Docs/patterns/planner pattern/enterprise notes

Planner Pattern — Enterprise Notes

Pattern: Planner
Component: enterprise-notes.md
Version: 1.1 | Updated: 2026-07-16


Audit trail

The approved plan is the primary oversight artifact for AI-assisted implementation. Store it with the change record (PR / change ticket), versioned, with approver identity.

Regulated environments

In financial services, healthcare, and similar regimes:

  • Approver identity via SSO / change-management system, not free-text name only
  • Retention aligned to the claim period and jurisdiction (not a fixed arbitrary day count)
  • Material deviations require the same approval class as the original plan

Scale

At 100+ engineers, planning quality predicts delivery velocity more than raw coding speed. Invest in plan templates, reviewer training, and hooks — not only in coder agents.

Governance mapping

Concern Plan section that evidences it
Human oversight before AI coding Approval footer
Change blast radius File list + Mermaid diagram
Recoverability Rollback plan
Security review trigger Security considerations + risk flags
Separation of duties Planner ≠ approver ≠ deployer where policy requires

Anti-claim

Passing internal plan review is not external certification, legal compliance, or a substitute for domain-regulated change boards where those boards already exist. Map the plan into those boards; do not replace them with a markdown file.