Plan
End every quarter knowing
exactly what to do next.
Most planning cycles repeat the same mistakes because nobody captures what those mistakes actually were. Plan closes the DEEP AI loop — an AI-led retrospective that surfaces failures, extracts learnings, suggests revisions to current OKRs, and recommends the next quarter's goals from the data your organisation actually produced.
Step 4 — the closing and opening step of the DEEP AI Framework. Where this quarter's performance becomes the intelligence that shapes next quarter's goals.
Plan features
Not just what happened.
What to do differently next time.
Plan is where the DEEP AI loop completes — and immediately begins again. Every output from this stage feeds directly into the next Define cycle, carrying forward the intelligence your organisation has built through a quarter of real execution.
A structured quarter-end analysis that does the thinking, not just the counting.
At the end of each quarter, Worxmate's AI Retrospective analyses the full OKR cycle — what completed, what did not, check-in confidence trends, PCA cycle entries, task completion patterns and historical comparisons across previous quarters. It produces a structured output in four parts: Summary, Failures, Learnings and Recommendations. Each section is specific and evidenced, not generic and aspirational.
- Summary — completion rates, progress patterns and headline achievements with context
- Failures — missed KRs identified with root cause analysis — not just a list of what was not done
- Learnings — extracted from failures and PCA entries, attributed to OKR type, team and ownership patterns
- Cross-quarter pattern analysis — recurring failure types identified across multiple cycles
- Retrospective output available to the full team and to leaders simultaneously — one shared truth
Fix this quarter's OKRs before the quarter is over.
Retrospective analysis does not only run at quarter end. As failure patterns emerge mid-cycle through PCA entries and forecast data, Worxmate surfaces revision suggestions for the current quarter's OKRs — recommending target adjustments, measurement corrections and ownership changes that make the remaining weeks count. This is not about lowering the bar. It is about setting the right bar so the data from this quarter is genuinely useful when Plan runs at the end of it.
- Mid-cycle revision suggestions triggered by forecast drops and PCA failure patterns
- Target recalibration recommendations based on actual progress velocity, not original assumptions
- Measurement method corrections when KR metrics prove difficult to track accurately
- Ownership reassignment suggestions when accountability has drifted from the original assignment
- All revisions require leader approval — AI suggests, the team decides
Start next quarter with AI-drafted goals built from this quarter's evidence.
The most powerful output of the Plan stage is what it produces for the cycle ahead. Worxmate analyses the retrospective data — what succeeded, what failed, what the learnings suggest about organisational focus — and generates a draft OKR set for the next quarter. These recommendations are not generic. They are built from your organisation's specific performance history, strategic direction and the failure patterns the AI has identified across previous cycles.
- AI-generated Objectives and KRs for the next quarter from retrospective evidence
- Each recommended OKR is explained — the data pattern that produced it is shown alongside it
- Learnings from the current cycle are encoded into next-cycle KR targets and measurement methods
- Recommendations feed directly into OKR Studio for team review — Define begins immediately
- The DEEP AI loop closes here and opens again: Plan feeds Define, and the cycle continues
The DEEP AI loop — Plan closes the cycle and opens the next one
Plan's retrospective and next-quarter OKR recommendations feed directly into the next Define cycle through OKR Studio — so each quarter starts with intelligence from the last one, not from a blank page.
↻ Back to Define — with intelligence this time
Plan feeds your next-quarter recommendations directly into OKR Studio