Treat recommended work as advice, not orders

The system recommends; people decide. The plan is built from the diagnosis, the intake, and whatever evidence the workspace holds, and it cannot see a hire starting next month, a supplier problem, or a client's board meeting. Treating recommendations as orders hands the Prioritize step to the one party without that context, and the cost appears later as work nobody believed in and results nobody can explain. Your decisions are inputs too: the next plan reads your skip reasons.

Whenever a new or adapted draft appears, and whenever a recommendation surprises you.

• A draft or active plan. A new plan arrives as a draft, with a bar reading "Draft plan. Review, make active, or edit."
• Your primary target and Planning Focus, so each recommendation has something to be judged against.
• Your role. Owners and managers can make a plan active directly; an editor's activation is sent to an owner or manager as an approval request.

1. 1Start with the hero card ("This week's move", or "Your next move" on an open-ended plan). Press "Ask why this move" to question it in the Marketing Advisor before you commit time to it.
2. 2For each task, read why it matters and whether it carries "Recommended from your diagnosis", which means it is tied to a specific diagnosis finding you can check.
3. 3Test it against what the system cannot see: upcoming hires, seasonality, commitments already made, and your capacity (see Fit the plan to capacity and the growth model).
4. 4Decide task by task. Work it, skip it with a reason ("Not relevant", "Already doing it", or "I disagree"), or add your own with "Add task". Use "Ask about this task" for a second opinion; the advisor informs, and you decide.
5. 5When the draft as a whole is right, press "Use this plan". For an owner or manager, marking or skipping any task on a draft also makes it the active plan, so review before you start working it.
6. 6If the draft as a whole is wrong, do not work around it: press "Edit plan" and say what to change, or discard it (see Edit, reorder, skip, or discard a plan responsibly).
7. 7Treat the "Decision Inbox" the same way: "Nothing changes until you decide."

A plan that shows your decisions: tasks you are working, skipped tasks struck through with "Restore" available, custom tasks you added, and no draft bar once the plan is active.