Maybe the rule should not say "planning to connect 200 organizations" but rather "will connect x devices within the next 2 years". X has to be negotiated. Or, instead of devices, networks. But these are much more useful numbers. As well for some ISPs (which only 5-20 customers, but these are big) as for other organizations, which in the end connect more end-users then most ISPs.
In addition to a plan to connect x devices, the applicant should also be able to demonstrate that they currently have at least y devices connected to their network. This existing network does not have to be an IPv4 network, i.e. it could be GSM or some other technology. The point is that the applicant is a real network operator today with a real network and they are migrating to IPv6 technology in some way. Maybe the number y should be the same as (or similar to) the minimum size of a PI allocation. And maybe x should be the same. --Michael Dillon