Annual Planning: References and Origins
Status Markers
- ✅ Checked: the cited local material was read for the specific design principle used here.
- ⚠️ Partially checked: some material was read; the stated check remains.
- ❌ Not checked: proposed reading or validation still to do.
Reading and Validation Queue
- ✅ Read the related dose-finding strategy’s specification and specimen for decision ownership, evidence timing and team agreement.
- ❌ Try the annual worksheet on a real project and have the decision owner check whether its options, dates and proposed work describe the real choice.
- ❌ Review the first use with Andy: did it change a priority, expose an assumption or identify a useful contribution?
Sources
Andy’s Project Brief
✅ Supplied in this conversation. The organizing questions are the decisions due in the next year, the existing data that will inform them, and the additional data to generate. The request also asks for a broad project view and places to contribute through modeling or critical thinking.
TCE Dose-Finding Strategy, Local Project
✅ Specification and specimen read. Working specification and specimen page.
The annual template adopts the separation of decision and evidence dates, the current working position, an accountable decision owner and the distinction between team agreement and evidence. Its broader project and contribution questions are additions for this request. No clinical assertions or invented specimen results from that project are carried forward.
Proposed Additions
The switching criterion, opportunity view across projects and first-use review are proposed working practices. They have not been validated as a planning method. No external literature review was needed for this initial template.