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Guide Level 08

Strategy → Plan Flow

The 3-tier planning model (Strategy → Roadmap → Detail Plan) added in v1.6.1. Scale from a single plan to a full strategy system with zero configuration — everything is detected via filesystem conventions.

Strategy → Plan Flow (v1.6.1)

v1.6.1 adds a 3-tier planning model to 4 workflows (/docs, /plan, /open, /end). In v1.6.3, this model is managed by the Central Gate architecture, where all tiers are strictly enabled via fields in project.md rather than filesystem probing.


The 3-Tier Model

┌─────────────────────────────────────────────────────────────┐
│ Tier 1: docs/strategy/          WHY + WHAT  (opt-in)       │
│         ├── strategy.md          Overall strategy           │
│         └── strategy-*.md        Branch-specific strategy   │
├─────────────────────────────────────────────────────────────┤
│ Tier 2: plans/*-roadmap.md      HOW (overview)  (opt-in)   │
│         Living index — phases → links to detail plans       │
│         Never archived, never set as active_plan            │
├─────────────────────────────────────────────────────────────┤
│ Tier 3: plans/*.md              HOW (detail)   (always)    │
│         Task-level phases — IS active_plan                  │
│         Archived to plans/done/ when complete               │
└─────────────────────────────────────────────────────────────┘

Use as many tiers as your project needs:

Project SizeTier 1 (Strategy)Tier 2 (Roadmap)Tier 3 (Detail)
Small (1-2 features)1 plan
Medium (CLI, app)optionalmultiple plans
Ecosystem (meta)per satellite

End-to-End Flow

/brainstorm  ──▶  /docs new     ──▶  /plan create  ──▶  /open & /end
(ideation)        (strategy/)         (roadmap/plan)     (context + sync)

Step-by-Step

  1. Brainstorm (/brainstorm) — Option D smart-routes to /docs for strategy creation.
  2. Create Strategy (/docs new) — Step 3.5 detects docs/strategy/ or suggests creation.
  3. Create Roadmap (/plan create) — Step 2.8 asks: Roadmap or Detail Plan? Choose 🗺️ Roadmap.
  4. Create Detail Plan (/plan create) — Step 2.8 detects existing roadmap → suggests next phase. Step 2.9 loads strategy + roadmap context.
  5. Daily Dev (/open) — Loads strategy summary (~30 tokens), roadmap overview (~40 tokens), pending brainstorms (~20 tokens). Cascade warning (D10) if strategy is newer than roadmap.
  6. End Session (/end) — Step 3.2 detects strategy/roadmap changes → SYNC entries. Step 3.3 suggests next steps for new brainstorms. Step 4.5 auto-updates roadmap phase status.
  7. Plan Complete (/plan review) — Archives detail plan, updates roadmap phase → ✅ Done, suggests creating next phase’s detail plan.

Key Decisions

#DecisionResolution
D7Brainstorm vs Strategy priorityStrategy wins — skip older brainstorm
D10Strategy change cascadeDate compare → warn if roadmap stale
D4active_plan scopeDetail plans only, never roadmap
D6/brainstorm Option F “Strategy”?No — smart routing via Option D

Filesystem Detection

As of v1.6.3, the system uses field-gated detection via the Central Gate:

Tierproject.md FieldUsed By
Strategystrategy: "docs/strategy/..."/docs, /plan, /open, /end
Roadmaproadmap: "plans/*-roadmap.md"/plan, /open, /end
Detailactive_plan: "plans/*.md"All workflows

Roadmap Rules

  • Naming: [scope]-roadmap.md (e.g., ecosystem-roadmap.md)
  • Never set as active_plan
  • Never archived to done/
  • Auto-updated when a detail plan is activated or completed

Added in v1.6.1. See also: Meta-Project Guide · Ecosystem Architecture · Planning & Backlog

→ Learn: Meta-Project Guide → Learn: Ecosystem Architecture → Learn: Planning & Backlog Guide