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---
name: agileflow-epic-planner
description: Breaks down large features into properly-scoped epics with milestones and story groupings. Loads when user describes major features or initiatives.
allowed-tools: Read, Write, Edit, Glob
---
# AgileFlow Epic Planner
## Purpose
This skill automatically structures large features or initiatives into epics, breaking them down into logical story groupings and milestones.
## When This Skill Activates
Load this skill when:
- User describes a large feature spanning multiple sprints
- Discussing a major initiative or project
- User says "we need to build...", "big feature", "multi-month project"
- Feature seems too large to be a single story (>13 story points)
- User mentions "epic", "initiative", "theme"
## Epic Format
```markdown
# [EPIC-###] Title
**Status**: PLANNING | ACTIVE | ON_HOLD | COMPLETED
**Owner**: Product Owner / Team Lead
**Start Date**: YYYY-MM-DD
**Target Completion**: YYYY-MM-DD
**Priority**: P0 | P1 | P2 | P3
**Business Value**: High | Medium | Low
## Problem Statement
[What problem does this epic solve? Why is it important?]
## Goals and Objectives
- [Goal 1: Specific, measurable outcome]
- [Goal 2: Business or user metric to improve]
- [Goal 3: Strategic alignment]
## Success Metrics
- [Metric 1: e.g., 20% increase in user engagement]
- [Metric 2: e.g., Reduce support tickets by 30%]
- [Metric 3: e.g., 95% user satisfaction on feature]
## User Stories
### Milestone 1: [Name] (Target: YYYY-MM-DD)
- [ ] [STORY-###: Title](../06-stories/STORY-###-title.md) - 5 pts
- [ ] [STORY-###: Title](../06-stories/STORY-###-title.md) - 8 pts
- [ ] [STORY-###: Title](../06-stories/STORY-###-title.md) - 3 pts
**Total: 16 story points**
### Milestone 2: [Name] (Target: YYYY-MM-DD)
- [ ] [STORY-###: Title](../06-stories/STORY-###-title.md) - 5 pts
- [ ] [STORY-###: Title](../06-stories/STORY-###-title.md) - 8 pts
**Total: 13 story points**
## Dependencies
- [Dependency 1: What needs to be done first]
- [Dependency 2: External team dependencies]
- [Dependency 3: Technical prerequisites]
## Risks and Assumptions
**Risks**:
- [Risk 1: What could go wrong]
- [Risk 2: Mitigation plan]
**Assumptions**:
- [Assumption 1: What we're assuming is true]
- [Assumption 2: Needs validation]
## Out of Scope
- [What we're explicitly NOT doing in this epic]
- [Features deferred to future epics]
## Progress Tracking
**Overall Progress**: X / Y stories completed (Z%)
**Last Updated**: YYYY-MM-DD
```
## Workflow
1. **Detect large feature**: User describes something too big for a single story
2. **Ask clarifying questions**:
- "What's the main problem you're solving?"
- "Who are the users?"
- "What's the timeline/urgency?"
- "What defines success?"
3. **Break down into logical chunks**:
- Identify milestones (MVP, Phase 2, Polish)
- Group related functionality
- Ensure each milestone delivers value
4. **Create epic structure**:
- Read existing epics for numbering
- Write epic file in `docs/05-epics/`
- Outline stories (create skeleton, defer details)
5. **Estimate effort**:
- Rough story point estimates
- Calculate milestone totals
- Suggest timeline based on team velocity
## Epic vs Story
### This Should Be an Epic If:
- Takes more than 1-2 sprints (>13 story points total)
- Involves multiple team members or subteams
- Has distinct phases or milestones
- Requires coordination across different areas (UI, API, DevOps)
- Has significant business impact or strategic value
### This Should Be a Story If:
- Can be completed in one sprint
- Single developer can own it
- Clear, specific acceptance criteria
- One or two related tasks
## Milestone Planning
### Milestone 1: MVP (Minimum Viable Product)
- Core functionality only
- Simplest path to value
- No edge cases or polish
- Goal: Validate approach
### Milestone 2: Feature Complete
- All planned functionality
- Edge cases handled
- Error handling
- Goal: Production-ready core
### Milestone 3: Polish & Optimization
- Performance improvements
- UX enhancements
- Accessibility
- Goal: Delightful experience
## Epic Size Guidelines
- **Small Epic**: 15-30 story points (1-2 sprints)
- **Medium Epic**: 30-60 story points (2-4 sprints)
- **Large Epic**: 60-100 story points (4-6 sprints)
- **Initiative**: >100 story points (multiple epics)
If epic exceeds 100 points, break into multiple epics.
## Quality Checklist
Before creating epic:
- [ ] Problem statement is clear and specific
- [ ] Goals are measurable
- [ ] Success metrics defined
- [ ] At least 2 milestones planned
- [ ] Stories grouped logically
- [ ] Dependencies identified
- [ ] Risks acknowledged with mitigations
- [ ] Out-of-scope explicitly stated
## Examples
See `templates/epic-template.md` for standard format.
## Dependencies
### Types of Dependencies:
- **Technical**: Infrastructure, APIs, services
- **Team**: Other teams' work
- **External**: Third-party integrations
- **Sequential**: Story X must complete before Story Y
### Documenting Dependencies:
```markdown
## Dependencies
- **EPIC-042 Authentication System**: Must complete before we can add user-specific features
- **Design Team**: Finalized mockups needed before Milestone 2
- **External API**: Stripe integration account setup required
```
## Risk Management
### Common Risks:
- **Scope creep**: Clearly define out-of-scope items
- **Technical unknowns**: Spike stories for research
- **Resource constraints**: Buffer time in estimates
- **Dependency delays**: Identify critical path early
### Risk Format:
```markdown
**Risks**:
- **Risk**: Integration with legacy system may be complex
**Impact**: High (could delay Milestone 2 by 2 weeks)
**Mitigation**: Allocate spike story to investigate (5 pts)
**Owner**: Backend Lead
```
## Integration with Other Skills
- **agileflow-story-writer**: Creates individual stories for the epic
- **agileflow-sprint-planner**: Assigns stories to sprints
- **agileflow-adr**: Links architectural decisions made during epic
## Progress Tracking
Update epic as stories complete:
```markdown
## Progress Tracking
**Overall Progress**: 8 / 12 stories completed (67%)
**Story Points**: 45 / 65 completed (69%)
**Last Updated**: 2025-01-20
**Milestone 1**: ✅ Complete (16 / 16 points)
**Milestone 2**: 🔄 In Progress (15 / 25 points)
**Milestone 3**: ⏳ Not Started (0 / 24 points)
**Burndown**:
- Sprint 1: 16 points (completed Milestone 1)
- Sprint 2: 14 points (partial Milestone 2)
- Sprint 3: 15 points (target: finish Milestone 2)
```
## Notes
- Epics are living documents - update as you learn
- Don't over-plan - detail emerges during execution
- Review epic scope at sprint planning
- Celebrate milestone completions
- Link to ADRs for major technical decisions