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Adaptive Planning
Bidirectional Planning in Practice: A Real-World Example with 4 Hierarchy Levels
A walkthrough of how a 2,000-person organization uses Profit.co to set top-down targets, collect bottom-up plans, reconcile the gaps, and…
Bastin Gerald
When a Child Plan Changes, Should the Parent Know? Designing Escalation Rules for Plan Modifications
If a team modifies its plan, the aggregated parent view shifts. But does the director need a notification, a review…
Bastin Gerald
Cross-Functional Plan Alignment: Synchronizing Plans Across Departments That Share KRs
When Marketing and Sales share a pipeline KR, their individual plans must add up. Here’s how Profit.co keeps cross-functional plans…
Bastin Gerald
The Mid-Quarter Recalibration Meeting: A Ritual for Hierarchical Plan Health
A structured meeting format for reviewing plan alignment across levels — surfacing bottom-up signals, reconciling with top-down targets, and making…
Bastin Gerald
Plan Distribution Patterns: Equal Split, Weighted, Proportional, and Custom Allocation
When distributing a parent plan to child KRs, the allocation method matters. Equal split, capacity-weighted, historical-proportional, and custom — when…
Bastin Gerald
The Complete Guide to Hierarchical Adaptive Planning in Profit.co
How to set up top-down distribution, enable bottom-up aggregation, configure propagation rules, and manage plan modifications across your entire OKR…
Bastin Gerald
Protecting Plan Integrity: How Baseline and Target Safeguards Prevent Silent Data Corruption
What happens when someone changes a KR’s target without updating the plan? And how Profit.co’s reconciliation system prevents the most…
Bastin Gerald
What a Global Telecom Giant Taught Us About Enterprise Plan Modification at Scale
How a Fortune 500 telecommunications equipment manufacturer manages plan modifications across 4 market areas, 100+ teams, and thousands of Key…
Bastin Gerald
From Spreadsheet to Profit.co: Migrating 100+ KR Plans Without Manual Entry
A migration guide for operations teams moving existing plan data from Excel, Google Sheets, or another OKR tool into Profit.co…
Bastin Gerald
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