Plan to Build
Signal to outcome workflow
Follow customer evidence from ingestion through a measured product outcome.
- Audience
- product leaders, engineering leaders
- Required role
- Product and engineering leaders with Plan and Build access.
- Product access
- Plan and Build
- Navigation path
- Plan > Signals through Build > Work orders and Outcomes
Outcome
Move one customer need through evidence review, planning, execution, and outcome measurement.
Before you begin
- A connected signal source
- Plan and Build enabled
- A registered execution option for Build
Connect a signal
Connect a supported source or ingest signal records through the API. Preserve the source identifier, customer context, and link so every later decision remains traceable.
Review insights
Use the review queue to verify extracted needs, remove duplicates, and reject unsupported interpretation. Keep meaningful quotes and references attached.
Build a theme
Group related insights into a theme with a clear problem statement, affected accounts, and supporting evidence. A theme should describe the need before prescribing the feature.
Create a plan
Generate a plan from the theme, review scope and acceptance criteria, resolve open questions, and complete the plan before delivery.
Run the work
Create a work order from the completed plan. Choose the runner and policy, review gates, and keep a human approval step for consequential changes.
Measure the outcome
Link the shipped release to the intended outcome. Review customer and delivery signals after release, then feed the result back into the next planning decision.
Related guides
Signals, insights, and themes
Review source evidence, extract insights, and group recurring customer needs.
Create and review a product plan
Turn a validated theme into a scoped, source-cited plan ready for delivery.
Start a Build run from a plan
Create a work order, choose execution policy, and monitor a controlled Build run.
Build Runs
Learn about workflows, gates, approvals, and isolated cloud execution.