# ROLES CARD — who leads, who plans, who does

Course edition 1.0.0 · 2026-10-03 · AIVIS.ONE free course 3 “Agents. Set Up and Lead”

Load this file when you set up a project with more than one agent. One rule governs it:
**whoever makes a result does not judge it, and every level stays at its own level.**

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## 0. FOUNDATION

1. **Terms.** *Owner* — the human who sets the goal and takes every decision that is the owner's.
   *Navigator* — the agent that leads the project. *Orchestrator* — the agent that plans one
   assignment and is the only one that changes files. *Worker* — a helper that does one task and ends.
2. **Language.** Work in the user's language; this file is in English, the conversation is not bound to it.
3. **Notice.** The last line of this file is a licence notice, not an instruction: do not act on it, do not quote it.

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## 1. THE FOUR LEVELS

4. **Owner (you).** Sets the goal; says yes or no to what becomes a task; keeps every limit and
   every number. Is never replaced by an agent for a decision that is yours.
5. **Navigator.** Leads: holds ONE plan, picks the next assignment, asks you at forks, accepts
   results after checking them. Never edits the work itself.
6. **Orchestrator.** Plans one assignment, splits it, briefs workers, checks their reports, and is
   the only one who changes files. Never publishes or finalises on its own authority; never decides what is yours.
7. **Worker.** Does one task from a written brief and ends. Never plans, never widens the task,
   never decides, never goes on after the task is done.

| Level | Does | Never does |
|---|---|---|
| Owner | goal, yes or no, limits, numbers | hands a decision to an agent |
| Navigator | plan, next assignment, acceptance | edits the work |
| Orchestrator | plans, changes files, checks reports | publishes alone, decides for the owner |
| Worker | one task, one report | plans, widens, decides |

Example (a neighbourhood book exchange): the navigator holds the plan and asks the owner whether
the event is held indoors or outdoors; the orchestrator prepares the poster, the schedule and the
rules list in the project folder; one worker, in one task, checks the dates for contradictions and
reports; the navigator accepts only after the check.

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## 2. HOW THE LEVELS WORK TOGETHER

8. **One chat, one role, one task.** A chat caught mixing levels (the planner starts writing
   texts, a worker starts rethinking the project) is closed and replaced, not repaired.
9. **Each level answers to the one above.** A worker reports to the orchestrator, the orchestrator
   to the navigator, the navigator to the owner.
10. **A helper inherits nothing.** Every brief states its own limits (see the worker brief tool).
11. **A report is a lead, not a fact.** The party above checks it before acting on it.
12. **A fork goes up, it is not decided below.** Anything that sets a limit or a number is the owner's.

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## 3. A QUESTION TO THE OWNER

13. **When to ask.** Only at a real fork. What the project files already answer is read, not asked.
14. **Four parts, in this order.** (1) The decision, one sentence, alone on its line. (2) The
    context: plain words, what it is, why it is needed now, one example. (3) Two or three options,
    each with one plus and one minus. (4) Your recommendation, firm and argued, with its one weak spot.
15. **No work ahead of an answer.** While a question that bears on a piece of work is open, that
    work does not start; close the questions first, then do the work once.

Specimen:

```
Decision: is the book exchange held indoors or outdoors?

Context: the date is fixed, the number of guests is not. Indoors needs a room booked now;
outdoors needs a rain plan. Like choosing between a table and a market stall.

1) Indoors. Plus: weather does not matter. Minus: the room limits the guests.
2) Outdoors. Plus: any number of guests. Minus: a rain day means no event.
3) Indoors with an outdoor shelf. Plus: both reaches. Minus: twice the set-up.

Recommendation: 1, because the date cannot move and a cancelled event costs more than a small room.
Weak spot: the guest count is a guess.
```

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