, updated voice patterns, a weekly archive, and emerging signals for the thinking loop as outputs, and is enabled by Cowork, the Claude project, two sales leads, and Notion.

The decomposition follows the weekly cycle. A1 aggregates relationship signals and prepares the decision set (instrumental AI). A2 generates prioritized recommendations and draft messages against a voice guide and outreach prompts (instrumental AI, and it prepares drafts, it never communicates). A3 is the weekly session itself, where the relational AI and the humans work the queue together. A4 executes approved actions, with final human approval as a hard stop before anything sends. A5 captures what happened and feeds the next cycle. So far this reads like a well-formed instrumental-plus-relational workflow of the kind Section 6.3 already described.

Figure 6.9 The first portion of the Relationship Loop workflow decomposition, showing functions A1 and A2. The diagram expands the workflow from relationship signal aggregation through recommendation generation, illustrating how operational signals are consolidated into a structured decision set, validated through a human judgment checkpoint, and transformed into a prioritized relationship queue, draft communications, and recommendation rationale. The decomposition makes visible the inheritance of governance controls, the intermediate decision artifacts exchanged between functions, and the mechanisms supporting both human and AI-assisted activities.

Figure 6.10 The second portion of the Relationship Loop workflow decomposition, showing functions A3 and A4. The diagram continues the workflow by transforming prioritized recommendations into operational decisions through the weekly relationship session and a human approval checkpoint. Approved decisions produce outbound communications, updated voice patterns, and a decision record, making visible how AI-generated recommendations are converted into governed organizational actions.

Figure 6.11 The final portion of the Relationship Loop workflow decomposition, showing function A5. The diagram captures the learning loop that concludes each execution cycle by transforming approved communications, updated voice patterns, and decision records into governance outputs for future iterations. Following a human judgment checkpoint, the workflow produces the weekly archive, emerging signals for the thinking loop, and an updated voice file, illustrating how operational execution continuously strengthens subsequent cycles.

What makes it a different example is what A3 produces. The weekly session doesn't only output approved emails and updated deals. It also produces voice patterns, pricing rationale, and objection handling, extracted from the decisions the humans actually made. Those get written into stores: a voice file, a pricing guide, an objection bank. And those stores generate the controls that govern the next run of A2. The voice file is the clearest case. It leaves A3 as an output and re-enters A2 as a control, the voice guide that governs how the next batch of drafts gets written. Follow that one artifact and you can see it cross from the output rail of one step into the control rail of another.

That's the pattern the notation makes visible here, and it requires no new shapes to represent it. The standard already says outputs can become controls downstream, and boundary objects already cross workflow edges. What this example surfaces is that a workflow's outputs divide into two kinds. Operational outputs leave the workflow and become inputs somewhere else: the approved email, the updated record. Governance outputs turn back and strengthen the controls that govern the workflow's own future runs: the voice file, the pricing guide, the objection bank. The second kind is what makes a workflow improve rather than merely repeat. The organization isn't accumulating information. It's converting human judgment into reusable controls, one cycle at a time.

This example also sharpens what a human judgment checkpoint is. A3 is not quality inspection. The humans aren't validating AI output like an inspector checking parts. They're thinking, with the relational AI as a partner in the thinking, and then committing to a course of action. The conversation isn't the checkpoint. The checkpoint is the moment of commitment the conversation leads to. That distinction matters for the notation: the relational AI collaboration and the human judgment checkpoint are adjacent but structurally separate, the mechanism of arriving at a decision on one side, the accountable act of deciding on the other.

And this is how Overlap defines its checkpoint. Another organization would define the same shape differently: legal approval, clinical judgment, pricing authority, sign-off of record. That's not a weakness in the notation, it's the core principle doing its job. Shape tells you the structural role, the point where human accountability is required before work proceeds. Label tells you the specific type, which each organization sets for itself. A board deciding what a human judgment checkpoint means in its own workflows is doing governance work, and the notation gives it the shape to hang that decision on.

The last thing this example reveals sits above the single workflow. A workflow is one closed transformation. An organization is a network of workflows connected by boundary objects. The relationship loop is one loop among several. A thinking loop that researches and publishes produces content that generates engagement signals, and those signals feed the relationship loop as inputs. The relationship loop surfaces objections and emerging demand, and those feed the thinking loop as inputs. The output of one loop is the input of another, and neither flow is one-way. Drawn at the organizational level, this isn't one enormous decomposition. It's a map of named loops exchanging boundary objects, each loop internally complete with its own ICOM structure, the organization emerging from how intelligence circulates between them. That's a shift of perspective, not a change to the notation. The same boundary object that marks the edge of a single workflow marks the coupling between workflows when you zoom out.

What the four examples demonstrate together

Across these examples, the notation does something neither flowcharts nor narrative descriptions can: it forces precision about the distinction between what governs a step and what executes it. In every case, the controls are where the governance intelligence lives: the prompts, the templates, the strategy frames, the facilitation questions. And in every case, the controls are the thing most likely to be undocumented, held in expert judgment rather than transferable artifacts.

That's no accident. It reflects something true about how organizations currently use AI. The mechanisms are visible: people can name the AI tool they used. The outputs are visible: there's a slide, a report, a document. But the controls that governed how the AI produced that output are often invisible, implicit, and unreplicable. HAWD makes them visible by structural necessity. You can't draw the diagram without naming the controls. You can't name the controls without building them. And you can't build them without deciding, explicitly, what governs each step.

The fourth example adds a dimension to that argument. Controls aren't only documented once and then applied. In a mature workflow, the workflow produces its own controls: human judgment, captured and written back into the stores and guides that govern the next cycle. That's a sharper account of organizational learning than "the AI gets better." The AI isn't training itself. The workflow is improving because its controls are improving, and the controls are improving because the organization is systematically converting judgment into reusable governance. HAWD can represent that directly, because a control is just an artifact, and an artifact can be the output of one step and the governing control of another.

That's the governance argument for the methodology. Documenting workflows is a general recommendation that produces general results. The sharper argument is that a notation system which forces explicit representation of controls creates a specific organizational discipline: knowing, for every AI-assisted step in every workflow, what's governing the AI, whether that control exists in a form that can be verified, replicated, and improved, and where the organization's own judgment is being converted into the controls that govern its future work.

Section 7 applies the notation directly to the governance requirements named by major AI governance frameworks: showing how HAWD provides the method layer those frameworks assume but don't supply.