@curie-agent/core 0.2.5 → 0.3.3
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/.tsbuildinfo +1 -1
- package/dist/src/context.d.ts.map +1 -1
- package/dist/src/context.js +19 -2
- package/dist/src/context.js.map +1 -1
- package/dist/src/identity-files.d.ts +11 -0
- package/dist/src/identity-files.d.ts.map +1 -1
- package/dist/src/identity-files.js +38 -177
- package/dist/src/identity-files.js.map +1 -1
- package/dist/src/index.d.ts +2 -1
- package/dist/src/index.d.ts.map +1 -1
- package/dist/src/index.js +2 -1
- package/dist/src/index.js.map +1 -1
- package/dist/src/safety/command-guard.d.ts.map +1 -1
- package/dist/src/safety/command-guard.js +35 -1
- package/dist/src/safety/command-guard.js.map +1 -1
- package/dist/src/safety/snapshot.js +1 -1
- package/dist/src/safety/snapshot.js.map +1 -1
- package/dist/src/session-store.d.ts.map +1 -1
- package/dist/src/session-store.js +32 -23
- package/dist/src/session-store.js.map +1 -1
- package/dist/src/settings.d.ts +10 -3
- package/dist/src/settings.d.ts.map +1 -1
- package/dist/src/settings.js +17 -8
- package/dist/src/settings.js.map +1 -1
- package/dist/src/shell-detect.d.ts +12 -0
- package/dist/src/shell-detect.d.ts.map +1 -0
- package/dist/src/shell-detect.js +31 -0
- package/dist/src/shell-detect.js.map +1 -0
- package/dist/src/task-manager.d.ts.map +1 -1
- package/dist/src/task-manager.js +13 -9
- package/dist/src/task-manager.js.map +1 -1
- package/dist/src/task-migration.js +5 -5
- package/dist/src/task-migration.js.map +1 -1
- package/dist/src/template-utils.d.ts +16 -0
- package/dist/src/template-utils.d.ts.map +1 -0
- package/dist/src/template-utils.js +72 -0
- package/dist/src/template-utils.js.map +1 -0
- package/dist/src/turn-loop.d.ts +4 -0
- package/dist/src/turn-loop.d.ts.map +1 -1
- package/dist/src/turn-loop.js +119 -19
- package/dist/src/turn-loop.js.map +1 -1
- package/dist/src/unified-task.d.ts +3 -3
- package/dist/src/unified-task.d.ts.map +1 -1
- package/dist/src/unified-task.js +2 -2
- package/dist/src/unified-task.js.map +1 -1
- package/package.json +7 -2
- package/templates/AGENTS.md +53 -0
- package/templates/HEARTBEAT.md +37 -0
- package/templates/MEMORY.md +29 -0
- package/templates/SOUL.md +28 -0
- package/templates/TOOLS.md +29 -0
- package/templates/USER.md +35 -0
- package/templates/WIKI.md +146 -0
- package/templates/settings.json +90 -0
- package/templates/skills/deep-research/SKILL.md +273 -0
- package/templates/skills/deep-research/references/report-structure.md +149 -0
- package/templates/skills/deep-research/references/topic-guides.md +151 -0
- package/templates/skills/planning/SKILL.md +222 -0
- package/templates/skills/planning/references/business.md +82 -0
- package/templates/skills/planning/references/creative.md +111 -0
- package/templates/skills/planning/references/events.md +109 -0
- package/templates/skills/planning/references/personal.md +107 -0
- package/templates/skills/planning/references/templates.md +279 -0
- package/templates/skills/wiki/SKILL.md +70 -0
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# Deep Report Structure Template
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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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## Report Template
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```markdown
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# [Title: Clear, Specific, Descriptive]
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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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## Executive Summary
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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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## Introduction
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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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## Section 1: [Core Topic / Foundational Context]
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[Establish what is known, agreed upon, and well-documented. This section grounds the reader.]
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### Key findings
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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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## Section 2: [Main Analysis / Findings]
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[The substantive core of the research. Use sub-sections as needed.]
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### 2.1 [Sub-topic]
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...
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### 2.2 [Sub-topic]
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...
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---
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## Section 3: [Debates, Disagreements, Uncertainty]
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[Where experts or sources disagree. Be fair to all serious positions.]
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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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## Section 4: [Implications / So What?]
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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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## Section 5: [Gaps & Future Directions] *(optional)*
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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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## Conclusions
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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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## Recommendations *(if applicable)*
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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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## Sources
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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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Group by: Primary sources | Secondary analysis | Background context
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---
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## Appendix *(optional)*
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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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## Length Guidelines
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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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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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## Tone and Style Calibration
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Adjust writing to the user's context:
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| Audience | Tone | Jargon level | Citation style |
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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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## Common Report Mistakes to Avoid
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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
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# Topic-Specific Research Guides
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Reference this file when conducting research in specialized domains.
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---
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## Medical & Health Research
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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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### 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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### 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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### 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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## Legal & Regulatory Research
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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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### 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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### 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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## Financial & Market Research
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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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### 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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### 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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## Scientific & Academic Research
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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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### 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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### 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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## Historical Research
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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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### 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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### 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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## Investigative & Journalistic Research
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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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### 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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### 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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## Technology Research
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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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### 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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### 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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# Planning Skill
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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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## Core Philosophy
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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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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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## Step 0: Understand Before Planning
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Before writing a single bullet point, gather enough context to plan well. The key questions:
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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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50
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## Planning Modes
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Choose the right mode based on what the user needs. Often you'll combine modes.
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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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58
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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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67
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+
|
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68
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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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70
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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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76
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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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78
|
+
|
|
79
|
+
---
|
|
80
|
+
|
|
81
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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.*
|
|
83
|
+
|
|
84
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+
- Restate the goal clearly in concrete terms
|
|
85
|
+
- Break it into 3–7 major outcomes needed
|
|
86
|
+
- For each outcome, list 3–5 specific actions
|
|
87
|
+
- Identify the very **first action** — make it small enough to do today
|
|
88
|
+
- Surface blockers and unknowns upfront
|
|
89
|
+
|
|
90
|
+
**Output format**: Goal → Outcomes → Actions tree. See `references/templates.md → Decomposition`.
|
|
91
|
+
|
|
92
|
+
---
|
|
93
|
+
|
|
94
|
+
### 4. 🏗️ Project Planning
|
|
95
|
+
*Use when: the user is managing a multi-person or multi-phase effort with deliverables.*
|
|
96
|
+
|
|
97
|
+
- Define scope: what's IN and OUT of this project
|
|
98
|
+
- List all deliverables
|
|
99
|
+
- Map dependencies between tasks
|
|
100
|
+
- Assign ownership (if relevant)
|
|
101
|
+
- Set checkpoints / review points
|
|
102
|
+
- Define risks and mitigations
|
|
103
|
+
|
|
104
|
+
**Output format**: Project brief + task list with owners and dates. See `references/templates.md → Project`.
|
|
105
|
+
|
|
106
|
+
---
|
|
107
|
+
|
|
108
|
+
### 5. 📆 Periodic Planning (Weekly / Monthly / Quarterly)
|
|
109
|
+
*Use when: the user wants to organize recurring time periods.*
|
|
110
|
+
|
|
111
|
+
- Review what happened last period (if known)
|
|
112
|
+
- Surface priorities and commitments for this period
|
|
113
|
+
- Allocate time blocks to categories (work, personal, health, relationships, etc.)
|
|
114
|
+
- Set 1–3 "wins" to aim for — not a perfect list, just top priorities
|
|
115
|
+
- Leave margin for the unexpected
|
|
116
|
+
|
|
117
|
+
**Output format**: Time-block schedule + top priorities list. See `references/templates.md → Periodic`.
|
|
118
|
+
|
|
119
|
+
---
|
|
120
|
+
|
|
121
|
+
### 6. 🎉 Event / Experience Planning
|
|
122
|
+
*Use when: the user is organizing an event, trip, celebration, or one-time experience.*
|
|
123
|
+
|
|
124
|
+
- Define: Who, What, When, Where, How many people, Budget
|
|
125
|
+
- Break into: Pre-event tasks | Day-of tasks | Post-event tasks
|
|
126
|
+
- Create vendor/supplier list if needed
|
|
127
|
+
- Build a communications plan (invites, reminders, follow-ups)
|
|
128
|
+
- Identify what can go wrong and have a backup
|
|
129
|
+
|
|
130
|
+
**Output format**: Event checklist with timeline. See `references/templates.md → Event`.
|
|
131
|
+
|
|
132
|
+
---
|
|
133
|
+
|
|
134
|
+
### 7. 🔄 Habit & Routine Planning
|
|
135
|
+
*Use when: the user wants to build a sustainable system, not a one-time plan.*
|
|
136
|
+
|
|
137
|
+
- Anchor new habits to existing routines (habit stacking)
|
|
138
|
+
- Start smaller than feels necessary — consistency > intensity
|
|
139
|
+
- Design the environment to reduce friction
|
|
140
|
+
- Define a tracking method
|
|
141
|
+
- Build in a weekly review moment
|
|
142
|
+
|
|
143
|
+
**Output format**: Routine design + habit tracker structure. See `references/templates.md → Habit`.
|
|
144
|
+
|
|
145
|
+
---
|
|
146
|
+
|
|
147
|
+
## Universal Planning Principles
|
|
148
|
+
|
|
149
|
+
Apply these regardless of the mode:
|
|
150
|
+
|
|
151
|
+
### Prioritization
|
|
152
|
+
When there's more to do than time allows, help the user prioritize. Use the **Impact × Urgency** lens:
|
|
153
|
+
- High impact + urgent → Do first
|
|
154
|
+
- High impact + not urgent → Schedule deliberately (these are often neglected)
|
|
155
|
+
- Low impact + urgent → Delegate or batch
|
|
156
|
+
- Low impact + not urgent → Drop or defer
|
|
157
|
+
|
|
158
|
+
### Buffer and Realism
|
|
159
|
+
- Most people underestimate time by 30–50%
|
|
160
|
+
- Build recovery time after intense periods
|
|
161
|
+
- Mark "must haves" vs "nice to haves" explicitly
|
|
162
|
+
|
|
163
|
+
### Dependencies
|
|
164
|
+
- Identify what must happen *before* something else can start
|
|
165
|
+
- Surface these early — they're where plans collapse
|
|
166
|
+
|
|
167
|
+
### Energy, Not Just Time
|
|
168
|
+
- Help the user match task type to their energy level
|
|
169
|
+
- Deep focus work → morning (for most people)
|
|
170
|
+
- Admin, email, calls → afternoon
|
|
171
|
+
- Creative / brainstorming → after movement or meals
|
|
172
|
+
|
|
173
|
+
### The First Next Action
|
|
174
|
+
Always end with: *"What's the very first concrete action you'll take?"* This closes the loop between planning and doing.
|
|
175
|
+
|
|
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)
|
|
184
|
+
- 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)
|
|
186
|
+
- Has a **clear visual structure** (tables, phases, or numbered lists depending on content)
|
|
187
|
+
|
|
188
|
+
---
|
|
189
|
+
|
|
190
|
+
## Domain-Specific Guidance
|
|
191
|
+
|
|
192
|
+
For specialized domains, read the relevant reference file before planning:
|
|
193
|
+
|
|
194
|
+
| Domain | Reference File |
|
|
195
|
+
|---|---|
|
|
196
|
+
| 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
|
|
205
|
+
|
|
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
|
|
210
|
+
- Bold key dates, owners, and critical-path items
|
|
211
|
+
- Always end with a "Next Steps" or "Start Here" section
|
|
212
|
+
- Offer to adjust, drill down on a phase, or export as a document
|
|
213
|
+
|
|
214
|
+
---
|
|
215
|
+
|
|
216
|
+
## Anti-Patterns to Avoid
|
|
217
|
+
|
|
218
|
+
- ❌ **The Perfect Plan Trap**: Don't over-engineer. A 70% good plan that gets started beats a 100% plan that never does.
|
|
219
|
+
- ❌ **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
|