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