Design Pattern · September 2026
Causal Evaluation plan
Choose enough comparison to tell whether a recomposed workflow caused the claimed change.
Under the pillar Operational Truth™, Risk, Liability, and Outcomes
Inputs
Decision, outcome, baseline, population, timing, confounders, rollout options, and available comparison groups.
Method
Choose a baseline, matched comparison, phased rollout, interrupted time series, difference in differences, randomization, or prospective trial in proportion to the claim.
Output
A study plan with estimand, measures, exclusions, distributional analysis, and decision threshold.
Boundary
Operational acceptance and causal effect answer different questions.
Stop
Narrow the claim when the available design cannot distinguish the intervention from staffing, case mix, policy, season, or other changes.
Put this to work
Causal Evaluation plan application record
Apply Causal Evaluation plan to a real piece of work and record what happened.
- For
- Operators redesigning a team, service, or AI workforce.
- What you keep
- A causal evaluation plan application record you can review, revise, and send.
- What counts as sound
- Names a real setting
- Shows the work before and after
- Records exceptions
- Uses an observable result
- Ends with keep, revise, or stop
Do not infer that a task can move merely because it can be described.
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Review the prompt
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If the record survives your review, send the question, evidence, unknowns, and requested next step.