/plan
Transform feature descriptions into well-structured project plans following conventions
$ npx -y skills add davekilleen/Dex --agent claude-codeHow it fires
How this command gets triggered: by you, by Claude, or both.
- Fires itselfClaude auto-loads it when your prompt matches the work.
- You can call itInvoke it directly when you want it.
- Slash command
/plan
Context preview
What this command does when you run it.
Transform feature descriptions into well-structured project plans following conventions
Command definition
plan.mdname: workflows:plan
description: Transform feature descriptions into well-structured project plans following conventions
argument-hint: "[feature description, bug report, or improvement idea]"
Create a plan for a new feature or bug fix
Introduction
**Note: The current year is 2026.** Use this when dating plans and searching for recent documentation.
Transform feature descriptions, bug reports, or improvement ideas into well-structured markdown files issues that follow project conventions and best practices. This command provides flexible detail levels to match your needs.
Feature Description
<feature_description> #$ARGUMENTS </feature_description>
**If the feature description above is empty, ask the user:** "What would you like to plan? Please describe the feature, bug fix, or improvement you have in mind."
Do not proceed until you have a clear feature description from the user.
0. Idea Refinement
**Check for brainstorm output first:**
Before asking questions, look for recent brainstorm documents in `docs/brainstorms/` that match this feature:
ls -la docs/brainstorms/*.md 2>/dev/null | head -10
**Relevance criteria:** A brainstorm is relevant if:
- The topic (from filename or YAML frontmatter) semantically matches the feature description
- Created within the last 14 days
- If multiple candidates match, use the most recent one
**If a relevant brainstorm exists:** 1. Read the brainstorm document 2. Announce: "Found brainstorm from [date]: [topic]. Using as context for planning." 3. Extract key decisions, chosen approach, and open questions 4. **Skip the idea refinement questions below** - the brainstorm already answered WHAT to build 5. Use brainstorm decisions as input to the research phase
**If multiple brainstorms could match:** Use **AskUserQuestion tool** to ask which brainstorm to use, or whether to proceed without one.
**If no brainstorm found (or not relevant), run idea refinement:**
Refine the idea through collaborative dialogue using the **AskUserQuestion tool**:
- Ask questions one at a time to understand the idea fully
- Prefer multiple choice questions when natural options exist
- Focus on understanding: purpose, constraints and success criteria
- Continue until the idea is clear OR user says "proceed"
**Gather signals for research decision.** During refinement, note:
- **User's familiarity**: Do they know the codebase patterns? Are they pointing to examples?
- **User's intent**: Speed vs thoroughness? Exploration vs execution?
- **Topic risk**: Security, payments, external APIs warrant more caution
- **Uncertainty level**: Is the approach clear or open-ended?
**Skip option:** If the feature description is already detailed, offer: "Your description is clear. Should I proceed with research, or would you like to refine it further?"
Main Tasks
1. Local Research (Always Runs - Parallel)
<thinking> First, I need to understand the project's conventions, existing patterns, and any documented learnings. This is fast and local - it informs whether external research is needed. </thinking>
Run these agents **in parallel** to gather local context:
- Task repo-research-analyst(feature_description)
- Task learnings-researcher(feature_description)
**What to look for:**
- **Repo research:** existing patterns, CLAUDE.md guidance, technology familiarity, pattern consistency
- **Learnings:** documented solutions in `docs/solutions/` that might apply (gotchas, patterns, lessons learned)
These findings inform the next step.
1.5. Research Decision
Based on signals from Step 0 and findings from Step 1, decide on external research.
**High-risk topics → always research.** Security, payments, external APIs, data privacy. The cost of missing something is too high. This takes precedence over speed signals.
**Strong local context → skip external research.** Codebase has good patterns, CLAUDE.md has guidance, user knows what they want. External research adds little value.
**Uncertainty or unfamiliar territory → research.** User is exploring, codebase has no examples, new technology. External perspective is valuable.
**Announce the decision and proceed.** Brief explanation, then continue. User can redirect if needed.
Examples:
- "Your codebase has solid patterns for this. Proceeding without external research."
- "This involves payment processing, so I'll research current best practices first."
1.5b. External Research (Conditional)
**Only run if Step 1.5 indicates external research is valuable.**
Run these agents in parallel:
- Task best-practices-researcher(feature_description)
- Task framework-docs-researcher(feature_description)
1.6. Consolidate Research
After all research steps complete, consolidate findings:
- Document relevant file paths from repo research (e.g., `app/services/example_service.rb:42`)
- **Include relevant institutional learnings** from `docs/solutions/` (key insights, gotchas to avoid)
- Note external documentation URLs and best practices (if external research was done)
- List related issues or PRs discovered
- Capture CLAUDE.md conventions
**Optional validation:** Briefly summarize findings and ask if anything looks off or missing before proceeding to planning.
2. Issue Planning & Structure
<thinking> Think like a product manager - what would make this issue clear and actionable? Consider multiple perspectives </thinking>
**Title & Categorization:**
- [ ] Draft clear, searchable issue title using conventional format (e.g., `feat: Add user authentication`, `fix: Cart total calculation`)
- [ ] Determine issue type: enhancement, bug, refactor
- [ ] Convert title to filename: add today's date prefix, strip prefix colon, kebab-case, add `-plan` suffix
- Example: `feat: Add User Authentication` → `2026-01-21-feat-add-user-authentication-plan.md`
- Keep it descriptive (3-5 words after prefix) so plans are findable by context
**Stakeholder Analysis:**
- [ ] Identify who will be affected
Read more
name: workflows:plan description: Transform feature descriptions into well-structured project plans following conventions argument-hint: "[feature description, bug report, or improvement idea]"
Create a plan for a new feature or bug fix
Introduction
**Note: The current year is 2026.** Use this when dating plans and searching for recent documentation.
Transform feature descriptions, bug reports, or improvement ideas into well-structured markdown files issues that follow project conventions and best practices. This command provides flexible detail levels to match your needs.
Feature Description
<feature_description> #$ARGUMENTS </feature_description>
**If the feature description above is empty, ask the user:** "What would you like to plan? Please describe the feature, bug fix, or improvement you have in mind."
Do not proceed until you have a clear feature description from the user.
0. Idea Refinement
**Check for brainstorm output first:**
Before asking questions, look for recent brainstorm documents in `docs/brainstorms/` that match this feature:
ls -la docs/brainstorms/*.md 2>/dev/null | head -10
**Relevance criteria:** A brainstorm is relevant if:
- The topic (from filename or YAML frontmatter) semantically matches the feature description
- Created within the last 14 days
- If multiple candidates match, use the most recent one
**If a relevant brainstorm exists:** 1. Read the brainstorm document 2. Announce: "Found brainstorm from [date]: [topic]. Using as context for planning." 3. Extract key decisions, chosen approach, and open questions 4. **Skip the idea refinement questions below** - the brainstorm already answered WHAT to build 5. Use brainstorm decisions as input to the research phase
**If multiple brainstorms could match:** Use **AskUserQuestion tool** to ask which brainstorm to use, or whether to proceed without one.
**If no brainstorm found (or not relevant), run idea refinement:**
Refine the idea through collaborative dialogue using the **AskUserQuestion tool**:
- Ask questions one at a time to understand the idea fully
- Prefer multiple choice questions when natural options exist
- Focus on understanding: purpose, constraints and success criteria
- Continue until the idea is clear OR user says "proceed"
**Gather signals for research decision.** During refinement, note:
- **User's familiarity**: Do they know the codebase patterns? Are they pointing to examples?
- **User's intent**: Speed vs thoroughness? Exploration vs execution?
- **Topic risk**: Security, payments, external APIs warrant more caution
- **Uncertainty level**: Is the approach clear or open-ended?
**Skip option:** If the feature description is already detailed, offer: "Your description is clear. Should I proceed with research, or would you like to refine it further?"
Main Tasks
1. Local Research (Always Runs - Parallel)
<thinking> First, I need to understand the project's conventions, existing patterns, and any documented learnings. This is fast and local - it informs whether external research is needed. </thinking>
Run these agents **in parallel** to gather local context:
- Task repo-research-analyst(feature_description)
- Task learnings-researcher(feature_description)
**What to look for:**
- **Repo research:** existing patterns, CLAUDE.md guidance, technology familiarity, pattern consistency
- **Learnings:** documented solutions in `docs/solutions/` that might apply (gotchas, patterns, lessons learned)
These findings inform the next step.
1.5. Research Decision
Based on signals from Step 0 and findings from Step 1, decide on external research.
**High-risk topics → always research.** Security, payments, external APIs, data privacy. The cost of missing something is too high. This takes precedence over speed signals.
**Strong local context → skip external research.** Codebase has good patterns, CLAUDE.md has guidance, user knows what they want. External research adds little value.
**Uncertainty or unfamiliar territory → research.** User is exploring, codebase has no examples, new technology. External perspective is valuable.
**Announce the decision and proceed.** Brief explanation, then continue. User can redirect if needed.
Examples:
- "Your codebase has solid patterns for this. Proceeding without external research."
- "This involves payment processing, so I'll research current best practices first."
1.5b. External Research (Conditional)
**Only run if Step 1.5 indicates external research is valuable.**
Run these agents in parallel:
- Task best-practices-researcher(feature_description)
- Task framework-docs-researcher(feature_description)
1.6. Consolidate Research
After all research steps complete, consolidate findings:
- Document relevant file paths from repo research (e.g., `app/services/example_service.rb:42`)
- **Include relevant institutional learnings** from `docs/solutions/` (key insights, gotchas to avoid)
- Note external documentation URLs and best practices (if external research was done)
- List related issues or PRs discovered
- Capture CLAUDE.md conventions
**Optional validation:** Briefly summarize findings and ask if anything looks off or missing before proceeding to planning.
2. Issue Planning & Structure
<thinking> Think like a product manager - what would make this issue clear and actionable? Consider multiple perspectives </thinking>
**Title & Categorization:**
- [ ] Draft clear, searchable issue title using conventional format (e.g., `feat: Add user authentication`, `fix: Cart total calculation`)
- [ ] Determine issue type: enhancement, bug, refactor
- [ ] Convert title to filename: add today's date prefix, strip prefix colon, kebab-case, add `-plan` suffix
- Example: `feat: Add User Authentication` → `2026-01-21-feat-add-user-authentication-plan.md`
- Keep it descriptive (3-5 words after prefix) so plans are findable by context
**Stakeholder Analysis:**
- [ ] Identify who will be affected
A personal operating system powered by Claude. Strategic work management, meeting intelligence, relationship tracking, daily planning — all configured for your specific role. No coding required.
Repo: davekilleen/Dex
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