Catalogue › AI Centre of Excellence › coe-delivery-model
CoE delivery model
Defines how the CoE actually builds and releases agents and automations once work is approved - delivery routes from self-service makers to CoE-assisted, CoE-built, partner and pro-code teams, a definition of ready and of done by risk tier, maker support, reusable patterns and handover to operations. Use when approved work has no clear way to get built, when makers and partners work differently, or when solutions go live unsupported.
- Department
- AI Centre of Excellence
- Lifecycle
- Mobilise, Deliver, Assure, Launch, Scale
- Maturity
- builder, scaler, ai-enterprise
- Risk tiers
- 0, 1, 2, 3, 4
- Platforms
- m365-agents, copilot-cowork, copilot-code, copilot-studio, ai-foundry, power-platform
- Editions
- scale, enterprise
- Reviewers
- design-authority, evaluation-quality, security-privacy
- Status
- draft
- Copilot Cowork
- AI Centre of Excellence plugin for Copilot Cowork, or this skill on its own: Download SKILL.md
- Licence
- CC BY 4.0, by Simon Foote
Purpose
The operating model decides which route an idea takes; the delivery model decides how the build itself happens on each route. This skill sets out who builds, with what support, to which standard of ready and done, and how a solution is handed to the people who will run it. Delivery goes wrong when every build is a one-off negotiation, when makers are left alone with tier 2 work, when partners hand over solutions nobody internal understands, and when "done" means "published" rather than "owned, tested and supported".
When to use
- The CoE has approved work in its backlog but no consistent way to get it built and released.
- Business makers, the CoE and partners build in different ways and to different standards.
- Solutions go live without test evidence, support arrangements or a review date.
- The CoE wants to move from building everything itself to enabling makers safely.
When not to use
- Choosing the CoE's shape and routing ideas by suitability and tier - use
ai-centre-of-excellence:coe-operating-model. - Selecting the platform for one specific solution - use
ai-architecture:platform-selection. - Designing one agent's scope, knowledge and actions - use
m365-agents:agent-use-case-design. - Application lifecycle management for Copilot Studio agents in depth - use
copilot-studio:studio-alm. - Selecting and managing delivery partners contractually - use
programme-management:supplier-management. - The support model for live solutions - use
ai-operations:ai-support-model.
Questions to ask first
- Which delivery routes exist today: business makers, a CoE build capability, an IT or digital team, partners, pro-code engineers?
- What does each route build on, and which environments and tools does the governance model allow for each tier?
- What support can the CoE give makers: office hours, review, pairing, templates?
- Who will support solutions after release, and do they accept them today?
- How many builds per quarter does the CoE need to deliver, and what capacity sits on each route?
Required inputs
- The routing table from
ai-centre-of-excellence:coe-operating-model. - Risk tiers and minimum controls from
ai-centre-of-excellence:coe-governance-model. - The environment strategy, where it exists, from
platform-governance:ai-environment-strategy. - Declared maker skills and partner arrangements, recorded at role level.
- The support model owner, from
ai-operations:ai-support-modelor IT service management.
If no environment strategy exists, restrict tier 2 and above builds to a single managed route until it does, and mark the gap "to confirm".
Decision framework
Match the route to tier and complexity.
| Route | Who builds | Suits | CoE role |
|---|---|---|---|
| Self-service maker | Business maker in their team | Tier 0-1 assets: prompts, Cowork tasks, team agents, simple flows | Guidance, templates, registration |
| CoE-assisted maker | Business maker with CoE coaching and review | Tier 1-2 agents and automations within standard patterns | Design review, testing support, release gate |
| CoE build | CoE delivery team | Tier 2 solutions that need shared skills or reuse across teams | Builds, tests and hands over |
| Partner build | Partner under CoE standards | Peaks of demand, specialist skills, tier 2-3 | Sets standards, reviews, owns acceptance and knowledge transfer |
| Specialist or pro-code team | Engineering team using Copilot Code, Foundry or Azure | Tier 3-4 or custom solutions | Governs intake, gates and portfolio; does not build |
Definition of ready and done, by tier. Each tier adds to the one below.
| Tier | Ready to build when | Done when |
|---|---|---|
| 0-1 | Owner named, purpose and audience written, tool allowed for the tier | Registered, owner and review date recorded, basic checks by the maker |
| 2 | Agent or solution brief approved, knowledge sources ready, test set drafted, reviews scheduled | Test threshold met, security-privacy review passed, support route accepted, users briefed, baseline captured |
| 3-4 | As tier 2, plus design review and impact assessment scheduled | As tier 2, plus evaluation evidence accepted, responsible AI review passed, risk accepted by the accountable executive, monitoring live |
Practitioner approach
Start by listing the routes that really exist, not the ones the organisation would like. Many CoEs discover that most building is already happening by business makers in personal or team environments, and that their real job is to make that route safe and supported rather than to replace it.
For each route, write who builds, on which platforms, in which environments, at which tiers, with what CoE support and to which standard. Keep the routes few. Five clear routes are easier to follow than a matrix of exceptions.
Write the definition of ready and done next, because these are what make routes consistent. Ready protects the builders from vague requests; done protects users from unsupported solutions. Agree them with the reviewers and the support owner before the first build, so nobody discovers a gate at the end. The key rule is that "done" includes an owner, a support route and a review date, not just a working solution.
Design maker support. A CoE-assisted route works when makers can get help quickly: regular office hours, a design review at the start rather than the end, a test set template and a release checklist on the agent-release-checklist template. Pair a maker with a CoE builder for their first tier 2 build; after that, review rather than rebuild.
Build reuse in. Keep a small library of patterns: instruction structures, knowledge layouts, flow templates, test sets and briefing materials that worked. Each new build starts by checking the library and ends by contributing anything reusable. Feed patterns to ai-centre-of-excellence:coe-portfolio-management so they appear in the catalogue.
Set partner terms that protect the organisation. Partners build to the CoE's definition of done, use the organisation's environments, document what they build, and transfer knowledge to a named internal technical owner before acceptance. The CoE, not the partner, accepts the solution.
Plan handover to operations explicitly. Before release, the support owner accepts the solution with its documentation, known limitations, monitoring and escalation route. If nobody accepts it, it is not done.
Iterate in short cycles. Agents are improved by real questions, so plan a release, a short period of observation, then a first improvement cycle, rather than a long build and a big reveal. Review the delivery model each quarter against cycle times, rework and reviewer findings, and adjust routes or standards accordingly.
Outputs
- A delivery model: routes with builders, platforms, environments, tiers, CoE role and capacity.
- A definition of ready and done by tier, agreed with reviewers and the support owner.
- A maker support offer: office hours, design review points, templates, pairing and the
agent-release-checklisttemplate. - A pattern library with contribution rules.
- Partner delivery standards and a handover checklist for operations.
Microsoft platform considerations
Agent Builder, Copilot Studio, Power Automate, Copilot Cowork, Copilot Code and Microsoft Foundry suit different routes and skill levels. Environment zoning and Managed Environments let the platform enforce which route builds what; ALM and deployment pipelines support tier 2 and above. Check current capability, availability and licensing in references/sources.md, and route licensing questions to the Microsoft licensing guide or a licensing partner.
Adoption considerations
A solution that is built but not adopted is not delivered. Include user briefing, scenario examples and Champion support in the definition of done for tier 2 and above, coordinated with copilot-adoption:launch-plan where a wider launch is needed.
Knowledge considerations
No build starts at tier 1 or above until its knowledge sources have owners and a readiness outcome from ai-centre-of-excellence:coe-knowledge-pillar. Knowledge owners are part of handover, not an afterthought.
Security and privacy considerations
Tier 2 and above solutions pass the security-privacy review before release, including connectors, authentication and data exposure. Makers must build in the environments the tier allows, never in personal environments for shared solutions. Partners use organisation-controlled environments and identities.
Responsible AI considerations
Solutions that inform decisions about people, money, safety or rights follow the tier 3-4 route whatever their technical simplicity, with human oversight designed in, not added at release.
Evaluation requirements
Every tier 2 and above build has a test set and threshold agreed with the business owner before build, using m365-agents:agent-testing or copilot-studio:studio-testing-and-evaluation. Evidence is part of done, and regression testing applies after any change to instructions, knowledge or model.
Value measures
Measure delivery at route level: median cycle time from ready to done, share of releases meeting the definition of done first time, reviewer findings per release, reuse of patterns and share of solutions accepted by operations at release. The delivery lead owns these. Never compare individual makers.
Scale notes
Starter
Not usually a separate design. A Starter working group relies on self-service makers for tier 0-1 and a partner or IT team for anything larger, with a simple definition of done.
Scale
Three or four routes, a definition of ready and done by tier, maker office hours, a pattern library and partner standards. The CoE builds selectively and coaches more than it builds.
Enterprise
Spokes run self-service and assisted routes under hub standards; the hub runs CoE build for shared services, governs partners across units and connects to specialist engineering teams for tier 3-4.
Hand-offs
- To
m365-agents:agent-use-case-designorcopilot-studio:studio-agent-designfor the design of each build. - To
m365-agents:agent-release-readinessfor the release gate. - To
ai-operations:ai-support-modelfor support acceptance. - To
ai-centre-of-excellence:coe-portfolio-managementwhen the solution goes live.
Reviewer gates
From tier 2, security-privacy and evaluation-quality:ai-release-evidence review every release on the CoE-assisted, CoE and partner routes. design-authority:platform-fit-review should challenge the route table for complex work sent to routes that cannot support it, and design-authority:ai-design-review reviews tier 3-4 designs before build.
Failure modes
- Makers are left alone with tier 2 work and release without tests or reviews.
- Partners hand over solutions with no internal technical owner and no documentation.
- "Done" means published, and support discovers new solutions from user complaints.
- The CoE builds everything itself and becomes the bottleneck the operating model was meant to avoid.
Sources
references/sources.md in this skill lists the source records behind this skill, what each is authoritative for, how volatile it is and what you may do with it. Product availability, licensing, limits and preview status change often, so check the current source before stating them, and cite what you used.
Never
- Release a tier 2 or above solution without an owner, test evidence, completed reviews and an accepted support route.
- Let partners accept their own work on the organisation's behalf.
- Allow shared solutions to be built or run from personal environments.
- Assert platform capability, availability or licensing from memory.
Source records for this skill
Microsoft Copilot Studio guidance documentation
- Source id:
ms-copilot-studio-guidance - Publisher: Microsoft (product-documentation)
- Link: https://learn.microsoft.com/en-us/microsoft-copilot-studio/guidance/
- Authoritative for: Planning, adoption maturity, governance, testing, ALM and measurement guidance for agents.
- Volatility: medium; review every 90d; last reviewed 2026-10-29
- What you may do: Read and cite. Summarise in your own words; do not reproduce the text.
Implement a zoned governance strategy (Copilot Studio guidance)
- Source id:
ms-copilot-studio-zoned-governance - Publisher: Microsoft (product-documentation)
- Link: https://learn.microsoft.com/en-us/microsoft-copilot-studio/guidance/sec-gov-phase2
- Authoritative for: Segmenting agent-building into governance zones by purpose and risk, and the controls available at each level.
- Volatility: medium; review every 90d; last reviewed 2026-10-29
- What you may do: Read and cite. Summarise in your own words; do not reproduce the text.
Managed Environments overview
- Source id:
ms-managed-environments - Publisher: Microsoft (product-documentation)
- Link: https://learn.microsoft.com/en-us/power-platform/admin/managed-environment-overview
- Authoritative for: Governance features available to Power Platform Managed Environments.
- Volatility: high; review every 45d; last reviewed 2026-10-29
- What you may do: Read and cite. Summarise in your own words; do not reproduce the text.
Compare declarative and custom engine agents
- Source id:
ms-agents-compare - Publisher: Microsoft (product-documentation)
- Link: https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/agents-overview
- Authoritative for: The difference between declarative and custom engine agents and when to use each.
- Volatility: high; review every 30d; last reviewed 2026-10-29
- What you may do: Read and cite. Summarise in your own words; do not reproduce the text.
Agent Builder overview
- Source id:
ms-agent-builder - Publisher: Microsoft (product-documentation)
- Link: https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/agent-builder
- Authoritative for: Building declarative agents in Agent Builder, knowledge sources, sharing and known limitations.
- Volatility: high; review every 30d; last reviewed 2026-10-29
- What you may do: Read and cite. Summarise in your own words; do not reproduce the text.
Microsoft Foundry Models overview
- Source id:
ms-foundry-models - Publisher: Microsoft (product-documentation)
- Link: https://learn.microsoft.com/en-us/azure/foundry/concepts/foundry-models-overview
- Authoritative for: The Foundry model catalogue, including models sold by Azure and third-party models from partners and the community, deployment options and model lifecycle.
- Volatility: high; review every 30d; last reviewed 2026-10-29
- What you may do: Read and cite. Summarise in your own words; do not reproduce the text.
Credit
This skill was created by Simon Foote as part of CopilotForge, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/). Credit the author when you share or adapt it.