Q2 2026 Platform Plan
Status: Draft
Created: 2026-03-24
Updated: 2026-03-24
Team Lead: ________________
Executive Sponsor: ________________
Related: Executive Q2 Planning Operating Model
Quick Links:
1. Context & Problem Statement
Current State
- Platform team has 10+ initiatives in Linear spanning infrastructure, integrations, DevEx, and internal tooling
- Work serves both external product (The Forge) and internal automation (delivery, GTM, finance tools)
- Multiple parallel tracks: maintenance (KTLO), new features, integrations, infrastructure migration
Problem Statement
- Platform work is fragmented across many initiatives without clear Q2 priorities
- Internal tool delivery (for Finance, Operations, etc.) lacks consolidated planning
- DevEx and standards work competes with feature delivery for capacity
- No consolidated view of what Platform will deliver to each internal team in Q2
Goal
Deliver a reliable, scalable Platform surface in Q2 while shipping high-impact internal tools that unblock Finance, Operations, GTM, and Delivery—measured by adoption and time saved.
2. Connection to Broader Goals
Company Q2 Goals
- Support quantifiable metrics bet with reliable internal tooling
- Enable delivery scale through automation and standards
- Maintain The Forge stability while shipping client-facing improvements
Delivery Standards
- Weekly Platform standup with clear demo/ship cadence
- PRD-lite for net-new features; runbooks for ops changes
- Clear handoffs to Delivery and GTM with documentation
3. Work Phases
Phase 1: Q2 Foundation & Priorities (Weeks 1-2: Late March)
- Review all 10+ Platform initiatives and stack-rank Q2 priorities
- Define internal tool commitments for Finance, Operations, GTM, Delivery
- Align KTLO vs. feature work capacity split
- Confirm Platform team lead assignment
Phase 2: Core Delivery (Weeks 3-8: April–May)
- Execute Q2 2026 Platform Planning initiatives (from Linear)
- Deliver committed internal tools:
- Finance: spend tracking improvements
- Operations: PTO system (Linear or Google Calendar)
- GTM: sales enablement tooling
- Delivery: client automation (burn tracking, meeting context)
- Platform maintenance (KTLO): deploy health, dependency cleanup
Phase 3: Integration & Polish (Weeks 9-10: Late May)
- Internal tool adoption reviews with Finance, Operations, GTM, Delivery
- The Forge stability and performance review
- Document learnings for H2 planning
Phase 4: Ongoing (Weeks 11-13: June)
- Weekly Platform standup
- Monthly internal tool usage review with stakeholder teams
- Q2 metrics review and H2 planning kickoff
4. Success Metrics
| Metric | Before | Target (End of Q2) | Owner |
|---|---|---|---|
| Internal tool adoption (Finance/Ops/GTM) | TBD | >80% of target users | Platform lead |
| Platform deploy frequency | TBD | Daily | Platform lead |
| Critical incidents | TBD | <2 per month | Platform lead |
| KTLO vs. feature capacity split | Undefined | 30/70 | Platform lead |
| Stakeholder NPS (internal tools) | TBD | >7/10 | Platform lead |
5. Risks & Mitigations
| Risk | Mitigation | Owner |
|---|---|---|
| Internal tool requests exceed capacity | Ruthless prioritization; only committed tools in Q2 | Platform lead |
| Infrastructure migration disrupts delivery | Maintenance windows, rollback plans | Platform lead |
| DevEx work deprioritized | Protected 30% KTLO/DevEx capacity | Platform lead |
6. Open Questions
- What is the KTLO/feature capacity split for Q2? — Need leadership alignment
- Which internal teams get Platform tool commitment in Q2? — Stack-rank Finance, Operations, GTM, Delivery needs
- Who is the Platform team lead? — Assignment needed
7. Sign-offs
- Team Lead — Scope, outcomes, resourcing — [ ] Signed off? (Owner: ________________)
- Executive Sponsor — Alignment with company goals — [ ] Signed off? (Owner: ________________)
8. Related Resources
| Resource | Location | Description |
|---|---|---|
| Q2 2026 Platform Planning | Linear | Existing initiative with projects |
| Executive Q2 Planning Operating Model | knowledge/plans/planned/ | The standard this follows |
| Delivery Operating Model | apps/platform/public/delivery/ | How Platform serves Delivery |
Services to Other Teams
Platform delivers internal tools to other teams in Q2:
| Stakeholder | Tool/Service | Commitment | Tracking |
|---|---|---|---|
| Finance | Spend tracking dashboard | Q2 | This plan |
| Operations | PTO/leave tracking | Q2 | This plan |
| GTM | Sales enablement tooling | Q2 | This plan |
| Delivery | Client automation | Q2 | This plan |
Last updated: 2026-03-24