> ## Documentation Index
> Fetch the complete documentation index at: https://edocs.iamnaime.info.bd/llms.txt
> Use this file to discover all available pages before exploring further.

# project-plan: scope, milestones, RACI, and work breakdown

> Generate a delivery plan covering WBS, three-point estimates, RACI ownership, critical path, risk register, budget, and change management.

The `project-plan` skill produces the top-level delivery plan that every other Engineering Docs document hangs off of. Where a technical specification defines *what* the system must do and an architecture document defines *how* it is structured, this skill defines *who* does the work, in what sequence, against what timeline, and what could derail it. It applies Work Breakdown Structure (WBS) decomposition, three-point estimation, milestone-based planning, and a RACI matrix to remove ambiguity about ownership and schedule before a single line of code is written.

## At a Glance

| Property           | Value                                                   |
| :----------------- | :------------------------------------------------------ |
| **Type**           | Workflow                                                |
| **Output file**    | `.engineering-docs/2-project-plan.md`                   |
| **Estimated time** | 2–4 hours                                               |
| **Depends on**     | `business-concept` (scope, team, timeline, constraints) |
| **Target length**  | 5–8 pages (excluding appendices)                        |

## Best For

* Kicking off any new project or major initiative before implementation planning begins
* Establishing milestones and a delivery timeline that stakeholders outside engineering can track
* Clarifying who owns what when multiple people or teams are involved
* Surfacing schedule, resource, and scope risks before they become delays

## How to Invoke It

<CodeGroup>
  ```bash Claude Code theme={null}
  engineering-docs:project-plan Create a project plan for building a new customer support ticketing platform from scratch.
  ```

  ```bash Gemini CLI theme={null}
  @engineering-docs project-plan We're a team of 4 — write a project plan with milestones and a RACI matrix for our mobile app rewrite.
  ```

  ```bash Generic / any agent theme={null}
  project-plan [project or product name]
  ```
</CodeGroup>

<Note>
  `project-plan` is automatically invoked as Phase 0.5 when you use `using-engineering-docs`. Invoke it directly when you already have a business concept and want to produce only the delivery plan.
</Note>

## Example Scenarios

<CardGroup cols={2}>
  <Card title="New support ticketing platform" icon="ticket">
    "Create a project plan for building a new customer support ticketing platform from scratch."
  </Card>

  <Card title="Mobile app rewrite" icon="smartphone">
    "We're a team of 4 — write a project plan with milestones and a RACI matrix for our mobile app rewrite."
  </Card>

  <Card title="Monolith migration" icon="server">
    "Plan the delivery timeline and dependencies for migrating our monolith to a new framework."
  </Card>
</CardGroup>

## Interview Process

The skill asks a maximum of 2–3 focused questions after loading all prior documents. If the business concept already contains team size, budget, and timeline, those are not re-asked.

**Context loading:** Before asking any questions, the skill reads all prior documents in `.engineering-docs/` and extracts team size, budget, timeline, scope, and features. Only truly missing information triggers a question.

**Skill-specific questions:**

1. **Hard dates** — Are there any externally fixed dates (investor demo, contractual deadline, event) versus soft target dates?
2. **Known dependencies** — Does this project depend on another team, a vendor, not-yet-built infrastructure, or a decision still pending elsewhere?

All questions are delivered one at a time via tool calls — never inline — with multiple-choice options and an "I don't know, you decide" escape hatch.

## Key Concepts

<Accordion title="Work Breakdown Structure (WBS)">
  Decompose the project into progressively smaller deliverables until each leaf item is estimable: typically 1 day–2 weeks of work. The WBS is a tree, not a flat list:

  ```
  Project
  └── Phase
      └── Workstream
          └── Deliverable
              └── Task
  ```

  Deliverables larger than 2 weeks need further decomposition. Deliverables smaller than 1 day should be grouped.
</Accordion>

<Accordion title="Three-Point Estimation">
  For each deliverable, estimate three values:

  * **Optimistic (O):** Best case — everything goes right
  * **Most Likely (M):** Realistic under normal conditions
  * **Pessimistic (P):** Worst case — significant obstacles

  **Expected duration:** `E = (O + 4M + P) / 6`
  **Standard deviation:** `SD = (P - O) / 6`

  This produces a probability-weighted estimate and exposes uncertainty explicitly. Fall back to t-shirt sizing (XS/S/M/L/XL) for early-phase deliverables where detail is insufficient.
</Accordion>

<Accordion title="Critical Path Calculation">
  **Forward pass (earliest start/finish):**

  1. First deliverable with no predecessors: ES = 0
  2. For each deliverable: EF = ES + Duration
  3. For multiple predecessors: ES = max(EF of all predecessors)
  4. Project earliest completion = EF of final deliverable

  **Backward pass (latest start/finish):**

  1. Final deliverable: LF = project earliest completion; LS = LF − Duration
  2. For multiple successors: LF = min(LS of all successors)

  **Float:** `Float = LS − ES` — deliverables with Float = 0 are on the critical path.

  To shorten the timeline, crash (add resources to) or fast-track (parallelize) only critical-path deliverables. Non-critical path work cannot shorten the project.
</Accordion>

<Accordion title="RACI Matrix">
  For every major deliverable, assign:

  * **Responsible** — does the work
  * **Accountable** — owns the outcome; **exactly one person per deliverable**
  * **Consulted** — provides input before decisions
  * **Informed** — notified after decisions

  Ambiguous ownership (two people Accountable, or nobody) is the single most common cause of stalled work. The quality gate will not pass if any deliverable has dual or missing accountability.
</Accordion>

<Accordion title="Change Management Process">
  Scope changes are inevitable. The plan defines the framework upfront:

  1. **Propose** — anyone can submit a change request (RFC, ticket, or email)
  2. **Analyze** — tech lead and PM assess timeline, budget, resource, and dependency impact
  3. **Decide** — sponsor or change board approves or rejects based on impact analysis
  4. **Communicate** — approved changes are broadcast to all stakeholders
  5. **Track** — the change log in the plan document is updated

  Every change request must include timeline impact, budget impact, resource impact, and dependency impact before it goes to approval.
</Accordion>

## What It Produces

The output document (`2-project-plan.md`) covers 13 sections:

<Accordion title="Full output section list">
  1. **Overview** — goal, in-scope/out-of-scope items, key dates
  2. **Work Breakdown Structure** — tree decomposition + estimation detail table with O/M/P/E/SD per deliverable; Definition of Ready checklist per deliverable
  3. **Milestones** — binary Definition of Done, Acceptance Criteria, sign-off owner, quality gate requirement per milestone
  4. **RACI Matrix** — full responsibility assignment; unstaffed roles with hiring owner and target fill date
  5. **Dependencies and Critical Path** — dependency table with ES/EF/LS/LF/Float per deliverable; critical path summary; compression guidance
  6. **Resourcing** — allocation per person; team onboarding plan for new members (ramp-up plan, buddy/mentor, first deliverable, access/tooling)
  7. **Risk Register** — schedule, resource, scope, budget, and external risks with likelihood, impact, and mitigation
  8. **Budget** — per-phase cost estimates (labor, infrastructure, tools, vendor), total with contingency buffer (10–20%), burn rate, cost tracking mechanism, budget risk table
  9. **Quality Assurance** — code review policy, testing strategy per phase, quality gates per milestone, project-wide Definition of Done
  10. **Communication Plan** — RACI for each communication type, cadence, tools
  11. **Change Log** — formal change request tracking with impact analysis
  12. **Retrospective / Learning** — cadence, format, facilitator, action item tracking
  13. **Glossary** — project-specific terms and abbreviations
</Accordion>

## The 7-Phase Generation Process

<Steps>
  <Step title="Phase 1: Socratic Clarification (Mandatory Interview)">
    Load all prior documents. Extract already-known information. Ask at most 2–3 questions about hard dates and known dependencies.
  </Step>

  <Step title="Phase 2: Scope and WBS (60–90 min)">
    Define what is in and out of scope. Decompose into a WBS tree down to estimable deliverables. Apply three-point estimation (or t-shirt sizing for early phases). Flag any deliverable that cannot be estimated for a research spike.
  </Step>

  <Step title="Phase 3: Milestones and Timeline (60 min)">
    Group deliverables into dated milestones with binary Definition of Done, Acceptance Criteria, and sign-off owners. Sequence against team capacity. Define quality gate requirements per milestone.
  </Step>

  <Step title="Phase 4: RACI and Ownership (40–60 min)">
    Assign exactly one Accountable person per deliverable. Flag unstaffed roles with hiring timeline and which deliverables they block. Add a team onboarding section for any roles filled after project start.
  </Step>

  <Step title="Phase 5: Dependency and Critical Path Mapping (40–60 min)">
    Map which deliverables block others. Calculate ES/EF/LS/LF/Float for every deliverable. Identify the critical path chain. Flag the milestone most exposed to slippage. Document compression guidance.
  </Step>

  <Step title="Phase 6: Risk Register (40–60 min)">
    Identify schedule, resource, scope, budget, and external risks. Include risks for unstaffed roles, budget overruns, scope creep, and quality issues discovered late. Assign likelihood, impact, mitigation, and owner per risk.
  </Step>

  <Step title="Phase 7: Revision (After User Review)">
    Apply requested changes, check for conflicts with prior documents, re-run consistency check, update metadata, and confirm with user.
  </Step>
</Steps>

## Common Gotchas

<Warning>
  **Multiple people Accountable for the same deliverable** — the RACI matrix requires exactly one Accountable person per deliverable. Two Accountable people means nobody is accountable. Flag and resolve every instance.
</Warning>

<Warning>
  **Vague milestone definitions like "backend mostly done"** — milestones must be binary (done or not done) and tied to something a stakeholder can observe or verify. "API endpoints deployed and passing integration tests" is a milestone; "backend 80% complete" is not.
</Warning>

<Warning>
  **Skipping the budget section** — even if the user did not provide cost data, the template must include budget placeholders. A project plan without a budget is incomplete.
</Warning>

## Handoff

<CardGroup cols={2}>
  <Card title="Reads From" icon="arrow-down">
    * `business-concept` — problem, users, constraints, scope, timeline, market context
    * `user-personas-behavior` — target users, usage patterns, priority features by persona
    * `technical-specification` — system requirements, technical constraints, integration points
  </Card>

  <Card title="Feeds Into" icon="arrow-up">
    * `implementation-plan` — scope boundaries, timeline constraints, team capacity
    * `test-strategy-document` — quality gates, acceptance criteria, testing cadence per phase
    * `deployment-plan` — timeline, dependencies, go-live milestones, rollback ownership
    * `system-architecture-document` — delivery timeline, team structure, dependencies
    * `ux-flow-specification` — feature prioritization, phased delivery scope
  </Card>
</CardGroup>

## Quality Gate

Before marking this document as `final`, verify:

* [ ] Every deliverable in the WBS has exactly one Accountable person in the RACI matrix
* [ ] All milestones have a binary Definition of Done tied to an observable outcome
* [ ] All milestones have Acceptance Criteria with a sign-off owner and process
* [ ] The critical path is identified and the milestone most exposed to slippage is flagged
* [ ] The risk register covers schedule, resource, scope, and external risk categories (not just technical)
* [ ] Scope boundaries are explicit: what is in scope and what is explicitly out of scope
* [ ] Budget section exists with per-phase estimates, total budget, and burn rate (or is flagged TBD)
* [ ] Quality gates are defined per milestone (test pass rate, coverage, review requirements)
* [ ] Change management process is defined (proposal, impact analysis, approval authority)
* [ ] Definition of Ready checklist is specified for deliverables
* [ ] Retrospective cadence is established
* [ ] Unstaffed roles are flagged with hiring timeline and risk mitigation
