Miethe Deal Brain Planning

Planning Skill

About This Skill

The Planning Skill generates and optimizes Product Requirements Documents (PRDs) and Implementation Plans as AI artifacts - file-based context caches optimized for AI agent consumption rather than human reading.

Purpose

• Generate comprehensive PRDs from feature requests following MP template
• Create phased Implementation Plans with subagent task assignments
• Optimize existing planning docs by breaking into token-efficient files
• Set up progress tracking structures for multi-phase implementations

Key Benefits

• Token Efficiency: Max ~800 lines per file for optimal AI context loading
• Progressive Disclosure: Summary → Detail pattern with linked files
• Subagent Integration: Automatic task assignment to appropriate specialists
• MP Architecture Compliance: Plans follow layered architecture (routers → services → repositories → DB)
• Structured Tracking: One progress file per phase following CLAUDE.md policy

When to Use This Skill

• Creating PRDs for new features or enhancements
• Generating detailed implementation plans from PRDs
• Breaking down long planning documents (>800 lines) into manageable files
• Setting up progress tracking for multi-phase work
• Optimizing existing plans for better AI agent consumption

Quick Start

Create PRD from Feature Request

# User provides feature description
User: "Create a PRD for advanced filtering on the prompts page"

# Skill generates PRD at:
# docs/project_plans/PRDs/[category]/advanced-filtering-v1.md

Create Implementation Plan from PRD

# Provide PRD path
User: "Create implementation plan for docs/project_plans/PRDs/harden-polish/advanced-filtering-v1.md"

# Skill generates:
# - Main plan: docs/project_plans/implementation_plans/harden-polish/advanced-filtering-v1.md
# - Phase files (if needed): docs/project_plans/implementation_plans/harden-polish/advanced-filtering-v1/phase-[N]-[name].md

Optimize Existing Plan

# Provide existing plan path
User: "Optimize docs/project_plans/implementation_plans/harden-polish/sidebar-polish-v1.md"

# Skill:
# 1. Analyzes plan length (e.g., 1200 lines)
# 2. Breaks into phase-specific files (~400 lines each)
# 3. Updates parent plan with links to phase files

Create Progress Tracking

# Provide PRD or Implementation Plan
User: "Create progress tracking for data-layer-fixes PRD"

# Skill generates:
# .claude/progress/[feature-name]/all-phases-progress.md
# With task breakdown, subagent assignments, completion tracking

Core Workflows

Workflow 1: Create PRD from Feature Request

Input: Feature description or request from user

Process:

1. Analyze Request

   • Extract feature name, scope, goals
   • Identify related systems and components
   • Determine priority and complexity

2. Structure PRD

   • Use template: ./templates/prd-template.md
   • Follow MP architecture patterns (see ./references/mp-architecture.md)
   • Include frontmatter with proper metadata
   • Organize into standard PRD sections

3. Add Implementation Context

   • Break into phased approach
   • Identify architectural layers involved
   • Note dependencies and risks
   • Define success criteria and acceptance tests

4. Determine Location

   • Category: docs/project_plans/PRDs/[category]/
   • Categories: harden-polish, features, enhancements, refactors
   • Naming: [feature-name]-v1.md (kebab-case)

5. Generate File

   • Write PRD to determined location
   • Include YAML frontmatter with metadata
   • Link to related docs (ADRs, guides, etc.)
   • Add to project tracking if needed

Output:

• PRD file at: docs/project_plans/PRDs/[category]/[feature-name]-v1.md
• Follows template structure
• Ready for implementation planning

Example:

Input: "Add real-time collaboration features to prompt editing"

Output Location: docs/project_plans/PRDs/features/realtime-collaboration-v1.md

Sections:
1. Executive Summary - Real-time collaborative editing
2. Context & Background - Current single-user editing limitations
3. Problem Statement - Users can't collaborate on prompts
4. Goals & Success Metrics - Multiple concurrent editors, conflict resolution
5. Requirements - WebSocket connections, operational transforms, presence indicators
6. Implementation Phases - Phase 1: Backend infrastructure, Phase 2: Frontend integration
... (full PRD structure)

Workflow 2: Create Implementation Plan from PRD

Input: Path to existing PRD or newly created PRD

Process:

1. Analyze PRD

   • Read full PRD content
   • Extract key requirements
   • Identify architectural layers needed
   • Determine phase breakdown strategy

2. Plan Phase Structure

   • Follow MP layered architecture: routers → services → repositories → DB
   • Group related tasks into phases
   • Common phases: Database → Repository → Service → API → UI → Testing → Docs → Deployment
   • Consider parallel work opportunities
   • Identify critical path

3. Generate Task Breakdown

   • Use template: ./templates/implementation-plan-template.md
   • Create tasks for each phase
   • Format: Task tables with ID, Name, Description, Acceptance Criteria, Estimate
   • Include quality gates for each phase

4. Assign Subagents

   • Use reference: ./references/subagent-assignments.md
   • Assign based on task type:
     • Database: data-layer-expert
     • Backend API: python-backend-engineer, backend-architect
     • Frontend: ui-engineer-enhanced, frontend-developer
     • UI Components: ui-designer, ui-engineer
     • Testing: appropriate testing agents
     • Docs: documentation-writer, documentation-complex
   • Add to each task: "Assigned Subagent(s): agent-1, agent-2"

5. Optimize for Token Efficiency

   • If total plan >800 lines: break into phase-specific files
   • Pattern: [feature-name]-v1/phase-[N]-[name].md
   • Parent plan links to phase files
   • Each phase file <800 lines
   • See ./references/optimization-patterns.md

6. Generate Files

   • Main plan: docs/project_plans/implementation_plans/[category]/[feature-name]-v1.md
   • Phase files (if needed): docs/project_plans/implementation_plans/[category]/[feature-name]-v1/phase-[N]-[name].md
   • Link phase files from parent plan

Output:

• Implementation Plan at determined location
• Phase breakdown with subagent assignments
• Linked phase files if plan >800 lines
• Quality gates and success criteria per phase

Example:

Input PRD: docs/project_plans/PRDs/features/realtime-collaboration-v1.md

Output:
Main Plan: docs/project_plans/implementation_plans/features/realtime-collaboration-v1.md

Phase Breakdown:
- Phase 1: Database Layer (websocket_sessions, edit_locks tables) - data-layer-expert
- Phase 2: Repository Layer (session management, lock management) - python-backend-engineer
- Phase 3: Service Layer (operational transforms, conflict resolution) - backend-architect
- Phase 4: API Layer (WebSocket endpoints, presence API) - python-backend-engineer
- Phase 5: UI Layer (collaborative editor, presence indicators) - ui-engineer-enhanced, frontend-developer
- Phase 6: Testing (unit, integration, E2E conflict scenarios) - testing agents
- Phase 7: Documentation (API docs, user guides) - documentation-writer
- Phase 8: Deployment (feature flags, monitoring) - DevOps

Phase Files (if plan >800 lines):
- realtime-collaboration-v1/phase-1-database.md
- realtime-collaboration-v1/phase-2-repository.md
- realtime-collaboration-v1/phase-3-5-backend.md (grouped related phases)
- realtime-collaboration-v1/phase-6-8-validation.md (grouped related phases)

Workflow 3: Optimize Existing Plans

Input: Path to existing PRD or Implementation Plan that's >800 lines

Process:

1. Analyze Plan

   • Read full plan
   • Count total lines
   • Identify natural break points (phases, sections)
   • Determine optimal split strategy

2. Determine Breakout Strategy

   • Primary: Break by phase (most common)
   • Secondary: Break by domain (backend vs frontend)
   • Tertiary: Break by task type (implementation vs testing)
   • Goal: Each file <800 lines, logically cohesive

3. Create Breakout Files

   • Pattern: [plan-name]/phase-[N]-[name].md
   • Alternative: [plan-name]/[domain]-tasks.md
   • Each file includes:
     • Phase/section overview
     • Relevant tasks with subagent assignments
     • Quality gates for that section
     • Links back to parent plan

4. Update Parent Plan

   • Add table of contents linking to breakout files
   • Keep executive summary and overview in parent
   • Replace detailed sections with links:

     ## Phase 2: Repository Layer
     See [Phase 2 Implementation Details](./[plan-name]/phase-2-repository.md)
     

   • Maintain quality gates summary in parent

5. Validate Optimization

   • Each file <800 lines ✓
   • All content preserved ✓
   • Links work correctly ✓
   • Logical grouping maintained ✓
   • Progressive disclosure achieved ✓

Output:

• Optimized parent plan (summary + links)
• Breakout files for detailed content
• Improved token efficiency (95%+ reduction in single-load context)

Example:

Input: docs/project_plans/implementation_plans/harden-polish/sidebar-polish-v1.md (1200 lines)

Analysis:
- 8 phases, ~150 lines each
- Can group related phases: 1-3 (backend), 4-5 (frontend), 6-8 (validation)

Output:
Parent: sidebar-polish-v1.md (200 lines - summary + links)
Phase Files:
- sidebar-polish-v1/phase-1-3-backend.md (450 lines)
- sidebar-polish-v1/phase-4-5-frontend.md (400 lines)
- sidebar-polish-v1/phase-6-8-validation.md (350 lines)

Token Efficiency:
- Before: Load 1200 lines for any query
- After: Load 200-line summary, then specific phase (450 max) = 67% reduction

Workflow 4: Create Progress Tracking

Input: PRD or Implementation Plan

Process:

1. Extract Implementation Tasks

   • Read Implementation Plan (or "Implementation" section of PRD)
   • Extract all tasks by phase
   • Capture task IDs, names, descriptions, estimates

2. Structure Progress File

   • Use template: ./templates/progress-tracking-template.md
   • Follow CLAUDE.md policy: ONE file per feature (all phases)
   • Location: .claude/progress/[feature-name]/all-phases-progress.md
   • Format: Phase overview table + detailed phase sections

3. Add Subagent Assignments

   • Use ./references/subagent-assignments.md
   • Add to each task based on type
   • Format: "Assigned Subagent(s): agent-1, agent-2"
   • Example task types:
     • Database schema: data-layer-expert
     • API endpoints: python-backend-engineer, backend-architect
     • React components: ui-engineer-enhanced, frontend-developer
     • Testing: testing specialists
     • Documentation: documentation-writer

4. Set Up Tracking Structure

   • Phase Overview table with status/completion
   • Per-phase sections with:
     • Completion checklist (tasks as checkboxes)
     • Subagent assignments
     • Success criteria
     • Key files involved
   • Status tracking: NOT STARTED, IN PROGRESS, BLOCKED, COMPLETE

5. Link from PRD

   • Update PRD's "Implementation" section
   • Add link to progress tracking file
   • Format: See progress tracking: .claude/progress/[feature-name]/all-phases-progress.md

Output:

• Progress tracking file at: .claude/progress/[feature-name]/all-phases-progress.md
• Linked from PRD
• Tasks organized by phase
• Subagent assignments on every task
• Ready for implementation tracking

Example:

Input PRD: docs/project_plans/PRDs/harden-polish/data-layer-fixes-filtering-v1.md

Output: .claude/progress/data-layer-fixes-filtering-v1/all-phases-progress.md

Structure:
# All-Phases Progress: Data Layer Fixes & Filtering

**Status**: NOT STARTED
**Last Updated**: 2025-11-11
**Completion**: 0% (0 of 24 story points)

## Phase Overview
| Phase | Title | Effort | Status | Completion |
|-------|-------|--------|--------|-----------|
| 1 | Repository Layer - Transaction Mgmt | 8 pts | NOT STARTED | 0% |
| 2 | Repository Layer - Filter Queries | 8 pts | NOT STARTED | 0% |
| 3 | Service Layer - Validation & DTOs | 5 pts | NOT STARTED | 0% |
| 4 | Frontend Layer - React Query | 5 pts | NOT STARTED | 0% |

## Phase 1: Repository Layer - Transaction Management
**Assigned Subagent(s)**: data-layer-expert, python-backend-engineer

### Completion Checklist
- [ ] TX-001: Fix BaseRepository Rollback (3 pts)
      Assigned Subagent(s): data-layer-expert
- [ ] TX-002: Update PromptRepository Error Handling (3 pts)
      Assigned Subagent(s): python-backend-engineer
- [ ] TX-003: Add Transaction Telemetry (1 pt)
      Assigned Subagent(s): backend-architect
- [ ] TX-004: Integration Tests (1 pt)
      Assigned Subagent(s): testing-specialist

### Success Criteria
- [ ] All repository exceptions trigger automatic rollback
- [ ] Transaction state correctly reset after errors
...

Templates Reference

prd-template.md

Location: ./templates/prd-template.md

Based On: /docs/docs-v2/templates/PRD-TEMPLATE.md

Purpose: Standard PRD structure for MeatyPrompts features

Key Sections:

• Feature Brief & Metadata (name, date, author, related docs)
• Executive Summary (1-2 paragraphs)
• Context & Background (problem space, current state)
• Problem Statement (clear gap or pain point)
• Goals & Success Metrics (measurable outcomes)
• Requirements (functional and non-functional)
• Scope (in-scope vs out-of-scope)
• Dependencies & Assumptions
• Risks & Mitigations
• Target State (post-implementation)
• Acceptance Criteria (definition of done)
• Implementation (phased breakdown with tasks)

When to Use: Creating any new PRD

implementation-plan-template.md

Location: ./templates/implementation-plan-template.md

Based On: /claude-export/templates/pm/implementation-plan-template.md

Purpose: Detailed phased implementation with task breakdown

Key Sections:

• Executive Summary (approach, milestones, success criteria)
• Implementation Strategy (architecture sequence, parallel work, critical path)
• Phase Breakdown (8 standard phases with task tables)
• Risk Mitigation (technical and schedule risks)
• Resource Requirements (team composition, skills, infrastructure)
• Success Metrics (delivery, business, technical)
• Communication Plan (status reporting, escalation)
• Post-Implementation Plan (monitoring, maintenance)

When to Use: Creating implementation plan from PRD

progress-tracking-template.md

Location: ./templates/progress-tracking-template.md

Purpose: Track implementation progress across all phases

Key Sections:

• Status header (overall status, completion %, last updated)
• Phase Overview table (phase, title, effort, status, completion)
• Per-phase sections (completion checklist, success criteria, key files)
• Subagent assignments per task
• Links to PRD and Implementation Plan

When to Use: Setting up progress tracking for multi-phase work

phase-breakdown-template.md

Location: ./templates/phase-breakdown-template.md

Purpose: Template for individual phase files when breaking up long plans

Key Sections:

• Phase overview (duration, dependencies, team)
• Task breakdown table (ID, name, description, acceptance criteria, estimate, assignee)
• Subagent assignments
• Quality gates
• Key files and integration points
• Link back to parent plan

When to Use: Breaking long implementation plans into phase-specific files

Scripts Reference

All scripts are in ./scripts/ directory and use Node.js (NOT Python).

generate-prd.sh

Purpose: Generate PRD from feature request

Usage:

./scripts/generate-prd.sh "Feature description" "category"

Process:

1. Parse feature description
2. Determine category and filename
3. Load PRD template
4. Generate PRD content
5. Write to docs/project_plans/PRDs/[category]/[feature-name]-v1.md

Output: PRD file path

generate-impl-plan.sh

Purpose: Generate implementation plan from PRD

Usage:

./scripts/generate-impl-plan.sh "path/to/prd.md"

Process:

1. Read PRD content
2. Extract requirements and phases
3. Generate task breakdown
4. Add subagent assignments
5. Determine if plan needs breakout (>800 lines)
6. Write main plan and phase files

Output: Implementation plan file path(s)

optimize-plan.sh

Purpose: Break long plan into phase-specific files

Usage:

./scripts/optimize-plan.sh "path/to/plan.md"

Process:

1. Read plan and count lines
2. Determine optimal breakout strategy
3. Create phase-specific files
4. Update parent plan with links
5. Validate all content preserved

Output: List of created phase files

assign-subagents.sh

Purpose: Add subagent assignments to tasks in plan

Usage:

./scripts/assign-subagents.sh "path/to/plan.md"

Process:

1. Read plan and extract tasks
2. Determine task type (database, API, frontend, etc.)
3. Map to appropriate subagents using ./references/subagent-assignments.md
4. Add assignment note to each task
5. Update plan file

Output: Updated plan with subagent assignments

create-progress-tracking.sh

Purpose: Create progress tracking document from plan

Usage:

./scripts/create-progress-tracking.sh "path/to/plan.md"

Process:

1. Read implementation plan
2. Extract all phases and tasks
3. Generate progress tracking structure
4. Add subagent assignments
5. Write to .claude/progress/[feature-name]/all-phases-progress.md
6. Update PRD with link to progress file

Output: Progress tracking file path

References

mp-architecture.md

Location: ./references/mp-architecture.md

Purpose: Summary of MeatyPrompts layered architecture

Content:

• Layered architecture: routers → services → repositories → DB
• Repositories own all DB I/O and RLS
• Services return DTOs only
• Routers handle HTTP + validation
• ErrorResponse envelope for errors
• Cursor pagination for lists: { items, pageInfo }
• OpenTelemetry spans and structured logging

Used By: PRD generation, implementation planning

subagent-assignments.md

Location: ./references/subagent-assignments.md

Purpose: Mapping of task types to appropriate subagents

Content:

Used By: Implementation planning, progress tracking creation

file-structure.md

Location: ./references/file-structure.md

Purpose: Directory structure conventions for plans and progress

Content:

docs/project_plans/
├── PRDs/
│   ├── harden-polish/         # Bug fixes, polish
│   ├── features/              # New features
│   ├── enhancements/          # Feature enhancements
│   └── refactors/             # Architecture refactors
│
└── implementation_plans/
    ├── harden-polish/
    │   ├── feature-name-v1.md              # Main plan
    │   └── feature-name-v1/                # Phase breakouts
    │       ├── phase-1-database.md
    │       ├── phase-2-3-backend.md
    │       └── phase-4-5-frontend.md
    ├── features/
    ├── enhancements/
    └── refactors/

.claude/
└── progress/
    └── feature-name/
        └── all-phases-progress.md          # ONE file per feature

Naming Conventions:

• PRDs: [feature-name]-v1.md (kebab-case)
• Implementation Plans: [feature-name]-v1.md
• Phase Files: phase-[N]-[name].md or phase-[N]-[M]-[name].md (grouped)
• Progress: all-phases-progress.md (one per feature)

Used By: File creation, optimization

optimization-patterns.md

Location: ./references/optimization-patterns.md

Purpose: Patterns for breaking up long files into token-efficient chunks

Content:

Pattern 1: Break by Phase (Most Common)

• Split implementation plan by phase (1-3, 4-5, 6-8)
• Each phase file <800 lines
• Parent links to phase files
• Progressive disclosure: Load summary, then specific phase

Pattern 2: Break by Domain

• Backend phases (Database, Repository, Service, API)
• Frontend phases (UI, Components, State)
• Validation phases (Testing, Docs, Deployment)

Pattern 3: Break by Task Type

• Implementation tasks
• Testing tasks
• Documentation tasks
• Deployment tasks

Pattern 4: Keep Together

• Always keep in parent plan:
  • Executive summary
  • Phase overview table
  • Risk mitigation summary
  • Success metrics overview
• Move to phase files:
  • Detailed task breakdowns
  • Specific acceptance criteria
  • Technical implementation notes

Token Efficiency Gains:

• Before: Load entire 1200-line plan
• After: Load 200-line summary + 400-line phase = 50% reduction
• For targeted queries: Load only relevant phase = 67%+ reduction

Used By: Plan optimization workflow

Best Practices

File Size Management

Guideline: No file should exceed ~800 lines

Rationale:

• Optimal token efficiency for AI context loading
• Enables progressive disclosure pattern
• Reduces cognitive load for agents
• Faster file parsing and analysis

Strategies:

1. Break plans by phase when >800 lines
2. Group short related phases (1-3, 4-5)
3. Keep summaries in parent, details in phase files
4. Use links for cross-references

Naming Conventions

PRDs: [feature-name]-v1.md

• Use kebab-case (lowercase with hyphens)
• Include version number (-v1, -v2)
• Descriptive name (e.g., advanced-filtering-v1.md)

Implementation Plans: [feature-name]-v1.md

• Match PRD naming
• Same category as PRD
• Version synchronized with PRD

Phase Files: phase-[N]-[name].md

• Sequential numbering (phase-1, phase-2)
• Can group: phase-1-3-backend.md
• Descriptive name (database, repository, frontend)

Progress Files: all-phases-progress.md

• ONE file per feature (all phases together)
• Location: .claude/progress/[feature-name]/

Directory Organization

PRDs:

• docs/project_plans/PRDs/[category]/
• Categories: harden-polish, features, enhancements, refactors

Implementation Plans:

• docs/project_plans/implementation_plans/[category]/
• Match PRD category
• Phase breakouts in subdirectory: [plan-name]/

Progress Tracking:

• .claude/progress/[feature-name]/
• One directory per feature
• Contains: all-phases-progress.md

Subagent Assignment Strategy

Match Task Type to Specialist:

• Database work → data-layer-expert
• API implementation → python-backend-engineer, backend-architect
• React components → ui-engineer-enhanced, frontend-developer
• UI design → ui-designer, ux-researcher
• Testing → appropriate testing specialists
• Documentation → documentation-writer (90%), documentation-complex (10%)

Assignment Format:

- [ ] TASK-001: Task Name (3 pts)
      Assigned Subagent(s): python-backend-engineer, backend-architect

Multiple Agents:

• Primary agent first
• Supporting agents after
• Consider expertise overlap

Token Efficiency Tips

Progressive Disclosure:

1. Summary in parent plan (200 lines)
2. Link to detailed phase files (400 lines each)
3. Agent loads summary first, then specific phase as needed
4. 50-67% token reduction

Structured References:

• Link to ADRs instead of duplicating architecture info
• Reference existing docs rather than repeating
• Use relative paths for phase file links

Chunk by Logical Units:

• Keep related tasks together
• Don't split mid-phase
• Group short phases if logical
• Maintain quality gates with phases

YAML Frontmatter

PRDs:

---
title: "Feature Name - PRD"
description: "Brief summary (1-2 sentences)"
audience: [ai-agents, developers]
tags: [relevant, tags, for, search]
created: 2025-11-11
updated: 2025-11-11
category: "product-planning"
status: draft|published
related:
  - /docs/architecture/ADRs/relevant-adr.md
  - /docs/guides/relevant-guide.md
---

Implementation Plans:

---
title: "Feature Name - Implementation Plan"
description: "Brief summary of implementation approach"
audience: [ai-agents, developers]
tags: [implementation, planning, phases]
created: 2025-11-11
updated: 2025-11-11
category: "product-planning"
status: draft|in-progress|published
related:
  - /docs/project_plans/PRDs/category/feature-name-v1.md
---

Progress Tracking: No frontmatter required for .claude/progress/ files (per CLAUDE.md)

Examples

Example 1: Create PRD for Advanced Filtering

Input:

User: "Create a PRD for adding advanced filtering to the prompts page. Users need to filter by multiple criteria: model, provider, date range, tags, and favorites."

Process:

1. Extract feature name: "Advanced Filtering"
2. Determine category: "features"
3. Generate PRD using template
4. Structure sections:
   • Problem: Users can only filter by single criteria
   • Goals: Multi-criteria filtering, saved filter sets
   • Requirements: UI for filter builder, backend filter query support
   • Phases: Phase 1 (Backend), Phase 2 (Frontend), Phase 3 (Saved Filters)

Output:

File: docs/project_plans/PRDs/features/advanced-filtering-v1.md

# Advanced Filtering - PRD

**Feature Name**: Advanced Filtering
**Date**: 2025-11-11
**Author**: Claude (Sonnet 4.5)
**Related**: Filtering guides, search ADRs

## 1. Executive Summary
Enable users to filter prompts by multiple criteria simultaneously (model, provider, date range, tags, favorites) with the ability to save and reuse filter sets.

## 2. Context & Background
Current filtering supports single criteria only. Users frequently need to filter by combinations (e.g., "OpenAI models from last week tagged 'production'").

... (full PRD structure)

Example 2: Create Implementation Plan with Phase Breakout

Input:

User: "Create implementation plan for docs/project_plans/PRDs/features/advanced-filtering-v1.md"

Process:

1. Read PRD, extract requirements
2. Plan 7 phases following MP architecture
3. Generate task breakdown with estimates
4. Assign subagents to each task
5. Calculate total: 1100 lines → needs breakout
6. Create phase files:
   • phase-1-3-backend.md (500 lines)
   • phase-4-5-frontend.md (400 lines)
   • phase-6-7-validation.md (300 lines)
7. Update parent plan with links (200 lines)

Output:

Main Plan: docs/project_plans/implementation_plans/features/advanced-filtering-v1.md (200 lines)

# Implementation Plan: Advanced Filtering

## Phase Overview
| Phase | Title | Effort | Files |
|-------|-------|--------|-------|
| 1-3 | Backend Implementation | 18 pts | [Details](./advanced-filtering-v1/phase-1-3-backend.md) |
| 4-5 | Frontend Implementation | 12 pts | [Details](./advanced-filtering-v1/phase-4-5-frontend.md) |
| 6-7 | Validation & Deployment | 8 pts | [Details](./advanced-filtering-v1/phase-6-7-validation.md) |

... (executive summary, strategy)

---

Phase Files Created:
- advanced-filtering-v1/phase-1-3-backend.md (500 lines)
  - Phase 1: Database (filter_sets table, indexes)
  - Phase 2: Repository (query builder, filter sets repo)
  - Phase 3: Service (filter validation, DTO mapping)

- advanced-filtering-v1/phase-4-5-frontend.md (400 lines)
  - Phase 4: API (filter endpoints, saved sets API)
  - Phase 5: UI (filter builder component, saved sets UI)

- advanced-filtering-v1/phase-6-7-validation.md (300 lines)
  - Phase 6: Testing (unit, integration, E2E)
  - Phase 7: Deployment (feature flags, monitoring)

Example 3: Optimize Existing Long Plan

Input:

User: "Optimize docs/project_plans/implementation_plans/harden-polish/sidebar-polish-v1.md - it's 1200 lines"

Process:

1. Read plan: 8 phases, ~150 lines each
2. Determine breakout: Group 1-3 (backend), 4-5 (frontend), 6-8 (validation)
3. Create phase files:
   • phase-1-3-backend.md (450 lines)
   • phase-4-5-frontend.md (400 lines)
   • phase-6-8-validation.md (350 lines)
4. Update parent plan: Keep summary, add links to phase files (200 lines)

Output:

Updated: docs/project_plans/implementation_plans/harden-polish/sidebar-polish-v1.md (200 lines)

Created Phase Files:
- sidebar-polish-v1/phase-1-3-backend.md (450 lines)
  Phase 1: Database - Sidebar state, user preferences
  Phase 2: Repository - State management, RLS
  Phase 3: Service - Preference sync, DTOs

- sidebar-polish-v1/phase-4-5-frontend.md (400 lines)
  Phase 4: API - Endpoints for sidebar state
  Phase 5: UI - Sidebar component, animations

- sidebar-polish-v1/phase-6-8-validation.md (350 lines)
  Phase 6: Testing - Unit, integration, visual
  Phase 7: Documentation - Component docs, API docs
  Phase 8: Deployment - Feature flags, rollout

Token Efficiency: 67% reduction for targeted queries

Example 4: Create Progress Tracking

Input:

User: "Create progress tracking for data-layer-fixes-filtering PRD"

Process:

1. Read PRD: docs/project_plans/PRDs/harden-polish/data-layer-fixes-filtering-v1.md
2. Extract "Implementation" section tasks
3. Organize by 5 phases
4. Assign subagents:
   • Phase 1 (Transaction Mgmt): data-layer-expert, python-backend-engineer
   • Phase 2 (Filter Queries): python-backend-engineer
   • Phase 3 (Service Layer): backend-architect, python-backend-engineer
   • Phase 4 (Frontend): ui-engineer-enhanced, frontend-developer
   • Phase 5 (Testing): testing specialists
5. Create progress file with checkboxes and success criteria
6. Update PRD with link to progress file

Output:

Created: .claude/progress/data-layer-fixes-filtering-v1/all-phases-progress.md

Updated PRD Section:
## Implementation

See progress tracking: `.claude/progress/data-layer-fixes-filtering-v1/all-phases-progress.md`

Progress File Structure:
# All-Phases Progress: Data Layer Fixes & Filtering

**Status**: NOT STARTED
**Last Updated**: 2025-11-11
**Completion**: 0% (0 of 24 story points)

## Phase Overview
| Phase | Title | Effort | Status | Completion |
| 1 | Repository - Transaction Mgmt | 8 pts | NOT STARTED | 0% |
| 2 | Repository - Filter Queries | 8 pts | NOT STARTED | 0% |
...

## Phase 1: Repository Layer - Transaction Management
**Assigned Subagent(s)**: data-layer-expert, python-backend-engineer

### Completion Checklist
- [ ] TX-001: Fix BaseRepository Rollback (3 pts)
      Assigned Subagent(s): data-layer-expert
- [ ] TX-002: Update PromptRepository Error Handling (3 pts)
      Assigned Subagent(s): python-backend-engineer
...

### Success Criteria
- [ ] All repository exceptions trigger automatic rollback
- [ ] Transaction state correctly reset after errors
...

Integration with MeatyPrompts

Architecture Compliance

All plans follow MP layered architecture:

• Routers → Services → Repositories → DB
• Services return DTOs only
• Repositories own all DB I/O and RLS
• Cursor pagination for lists: { items, pageInfo }
• ErrorResponse envelope for errors
• OpenTelemetry spans and structured logging

Subagent Ecosystem

Plans integrate with 50+ MeatyPrompts subagents:

Architecture: lead-architect, backend-architect, data-layer-expert Development: python-backend-engineer, frontend-developer, ui-engineer-enhanced UI/UX: ui-designer, ux-researcher Review: code-reviewer, task-completion-validator Documentation: documentation-writer, documentation-complex Testing: testing specialists Performance: react-performance-optimizer, web-accessibility-checker

Documentation Policy

Follows CLAUDE.md documentation policy:

• PRDs are product-planning docs (allowed)
• Implementation Plans are product-planning docs (allowed)
• Progress Tracking follows structured format (.claude/progress/)
• One progress file per feature (all phases)
• Frontmatter required for /docs/, not for .claude/

File Organization

PRDs: /docs/project_plans/PRDs/[category]/[feature-name]-v1.md Plans: /docs/project_plans/implementation_plans/[category]/[feature-name]-v1.md Progress: .claude/progress/[feature-name]/all-phases-progress.md Phase Files: [plan-name]/phase-[N]-[name].md

Advanced Usage

Customizing Templates

Edit templates in ./templates/ to match project needs:

1. PRD Template Customization:

   • Add project-specific sections
   • Adjust success metrics format
   • Include standard acceptance criteria

2. Implementation Plan Template Customization:

   • Add/remove phases
   • Adjust quality gates
   • Customize risk categories

3. Progress Tracking Template Customization:

   • Add project-specific status values
   • Adjust completion tracking format
   • Include team-specific metadata

Multi-PRD Planning

For complex initiatives spanning multiple PRDs:

1. Create parent epic document
2. Generate individual PRDs for each component
3. Link PRDs to parent epic
4. Create unified progress tracking across PRDs

Spike Integration

For research-heavy features:

1. Create SPIKE document first (using spike-writer agent)
2. Use SPIKE to inform PRD generation
3. Reference SPIKE in PRD "Context & Background"
4. Link SPIKE from Implementation Plan

Continuous Optimization

Regularly optimize plans as work progresses:

1. Update progress tracking with actual completion
2. Adjust estimates based on learnings
3. Break out new sections if plan grows >800 lines
4. Archive completed phases

Troubleshooting

PRD Generation Issues

Problem: PRD missing key sections

Solution:

• Check template is complete: ./templates/prd-template.md
• Verify feature description is detailed enough
• Review example PRDs: /docs/project_plans/PRDs/

Implementation Plan Too Long

Problem: Generated plan exceeds 800 lines

Solution:

• Automatically triggers phase breakout
• Creates phase-specific files
• Updates parent with links
• If still too long: Group fewer phases per file

Subagent Assignment Unclear

Problem: Not sure which subagent to assign to task

Solution:

• Check ./references/subagent-assignments.md
• Look for similar tasks in existing progress files
• Default patterns:
  • Database → data-layer-expert
  • Backend → python-backend-engineer
  • Frontend → ui-engineer-enhanced
  • Docs → documentation-writer

File Organization Confusion

Problem: Not sure where to place generated files

Solution:

• Check ./references/file-structure.md
• PRDs: /docs/project_plans/PRDs/[category]/
• Plans: /docs/project_plans/implementation_plans/[category]/
• Progress: .claude/progress/[feature-name]/
• Phase files: Subdirectory of plan: [plan-name]/

Progress Tracking Not Updating

Problem: Progress file created but not linked from PRD

Solution:

• Manually add link to PRD's "Implementation" section
• Format: See progress tracking: .claude/progress/[feature-name]/all-phases-progress.md
• Ensure progress file exists at expected location

Related Skills

• skill-builder: Create new custom skills
• symbols: Token-efficient codebase indexing
• codebase-explorer: Fast pattern discovery
• explore: Deep codebase analysis

Related Agents

• lead-pm: SDLC orchestration
• prd-writer: PRD creation
• implementation-planner: Detailed implementation planning
• task-decomposition-expert: Task breakdown
• lead-architect: Architecture planning assistance
• documentation-writer: Documentation for plans

Version History

• 2025-11-11: Initial skill creation
  • 4 core workflows (PRD, Plan, Optimize, Progress)
  • 4 templates (PRD, Plan, Progress, Phase)
  • 5 scripts (generate-prd, generate-impl-plan, optimize-plan, assign-subagents, create-progress-tracking)
  • 4 references (architecture, subagents, file-structure, optimization-patterns)

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