Agent Skill
2/7/2026

plan-maker

Create a goal-aligned macro-level roadmap artifact (dev-docs/active/<task>/roadmap.md) by asking clarifying questions and recording assumptions; planning only (no code changes).

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willyu1007
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SKILL.md

Nameplan-maker
DescriptionCreate a goal-aligned macro-level roadmap artifact (dev-docs/active/<task>/roadmap.md) by asking clarifying questions and recording assumptions; planning only (no code changes).

name: plan-maker description: Create a goal-aligned macro-level roadmap artifact (dev-docs/active/<task>/roadmap.md) by asking clarifying questions and recording assumptions; planning only (no code changes).

Plan Maker

Purpose

Produce a single, goal-aligned macro-level roadmap as a Markdown document that can guide execution without modifying the codebase.

When to use

Use the plan-maker skill when:

  • The user wants a saved roadmap/plan artifact under dev-docs/active/ (not just an in-chat outline), unless the change is trivial (< 30 min)
  • The user asks for a plan/phases/implementation plan before coding
  • The user asks to "align thinking first" or "clarify direction" before planning
  • The task is large/ambiguous and benefits from staged execution and verification
  • You need a roadmap artifact saved under dev-docs/active/ for collaboration and handoff

Avoid the skill when:

  • The change is trivial (<30 min) and does not benefit from staged execution/verification
  • A roadmap already exists and only minor edits are needed (update the existing roadmap instead)

Inputs

  • Task goal (required)
    • If the goal is ambiguous or missing critical constraints, you MUST ask clarifying questions before drafting the roadmap.
  • Requirements source (optional):
    • Existing document: User provides a path to an existing requirements document; plan-maker reads and extracts key points
    • Interactive collection: Collect requirements through Q&A dialogue with the user
    • Both: Read existing document AND supplement with interactive Q&A
  • Requirements alignment mode (optional):
    • If user requests "align thinking first" or "clarify direction", generate requirements document to dev-docs/active/<task>/requirement.md before creating roadmap
    • See ./templates/requirement.md for the requirements document template

Outputs

  • dev-docs/active/<task>/roadmap.md (always)
    • <task> is a short filesystem-safe slug derived from the goal and confirmed with the user.
  • dev-docs/active/<task>/requirement.md (optional, when requirements alignment mode is active)
    • Generated when user requests "align thinking first" or provides existing requirements document
  • Host plan-mode artifact(s) (optional, read-only input)
    • May exist in the host runtime (Cursor/Codex/other planning surfaces); treat as seed input only and do not overwrite from this skill.

Plan-mode interoperability

  • Runtime signal contract:
    • Planning mode is active only when a reliable runtime signal exists (for example, collaboration_mode=Plan) or the user explicitly confirms it.
    • If the signal is missing, ask the user once.
    • If the signal remains unavailable and user confirmation is unavailable, continue as non-Plan mode and record that assumption.
  • Seed artifact discovery order:
    1. User-provided artifact paths
    2. Runtime-provided host plan artifact paths
    3. dev-docs/active/<task>/requirement.md (when present or generated in Phase 0)
    4. Existing dev-docs/active/<task>/roadmap.md (update flow only)
  • Merge and conflict policy (required):
    • Build the roadmap draft using set-union over available seed artifacts.
    • Resolve conflicts using this strict precedence:
      1. Latest user-confirmed instruction
      2. requirement.md
      3. Host plan-mode artifact
      4. Model inference
    • If conflicts remain unresolved, record them under roadmap open questions/assumptions and do not silently drop them.
  • Consistency baseline for dual artifacts:
    • If both host plan artifact and roadmap exist, keep semantic consistency for goal, boundaries, constraints, milestone/phase ordering, and acceptance criteria.
    • dev-docs/active/<task>/roadmap.md remains repository SSOT.

Steps

Phase 0 — Requirements alignment (optional)

StepConditionAction
0User asks "align thinking first" OR provides requirements docProceed to 0a; else skip to Phase 1
0aExisting doc providedRead + extract (goal, use cases, boundaries, constraints) + confirm
0aInteractive collectionAsk: core goal, use cases (2-5), non-goals, constraints + confirm
0bAlignment mode activeSave to dev-docs/active/<task>/requirement.md + confirm before Phase 1

Phase 1 — Roadmap creation (core)

StepActionNotes
1Detect planning-mode contextUse runtime signal when available; otherwise ask user once
2Discover seed artifactsFollow the required discovery order
3Restate goal + confirm directionOne sentence
4Ask clarifying questions OR record assumptionsScope, non-goals, success criteria, constraints
5Propose + confirm <task> slugkebab-case; skip if confirmed in Phase 0
6Draft roadmap using ./templates/roadmap.mdMacro-level: phases, deliverables, verification, risks, rollback
7Save to dev-docs/active/<task>/roadmap.mdRequired
8Return handoff messageGoal, save path, next 3 actions

Step 6 constraints:

  • Include "Project structure change preview" section (may be empty)
  • Prefer directory-level paths; use (none) or <TBD> if unknown
  • Do NOT guess project-specific paths without evidence
  • Include input trace and merge/conflict decisions in the roadmap draft
  • If plan-mode artifacts are available, use them as first-pass inputs and merge by union
  • Apply the strict precedence order for conflicts (user-confirmed > requirement.md > host artifact > inference)
  • If planning-mode signal is unavailable and user confirmation is unavailable, proceed as non-Plan mode and record the assumption

Phase 2 — dev-docs linkage (conditional)

ConditionAction
Task meets Decision Gate (>2h OR multi-session OR high-risk OR cross-cutting)Prompt user: "Create full dev-docs bundle?"
User confirmsProceed with the dev-docs task bundle workflow using the roadmap as input
Criteria not metNote in handoff: roadmap is sufficient

Verification

  • Goal is restated and (where needed) confirmed with the user
  • Ambiguities are resolved or recorded as explicit open questions/assumptions
  • (If alignment mode) Requirements document saved to dev-docs/active/<task>/requirement.md
  • (If alignment mode) User confirmed requirements understanding before roadmap creation
  • Planning-mode signal was checked; if missing, user was explicitly asked once before assuming non-Plan mode
  • Seed artifact discovery order was applied and recorded
  • Merge/conflict resolution applied strict precedence (user-confirmed > requirement.md > host artifact > inference)
  • Unresolved conflicts are preserved as open questions/assumptions
  • (If dual artifacts) Goal, boundaries, constraints, phases, and acceptance criteria are semantically consistent
  • Roadmap includes phases and per-step deliverables
  • Roadmap includes "Project structure change preview" section (may be empty)
  • Roadmap defines verification/acceptance criteria and a rollback strategy
  • Roadmap is saved to dev-docs/active/<task>/roadmap.md
  • dev-docs Decision Gate evaluated; user prompted for full bundle if criteria met
  • No application/source/config files were modified

Boundaries

  • MUST NOT modify application/source code, project configuration, or database state
  • MUST ask clarifying questions when the goal or constraints are ambiguous
  • MUST NOT invent project-specific facts (APIs, file paths, schemas) without evidence
  • MUST NOT assume planning mode unless a runtime signal exists or the user explicitly confirms it
  • MUST default to non-Plan mode when no reliable signal or user confirmation is available, and record this assumption
  • MUST treat dev-docs/active/<task>/roadmap.md as repository SSOT
  • MUST apply conflict precedence: user-confirmed > requirement.md > host plan artifact > inference
  • When the user requests a persistent plan artifact, write the roadmap to dev-docs/active/<task>/roadmap.md instead of keeping it only in chat, unless the change is trivial (< 30 min)
  • If the user asks to implement immediately but the task is non-trivial, produce the roadmap first, then ask for confirmation to proceed with execution in a follow-up turn.
  • If the task meets the dev-docs Decision Gate, prompt the user whether to create a full dev-docs task bundle.
  • If the user confirms bundle creation, proceed with the dev-docs task bundle workflow in a follow-up turn.
  • SHOULD keep the roadmap macro-level; deep design details belong in separate documentation artifacts
  • SHOULD NOT include secrets (credentials, tokens, private keys) in the roadmap
  • SHOULD preserve semantic consistency across dual artifacts while documenting intentional divergences
  • PRODUCES macro-level roadmaps: phases, scope, impact, risks, rollback strategy
  • PRODUCES requirements documents (when alignment mode is active)
  • DOES NOT produce implementation-level documentation (architecture diagrams, step-by-step code guides, pitfalls logs)
  • The roadmap is a planning artifact; detailed implementation docs belong to a separate documentation bundle

Included assets

  • Templates:
    • ./templates/roadmap.md (roadmap document)
    • ./templates/requirement.md (requirements alignment document)
  • Reference: ./reference/detailed-docs-convention.md (optional file layout convention)
  • Example: ./examples/sample-roadmap.md
Skills Info
Original Name:plan-makerAuthor:willyu1007