Optimize organizational change mitigation portfolio

Choose a dependency-safe portfolio of documentation, cross-training, review redistribution, onboarding, staffing buffers, staged rollout, rollback or migration-support mitigations that minimizes change loss under nonlinear overlap, common risk, budget, scarce skills, recovery deadlines and CVaR.

What it's for

Turns a What-If result into a constrained recovery plan while exposing cost, scarce-skill load, dependencies, tail risk and alternatives instead of emitting an unpriced checklist.

What you give it

Inputs split into evidence read from your connected systems, calibration your team owns, and numerical controls that affect precision but never the result's meaning.

Field Type Role Required
beam_width integer ≥ 10, ≤ 10000 Numerical control Optional
budget number ≥ 0 Your calibration Yes
exact_search_limit integer ≥ 1, ≤ 24 Your calibration Optional
existing_control_ids array of string Evidence Optional
max_detail_rows integer ≥ 1, ≤ 500 Numerical control Optional
maximum_cvar_loss any Your calibration Optional
minimum_positive_value_probability number ≥ 0, ≤ 1 Your calibration Optional
mitigation_options array of objects (16 fields) Evidence Yes
resource_capacities object Evidence Yes
risk_aversion number ≥ 0 Your calibration Optional
scenarios array of objects (3 fields) Evidence Yes
shared_risk_groups array of objects (3 fields) ≥ 0 items Evidence Yes
tail_probability number > 0, < 1 Your calibration Optional
transition_risks array of objects (15 fields) Evidence Yes

Each mitigation_options record

Field Type Required
available_scenario_ids array of string Yes
capacity_gap_closure_scenarios array of number (≥ 1 item) Yes
common_loss_reduction number (≥ 0, ≤ 1) Yes
dependency_option_ids array of string Yes
evidence_verified boolean Yes
exclusion_option_ids array of string Yes
id string (non-empty) Yes
implementation_cost number (≥ 0) Yes
knowledge_gap_closure_scenarios array of number (≥ 1 item) Yes
lead_time_periods integer (≥ 0, ≤ 520) Yes
operating_cost_scenarios array of number (≥ 1 item) Yes
recovery_period_reduction_scenarios array of number (≥ 1 item) Yes
resource_demand object Yes
review_gap_closure_scenarios array of number (≥ 1 item) Yes
satisfied_control_ids array of string Yes
transition_risk_ids array of string Yes
Example input
{
  "budget": 20000,
  "existing_control_ids": [
    "change-review"
  ],
  "mitigation_options": [
    {
      "available_scenario_ids": [
        "base",
        "stress"
      ],
      "capacity_gap_closure_scenarios": [
        0.1,
        0.1
      ],
      "common_loss_reduction": 0.2,
      "dependency_option_ids": [],
      "evidence_verified": true,
      "exclusion_option_ids": [],
      "id": "document",
      "implementation_cost": 4000,
      "knowledge_gap_closure_scenarios": [
        0.5,
        0.4
      ],
      "lead_time_periods": 1,
      "operating_cost_scenarios": [
        500,
        700
      ],
      "recovery_period_reduction_scenarios": [
        1,
        2
      ],
      "resource_demand": {
        "platform": 1
      },
      "review_gap_closure_scenarios": [
        0.1,
        0.1
      ],
      "satisfied_control_ids": [
        "change-review"
      ],

Truncated for display — the full payload is 156 lines.

What you get back

This is the actual output of running the example above — computed by the same function the platform calls, not an illustration.

Example output
{
  "baseline": {
    "expected_loss": 81000,
    "loss_cvar": 149000
  },
  "configuration": {
    "budget": 20000,
    "maximum_cvar_loss": null,
    "minimum_positive_value_probability": 0.5,
    "risk_aversion": 0,
    "tail_probability": 0.2
  },
  "decision": "mitigation_portfolio_available",
  "guardrails": [
    "The portfolio is conditional on finance-owned common scenarios and submitted counterfactual option effects; it does not infer causal benefits from activity correlations.",
    "Options close aggregate operational gaps multiplicatively so overlapping mitigations cannot each claim the full same benefit; common losses are counted once per shared group.",
    "A recommendation is decision support only and never authorizes hiring, firing, reassignment, monitoring, procurement, rollout or migration."
  ],
  "method": "nonlinear_common_scenario_change_mitigation_portfolio_v1",
  "pareto_frontier": [
    {
      "expected_residual_loss": 81000,
      "implementation_cost": 0,
      "loss_cvar": 149000,
      "selected_option_ids": []
    },
    {
      "expected_residual_loss": 71420,
      "implementation_cost": 4000,
      "loss_cvar": 128850,
      "selected_option_ids": [
        "document"
      ]
    },
    {
      "expected_residual_loss": 57710.3125,
      "implementation_cost": 12000,
      "loss_cvar": 98814.0625,
      "selected_option_ids": [
        "cross-train",
        "document"
      ]
    }
  ],

Truncated for display — the full payload is 75 lines.

How it works

Causal inference & experiment design — Separate what a change caused from what merely moved alongside it.

  1. 1 Freeze finance-owned common scenarios, unique direct and shared losses, capacity/review/knowledge/recovery gaps, required controls and independently evidenced mitigation effects.
  2. 2 For each dependency/exclusion-safe option set, apply lead-time-adjusted gap closure multiplicatively, accelerate recovery without going below zero, count each shared-group loss once and add full implementation and scenario operating cost.
  3. 3 Reject plans that breach scenario availability, controls, budget, scarce resources, recovery deadlines, positive-value probability or CVaR; return the best risk-adjusted plan and cost-loss-CVaR Pareto frontier using exact streaming enumeration or disclosed beam search.

Before you trust it

Every tool in the catalog ships with the conditions under which its answer is meaningful — and the conditions under which it should abstain instead of guessing.

Assumptions & guardrails

  • Assignment or adoption timing, interference policy, overlap, attrition, and outcome availability match the estimand encoded by the method.
  • Risks and options share one horizon, currency and counterfactual; effect scenarios are prospective; option overlap is adequately represented by multiplicative closure; shared losses are unique; and resource, timing and recovery limits are decision-owner approved.
  • A causal label is warranted only when design and diagnostic requirements pass; otherwise treat the result as descriptive or abstain.
  • The optimizer ranks submitted aggregate mitigations only; it neither infers personal suitability nor authorizes hiring, firing, reassignment, monitoring, procurement, rollout or migration.

Minimum evidence

  • transition_risks: required and organization-defined
  • shared_risk_groups: at least 0 rows/items
  • mitigation_options: required and organization-defined
  • scenarios: required and organization-defined
  • budget: required and organization-defined
  • resource_capacities: required and organization-defined

How to validate it

Preserve the assignment/adoption design and validate overlap, pre-period or placebo diagnostics, attrition, interference policy, and cluster-level uncertainty; never tune on the estimated effect.

Calibrating it to your org

Same for everyone

The mathematical kernel, validation rules, method version, and JSON output semantics are organization-independent; no tenant-trained coefficients or company benchmark is embedded in the function.

Specific to you

  • one versioned mitigation option set joined to the forecasted aggregate transition risks, common loss groups, hard recovery/control limits, current resource capacities and a coherent scenario matrix without duplicated benefit or loss sources
  • risk/group boundary, horizon and gap units, monetization, recovery deadline, mandatory controls, option effect evidence, lead time, full cost, shared-risk reduction, dependencies/exclusions, scenario availability, resource capacity, budget, positive-value gate, CVaR appetite and human decision authority

Calibration workflow

  1. 1 Define the management decision, target outcome, aggregate unit, privacy boundary, cadence, and prediction/intervention horizon for this organization.
  2. 2 Build a tenant-scoped historical cohort using only information available before each prediction or decision; preserve zero periods, censoring, assignment probabilities, and unresolved outcomes when the method requires them.
  3. 3 Estimate statistical parameters on training history, but obtain costs, utilities, risk tolerance, practical-effect thresholds, capacity, and policy constraints from accountable decision owners.
  4. 4 Validate on later time windows or held-out aggregate units at the deployment grain, against a simple baseline and the function-specific validation strategy.
  5. 5 Deploy only if the returned decision clears evidence, overlap, calibration, robustness, and guardrail checks; warning, unsupported, schema-gap, and fallback decisions are abstentions.
  6. 6 Monitor realized outcomes, data drift, coverage, and decision regret; recalibrate at a governed cadence or after a detected regime/definition change, never merely because a stakeholder dislikes the result.

Call it from your AI

You don't wire up 388 tools in your MCP client. The GitRevio MCP server exposes 18 tools, three of which let an agent search the catalog, read a tool's schema, and run it — so the assistant finds this one on its own.

gitrevio_capabilities_search
  { "q": "choose a dependencysafe portfolio of documentation" }
  → finds "optimize_organizational_change_mitigation_portfolio"

gitrevio_capability_describe
  { "capability_id": "optimize_organizational_change_mitigation_portfolio" }
  → returns the input schema and agent guidance shown on this page

gitrevio_capability_run
  { "capability_id": "optimize_organizational_change_mitigation_portfolio", "arguments": { ... } }
  → returns the result shown above

Works in Claude Desktop, Claude Code, Cursor, Cline, Continue.dev, Goose and Aider. See the MCP server.

Related tools

Audit organizational change simulation integrity

Audit whether an organizational or technology what-if simulation is fit for reliance by checking point-in-time model lineage, local history, factor support, second-order dependency structure, calibration, scenario reconciliation and individual-level safeguards.

Statistical audit & measurement

Forecast organizational change second order effects

Forecast the incremental capacity, review, knowledge, quality, backlog, recovery and financial distribution of a submitted departure, hire, restructure, reassignment, PTO, AI rollout, framework migration or contractor scenario using company-local completed episodes and a dependency DAG.

Causal inference & experiment design

Analyze coordination entropy

Quantify privacy-safe cross-team seam complexity, concentration, latency, and failure load.

Decision analysis

Analyze delayed management feedback stability

Stress the dynamic stability of a delayed signed organizational feedback model: build a VAR companion matrix from interval-valued lagged influences, evaluate midpoint, interval corners, and sampled simultaneous coefficients, calculate spectral and transient amplification margins, and rank one-edge damping leverage without claiming an exhaustive robust-control certificate.

Decision analysis

Audit decision flow integrity

Audit management decision histories for unresolved work, state cycles, unowned dwell and excessive lead-time tails using immutable event sequences, whole-decision bootstrap uncertainty, simultaneous flow-level gates and state bottleneck diagnostics.

Statistical audit & measurement

Audit executive technology reporting integrity

Audit a frozen executive technology pack for complete metric/risk scope, point-in-time source and definition lineage, numerical reconciliation, supported narrative direction, independent review and evidence coverage.

Statistical audit & measurement

See every tool in Org design, incentives & decisions →

Ready to See Your Engineering work clearly?

Request a free demo