Adapt & Agree — planning the work

Adapt & Agree (A) is where you decide how to do the work and agree who owns it. The flow runs from rough thinking to a committed plan.

1. Brainstorm in Notes

Use Notes to jot down everything that comes out of brainstorming sessions, discussions, and stakeholder priorities. Don't polish them — capture them. Notes are stored per phase and feed Sandai's suggestions, so the more you write here, the better its drafts of the artefacts below.

2. Shape units of work

Notes become achievable units of work. There are no rules about which to use — reach for whatever fits your process:

Experiments define a body of work that tests a risky assumption. That work might need supporting effort in Development, Marketing, or both.
Requirements Specs describe what to build — from a single requirement to many. Keep them workable-sized; a spec with thousands of requirements is hard to move.
Work Packages are singular, assignable tasks — the right size for one backlog item with one owner.

You might use all three, or just one. Your choice.

3. Build a Sprint Plan

A Sprint Plan is a backlog of items committed to a timeboxed goal. Add items manually, or pull in existing experiments, req specs and work packages. Give the plan a start and end date so it appears on the Run & Register calendar. For the full mechanics — owners, certification and the calendar — see Sprint Plans.

Owners and the plan

Every backlog item needs an owner — the person accountable and responsible for completing it. Owners must be project members.
The default owner of an item is whoever adds it.
When you Save & commit, any item left without an owner is removed from the plan.

Certification — a 2-step process

Assigning an owner is step one. The owner then certifies (step two) to become the certified owner:

Assign to me takes ownership immediately (no notification) — you still click Certify.
Assign to a member notifies them; they accept to certify.

A plan's % certified is just an indicator of how much of it has true ownership — 100% means every item has a certified owner. It's a measure, not a requirement (though an owner is required).

Once an item is certified it can't be reassigned. Only an admin or the certified owner can uncertify it to free it up. Assigning, certifying and uncertifying are all recorded in the Project Audit Log.