Plan instructions

The instructions the planner follows, in the order it uses them. Calculations are not written here — only how the planner asks, decides what to draft, and puts a result into words.

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.

1

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.

2

Collecting context

Every conversation turn before a plan is drafted.

Given to the model: The conversation so far and the portfolio actuals.

3

What a plan must contain

When the draft is produced.

Given to the model: Portfolio actuals: projects, awards, payroll and burn rate.

4

Voice

Applies to everything the planner says back.

Given to the model: Nothing further.

5

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.

1

Headline sentence

The bold sentence at the top of the plan overview.

Given to the model: Plan status, horizon, selected forecast metrics and unresolved conditions.

2

Paragraph under the headline (off by default)

Only when this box has text in it. Leave it empty and no paragraph is written at all.

Given to the model: Plan status, horizon, selected forecast metrics and unresolved conditions.

3

Score card 1 (left)

The left-hand score card, written on its own.

Given to the model: Every calculated figure a card may show, and this plan's figures.

4

Score card 2 (middle)

The middle score card, written on its own.

Given to the model: Every calculated figure a card may show, and this plan's figures.

5

Score card 3 (right)

The right-hand score card, written on its own.

Given to the model: Every calculated figure a card may show, and this plan's figures.

6

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.

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.