The Plan Pro

The one-page pitch brief.

"A client should be able to read your strategy in two minutes and say: 'They get it.'"

Video Walkthrough

The Plan walkthrough. View all tutorials →

The Core Insight

The Plan synthesises everything upstream into a one-page pitch brief. It takes the problem reframe, audience tension, and position statement and weaves them into a coherent strategic narrative.

The strategic backbone that makes the creative brief possible.

Why One Page

Strategy documents tend to grow. More pages feel like more rigour. But length is often a sign of unclear thinking. If you can't say it in one page, you haven't decided what matters.

The one-page format is designed for how strategies actually get used: clients skim before meetings, creative teams need direction they can hold in their heads, stakeholders need something they can forward.

Theoretical Grounding

Cascade Mode vs Free Roam

The Plan operates in two modes:

Cascade Mode

In Cascade Mode, The Plan receives complete strategic context from all upstream tools: problem reframe from The Story, audience tension from The Audience, and position statement from The Message. It synthesises these into a one-page pitch brief automatically.

Key behaviours in Cascade Mode:

Upstream edits: If you return to earlier tools and make changes, you must click "Lock & Continue" in those tools again. This resets The Plan's inherited data to reflect your updates. You'll see a warning before navigating away if you have unsaved changes.

Free Roam

Use The Plan independently to document existing strategy or create standalone briefs without cascade context.

Key differences:

In a pitch? Use Cascade Mode to synthesise your cascade. Documenting existing strategy? Use Free Roam for flexibility. See our Quality Indicators guide for confidence score details.

The Brief Structure

1. The Problem - What we're actually solving. Not the stated brief, but the reframed problem from The Story.

2. The Audience - Who we're talking to and why they'll care. The tension from The Audience.

3. The Opportunity - Where we can win. The position from The Message.

4. The Direction - What we're going to do about it. The strategic choice. (Golden Thread output)

5. What We're Not - The explicit exclusions. The trade-offs that make it defensible.

Additional Context

The Plan also captures supporting information:

How It Works

Step 1: Review Inherited Context

In Cascade Mode: The Plan pre-fills five key sections from your cascade:

Review each section. Edit if needed. These are starting points based on your cascade outputs, not locked fields.

Step 2: Generate Strategic Direction

Click "GENERATE DIRECTION" to synthesise your direction statement. This analyses the problem, audience, and opportunity together to produce a coherent strategic choice.

The direction statement follows the format: Given [problem] affecting [audience], we will [strategic approach] by [method/territory], which will [outcome].

Example: "Given phone upgrade fatigue affecting Pragmatic Upgraders, we will reframe phone longevity from compromise into confident choice by celebrating financial intelligence over feature obsession, which will make holding onto phones longer a source of pride, not anxiety."

Click "REFINE DIRECTION" to regenerate with different phrasing. Use the text area to manually override if needed.

Step 3: Define Exclusions

Fill in "What We're NOT" with explicit exclusions inherited from The Message, plus any additional strategic boundaries.

Why this matters: Exclusions make strategy defensible. They define the trade-offs you're making. Without exclusions, your strategy is just aspiration, not direction.

Step 4: Review Strategic Confidence

Check your Strategic Confidence score. This shows the cumulative quality of your cascade:

Hover over the confidence badge to see the breakdown. If any dimension is low, you can return to upstream tools to add more context.

Warning about upstream edits: If you return to The Story, Audience, or Message and make changes, you must click "Lock & Continue" in those tools again. This resets The Plan's inherited data. You'll see a warning before navigating away.

Step 5: Export or Lock & Continue

Export your pitch brief as Word or PDF. Choose which sections to include: workspace logo (if uploaded), the five core sections, additional context, or everything.

In Cascade Mode: Click "LOCK & CONTINUE" to save and advance to The Frame. Your pitch brief becomes input for creative territory generation.

In Free Roam: Click "SAVE" to add this brief to your library.

Strategic Confidence Score

The Plan shows a Strategic Confidence score that reflects the quality of your entire cascade:

Score ranges:

See Quality Indicators for full details on confidence scoring.

How It Fits The Cascade

The Plan is the synthesis point of the Pitch Flow:

The pitch brief is what survives contact with the client. Everything else is working.

Best Practices

Common Mistakes

"A strategy that can't fit on one page probably can't fit in anyone's head."

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