Planning Skill
Overview
This skill provides comprehensive planning workflows for features and system changes. It focuses on the research and clarification phase - gathering context, exploring architecture, and asking good questions before spec generation.
When to Use This Skill
Use this skill when:
- •In planning/plan mode (auto-trigger if possible)
- •User says: "plan this", "research this feature", "help me understand"
- •User asks: "what do I need to know before implementing X?"
- •Before generating specs with
/cmd:generate-spec - •Need to explore codebase patterns and architecture
Core Workflow
1. Research Phase
- •Explore codebase for similar existing features
- •Identify which domain/area this belongs in
- •Locate related types, schemas, services, routes
- •Check test patterns in relevant areas
- •Review database models (if applicable)
- •Use
references/research-checklist.mdfor systematic exploration
2. Context Gathering
- •Internal docs: Check
.agent/docs/for relevant patterns - •CLAUDE.md: Review project conventions and rules
- •context7 MCP (if available): Fetch external library docs
- •Check for
mcp__context7__*tools - •Use for React, Fastify, Prisma, etc. documentation
- •Fall back to WebFetch/WebSearch if not available
- •Check for
- •See
references/context-sources.mdfor detailed guidance
3. Clarification (If Needed)
Ask clarifying questions ONE AT A TIME if implementation approach is unclear:
- •Don't use the Question tool
- •Use this template:
md
**Question**: [Your question] **Suggestions**: 1. [Option 1] (recommended - why) 2. [Option 2] 3. Other - user specifies
- •See
references/clarification-questions.mdfor examples and templates
4. Complexity Assessment
- •Estimate file count and scope
- •Identify cross-cutting concerns
- •Assess if new patterns needed or extending existing
- •Determine context requirements for implementation
- •Flag if complexity suggests breaking into smaller features
- •See
references/complexity-assessment.mdfor detailed rubric
5. Handoff to Spec Generation
Prepare clear summary for /cmd:generate-spec:
- •What was found during research
- •Existing patterns to follow
- •Recommended architecture approach
- •Initial complexity estimate
- •Unresolved questions (if any)
- •Suggest: "Ready to generate spec with
/cmd:generate-spec?"
Key Principles
Do
- •✅ Research deeply - explore codebase thoroughly
- •✅ Ask questions conversationally (text-based, ONE AT A TIME)
- •✅ Document findings clearly
- •✅ Leverage context7 MCP when available for external docs
- •✅ Check
.agent/docs/for internal patterns - •✅ Provide architecture recommendations with rationale
- •✅ Prepare handoff context for spec generation
Don't
- •❌ Use AskUserQuestion tool (breaks exploratory flow)
- •❌ Create specs or files (that's
/cmd:generate-spec's job) - •❌ Ask multiple questions at once
- •❌ Skip research phase
- •❌ Make assumptions without checking codebase first
Complementary to Slash Commands
This skill complements existing spec generation:
code
User request → Planning skill (research) → /cmd:generate-spec (spec creation)
- •Planning skill: Research, clarification, architecture exploration
- •/cmd:generate-spec: Spec writing, file creation, index updates
- •/generate-prd: PRD creation for larger features
- •/generate-feature: Alternative spec format
Level of Involvement
Moderate - Balance depth with efficiency:
- •Research deeply: Explore codebase, find patterns, identify constraints
- •Ask strategically: ONE question at a time with context-based suggestions
- •Document findings: Summarize architecture, existing patterns, complexity
- •Prepare handoff: Create clear context for spec generation
- •Don't overstep: Leave spec writing and file creation to slash commands
References
See references/ directory for detailed guidance:
- •
research-checklist.md- Systematic codebase exploration - •
clarification-questions.md- Question templates and examples - •
complexity-assessment.md- Complexity rubric and indicators - •
context-sources.md- How to leverage context7, internal docs, codebase
Example Usage
code
User: "Plan adding user notifications feature" Planning skill workflow: 1. Research: Find existing notification patterns (grep for "notification", "alert", etc.) 2. Check: `.agent/docs/` for notification architecture (if exists) 3. Context7: Fetch WebSocket or push notification docs (if needed) 4. Ask: "What type of notifications? In-app, email, push, or all three?" Suggestions: 1. In-app only (recommended - simpler, use WebSocket pattern) 2. Email integration (adds complexity, need mail service) 3. Other - user specifies 5. Wait for answer, continue clarification as needed 6. Assess: Initial complexity ~5-6/10 (multiple files, WebSocket integration) 7. Output: "Found WebSocket handler pattern in X, session events in Y. Recommend: Extend existing WebSocket system, add Notification model, create UI toast component. Estimated 5-6/10 complexity." 8. Suggest: "Ready to generate spec with /cmd:generate-spec?"
Integration Notes
- •context7 MCP: Optional but recommended for external docs
- •Install: https://context7.com/
- •Check availability before use
- •Graceful fallback to WebFetch/WebSearch
- •Permission mode: Works best in plan mode (read-only exploration)
- •Output: Text summary, not files (spec generation creates files)