Plan instructions
Edits are kept in this browser and are sent with every plan run made from it, so a change takes effect immediately without a release.
Building a plan
Used in this order while a plan is being built, from the first conversation turn to the explanation of the calculated forecast.
Role and scope
First. Sets who the planner is and what it is allowed to plan.
Given to the model: Portfolio name, PI name, today's date.
Collecting context
Every conversation turn before a plan is drafted.
Given to the model: The conversation so far and the portfolio actuals.
What a plan must contain
When the draft is produced.
Given to the model: Portfolio actuals: projects, awards, payroll and burn rate.
Voice
Applies to everything the planner says back.
Given to the model: Nothing further.
Explaining the calculated forecast
After the forecast is calculated, to explain the recommended result.
Given to the model: The selected candidate, its metrics, unresolved findings and the decision record.
Writing the plan overview
Used in this order when the plan overview is written from the selected forecast.
Headline assessment
First line of the plan overview.
Given to the model: Plan status, horizon, selected forecast metrics and unresolved conditions.
Score cards
The three score cards under the headline assessment.
Given to the model: Funding put to use, projects within forecast budget and effort coverage, with their figures.
Funding, projects, people
The three overview sections, in that order.
Given to the model: Funding position, project timing and effort coverage for the whole horizon.
Comparison and readiness
Last, when a baseline or another plan is being compared.
Given to the model: The comparison figures and anything that is not forecast or not comparable.
Try it on one plan
Runs the edited instructions against a single plan. Rebuilding recalculates that plan's forecast; writing the overview reads the forecast already calculated.