Keep your strategy plans close to the way your business actually works. Review them when priorities, customer needs, services, offers, capacity, or evidence change, and before starting work that depends on those decisions.
A useful review answers three questions: what changed, which saved decisions need updating, and what work needs to be checked as a result? You can make those updates yourself, one section at a time.
Start with the decision that changed
Open Assistant → Strategy → Plans, then open the relevant plan. The page shows your saved answers, its readiness status, and an Updated time when a saved plan is available. For the basic editing workflow, see Setting up your business strategy in Cedros.
Start with the plan that owns the decision. For example:
- Review Business Strategy when business priorities, resources, or constraints change.
- Review Customer Profiles when new evidence changes who you serve or how they decide to buy.
- Review Marketing Strategy when campaign priorities, approved offers, or channel roles change.
- Review the relevant service or content plan when delivery, support, editorial standards, or production capacity changes.
For an illustrative bicycle-repair business, reducing workshop capacity might change service availability, marketing promises, and the pace of content production. Record the actual capacity decision first, then check the plans and work that rely on it.
The Updated time tells you when the plan was saved. It does not mean every answer was checked on that date. Choose a review cadence that fits your business, and record the review owner and next check in the relevant review or planning answer. Dates written in a plan do not create reminders automatically.
Read readiness alongside the answers
The plan's status helps you find unfinished decisions:
- Not started: no answers have been captured yet.
- Needs decisions: essential decisions or required related plans still need attention.
- Ready to use: the essential decisions and prerequisite plans are addressed.
Use the count of essential decisions ready to see your progress. Read the answers themselves before treating the plan as current. Ready to use does not establish that a claim is true, an offer is still available, or the team still has the resources described.
A plan can remain ready after its real-world assumptions become outdated. For example, a saved answer naming an old service schedule still contains an answer. Update it when the schedule changes rather than waiting for a readiness warning.
Optional details can also remain unfinished while a plan is ready. Review any optional decision that matters to the work you are about to start. An essential-decision count is not a substitute for checking the brief, evidence, destinations, or permissions needed for that particular piece of work.
Where the page shows Related plans, check their statuses and use Open to review the source decisions. If all the current plan's essentials are addressed but its status is still Needs decisions, a required related plan may be incomplete. That related plan can itself depend on another plan.
Mark uncertainty and review suggestions honestly
Select Add details, Edit, or Review suggestions on the section you want to change. Each question has an Answer status control. Choose the state that matches what you actually know:
- Answer this question: enter or revise a decision you are prepared to use.
- Not known yet: record What needs to be learned, and the next step. Name the missing information, who will check it, and when you need the answer.
- Not applicable: explain Why this does not apply. Use this for a decision that does not belong in the plan, rather than for one you have not researched.
- Suggestion awaiting review: inspect the proposed answer, correct it where needed, and choose Accept reviewed answer only after reviewing it.
Select Save to store the section's changes. Editing a suggestion does not by itself accept it. A suggested or unknown essential answer remains unresolved; a not-applicable answer needs a reason before it counts as resolved.
For the workshop, an unconfirmed supplier turnaround time belongs under Not known yet, with a next step to check it. Do not leave the old estimate presented as a confirmed promise while waiting for a response.
Changing an existing answer to Not known yet or Not applicable can retain its earlier wording. If you later choose Answer this question, check any restored wording before saving it as current. Old text is not new evidence.
Keep assumptions clearly identified in your writing. A note such as “working assumption; owner to confirm next week” helps readers understand the uncertainty, but writing that sentence inside a confirmed answer does not change its answer status. Use the status control when the decision is unresolved.
When a plan supplies context to supported drafting workflows, suggested, unknown, and not-applicable answers are distinguished from approved facts. Still review the resulting work, especially where facts, offer terms, or customer commitments matter.
Save changes without losing shared work
Edit one section at a time and select Save before moving on. Cancel closes the section and discards its unsaved edits. If you try to leave while changes are pending, the prompt offers:
- Keep editing: return to the unsaved section.
- Exit without saving: discard the pending edits and leave.
- Save and exit: save the edits before continuing.
If the save fails, read the error and keep a copy of any wording you need to preserve. Do not assume the change was stored because you selected Save. After a successful save, review the displayed answer and its status.
If another person or the assistant has changed the shared plan since you opened it, Cedros can reject the stale save and offer Reload latest plan. Before reloading, copy your unsaved wording somewhere you can compare it. Reload the plan, read the newer decisions, then apply only the changes that still belong.
For example, another teammate may have corrected an offer while you were editing capacity. Compare both decisions before saving again; avoid replacing the newer offer with wording copied from your older view.
If the page is read-only, ask someone who can edit strategy plans to make or authorize the change. A read-only view still lets you review the saved decisions and identify what needs attention.
Review changes made through chat
If you want help thinking through a change, Discuss in chat prepares a plan-focused prompt. Review and send the message when you are ready. Optional assistant work uses your configured AI service; see Understanding AI usage and costs.
When the page shows Updated from chat, inspect the listed fields and their saved answers. Review the meaning, evidence, assumptions, and effect on related work. Check whether an answer is still a suggestion that needs acceptance.
If Restore previous is available for a field, it opens that field's section with the earlier wording ready for review. It does not save the restoration immediately. Read the restored answer, adjust it if necessary, then select Save to keep it or Cancel to discard the restoration.
Finish any current section edit before restoring another field. These previous-value controls help review changes tracked in the current Strategy session; they are not a complete version history or a promise that an earlier answer will always remain available. Keep a separate record of important decisions if you need a durable review history.
Opening a plan or seeing a change notice is not a substitute for accepting a suggested answer. Check the answer status and save the reviewed decision explicitly.
Check the plans and work that depend on the change
Use Related plans to inspect prerequisites, then review any other plans affected by the decision. The related-plan list is not a complete list of everything your change may affect.
For the workshop capacity example, check customer expectations, marketing promises, support replies, and the production rhythm in relevant content plans. Update each affected plan's own decisions rather than assuming that editing one plan rewrites the others.
Pay particular attention to reusable offers. If a price, eligibility rule, deadline, or restriction changes, compare the approved terms with the pages, messages, and briefs where that offer appears. Preserve the qualifications that make the offer accurate.
A plan update does not automatically revise existing drafts, published pages, sent messages, or scheduled work. Review affected items in their own workflows. For recurring work, check the routine's instructions, timing, inputs, and approval requirements; Testing and troubleshooting a routine explains the relevant checks.
Before continuing dependent work, confirm that it uses the intended decisions and that any real-world requirements still hold. A content plan can describe an account destination without proving account access, just as a service plan can describe a handoff without confirming someone is available to receive it.
Finish with a practical review
Before treating the update as complete:
- Confirm what changed and the evidence or decision behind it.
- Revise the affected answers, mark unknowns honestly, and accept only suggestions you have reviewed.
- Save each edited section and read back the saved wording and status.
- Check required related plans and any other plans, drafts, published material, or routines affected by the change.
- Record the responsible person and next review point where useful, then tell the people carrying out the work what they need to use.
Keep the review proportional to the change. A corrected link may need a small follow-up check; a new audience, offer, or capacity limit can affect several plans. The aim is a set of decisions your team can rely on when choosing and reviewing its next work.