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**QUICK START GUIDE**

**Get Governance Running in 5 Days**

**Version:** 2.0 \| **For:** Team & Business Tier Customers

**BEFORE YOU BEGIN**

**What You\'ll Need:**

  Item                    Details
  ----------------------- --------------------------------------------------------
  **Admin email**         The person who will manage your Phase Mirror account
  **AI system list**      Names and owners of 3-5 AI systems to start with
  **Existing policies**   Any AI governance policies you already have (optional)
  **30 minutes/day**      Time commitment for the first week

**Your Phase Mirror Credentials:**

  ------------------------------ --------------------------------------------------------------------------
  **Account URL**                https://\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.phasemirror.com
  **Admin Email**                \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  **Customer Success Manager**   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  **Support Email**              [[support\@phasemirror.com]{.underline}](mailto:support@phasemirror.com)
  ------------------------------ --------------------------------------------------------------------------

**DAY 1: ACCESS & EXPLORE (30 minutes)**

**Step 1: Activate Your Account**

1.  ☐ Check email for welcome message from Phase Mirror

2.  ☐ Click activation link

3.  ☐ Set your password (12+ characters, mix of letters/numbers/symbols)

4.  ☐ Configure MFA (scan QR code with authenticator app)

5.  ☐ Log in to your dashboard

**Step 2: Quick Platform Tour**

  Area             What It Does                              Where to Find
  ---------------- ----------------------------------------- ---------------------
  **Dashboard**    Overview of your AI governance status     Home screen
  **AI Systems**   Register and manage your AI systems       Left navigation
  **Dissonance**   View governance gaps and action items     Left navigation
  **Reports**      Generate compliance and board reports     Left navigation
  **Settings**     Manage users, integrations, preferences   Top right gear icon

**Step 3: Invite Your Team**

1.  ☐ Go to **Settings → Users → Invite**

2.  ☐ Add email addresses for key team members

3.  ☐ Assign roles:

    -   **Admin** - Full access (IT lead)

    -   **Governance Lead** - Configure governance (compliance officer)

    -   **System Owner** - Manage specific AI systems (AI/ML leads)

    -   **Viewer** - Read-only dashboards (executives)

**Day 1 Checkpoint:** ☐ Logged in ☐ Team invited

**DAY 2: REGISTER YOUR FIRST AI SYSTEM (45 minutes)**

**Step 1: Prepare System Information**

Before registering, gather this information for one AI system:

  Field                  Your Information
  ---------------------- ------------------------------------------------------------------
  **System name**        \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  **Owner**              \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  **Business purpose**   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  **Type**               ☐ ML Model ☐ LLM/GenAI ☐ Rules Engine ☐ Agent
  **Status**             ☐ Production ☐ Development ☐ Pilot
  **Data used**          ☐ Customer data ☐ Employee data ☐ Business data only
  **Regulations**        ☐ None ☐ GDPR ☐ HIPAA ☐ Fair Lending ☐ Other: \_\_\_\_\_

**Step 2: Register the System**

1.  ☐ Go to **AI Systems → Add System**

2.  ☐ Enter basic information (name, owner, description)

3.  ☐ Select system type and risk level

4.  ☐ Add regulatory tags (if applicable)

5.  ☐ Click **Save**

**Step 3: Upload Documentation (Optional but Recommended)**

Upload any existing documentation:

-   ☐ System design document

-   ☐ Model card or data sheet

-   ☐ Approval documentation

-   ☐ Monitoring specifications

**Day 2 Checkpoint:** ☐ First AI system registered

**DAY 3: RUN YOUR FIRST DISSONANCE ANALYSIS (30 minutes)**

**Step 1: Initiate Analysis**

1.  ☐ Go to **AI Systems → \[Your System\] → Analyze**

2.  ☐ Click **Run Dissonance Analysis**

3.  ☐ Wait 2-5 minutes for analysis to complete

**Step 2: Review Your Dissonance Report**

The report will show gaps between governance expectations and reality:

  Dissonance Type         What It Means                          Example
  ----------------------- -------------------------------------- --------------------------------------------------------------------
  **Documentation Gap**   Missing or outdated documentation      \"No validation report found\"
  **Policy Mismatch**     Policy says X, implementation does Y   \"Policy requires quarterly review, last review was 8 months ago\"
  **Oversight Gap**       Insufficient human oversight           \"No approval workflow for model changes\"
  **Monitoring Gap**      Missing or insufficient monitoring     \"No bias monitoring configured\"

**Step 3: Create Action Items**

For each dissonance:

1.  ☐ Click **Create Lever**

2.  ☐ Assign an owner

3.  ☐ Set a target date

4.  ☐ Add notes on remediation approach

**Day 3 Checkpoint:** ☐ First dissonance report reviewed ☐ Action items
created

**DAY 4: REGISTER REMAINING PRIORITY SYSTEMS (1 hour)**

**Step 1: Identify Priority Systems**

Start with your highest-risk AI systems:

  Priority   System Name                          Owner                Risk Level
  ---------- ------------------------------------ -------------------- -----------------------
  1          (Already done Day 2)                                      
  2          \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_   ☐ High ☐ Medium ☐ Low
  3          \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_   ☐ High ☐ Medium ☐ Low
  4          \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_   ☐ High ☐ Medium ☐ Low
  5          \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_   ☐ High ☐ Medium ☐ Low

**Step 2: Batch Register**

Repeat the Day 2 registration process for each system. **Tip:** Use the
**Bulk Import** feature under **AI Systems → Import** if you have many
systems.

**Step 3: Run Dissonance Analysis on All**

1.  ☐ Go to **Dissonance → Analyze All**

2.  ☐ Review findings across your portfolio

3.  ☐ Prioritize critical gaps

**Day 4 Checkpoint:** ☐ 5 AI systems registered ☐ Portfolio-wide
analysis complete

**DAY 5: SET UP ONGOING GOVERNANCE (30 minutes)**

**Step 1: Configure Notifications**

Go to **Settings → Notifications** and enable:

  Notification             Recommended Setting
  ------------------------ ------------------------
  New dissonances          ☐ Email immediately
  Action items due         ☐ Email 7 days before
  Documentation expiring   ☐ Email 30 days before
  Weekly summary           ☐ Email every Monday

**Step 2: Schedule Regular Reviews**

  Activity                         Recommended Frequency   Calendar It
  -------------------------------- ----------------------- -------------
  Review dissonance dashboard      Weekly                  ☐
  Update AI system documentation   Monthly                 ☐
  Full portfolio analysis          Quarterly               ☐
  Generate board report            Quarterly               ☐

**Step 3: Connect Integrations (Optional)**

If you use these tools, connect them for better automation:

  Integration         Benefit                            Setup Time
  ------------------- ---------------------------------- ------------
  **GitHub/GitLab**   Auto-discover AI systems in code   10 min
  **Jira**            Create tickets from action items   10 min
  **Slack/Teams**     Get notifications in chat          5 min

Go to **Settings → Integrations** to connect.

**Day 5 Checkpoint:** ☐ Notifications configured ☐ Review cadence
scheduled

**YOU\'RE LIVE! 🎉**

**What You\'ve Accomplished**

-   ✅ Platform access configured

-   ✅ Team members invited

-   ✅ Priority AI systems registered

-   ✅ First dissonance analysis complete

-   ✅ Action items assigned

-   ✅ Ongoing governance scheduled

**Your First 30 Days**

  Week         Focus
  ------------ ----------------------------------------------
  **Week 1**   (Complete!) Basic setup and first systems
  **Week 2**   Register remaining AI systems
  **Week 3**   Address critical dissonances
  **Week 4**   Generate first board report, review progress

**Key Metrics to Track**

  Metric                      Target                  Your Status
  --------------------------- ----------------------- -------------
  AI systems registered       100% of critical/high   ***/***
  Open critical dissonances   0                       \_\_\_
  Action items on track       100%                    \_\_\_%
  Documentation current       100%                    \_\_\_%

**QUICK REFERENCE**

**Common Tasks**

  Task                      How To
  ------------------------- ----------------------------------------------------------------------------------------------------
  Add an AI system          AI Systems → Add System
  Run dissonance analysis   AI Systems → \[System\] → Analyze
  Create action item        Dissonance → \[Finding\] → Create Lever
  Generate report           Reports → New Report → Select type
  Invite user               Settings → Users → Invite
  Get help                  Click **?** icon or email [[support\@phasemirror.com]{.underline}](mailto:support@phasemirror.com)

**Keyboard Shortcuts**

  Shortcut   Action
  ---------- --------------------
  G then D   Go to Dashboard
  G then S   Go to AI Systems
  G then R   Go to Reports
  N          New AI System
  ?          Show all shortcuts

**Getting Help**

  Need                            Resource
  ------------------------------- --------------------------------------------------------------------------
  **How-to questions**            [[help.phasemirror.com]{.underline}](http://help.phasemirror.com)
  **Technical issues**            [[support\@phasemirror.com]{.underline}](mailto:support@phasemirror.com)
  **Strategy & best practices**   Your CSM: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  **Status & outages**            [[status.phasemirror.com]{.underline}](http://status.phasemirror.com)

**NEXT STEPS**

**When You\'re Ready for More**

  Capability                  When to Add                                               Contact
  --------------------------- --------------------------------------------------------- ----------
  **Compliance Packs**        Facing specific regulations (EU AI Act, SR 11-7, HIPAA)   Your CSM
  **Additional Users**        Team growing beyond current seats                         Your CSM
  **Enterprise Upgrade**      Need SSO, dedicated instance, advanced features           Your CSM
  **Professional Services**   Want expert help with governance program                  Your CSM

**Resources**

-   📚 **User Guide:**
    > [[help.phasemirror.com/guide]{.underline}](http://help.phasemirror.com/guide)

-   🎓 **Video Tutorials:**
    > [[help.phasemirror.com/academy]{.underline}](http://help.phasemirror.com/academy)

-   💬 **Community:**
    > [[community.phasemirror.com]{.underline}](http://community.phasemirror.com)

-   📰 **Blog:**
    > [[phasemirror.com/blog]{.underline}](http://phasemirror.com/blog)

**QUICK START CHECKLIST**

Print this page and check off as you go:

**Day 1 - Access & Explore**

-   \[ \] Activated account

-   \[ \] Logged in successfully

-   \[ \] Completed platform tour

-   \[ \] Invited team members

**Day 2 - First AI System**

-   \[ \] Gathered system information

-   \[ \] Registered first AI system

-   \[ \] Uploaded documentation

**Day 3 - First Analysis**

-   \[ \] Ran dissonance analysis

-   \[ \] Reviewed findings

-   \[ \] Created action items

**Day 4 - Expand Coverage**

-   \[ \] Registered 4 more AI systems

-   \[ \] Ran portfolio-wide analysis

-   \[ \] Prioritized critical gaps

**Day 5 - Ongoing Governance**

-   \[ \] Configured notifications

-   \[ \] Scheduled regular reviews

-   \[ \] Connected integrations (optional)

**🎉 GO-LIVE COMPLETE**

**Questions?** Contact your Customer Success Manager or email
[[support\@phasemirror.com]{.underline}](mailto:support@phasemirror.com)

**Phase Mirror** \| Governance for AI That Acts \|
[[phasemirror.com]{.underline}](http://phasemirror.com)

This Quick Start Guide gets customers operational in 5 days with minimal
complexity. Would you like me to create:

-   A one-page \"Day 1 Only\" ultra-quick version

-   Role-specific quick starts (Admin, System Owner, Compliance Lead)

-   A video script for a 5-minute onboarding walkthrough

-   A checklist-only version for printing

-   Quick start guides for specific compliance packs (EU AI Act,
    > Financial Services)?

⁂

1.  A Clear Guide to Phase Mirror\'s Services.pdf

2.  Phase mirror dissonance\_\_\_Open core must be useful.pdf

3.  Phase Mirror\_ Comprehensive Services Catalog.docx.pdf

4.  License\_ Strategic & Legal Analysis.pdf

5.  Phase Mirror\_ Consultation & SaaS.pdf

6.  Agentic Domain-Specific Reasoning.pdf

7.  Policy Memo\_ Managing Agentic AI Liability with the Phase Mirror
    > Framework.pdf

8.  The Phase Mirror does not resolve dissonance---it names it.pdf

9.  Understanding Phase Mirror Dissonance\_ A Beginner\'s Guide.pdf

10. The Phase of Mirror Dissonance.pdf

11. Implementation Guide\_ Applying Phase Mirror Dissonance.pdf
