feat: Implement Action Plan Optimization AI endpoint #135
Description
Overview
Implement AI-powered action plan optimization to help leaders refine and improve their action plans. This endpoint analyzes existing plans and suggests optimizations for better execution and outcomes.
Topic: Action Plan Optimization (\optimize_action_plan)
Current Registry Entry:
\\python
"POST:/operations/optimize-action-plan": EndpointDefinition(
endpoint_path="/operations/optimize-action-plan",
http_method="POST",
topic_id="optimize_action_plan",
response_model="OptimizedActionPlanResponse",
topic_type=TopicType.SINGLE_SHOT,
category=TopicCategory.OPERATIONS_AI,
description="Optimize action plan for better execution",
is_active=True, # Currently active but not in frontend specs
parameter_refs=(
_req("current_plan"),
_req("optimization_goals"),
),
)
\\
Note: This endpoint is marked active in the registry but was not included in the frontend integration specifications.
Use Case
- User has created an action plan (set of actions)
- AI analyzes the plan for gaps, inefficiencies, and optimization opportunities
- Returns optimized plan with recommendations
Expected Request
\\json
{
"current_plan": {
"goal": "Improve customer onboarding completion rate",
"actions": [
{
"title": "Create onboarding tutorial",
"description": "Build step-by-step guide",
"estimated_duration": 40,
"assigned_to": "Product Team",
"dependencies": []
},
{
"title": "Implement progress tracking",
"description": "Show users their onboarding progress",
"estimated_duration": 24,
"assigned_to": "Engineering",
"dependencies": ["Create onboarding tutorial"]
}
],
"timeline": "4 weeks",
"budget": 50000
},
"optimization_goals": ["reduce_timeline", "improve_effectiveness", "minimize_risk"]
}
\\
Expected Response
\\json
{
"original_plan_analysis": {
"strengths": ["Clear goal", "Logical action sequence"],
"gaps": ["No user feedback mechanism", "Missing metrics for success"],
"risks": ["Tutorial may not address real pain points", "No fallback if users still struggle"],
"estimated_success_probability": 0.65
},
"optimized_plan": {
"actions": [
{
"title": "Conduct user research on onboarding pain points",
"description": "Interview 10 churned customers to understand barriers",
"estimated_duration": 16,
"assigned_to": "Customer Success",
"priority": "critical",
"rationale": "Ensures tutorial addresses real issues",
"is_new": true
},
{
"title": "Create onboarding tutorial",
"description": "Build step-by-step guide based on research findings",
"estimated_duration": 40,
"assigned_to": "Product Team",
"priority": "high",
"dependencies": ["Conduct user research on onboarding pain points"],
"is_new": false,
"modifications": ["Added dependency on research", "Refined scope"]
},
{
"title": "Implement progress tracking",
"description": "Show users their onboarding progress with completion incentives",
"estimated_duration": 24,
"assigned_to": "Engineering",
"priority": "high",
"is_new": false,
"modifications": ["Added gamification element"]
},
{
"title": "Set up analytics dashboard",
"description": "Track completion rates, drop-off points, time-to-complete",
"estimated_duration": 8,
"assigned_to": "Engineering",
"priority": "medium",
"is_new": true,
"rationale": "Enables data-driven iteration"
}
],
"recommended_timeline": "5 weeks",
"success_metrics": [
"Onboarding completion rate increases to 80%",
"Time-to-first-value decreases by 30%",
"Support tickets from new users decrease by 50%"
]
},
"optimization_summary": {
"actions_added": 2,
"actions_modified": 2,
"actions_removed": 0,
"timeline_change": "+1 week",
"estimated_success_probability": 0.85,
"key_improvements": [
"Added user research to validate approach",
"Added analytics for continuous improvement",
"Included success metrics for accountability"
]
},
"risks_mitigated": [
"Research ensures tutorial addresses real problems",
"Analytics enable quick iteration if needed"
],
"execution_recommendations": [
"Start with research immediately - don't wait",
"Consider A/B testing tutorial vs. interactive walkthrough",
"Plan for iteration cycle after initial launch"
]
}
\\
Implementation Notes
- Should analyze action dependencies and sequencing
- Consider resource constraints and availability
- Integrate with goal alignment scoring
- May suggest parallelization opportunities
- Should identify missing actions and gaps
Dependencies
- Response model: OptimizedActionPlanResponse
- Action entity structure
- Goal integration for alignment
- Business context for constraints
Acceptance Criteria
- \POST /operations/optimize-action-plan\ accepts current plan and optimization goals
- Analyzes plan for gaps, risks, and inefficiencies
- Returns optimized plan with clear rationale for changes
- Provides success metrics and execution recommendations
- Unit tests with 80%+ coverage
Related Issues
- feat: Implement Root Cause Analysis AI endpoints (SWOT, Five Whys) #132 - Root Cause Analysis (SWOT, Five Whys)
- feat: Implement Issue Categorization AI endpoint #133 - Issue Categorization
- feat: Implement Impact Assessment AI endpoint #134 - Impact Assessment