Set the planning focus and the success contract

Prioritize is where a diagnosis full of findings becomes one bet. The Planning Focus records that bet, so the plan sequences tasks around it instead of spreading effort across every weak signal. The task-level success contract does the same job at the smallest scale: a task with a metric, a source, and a window can be judged in Measure, while a task without one produces activity nobody can defend when the budget is reviewed.

When the work feels scattered across unrelated channels, or before you rebuild a plan.

• A primary target in the TARGETS panel (see Name the outcome first).
• A diagnosis you have read, so you can name the constraint that matters most (see Run and Read a Diagnosis).
• Credits, if you change the focus: rebuilding runs through "Edit plan", whose confirm button shows the cost.

1. 1Open the Marketing Plan. An active focus shows as a "Planning Focus" card above the plan; no card means the plan was built without one.
2. 2To set or change the focus, press "Edit plan", then "Set a Planning Focus" (or "Change focus" when one already exists).
3. 3Give it a "Title", pick the "Objective" that names the bottleneck (for example "Turn more visitors into customers" or "Keep existing customers coming back"), and describe success under "How will we know this worked?". Put budget caps, capacity, and blackout dates under "Constraints".
4. 4Save with "Use this focus". The current plan stays as it is until you confirm "Edit plan".
5. 5In this week's task list, expand "How we'll know it worked" on each task and read the chips: Target, Metric, Source, and Window. The window is how long the result is tracked after the work ships.
6. 6Tasks without that section are completion-only (relational, research, and setup work). Their proof is the finished work itself, which is correct, not a gap. See Choose a metric that matches the task.
7. 7If a measured task's contract does not connect to the primary target, use "Ask about this task" or skip it with a reason.

A "Planning Focus" card naming one objective, and measured tasks whose "How we'll know it worked" section names a metric, a source (such as Google Analytics or Manual entry), and a window. Tasks tied to a specific diagnosis finding carry "Recommended from your diagnosis". Completion-only tasks show no measurement section.