Strategic Plan/Roadmap

Detects populated internal strategic plans, product/technology roadmaps and business cases: the plan/roadmap/business-case phrase combined with document-control fields, dated roadmap milestones or financial targets. Public strategy statements and phrase-only mentions stay discovery-only.

Type

regex

Engine

boost_regex

Confidence

medium

Confidence justification

Enforce tiers require populated document-control, milestone or financial structure; published strategy statements and consultation pages stay at 65 and 85 additionally needs a confidentiality marker. Medium-low signal: strategy content has no fixed format, and public-sector strategic plans with version tables can reach 75.

Jurisdictions

global

Regulations

Information Privacy Act 2009 (Qld), Privacy Act 1988 (Cth)

Frameworks

ISO 27001, NIST CSF, PCI-DSS

Data categories

intellectual-property, business

Scope

narrow

Risk rating

5

Platform compatibility

Purview: Compatible, GCP DLP: Compatible, Macie: Compatible, Zscaler: Compatible, Palo Alto: Degraded, Netskope: Unsupported

Pattern

(?i)\b(?:strategic\s+(?:plan|planning|initiative)|(?:3|5|three|five)[\s-]?year\s+plan|(?:product|technical|engineering|technology)\s+roadmap|roadmap\s+document|business\s+case|case\s+for\s+change|project\s+(?:initiation|charter))\b

Corroborative evidence keywords

confidential, restricted, internal only, not for distribution, limited distribution, EMBARGOED, DRAFT - NOT FOR CIRCULATION, FOR AUTHORIZED RECIPIENTS ONLY, FOR AUTHORISED RECIPIENTS ONLY, DO NOT DISTRIBUTE

Proximity: 300 characters

Should match

• CONFIDENTIAL - NOT FOR DISTRIBUTION Product roadmap FY27 Owner: Alex Moreau, Chief Product Officer Q1 FY27: Launch instant payouts in New Zealand Q3 FY27: Retire legacy merchant portal Investment: $4,800,000 capex approved by the executive committee. — Confidential roadmap - owner, dated milestones and investment (85)
• Strategic plan 2026-2029 (draft) Prepared by: Strategy and Performance Unit Circulated to the executive leadership team for comment. — Draft plan with a single document-control field (75)
• Business case and project charter for five-year plan — Phrase-only mention (65 discovery)

Should not match

• Our published strategic plan sets five strategic objectives for 2026-2030. Have your say on the draft through community consultation until 30 November. — Published strategic plan consultation page
• STRATEGIC PLAN Prepared by: __________ Version: ____ Q1: __________ Investment: $__________ — Blank plan form - placeholder values
• The retailer's five-year plan, outlined to analysts on Thursday, targets 20% online sales growth, a news report said. — News item
• A strategic location near the highway — Unrelated strategic wording
• Plan your holiday itinerary — Unrelated plan wording

Known false positives

• Published strategic plans, annual reports and consultation pages. Mitigation: Public framing is excluded and 85 requires an internal-distribution marker; populated public plans can still reach 75.
• Generic project documents using business case language. Mitigation: Business-case phrasing alone is discovery-only; enforce tiers need populated structure.

References

• ASX Listing Rules and guidance notes (continuous disclosure of market-sensitive plans)