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+# PlanExe Report Section Filtering for Parameter Extraction
+
+## Purpose
+
+This document describes which sections of a PlanExe HTML/Markdown report are worth sending to a parameter-extraction LLM for Monte Carlo / napkin-math modelling, and which sections can usually be removed to save tokens.
+
+The goal is not to summarize the full plan. The goal is to preserve the parts that contain:
+
+- explicit numeric values
+- important assumptions
+- uncertainty drivers
+- capacity constraints
+- budget and funding gates
+- risks and shocks
+- missing data
+- viability thresholds
+- quantities that should become model inputs, bounds, or calculations
+
+A full PlanExe report contains many sections that are useful for humans but weak for quantitative modelling. Feeding the entire report wastes tokens and can distract the extractor.
+
+---
+
+## Recommended default: do not feed the full report
+
+For parameter extraction, use a filtered modelling view instead of the full HTML.
+
+Recommended modelling digest:
+
+1. Goal and top-level constraints
+2. Explicit numeric values
+3. Assumptions and ranges
+4. Critical decisions and trade-offs
+5. Risks, shocks, and failure paths
+6. Missing data / evidence needed
+7. Staffing and capacity, only when relevant
+8. Schedule gates, only when relevant
+
+---
+
+## Section classification
+
+| Section | Default action | Parameter value | Notes |
+|---|---:|---:|---|
+| Executive Summary | Keep | High | Dense source of budget, deadline, contingency, success criteria, and top risks. |
+| Project Plan | Keep | Very high | Often the best general-purpose source for SMART targets, dependencies, resources, risks, compliance, and mitigation. |
+| Strategic Decisions | Keep, but compress | High | Good for identifying critical levers and uncertainty drivers, but verbose. |
+| Assumptions | Keep | Very high | Usually the strongest source for model inputs, ranges, uncertainty, and Monte Carlo variables. |
+| Review Plan | Keep or compress | High | Good for identifying validation questions, fragile assumptions, and gates. |
+| Premortem | Keep or compress | High | Strong source of downside scenarios, shocks, and failure paths. |
+| Expert Criticism | Keep or compress | High | Often identifies hidden assumptions, missing denominators, and weak claims. |
+| Data Collection | Keep | High | Excellent source for `missing_values_to_estimate` and estimation methods. |
+| Team | Conditional | Medium to high | Keep when staffing, FTE, capacity, shifts, or accountability affect viability. |
+| Scenarios | Conditional | Medium | Useful for low/base/high framing, but often narrative-heavy. |
+| SWOT Analysis | Conditional | Low to medium | Useful for qualitative risk discovery, weak for direct numeric extraction. |
+| Initial Prompt Vetted | Conditional | Medium | Useful as original constraints/source-of-truth, but can duplicate summary/plan. |
+| Governance | Usually omit | Low to medium | Keep only when governance/compliance failure is central to the model. |
+| Work Breakdown Structure | Usually omit | Low | Very noisy unless doing schedule/resource simulation. |
+| Questions & Answers | Usually omit | Low | Often duplicates other sections. Keep only if it contains unique clarifications. |
+| Self Audit | Usually omit | Low to medium | Can contain useful critique but usually duplicates Review/Premortem/Expert Criticism. |
+| Pitch | Omit | Low | Persuasive duplicate; high risk of narrative bias and repeated numbers. |
+| Documents to Create and Find | Omit | Low | Describes artifacts, not plan viability parameters. |
+| Related Resources | Omit from extraction | Low | May be useful later for bounds research, not first-pass extraction. |
+| Prompt Adherence | Omit | Low | Meta-evaluation, not modelling data. |
+| Gantt Interactive | Omit | Very low | Mostly UI and schedule visualization scaffolding. |
+| Execute Plan | Omit | Very low | Action/acknowledgement content, not modelling data. |
+
+---
+
+## Sections to keep
+
+### Executive Summary
+
+Keep by default.
+
+This section is usually compact and high-value. It often contains the plan's main quantitative anchors:
+
+- total budget
+- launch deadline
+- contingency reserve
+- top-level revenue or outcome mix
+- key success criteria
+- top risks
+- strategic framing
+- major go/no-go claims
+
+For extraction, this section helps the model understand what the plan claims must be true.
+
+Typical extracted parameters:
+
+```text
+total_budget
+deadline
+contingency_fraction
+target_revenue_mix
+conversion_target
+success_threshold
+critical_risk
+```
+
+---
+
+### Project Plan
+
+Keep by default.
+
+This is usually the strongest general-purpose section for parameter extraction. It tends to include:
+
+- SMART criteria
+- dependencies
+- resources required
+- risk assessment
+- mitigation plans
+- regulatory/compliance requirements
+- operational constraints
+- capacity assumptions
+- deadline gates
+
+Typical extracted parameters:
+
+```text
+operational_readiness_date
+staffing_count
+budget
+resource_buffer
+regulatory_deadline
+minimum_viable_rate
+failure_mitigation_cost
+required_capacity
+```
+
+This section is especially important because it often connects numbers to viability claims.
+
+---
+
+### Strategic Decisions
+
+Keep, but compress.
+
+This section is valuable because it identifies the parameters that matter most. It is also usually verbose and repetitive.
+
+Keep:
+
+- decision title
+- core decision
+- why it matters
+- strategic choices
+- trade-off / risk
+- justification
+
+Usually drop or compress:
+
+- long synergy/conflict prose
+- repeated narrative framing
+- broad persuasion
+- duplicate descriptions
+
+Typical extracted parameters:
+
+```text
+critical_lever
+tradeoff_variable
+risk_driver
+scenario_axis
+uncertain_assumption
+capacity_constraint
+```
+
+Strategic Decisions is often better for identifying *what should be modelled* than for extracting clean numeric values.
+
+---
+
+### Assumptions
+
+Keep by default.
+
+This is often the highest-density modelling section.
+
+It is likely to contain:
+
+- explicit assumptions
+- uncertainty ranges
+- low/base/high candidates
+- cost assumptions
+- demand assumptions
+- conversion assumptions
+- operational assumptions
+- risk assumptions
+
+Typical extracted parameters:
+
+```text
+unit_cost
+conversion_rate
+demand_fraction
+material_buffer
+utilization_rate
+risk_probability
+shock_cost
+baseline_cost
+```
+
+If token budget is tight, prioritize this section over narrative-heavy sections.
+
+---
+
+### Review Plan
+
+Keep or compress.
+
+This section is useful because it often names what must be checked before the plan can be trusted.
+
+Good source for:
+
+- validation questions
+- fragile assumptions
+- unproven demand claims
+- missing evidence
+- pass/fail criteria
+- stress-test targets
+- modelling blind spots
+
+Typical extracted parameters:
+
+```text
+gate_threshold
+validation_metric
+minimum_required_margin
+required_utilization
+unvalidated_assumption
+critical_dependency
+```
+
+Review Plan helps the extractor distinguish decorative numbers from important modelling gates.
+
+---
+
+### Premortem
+
+Keep or compress.
+
+This is one of the best sections for downside modelling.
+
+Good source for:
+
+- failure paths
+- compound risks
+- shock scenarios
+- contingency depletion paths
+- operational collapse modes
+- downside bounds
+
+Typical extracted parameters:
+
+```text
+shock_cost
+failure_probability
+contingency_drawdown
+demand_shortfall
+capacity_failure
+delay_cost
+```
+
+This section is especially useful when the simulation should challenge the plan rather than merely reproduce its optimistic assumptions.
+
+---
+
+### Expert Criticism
+
+Keep or compress.
+
+This section often identifies hidden assumptions more directly than the plan itself.
+
+Good source for:
+
+- missing denominators
+- unrealistic assumptions
+- weak risk controls
+- unmodelled cost drivers
+- underestimated staffing burden
+- regulatory/compliance uncertainty
+- fragile revenue assumptions
+
+Typical extracted parameters:
+
+```text
+missing_denominator
+required_capacity
+unmodelled_cost
+failure_threshold
+risk_multiplier
+uncertain_rate
+```
+
+If the extractor has trouble finding the “real” model drivers, this section is often more useful than the pitch or governance sections.
+
+---
+
+### Data Collection
+
+Keep by default.
+
+This is especially useful for generating `missing_values_to_estimate`.
+
+Good source for:
+
+- what evidence is missing
+- how to estimate missing values
+- what external data is required
+- which values need validation
+- which assumptions need bounds
+
+Typical extracted parameters:
+
+```text
+missing_conversion_rate
+missing_cost_per_unit
+missing_utilization_rate
+missing_capacity_denominator
+missing_baseline_risk
+suggested_estimation_method
+```
+
+This section helps the pipeline produce better bounds and avoids pretending that unknowns are known.
+
+---
+
+## Conditional sections
+
+### Team
+
+Use when staffing matters.
+
+Keep this section when the plan depends on:
+
+- staffing capacity
+- FTE assumptions
+- shift coverage
+- redundancy
+- instructor/operator availability
+- role-specific throughput
+- personnel cost
+- accountability structure
+
+Omit or compress when staffing is not central to viability.
+
+Typical extracted parameters:
+
+```text
+fte_count
+hours_per_week
+coverage_ratio
+staffing_capacity
+required_staffing
+labor_cost
+```
+
+---
+
+### Scenarios
+
+Use when scenario framing is needed.
+
+This section can help identify low/base/high cases, but it is often narrative-heavy.
+
+Keep if:
+
+- the scenarios contain explicit numbers
+- the plan uses scenarios as decision gates
+- the simulation needs scenario axes
+- the scenario descriptions reveal important failure modes
+
+Omit if it only restates the plan in optimistic/base/pessimistic prose.
+
+---
+
+### SWOT Analysis
+
+Usually low numeric value.
+
+Keep only when the pipeline needs qualitative risk discovery or when other risk sections are missing.
+
+SWOT is useful for identifying:
+
+- broad risk categories
+- opportunities
+- external constraints
+- qualitative weaknesses
+
+But it rarely contains the clean inputs needed for Monte Carlo.
+
+---
+
+### Initial Prompt Vetted
+
+Use as source-of-truth context when needed.
+
+This section can help detect whether the generated plan drifted from the original user request.
+
+Keep if:
+
+- the report may have invented assumptions
+- the original prompt contains hard constraints
+- the generated plan has conflicting goals
+- you need to preserve user intent
+
+Otherwise it often duplicates the Executive Summary and Project Plan.
+
+---
+
+### Governance
+
+Usually omit.
+
+Keep only when governance/compliance is a central source of cost, delay, risk, or failure.
+
+For most financial or operational simulations, governance sections are long and low-density. Important compliance parameters are usually repeated more cleanly in:
+
+- Project Plan
+- Review Plan
+- Premortem
+- Expert Criticism
+
+---
+
+### Work Breakdown Structure
+
+Usually omit.
+
+This section is often very noisy for parameter extraction.
+
+It may contain:
+
+- task IDs
+- hierarchy levels
+- task names
+- sequencing details
+- repeated dates
+- implementation prose
+
+Keep only when the model is specifically about:
+
+- schedule simulation
+- resource allocation
+- critical path
+- task-level cost estimation
+- delivery risk
+
+For first-pass viability Monte Carlo, omit.
+
+---
+
+### Questions & Answers
+
+Usually omit.
+
+Keep only if it contains unique clarifications that are not present elsewhere.
+
+Otherwise it tends to repeat the plan in conversational form and adds token cost without many new parameters.
+
+---
+
+### Self Audit
+
+Usually omit.
+
+This can be useful as an extra critique pass, but it often duplicates:
+
+- Review Plan
+- Premortem
+- Expert Criticism
+
+Keep only if those sections are absent or weak.
+
+---
+
+## Sections to omit by default
+
+### Pitch
+
+Omit.
+
+The pitch is persuasive narrative. It often repeats values from the Executive Summary and Project Plan, but with stronger rhetorical framing.
+
+Risk of including it:
+
+- duplicates numbers
+- reinforces overconfident claims
+- wastes tokens
+- increases narrative bias
+
+If the pitch contains a unique number, it should usually be captured elsewhere too.
+
+---
+
+### Documents to Create and Find
+
+Omit.
+
+This section describes supporting artifacts, not plan viability.
+
+It is useful for project execution but weak for Monte Carlo parameter extraction.
+
+Keep only if the model explicitly includes documentation workload, compliance-document production, or research effort.
+
+---
+
+### Related Resources
+
+Omit from first-pass extraction.
+
+This section may be useful later for bounds research or external validation, but it usually does not contain plan-native parameters.
+
+Do not include it in the main extraction prompt unless the report itself lacks enough context.
+
+---
+
+### Prompt Adherence
+
+Omit.
+
+This is meta-evaluation of whether the generated plan followed the prompt. It is rarely useful for quantitative modelling.
+
+---
+
+### Gantt Interactive
+
+Omit.
+
+This section is mostly UI, script, styles, and visualization scaffolding.
+
+It is not a good source of modelling parameters.
+
+If schedule modelling is needed, use a clean task table or extracted schedule data instead of the interactive HTML block.
+
+---
+
+### Execute Plan
+
+Omit.
+
+This section normally contains execution buttons, placeholders, or action acknowledgements. It is not useful for parameter extraction.
+
+---
+
+## Recommended extraction profiles
+
+### General viability Monte Carlo
+
+Use:
+
+```text
+Executive Summary
+Project Plan
+Strategic Decisions, compressed
+Assumptions
+Review Plan
+Premortem
+Expert Criticism
+Data Collection
+Team, if staffing/capacity matters
+```
+
+Omit:
+
+```text
+Pitch
+Gantt Interactive
+Execute Plan
+Prompt Adherence
+Documents to Create and Find
+Related Resources
+Work Breakdown Structure
+Questions & Answers
+Governance, unless compliance is central
+Self Audit, unless critique sections are weak
+```
+
+---
+
+### Commercial / small-business plan
+
+Prioritize:
+
+```text
+Executive Summary
+Project Plan
+Assumptions
+Strategic Decisions
+Review Plan
+Premortem
+Expert Criticism
+Data Collection
+Team, if labor capacity matters
+```
+
+Look for:
+
+```text
+budget
+fixed_cost
+variable_cost
+unit_revenue
+conversion_rate
+capacity
+utilization
+gross_margin
+break_even_volume
+contingency
+funding_gate
+demand_shortfall
+shock_cost
+```
+
+Usually omit:
+
+```text
+Pitch
+Governance
+Documents to Create and Find
+Related Resources
+Gantt Interactive
+Prompt Adherence
+Execute Plan
+```
+
+---
+
+### Public-health / resilience / nonprofit plan
+
+Prioritize:
+
+```text
+Executive Summary
+Project Plan
+Assumptions
+Data Collection
+Review Plan
+Premortem
+Expert Criticism
+Team, if response capacity matters
+Scenarios, if response levels matter
+```
+
+Look for:
+
+```text
+target_population
+people_reached
+people_protected
+coverage_rate
+baseline_risk
+intervention_effectiveness
+capacity
+cost_per_person
+avoided_harm
+funding_gate
+surge_cost
+runway
+```
+
+Usually omit:
+
+```text
+Pitch
+Documents to Create and Find
+Related Resources
+Prompt Adherence
+Execute Plan
+Gantt Interactive
+```
+
+---
+
+### Schedule / delivery-risk simulation
+
+Prioritize:
+
+```text
+Project Plan
+Dependencies
+Work Breakdown Structure
+Gantt / task data, if available in clean structured form
+Team
+Risk Assessment
+Review Plan
+Premortem
+```
+
+Look for:
+
+```text
+task_duration
+dependency
+critical_path
+resource_constraint
+staffing_capacity
+deadline
+delay_cost
+approval_gate
+procurement_lead_time
+```
+
+Unlike financial viability modelling, this profile may need Work Breakdown Structure or Gantt-derived data.
+
+---
+
+## Practical preprocessing recommendation
+
+Instead of sending raw HTML, convert the report into a compact modelling digest.
+
+Suggested digest structure:
+
+```text
+# Modelling Digest
+
+## Goal and constraints
+- ...
+
+## Explicit numeric values
+- ...
+
+## Assumptions and ranges
+- ...
+
+## Critical decisions and trade-offs
+- ...
+
+## Risks and shocks
+- ...
+
+## Missing data and evidence needed
+- ...
+
+## Capacity and staffing, if relevant
+- ...
+
+## Schedule and gate constraints, if relevant
+- ...
+```
+
+This gives the parameter extractor cleaner signal and fewer distractors.
+
+---
+
+## Token-saving rules
+
+Use these rules before sending content to the parameter extractor:
+
+1. Remove HTML, CSS, JavaScript, UI controls, and Gantt rendering code.
+2. Remove persuasive sections unless they contain unique numeric values.
+3. Remove duplicate restatements of the same budget, date, or KPI.
+4. Compress Strategic Decisions to decision title, core decision, why it matters, choices, and trade-off.
+5. Keep critique and premortem sections because they expose failure modes.
+6. Keep assumptions and data-collection sections because they expose inputs and missing values.
+7. Omit sections that describe documents, resources, governance mechanics, or prompt adherence unless directly relevant to the model.
+8. Prefer sections that contain formulas, thresholds, denominators, bounds, rates, quantities, capacities, or shock costs.
+9. Prefer sections that explain why a number matters over sections that merely repeat the number.
+10. For first-pass modelling, prioritize viability gates over implementation detail.
+
+---
+
+## Summary recommendation
+
+For most PlanExe reports, the default extraction bundle should be:
+
+```text
+Executive Summary
+Project Plan
+Strategic Decisions, compressed
+Assumptions
+Review Plan
+Premortem
+Expert Criticism
+Data Collection
+```
+
+Add conditionally:
+
+```text
+Team
+Scenarios
+Initial Prompt Vetted
+SWOT Analysis
+Work Breakdown Structure, only for schedule simulation
+Governance, only for compliance-heavy models
+```
+
+Omit by default:
+
+```text
+Pitch
+Gantt Interactive
+Execute Plan
+Prompt Adherence
+Documents to Create and Find
+Related Resources
+Questions & Answers
+Self Audit
+```
+
+The main principle:
+
+> Feed the extractor sections that contain assumptions, gates, risks, denominators, and missing evidence. Drop sections that mainly contain persuasion, UI, documentation planning, or duplicate narrative.