The Pull Plan Coach is an AI teammate on a project. Once a week it checks the schedule and posts a check-in card in the project's Comments: which promises were kept last week, what's due this week, and what could get in the way. It never changes anything itself; people answer it in a click.

Switch it on

  1. Open the project's Overview and find the Agents card. You need to run the project (an owner, admin or the project's admin).
  2. Click Set it up…, pick the day and time it runs (your time zone) and how many weeks ahead it looks.
  3. Click Switch on. Click Run now to see a check-in straight away.

What it posts

  • Last week's promises kept, as a number and a percent, with the trend over earlier weeks.
  • The promises that weren't kept, @mentioning each Responsible person to ask what got in the way. They see it in their Inbox and by email.
  • What's due this week, by person, and anything with nobody responsible.
  • Open RAIDD actions, issues and dependencies that could block the next few weeks.
  • Every promise and RAIDD item on the card is a chip: click it to open it. Read as text shows the coach's note.

Answer it: why did it slip?

  1. Under each missed promise, click the reason: Waiting on information, Waiting on a decision, Design change and so on. That's saved straight away.
  2. Give it a New date if you know one, and a short note, then Save. The task's due date moves on the schedule.
  3. If something needs chasing, click Log in RAIDD. It adds a RAIDD item (a Decision, Dependency or Issue, to suit the reason), linked to the task, so it shows up as a blocker until it's closed.
  4. Picked the wrong one? Click Change.
  • Over the weeks the reasons add up to Why promises slip, on the check-in and on the Agents card. Fix the reason at the top, not the people.
  • The coach doesn't ask again about a miss someone already explained, and it points out a reason that keeps coming back.
  • Anyone on the project can give a reason, guests included. Only whoever gave it, or runs the project, can change it.

Good to know

  • A promise is a task with nothing under it, with a Responsible person and a due date. The Timeline is the easiest place to set these up; see Run the session.
  • It runs with the access of the person who switched it on, and only posts comments.
  • If AI is off for your firm, it still posts the same facts, written plainly.
  • Its check-ins have an AI agent tag. Read it on the Agents card jumps to each one.
  • Switch off on the card stops it; its earlier check-ins stay in Comments.