Protocol 10 of 18Track, PlanningHow we plan

Frameworks, the inside of a smart plan

What separates an incredibly smart plan from average AI slop is what you put inside it: business and academic frameworks. You do not memorize them. You know they exist and point at them.

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Protocol 09Prompts are dead, the plan is the promptAll 18Protocol 11Multi-delegating, the build play run in parallel
Why this matters

The pain it
solves

Two founders run the same interview with the same PM agent. One gets a pipeline with four stages named after nothing. The other gets AIDA, with a conversion metric per stage and a dashboard that shows where leads die. Same model, same prompt. The difference is what was inside the plan.

The universities already wrote down the best thinking on revenue, talent, operations and innovation, and the model has read all of it. Prompt engineering was people describing, in their own words, things Harvard and Stanford already described properly. You do not need to memorize a single framework. You need to know they exist, and ask AI to teach you the one you need, when you need it.

The teaching

What this
actually is

Smart plan, average slop

Two founders run the same interview with the same PM agent. One gets a pipeline with four stages named after nothing, and a dashboard of counts. The other gets AIDA, with a conversion metric per stage, and a dashboard that shows exactly where leads die. Same model. Same prompt. The difference is what was inside the plan.

This is the thing nobody tells you about AI output: the model averages over everything it has read unless you point it somewhere specific. Point it at a framework and it stops averaging and starts applying.

You do not memorize them, you know they exist

The universities already wrote down the best thinking on how businesses grow, hire, operate and invent, and the model has read all of it. Your job is not to learn a hundred frameworks. Your job is to know they exist, so that when the interview asks what stages a lead moves through, you reach for AIDA instead of making something up.

  • Talent
    How you interview, onboard, develop, grow and exit people. Situational leadership, the nine-box grid, the employee lifecycle, psychological safety.
  • Revenue
    How you find, convert and keep customers. AIDA, STP, Jobs to Be Done, the Empathy Map, the Business Model Canvas, Porter's Five Forces.
  • Operations
    How the work gets done and measured. OKRs, SCQA, the Pre-Mortem, value stream mapping, the theory of constraints.
  • Innovation
    How you find the next thing. Design Thinking, the Lean Canvas, Blue Ocean, the innovator's dilemma, discovery-driven planning.

The master prompt pattern

One sentence, reused forever: I need to [task]. Teach me [Framework] from [University]. Ask it in the context of your business, not in the abstract. Read what comes back. Write down the one sentence you will use. That sentence goes into the interview, and from there into the plan, and from there into the build.

Then the plan names the framework. When docs/plans/build-1-plan.md says the pipeline follows AIDA, every agent that reads it builds a pipeline that follows AIDA, and the QA agent tests it against AIDA. The framework is not a slide you saw once. It is the vocabulary of the system.

The frameworks your CRM already is

You built these today. Name them and the plan gets sharper.

  • The pipeline is AIDA or STP
    Attention, interest, desire, action. Or segment, target, position. Either way the stages have names that mean something, and a conversion metric between each.
  • The interview is Jobs to Be Done
    What job is the customer hiring you for? Ask it that way and the inquiry types, the custom attributes and the nurture emails all write themselves.
  • The dashboard is OKRs
    Six numbers you would act on Monday are six key results. Name the objective above them and the dashboard becomes a plan, not a report.
  • The Definition of Done is a pre-mortem
    Imagine it shipped and failed. Why? Every answer becomes a line in the Definition of Done before the build starts.
Try it yourself10 minutes

Teach yourself one framework and bring it into the plan, in 10 minutes

Open the list at ai-officer.com/100-business-frameworks. You are about to run the planning interview (Protocol 09) for your real business. Pick the lens that matches your CRM: Revenue for most of you.

  1. Step 01
    Pick one framework

    From the Revenue lens, pick the one closest to the job your CRM does. Pipeline: AIDA or STP. Understanding leads: Jobs to Be Done or the Empathy Map. Not sure: the Business Model Canvas.

    100 business frameworks
  2. Step 02
    Ask AI to teach it

    In Claude: "I need to design the pipeline for my [business]. Teach me AIDA from Wharton, in the context of how my leads actually arrive." Read what comes back. Ask one follow-up.

  3. Step 03
    Write the one sentence

    One sentence you now believe about your pipeline that you did not have five minutes ago. "My leads stall between interest and desire because nobody follows up in week one."

  4. Step 04
    Bring it into the interview

    When the PM agent asks what stages an inquiry moves through, answer with the framework. Tell it: "Use AIDA. Name the stages that way and put a conversion metric between each."

  5. Step 05
    Check the plan names it

    Open Working Files/product-plan.md. The framework should be named in the pipeline section. If it is not, tell the PM agent to add it. Every agent downstream now builds to it.

Outcome

One framework taught to you by AI in the context of your own business, one sentence carried into the plan, and a plan that names its framework so every agent builds to it. You have felt the difference between a smart plan and average slop, and it took ten minutes.

Official resources

Straight from
the source

AI Officer Institutedoc
100 business frameworks, the full list
Harvard Business Reviewarticle
Jobs to Be Done, Clayton Christensen
Harvard Business Reviewarticle
Performing a project premortem, Gary Klein
What you walk out with

By the end of this
protocol

At the retreat

You learn it by
doing it

You pick one framework for your business, ask AI to teach it to you in the context of your CRM, and write the one sentence you will bring into the planning interview. Five minutes. The plan that follows is visibly better than the one you would have written without it.

Saigon, Jun 20See all 18 protocols
Connects to

Other protocols this
compounds with

Protocol 05
GitHub hygiene
Protocol 09
The plan is the prompt
Protocol 16
Harden the code
← Previous, Protocol 09
Prompts are dead, the plan is the prompt
Next, Protocol 11 →
Multi-delegating, the build play run in parallel