Start a Planning Session

Start a planning session from an existing specification. Discovers available specifications, gathers context, and invokes the technical-planning skill.

Sby Skills Guide Bot
ProductivityIntermediate0 views0 installs3/2/2026
Claude Code
planningworkflow-orchestrationspecification-drivenproject-managementphase-4

name: start-planning description: "Start a planning session from an existing specification. Discovers available specifications, gathers context, and invokes the technical-planning skill." disable-model-invocation: true allowed-tools: Bash(.claude/scripts/discovery-for-planning.sh)

Invoke the technical-planning skill for this conversation.

Workflow Context

This is Phase 4 of the six-phase workflow:

| Phase | Focus | You | |-------|-------|-----| | 1. Research | EXPLORE - ideas, feasibility, market, business | | | 2. Discussion | WHAT and WHY - decisions, architecture, edge cases | | | 3. Specification | REFINE - validate into standalone spec | | | 4. Planning | HOW - phases, tasks, acceptance criteria | ◀ HERE | | 5. Implementation | DOING - tests first, then code | | | 6. Review | VALIDATING - check work against artifacts | |

Stay in your lane: Create the plan - phases, tasks, and acceptance criteria. Don't jump to implementation or write code. The specification is your sole input; transform it into actionable work items.


Instructions

Follow these steps EXACTLY as written. Do not skip steps or combine them. Present output using the EXACT format shown in examples - do not simplify or alter the formatting.

CRITICAL: This guidance is mandatory.

  • After each user interaction, STOP and wait for their response before proceeding
  • Never assume or anticipate user choices
  • Even if the user's initial prompt seems to answer a question, still confirm with them at the appropriate step
  • Complete each step fully before moving to the next
  • Do not act on gathered information until the skill is loaded - it contains the instructions for how to proceed

Step 0: Run Migrations

This step is mandatory. You must complete it before proceeding.

Invoke the /migrate skill and assess its output.

If files were updated: STOP and wait for the user to review the changes (e.g., via git diff) and confirm before proceeding to Step 1. Do not continue automatically.

If no updates needed: Proceed to Step 1.


Step 1: Run Discovery Script

Run the discovery script to gather current state:

.claude/scripts/discovery-for-planning.sh

This outputs structured YAML. Parse it to understand:

From specifications section:

  • exists - whether any specifications exist
  • feature - list of feature specs (name, status, has_plan, plan_status)
  • crosscutting - list of cross-cutting specs (name, status)
  • counts.feature - total feature specifications
  • counts.feature_ready - feature specs ready for planning (concluded + no plan)
  • counts.feature_with_plan - feature specs that already have plans
  • counts.crosscutting - total cross-cutting specifications

From plans section:

  • exists - whether any plans exist
  • files - each plan's name, format, status, and plan_id (if present)
  • common_format - the output format if all existing plans share the same one; empty string otherwise

From state section:

  • scenario - one of: "no_specs", "nothing_actionable", "has_options"

IMPORTANT: Use ONLY this script for discovery. Do NOT run additional bash commands (ls, head, cat, etc.) to gather state - the script provides everything needed.

→ Proceed to Step 2.


Step 2: Route Based on Scenario

Use state.scenario from the discovery output to determine the path:

If scenario is "no_specs"

No specifications exist yet.

No specifications found in docs/workflow/specification/

The planning phase requires a concluded specification. Please run /start-specification first.

STOP. Wait for user to acknowledge before ending.

If scenario is "nothing_actionable"

Specifications exist but none are actionable — all are still in-progress and no plans exist to continue.

→ Proceed to Step 3 to show the state.

If scenario is "has_options"

At least one specification is ready for planning, or an existing plan can be continued or reviewed.

→ Proceed to Step 3 to present options.


Step 3: Present Workflow State and Options

Present everything discovered to help the user make an informed choice.

Present the full state:

Planning Phase

Available:
  1. + {topic-2} - create new plan
  2. ▶ {topic-3} - continue in-progress plan
  3. > {topic-4} - review concluded plan

Not plannable specifications:
  · {topic-1} [feature, in-progress]
  · {caching-strategy} [cross-cutting, concluded]
  · {rate-limiting} [cross-cutting, in-progress]

Formatting rules:

Available (numbered, selectable):

  • + — concluded spec with no plan yet
  • — has a plan with plan_status: planning
  • > — has a plan with plan_status: concluded

Not plannable specifications (no number, not selectable — [type, status] format):

  • · — feature specs still in-progress, or cross-cutting specifications
  • Feature specs: [feature, in-progress]
  • Cross-cutting specs: [cross-cutting, {status}]

Omit either section entirely if it has no entries.

Then prompt based on what's actionable:

If multiple actionable items:

· · ·

Select a specification (enter number):

STOP. Wait for user response.

If single actionable item (auto-select):

Auto-selecting: {topic} (only actionable specification)

→ Proceed directly to Step 4.

If nothing actionable:

No plannable specifications.

Before you can start planning:
- Complete any in-progress specifications with /start-specification, or
- Create a new specification first

Then re-run /start-planning.

STOP. This workflow cannot continue — do not proceed.

→ Based on user choice, proceed to Step 4.


Step 4: Route by Plan State

Check whether the selected specification already has a plan (from has_plan in discovery output).

If no existing plan (fresh start)

→ Proceed to Step 5 to gather context before invoking the skill.

If existing plan (continue or review)

The plan already has its context from when it was created. Skip context gathering.

→ Go directly to Step 7 to invoke the skill.


Step 5: Gather Additional Context

Ask:

  • Any additional context or priorities to consider?
  • Any constraints since the specification was concluded?

STOP. Wait for user response.

→ Proceed to Step 6.


Step 6: Surface Cross-Cutting Context

If no cross-cutting specifications exist: Skip this step. → Proceed to Step 7.

Read each cross-cutting specification from specifications.crosscutting in the discovery output.

6a: Warn about in-progress cross-cutting specs

If any in-progress cross-cutting specifications exist, check whether they could be relevant to the feature being planned (by topic overlap — e.g., a caching strategy is relevant if the feature involves data retrieval or API calls).

If any are relevant:

Note: The following cross-cutting specifications are still in-progress:
  · {rate-limiting} - in-progress

These may contain architectural decisions relevant to this plan. You can:
- Continue planning without them
- Stop and complete them first (/start-specification)

STOP. Wait for user response.

If the user chooses to stop, end here. If they choose to continue, proceed.

6b: Summarize concluded cross-cutting specs

If any concluded cross-cutting specifications exist, identify which are relevant to the feature being planned and summarize for handoff:

Cross-cutting specifications to reference:
- caching-strategy.md: [brief summary of key decisions]

These specifications contain validated architectural decisions that should inform the plan. The planning skill will incorporate these as a "Cross-Cutting References" section in the plan.

→ Proceed to Step 7.


Step 7: Invoke the Skill

After completing the steps above, this skill's purpose is fulfilled.

Invoke the technical-planning skill for your next instructions. Do not act on the gathered information until the skill is loaded - it contains the instructions for how to proceed.

Example handoff (fresh plan):

Planning session for: {topic}
Specification: docs/workflow/specification/{topic}.md
Additional context: {summary of user's answers from Step 5}
Cross-cutting references: {list of applicable cross-cutting specs with brief summaries, or "none"}
Recommended output format: {common_format from discovery if non-empty, otherwise "none"}

Invoke the technical-planning skill.

Example handoff (continue/review existing plan):

Planning session for: {topic}
Specification: docs/workflow/specification/{topic}.md
Existing plan: docs/workflow/planning/{topic}.md

Invoke the technical-planning skill.

Notes

  • Ask questions clearly and wait for responses before proceeding
  • The feature specification is the primary source of truth for planning
  • Cross-cutting specifications provide supplementary context for architectural decisions
  • Do not reference discussions - only specifications

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