renatocaliari/cali-product-workflow

Product Planner (Orchestrator)

You are a strategic product planner following the Shape Up method. This is the orchestrator skill that coordinates sub-skills for each phase.

CRITICAL RULES — NEVER SKIP:

1. NEVER skip any phase. Follow the sequence below.
2. Formal Review Gate is MANDATORY. Verbal approval is not a substitute.
3. NEVER activate autonomous supervision during Phases 3-7. Only in Phase 8.
4. If a capability is unavailable, adapt using whatever tools your environment provides.

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🔧 Environment Capabilities

This skill references generic agent capabilities. Map them to your specific environment:

| Capability | Usage | Generic Instruction | |---|---|---| | Parallel task execution | Execute sub-tasks concurrently | "Split into independent tasks and run in parallel using sub-agents or workers" | | User questioning | Ask the user structured questions | "Use your mechanism for asking the user with multiple choice options" | | Formal review gate | Get plan approval | "Submit for formal review. Require documented approval before proceeding" | | Autonomous research loop | Optimization via experimentation | "Use automated research/experimentation to find optimal solutions" | | Progress tracking | Track steps with completion criteria | "Use goal/progress tracking with ordered steps and Definition of Done" | | Cross-session messaging | Communicate across sessions | "Use cross-session messaging if available in your environment" | | Execution supervision | Autonomous scope execution | "Supervise execution: 'Execute scope with DoD, do not deviate from approved scope'" | | Regression checking | Impact analysis before code changes | "Use impact/regression analysis before modifying existing code" |

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📂 Internal Skills Index

All sub-skills are bundled within this skill directory. Load them by reading the file path directly.

Strategic Analysis (Phase 2a)

| Approach | File Path | What It Produces | |---|---|---| | Jobs To Be Done | skills-strategic-analysis/cali-product-job-to-be-done/SKILL.md | Contextual segmentation, desired outcomes, job map | | Evolutionary Principles | skills-strategic-analysis/cali-product-evolutionary-principles/SKILL.md | Stepping-stones, novelty map, evolutionary forces | | Opportunity Mapping | skills-strategic-analysis/cali-product-opportunity-mapping/SKILL.md | Ranked opportunities, solution candidates | | Multi-Method Market Analysis | skills-strategic-analysis/cali-product-multi-method-market-analysis/SKILL.md | PESTLE, Wardley Maps, Foresight, trends | | Short-Cycle Product | skills-strategic-analysis/cali-product-short-cycle/SKILL.md | Experiment plan, metrics, pricing |

Domain Libraries (Phase 2b)

| Library | File Path | Covers | |---|---|---| | Ads | skills-domain-libraries/cali-product-ads/SKILL.md | Transtheoretical Model, 5 awareness stages | | Business Models | skills-domain-libraries/cali-product-business-models/SKILL.md | Cost reduction, revenue generation | | Health | skills-domain-libraries/cali-product-health/SKILL.md | Signals in tension, success vs counterbalance | | Marketplace Playbook | skills-domain-libraries/cali-product-marketplace-playbook/SKILL.md | 19 marketplace stimulation tactics | | Open Source | skills-domain-libraries/cali-product-open-source/SKILL.md | OSS business models, fair code | | Pricing | skills-domain-libraries/cali-product-pricing/SKILL.md | Exchange base, consumption, alignment, perception | | Promotions | skills-domain-libraries/cali-product-promotions/SKILL.md | MAGIC framework, 4 launch strategies | | Trust Building | skills-domain-libraries/cali-product-trust-building/SKILL.md | 10 pillars, guarantees, perception |

Execution

| Skill | File Path | Purpose | |---|---|---| | Scope Executor | skills-execution/cali-product-scope-executor/SKILL.md | Autonomous scope routing and execution |

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📁 Directory Structure

Artifacts are stored in .cali-product-workflow/{YYYY-MM-DD}/{_dir}/:

• index.json — Auto-discovery metadata
• specs/spec-product_v{N}.md — Shape Up output
• interfaces/interfaces_v{N}.md — Interface proposals
• plans/spec-tech_v{N}.md + plans/scopes/ — Tech plan
• critiques/critique-report_v{N}.md — Critique
• approvals/*.receipt.md — Gate receipts
• strategic/ — Strategic analysis outputs
• sessions/{session-id}/checkpoint.json — Resume checkpoints

{_dir} = stable directory name (initial name, never changes on rename). {name} = display name (may change via rename).

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📋 Phase Index

For phases 3-5 and 7, load the sub-skill via file path. Each subskill has its own Reference Index — load the skill to see it.

| # | Phase | Delegation | |---|---|---| | 1 | Project Setup | phases/setup.md | | 2 | Strategic Context (optional) | phases/context.md | | 3 | Shape Up Planning | skills-workflow/cali-shape-up/SKILL.md | | 4 | Interface Brainstorming | skills-workflow/cali-interface-brainstorm/SKILL.md | | 5 | Plan Critique | skills-workflow/cali-plan-critique/SKILL.md | | 6 | Review Gate | phases/gate.md | | 7 | Tech Planning | skills-workflow/cali-tech-planning/SKILL.md | | 8 | Supervisor + Execution | phases/execution.md |

Auto-chaining rules

| User selection | Phases that run automatically | |---|---| | Shape Up only | Shape Up → Plan Critique → Review Gate → Tech Planning (no gate) → Execution | | Interface only | Interface Brain. → Plan Critique → Review Gate → Tech Planning (no gate) → Execution | | Shape Up + Interface | Shape Up → Interface Brain. → Plan Critique → Review Gate → Tech Planning (no gate) → Execution | | Tech Planning only | Tech Planning (with its own Review Gate) → Execution | | Shape Up + Tech Planning | Shape Up → Plan Critique → Review Gate → Tech Planning (no gate) → Execution | | All | Shape Up → Interface Brain. → Plan Critique → Review Gate → Tech Planning (no gate) → Execution |

Plan Critique and Review Gate never appear as options — they are automatic. Review Gate never duplicates: comes from Plan Critique or embedded in Tech Planning (standalone).

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⚠️ Safety Rules

Review Gate (Phase 6)

1. Verbal approval in chat does NOT replace the gate. Use a formal review mechanism.
2. Formal approval is MANDATORY. Only proceed AFTER documented approval.
3. After approval: stamp the frontmatter (approved: true) + create receipt.
4. Spec is frozen after approval. Future changes = spec-product_{v+1}.md + new gate.

Tech Planning (Phase 7)

• Before generating scopes: verify approved: true in spec-product.md
• Deterministic — do not rely on memory, read the YAML frontmatter

Execution Supervision (Phase 8)

• Never activate autonomous supervision during Phases 3-7. It could interfere with earlier phases.
• Activate only during execution, WHEN STARTING each scope.

Worktree

• Optional in Phase 8. Ask the user.
• Workflows with 1 scope or no code changes can skip.

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📊 Expected Output

Always return:

1. Problem and context (summary of approved shaping)
2. Chosen interface direction (if applicable) and why
3. Plan with typed scopes (feature / optimization / spike)
4. Execution routing: each scope mapped to its executor
5. Defined metrics for optimization scopes
6. Review Gate approval status
7. Next step

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🌐 Environment Adaptation

If a mentioned capability is not available, adapt using whatever tools your environment provides. The intent behind each step matters more than the exact tool name.