Planning
CRITICAL: Do NOT use
EnterPlanModetool — it blocks Write/Edit/Task tools needed for plan creation. Use this skill's workflow instead. Planning is collaborative: Validate plan, ask user to confirm, surface decision questions with recommendations.
Create detailed technical implementation plans through research, codebase analysis, solution design, and comprehensive documentation.
When to Use
Use this skill when:
- •Planning new feature implementations
- •Architecting system designs
- •Evaluating technical approaches
- •Creating implementation roadmaps
- •Breaking down complex requirements
- •Assessing technical trade-offs
Core Responsibilities & Rules
Always honoring YAGNI, KISS, and DRY principles. Be honest, be brutal, straight to the point, and be concise.
1. Research & Analysis (Skip if: Provided with researcher reports)
When to skip: If provided with researcher reports, skip this phase.
Core Activities
Parallel Researcher Agents
- •Spawn multiple
researcheragents in parallel to investigate different approaches - •Wait for all researcher agents to report back before proceeding
- •Each researcher investigates a specific aspect or approach
Sequential Thinking
- •Use
sequential-thinkingskill for dynamic and reflective problem-solving - •Structured thinking process for complex analysis
- •Enables multi-step reasoning with revision capability
Documentation Research
- •Use
docs-seekerskill to read and understand documentation - •Research plugins, packages, and frameworks
- •Find latest technical documentation using llms.txt standard
GitHub Analysis
- •Use
ghcommand to read and analyze:- •GitHub Actions logs
- •Pull requests
- •Issues and discussions
- •Extract relevant technical context from GitHub resources
Remote Repository Analysis When given GitHub repository URL, generate fresh codebase summary:
# usage: repomix --remote <github-repo-url> # example: repomix --remote https://github.com/mrgoonie/human-mcp
Debugger Delegation
- •Delegate to
debuggeragent for root cause analysis - •Use when investigating complex issues or bugs
- •Debugger agent specializes in diagnostic tasks
Best Practices
- •Research breadth before depth
- •Document findings for synthesis phase
- •Identify multiple approaches for comparison
- •Consider edge cases during research
- •Note security implications early
2. Codebase Understanding (Skip if: Provided with scout reports)
When to skip: If provided with scout reports, skip this phase.
Core Activities
Parallel Scout Agents
- •Use
/scout:ext(preferred) or/scout(fallback) slash command to search the codebase for files needed to complete the task - •Each scout locates files needed for specific task aspects
- •Wait for all scout agents to report back before analysis
- •Efficient for finding relevant code across large codebases
Essential Documentation Review ALWAYS read these files first:
- •
./docs/development-rules.md(IMPORTANT)- •File Name Conventions
- •File Size Management
- •Development rules and best practices
- •Code quality standards
- •Security guidelines
- •
./docs/codebase-summary.md- •Project structure and current status
- •High-level architecture overview
- •Component relationships
- •
./docs/code-standards.md- •Coding conventions and standards
- •Language-specific patterns
- •Naming conventions
- •
./docs/design-guidelines.md(if exists)- •Design system guidelines
- •Branding and UI/UX conventions
- •Component library usage
Environment Analysis
- •Review development environment setup
- •Analyze dotenv files and configuration
- •Identify required dependencies
- •Understand build and deployment processes
Pattern Recognition
- •Study existing patterns in codebase
- •Identify conventions and architectural decisions
- •Note consistency in implementation approaches
- •Understand error handling patterns
Integration Planning
- •Identify how new features integrate with existing architecture
- •Map dependencies between components
- •Understand data flow and state management
- •Consider backward compatibility
Best Practices
- •Start with documentation before diving into code
- •Use scouts for targeted file discovery
- •Document patterns found for consistency
- •Note any inconsistencies or technical debt
- •Consider impact on existing features
3. Solution Design
Core Principles
- •YAGNI (You Aren't Gonna Need It) - Don't add functionality until necessary
- •KISS (Keep It Simple, Stupid) - Prefer simple solutions over complex ones
- •DRY (Don't Repeat Yourself) - Avoid code duplication
Design Activities
Technical Trade-off Analysis
- •Evaluate multiple approaches for each requirement
- •Compare pros and cons of different solutions
- •Consider short-term vs long-term implications
- •Balance complexity with maintainability
- •Assess development effort vs benefit
- •Recommend optimal solution based on current best practices
Security Assessment
- •Identify potential vulnerabilities during design phase
- •Consider authentication and authorization requirements
- •Assess data protection needs
- •Evaluate input validation requirements
- •Plan for secure configuration management
- •Address OWASP Top 10 concerns
- •Consider API security (rate limiting, CORS, etc.)
Performance & Scalability
- •Identify potential bottlenecks early
- •Consider database query optimization needs
- •Plan for caching strategies
- •Assess resource usage (memory, CPU, network)
- •Design for horizontal/vertical scaling
- •Plan for load distribution
- •Consider asynchronous processing where appropriate
Edge Cases & Failure Modes
- •Think through error scenarios
- •Plan for network failures
- •Consider partial failure handling
- •Design retry and fallback mechanisms
- •Plan for data consistency
- •Consider race conditions
- •Design for graceful degradation
Architecture Design
- •Create scalable system architectures
- •Design for maintainability
- •Plan component interactions
- •Design data flow
- •Consider microservices vs monolith trade-offs
- •Plan API contracts
- •Design state management
Best Practices
- •Document design decisions and rationale
- •Consider both technical and business requirements
- •Think through the entire user journey
- •Plan for monitoring and observability
- •Design with testing in mind
- •Consider deployment and rollback strategies
4. Plan Creation & Organization
Directory Structure
Plan Location
Use Plan dir: from ## Naming section injected by hooks. This is the full computed path.
Example: plans/251101-1505-authentication/ or ai_docs/feature/MRR-1453/
File Organization
{plan-dir}/ # From `Plan dir:` in ## Naming
├── research/
│ ├── researcher-XX-report.md
│ └── ...
├── reports/
│ ├── scout-report.md
│ ├── researcher-report.md
│ └── ...
├── plan.md # Overview access point
├── phase-01-setup-environment.md # Setup environment
├── phase-02-implement-database.md # Database models
├── phase-03-implement-api-endpoints.md # API endpoints
├── phase-04-implement-ui-components.md # UI components
├── phase-05-implement-authentication.md # Auth & authorization
├── phase-06-implement-profile.md # Profile page
└── phase-07-write-tests.md # Tests
Active Plan State Tracking
Check the ## Plan Context section injected by hooks:
- •"Plan: {path}" = Active plan - use for reports
- •"Suggested: {path}" = Branch-matched, hint only - do NOT auto-use
- •"Plan: none" = No active plan
Pre-Creation Check:
- •If "Plan:" shows a path → ask "Continue with existing plan? [Y/n]"
- •If "Suggested:" shows a path → inform user (hint only, do NOT auto-use)
- •If "Plan: none" → create new plan using naming from
## Namingsection
After Creating Plan:
# Update session state so subagents get the new plan context:
node .claude/scripts/set-active-plan.cjs {plan-dir}
Report Output Rules:
- •Use
Report:andPlan dir:from## Namingsection - •Active plans use plan-specific reports path
- •Suggested plans use default reports path to prevent old plan pollution
File Structure
Overview Plan (plan.md)
IMPORTANT: All plan.md files MUST include YAML frontmatter. See output standards (section 5) for schema.
Example plan.md structure:
--- title: "Feature Implementation Plan" description: "Add user authentication with OAuth2 support" status: pending priority: P1 effort: 8h issue: 123 branch: kai/feat/oauth-auth tags: [auth, backend, security] created: 2025-12-16 --- # Feature Implementation Plan ## Overview Brief description of what this plan accomplishes. ## Phases | # | Phase | Status | Effort | Link | | --- | -------------- | ------- | ------ | ------------------------------- | | 1 | Setup | Pending | 2h | [phase-01](./phase-01-setup.md) | | 2 | Implementation | Pending | 4h | [phase-02](./phase-02-impl.md) | | 3 | Testing | Pending | 2h | [phase-03](./phase-03-test.md) | ## Dependencies - List key dependencies here
Guidelines:
- •Keep generic and under 80 lines
- •List each phase with status/progress
- •Link to detailed phase files
- •Key dependencies
Phase Files (phase-XX-name.md)
Fully respect the ./docs/development-rules.md file.
Each phase file should contain:
- •Context Links - Links to related reports, files, documentation
- •Overview - Priority, current status, brief description
- •Key Insights - Important findings from research, critical considerations
- •Requirements - Functional and non-functional requirements
- •Architecture - System design, component interactions, data flow
- •Related Code Files - Files to modify, create, delete
- •Implementation Steps - Detailed, numbered steps with specific instructions
- •Todo List - Checkbox list for tracking
- •Success Criteria - Definition of done, validation methods
- •Risk Assessment - Potential issues, mitigation strategies
- •Security Considerations - Auth/authorization, data protection
- •Next Steps - Dependencies, follow-up tasks
5. Task Breakdown & Output Standards
Plan File Format
YAML Frontmatter (Required for plan.md)
All plan.md files MUST include YAML frontmatter at the top:
---
title: "{Brief plan title}"
description: "{One-sentence summary for card preview}"
status: pending # pending | in-progress | completed | cancelled
priority: P2 # P1 (High) | P2 (Medium) | P3 (Low)
effort: 4h # Estimated total effort
issue: 74 # GitHub issue number (if applicable)
branch: kai/feat/feature-name
tags: [frontend, api] # Category tags
created: 2025-12-16
---
Auto-Population Rules
When creating plans, auto-populate these fields:
- •title: Extract from task description
- •description: First sentence of Overview section
- •status: Always
pendingfor new plans - •priority: From user request or default
P2 - •effort: Sum of phase estimates
- •issue: Parse from branch name or context
- •branch: Current git branch (
git branch --show-current) - •tags: Infer from task keywords (e.g., frontend, backend, api, auth)
- •created: Today's date in YYYY-MM-DD format
Tag Vocabulary (Recommended)
Use these predefined tags for consistency:
- •Type:
feature,bugfix,refactor,docs,infra - •Domain:
frontend,backend,database,api,auth - •Scope:
critical,tech-debt,experimental
Task Breakdown
- •Transform complex requirements into manageable, actionable tasks
- •Each task independently executable with clear dependencies
- •Prioritize by dependencies, risk, business value
- •Eliminate ambiguity in instructions
- •Include specific file paths for all modifications
- •Provide clear acceptance criteria per task
File Management List affected files with:
- •Full paths (not relative)
- •Action type (modify/create/delete)
- •Brief change description
- •Dependencies on other changes
- •Fully respect the
./docs/development-rules.mdfile.
Workflow Process
- •Initial Analysis → Read docs, understand context
- •Research Phase → Spawn researchers in parallel, investigate approaches
- •Synthesis → Analyze reports, identify optimal solution
- •Design Phase → Create architecture, implementation design
- •Plan Documentation → Write comprehensive plan in Markdown
- •Review & Refine → Ensure completeness, clarity, actionability
Output Requirements
What Planners Do
- •Create plans ONLY (no implementation)
- •Provide plan file path and summary
- •Self-contained plans with necessary context
- •Code snippets/pseudocode when clarifying
- •Multiple options with trade-offs when appropriate
- •Fully respect the
./docs/development-rules.mdfile.
Writing Style IMPORTANT: Sacrifice grammar for concision
- •Focus clarity over eloquence
- •Use bullets and lists
- •Short sentences
- •Remove unnecessary words
- •Prioritize actionable info
Unresolved Questions IMPORTANT: List unresolved questions at end
- •Questions needing clarification
- •Technical decisions requiring input
- •Unknowns impacting implementation
- •Trade-offs requiring business decisions
Quality Standards
Thoroughness
- •Thorough and specific in research/planning
- •Consider edge cases, failure modes
- •Think through entire user journey
- •Document all assumptions
Maintainability
- •Consider long-term maintainability
- •Design for future modifications
- •Document decision rationale
- •Avoid over-engineering
- •Fully respect the
./docs/development-rules.mdfile.
Research Depth
- •When uncertain, research more
- •Multiple options with clear trade-offs
- •Validate against best practices
- •Consider industry standards
Security & Performance
- •Address all security concerns
- •Identify performance implications
- •Plan for scalability
- •Consider resource constraints
Implementability
- •Detailed enough for junior developers
- •Validate against existing patterns
- •Ensure codebase standards consistency
- •Provide clear examples
Remember: Plan quality determines implementation success. Be comprehensive, consider all solution aspects.
MANDATORY: Plan Collaboration Protocol (READ THIS)
- •Do NOT use
EnterPlanModetool — it blocks Write/Edit/Task tools needed to create plan files and launch subagents - •Do NOT start implementing — plan only, wait for user approval
- •ALWAYS validate: After plan creation, execute
/plan:reviewto validate the plan - •ALWAYS confirm: Ask user to review and approve the plan using
AskUserQuestionwith a recommendation - •ALWAYS surface decisions: Use
AskUserQuestionwith recommended options for key architectural/design decisions - •Planning = Collaboration: The plan is shaped by user input — never treat it as a unilateral output
- •Always plan and break many small todo tasks
- •Always add a final review todo task to review the works done at the end
- •Sacrifice grammar for concision. List unresolved questions at the end