# Engagement sequencing and territory plan
> Who to see, in what order, and which trip it belongs to.
Source: https://www.visfo.health/projects/engagement-sequencing-territory-plan
Tags: Sprint

_Who to see, in what order, and which trip it belongs to._

We turn priorities into a workable plan across geography and time, sequencing engagement around referral networks, congress dates and travel reality rather than a flat priority list.

## What it is

A sequenced plan per territory: order of engagement, the reason for the order, and how each visit fits with congresses, referral relationships and the practicalities of getting there.

For teams whose target lists are sound in theory but unworkable in a calendar, and where sequencing effects are ignored entirely.

## How we run it

1. **Frame** — Establish territories, field capacity, congress calendar and the fixed points the year must plan around.

2. **Ingest** — Take the profiled universe, need map and referral relationships as the input geography.

3. **Synthesise** — Sequence engagement so influence flows in a sensible order and travel is realistic, then load-balance across the field team.

4. **Deliver** — Ship the territory plan, the sequencing rationale and a quarterly cadence the MSL team can run to.

## What you get

- Territory plan with sequenced engagement and stated rationale

- Referral-aware ordering rather than a flat priority ranking

- Congress and event anchoring across the year

- Capacity check against realistic field time

- Quarterly review cadence and re-planning trigger