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Workflow /plan

Creates, reviews, and updates phased implementation plans. Supports Plan Type Selection (Roadmap vs Detail Plan), Strategy/Roadmap context loading, and cross-project plan activation.

The /plan workflow creates, reviews, and updates phased implementation plans for PARA projects. It integrates with brainstorm outputs, the project backlog, the learning index, and the project knowledge base to produce comprehensive, actionable plans.

Commands Overview

/plan [project-name] [action]
ActionDescription
createCreate a new implementation plan
reviewSummarize existing plan with status
updateModify phases, status, or timeline

Plan Creation Flow

Contract → Backlog → Brainstorm/Strategy priority → Learnings → Project Knowledge
→ Plan Type Selection → Strategy/Roadmap context → Architecture → Phases → Rules check
→ Save → Activate → Roadmap auto-update

0. Rules Pre-flight (v1.5.4)

Before any step executes, the agent re-reads .agent/rules.md from disk to restore rule context. This is part of the Defense-in-Depth Layer 3 protection.

Key Steps

  1. Read Project Contract — Goal, deadline, DoD from project.md
  2. Read Backlog — Feature scope, priorities, status distribution
  3. Check Brainstorm Context (v1.5.0) — Auto-discovers recent brainstorm outputs. Strategy priority (D7, v1.6.3): Checks strategy field in project.md. If strategy is newer than brainstorm → skip brainstorm (already distilled). Allows cross-project strategy resolution.
  4. Scan Learnings Index — Cross-references Areas/Learning/README.md with project tech stack. Reads matched lessons (max 3).
  5. Scan Project Knowledge Base (v1.5.3) — Reads docs index, active RFCs, architecture baseline, workspace and project rules.

Plan Type Selection (v1.6.3)

Step 2.8 auto-detects context by examining the strategy and roadmap fields in project.md and presents a choice:

📐 What type of plan to create?

1. 🗺️ Roadmap — Phases + timeline overview (multi-version/feature index)
2. 📋 Detail Plan — Tasks + implementation details (1 version/feature)

Context:
  📄 Strategy: [exists: N files / none]
  🗺️ Roadmap: [exists: X phases, Y done / none]
  📋 Detail Plans: [N active, M archived]

If a roadmap exists, smart-suggests creating a Detail Plan for the next unplanned phase.

Strategy & Roadmap Context Loading (v1.6.3)

Step 2.9 runs when Detail Plan is chosen AND roadmap/strategy fields have values:

  • Roadmap phase context — extracts target phase scope and deliverables
  • Strategy context — extracts strategy summary as design constraint

Architecture & Phases

  1. Design Architecture — Component diagram (ASCII), tech stack table. Extends existing architecture baseline if found.
  2. Define Phases — 4-7 sequential phases (Phase 0 = Setup, Final = Polish)
  3. Map Backlog → Phases — Links backlog items to implementation phases.
  4. Rule Impact Check (v1.5.3) — Auto-adds sync tasks if plan modifies rules/kernel.
  5. Write Plan File — Saves to artifacts/plans/[plan-name].md
  6. Activate + Roadmap Auto-update — Sets active_plan, updates roadmap phase status

Cross-project plan activation (v1.6.0+): If the plan is stored in an ecosystem meta-project, offers @{ecosystem}/plans/ cross-project reference.

Phase Structure

RuleDescription
Phase 0Always “Setup & Infrastructure”
Phase 1–NCore feature phases in dependency order
FinalAlways “Polish & Extras”

Roadmap Plan Template (v1.6.1)

Roadmaps use a different template — living documents that index detail plans:

  • Naming: [scope]-roadmap.md
  • Never set as active_plan
  • Never archived to done/
  • Auto-updated when detail plans are activated or completed

Plan Review

/plan [project-name] review displays a status table cross-referenced with done.md.

Roadmap Lifecycle (v1.6.3)

After archiving a completed plan, /plan review checks the roadmap field in project.md and auto-updates the roadmap using the Path Resolution Convention:

  1. Marks completed phase as ✅ Done
  2. Finds next phase without a detail plan
  3. Suggests creating a new detail plan for that phase

Plan Archiving

When all phases reach 100%, prompts for confirmation:

  1. Moves plan to plans/done/
  2. Creates completion review
  3. Removes active_plan from project.md
  4. Updates roadmap phase status (v1.6.1)
  5. Suggests /retro

Integration Points

WorkflowRelationship
/brainstormPlan auto-discovers brainstorm outputs (Step 3)
/docsStrategy docs feed planning context (Step 2.9, v1.6.1)
/learnPlan scans learning index for relevant lessons (Step 4)
docs/Plan reads docs index + RFCs + architecture baseline (Step 5)
/openOpen reads active_plan to show current phase
/endEnd checks plan completion, roadmap sync (v1.6.1)
/verifyVerify checks task completion against plan

Updated in v1.6.3. Field-gated Strategy/Roadmap context loading and auto-update (v1.6.3).

→ Brainstorm Guide — Ideation before planning → Learn: Planning with Backlog → Learn: Strategy → Plan Flow → Learn: Ecosystem Architecture