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roadmap-to-improve-plans

Use when turning a roadmap, repo priorities, architecture priorities, chosen opportunities, accepted feature outlines/plans, or “roadmap to plans” request into grouped improvement plan batches for future executors. Writes README.md indexes, 001-*.md/NNN-style plans, optional memo-*.md files, verification gates, drift checks, STOP conditions, rejected approaches, and executor handoff notes.

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Roadmap to Improve Plans

Turn selected strategic-roadmap opportunities or accepted feature slices into grouped batches of numbered improvement plans. This is the wide planning stage: preserve the audit judgment, feature decisions, and architecture diagnosis behind each selected item, then turn it into enough detail for future executors to work safely.

Treat plan writing as meta-work: the output should improve future execution loops by carrying forward impact, risk, confidence, design claims, regression checks, approval boundaries, and STOP conditions.

This owns this pipeline's NNN plan-bank contract directly.

Source Frame

Before writing plans, load what applies:

  • The selected .agents/ROADMAP.md or equivalent roadmap/opportunity artifact.
  • Accepted feature-planning artifacts when splitting a feature outline or final plan into PR-sized improvement plans.
  • improve for the original audit posture: category, evidence, impact, effort, risk, confidence, fix sketch, and “not worth doing” verdicts.
  • The coding-standards skill as the canonical source for standards concerns. Load only the reference files matching the selected work; do not copy the standards into this skill or the plan.
  • improve-codebase-architecture for architecture/deepening candidates: current friction, shallow-module diagnosis, deletion test, locality/leverage, and recommendation strength.
  • DLS-style exemplar plans when present in the target repo, especially effort indexes, numbered plans, memos, rejected/deferred notes, and reconciliation logs.
  • Project docs and commands: AGENTS.md, README.md, CONTEXT.md, architecture docs, ADRs, package/test config, CI config, and current VCS state.

Workflow

  1. Select plan scope

    • Start from selected roadmap items, accepted feature artifacts, or ask the user which items to plan.
    • Treat one effort directory as one improvement batch: one theme, one outcome, one README index.
    • Split unrelated projects, features, or outcomes into separate batches.
    • Preserve dependency order from the roadmap or feature outline; do not flatten everything into parallel tasks.
  2. Reconcile current state

    • Read current project instructions and existing plans.
    • Check current VCS state and active branch/bookmark so the plan does not assume stale code.
    • Re-open source evidence from the roadmap before planning; old roadmap citations are leads, not facts.
    • Identify exact validation commands and any missing verification baseline.
    • Carry forward the roadmap's definition of “better”; if missing, define the plan-bank success criteria before decomposing work.
    • If credentials or secrets appear, reference only the file path, line, and credential type; never copy secret values into plans.
  3. Decompose into numbered plans

    • Each NNN-*.md should be independently landable or have an explicit dependency on an earlier plan.
    • Preserve the source audit frame for roadmap/audit opportunities: audit category, impact, effort, risk, confidence, evidence, and fix sketch or direction.
    • Preserve the source feature frame for accepted feature artifacts: source design/outline, accepted decisions, phase/slice, dependencies, verification, and implementation routing.
    • Prefer vertical slices over layer-by-layer rewrites.
    • Include architecture/deepening language when relevant: module, interface, depth, seam, adapter, leverage, locality.
    • For architecture plans, carry forward the diagnosis: current friction, deletion test result, locality/leverage claim, recommendation strength, and ADR conflicts if any.
    • Do not pretend an unresolved seam or interface decision is implementation-ready. Route it to feature-planning-artifacts, a research/spike plan, or a memo instead.
    • Use the coding-standards skill to name the standards concern and design claim each plan protects.
  4. Write the effort index and plans

    • Prefer .agents/plans/improvements/<effort-slug>/ unless the repo already has an established planning convention.
    • Use references/index-template.md for README.md.
    • Use references/plan-template.md for each numbered plan.
    • Use references/memo-template.md only when a design fork or handback needs a durable answer.
    • Choose the next available NNN- prefix by inspecting the destination directory.
  5. Mark deeper-planning candidates and autonomy boundaries

    • In the effort index, mark plans that deserve deeper feature-planning treatment because the audit confidence is low, the architecture shape is unsettled, the recommendation is speculative, or user decisions are required.
    • For each plan, state what can be done as routine execution, what needs design review, and what requires human approval.

Plan Requirements

Every numbered plan must be self-contained for an executor with no planning-session context. Assume competence at following explicit instructions and weakness at filling gaps. Each plan must include:

  • source frame: roadmap/audit category, impact, effort, risk, confidence, and fix sketch or direction when available; feature artifact, accepted decision, and slice dependency when splitting a feature;
  • standards concern from the coding-standards skill, when the plan changes code shape;
  • purpose and payoff;
  • definition of “better” for this plan;
  • current-state evidence with paths and line ranges where possible;
  • desired end state;
  • scope and out of scope;
  • implementation sequence at PR-sized granularity;
  • exact automated verification commands;
  • evals or regression checks that catch the change getting worse;
  • manual verification only when it proves something automation cannot;
  • autonomy boundary for routine execution, design review, and human approval;
  • drift checks to run before implementation;
  • STOP conditions for stale assumptions, missing commands, design forks, or failed validation;
  • rejected approaches and why they are not being used;
  • executor handoff notes for a fresh executor.

Architecture plans must also include current friction, deepening direction, deletion-test result, locality/leverage claim, and recommendation strength. If those are unknown, the plan is not ready for routine implementation.

Guardrails

  • Do not implement source changes.
  • Do not write giant all-or-nothing plans.
  • Do not hide unresolved design questions in TODO prose; either stop for deeper planning or write a memo request.
  • Do not turn speculative architecture into implementation instructions; preserve the uncertainty and route it to design review.
  • Do not leave recurring decisions as repeated advice; turn them into a policy, memo, ADR suggestion, or plan-bank rule when durable.
  • Do not keep old shapes by default. Prefer the intended end state unless migration compatibility is required.
  • Do not invent validation commands. If commands are unknown, make establishing the verification baseline an explicit first plan or STOP condition.
  • Do not copy secrets into plans, even as evidence.

Done Criteria

The effort is done when the index explains plan order and readiness, each numbered plan can be handed to a fresh executor, and low-confidence or unsettled architecture work is flagged for deeper planning or design review instead of being marked ready prematurely.

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joshuadavidthomas/agent-skills
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