Primitives.org.ai

Plan

Strategies and approaches to achieve goals

Plan

Plans define the strategy and approach to achieve Goals. Plans break down into Projects with concrete deliverables.

Overview

A Plan bridges the gap between aspirational goals and executable work. It outlines the approach, resources, milestones, and success criteria.

import { Plan } from 'business-as-code'

const plan = Plan('Customer Retention Initiative', {
  goal: retentionGoal,

  approach: `
    Focus on early warning detection and proactive engagement.
    Invest in customer success tooling and expand the CS team.
  `,

  phases: [
    { name: 'Discovery', duration: '2 weeks' },
    { name: 'Build', duration: '6 weeks' },
    { name: 'Rollout', duration: '4 weeks' },
  ],
})

Creating Plans

import { Plan } from 'business-as-code'

const plan = Plan('Mobile App Launch', {
  // Link to goal
  goal: Goal.get('launch-mobile-app'),

  // High-level approach
  approach: 'Build native apps with shared business logic',

  // Key decisions
  decisions: [
    'Use React Native for cross-platform development',
    'Launch iOS first, Android 2 weeks later',
    'Soft launch to beta users before public release',
  ],

  // Resource requirements
  resources: {
    team: ['2 mobile devs', '1 designer', '0.5 PM'],
    budget: 150000,
    duration: '4 months',
  },

  // Risk mitigation
  risks: [
    { risk: 'App Store rejection', mitigation: 'Early TestFlight reviews' },
    { risk: 'Scope creep', mitigation: 'Strict MVP definition' },
  ],
})

Plan Phases

const plan = Plan('Platform Migration', {
  phases: [
    {
      name: 'Assessment',
      duration: '2 weeks',
      deliverables: ['Current state analysis', 'Migration roadmap'],
    },
    {
      name: 'Pilot',
      duration: '4 weeks',
      deliverables: ['Migrate 1 service', 'Validate approach'],
    },
    {
      name: 'Migration',
      duration: '8 weeks',
      deliverables: ['All services migrated', 'Data validated'],
    },
    {
      name: 'Cutover',
      duration: '1 week',
      deliverables: ['Production traffic switched', 'Old system decommissioned'],
    },
  ],
})

// Track phase progress
plan.currentPhase  // 'Pilot'
plan.phaseProgress // 0.6 (60% through current phase)

Plans to Projects

Plans spawn concrete projects:

import { Project } from 'business-as-code'

// Generate projects from plan
const projects = await plan.createProjects()

// Or manually
const project = Project.for(plan, {
  name: 'Build Churn Prediction Model',
  phase: 'Build',
  deliverables: ['ML model', 'Integration API', 'Dashboard'],
})

AI-Assisted Planning

import { AI } from 'ai-functions'

// Generate plan from goal
const plan = await AI.plan(goal, {
  constraints: ['Budget under $100k', '3 month timeline'],
  context: await getCompanyContext(),
})

// Critique and improve plan
const feedback = await AI.review(plan, {
  criteria: ['feasibility', 'completeness', 'risk coverage'],
})

Plan States

plan.status  // 'draft' | 'approved' | 'in_progress' | 'completed' | 'cancelled'

await plan.submit()   // Submit for approval
await plan.approve()  // Approve and start
await plan.complete() // Mark as done

See Also

  • Goal - What plans aim to achieve
  • Project - Concrete initiatives from plans
  • Task - Work items within projects
  • Workflow - Automated execution
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