Roles & AI Agents — Mountain Camp 2027¶
Defines the 5 accountability clusters that replace the legacy 17-role model, and the AI agent boundaries within each cluster.
Role Clusters¶
Reduces 17 legacy roles into 5 accountability clusters with clear prioritization. Use this as the primary lens for staffing and for AI agent boundaries.
Why clusters¶
The original Drupal Mountain Camp Roles & Accountabilities listed 17 roles. That is too many to staff clearly and to use when defining how AI agents help. Clustering groups related accountabilities; prioritization shows where to assign people first and where agent support matters most.
The 5 clusters¶
| Cluster | Original roles merged | Purpose in one line |
|---|---|---|
| 1. Lead & Coordination | Team Lead, Finance (overview) | Vision, timeline, team, meetings, budget overview, internal comms, feedback. |
| 2. Program & Content | Program, Video recording, Contribution | Sessions, keynotes, CFP, schedule, recordings, contribution sprints. |
| 3. Marketing & Web | Marketing, Website & Infrastructure, Design | Audience, campaigns, newsletters, social, website, brand, assets. |
| 4. Revenue | Sponsoring, Tickets, Finance (execution) | Sponsor packages and outreach, ticket tiers and registration, payments in/out. |
| 5. Venue & Experience | Venue & Logistics, Accommodation, Volunteers, Local Events, Event photography | Place, catering, AV, accommodation, volunteers, social activities, photography. |
Diversity & Inclusion (CoC, accessibility, diversity in program) is cross-cutting. It is not a sixth cluster but a lens applied by every cluster, with one named D&I lead who advises and checks.
Prioritization (Tiers)¶
Tier 1 — Make-or-break (staff first)
Without these, the event does not get defined, sold, or attended.
- Lead & Coordination — Someone must own vision, timeline, and budget.
- Program & Content — Defines what people come for.
- Marketing & Web — How people hear about it and sign up.
- Revenue — Sponsors and tickets fund the event.
Tier 2 — Event quality (staff next)
Determines whether DMC feels like DMC (atmosphere, welcome, logistics). Feedback shows atmosphere and welcome are top drivers; this cluster owns delivery.
- Venue & Experience — Venue, accommodation, volunteers, socials, photography.
Embedded — Non-negotiable but not a separate cluster
- Diversity & Inclusion — Named D&I lead; accountabilities (CoC, accessibility, diversity in program) are owned by Lead, Program, and Venue & Experience with D&I input.
Mapping to working groups¶
Working groups are the operational teams; clusters are the accountability model.
| Cluster | DMC27 working group(s) | Note |
|---|---|---|
| Lead & Coordination | Core / organizing committee | Not a "group" but the lead(s) who run sync and own timeline. |
| Program & Content | Program Team, Sprints Team | Program + Sprints can stay as two groups under one cluster lead or merge. |
| Marketing & Web | Marketing Team | 1:1. |
| Revenue | Sponsorship Team (+ tickets/finance) | One cluster; tickets/finance may sit with same person or with Lead. |
| Venue & Experience | Logistics Team, Social/Activities Team | Two groups, one cluster: venue/volunteers vs social/pre-conference. |
So: 5 role clusters, 5–6 working groups (depending whether Program and Sprints stay separate).
RACI (optional reference)¶
To be filled when organizing committee is confirmed (May–June 2026).
| Cluster | Responsible | Accountable | Consulted | Informed |
|---|---|---|---|---|
| Lead & Coordination | TBD | Team Lead | All group leads | All contributors |
| Program & Content | Program + Sprints leads | TBD | D&I lead, Marketing | Lead, attendees |
| Marketing & Web | Marketing lead | TBD | Lead, Program | Lead, sponsors |
| Revenue | Sponsorship lead (+ tickets/finance) | TBD | Lead, Finance | Lead, sponsors |
| Venue & Experience | Logistics + Social/Activities leads | TBD | Lead, D&I | Lead, volunteers |
AI Agent Boundaries¶
How AI agents can support DMC27 work, by accountability cluster. Boundaries and approval rules keep agents helpful without taking over human decisions.
Best practices¶
Human-in-the-loop (HITL)
- Approval gates: The agent produces a draft or proposes an action; a human approves before it is executed or published.
- Escalation: The agent works autonomously for low-risk tasks but escalates when confidence is low or the action is high-impact.
- Shared context: Humans and agents use the same artefacts (repo, timeline, action-items) so work stays aligned.
Risk-based routing
- Low risk — agent can act (with review in repo): Summaries, retrieval, classification, internal drafts, research, document updates in the repo. Edits are visible in version control.
- Supervised by default: External communications (email, social, contact-form replies), public content publish, financial actions, access or config changes. Agent drafts; human approves before send/publish/commit.
- Evidence for approval: When an agent proposes something that needs approval, it should provide enough context (draft, rationale, sources) so a human can decide quickly.
What stays human-only
- Final decisions on money, contracts, and legal.
- Relationship-sensitive outreach (e.g. key sponsor or speaker conversations).
- Safety and inclusion: Code of Conduct, accessibility, D&I. Agents can draft and suggest; humans own decisions and tone.
1. Lead & Coordination¶
Agents can: - Summarise feedback and meeting notes. - Draft and update timeline and milestone text. - Sync decisions from meeting notes into planning/action-items.md and relevant docs. - Propose agenda items or next steps from open action items.
Approval required: - Any change that commits the team to a date, budget, or staffing decision. Human reviews before the change is treated as final.
Human-only: - Vision and strategic direction. - Team staffing and facilitation. - Final budget and milestone sign-off. - Appreciation and internal communication tone.
2. Program & Content¶
Agents can: - Research potential speakers (including outside Drupal) aligned with themes (AI ethics, Data Sovereignty, Open Web). - Draft CFP text, schedule frameworks, and session descriptions. - Suggest diversity and balance improvements using feedback/feedback-analysis.md. - Draft runbooks for video publishing, slide collection reminders, contribution sprint topics.
Approval required: - Publishing or changing the public CFP, schedule, or speaker list. - Any external message to speakers or contribution leads.
Human-only: - Keynote and featured speaker relationships and invitations. - Final session selection and schedule. - Recording and publishing decisions (rights, platform).
3. Marketing & Web¶
Agents can: - Draft newsletters, social posts (LinkedIn, X, Bsky), and web copy. - Propose campaign timing and channels using timeline.md and marketing/personas.md. - Suggest structure and copy for website pages. - Draft or refine brand and design briefs (mood, tone, copy for assets).
Approval required: - Any send (newsletter, email) or publish (social, website). Human approves before go-live. - Contact-form or social reply templates: human approves before use.
Human-only: - Campaign strategy and audience definition. - Final brand identity and visual assets. - Direct replies to attendees or media.
4. Revenue¶
Agents can: - Draft sponsorship prospectus text, tier descriptions, and benefit lists. - Draft sponsor outreach email templates and follow-up sequences. - Draft ticket tier copy and pricing rationale (for internal use). - Draft budget reports, categorise expenses, reconcile against plan.
Approval required: - Any outgoing sponsor email or public commitment. - Any change to ticket prices, dates, or public tier descriptions. - Finance: no payment initiation, refund, or bank action — drafts and reports only.
Human-only: - Sponsor and partner relationships and negotiations. - Payment initiation, refunds, and financial sign-off. - Diversity and access ticket decisions.
5. Venue & Experience¶
Agents can: - Draft checklists and runbooks (venue setup, AV, catering, volunteers). - Draft volunteer briefs, role descriptions, and sign-up text. - Draft descriptions for social activities and pre-conference options. - Draft photography briefs, shot lists, and consent wording.
Approval required: - Any commitment to venue, supplier, or photographer. - Any public promise to attendees (e.g. "we will provide X").
Human-only: - Venue and supplier contracts and negotiations. - On-site coordination and volunteer management. - Hiring and contracting photographers.
Diversity & Inclusion (cross-cutting)¶
Agents can: - Draft Code of Conduct text and accessibility checklists. - Propose diversity metrics or checks on program and speaker mix. - Suggest inclusive language and format improvements in drafts.
Approval required: - All CoC and D&I-related text. Human owns final wording and enforcement.
Human-only: - Final Code of Conduct and enforcement decisions. - Accessibility and inclusion decisions. - Tone and safety in sensitive situations.
Quick Reference¶
| Cluster | Agent does (drafts / research) | Human approves before | Human-only |
|---|---|---|---|
| Lead & Coordination | Summaries, action-items sync, timeline drafts | Committed dates/budget/staffing | Vision, staffing, appreciation |
| Program & Content | Speaker research, CFP/schedule drafts, diversity suggestions | CFP/schedule publish, speaker comms | Keynote/speaker relationships, final selection |
| Marketing & Web | Newsletters, social, web copy, campaign ideas | Any send or publish | Strategy, brand, direct replies |
| Revenue | Prospectus, outreach templates, reports | Sponsor email, price/tier changes | Relationships, payments |
| Venue & Experience | Checklists, volunteer briefs, activity descriptions | Commitments to venue/suppliers | Contracts, on-site execution |
| D&I | CoC drafts, accessibility checklists, diversity metrics | All CoC and D&I text | Final CoC, enforcement, tone |
Related: Working groups. Agent instructions: AGENTS.md.