| name | plan-implementation |
| description | Generate SOW, implementation plans, acceptance criteria, and phased backlogs. Decomposes requirements into actionable deliverables. Triggers: plan project, scope feature, write requirements, create SOW, define acceptance criteria. |
| argument-hint | Project or feature to plan (e.g., 'plan migration from REST to GraphQL API') |
| allowed-tools | Read, Write, Grep, Glob |
Planning & Implementation
Purpose
This skill provides the procedural knowledge for the PLAN phase of any project or
task — from initial scoping through detailed implementation planning. It bridges
the gap between "we have an idea" and "the team knows exactly what to build and how."
Core Workflow
Idea/Request
|
v
+--------------------------+
| 1. SCOPE (SOW) | "What are we building and why?"
| Problem -> Solution | Concise, approvable, stakeholder-facing
| -> Feasibility -> KPIs | Template: assets/sow-template.md
+-----------+--------------+
| Approved?
v
+--------------------------+
| 2. PLAN (Implementation) | "How exactly do we build it?"
| Architecture -> Phases | Detailed, actionable, team-facing
| -> Tasks -> Acceptance | Template: assets/implementation-plan-template.md
+-----------+--------------+
|
v
+--------------------------+
| 3. EXECUTE | Handed off to execute-task skill
| Sprint -> Build -> | or domain-specific project agents
| Verify -> Commit |
+--------------------------+
When to Use Which Template
| Situation | Template | Audience |
|---|
| New project proposal / internal pitch | SOW | PM, advisor, client, leadership |
| Approved project ready for development | Implementation Plan | Engineering team, QA, DevOps |
| Quick feature addition | Neither — use execute-task skill directly | Self |
| Complex feature with unknowns | SOW (lightweight) -> Implementation Plan (targeted sections) | Team |
Scoping: The SOW Approach
The SOW (Scope of Work) is the concise approval document — it defines what
we're building, why, for whom, and what success looks like. It does NOT specify
technical implementation details.
SOW Structure (9 sections)
- Project Information — Title, owner, team
- Problem Statement — Context, motivation, current pain points with quantified impact
- Proposed Solution — Concept overview, approach type (automation/AI/hybrid), high-level workflow
- Key Features & Benefits — Efficiency gains, user impact, strategic business value
- Potential Challenges — Technical constraints, organizational risks, mitigations
- Estimated Timeline & Budget — Major phases with rough durations, resource estimates
- KPIs — Technical performance, usability, business value, data integrity, innovation
- Visualizations — Before/after workflow diagrams, process flows
- Architecture Logic — Software/data pipeline overview, integration points, output conditions
Key principle: The SOW should be approachable by non-technical stakeholders while
containing enough technical signal for engineers to estimate feasibility.
Full template: assets/sow-template.md
Implementation Planning
Once the SOW is approved, the implementation plan provides the actionable technical
blueprint. This is the hybrid PRD+SRD — combining product requirements with system
requirements into a single working document.
Plan Structure
- Quick-Start Guide — Elevator pitch, approach summary, phase overview, validation checkpoints
- Project Overview — Executive summary, problem analysis, stakeholder map
- Requirements — Functional (user stories + acceptance criteria), non-functional (performance, security, accessibility)
- System Architecture — Component design, data model, API contracts, technology stack decisions (ADRs)
- Implementation Phases — Sprint/phase breakdown with per-phase metadata convention (see below) and specific deliverables and gate criteria
- Testing Strategy — Unit, integration, E2E, performance, security, UAT approach
- Deployment Plan — Environment strategy, CI/CD, rollback, monitoring
- Operational Handoff — Documentation, training, maintenance procedures
Per-Phase Metadata Convention
Each phase under Section 5 carries a structured 5-field metadata header before its task table. These fields make phase-level execution decisions explicit and auditable:
| Field | Values | Purpose |
|---|
| Priority | HIGH / MEDIUM / LOW (with one-line rationale) | Conveys gating relationship to other phases — what fails if this slips? |
| Session budget | N sessions (or N hours for non-CC work) | Time accounting for capacity planning + post-hoc velocity calibration |
| Parallelizable with | none / <other phase> (with reason) | Surfaces sequencing constraints — what can run concurrently vs. must be ordered |
| Depends on | <prior phase> complete / <external prerequisite> | Phase-level dependency graph — feeds into KG depends_on edges per Wave 8 schema |
| Intervention type | IN-THE-LOOP (active co-decision per batch) / ON-THE-LOOP (review + intervene on exceptions) / DIRECTED (set policy, not each action) | EU AI Act / NIST conventions for human-AI collaboration mode at the phase level |
Format (place between phase header and tier scope / tasks table):
### Phase N — [Title] ([N] sessions)
**Priority**: [HIGH | MEDIUM | LOW] ([rationale])
**Session budget**: [N sessions]
**Parallelizable with**: [none | <phase>] ([reason])
**Depends on**: [<prerequisite>]
**Intervention type**: [IN-THE-LOOP | ON-THE-LOOP | DIRECTED]
**Tasks**:
| Task | Deliverable | Acceptance |
|...
Why these 5 fields specifically:
- Priority synthesizes from
prioritization-frameworks.md reference (RICE / MoSCoW / Kano comparative); kept as a 3-tier classification at the phase level for skim-readability — finer-grained scoring lives at the task level.
- Session budget integrates the
bootstrap-cost.sh instrumentation discipline (LL-29) into phase planning — sessions are the natural unit of CC work; estimating in sessions surfaces compaction/handoff considerations directly.
- Parallelizable with + Depends on together form the dependency graph that feeds Wave 8's KG schema (
depends_on edges) — phases become first-class nodes in the eventual graph, with parallelization possibilities visible at planning time.
- Intervention type integrates the human-AI collaboration model (EU AI Act / NIST
IN-THE-LOOP / ON-THE-LOOP / DIRECTED taxonomy) into per-phase execution — sets explicit expectations for human review cadence per phase rather than as a global default.
Reference example: notes/impl-plan-kb-to-kg-2026-04-28-v2.md §4 (canonical realization across 7 phases of Wave 8 work).
Phase Gate Criteria
Every phase transition requires explicit criteria before proceeding:
| Transition | Gate |
|---|
| Discovery -> Strategy | Problem validated, feasibility confirmed |
| Strategy -> Architecture | Requirements approved, KPIs defined, risks accepted |
| Architecture -> Implementation | Architecture reviewed, designs approved, specs complete |
| Implementation -> Validation | Feature-complete, code reviewed, CI green |
| Validation -> Deployment | Critical bugs resolved, UAT signed off, performance acceptable |
| Deployment -> Operations | Deployed, monitoring active, rollback tested |
Full template: assets/implementation-plan-template.md
Requirements Decomposition
From Vision to User Stories
Product Vision (SOW Section 3)
|
+-- Epic 1: [Major capability]
| +-- Feature 1.1: [Specific feature]
| | +-- User Story 1.1.1: "As a [role], I want [action] so that [benefit]"
| | | +-- Acceptance Criteria: Given [context], When [action], Then [result]
| | +-- User Story 1.1.2: ...
| +-- Feature 1.2: ...
+-- Epic 2: ...
Prioritization Frameworks
| Framework | Best For | Method |
|---|
| RICE | Feature backlogs | (Reach x Impact x Confidence) / Effort |
| MoSCoW | MVP scoping | Must / Should / Could / Won't |
| Kano | UX prioritization | Basic / Performance / Delight classification |
| Value vs. Effort | Quick sprint planning | 2x2 matrix: high-value + low-effort first |
Acceptance Criteria Standards
Every story/task must have acceptance criteria that are:
- Specific — "Renders within 200ms" not "fast"
- Testable — Can be verified by running a command or inspecting output
- Independent — Each criterion verifiable on its own
- Complete — Cover happy path, edge cases, and error conditions
AI-Integrated Project Planning
When the project involves AI/ML components, add these considerations:
- AI Threat Modeling (Phase 0): Assess agentic failure modes before architecture
- Human-AI Collaboration Model: What AI decides vs. what humans approve
- Responsible AI Integration: Bias monitoring, fairness validation, transparency
- AI-Specific Testing: Hallucination detection, drift monitoring, adversarial evaluation
- Wrap, Don't Rewrite: Expose existing tools via MCP; preserve working automation
Integration with Other Extensions
- Orchestrator agent: Invokes this skill when decomposing complex tasks
- execute-task skill: F011 Option A delegation —
execute-task Phase 1
(PLAN) delegates to this skill when work spans 3+ phases, plan body
would exceed ~80 lines, user explicitly requests SOW/implementation plan,
or a stakeholder review gate is in scope. After this skill produces the
SOW + Implementation Plan artifacts, control returns to execute-task
Phase 2 (REVIEW). For lightweight single-phase work, execute-task
authors the plan inline without delegating here.
- assessing-quality skill: Provides quality framework referenced in Phase 6 (testing strategy)
- designing-workflows skill: Produces the workflow diagrams referenced in SOW Section 8
- verifier agent: Validates deliverables against acceptance criteria from this plan
Full-Stack Sprint Coordination
When planning full-stack implementations, consider the dependency graph between layers:
| Pattern | When to Use | Approach |
|---|
| API-first (backend leads ~1 sprint) | Data-heavy apps, complex business logic | Backend builds endpoints -> frontend integrates with real APIs |
| Design-first (frontend leads with mocks) | UX-critical apps, design-driven products | Frontend builds UI with mock data -> backend implements to match |
| Contract-first (parallel) | Clear API contracts, experienced teams | Both develop against shared API spec simultaneously |
Let the project's actual architecture determine which pattern fits — don't default to
one approach for all projects.
Team Formation Advisory (Knowledge Anchor)
When the plan involves team composition or role allocation, consult
knowledge/reference/INDEX.md to access the a-team-database — 22 roles
with CC extension mapping (cc_mapping field) and scaling tiers
(solo / small / medium / enterprise).
Use as a conceptual menu, NOT a checklist. Filter by:
- Project's team size (solo vs medium vs enterprise)
- Active phase(s) from the product-design-cycle (which roles are load-bearing in this phase)
- Pain points surfaced during planning (which roles directly address them)
Suggest only the roles that add value for the specific project. For each
suggested role, map to its recommended CC extension type (agent vs skill
vs command) per the database's cc_mapping field. This grounds team-shape
proposals in a curated reference rather than ad-hoc improvisation.
Mirrors the Team Formation Advisory pattern in
skills/scaffold-project/assets/mode-integrate.md.
References
assets/sow-template.md — Full SOW template
assets/implementation-plan-template.md — Full hybrid PRD+SRD template
knowledge/reference/product-design-cycle.md — Universal 7-phase lifecycle (conceptual framework, not prescriptive)
knowledge/reference/a-team-database.yaml — 22-role team formation reference (Team Formation Advisory pattern)
knowledge/reference/requirements-doc-guide.md — MRD/PRD/SRD deep dive for hybrid plan structure