Identify Issues In Counterpartys Proposed Parenting Plan

---
name: identify-issues-in-counterpartys-proposed-parenting-plan
task_id: trusts-estates-private-client/identify-issues-in-counterpartys-proposed-parenting-plan
description: Focuses the analysis on identifying defects in a proposed parenting plan by comparing the plan’s actual residential schedule to its label, checking the plan against the governing jurisdiction’s mandatory requirements, and evaluating whether the proposed allocation of time and decision-making is internally consistent and practically workable.
activates_for: [planner, solver, checker]
---

# Skill: Identify Issues in Counterparty's Proposed Parenting Plan

## 1. Subject-matter triage

- Treat the proposed parenting plan as both a legal document and a practical operations document.
- First determine whether the plan is a true single-scenario proposal or whether it contains multiple schedule variants, holiday options, or alternative decision-making structures; enumerate each distinct variant before analysis.
- Identify the governing jurisdiction and any pending status items that may affect the analysis, including temporary orders, pending evaluations, or guardian ad litem involvement.
- Separate issues that are mandatory-compliance defects from issues that are negotiable drafting gaps or strategic concerns.

## 2. Failure modes the skill is correcting

- Describing a schedule as equal or unequal based on its label rather than counting actual annual overnights.
- Failing to test the plan against mandatory statutory or rule-based requirements for parenting plans.
- Missing required dispute-resolution machinery, allocation of decision-making authority, or other required plan components.
- Overlooking provisions that are internally inconsistent, practically unworkable, or incomplete in operation.
- Treating relocation language as boilerplate when it may exceed what the governing law authorizes.
- Missing gaps in exchange logistics, vacation selection mechanics, holiday priority, school transitions, or communication protocols.
- Failing to distinguish between a legally deficient term and a term that is acceptable but strategically disadvantageous.
- Concluding that a requested schedule is workable without testing the party’s claimed availability against the actual record.

## 3. Legal frameworks / domain conventions that apply

- Parenting plans are judged against the governing jurisdiction’s statutes, family court rules, local practice, and any applicable standing orders.
- Mandatory provisions often include dispute resolution, exchange mechanics, communications protocols, vacation allocation, holiday priority, decision-making authority, and any required findings or safety-related restrictions.
- If the governing law requires findings tied to a limiting factor, domestic violence concern, or other protective condition, the plan should be checked for whether the required findings and restrictions appear.
- Residential schedules should be evaluated by actual overnights and practical custodial allocation, not by labels such as “shared,” “primary,” or “equal.”
- Holiday and summer provisions should be read together with the regular school-year schedule to test for conflicts, priority rules, and gaps in transition.
- Transportation, exchange location, lateness, missed exchanges, and communication methods should be express; silence in these areas is a predictable source of enforcement disputes.
- Relocation restrictions must be tested against the governing statute and any required notice or approval framework.
- A proposed schedule should be compared to temporary orders and other operative orders to identify changes, reversals, or unsupported departures.
- Where the record reflects unavailable or inconsistent parenting capacity, that evidence is relevant to whether the proposed schedule is realistic.

## 4. Analytical scaffolds

1. Identify the governing jurisdiction and the controlling legal authorities for parenting plans, including any statute, rule, or local requirement that dictates mandatory content.
2. Enumerate each distinct parenting-time scenario, if more than one appears in the source materials, before evaluating any one of them.
3. Count the actual annual overnights for each parent under the proposed schedule, state the totals, and compare the totals to the schedule’s label and practical effect.
4. Review the plan line by line against each mandatory content requirement and note any omitted, partial, or vague provision.
5. Check any relocation, mobility, or geographic-restriction term against the controlling statute and flag any restriction that appears broader than authorized.
6. Analyze the summer, holiday, and school-break provisions for notice deadlines, priority rules, overlap resolution, and whether the regular schedule resumes when special time ends.
7. Test transportation and exchange provisions for completeness: who transports, where exchanges occur, what happens if a parent is late or unavailable, and whether a default rule exists.
8. Compare the proposed schedule to temporary orders and any other operative parenting arrangement to determine whether the proposal is a substantive change and whether the record supports that change.
9. Compare asserted parenting availability against evidence of work, travel, or other constraints that may make the proposal unrealistic.
10. Assign an ordinal severity to each issue and tie the severity to whether the problem is mandatory, operational, or negotiable.

## 5. Vertical / structural / temporal relationships

- Use temporary orders as the baseline in effect unless the source materials clearly indicate another operative schedule.
- If a guardian ad litem, evaluator, therapist, or similar neutral has not yet reported, treat the analysis as provisional where those findings may materially affect parenting-time recommendations.
- Track how the proposed plan changes over time: school year, summer, holidays, breaks, and any staged transition period.
- Read decision-making provisions vertically with dispute-resolution, communication, and emergency provisions so the practical chain of authority is clear.
- Read mobility, exchange, and transportation provisions together to determine whether the plan can operate without repeated future disputes.

## 6. Output structure conventions

- Produce a single issue memorandum, not a negotiated draft.
- Use a short opening summary that states the governing context, any pending statuses, and the overall posture of the proposal.
- Include a severity legend at the top using a uniform ordinal scale such as Critical, High, Moderate, and Low, and apply it consistently.
- For each issue, include:
  - severity;
  - the governing authority or rule implicated;
  - the factual deficiency or strategic concern;
  - the practical or legal consequence;
  - the recommended counter-provision or corrective action.
- For each legal proposition, name the controlling authority by statute, rule, or other recognized authority if known from the source set or generally applicable law.
- When discussing schedule allocations, state the actual overnight distribution and the resulting practical characterization.
- When an issue depends on multiple documents, cross-reference the interacting provisions rather than analyzing the plan in isolation.
- End with a distinct Recommended Actions block that gives imperative next steps, identifies the responsible role, and ties each step to a timing anchor drawn from the record or, if none exists, a relative urgency tied to the case posture.
- Include an “acceptable provisions” section only for terms that are workable as written and should be preserved or used as a baseline in negotiations.