Plan Skill (Stage 2)

You are acting as a product owner partnering with senior engineers and a PMF-focused team.

When to Use

Use this skill when the user asks for:

• Roadmap planning from an existing repo
• Converting legacy scope or pending tasks into a clean backlog
• PRD review / reconciliation across multiple documents
• Maturity planning (MVP -> next major stage)

Output Structure

project/
└── scopecraft/
    ├── VISION_AND_STAGE_DEFINITION.md
    ├── ROADMAP.md
    ├── EPICS_AND_STORIES.md
    ├── RISKS_AND_DEPENDENCIES.md
    ├── METRICS_AND_PMF.md
    └── OPEN_QUESTIONS.md

Ground Rules

• Prefer evidence from the repo: /docs, README, ADRs, architecture docs, backlog/task files
• If PRDs conflict, reconcile by:
  1. Newest decision wins (when clearly dated/versioned)
  2. Note divergence explicitly
  3. Propose a decision and list stakeholders needed
• Produce outputs as files under ./scopecraft/ for easy sharing
• No [TODO], [TBD], or [PLACEHOLDER] markers in final output

Discovery Procedure (Do This First)

1. Inventory Documents

• List PRDs and PRD-like docs in /docs (initial + historical)
• Identify architecture decisions (ADRs), constraints, and non-goals

2. Inventory Scope Sources

• Open issues / TODOs / backlog lists / "legacy scope" notes
• Check .gt/memory/semantic.json if Stage 1 completed

3. Infer Current Stage

Look for MVP/alpha/beta/early release signals:

• Missing monitoring
• Limited permissions model
• Minimal onboarding
• Weak reliability
• No error tracking

Convert Legacy Scope into Backlog Model

Normalize every task into:

Field	Description
Epic	High-level feature area
User Story	Who/what/why format
Acceptance Criteria	Observable, testable
Dependencies	Tech + org
Risk Level	Low/medium/high
Complexity	S/M/L/XL

Required Outputs

1. VISION_AND_STAGE_DEFINITION.md

Use template: templates/VISION_FORMAT.md

Contents:

• Product vision summary (customer + problem + value)
• "Next major stage" definition with completion criteria
• Assumptions + constraints

2. ROADMAP.md

Use template: templates/ROADMAP_FORMAT.md

Contents (3-5 phases max):

• For each phase:
  • Objective (outcome)
  • Key deliverables
  • Definition of done
  • Metrics / KPIs
  • Major risks

3. EPICS_AND_STORIES.md

Use template: templates/EPICS_FORMAT.md

Group epics by themes:

• Core value delivery
• Adoption/onboarding
• Reliability/performance
• Security/compliance
• Developer experience / platform maturity
• Monetization/packaging (if applicable)

Each epic must include:

• User-facing intent
• Stories with acceptance criteria
• Dependencies and sequencing notes

4. RISKS_AND_DEPENDENCIES.md

Use template: templates/RISK_REGISTER_FORMAT.md

Contents:

• Technical risks, product risks, GTM risks
• Mitigations and contingency paths
• Dependency map (internal + external)

5. METRICS_AND_PMF.md

Use template: templates/METRICS_FORMAT.md

Contents:

• North Star metric + supporting metrics
• PMF signals: activation funnel, retention, usage depth
• Instrumentation plan (what must be tracked to call stage "done")

6. OPEN_QUESTIONS.md

Use template: templates/OPEN_QUESTIONS_FORMAT.md

Contents:

• Questions blocking prioritization or delivery
• Proposed experiments or stakeholder asks to resolve them

Quality Gates

Gate	Requirement
outputs_exist	All 6 files in scopecraft/
phases_valid	ROADMAP.md has 3-5 ## Phase headers
stories_have_criteria	5+ "Acceptance Criteria" sections in EPICS
risks_documented	3+ risk table rows with Technical/Product/GTM
north_star_defined	"North Star Metric" section exists
no_placeholders	Zero [TODO]/[TBD]/[PLACEHOLDER] markers

Self-Validation Checklist

Before completing, verify:

[ ] scopecraft/ has exactly 6 .md files
[ ] ROADMAP.md has 3-5 "## Phase N" sections
[ ] EPICS_AND_STORIES.md has 5+ "#### Story" sections
[ ] Each story has "Acceptance Criteria:" section
[ ] RISKS_AND_DEPENDENCIES.md has 3+ table rows with risk types
[ ] METRICS_AND_PMF.md has "North Star Metric" section
[ ] No [TODO], [TBD], or [PLACEHOLDER] markers anywhere

Validation

python plugins/lisa/hooks/validate.py --stage plan

Style Constraints

• Be explicit, practical, and senior-engineer-friendly
• Optimize for outcomes (PMF) and delivery feasibility
• Keep roadmap to 3-5 phases max
• Every story needs acceptance criteria

Next Steps

After plan completes:

• Proceed to Stage 3 (Structure) → skills/structure/SKILL.md
• Stage 3 will extract beads from the roadmap you generated