Home Lifecycle Plan Time
SECTION II - PHASE 1

Lifecycle Governance: Plan Time

Strategic planning and portfolio management ensure AI agents align with business objectives from the outset. Plan Time governance prevents misaligned investments and uncontrolled agent proliferation.

8 Control Objectives
Strategic Alignment
Portfolio Management

Control Objectives

PLN-01

Strategic Alignment Verification

Ensure every AI agent initiative is explicitly linked to strategic business objectives and initiatives, preventing resource investment in misaligned projects.

Primary Risk Addressed

Agents misaligned with business objectives

Key Metric

% agents linked to strategic initiatives

PLN-02

Portfolio Rationalization

Identify and consolidate redundant or overlapping agent capabilities across the enterprise to optimize resource utilization and reduce maintenance burden.

Primary Risk Addressed

Redundant or overlapping agents

Key Metric

Number of duplicate capabilities identified

PLN-03

Demand Intake Standardization

Establish a formal intake process for all new agent requests to prevent uncontrolled proliferation and ensure proper evaluation before development begins.

Primary Risk Addressed

Uncontrolled agent proliferation

Key Metric

% requests through formal intake process

PLN-04

Investment Governance

Implement rigorous evaluation of capital allocation to agent initiatives, including ROI projections and post-implementation validation.

Primary Risk Addressed

Poor capital allocation to agent initiatives

Key Metric

ROI projection accuracy vs. actuals

PLN-05

Dependency Mapping Completeness

Document all dependencies between agents and other systems to prevent cascade failures and enable impact analysis for changes.

Primary Risk Addressed

Cascade failures from unknown dependencies

Key Metric

% agents with documented dependencies

PLN-06

Agent Catalog Completeness

Maintain a comprehensive registry of all production agents to eliminate shadow agents operating outside governance oversight.

Primary Risk Addressed

Shadow agents unknown to governance

Key Metric

% production agents registered in catalog

PLN-07

Retirement Planning

Define sunset criteria for all agents at inception to prevent legacy agent accumulation and ensure orderly decommissioning.

Primary Risk Addressed

Legacy agent accumulation

Key Metric

% agents with defined sunset criteria

PLN-08

Strategic Risk Assessment

Conduct comprehensive risk assessments for agentic strategy including vendor lock-in, technology obsolescence, and organizational readiness.

Primary Risk Addressed

Unidentified risks in agentic strategy

Key Metric

Risk assessment completion rate

Quick Reference

ID Objective Primary Risk Addressed Key Metric
PLN-01 Strategic Alignment Verification Agents misaligned with business objectives % agents linked to strategic initiatives
PLN-02 Portfolio Rationalization Redundant or overlapping agents Number of duplicate capabilities identified
PLN-03 Demand Intake Standardization Uncontrolled agent proliferation % requests through formal intake process
PLN-04 Investment Governance Poor capital allocation to agent initiatives ROI projection accuracy vs. actuals
PLN-05 Dependency Mapping Completeness Cascade failures from unknown dependencies % agents with documented dependencies
PLN-06 Agent Catalog Completeness Shadow agents unknown to governance % production agents registered in catalog
PLN-07 Retirement Planning Legacy agent accumulation % agents with defined sunset criteria
PLN-08 Strategic Risk Assessment Unidentified risks in agentic strategy Risk assessment completion rate