Plan

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Create work breakdown, allocate resources, and define timeline

Hats
2
Review Agents
1
Review
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Unit Types
Work Breakdown, Resource Plan
Inputs
Charter

Dependencies

Charterproject-charter

Hat Sequence

1

Estimator

Focus: Produce effort estimates for work packages using historical data, expert judgment, or analogous estimation.

Responsibilities:

  • Estimate effort for each work package using documented methodology
  • Document assumptions and confidence levels for each estimate
  • Calibrate estimates against historical data where available
  • Identify high-uncertainty items and recommend contingency buffers

Anti-patterns (RFC 2119):

  • The agent MUST NOT provide single-point estimates without ranges or confidence levels
  • The agent MUST NOT estimate without documented methodology or assumptions
  • The agent MUST NOT ignore historical data on similar work when it is available
  • The agent MUST NOT padd estimates secretly rather than transparently documenting uncertainty
2

Planner

Focus: Decompose the scope into a work breakdown structure with dependencies, resource assignments, and sequencing.

Responsibilities:

  • Create a work breakdown structure covering all in-scope deliverables
  • Identify dependencies between work packages and sequence them appropriately
  • Assign work packages to owners with confirmed availability
  • Define the critical path and identify schedule risks

Anti-patterns (RFC 2119):

  • The agent MUST NOT create a plan at too high a level to be actionable or trackable
  • The agent MUST NOT ignore dependencies between work packages
  • The agent MUST NOT assign work without confirming the assignee has capacity
  • The agent MUST identify the critical path and its implications for schedule flexibility

Review Agents

Completeness

Mandate: The agent MUST verify the plan covers all charter scope items and estimates are well-founded.

Check:

  • The agent MUST verify that every in-scope item from the charter is represented in the work breakdown
  • The agent MUST verify that dependencies are identified and sequencing is logically consistent
  • The agent MUST verify that effort estimates use documented methodology with stated assumptions
  • The agent MUST verify that critical path is identified and schedule risks are flagged

Plan

Criteria Guidance

Good criteria examples:

  • "Work breakdown structure elaborates every in-scope deliverable to work packages of 40 hours or less"
  • "Resource allocation maps each work package to a named owner with confirmed availability"
  • "Critical path is identified with float calculations and contingency buffers at high-risk junctions"

Bad criteria examples:

  • "Plan is done"
  • "Resources are assigned"
  • "Timeline is set"

Completion Signal (RFC 2119)

Project plan MUST exist with work breakdown, resource allocations, dependency map, and critical path identified. Planner MUST have confirmed all scope items from the charter are represented in the work breakdown. Estimator MUST have validated effort estimates using historical data or expert judgment with documented assumptions.