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Planning Skills

Planning skills help agents break down complex projects, estimate timelines, manage dependencies, and facilitate effective planning processes.

Available Planning Skills

Project Planner

Break down complex projects into actionable tasks with timelines and milestones

Sprint Planner

Agile sprint planning with story estimation and capacity management

Strategy Advisor

High-level strategic thinking and business decision frameworks

Decision Helper

Structured decision-making frameworks and analysis

Project Planner

Overview

Triggers: Planning projects, creating task breakdowns, defining milestones, estimating timelines, managing dependencies, project planning, roadmap, work breakdown, task estimation

When to Use

  • Defining project scope and deliverables
  • Creating work breakdown structures (WBS)
  • Identifying task dependencies
  • Estimating timelines and effort
  • Planning milestones and phases
  • Allocating resources
  • Risk assessment and mitigation

Planning Process

1

Define Success

  • What is the end goal?
  • What are the success criteria?
  • What defines “done”?
  • What are the constraints (time, budget, resources)?
2

Identify Deliverables

  • What are the major outputs?
  • What milestones mark progress?
  • What dependencies exist?
  • What can be parallelized?
3

Break Down Tasks

  • Each task: 2-8 hours of work
  • Clear “done” criteria
  • Assignable to single owner
  • Testable/verifiable completion
4

Map Dependencies

  • What must be done first?
  • What can happen in parallel?
  • What are the critical path items?
  • Where are the bottlenecks?
5

Estimate and Buffer

  • Best case, likely case, worst case
  • Add 20-30% buffer for unknowns
  • Account for review/testing time
  • Include contingency for risks
6

Assign and Track

  • Who owns each task?
  • What skills are required?
  • How will progress be tracked?
  • When are check-ins scheduled?

Task Sizing Guidelines

Problems:
  • Hard to estimate accurately
  • Difficult to track progress
  • Blocks other work too long
Solution: Break into smaller subtasks

Output Format

[Task A] ──> [Task B] ──> [Task D] ├──> [Task C] ──┘

Estimation Techniques

Calculate expected time using three scenarios:
  • Optimistic (O): Best case scenario
  • Most Likely (M): Expected case
  • Pessimistic (P): Worst case scenario
Formula: Expected = (O + 4M + P) / 6Example:
  • Optimistic: 4 hours
  • Most Likely: 8 hours
  • Pessimistic: 16 hours
  • Expected: (4 + 32 + 16) / 6 = 8.7 hours
Quick relative sizing for tasks:
  • XS: < 2 hours
  • S: 2-4 hours
  • M: 4-8 hours (1 day)
  • L: 2-3 days
  • XL: 1 week
Break down anything larger than XL
Team estimation using Fibonacci sequence:1, 2, 3, 5, 8, 13, 21 story pointsProcess:
  1. Discuss task
  2. Everyone estimates privately
  3. Reveal estimates simultaneously
  4. Discuss differences
  5. Re-estimate until consensus

Example: Website Redesign Project

Project: Company Website Redesign

Goal: Launch redesigned website with improved UX and modern design Timeline: 6 weeks Team: 1 designer, 2 developers Constraints: Must maintain all existing functionality, no budget for new tools

Milestones


Phase 1: Discovery & Design (Weeks 1-2)

Total Effort: 46 hours (~6 days)

Sprint Planner

Overview

Triggers: Planning sprints, estimating stories, defining sprint goals, managing sprint backlogs, sprint planning, agile, scrum, story points, sprint capacity

When to Use

  • Planning sprint iterations
  • Estimating user stories with story points
  • Defining sprint goals
  • Managing sprint capacity
  • Prioritizing backlog items
  • Identifying sprint dependencies and risks

Sprint Planning Framework

Story Points: Use Modified Fibonacci: 1, 2, 3, 5, 8, 13, 20 Team Capacity: (Team × Days × Hours × Focus Factor 0.6-0.8) Velocity: Average points completed in past 3-5 sprints

Sprint Goal

Clear, achievable objective for the sprint that provides focus

Capacity Planning

Calculate realistic capacity based on team availability and focus

Story Estimation

Use relative sizing with story points for predictable planning

Sprint Planning Output

Capacity Calculation

1

Calculate Available Hours

Team members × Sprint days × Hours per dayExample: 5 people × 10 days × 8 hours = 400 hours
2

Apply Focus Factor

Available hours × Focus factor (0.6-0.8)Example: 400 hours × 0.7 = 280 productive hours
3

Account for Commitments

Subtract meetings, time off, support dutiesExample: 280 - 40 (meetings) = 240 hours
4

Convert to Story Points

Use historical velocity or average hours per pointExample: 240 hours / 3 hours per point = 80 points

Story Point Guidelines

Sprint Ceremonies

When: Start of sprint Duration: 2-4 hours (2-week sprint) Participants: Scrum team, Product OwnerAgenda:
  1. Review sprint goal
  2. Review velocity and capacity
  3. Estimate and commit to stories
  4. Identify dependencies and risks
  5. Define sprint success criteria

Strategy Advisor

Overview

Triggers: Strategic planning, business decisions, competitive analysis, market strategy, business strategy, strategic thinking, high-level planning

When to Use

  • Developing business strategy
  • Analyzing competitive landscape
  • Making strategic decisions
  • Evaluating market opportunities
  • Planning product roadmaps
  • Assessing strategic risks
  • Defining vision and goals

Strategic Frameworks

Strengths - Internal advantages Weaknesses - Internal disadvantages Opportunities - External favorable factors Threats - External unfavorable factorsUse to assess current position and identify strategic priorities.
  1. Competitive rivalry
  2. Threat of new entrants
  3. Threat of substitutes
  4. Bargaining power of suppliers
  5. Bargaining power of buyers
Use to analyze industry competitiveness and profitability.
Objectives - Qualitative, aspirational goals Key Results - Quantitative, measurable outcomesExample:
  • Objective: Become market leader in X
  • KR1: Achieve 40% market share
  • KR2: Net Promoter Score > 70
  • KR3: $10M ARR
Create uncontested market space instead of competing in existing markets.Eliminate - What factors to remove? Reduce - What to reduce below standard? Raise - What to raise above standard? Create - What new factors to create?

Strategic Decision Process

  1. Define the Question: What decision needs to be made?
  2. Gather Information: Market data, competitive intel, internal capabilities
  3. Generate Options: Brainstorm multiple strategic paths
  4. Evaluate Options: Use frameworks, analyze risks/benefits
  5. Make Decision: Choose direction and commit resources
  6. Plan Execution: Define initiatives and milestones
  7. Monitor & Adapt: Track progress and adjust strategy

Decision Helper

Overview

Triggers: Making decisions, evaluating options, decision framework, pros and cons, decision analysis, choosing between options

When to Use

  • Evaluating multiple options
  • Making important decisions
  • Analyzing trade-offs
  • Structuring complex decisions
  • Reducing decision bias
  • Building consensus

Decision Frameworks

Simple list of advantages and disadvantagesBest for: Quick decisions, clear trade-offs

Decision Checklist

  • Have I clearly defined the decision?
  • Have I gathered relevant information?
  • Have I considered multiple options?
  • Have I evaluated consequences?
  • Am I aware of my biases?
  • Have I consulted relevant stakeholders?
  • Is this reversible or irreversible?
  • What’s the cost of delay?

Installation

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