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---
name: planning
description: WHAT - Planning, estimation, task breakdown, and iteration capacity fallback based on Best
Practices. Use before finalizing backlog scope, story/task estimates, or iteration commitments.
origin:
type: first-party
---
# Planning and Estimation (WHAT)
Use this skill when work needs planning, breakdown, estimation, or capacity validation before it becomes final backlog content.
## Default guardrails
1. Apply **`output-handshake`** before producing any final planning artifact: ask where it should live and confirm human review.
2. Prefer project-specific planning rules if the repo, ticket system, or engagement pack defines them. Otherwise use this default.
3. If a work item is being created or refined, pair this with **`work-item`** and the relevant atomic skill.
## What to check
- Scope and goal are clear.
- Work is broken down into manageable items; anything estimated at 5+ points should be considered for splitting.
- Acceptance criteria and dependencies are known enough for estimation.
- Estimation technique is explicit: planning poker, T-shirt sizing, Fibonacci, or the team override.
- Capacity considers availability, holidays, meetings, focus factor, dependencies, and historical velocity.
## References
- `references/default-template.md` - default planning and capacity template
- `references/example-sprint-planning.md` — example sprint planning with work item breakdown, capacity, and risk assessment
- `work-item` - work item hierarchy and creation
- `clickup-cli` - task updates after user approval
