Replanning

Replan without breaking the day

7 min read

An absence or urgent request causes a chain reaction. Limit the impact with priorities, a frozen horizon and one shared change process.

First decide what must not move

Mark time-critical care, journeys already underway, essential skills and appointments the client cannot move. Add a frozen horizon: visits within, for example, sixty minutes only change for genuine need. This stops a local solution from repeatedly creating new communication and uncertainty.

Compare complete options

Do not only find a free worker for the uncovered visit. Calculate their new travel, finish time, break and impact on existing clients. Compare two or three complete options and show which rule each option pressures. The planner chooses with the chain reaction visible.

Close the change loop

Use draft, confirmation and publication as separate states. Only after confirmation do affected workers and clients receive the relevant change, with time and reason. Keep who decided and which version was replaced. Nobody then has to reconcile chat messages with an outdated route sheet.

Apply these ideas to your planning

Test one route or working day in a bounded product discovery.

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