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What to Expect from the Plan of Record Series

Sep 18, 2025

Thanks for subscribing to the Plan of Record series — I really appreciate your interest.

If you’re like me, you probably want to know what’s coming next. Here’s a quick preview.

I’ll be publishing a new post every Monday. Each one will take about 3–5 minutes to read and will (hopefully) deliver something useful and actionable.

This series will span 25–30 posts in total, covering:

The key symptoms of the problem — and the root causes behind them
How we discovered the need for an operational framework to prioritize R&D in SaaS
The five core elements of the Plan of Record (PoR) prioritization process
The four prerequisites that make a PoR process actually work
Best practices for managing the day-to-day reality of your PoR
Tricky situations — and some suggestions for navigating them

I’ll keep this post updated as new entries are published. If you’re joining midstream, this is the place to start.

Table of Contents:

The Prioritization Crisis in SaaS R&D - September 8, 2025

Introducing the Plan of Record (PoR) - September 15, 2025

When Priorities Collide: Diagnosing the Real Problem - September 22, 2025

Why We Needed a Prioritization Framework - September 29, 2025

The Five Elements of a Plan of Record (PoR) Prioritization Process - October 6, 2025

Start with Goals: Aligning R&D Work to Business Value - October 6, 2025

See All the Work - October 13, 2025

Understand your Capacity to Deliver - October 20, 2025

A Persistent but Not Permanent Plan of Record - October 27, 2025

Communicate (and Re-communicate) the Plan of Record - November 3, 2025