| name | planning-and-research |
| description | Deep web research, competitor scanning, technology evaluation, and implementation planning. Decomposes work into vertical slices, identifies parallel workstreams, tracks assumptions with confidence levels, and designs the critical path for minimum wall-clock time. |
| metadata | {"version":"2.1.0","updated":"2026-05-03","effort":"high","model":"opus"} |
| license | Rutgers |
| compatibility | {"claude-code":">=2.0.0","agentskills":">=1.0.0"} |
| priority | 2 |
| pack | research |
| stage | beta |
| triggers | ["research","plan","competitor"] |
| paths | ["*"] |
03 — Planning and Research
Decompose work into parallel vertical slices using deep web research, competitor scanning, and technology evaluation.
Deep research protocol
Before any non-trivial implementation:
- Web search top 50 results for primary keyphrase
- Read top 10 in depth — extract directives + counter-arguments
- Cross-ref against existing rule mesh
- Confidence-track every claim 0-1
Use web_search_20260209 + web_fetch_20260209 (free when paired with code_execution_20260120).
Competitor scanning
For every website build, run rules/competitor-research.md Phase -1 BEFORE Phase 0:
- Identify top 5-10 audience-comparable sites
- Score each on 100-pt rubric (10 dims × 10pts)
- Set ≥15% beat-floor for Phase 6 loop termination
Technology evaluation
For every new dep / framework / service consideration:
- Already have equivalent? → use it
- Feature truly needed? → if speculative, defer
- License? → OSS free only (per
rules/brian-preferences.md priority order)
- CF compat? → adapter pattern per
rules/cloudflare-hostable-supervisor.md
- Bundle/perf impact? → measure before commit
- Lighter existing solution? → prefer
- Decide: install now · defer · adapter-only · reject + document why
Implementation planning
Decomposition
- Identify atomic units (file × layer)
- Mark dependencies between units
- Distinguish independent vs serial chains
Vertical slicing
Per 06-build-and-slice-loop:
- Each slice ships through every layer (UI → API → DB → tests → deploy)
- Homepage FIRST (no exceptions)
- Slice = one feature, not one layer
Parallelism plan
Per rules/parallel-subagent-economy.md:
- ≥5-min wall-clock saving + independent → fan out
- Sweet spot 3-4 specialists, ceiling 6
- Batch beyond 6 in waves
- Sonnet default; Opus for security/architect/visual-qa overrides
Critical path
- Identify longest dependency chain
- Front-load research that gates implementation
- Parallelize everything off the critical path
- Wall-clock = max(critical_path, max parallel branch)
Assumption tracking
Every assumption logged in _assumptions.md with:
- Claim
- Confidence 0-1
- Evidence sources
- Decision impact if wrong
- Verification trigger
Confidence <0.7 → research more. Per rules/auto-meta-work.md.
Three-Layer Knowledge
Per ~/.claude/CLAUDE.md § Thinking:
- L1 = proven (existing rules + patterns)
- L2 = trending (blog posts, recent papers)
- L3 = first principles (build from scratch)
Prefer L3. Best outcome of research is NOT finding a solution to copy — it's understanding the problem deeply enough to design a better one.
Self-Argue (before major decisions)
Generate strongest counterargument. If you can't defeat it, decision is wrong.
Boil-the-lake
Marginal cost of completeness is near-zero. When complete costs minutes more than shortcut, do complete. Boil lakes, flag oceans.
Output artifacts
_research.json — raw findings, source URLs, confidence
_assumptions.md — tracked claims
PLAN.md — implementation roadmap w/ parallelism plan + critical path
_decisions.md — architectural decisions w/ rationale + alternatives
_brief_summary.txt — 100-word digest for downstream agents