Published Plan
Purpose
Your Published Plan reflects your chosen go-to-market plan for a given time period.
Publishing acts as a designated source of truth, ensuring clarity & alignment for all users of a segment.
Publishing, then reconciling, a plan in perpetuity helps your brand stay up-to-date, and continually learn (and pivot) based on the freshest insights.
This workflow helps keep your workspace focused & tidy.
It also provides a quick view into the plan’s forecasted performance (investment & total revenue).
Planned Feature Expansions
Currently one Plan can be published at a time per segment. Planned enhancements include:
Scheduling multiple non-overlapping plans, for visibility further out in the planning cycle.
Tracking sales actuals against projections in flight.
Best Practices
Your Published Plan should reflect the plan that’s in market right now.
For example, if it’s the middle of your fiscal year, and your segment operates on an annual planning cycle, you’ll want to:
Publish your rest-of-year forecast and
Iterate on following-year plans/optimizations
Getting in the Flyweel
Especially early on in your integration of Keen, you may not have a plan sitting in the platform that perfectly represents what’s currently in market. That’s okay! This type of clarity and accountability is a new muscle you'll build. Consider:
What specific performance projections were taken to your leadership team for this year/quarter/month?
If not directly from Keen, where did those come from?
For here, you have a few choices:
Upload your in-market plan ( recommended)
Select the closest fit from your existing plans, or
Wait til your next model update cycle, then work backwards – learn more here.
If you’re grappling more broadly with how to align your Keen Platform usage with your existing planning & forecasting motions, check out our guidance here.
How-To
Publish any of your simulated plans using the 3-dot dropdown menu on the Plans homepage, or from within the Results Brief of your chosen Plan.
Switching the Published Plan
As business needs change, budgets are revised, or decisions are locked in for a new time period, easily update the published plan to ensure everyone is aligned on the current state.
Note: To publish a Plan, its associated parent model must be the designated Published Model.