create-plan

---

name: create-plan description: Create a new plan as a Neotoma entity, optionally linked to objectives, releases, or other plans. triggers:

• create plan
• new plan
• create a plan
• /create-plan

---

Create New Plan

Create a new plan entity in Neotoma with title = {{input:title}}.

Follow the complete workflow in foundation/development/plan_workflow.md. Configuration is read from foundation-config.yaml.

This workflow can also be triggered automatically via .claude/rules/plan_detection.mdc when you mention planning-related patterns in natural language (e.g., "create plan", "new plan"). Both paths execute the same workflow.

Workflow Overview

Implements Checkpoint 0 of the plan creation workflow:

1. Collect required plan fields from the user
2. Run alignment check (summary → user confirms)
3. Store plan as a Neotoma plan entity
4. Create relationships to related entities
5. Optionally rebuild the neotoma-plans mirror

Tasks

1. Collect required fields:

   Ask the user for any missing required fields:

   • title — Short, imperative name
   • description — Problem being solved and why it matters
   • scope — What is explicitly in scope
   • out_of_scope — What is explicitly out of scope
   • success_criteria — Measurable conditions for completion
   • status — Default to draft

   Optional fields to offer (collect if relevant):

   • priority (P0/P1/P2/P3)
   • phase
   • target_release
   • deliverables
   • dependencies (canonical names of plans this plan requires)
   • testing_notes
   • observability_notes

2. Alignment check:

   After collecting fields, produce a concise summary:

   • Problem it solves and why it exists
   • What is explicitly in scope and out of scope
   • Critical constraints or invariants

   Ask: "Does this accurately capture what you want this plan to do?"

   Incorporate corrections and re-summarize if changes are substantial. Do not proceed until the user confirms.

3. Store the plan:

   Use store or submit_entity with:

   • entity_type: plan
   • All collected fields as snapshot fields

4. Create relationships (if relevant entities are mentioned or known):

   • REFERS_TO for objectives, releases, or parent plans
   • DEPENDS_ON for plans this plan requires
   • INFORMED_BY for issues, feedback, or research

5. Confirm and offer mirror rebuild:

   Plan stored: {canonical_name}
   
   To refresh plans/ in the repo, run:
     neotoma mirror rebuild --profile neotoma-plans
   

   Do not wait for a response before completing this skill.

Required Documents

Load before starting:

• foundation/development/plan_workflow.md (workflow)
• foundation-config.yaml (configuration)

Inputs

• title (string): Short plan name, e.g. "Add selective mirror profiles"