Competences, Training and Exercises: A Framework for the Transformed Blue Team

All courses / AI Blue / Module 5 / Chapter 22

Learning objectives

After the lesson the participant can:

Describe the eight domains of the competence framework and the profile each growing role needs
Explain why the lower of the unassisted and assisted results counts and why certificates support Foundation only
Design a half-day two-pass exercise and write the competence records that follow from it
Formulate a competence condition that lowers an autonomy ceiling when evidenced holders are missing

Key concepts

SOC-CF: Hansa Mutual's group competence framework, version 2027.1, with eight domains of three identifiers each: DET, INV, HNT, CMD, AGT, DAT, LAW and COM. Nordvik Region uses the same domains with twelve identifiers.
Four levels: Foundation, Practitioner, Advanced and Expert. Where a competence has an unassisted and an assisted form, the lower of the two is the level, and everything above Foundation rests on an exercise or tested work.
Competence record: A record of judgement exercised, identified as CMP-*: the levels shown, the evidence, the validity period and the development plan. It holds exercise evidence only, excludes ranking, pay and discipline, and is read in full by the person.
AGT domain: The competences for working with agents: reading mandates, delegation profiles and playbooks (AGT-01), reviewing agent proposals (AGT-02), and writing and testing the playbook that bounds an agent (AGT-03).
Competence condition on autonomy: A rule that makes an agent's ceiling depend on evidenced holders. Under AIDR-0780, a Level 3 Bounded class needs at least two holders per site; if unmet, the ceiling falls to Level 2 Supervised.

Interactive exercises

Do them here and get feedback at once. Choose a card and then where it belongs, or drag it.

Interactive exercise 1 · Match

Which exercise shows which competence?

Match each kind of exercise with what the chapter's table says it assesses best.

Interactive exercise 2 · Sort

Which level does this evidence show?

Sort each description or piece of evidence under the competence level the chapter's table ties it to.

Teaching plan

15 min	Teacher presents the eight domains, the four levels and the role profiles, and the rule that decisions must depend on the framework.
15 min	Reading of CMP-NR-04: why INV-02 stands at Foundation, what one of three seeded errors caught says about AGT-02, and what the record may not be used for.
15 min	Matching task: groups pair the six kinds of exercise with the competences each assesses best and name the limit of each.
45 min	Exercise: groups design a half-day two-pass assessment and write one competence record from a provided result sheet.
15 min	Discussion of AI literacy as evidence of ability and of the conditions file that ties Level 3 ceilings to holders at both Hansa Mutual sites.

Discussion

A competence that can only be shown with the assistant counts at the lower level. What would your team's map look like if every competence were assessed in both forms?
A finding about a tool goes to the finding register; a finding about a person goes only to that person's plan. Why does the chapter insist on keeping the two apart?
A holder whose record expires is treated like a lapsed certificate on a service, and the agent's ceiling drops. Is that proportionate, and what would you do to avoid being surprised by it?

Written exercise

Exercise · 45 minutes

A half-day exercise and the records it produces

Design the assessment of the practical guide for your team or for Nordvik Region's six analysts. Write the terms to agree with employee representatives first: purposes, readers and excluded uses. Choose six to ten identifiers and the level at which each is to be shown. Outline one scenario built from a past post-incident review with no real identity or host, and for the assisted pass describe three seeded errors in an AI-drafted summary and one false lead, by kind only. Plan the two 60-minute passes and two assessors, one from outside the person's line. Then write one competence record from the teacher's result sheet, taking the lower of the two passes, with a learning plan for each gap.

Deliverable: An exercise plan with agreed record terms, identifiers, scenario outline and rubric, plus one completed competence record with a dated learning plan.

Your work

Self-test

Choose an answer to see whether it is right, or open the answer below each question.

In the competence record CMP-NR-04, why does INV-02 stand at Foundation?
Show the answer
C. Because the lower of the two passes counts, and evidence handling slipped without the assistant
Where a competence has an unassisted and an assisted form, the lower counts. The analyst's evidence handling was sound in the assisted pass and slipped in the unassisted one.
What does a certificate support in the chapter's framework?
Show the answer
A. Foundation only; everything above rests on an exercise or on tested work
A certificate shows that a body of knowledge was met at a point in time and brings a newcomer to Foundation. Levels above it are shown by unassisted performance in exercises or by artefacts that held under test.
What happens under Hansa Mutual's competence conditions when fewer than two evidenced holders of the required competence exist at a site?
Show the answer
D. The Level 3 Bounded ceiling falls back to Level 2 Supervised
The conditions file sets on_unmet to Level 2 Supervised and notifies the SOC lead and the group AI governance board. A nightly check lowers the ceiling when a holder's record expires.