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Lock Method
Lock reference · Draft
v0.1.0

Architect a People Management System

Turn a business and workforce need into a coherent target system before individual policies, processes, practices, or technologies are designed.

Adopt · export.mdAdopt · export.jsonDraft reference — not a fitted standard

Profile

Purpose

Define the purpose, outcomes, boundary, operating model, components, interfaces, authority, evidence, constraints, and transition logic for one people-management system.

Intended outcome

An approved system architecture that directs coordinated design work and makes gaps, dependencies, risks, measures, and implementation choices visible.

Accountable
Executive system sponsor
Operator
People-system architect
Use when
  • — A people-management domain is being established or materially redesigned.
  • — Several related processes or tools exist without a coherent system.
  • — A strategic, operating, regulatory, technology, or workforce change alters system requirements.
  • — A client needs to understand what must be designed before selecting individual solutions.

Entry gate

  • A named PMS-NN system, business trigger, sponsor, architecture question, scope, and consequence level exist.
  • Current evidence, system components, and neighboring interfaces can be inspected.
  • Professional boundaries and required reviewers are identified.

Exit gate

  • Purpose, outcomes, boundary, principles, operating model, design objects, connections, measures, gaps, risks, and transition approach are approved.
  • Downstream design assignments have owners, sequence, acceptance criteria, and evidence requirements.
  • The architecture version and review triggers are recorded.

Flow · 6 controlled steps

  1. 01

    Frame the system and architecture decision

    Establish the actual system problem rather than beginning from a preferred program or tool.

    • — Resolve the PMS-NN identity and accountable sponsor.
    • — State required business/workforce outcomes, affected populations, decisions, constraints, consequence, and time horizon.
    • — Identify qualified-review requirements and explicit non-goals.
    • — Define architecture acceptance and stop conditions.
    Responsible
    People-system architect
    Output
    System Architecture Charter
    Decision
    Is system architecture the right level of intervention?
  2. 02

    Diagnose the current system

    See how policy, process, practice, roles, data, systems, controls, measures, and interfaces behave together.

    • — Trace representative work and decisions end to end.
    • — Inventory formal and informal policies, processes, practices, roles, records, technologies, controls, measures, variants, and exceptions.
    • — Map upstream/downstream contracts and qualified specialist interfaces.
    • — Identify current outcomes, friction, failure modes, workarounds, risks, strengths, and uncertainty.
    Responsible
    People-system architect
    Output
    Current System Model · Architecture Problem Statement
    Decision
    Is the current-state evidence sufficient to design the target architecture?
  3. 03

    Define target purpose and operating model

    Set coherent design direction before specifying components.

    • — Define target purpose, outcomes, principles, service boundary, populations, variants, ownership, and decision rights.
    • — Choose client, Lock, shared, partner, and system operating responsibilities.
    • — Define required experiences, risk posture, economics, capability, capacity, and transition assumptions.
    • — State what the system will not do.
    Responsible
    Executive system sponsor
    Output
    Target System Profile · Target Operating Model
    Decision
    Does the target operating model fit strategy, context, authority, resources, and professional boundaries?
  4. 04

    Architect components and interfaces

    Specify how the complete mechanism must fit together.

    • — Define required policies, processes, practices, roles/capabilities, data objects, systems/integrations, controls, measures, feedback, and governance.
    • — Map inputs, outputs, decisions, services, records, and failure handling across connected systems.
    • — Classify components as retain, improve, redesign, build, buy, partner, automate, or retire.
    • — Identify shared components and context-specific variants.
    Responsible
    People-system architect
    Output
    Target System Architecture · Connection and Component Register
    Decision
    Is the proposed architecture complete, internally consistent, and connected?
  5. 05

    Evaluate options and establish the roadmap

    Convert architecture into an executable, risk-aware sequence.

    • — Assess gaps, dependencies, economics, risks, readiness, technical constraints, capacity, and change burden.
    • — Define design and implementation increments that deliver coherent capability.
    • — Sequence policy, process, practice, role, data, system, control, measure, and partner work.
    • — Define validation, acceptance, rollback, ownership, and measurement for each increment.
    Responsible
    People-system architect
    Output
    System Gap and Roadmap · Investment Decision
    Decision
    Which roadmap delivers the needed capability with acceptable risk and dependency?
  6. 06

    Transfer and govern the architecture

    Keep downstream work coherent and update architecture through controlled learning.

    • — Issue component design charters and connection requirements.
    • — Establish architecture decision, exception, version, and review governance.
    • — Review downstream proposals for fit and cross-system impact.
    • — Update the architecture only through evidence, authority, and versioned rationale.
    • — Transfer accepted capability into system-health review.
    Responsible
    People-system architect
    Output
    Design Charters · Architecture Decision Record · Versioned System Architecture
    Decision
    Does downstream design or learning require an architecture decision?

Connections

Seams · 10 hops within 2 steps

Upstream and downstream neighbourhood over public reference processes only. Each hop shows the trigger, carried objects, and what the receiving process loses if the producing step is skipped.

downstream · hop 1

Open process

Design and Govern a People Policy

Trigger · The system roadmap authorizes policy design or revision.

Carries · Policy Design Charter · Target System Architecture

If Architect components and interfaces is skipped, Design and Govern a People Policy loses Policy Design Charter · Target System Architecture.

downstream · hop 1

Open process

Redesign Work and Workflow

Trigger · The roadmap authorizes workflow or operating-process design.

Carries · Design Charter · Target System Architecture

If Architect components and interfaces is skipped, Redesign Work and Workflow loses Design Charter · Target System Architecture.

downstream · hop 1

Open process

Select a Business System

Trigger · The roadmap authorizes technology selection.

Carries · Technical Capability Charter · Target System Architecture

If Architect components and interfaces is skipped, Select a Business System loses Technical Capability Charter · Target System Architecture.

upstream · hop 1

Open process

Discover and Synthesize Process Evidence

Trigger · Architecture requires evidence beyond the current approved estate.

Carries · Process Evidence Packet

If the handoff from Discover and Synthesize Process Evidence is skipped, Architect a People Management System loses Process Evidence Packet.

downstream · hop 2

Open process

Approve Workforce Need and Headcount

Trigger · The approved response includes redesigning, reallocating, stopping, or automating work.

Carries · Workforce Decision · Capacity and Capability Assessment

If Assess capacity and capability is skipped, Redesign Work and Workflow loses Workforce Decision · Capacity and Capability Assessment.

downstream · hop 2

Open process

Design and Validate a Recurring Human Practice

Trigger · The practice design requires new or refreshed evidence.

Carries · Process Evidence Packet

If the handoff from Discover and Synthesize Process Evidence is skipped, Design and Validate a Recurring Human Practice loses Process Evidence Packet.

downstream · hop 2

Open process

Implement a Business System

Trigger · Final terms and ownership satisfy the authorized decision conditions.

Carries · Authorized System Decision · Implementation Decision Package

If Authorize and hand off the system decision is skipped, Implement a Business System loses Authorized System Decision · Implementation Decision Package.

downstream · hop 2

Open process

Manage Team Capacity and Priorities

Trigger · Capacity review identifies work or process design as a material cause.

Carries · Capacity and Priority Review · Improvement Handoff

If Review outcomes and improve capacity design is skipped, Redesign Work and Workflow loses Capacity and Priority Review · Improvement Handoff.

downstream · hop 2

Open process

Operate and Improve a Process

Trigger · An approved improvement requires a consequential system choice.

Carries · Change Authorization · Improvement Proposal · Process Control Record

If Establish operating control; Design and authorize improvement is skipped, Select a Business System loses Change Authorization · Improvement Proposal · Process Control Record.

downstream · hop 2

Open process

Review Manager-System Health

Trigger · The diagnosis identifies work or process design as a material cause.

Carries · Improvement Handoff

If the handoff from Review Manager-System Health is skipped, Redesign Work and Workflow loses Improvement Handoff.

Roles

Executive system sponsor

Owns outcomes, boundary, investment, material tradeoffs, approval, and architecture changes.

People-system architect

Diagnoses, models, connects, designs architecture, sequences work, and protects coherence.

Business and workforce owner

Provides strategy, operating need, current evidence, acceptance, and implementation capacity.

Data or system owner

Defines authoritative records, architecture, security, integration, automation, and technical constraints.

Risk or qualified specialist owner

Owns professional requirements and decisions outside Lock authority.

Systems + Data

Data object

System Architecture Charter

Defines the authorized system question and boundary.

System of record · Lock process repository

Data object

Current and Target System Model

Makes system components, interfaces, conditions, and intended architecture inspectable.

System of record · Lock process repository

Data object

System Gap and Roadmap

Turns architecture into governed capability increments.

System of record · Portfolio or implementation system

Versioned architecture repository

Required

Stores the system map, target architecture, decisions, connections, versions, and design charters.

Evidence and process repository

Required

Connects diagnosis and architecture choices to traceable evidence and process standards.

Portfolio and decision management

Required

Controls roadmap, investments, dependencies, risks, approvals, and acceptance.

Measures

outcome

Architecture decision quality

Did the architecture enable an approved, coherent system direction and investment decision?

Architecture engagements reaching an accepted decision with no unresolved critical component or interface.

Per architecture and quarterly portfolio review

quality

Design-object coverage

Are all required system objects and material interfaces represented?

Required design objects and interfaces with defined purpose, owner, disposition, and acceptance divided by all identified requirements.

At architecture review

cycle-time

Architecture cycle time

How long does architecture take from charter to decision?

Elapsed time by system, consequence, scope, evidence readiness, and disposition.

Monthly

adoption

Downstream design conformance

Do component designs satisfy the approved architecture and connection requirements?

Reviewed designs accepted without material architecture conflict divided by reviewed designs.

Per design review

exceptions

Architecture exceptions

Which unresolved architecture decisions, interface failures, or local deviations threaten coherence?

Open exceptions by severity, component, interface, owner, age, and disposition.

Biweekly during implementation

guardrail

Architecture guardrails

Is system capability being purchased through unacceptable cost, workload, inequity, risk, privacy, safety, quality, or dependency?

Context-specific guardrail set reviewed alongside system outcomes and delivery evidence.

At every material decision

Evidence + judgment

People Management System Map

lock-judgment

Lock judgment defining the 24-system landscape, eight design objects, lifecycle, interfaces, and coverage requirements.

lock · people-management-system-map · docs/PEOPLE-MANAGEMENT-SYSTEM-MAP.md

Discover and Synthesize Process Evidence

lock-judgment

Requires traceable, rights-aware evidence rather than architecture by convention.

lock · discover-and-synthesize-process-evidence · data/processes/discover-and-synthesize-process-evidence.ts

Lock controlled-improvement principle

lock-judgment

Architecture and downstream changes remain connected, authorized, versioned, and reviewable.

lock · lock-method · docs/LOCK-METHOD.md

Draft horizontal method. Validate through one complete PMS-NN demonstration and practitioner/system architecture review before publication.