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prerequisite-planning

Productivity
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Identify obstacles blocking direct achievement and design intermediate objectives to overcome each

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Strategy: Prerequisite Planning

Key Question: What obstacles are in the way?

Methodology

Theory of Constraints (TOC) Prerequisite Tree + Transition Tree:

  1. Prerequisite Tree (PRT) — identify obstacles preventing direct achievement of the objective
  2. Intermediate Objectives (IOs) — design actions that overcome each obstacle
  3. Transition Tree — sequence IOs into executable steps with cause-effect logic

Execution Flow

[Objective from experiment design]
    → obstacle-identification (PRT)
        → intermediate-objective-design (IOs for each obstacle)
            → [sequence IOs by dependency]
                → OUTPUT: ordered list of IOs with obstacle-IO mapping

Budget Gate

StepMax BudgetOutput
Obstacle identification10%Complete obstacle list
IO design10%IO for each obstacle

Key Decisions

  • If an obstacle cannot be overcome: escalate to experiment redesign (return to Campaign 3)
  • If multiple IOs address same obstacle: choose simplest (Occam's razor)
  • If IOs create new obstacles: recurse (but limit depth to 3 levels)

Integration with Critical Path

Obstacles identified here feed back into the critical path:

  • Each IO becomes an activity in the network
  • IO dependencies become edges in the activity graph
  • This ensures the plan accounts for real-world blockers, not just ideal-path tasks

Available Tactics

Optional, no fixed order; the final leaf is always a sop.

TacticWhen to use
task-decompositionOrchestrate the breakdown of experiment design into sequenced, estimated, and formatted task plan

Available SOPs

Optional, no fixed order; the final leaf is always a sop.

SOPWhen to use
intermediate-objective-designDesign intermediate objectives to overcome each identified obstacle
obstacle-identificationTOC Prerequisite Tree — list obstacles preventing direct achievement of the objective