openup-create-iteration-plan

Plan iteration based on current state and roadmap

6 stars

Best use case

openup-create-iteration-plan is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Plan iteration based on current state and roadmap

Teams using openup-create-iteration-plan should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/openup-create-iteration-plan/SKILL.md --create-dirs "https://raw.githubusercontent.com/GermanDZ/open-up-for-ai-agents/main/docs-eng-process/.claude-templates/skills/openup-create-iteration-plan/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/openup-create-iteration-plan/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How openup-create-iteration-plan Compares

Feature / Agentopenup-create-iteration-planStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Plan iteration based on current state and roadmap

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# Create Iteration Plan

This skill generates an iteration plan from the OpenUP template.

## When to Use

Use this skill when:
- Starting a new iteration and need to plan work
- In Construction phase planning iterations
- Need to select tasks from roadmap for iteration
- Assigning tasks to team members
- Defining iteration success criteria

## When NOT to Use

Do NOT use this skill when:
- Looking to start iteration (use `/openup-start-iteration`)
- Need to create roadmap (use project management)
- Iteration plan exists and only minor updates needed (edit directly)
- In Inception phase (use phase activities instead)

## Success Criteria

After using this skill, verify:
- [ ] Iteration plan file exists
- [ ] Iteration goal is clearly defined
- [ ] Tasks are selected from roadmap
- [ ] Task assignments are made
- [ ] Success criteria are specified

## Process

### Load Project Config (context + rules — do this first)

Before drafting, layer in project-owned context and rules so the artifact reflects
facts and standards the framework can't infer. Full mechanism + precedence:
`docs-eng-process/project-config.md`.

1. If `docs/project-config.yaml` exists, read it. If it is **absent, skip this
   step** — framework defaults apply unchanged.
2. Inject `context:` into your working prompt wrapped in
   `<project-context>…</project-context>`, and `rules.<TYPE>` (if present) wrapped
   in `<project-rules>…</project-rules>`. For this skill `<TYPE>` is **`iteration-plan`**.
3. Project rules are **additive** to the framework rubric — precedence is
   **framework rubric → project rules → task-spec safeguards**. A project rule may
   add a criterion but may **not** waive a framework rubric criterion or a safeguard.
4. Before marking this artifact complete, confirm every injected `<project-rules>`
   item is satisfied alongside the framework rubric.

### 1. Read Project Status

Read `docs/project-status.md` to get:
- Current phase
- Current iteration
- Iteration goals

### 2. Read Roadmap

Read `docs/roadmap.md` to identify:
- Pending tasks appropriate for this iteration
- Task priorities and dependencies

### 3. Determine Iteration Number

Use `$ARGUMENTS[iteration_number]` or auto-increment from current iteration.

### 4. Copy Template

Copy `docs-eng-process/templates/iteration-plan.md` to `docs/phases/<phase>/iteration-<n>-plan.md`

### 5. Fill in Iteration Plan

Update with:
- **Iteration number** and dates
- **Iteration goal**: Derived from roadmap and phase objectives
- **Selected tasks**: From roadmap, prioritized for this iteration
- **Task assignments**: Which roles will handle each task
- **Success criteria**: How to know the iteration succeeded
- **Risk assessment**: Any iteration-specific risks

### 6. Validate Completeness

Ensure the iteration plan includes:
- Clear iteration goal
- List of tasks to complete
- Task assignments
- Success criteria
- Iteration timeline

## Output

Returns:
- Path to iteration plan
- List of tasks planned
- Recommended team composition

## Common Errors

| Error | Cause | Solution |
|-------|-------|----------|
| Template not found | Template path incorrect | Verify `docs-eng-process/templates/iteration-plan.md` exists |
| No tasks available | Roadmap is empty or all tasks complete | Review roadmap and add pending tasks |
| Invalid iteration number | Iteration number conflicts or gaps | Verify current iteration from project-status |

## References

- Iteration Plan Template: `docs-eng-process/templates/iteration-plan.md`
- Project Manager Role: `docs-eng-process/openup-knowledge-base/core/role/roles/project-manager-4.md`

## See Also

- [openup-start-iteration](../../openup-workflow/start-iteration/SKILL.md) - Begin new iteration
- [openup-complete-task](../../openup-workflow/complete-task/SKILL.md) - Mark iteration tasks complete
- [openup-construction](../../openup-phases/construction/SKILL.md) - Construction iteration planning

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