How It Works

From programme update to governed weekly close-out.

PlanSure turns the latest six-week programme outlook into a controlled weekly process for reviewing readiness, assigning ownership, progressing required actions and preserving the final outcome.

The authoritative master programme remains outside PlanSure and continues to be managed by the planning team.

Weekly process sequenceSix stages
  • Programme input01
  • Six-week outlook02
  • Governance review03
  • Action execution04
  • Controlled close-out05
  • Permanent record06
Governance WeekExecution
  • Governance Week stateExecution
  • Required actionsOpen
  • Weekly PlanLocked
Six-week outlookReadiness
  • Weeks 1–2 · Committed
  • Weeks 3–4 · Preparing
  • Weeks 5–6 · Upcoming

The weekly process

One repeatable governance cycle from input to outcome.

Each Governance Week follows the same controlled sequence. Programme information is reviewed, readiness is challenged, required actions are owned and the cycle remains open until the agreed governance conditions are satisfied.

  1. 01

    Programme input

    The planner uploads the latest text-based PDF export of the authoritative master programme.

  2. 02

    Six-week outlook

    PlanSure creates an immutable Programme Version and identifies the activities within the current six-week governance horizon.

  3. 03

    Governance review

    The project team reviews upcoming activities, tests readiness, examines evidence and agrees the actions required to support delivery.

  4. 04

    Action execution

    Named owners progress required and optional actions against defined close-out dates.

  5. 05

    Controlled close-out

    Required actions must reach a recorded outcome before the Governance Week becomes Close-Out Eligible.

  6. 06

    Permanent record

    The cycle is closed, locked and preserved with its programme version, actions, decisions, evidence and outputs.

01 / 02Programme input and outlook

Begin with the current authoritative programme.

The planner uploads the latest text-based PDF export of the master programme. PlanSure creates a fixed Programme Version for the Governance Week and arranges the extracted activities across the six-week readiness horizon.

  • Latest text-based PDF programme export
  • Immutable Programme Version created
  • Relevant activities extracted and confirmed by the planner
  • Master programme remains authoritative

PlanSure does not edit, optimise or replace the master programme.

Programme uploadGovernance Week input
  • SourceText-based PDF
  • Uploaded byPlanner
  • Programme VersionImmutable
  • Governance horizonSix weeks
  • Extraction statusAwaiting confirmation / ConfirmedPlanner

Structure only — no schedule editing, cost or contract data.

Six-week readiness horizon

Readiness horizonSix-week project outlook
  1. Weeks 1–2Committed

    Immediate delivery activities expected to have required actions closed.

  2. Weeks 3–4Preparing

    Readiness requirements, permits, isolations, RAMS and other constraints are actively being resolved.

  3. Weeks 5–6Upcoming

    Upcoming activities are reviewed early enough to identify long-lead constraints, design approvals, temporary works, surveys and resource requirements.

Immediate commitments are separated from work that still requires preparation or intervention.

03Governance review

Challenge readiness before commitments become delivery problems.

During the Governance Week, the project team reviews upcoming activities, tests assumptions, assesses the evidence supporting each position and decides what must happen next.

Readiness

Is the activity genuinely ready?

Evidence

What supports the current position?

Decision

What action, owner or intervention is required?

Governance review — upcoming activitiesReadiness and evidence
  • Ductwork installation — Level 2Evidence: access sequence confirmedCommitted
  • Riser isolation worksEvidence: permit request referencePreparing
  • Facade bracket surveyEvidence: none recordedChallenged
  • Temporary works to plant deckEvidence: design review referencePreparing

The team reviews and records the supporting evidence for each position.

04Accountable action

Every required action has an owner and a close-out date.

Required actions are the default. They remain visible until completed or formally force-closed. Optional actions can be recorded for non-gating follow-up without preventing the controlled weekly outputs.

Required actions

  • Default action type
  • Named owner required
  • Close-out date required
  • Closure note required
  • Must reach an outcome before close-out
  • Gates controlled weekly outputs

Optional actions

  • Used for non-gating follow-up
  • Owner and date may still be recorded
  • Tracked without blocking the Weekly Plan
  • Preserved within the governance record
Example PlanSure action register
ActionTypeOwnerClose-out dateStatus
Confirm approved design release — Level 2 ductworkRequiredDesign LeadSetOpen
Obtain riser isolation permitRequiredConstruction ManagerSetOpen
Confirm delivery access and set-downRequiredPlannerSetClosed
Complete facade bracket surveyRequiredPackage ManagerSetOpen
Allocate additional installation resourceOptionalConstruction ManagerRecordedOpen

05Action execution

The cycle stays open while accountable actions are progressed.

Owners progress actions during execution. Open required actions remain visible, close-out dates remain attached and the platform enforces the lifecycle: invalid transitions are rejected, overlapping Governance Weeks are prevented and closed weeks cannot be reopened.

  1. Uploaded

    State reached

    Programme received and awaiting confirmation.

  2. Meeting Open

    State reached

    Governance review active and actions being created.

  3. Execution

    Current state

    Owners progress required actions.

  4. Close-Out Eligible

    Not yet reached

    Governance conditions satisfied and outputs available.

  5. Closed

    Not yet reached

    Week locked, preserved and read-only.

01

Ownership stays visible

Every required action remains linked to its named owner and close-out date.

02

Transitions are enforced

State changes are validated by the platform, and cycles cannot overlap.

03

Outcomes must be recorded

Actions cannot silently disappear when the next meeting begins.

06Controlled close-out

Outputs are released only when governance conditions are satisfied.

The Weekly Plan cannot be generated while required actions remain open. Once all required actions have reached an outcome, the Governance Week can become Close-Out Eligible and its controlled outputs can be released.

  1. 01

    Required actions reach an outcome

    Every gating action has reached a recorded outcome through completion or formal force-closure.

  2. 02

    Close-Out Eligible

    The platform confirms the governance conditions.

  3. 03

    Weekly Plan and Planner To-Do available

    Controlled outputs are released for the week.

  4. 04

    Governance Week closed

    The record becomes locked, preserved and read-only.

No draft Weekly Plan exports are available before Close-Out Eligible.

07Outputs

Turn governance into controlled weekly outputs.

Weekly Plan

The Weekly Plan contains only Green activities with zero open required actions, ensuring that immediate commitments have passed the agreed governance conditions.

Weekly PlanReleased at close-out
  • Ductwork installation — Level 2Committed
  • Riser fixings — Core BCommitted
  • Plant deck set-downCommitted

Green activities only · Zero open required actions

Planner To-Do

The Planner To-Do records the actions and programme updates that must be reflected in the authoritative master programme after weekly close-out.

Planner To-Do export structure
Activity referenceProgramme updateOwner
Ductwork — Level 2Sequence confirmedPlanner
Riser isolationConstraint recordedPlanner
Facade surveyInstruction requiredPlanner

Spreadsheet-style export structure — illustrative only.

The planner remains responsible for updating the authoritative master programme outside PlanSure.

08Governance record

Every week leaves a permanent governance record.

Programme versions, activities, actions, owners, dates, closure notes, decisions, evidence references and controlled outputs remain linked to the Governance Week in which they were created.

  • 01Immutable Programme Version
  • 02Append-only audit history
  • 03Retained action outcomes
  • 04Read-only closed weeks
  • 05Evidence references
  • 06Controlled outputs

Nothing silently disappears when the next Governance Week begins.

In summary

One governance cycle. Repeated every week, on every project.

PlanSure does not replace the programme, the planner or professional judgement. It provides the structure that keeps the weekly cycle consistent: the same input, the same review, the same accountability and the same permanent record.

  • 01

    The programme stays authoritative

    PlanSure reads it; the planning team continues to own it.

  • 02

    Readiness is evidenced

    Positions are challenged and supported, not assumed.

  • 03

    Actions are accountable

    Required actions carry an owner, a date and a recorded outcome.

  • 04

    Outputs are controlled

    Weekly Plan and Planner To-Do are released only at close-out.

10Responsibilities

Clear responsibility throughout the weekly cycle.

01

Planner

Uploads the programme, confirms extraction, opens the Governance Week, creates and assigns actions, generates controlled outputs and closes the cycle.

02

Project leadership

Challenges readiness, reviews evidence, confirms decisions and ensures accountable actions reach an outcome.

03

Administrator

Manages projects and users, reviews audit history and accesses closed-week records without altering them.

See the complete Governance Week in action.

Explore how PlanSure connects programme information, evidence-based readiness, accountable actions, controlled outputs and permanent governance history.

Governance that lasts longer than the meeting.