Think of the Planner as the as the white-boarding tool you use to create the model of your situation, with the caveat that it employs a structured database system behind the scenes to support the collection, curation, and analysis of the underlying network of information.

You might want to skip this modeling step; however, 10 years of experience has shown us that this process increases your understanding of your challenge and even illuminates areas of implicit knowledge that hadn’t ever been brought to light.


Planner Features

Element Types and Connections

Your model will consist of concepts you care about, or Element Types, and how those concepts are connected, or Connections. When creating your model, connect two concepts that are important to you with a connection. 

Nothing prevents you from connecting an Element Type to itself, or from making multiple connections between Element Types.

Your model may have similarities to the model demonstrated here or it might be very different. It will be specific to the real-world problem you are tackling and will have Element Types and Connections that may be very different.

One last important note

This workflow requires that you understand the difference between your plan and your result: The Planner sets the rules of your model, or Schema, and it can produce a very complex result.

Each instance of a Person or a Project can have multiple connections so a simple model:

can produce a result that looks like:

and which holds a lot of information about People:

and about Projects: