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Planned vs. Deferred Improvements

"Planned" is a new status in 2.0. It is very similar to "Deferred" status. However, we found based on our research among our customers that users typically push back an active OI for two distinct reasons. These reasons formed the basis of these two different statuses:

    1. The "Planned" status is used when a new Improvement has been evaluated and selected to be implemented at a later date. Who will work on it and when it will be worked on have not yet been determined.

    2. You may choose to defer an Improvement if it has been evaluated by your leadership, but no decision has yet been made as to whether or not implement it. This status allows you to return to it at a later date and reevaluate it.


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