Start a Planning Session

VerifiedSafe

Discovers available specifications from the 'docs/workflow/specification' directory using a script, then invokes the technical-planning skill to create a plan with phases, tasks, and acceptance criteria. Helps when specifications are concluded and ready for planning, guiding the transition from specification to actionable work items.

Sby Skills Guide Bot
DevelopmentIntermediate
706/2/2026
Claude Code
#planning#specification#workflow#project-management

Recommended for

Our review

Initiates a planning session by discovering available specifications and invoking the technical-planning skill.

Strengths

  • Automates discovery of existing specifications and plans
  • Provides clear routing based on current state
  • Prevents jumping to implementation prematurely
  • Integrates with a six-phase workflow

Limitations

  • Relies on a specific shell script located at .claude/scripts/discovery-for-planning.sh
  • Only works when a concluded specification exists
  • Requires user confirmation after migration step
When to use it

Use when you have a concluded specification and need to create a structured plan with phases, tasks, and acceptance criteria.

When not to use it

Avoid if no specification exists or if the specification is still in progress, as the skill cannot proceed without an actionable specification.

Security analysis

Safe
Quality score92/100

The skill runs a predefined discovery script (.claude/scripts/discovery-for-planning.sh) via Bash, but it only reads local state and does not perform destructive operations, exfiltrate data, or execute untrusted input. The script is part of the project's own tooling, and the skill itself does not instruct any risky actions.

No concerns found

Examples

Start Planning from Current Spec
Start a planning session for the current specification.
Initiate Planning Phase
I have a concluded specification. Please begin the planning phase according to the standard workflow.

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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