Plan Create

Plan Create — Structured Plan Scaffolding

Create .context/plans/ files that pass structural validation and match local conventions. The workflow ensures every plan has valid frontmatter, clear phases and tasks, and can be immediately reviewed by the plan-review skill.

Prerequisites

• A clear idea of the work to be planned (goal, scope, implementation steps)
• The context-file skill available if frontmatter repair is needed
• The plan-review skill available for post-creation validation (optional)
• Shell access to run validation scripts

When to Use

• Drafting a new implementation plan with multiple phases
• Scoping work that needs review before implementation begins
• Creating a plan that will later be audited by plan-review

When NOT to Use

• For the main project SKILL.md or agent skills — use the skill template instead
• For one-off notes or scratch files — use inline notes
• When the work is trivially small (1 step, no phases) — just write a finding

Workflow

1. Gather the plan specification

Ask the user about the plan. Collect at minimum:

• Goal — what does success look like? What problem is being solved?
• Scope — what's in and what's out? Are there known constraints?
• Phases — what are the sequential stages? Each phase should:
  • Have a clear deliverable or exit criterion
  • Be independently shippable (could stop after this phase)
  • Be 2–5 tasks, not 20+
• Tasks per phase — for each phase, list concrete work units:
  • Each task should be completable in a single session (hours, not weeks)
  • Use actionable language ("Add --format flag", not "Improve output")
  • Flag which tasks can run in parallel (waves)
• Dependencies — does this plan depend on other plans, PRs, or external work?
• Risks — what could go wrong? What's the biggest unknown?
• Timeline — optional, if the user has a deadline or priority
• Effort — a T-shirt-sized total estimate (S/M/L), matching the skill-auditor remediation-plan convention. Use TBD only when sizing is genuinely blocked on something listed in Open Questions — don't guess a number to satisfy the field. Required in frontmatter for every plan this skill creates; it flows straight into .context/index.yaml so a reader can triage plans by effort without opening each file.
• Value — a HIGH/MEDIUM/LOW benefit-of-action grade, distinct from effort (cost) and severity (risk-of-inaction). Grade against .context/instructions/value-rubric.md (leverage, consumers unblocked, reversibility) — do not guess. Required in frontmatter for every plan this skill creates; it flows into .context/index.yaml, where the "what's next" read protocol sorts by value descending, then effort ascending.
• Themes — an ordered list of one or more areas from the controlled vocabulary (EVAL / PR-TOOLING / DOCS / GOVERNANCE / SKILL-QUALITY / DISTRIBUTION), drawn from .context/instructions/theme-vocabulary.md. The subject axis (what area the plan touches), orthogonal to value/effort. Write it primary-first — themes[0] answers "what is this mainly about?" and is the tie-breaker below value then effort. Required in frontmatter for every plan this skill creates.

2. Infer local conventions

Scan existing plans to understand what sections this repo uses:

grep -r '^## ' .context/plans/*.md | sed 's/.*## //' | sort | uniq -c | sort -rn

From the frequency table, identify:

• Core sections (present in >= 40% of plans): always include
• Common sections (present in 20-39%): include unless the plan is small
• Rare sections (< 20%): include only if relevant

Also check the naming convention: timestamped (topic-YYYY-MM-DD.md) or topic-only (short-description.md). Follow whatever the majority of plans use.

3. Draft the plan

Construct the plan file following the structure in assets/templates/plan-scaffold.yaml. The template is validated against assets/schemas/plan-scaffold.schema.json.

The plan always includes:

• YAML frontmatter with title, type: PLAN, status: DRAFT, date (today), effort (S/M/L/TBD), value (HIGH/MEDIUM/LOW), themes (ordered list from the theme vocabulary, primary-first)
• ## Goal section — one paragraph describing the desired end state
• ## Phases section — numbered phases with tasks and wave annotations
• ## Open Questions section — unresolved items for the reviewer

Additional sections based on what the user provided and what the local conventions suggest (from step 2): ## Scope, ## Risks, ## Verification.

4. Validate the plan

Run the frontmatter validation script:

.context/plugins/pantheon-org/context-mgmt/context-index/scripts/validate-context-frontmatter.sh .context/plans/<plan-file>.md

If validation fails, fix the frontmatter and re-run. Do not proceed until validation passes — a plan with invalid frontmatter is invisible to the index.

5. Review the plan (optional)

Offer to run the plan-review skill on the newly created plan:

"I created the plan at .context/plans/<file>. Would you like me to run the plan-review skill on it now to catch any issues?"

If the user accepts, load the plan-review skill and follow its workflow. This completes the create → review → iterate loop.

6. Confirm and conclude

Confirm the file was created with its path and a summary:

Created: .context/plans/<file>.md
Title:   <title>
Status:  draft
Phases:  <N> phases, <M> tasks total
Next:    Run plan-review on it, or mark status: ACTIVE to start implementing

Verification

After creating the plan, run these checks:

1. Frontmatter validation — run validate-context-frontmatter.sh on the file. If it fails, fix the frontmatter before presenting the result.

   .context/plugins/pantheon-org/context-mgmt/context-index/scripts/validate-context-frontmatter.sh <file>
   

2. Structure check — verify the plan has at minimum ## Goal and ## Phases sections. If the local convention requires others (from step 2), add those too.
3. Phase completeness — verify each phase has 2-5 concrete tasks and an exit criterion. Phases with more than 8 tasks should be split.
4. Wave annotation — verify tasks that can run in parallel are marked (e.g., "Wave A: frontend, Wave B: backend — can run concurrently").
5. Effort declared — frontmatter has effort set to S/M/L/TBD. If TBD, confirm the corresponding Open Question actually explains what's blocking the estimate.
6. Value graded — frontmatter has value set to HIGH/MEDIUM/LOW, graded against .context/instructions/value-rubric.md rather than guessed.
7. Themes tagged — frontmatter has a non-empty themes list, ordered primary-first, with every member drawn from .context/instructions/theme-vocabulary.md (no invented themes).

Mindset

• A plan is a communication tool first, a todo list second. Write for the next person who reads this cold.
• Phases are about sequencing, not grouping. Phase 1 must finish before Phase 2 starts. If two groups don't depend on each other, they're waves within a phase, not separate phases.
• Tasks should be single-session-sized. If a task takes "a few days", it's too large — break it down. If it takes "5 minutes", it's too small — combine it.
• Default to status: DRAFT. Promote to ACTIVE only after the plan is reviewed and approved.
• The YAML frontmatter is not optional. A plan without frontmatter is invisible to .context/index.yaml and to every agent that reads it.

Anti-Patterns

NEVER — Create a plan without YAML frontmatter

SYMPTOM: The file renders fine in markdown but never appears in the context index. Future agents never discover the plan.

CONSEQUENCE: Effort goes into a plan no one reads. The plan is orphaned until someone manually finds it and adds frontmatter.

WHY: The context index and pre-commit hooks both require frontmatter. A plan without it is invisible machinery.

BAD: Starting the file with # Plan: My Title directly. GOOD: Always open with ---\ntitle: "Plan: My Title"\ntype: PLAN\nstatus: DRAFT\ndate: YYYY-MM-DD\n---.

NEVER — Skip the convention inference step

SYMPTOM: The created plan uses a structure that doesn't match any other plan in the repo — no ## Open Questions, no ## Scope. It feels out of place.

CONSEQUENCE: Agents that parse plans expecting ## Steps instead of ## Phases may skip sections. The plan is technically valid but practically misaligned.

WHY: The local convention reflects what agents in this repo expect. A plan that doesn't follow it is harder to review, harder to index, and harder to discover.

BAD: Hardcoding "Goal → Steps → Open Questions" without scanning first. GOOD: Running grep -r '^## ' .context/plans/*.md and using the actual frequencies.

NEVER — Create a phase with more than 8 tasks

SYMPTOM: "Phase 1: Everything" with 15 tasks and no sub-structure. The phase cannot be shipped independently — it's the whole plan.

CONSEQUENCE: No meaningful checkpoint exists. If the plan runs out of time, there's no partial delivery. The cost of splitting later is higher than splitting now.

WHY: A phase should be small enough to review, implement, and ship in a sprint (1-2 weeks). 8+ tasks means the phase is underspecified.

BAD: A flat list of 15 tasks with no phase grouping. GOOD: 3 phases, each with 3-5 tasks and an exit criterion.

NEVER — Omit or guess the effort field

SYMPTOM: The plan has no effort in frontmatter, or has one picked arbitrarily to satisfy validation rather than reflecting an actual estimate.

CONSEQUENCE: A reader scanning .context/index.yaml for quick wins vs. big lifts can't distinguish them without opening every plan file. A fake number is worse than a missing one — it looks authoritative but isn't.

WHY: effort exists so plans are triageable at a glance, the same way status lets a reader triage by lifecycle stage. validate-context-frontmatter.sh requires it for any type: PLAN with status: DRAFT or ACTIVE.

BAD: Setting effort: S on a plan nobody has actually sized, just to pass validation. GOOD: effort: TBD with an Open Question stating exactly what decision blocks sizing (see migrate-off-tessl-eval-2026-06-29.md for a real example).

References

• Plan Structure Reference — common plan sections and their purpose
• context-file skill — for repairing frontmatter on existing files
• plan-review skill — for post-creation multi-perspective audit
• context-index skill — for regenerating the index after creation