Plan

/plan Orchestrator

Purpose

Create or update the current plan artifact and move it through Problem, Feature, Technical, Implementation, and Reviews with deterministic validators and decision logging. Section-owner skills run as sub-agents and return drafts; the orchestrator is the only writer and runs the Q/A loop inline with the user.

Core rules

• The SSOT is the current plan artifact; do not assume a fixed filename.
• SSOT selection is a hard lock:
  • SSOT Lock precedence:
    • If the user referenced any plan via @path in the last user message, that wins over thread context.
    • If multiple plans are referenced, you MUST ask the user to pick exactly one before proceeding (single-select).
  • Treat a plan as the SSOT only if:
    • the user explicitly provided it in this conversation (pasted content or referenced via @path), OR
    • /plan created it earlier in this same run.
  • Do NOT implicitly adopt a plan just because it exists in the workspace or happens to be open in the editor.
• SSOT Echo (required): after SSOT is selected, print SSOT = <path> in chat before doing any plan work.
• No-new-plan invariant: if SSOT is set, do NOT create a new plan artifact unless the user explicitly requests “new plan”.
• If no explicit in-conversation plan artifact is provided, create a new plan doc from reference.md and immediately echo it as SSOT.
• Workflow order is fixed: Problem -> Feature -> Technical -> Implementation -> Reviews.
• Hard rule: /problem-definition and /critical-ideation are Q/A gated before advancing; run the Q/A loop inline with the user and only when the checklist fails or Questions is non-empty.
• No gate flips without evidence: before changing any of Status, CurrentStage, or any Gate Results, include a short checklist in chat stating:
  • which section(s) changed, and
  • why the validator now passes (what evidence/fields were added/clarified).
• Hard rule: plan artifact writes are done only by the orchestrator.
• Decision boundaries require A/B/C options and a Decision Log entry.
• Preserve user agency via decision boundaries + dispositions. Do not "auto-approve" ambiguous decisions.

On each /plan invocation

1. Determine SSOT using the SSOT Lock precedence rules above.
2. If multiple plan artifacts were referenced, stop and ask the user to select exactly one (single-select) before doing any work.
3. If missing (no SSOT could be selected):
   • Ask for the feature idea / goal statement (1-2 sentences) and any hard constraints (optional).
   • Create a new plan doc using the template in reference.md.
4. Echo SSOT in chat: SSOT = <path>.
5. Determine CurrentStage.
6. Run validators in stage order up to the current stage.
7. Route to the first failing gate and call the owner skill as a sub-agent to produce a draft section. Provide any known agent roster or ## Context Snapshot so ownership can be assigned correctly.
8. Run the human Q/A loop inline with the user using the gate's mode (see map below) when:
   • the validator fails, OR
   • Questions is non-empty, OR
   • you are moving into/through TechnicalClarity and you have not yet run at least one mode=comprehension checkpoint in this /plan invocation, OR
   • you are moving into/through PlanReadiness and you have not yet run at least one mode=comprehension checkpoint in this /plan invocation. Keep these checkpoints lightweight (2–3 targeted questions + one scope/ownership confirmation).
9. Re-run the owner sub-agent as needed until the gate passes.
10. Orchestrator writes the accepted output into the plan section.
11. Re-run the affected validator.
12. Advance stage only when its gate passes.
13. Update Status, CurrentStage, and any Gate Results only after providing the “no gate flips without evidence” checklist in chat.
    • Do not set Status: Approved unless PlanStateSanity passes.
14. Reviews stage only: run planning reviews, then auto-remediate findings that are purely clarity/structure improvements and do not change decisions.
    • No paper reviews: after any remediation or other material plan edits, regenerate reviews (or re-run the same review agents) so PlanningReviewsComplete reflects the updated document.
    • If reviews are stale (plan changed since last review run), PlanningReviewsComplete MUST be Fail until re-run.
15. Repeat the review -> remediation loop until findings are resolved, deduped as ignorable/non-relevant, or no new findings appear.
16. Only surface findings to the user when they require human agency (policy/compliance/cost/trust boundaries, decision boundaries, external source approval, contradictions with explicit assumptions/SSOT, or remediation target is Unknown). Ask for A/R/D only for this reduced set.
17. Hard rule: do not set Status: Approved or PlanningReviewsComplete: Pass if any human-agency items remain unresolved. Stop and request dispositions first.

Validators (deterministic)

• ProblemDefinitionComplete: problem statement, measurable success criteria, constraints, scope/anti-scope, decision boundaries. Must be Q/A gated; inline loop only when needed.
• FeatureClarity: evaluation criteria, assumptions/tests, ranked risks with status, alternatives rejected, >=1 failure mode. Must be Q/A gated after critical-ideation; inline loop only when needed.
• TechnicalClarity: integration points named, failure modes per integration point, risks/assumptions updated, invariants respected.
• PlanReadiness (presence + structure + evidence; not “looks complete”):
  • PlanTier: Lite (minimum):
    • file deltas exist and include explicit owner and rationale
    • workstreams include dependencies, merge points, and owned files
    • phases include evidence-based exit criteria and at least minimal build-time gates
    • test matrix includes “where it runs” (CI vs local vs deployed)
    • rollout includes rollback trigger + rollback steps
  • PlanTier: Full (execution-grade, deterministic):
    • agent roster exists (owner -> responsibilities mapping) in ## Implementation Plan
    • every workstream has explicit fields: Owner, Depends on, Review gates, Merge point
    • every phase has explicit fields: Owner(s), Depends on, Exit criteria (evidence), Gates (named)
    • gate definitions exist (named gates like G-CI-Unit, G-DEPLOY-Smoke) and each includes:
      • where it runs (CI | Local | Deployed)
      • entrypoint/command (or named test runner target)
      • what “green” means
    • each merge point/phase references gate names (or includes concrete commands/entrypoints)
    • test plan includes “where it runs” (CI vs deployed) explicitly, not implied
    • dependency sanity: if any workstream/phase declares Depends on, the phase ordering does not contradict it (no backwards dependency)
    • no placeholder language in gates (e.g., “run smoke tests”) without naming the gate(s) and where/how they run
    • the following “hard questions” MUST be decided or DR-deferred with trigger (PlanTier: Full):
      • migration tooling (Alembic vs raw SQL)
      • cutover criteria (when fallback is removed)
      • cache staleness policy (TTL default/max; invalidation yes/no)
      • Tier B2 onboarding readiness (provisioning/active status & 503 behavior)
• PlanStateSanity (blocks false “Approved/Execution”):
  • Do NOT allow Status: Approved or CurrentStage: Build/Execution if:
    • any gate is not Pass, OR
    • Open questions contains any item with Status: Open (or missing Status), OR
    • ambiguity markers remain in critical areas (Problem/Technical/Implementation/Decision Log), including: TBD, to be decided, choose later, or decide later
      • unless the ambiguity is explicitly captured as a Decision boundary (A/B/C) or a DR-backed Defer with a trigger.
• PlanningReviewsComplete: required reviews done with dispositions logged; expert-tech either done or N/A with rationale.
  • Stale review detection (mechanical):
    • Each required review block MUST include a refreshed stamp in one of these canonical forms:
      • Refreshed: YYYY-MM-DD (preferred), OR
      • (refreshed YYYY-MM-DD) (legacy, allowed for backward compatibility)
    • If no refreshed stamp is present for any required review, treat reviews as stale -> gate fails.
    • If plan LastUpdated is later than any required review’s refreshed stamp, treat reviews as stale -> gate fails.
    • Only pass when required reviews are refreshed for the current plan state.

Gate -> owner skill map (sub-agents)

• ProblemDefinitionComplete -> /problem-definition
• FeatureClarity -> /critical-ideation
• TechnicalClarity -> /technical-planning
• PlanReadiness -> /implementation-planning
• PlanningReviewsComplete -> /planning-reviews

Gate -> Q/A loop mode map (inline)

• ProblemDefinitionComplete -> qa-loop mode=default
• FeatureClarity -> qa-loop mode=default
• TechnicalClarity -> qa-loop mode=comprehension (must run at least once per /plan invocation when moving into/through this gate)
• PlanReadiness -> qa-loop mode=comprehension (must run at least once per /plan invocation when moving into/through this gate)
• PlanningReviewsComplete -> qa-loop mode=disposition

Review auto-remediation routing

• Problem -> /problem-definition
• Feature -> /critical-ideation
• Technical -> /technical-planning
• Implementation -> /implementation-planning
• Context Snapshot -> /implementation-planning
• Decision Log -> orchestrator updates decision boundary options; if unclear, ask the user.

Human-agency definition (operational)

Human-agency items MUST be explicitly decided by the user (use structured questions when possible) and recorded as a Decision Log entry or an explicit “user decision: …” note. Human-agency includes:

• Cost targets that require SKU/region assumptions
• Retention/compliance commitments (e.g., multi-year audit retention)
• Routing boundary decisions (deny-by-default vs fallback behavior)
• Any change that alters the trust boundary or data-handling policy
• Security/privacy posture changes, data residency commitments, or auth boundary changes

Patch strategy (required)

• Only replace the owned section between its header and the next header.
• Do not modify other sections.
• If the section is missing, insert it under the expected header in the template order.

Malformed output definition (flexible mapping)

• Acceptable: content is semantically mappable to the owned section even if formatting differs from the template.
• Malformed: introduces new top-level sections, omits required fields for the gate, or conflicts with an existing section header.
• If malformed, do not write to the plan. Ask the user whether to (a) drop the extra content, (b) map it into the closest section, or (c) re-run the sub-agent with clarifications.

Mapping heuristics (brief)

• Map extra bullets into the closest subsection by label match (e.g., "Risks" -> Risks/Assumptions/Tests).
• If no clear match, hold in Questions and ask the user.

Failure behavior

• If a sub-agent output fails validation, ask the user for clarifications and re-run the sub-agent.
• If the Q/A loop cannot close the gap, set NextRequiredUserAction, keep the gate at N/A, and stop.

Minimal plan policy (anti-overwrite)

• Keep sections as short as possible while still passing the gate.
• Prefer bullets over prose.
• If a section can be satisfied in 3-5 bullets, do not expand it.

Context handling

• Each sub-agent is responsible for collecting minimal necessary context for its section.
• The Implementation Planning sub-agent owns the ## Context Snapshot section and should fill any missing context required for execution, including the agent roster if not already captured.
• Only hard-block when missing context makes a gate unsafe to pass.

Sub-skills used (run as sub-agents unless noted)

• /problem-definition -> sub-agent, Q/A gated (inline loop when needed)
• /critical-ideation -> sub-agent, Q/A gated (inline loop when needed)
• /technical-planning -> sub-agent, Q/A gated (inline loop when needed)
• /implementation-planning -> sub-agent, Q/A gated (inline loop when needed)
• /planning-reviews -> inline or sub-agent, Q/A gated (inline loop when needed)

Output

• Patch the current plan artifact only.
• Reply with a short summary of changes, gate status, and any required user decision.

Additional resources

• Plan template: reference.md

Converted and distributed by TomeVault — claim your Tome and manage your conversions.