@curie-agent/core 0.2.5 → 0.3.3

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Files changed (64) hide show
  1. package/dist/.tsbuildinfo +1 -1
  2. package/dist/src/context.d.ts.map +1 -1
  3. package/dist/src/context.js +19 -2
  4. package/dist/src/context.js.map +1 -1
  5. package/dist/src/identity-files.d.ts +11 -0
  6. package/dist/src/identity-files.d.ts.map +1 -1
  7. package/dist/src/identity-files.js +38 -177
  8. package/dist/src/identity-files.js.map +1 -1
  9. package/dist/src/index.d.ts +2 -1
  10. package/dist/src/index.d.ts.map +1 -1
  11. package/dist/src/index.js +2 -1
  12. package/dist/src/index.js.map +1 -1
  13. package/dist/src/safety/command-guard.d.ts.map +1 -1
  14. package/dist/src/safety/command-guard.js +35 -1
  15. package/dist/src/safety/command-guard.js.map +1 -1
  16. package/dist/src/safety/snapshot.js +1 -1
  17. package/dist/src/safety/snapshot.js.map +1 -1
  18. package/dist/src/session-store.d.ts.map +1 -1
  19. package/dist/src/session-store.js +32 -23
  20. package/dist/src/session-store.js.map +1 -1
  21. package/dist/src/settings.d.ts +10 -3
  22. package/dist/src/settings.d.ts.map +1 -1
  23. package/dist/src/settings.js +17 -8
  24. package/dist/src/settings.js.map +1 -1
  25. package/dist/src/shell-detect.d.ts +12 -0
  26. package/dist/src/shell-detect.d.ts.map +1 -0
  27. package/dist/src/shell-detect.js +31 -0
  28. package/dist/src/shell-detect.js.map +1 -0
  29. package/dist/src/task-manager.d.ts.map +1 -1
  30. package/dist/src/task-manager.js +13 -9
  31. package/dist/src/task-manager.js.map +1 -1
  32. package/dist/src/task-migration.js +5 -5
  33. package/dist/src/task-migration.js.map +1 -1
  34. package/dist/src/template-utils.d.ts +16 -0
  35. package/dist/src/template-utils.d.ts.map +1 -0
  36. package/dist/src/template-utils.js +72 -0
  37. package/dist/src/template-utils.js.map +1 -0
  38. package/dist/src/turn-loop.d.ts +4 -0
  39. package/dist/src/turn-loop.d.ts.map +1 -1
  40. package/dist/src/turn-loop.js +119 -19
  41. package/dist/src/turn-loop.js.map +1 -1
  42. package/dist/src/unified-task.d.ts +3 -3
  43. package/dist/src/unified-task.d.ts.map +1 -1
  44. package/dist/src/unified-task.js +2 -2
  45. package/dist/src/unified-task.js.map +1 -1
  46. package/package.json +7 -2
  47. package/templates/AGENTS.md +53 -0
  48. package/templates/HEARTBEAT.md +37 -0
  49. package/templates/MEMORY.md +29 -0
  50. package/templates/SOUL.md +28 -0
  51. package/templates/TOOLS.md +29 -0
  52. package/templates/USER.md +35 -0
  53. package/templates/WIKI.md +146 -0
  54. package/templates/settings.json +90 -0
  55. package/templates/skills/deep-research/SKILL.md +273 -0
  56. package/templates/skills/deep-research/references/report-structure.md +149 -0
  57. package/templates/skills/deep-research/references/topic-guides.md +151 -0
  58. package/templates/skills/planning/SKILL.md +222 -0
  59. package/templates/skills/planning/references/business.md +82 -0
  60. package/templates/skills/planning/references/creative.md +111 -0
  61. package/templates/skills/planning/references/events.md +109 -0
  62. package/templates/skills/planning/references/personal.md +107 -0
  63. package/templates/skills/planning/references/templates.md +279 -0
  64. package/templates/skills/wiki/SKILL.md +70 -0
@@ -0,0 +1,149 @@
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+ # Deep Report Structure Template
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+
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+ Use this template when the user asks for a comprehensive report, white paper, literature review,
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+ or any long-form research output. Adapt sections as needed — not every section applies to every topic.
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+
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+ ---
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+
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+ ## Report Template
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+
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+ ```markdown
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+ # [Title: Clear, Specific, Descriptive]
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+
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+ **Prepared for**: [Audience / purpose]
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+ **Date**: [Month Year]
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+ **Research scope**: [Time period covered, geographic scope, source types used]
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+
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+ ---
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+
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+ ## Executive Summary
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+
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+ [3–5 sentences maximum. Answer: What was researched, what are the key findings, and what are
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+ the main implications. This is the only section many readers will read — make it count.]
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+
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+ ---
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+
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+ ## Introduction
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+
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+ **Background**: [Why this topic matters / context]
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+ **Research questions**: [The specific questions this report addresses]
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+ **Scope and limitations**: [What is and isn't covered, and why]
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+ **Methodology**: [How research was conducted: source types, search strategy, evaluation criteria]
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+
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+ ---
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+
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+ ## Section 1: [Core Topic / Foundational Context]
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+
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+ [Establish what is known, agreed upon, and well-documented. This section grounds the reader.]
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+
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+ ### Key findings
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+ - ...
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+
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+ ### Sources basis
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+ [Note what types of sources underpin this section and their quality]
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+
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+ ---
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+
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+ ## Section 2: [Main Analysis / Findings]
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+
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+ [The substantive core of the research. Use sub-sections as needed.]
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+
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+ ### 2.1 [Sub-topic]
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+ ...
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+
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+ ### 2.2 [Sub-topic]
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+ ...
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+
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+ ---
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+
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+ ## Section 3: [Debates, Disagreements, Uncertainty]
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+
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+ [Where experts or sources disagree. Be fair to all serious positions.]
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+
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+ ### Area of disagreement 1
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+ **Position A**: [What some argue, with evidence]
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+ **Position B**: [What others argue, with evidence]
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+ **Assessment**: [What the weight of evidence suggests, or note if genuinely unresolved]
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+
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+ ---
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+
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+ ## Section 4: [Implications / So What?]
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+
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+ [What do these findings mean in practice? Connect back to why the user needed this research.]
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+
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+ ---
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+
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+ ## Section 5: [Gaps & Future Directions] *(optional)*
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+
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+ [What isn't well-studied? What questions remain open? What should the reader watch for?]
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+
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+ ---
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+
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+ ## Conclusions
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+
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+ [Synthesize: What does the body of evidence say? What is the answer to the main question,
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+ with appropriate confidence? What are the most important caveats?]
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+
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+ ---
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+
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+ ## Recommendations *(if applicable)*
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+
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+ [Only include if the user asked for actionable guidance. Base firmly on the evidence above.
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+ Use hedged language: "The evidence suggests...", "Consider...", "If X is true, then..."]
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+
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+ ---
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+
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+ ## Sources
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+
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+ [Annotated bibliography — not just URLs. For each key source, include:]
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+ - Full citation (author, title, publication, date, url)
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+ - Brief note: what it contributes and any relevant caveats (e.g., industry-funded, older study)
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+
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+ Group by: Primary sources | Secondary analysis | Background context
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+
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+ ---
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+
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+ ## Appendix *(optional)*
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+
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+ [Data tables, detailed methodology notes, extended quotes, glossary of technical terms]
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+ ```
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+
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+ ---
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+
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+ ## Length Guidelines
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+
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+ | Report Type | Approximate Length |
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+ |---|---|
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+ | Quick brief | 300–600 words |
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+ | Standard summary | 600–1,200 words |
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+ | Research report | 1,200–3,000 words |
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+ | Comprehensive deep dive | 3,000–6,000 words |
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+ | Literature review / white paper | 5,000+ words |
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+
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+ Always ask the user their preference if not specified — defaulting to the shortest format that fully answers the question is usually best.
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+
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+ ---
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+
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+ ## Tone and Style Calibration
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+
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+ Adjust writing to the user's context:
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+
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+ | Audience | Tone | Jargon level | Citation style |
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+ |---|---|---|---|
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+ | Personal / curious | Conversational, engaging | Low — explain terms | Informal ("According to a 2023 Harvard study...") |
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+ | Business professional | Clear, direct, executive | Medium | Inline with source name |
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+ | Academic | Formal, precise | High (field-appropriate) | APA / MLA / Chicago |
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+ | Journalist | Accessible, vivid | Low-medium | Clear attribution |
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+ | Student | Thorough, explanatory | Medium | As required by assignment |
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+
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+ ---
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+
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+ ## Common Report Mistakes to Avoid
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+
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+ - **Padding**: length without substance — every paragraph should add something
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+ - **Missing the forest for the trees**: lots of facts, no synthesis or conclusion
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+ - **False certainty**: presenting contested findings as settled
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+ - **Burying the lede**: the most important finding should not be on page 4
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+ - **Source monoculture**: citing only one type of source (e.g., only news, only studies)
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+ - **Recency bias**: assuming recent = better without checking quality
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+ - **No practical bridge**: research without connecting to why the user needs it
@@ -0,0 +1,151 @@
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+ # Topic-Specific Research Guides
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+
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+ Reference this file when conducting research in specialized domains.
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+
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+ ---
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+
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+ ## Medical & Health Research
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+
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+ ### Best Sources
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+ - PubMed / MEDLINE — indexed medical research papers
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+ - Cochrane Library — systematic reviews and meta-analyses (highest quality evidence)
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+ - WHO, CDC, NIH, NHS — institutional health guidance
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+ - Major medical journals: NEJM, Lancet, JAMA, BMJ
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+
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+ ### Evidence Hierarchy (strongest → weakest)
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+ 1. Systematic reviews & meta-analyses of randomized trials
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+ 2. Randomized controlled trials (RCTs)
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+ 3. Cohort studies and observational research
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+ 4. Expert consensus / clinical guidelines
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+ 5. Case reports, anecdotes, expert opinion
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+
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+ ### Key Warnings
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+ - Single studies (even published ones) can be wrong or misleading — look for replication
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+ - "Correlation ≠ causation" — observational studies can only suggest links
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+ - Supplement and diet research is often industry-funded — check for conflicts of interest
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+ - Relative risk vs absolute risk: "50% more risk" sounds alarming; "0.001% → 0.0015%" is not
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+ - Always note: individual medical situations vary — encourage consulting a professional for personal health decisions
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+
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+ ### Research Pattern
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+ Search: specific condition/treatment → look for systematic reviews → check professional guidelines → note disagreements between guidelines → identify areas of uncertainty
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+
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+ ---
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+
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+ ## Legal & Regulatory Research
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+
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+ ### Best Sources
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+ - Official government websites (legislation, court rulings, regulatory agencies)
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+ - Legal databases: Google Scholar (case law), court official websites
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+ - Bar association publications
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+ - Academic law journals for analysis
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+
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+ ### Key Principles
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+ - **Jurisdiction matters enormously**: law varies by country, state/province, city
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+ - **Distinguish**: statute (written law) vs case law (court interpretations) vs regulation (agency rules)
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+ - **Currency**: laws change — always note when you found the information
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+ - Emphasize strongly that specific legal situations require a qualified lawyer
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+
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+ ### Research Pattern
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+ Identify jurisdiction → find applicable statute or regulation → find court interpretations → check for recent amendments or cases → note if the law is settled or contested
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+
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+ ---
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+
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+ ## Financial & Market Research
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+
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+ ### Best Sources
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+ - SEC filings (EDGAR) for public company data in the US
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+ - Company annual reports and investor relations pages
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+ - Central bank publications (Federal Reserve, ECB, etc.)
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+ - IMF, World Bank for macroeconomic data
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+ - Established financial news: FT, WSJ, Bloomberg, Reuters
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+ - Industry analyst reports (note: often have buy/sell conflicts)
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+
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+ ### Key Warnings
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+ - Financial forecasts are often wrong — present ranges, not certainties
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+ - Distinguish: historical data (fact) vs projections (opinion/model)
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+ - Be explicit about who funded industry reports
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+ - Investment advice requires professional licensing — don't make specific recommendations; present information
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+
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+ ### Research Pattern
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+ Macro context → industry overview → company/asset specifics → historical performance → risks and counterarguments → expert opinion range
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+
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+ ---
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+
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+ ## Scientific & Academic Research
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+
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+ ### Best Sources
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+ - Google Scholar, Semantic Scholar, arXiv (preprints)
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+ - PubMed, IEEE Xplore (by discipline)
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+ - University institutional repositories
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+ - Peer-reviewed journals in the specific field
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+
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+ ### Key Principles
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+ - **Preprints** (arXiv, bioRxiv) are not peer-reviewed — flag this clearly
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+ - **Peer review is a floor, not a ceiling** — published studies still get retracted or contradicted
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+ - Look for **replication**: single studies that haven't been replicated warrant caution
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+ - **Effect size** matters as much as statistical significance
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+ - Note the study's funding source and any potential conflicts of interest
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+
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+ ### Research Pattern
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+ Find seminal/foundational papers → find recent systematic reviews → identify ongoing debates in the literature → look for consensus statements from scientific bodies → note open questions
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+
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+ ---
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+
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+ ## Historical Research
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+
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+ ### Best Sources
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+ - Academic history books and journal articles
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+ - National archives and libraries
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+ - Digitized primary sources: newspapers, official documents, letters
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+ - Encyclopedias for established facts (Wikipedia as a starting point, not endpoint)
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+ - Oral history archives for recent history
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+
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+ ### Key Principles
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+ - **Primary sources** (documents from the time) vs **secondary sources** (historians' analysis) — both are valuable, serve different purposes
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+ - History is interpreted differently across time and perspective — note historiographical debates
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+ - Be specific about dates, places, and actors — vagueness is a red flag in historical claims
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+ - Distinguish between established historical consensus and revisionist interpretations
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+
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+ ### Research Pattern
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+ Establish basic chronology → identify key actors and causes → find primary source evidence → read historians' interpretations → note where scholars disagree → contextualize in broader history
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+
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+ ---
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+
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+ ## Investigative & Journalistic Research
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+
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+ ### Best Sources
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+ - Investigative journalism outlets: ProPublica, The Intercept, Reuters Investigates
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+ - Public records, FOIA documents
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+ - Court filings (PACER in the US, court websites)
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+ - Non-profit watchdog organizations
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+ - Academic researchers in relevant fields
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+
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+ ### Key Principles
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+ - **Document everything**: note where every fact came from
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+ - **Two-source rule**: important claims need at least two independent sources
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+ - Distinguish **on record** (citable) vs **background** (contextual, not attributed)
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+ - Look for **conflicts of interest** in every source — who funds them? What's their stake?
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+ - **Follow the money**: financial records often reveal motivations
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+
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+ ### Research Pattern
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+ Define the specific claim or question to investigate → find documentary evidence first → identify relevant experts and officials → search for contradicting evidence → assess source motivations → build a chain of evidence
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+
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+ ---
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+
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+ ## Technology Research
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+
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+ ### Best Sources
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+ - Official documentation (for products, standards, APIs)
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+ - Peer-reviewed computer science papers (arXiv, ACM, IEEE)
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+ - Reputable tech journalism: Ars Technica, The Verge, Wired (for general), specialized outlets
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+ - Company blogs (treat as primary source with obvious bias)
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+ - GitHub repositories for open source (community reaction tells you a lot)
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+
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+ ### Key Warnings
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+ - Tech moves fast — check publication dates carefully
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+ - Vendor materials are marketing — cross-reference with independent reviews
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+ - Benchmark results are highly context-dependent
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+ - "AI can do X" claims often require careful reading of what "X" actually means in context
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+
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+ ### Research Pattern
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+ Understand the technology category → find official specifications → find independent testing/reviews → understand limitations and failure modes → compare alternatives → check adoption and community health
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+ ---
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+ name: planning
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+ description: >
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+ Use this skill for any kind of planning task — personal, professional, creative, or logistical.
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+ This covers a broad range: project planning, life planning, event planning, travel planning,
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+ business strategy, goal setting, habit building, content calendars, study plans, home renovation
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+ timelines, wedding planning, meal planning, financial planning, career planning, and more.
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+ Trigger this skill whenever the user wants to organize actions over time, structure a complex
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+ goal into steps, create a roadmap, break down an overwhelming task, prioritize competing demands,
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+ or build a structured schedule or timeline. Trigger even if the request seems casual —
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+ "help me plan my week", "I want to launch a course, where do I start", "how should I approach
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+ renovating my kitchen", "plan a birthday party for 30 people", "I'm overwhelmed, help me organize
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+ my life" — all of these should use this skill. This is NOT limited to software development.
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+ ---
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+
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+ # Planning Skill
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+
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+ A universal skill for helping users create clear, actionable, and realistic plans across any domain of life or work.
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+
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+ ---
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+
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+ ## Core Philosophy
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+
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+ Great planning has three enemies: **vagueness**, **overwhelm**, and **rigidity**. Your job is to:
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+ 1. Make goals concrete and outcomes measurable
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+ 2. Break work into steps small enough to actually start
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+ 3. Build in flexibility so the plan survives contact with reality
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+
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+ Always anchor the plan to the **person's actual context** — their time, energy, resources, constraints, and priorities — not an idealized version.
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+
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+ ---
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+
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+ ## Step 0: Understand Before Planning
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+
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+ Before writing a single bullet point, gather enough context to plan well. The key questions:
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+
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+ | Question | Why It Matters |
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+ |---|---|
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+ | What is the end goal? | Without a destination, you can't map a route |
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+ | What does success look like? | Helps define milestones and "done" |
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+ | What's the timeline / deadline? | Determines pace and tradeoffs |
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+ | What resources are available? | Time, money, people, tools, energy |
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+ | What constraints exist? | Budget limits, non-negotiables, dependencies |
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+ | What's already been done? | Avoid re-planning what's settled |
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+ | What's the biggest risk or unknown? | Informs where to build in buffers |
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+
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+ If you're missing critical info, **ask first** — one focused question at a time. Don't write a plan for the wrong goal.
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+
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+ ---
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+
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+ ## Planning Modes
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+
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+ Choose the right mode based on what the user needs. Often you'll combine modes.
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+
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+ ### 1. 🗺️ Roadmap Planning
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+ *Use when: the user has a big goal with no clear path yet.*
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+
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+ - Define the end state clearly
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+ - Work backwards to identify major milestones
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+ - Group milestones into phases (e.g., Foundation → Build → Launch → Sustain)
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+ - Assign rough timeframes to each phase
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+ - Identify dependencies between milestones
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+
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+ **Output format**: Phased roadmap with milestones and timeframes. See `references/templates.md → Roadmap`.
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+
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+ ---
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+
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+ ### 2. 📅 Timeline / Schedule Planning
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+ *Use when: the user has a deadline and needs to fit work into available time.*
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+
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+ - Anchor to the deadline and work backwards
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+ - Identify fixed dates (events, appointments, dependencies)
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+ - Estimate time for each task honestly — add 20–30% buffer
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+ - Assign tasks to specific days/weeks
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+ - Flag overloaded periods proactively
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+
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+ **Output format**: Week-by-week or day-by-day schedule. See `references/templates.md → Timeline`.
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+
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+ ---
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+
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+ ### 3. 🎯 Goal Decomposition
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+ *Use when: the user has a goal but is overwhelmed and doesn't know where to start.*
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+
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+ - Restate the goal clearly in concrete terms
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+ - Break it into 3–7 major outcomes needed
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+ - For each outcome, list 3–5 specific actions
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+ - Identify the very **first action** — make it small enough to do today
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+ - Surface blockers and unknowns upfront
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+
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+ **Output format**: Goal → Outcomes → Actions tree. See `references/templates.md → Decomposition`.
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+
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+ ---
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+
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+ ### 4. 🏗️ Project Planning
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+ *Use when: the user is managing a multi-person or multi-phase effort with deliverables.*
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+
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+ - Define scope: what's IN and OUT of this project
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+ - List all deliverables
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+ - Map dependencies between tasks
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+ - Assign ownership (if relevant)
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+ - Set checkpoints / review points
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+ - Define risks and mitigations
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+
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+ **Output format**: Project brief + task list with owners and dates. See `references/templates.md → Project`.
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+
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+ ---
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+
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+ ### 5. 📆 Periodic Planning (Weekly / Monthly / Quarterly)
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+ *Use when: the user wants to organize recurring time periods.*
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+
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+ - Review what happened last period (if known)
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+ - Surface priorities and commitments for this period
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+ - Allocate time blocks to categories (work, personal, health, relationships, etc.)
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+ - Set 1–3 "wins" to aim for — not a perfect list, just top priorities
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+ - Leave margin for the unexpected
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+
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+ **Output format**: Time-block schedule + top priorities list. See `references/templates.md → Periodic`.
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+
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+ ---
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+
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+ ### 6. 🎉 Event / Experience Planning
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+ *Use when: the user is organizing an event, trip, celebration, or one-time experience.*
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+
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+ - Define: Who, What, When, Where, How many people, Budget
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+ - Break into: Pre-event tasks | Day-of tasks | Post-event tasks
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+ - Create vendor/supplier list if needed
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+ - Build a communications plan (invites, reminders, follow-ups)
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+ - Identify what can go wrong and have a backup
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+
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+ **Output format**: Event checklist with timeline. See `references/templates.md → Event`.
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+
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+ ---
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+
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+ ### 7. 🔄 Habit & Routine Planning
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+ *Use when: the user wants to build a sustainable system, not a one-time plan.*
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+
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+ - Anchor new habits to existing routines (habit stacking)
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+ - Start smaller than feels necessary — consistency > intensity
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+ - Design the environment to reduce friction
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+ - Define a tracking method
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+ - Build in a weekly review moment
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+
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+ **Output format**: Routine design + habit tracker structure. See `references/templates.md → Habit`.
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+
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+ ---
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+
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+ ## Universal Planning Principles
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+
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+ Apply these regardless of the mode:
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+
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+ ### Prioritization
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+ When there's more to do than time allows, help the user prioritize. Use the **Impact × Urgency** lens:
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+ - High impact + urgent → Do first
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+ - High impact + not urgent → Schedule deliberately (these are often neglected)
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+ - Low impact + urgent → Delegate or batch
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+ - Low impact + not urgent → Drop or defer
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+
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+ ### Buffer and Realism
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+ - Most people underestimate time by 30–50%
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+ - Build recovery time after intense periods
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+ - Mark "must haves" vs "nice to haves" explicitly
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+
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+ ### Dependencies
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+ - Identify what must happen *before* something else can start
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+ - Surface these early — they're where plans collapse
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+
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+ ### Energy, Not Just Time
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+ - Help the user match task type to their energy level
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+ - Deep focus work → morning (for most people)
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+ - Admin, email, calls → afternoon
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+ - Creative / brainstorming → after movement or meals
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+
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+ ### The First Next Action
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+ Always end with: *"What's the very first concrete action you'll take?"* This closes the loop between planning and doing.
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+
176
+ ---
177
+
178
+ ## Output Quality Standards
179
+
180
+ A good plan output:
181
+ - Is **specific** (not "work on the project" but "draft the introduction section")
182
+ - Is **time-bound** (has dates, durations, or deadlines)
183
+ - Is **realistic** (accounts for the user's actual schedule)
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+ - Is **actionable** (the next step is clear without more planning)
185
+ - Is **appropriately detailed** (not so granular it's overwhelming, not so vague it's useless)
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+ - Has a **clear visual structure** (tables, phases, or numbered lists depending on content)
187
+
188
+ ---
189
+
190
+ ## Domain-Specific Guidance
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+
192
+ For specialized domains, read the relevant reference file before planning:
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+
194
+ | Domain | Reference File |
195
+ |---|---|
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+ | Business / Startup / Product | `references/business.md` |
197
+ | Personal Life / Wellbeing / Career | `references/personal.md` |
198
+ | Events / Travel / Experiences | `references/events.md` |
199
+ | Learning / Education / Skill Building | `references/learning.md` |
200
+ | Creative Projects (writing, art, content) | `references/creative.md` |
201
+
202
+ ---
203
+
204
+ ## Presenting the Plan
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+
206
+ - Use headers to separate phases or categories
207
+ - Use tables for schedules and timelines
208
+ - Use numbered lists for sequences where order matters
209
+ - Use bullet lists for non-ordered items
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+ - Bold key dates, owners, and critical-path items
211
+ - Always end with a "Next Steps" or "Start Here" section
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+ - Offer to adjust, drill down on a phase, or export as a document
213
+
214
+ ---
215
+
216
+ ## Anti-Patterns to Avoid
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+
218
+ - ❌ **The Perfect Plan Trap**: Don't over-engineer. A 70% good plan that gets started beats a 100% plan that never does.
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+ - ❌ **Planning Without Constraints**: Never ignore time, money, or energy limits — they're the whole game.
220
+ - ❌ **Front-loading Detail**: Don't plan week 6 in detail when week 1 is still unclear. Plan near-term in detail, far-term in rough strokes.
221
+ - ❌ **Missing the Human**: Always consider motivation, fear, habit, and energy — not just tasks and dates.
222
+ - ❌ **No Review Cadence**: Every plan needs a moment to check in, adapt, and course-correct.
@@ -0,0 +1,82 @@
1
+ # Business, Startup & Product Planning
2
+
3
+ Domain-specific guidance for planning in business, entrepreneurship, and product contexts.
4
+
5
+ ---
6
+
7
+ ## Business Planning Areas
8
+
9
+ ### Business / Startup Planning
10
+ Key questions:
11
+ - What problem does this solve and for whom?
12
+ - What's the business model (how does it make money)?
13
+ - What's the competitive landscape?
14
+ - What resources are needed to get to first revenue?
15
+ - What does the founding team look like?
16
+
17
+ Common phases:
18
+ 1. **Validation** — Prove the problem is real and people will pay
19
+ 2. **MVP** — Build the minimum that delivers value
20
+ 3. **Launch** — Get first paying customers
21
+ 4. **Growth** — Replicate and scale what works
22
+ 5. **Scale** — Systematize, hire, expand
23
+
24
+ Use a **lean planning approach**: 1-page plan, test assumptions fast, update often.
25
+
26
+ ### Product Planning
27
+ Key inputs needed:
28
+ - Who is the user / customer?
29
+ - What job are they trying to do?
30
+ - What are the top 3 user problems to solve?
31
+ - What's already been built vs. what's being planned?
32
+ - What's the release cadence (continuous / quarterly / etc.)?
33
+
34
+ Frameworks to apply:
35
+ - **Now / Next / Later roadmap**: Avoid fake precision on distant quarters
36
+ - **User story mapping**: Arrange features by user journey and slice by MVP
37
+ - **RICE scoring**: Reach × Impact × Confidence ÷ Effort for prioritization
38
+
39
+ ### Marketing & Launch Planning
40
+ Structure:
41
+ 1. Define target audience (be specific — not "everyone")
42
+ 2. Set launch goal (signups, revenue, press coverage, etc.)
43
+ 3. Map the customer journey (awareness → consideration → decision)
44
+ 4. Assign channels (organic, paid, email, partnerships, PR)
45
+ 5. Create content calendar
46
+ 6. Define success metrics and review cadence
47
+
48
+ ### Team & Hiring Planning
49
+ - Map current gaps to goals (what roles are missing?)
50
+ - Sequence hires by impact (what hire unlocks the most?)
51
+ - Build a realistic hiring timeline (3–4 months per senior hire)
52
+ - Plan for onboarding time (new hire ≠ productive hire immediately)
53
+
54
+ ---
55
+
56
+ ## Business Planning Frameworks
57
+
58
+ ### SWOT (quick strategic lens)
59
+ - Strengths: What advantages do you have?
60
+ - Weaknesses: Where are you vulnerable?
61
+ - Opportunities: What external factors could you exploit?
62
+ - Threats: What could undermine you?
63
+
64
+ Use SWOT for orientation, not as a plan itself.
65
+
66
+ ### North Star Metric
67
+ Pick the ONE metric that best captures the value you deliver to users. Every plan should explain how it moves this metric.
68
+
69
+ ### Working Backwards (Amazon-style)
70
+ Start with the ideal press release announcing the finished product/outcome. Then figure out what needs to be true to make it real.
71
+
72
+ ### Stage-Gate Planning
73
+ Define clear gates between phases. A project only moves to the next stage when it passes specific criteria (e.g., "10 paying customers" before building v2).
74
+
75
+ ---
76
+
77
+ ## Business Planning Anti-Patterns
78
+
79
+ - **Planning without validating assumptions**: Know which assumptions your plan depends on and test the risky ones first
80
+ - **Activity plans vs. outcome plans**: "Post 3x per week" is activity. "Reach 1,000 newsletter subscribers" is outcome. Plan for outcomes.
81
+ - **Ignoring cash flow timing**: Especially for early-stage businesses — revenue on paper ≠ cash in hand
82
+ - **Planning in isolation**: Business plans need to account for how customers, competitors, and team will actually behave