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0-planning skill

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This skill helps you plan and structure complex projects with actionable roadmaps, milestones, and clear ownership for technical and non-technical domains.

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SKILL.md
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---
name: planning
description: "Universal planning for technical and non-technical projects. Domains: software implementation, business, personal, creative, academic, events. Capabilities: feature planning, system architecture, goal setting, milestone planning, requirement breakdown, trade-off analysis, resource allocation, risk assessment. Actions: plan, architect, design, evaluate, breakdown, structure projects. Keywords: implementation plan, technical design, architecture, roadmap, project plan, strategy, goal setting, milestones, timeline, action plan, SMART goals, sprint planning, task breakdown, OKRs. Use when: planning features, designing architecture, creating roadmaps, setting goals, organizing projects, breaking down requirements."
---

# Planning

Universal planning methodology for technical implementation and general project planning.

## Mode Selection

| Project Type | Mode | Key Focus |
|--------------|------|-----------|
| **Software/Technical** | Implementation | Codebase analysis, architecture, code changes |
| **Business/Personal/Creative** | Project | Goals, milestones, resources, timeline |

---

## Technical Implementation Planning

**Use when:** Planning software features, system architecture, technical solutions

### Core Principles

Always honor **YAGNI**, **KISS**, and **DRY** principles.
**Be honest, be brutal, straight to the point, and be concise.**

### Workflow

1. **Research & Analysis** → `references/research-phase.md`
   - Skip if: Provided with researcher reports

2. **Codebase Understanding** → `references/codebase-understanding.md`
   - Skip if: Provided with scout reports

3. **Solution Design** → `references/solution-design.md`

4. **Plan Organization** → `references/plan-organization.md`

5. **Task Breakdown** → `references/output-standards.md`

### Output Structure

```
plans/
└── YYYYMMDD-HHmm-plan-name/
    ├── research/
    ├── reports/
    ├── scout/
    ├── plan.md
    └── phase-XX-*.md
```

### Requirements

- DO NOT implement code - only create plans
- Self-contained with necessary context
- Include code snippets/pseudocode when clarifying
- Provide options with trade-offs
- Detailed enough for junior developers

---

## Project Planning (Non-Technical)

**Use when:** Business, personal, creative, academic, event planning

### Domains

- **Business**: Product launches, marketing, process improvements
- **Personal**: Career development, learning, lifestyle changes
- **Creative**: Writing, art, content creation
- **Academic**: Research, thesis, study programs
- **Events**: Conferences, weddings, community events

### Plan Format

**Location:** `docs/plans/PLAN-YYYYMMDD-HHMM-{slug}.md`

**Frontmatter:**
```yaml
---
plan_id: PLAN-YYYYMMDD-HHMM-{slug}
title: [Project Name]
created: YYYY-MM-DD HH:MM
status: draft | active | completed | on_hold
category: business | personal | creative | academic | event
phase: planning | execution | monitoring | complete
priority: critical | high | medium | low
---
```

### Required Sections

1. **Vision & Objectives** - SMART goals, alignment
2. **Scope & Deliverables** - In/out of scope, acceptance criteria
3. **Action Steps** - Phased tasks with owners, durations
4. **Resources Required** - People, budget, materials, tools
5. **Timeline & Milestones** - Dates, checkpoints, Gantt
6. **Risks & Contingencies** - Mitigation, early warnings
7. **Success Metrics** - Measurable outcomes, completion criteria

### Quick Templates

- `references/business-plan-template.md`
- `references/personal-goal-template.md`
- `references/generic-plan-template.md`

---

## Pre-Planning Protocol

**ALWAYS execute before creating new plan:**

1. Check for active plan: `test -f docs/plan.md && cat docs/plan.md`
2. If exists: Ask user to continue or create new
3. If none: Proceed with new plan creation

---

## Quality Standards

### Technical Plans
- Consider long-term maintainability
- Address security and performance
- Validate against codebase patterns
- Research thoroughly when uncertain

### Project Plans
- All 7 sections present
- Each step has owner and deadline
- Resources are realistic
- Risks have contingencies
- Metrics are SMART

### Both Types
- Be thorough and specific
- Simple, understandable structure
- Action-oriented
- Clear next steps

---

## References

### Technical Implementation
- `references/research-phase.md` - Research methodology
- `references/codebase-understanding.md` - Codebase analysis
- `references/solution-design.md` - Architecture patterns
- `references/plan-organization.md` - Plan structure
- `references/output-standards.md` - Task breakdown standards

### Project Templates
- `references/business-plan-template.md`
- `references/personal-goal-template.md`
- `references/generic-plan-template.md`

---

**Plan quality determines implementation success. Be comprehensive.**

Overview

This skill provides a universal planning methodology for technical and non-technical projects, covering software implementation, business, personal, creative, academic, and event domains. It produces clear, actionable plans and roadmaps with milestones, risks, resource allocation, and measurable success criteria. The approach balances pragmatic engineering principles (YAGNI, KISS, DRY) with structured project planning practices like SMART goals and phased task breakdowns.

How this skill works

Select a mode (Implementation for technical work or Project for business/personal/creative tasks) and run a guided workflow: research, context and codebase understanding (for technical), solution design, plan organization, and task breakdown. Outputs are self-contained plan documents with vision, scope, deliverables, phased action steps, owners, timelines, risks, contingencies, and success metrics. Technical plans include architecture options, trade-offs, and pseudocode; non-technical plans follow a frontmatter-driven template with milestones and resource lists.

When to use it

  • Designing software features, system architecture, or implementation roadmaps
  • Creating product launches, marketing plans, or business process improvements
  • Structuring personal goals, career plans, or learning programs
  • Planning creative projects like books, portfolios, or content schedules
  • Organizing events, conferences, or academic research and theses

Best practices

  • Run the pre-planning protocol: check for existing active plans before creating a new one
  • Be concise and honest; favor clear next steps and owners over vague goals
  • Include alternatives and trade-offs for technical decisions with explicit pros/cons
  • Specify measurable success metrics and acceptance criteria using SMART language
  • Assign owners and deadlines for every major step and list realistic resource needs

Example use cases

  • Produce a feature implementation plan with architecture diagrams, code snippets, and phased tasks for junior engineers
  • Create a product launch roadmap with milestones, marketing activities, budget, and success metrics
  • Draft a personal learning plan with weekly milestones, required resources, and progress checkpoints
  • Plan an academic thesis: define scope, methodology, timeline, required materials, and risk mitigations
  • Organize a conference: vendor list, venue logistics, schedule, contingency plans, and KPIs

FAQ

Do you implement code or execute tasks?

No. The skill produces plans, designs, and structured outputs only. It includes code snippets or pseudocode for clarification but does not write production code or run tasks.

How detailed are technical plans?

Technical plans are detailed enough for junior developers to execute: include architecture options, trade-offs, step-by-step tasks, and references for further research.