{% extends 'base.html' %} {% block heading %}Final Project Plan & Scope {% endblock %} {% block content %} {% include '_project_bar.html' %}
WIZE FINAL REPORT

{{project.name if project else 'Select or create a project'}}

{{project.description if project and project.description else 'This report turns the Wize strategy questions, connected Whys, PERT estimates, tasks, team structure, assumptions and handbook guidance into one execution plan.'}}

Plan readiness{{readiness_pct}}%Complete the missing gates below before treating the plan as final.
0 · READINESS GATES

What is still missing?

A person who does not know what to do should be able to use this list as the immediate checklist. Green items are already supported by project data; incomplete items tell you exactly where to go next.

{% for label,ok,detail in readiness_items %}
{{'✓' if ok else '→'}} {{label}}{{detail}}
{% endfor %}
1 · EXECUTIVE PURPOSE

What are we trying to accomplish?

Project: {{project.name if project else 'Not defined'}}

Project description / decision context: {{project.description if project and project.description else 'Not defined yet. Add a short description so someone reading the plan understands the situation.'}}

How to use this section: The description should explain the situation, not merely repeat a task. The five Need Goals below define the concrete scope.
2 · STRATEGIC SCOPE

The five questions define what is in scope

Each Need is a concrete Goal. Wish, Dream and Fantasy are the connected reasons that explain why that Goal matters. A reader should be able to trace each Goal upward without guessing.

{% for g in goals %}
{{g.category}}

Goal / Need

I need to {{g.need}} so that I can {{g.so_that}}{% if g.because %} because {{g.because}}{% endif %}.

{% for r in strategy_rows if r.category==g.category and r.level!='Need' %}WHY? ↓
{{r.level}}{% if r.level=='Wish' %} / Why 1{% elif r.level=='Dream' %} / Why 2{% elif r.level=='Fantasy' %} / Why 3{% endif %}

I need to {{r.need}} so that I can {{r.so_that}}{% if r.because %} because {{r.because}}{% endif %}.

{% endfor %}
{% else %}

No Need Goals yet. Start with Strategy + Whys.

{% endfor %}
Scope rule: Work that does not support one of these Need Goals should be challenged before it enters the plan. Porter-style strategy requires trade-offs—what the project will not do should be made explicit when competing work appears.
3 · TIME / STRESS SCOPE

PERT assessment for each Goal

Program Evaluation and Review Technique (PERT) turns Best / Most Likely / Worst estimates into a weighted planning view. Wize adds a stress range so uncertainty is visible instead of hidden.

{% for g in goals %}{% else %}{% endfor %}
Strategic questionGoalStatusExpectedStandard deviationWize stress range
{{g.category}}I need to {{g.need}} so that I can {{g.so_that}}{% if g.expected is not none %}ASSESSED{% else %}NEEDS PERT{% endif %}{% if g.expected is not none %}{{'%.2f'|format(g.expected)}} {{g.unit}}{% else %}—{% endif %}{% if g.sigma is not none %}{{'%.2f'|format(g.sigma)}}{% else %}—{% endif %}{% if g.expected is not none %}{{'%.2f'|format(g.high_stress)}} → {{'%.2f'|format(g.low_stress)}} {{g.unit}}{% else %}Run PERT{% endif %}
No Need Goals yet.
4 · EXECUTION PLAN

What to do

These are the executable records generated from the Wize strategy process. Work from highest priority downward, but keep asking whether each task still supports a Need Goal.

{% for t in tasks %}{% else %}{% endfor %}
PriorityStatusSourceAction / reason
{{t.priority}}{{t.status}}{{t.source_level or 'Task'}}{% if t.need and t.so_that %}I need to {{t.need}} so that I can {{t.so_that}}{% if t.because %} because {{t.because}}{% endif %}{% else %}{{t.title}}{% endif %}
No execution tasks yet.
Operations tip: If the team is busy but output is not moving, use the handbook's Theory of Constraints question: What single bottleneck limits the whole system? Improve the constraint before optimizing non-constraints.
5 · TEAM / MANAGEMENT SCOPE

Who coordinates the work?

The latest team design gives each working group real management, a Product Lead for delivery, and stable contributor pairs so communication is reduced without becoming a one-person hub.

{% if comms %}{% set r=comms[0] %}
{{r.people}}People
{{r.local_managers}}Managers
{{r.product_leaders}}Product Leads
{{r.stable_pair_channels}}Stable peer pairs
{{r.channels}} → {{r.structured}}Communication lines
{{'%.1f'|format(r.reduction_pct)}}%Reduction

{{r.sentence}}

{% if comms|length > 1 %}
Show {{comms|length - 1}} older team calculation{{'' if comms|length==2 else 's'}}
{% for old in comms[1:] %}

{{old.people}} people: {{old.local_managers}} Manager(s), {{old.product_leaders}} Product Lead(s), {{old.stable_pair_channels}} stable pair line(s), {{old.channels}} → {{old.structured}} channels.

{% endfor %}
{% endif %}{% else %}

No communication design logged. Run Communications after you know how many people will execute the Goals.

{% endif %}
7-S reminder: Structure is only one part of execution. Check whether systems, skills, staff, style and shared values support the strategy too.
6 · ASSUMPTIONS / EVIDENCE

Clay Tablets

These are the assumptions and reasons that should survive beyond a single task. Challenge them when evidence changes.

{% for x in clay %}

{{x.text}}

{% else %}

No assumptions captured yet. Add the assumptions that would cause the plan to fail if they are wrong.

{% endfor %}
7 · LEARNING LOG

Recent journal evidence

Use this to compare what the plan expected with what actually happened.

{% for x in journal %}
{{x.created_at}}

{{x.body}}

{% else %}

No journal entries yet. Record observations during execution.

{% endfor %}
8 · HANDBOOK DECISION CHECKS

Tips to consider before you approve the plan

These are not automatic conclusions. They are review questions derived from the Strategy Handbook so the final plan does not stop at the first framework or metric.

{% for t in final_tips %}
{{loop.index}}. {{t.title}}

{{t.tip}}

{% endfor %}
9 · FINAL GO / NOT-YET DECISION

{{'Execution-ready candidate' if readiness_pct==100 else 'Not final yet — finish the missing gates'}}

{% if readiness_pct==100 %}

All Wize readiness gates currently have supporting records. Before committing, read the handbook decision checks above and confirm the assumptions are still valid. Then execute tasks, journal what actually happens, and rerun the strategy cycle when conditions change.

{% else %}

Use the Readiness Gates at the top as the next-action list. Wize should not pretend the project plan is complete while key strategy, PERT, execution, communication or assumption records are still missing.

{% endif %}
Go to execution tasks →Challenge assumptionsRecord learning
{% endblock %}