Strategy: Prerequisite Planning
Key Question: What obstacles are in the way?
Methodology
Theory of Constraints (TOC) Prerequisite Tree + Transition Tree:
- Prerequisite Tree (PRT) — identify obstacles preventing direct achievement of the objective
- Intermediate Objectives (IOs) — design actions that overcome each obstacle
- Transition Tree — sequence IOs into executable steps with cause-effect logic
Execution Flow
[Objective from experiment design]
→ obstacle-identification (PRT)
→ intermediate-objective-design (IOs for each obstacle)
→ [sequence IOs by dependency]
→ OUTPUT: ordered list of IOs with obstacle-IO mapping
Budget Gate
| Step | Max Budget | Output |
|---|---|---|
| Obstacle identification | 10% | Complete obstacle list |
| IO design | 10% | IO for each obstacle |
Key Decisions
- If an obstacle cannot be overcome: escalate to experiment redesign (return to Campaign 3)
- If multiple IOs address same obstacle: choose simplest (Occam's razor)
- If IOs create new obstacles: recurse (but limit depth to 3 levels)
Integration with Critical Path
Obstacles identified here feed back into the critical path:
- Each IO becomes an activity in the network
- IO dependencies become edges in the activity graph
- This ensures the plan accounts for real-world blockers, not just ideal-path tasks
Available Tactics
Optional, no fixed order; the final leaf is always a sop.
| Tactic | When to use |
|---|---|
| task-decomposition | Orchestrate the breakdown of experiment design into sequenced, estimated, and formatted task plan |
Available SOPs
Optional, no fixed order; the final leaf is always a sop.
| SOP | When to use |
|---|---|
| intermediate-objective-design | Design intermediate objectives to overcome each identified obstacle |
| obstacle-identification | TOC Prerequisite Tree — list obstacles preventing direct achievement of the objective |