Version the plan

What it does

Writes a new version of the plan whenever the split changes, and holds the reason for the change, the figures behind it, the assumptions it rests on and what would reopen it.

Where it happens

The agent does this in three activities across two reference processes. Each one names the activity as that process words it.

• Amend the Media Plan
  • ref/mkt/reallocate-media-spend, activity 9 - Reallocate Media Spend
• Record What the Plan Rests On
  • ref/mkt/media-plan, activity 14 - Develop Media Plan
• Record Why the Money Moved
  • ref/mkt/reallocate-media-spend, activity 14 - Reallocate Media Spend

What to record

The plan at a numbered version, one row per line: the channel, the dates it runs, the weight it runs at, the audience it is bought against, and the money committed to it. Every earlier version stays readable at its own number, so a buy can be checked against the plan it was placed under. A change record for each version, saying which lines moved, by how much, why, and who approved it. A dated position saying what is committed, what has been placed, and what is still free, with the figures those came from. Every request for money the plan could not cover, with the amount asked for and the answer it got.

That contract covers every activity this abstract agent takes on, and it is repeated in com.agentcatalog.agent/RECORDS.md. What the abstract agent does not do is in com.agentcatalog.agent/NOT.md.