Agent skill
biz-update-plan
Update Business Plan based on standing-pipeline evidence, card reflections, and strategic decisions.
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/other/biz-update-plan
SKILL.md
Update Business Plan
Extract learnings from completed cards, standing-pipeline evidence, and strategic decisions to update the corresponding Business Plan. Keeps business strategy aligned with execution reality.
Operating Mode
READ + WRITE (BUSINESS PLANS ONLY)
Allowed:
- Read card reflection stage docs (
reflect.agent.md) - Read
scan-proposals.mdand related idea backlog artifacts underdocs/business-os/strategy/<BIZ>/ - Update business plan files (
strategy/<BIZ>/plan.user.mdand.agent.md) - Commit plan updates with agent identity
Not allowed:
- Modifying cards or ideas
- Creating new business plans (only updates existing plans)
- Changing business catalog (businesses.json)
Inputs
Required:
- Business code (e.g.,
BRIK,SKYL,PLAT)
Optional:
- Source:
reflection(from card) orscan-proposals(from IDEAS pipeline) ormanual(Pete-provided insights) - Card ID: If updating from specific card reflection
Business Plan Structure
Business plans are located at: docs/business-os/strategy/<BIZ>/plan.user.md and plan.agent.md
Sections to Update
-
Strategy (What we're focusing on)
- New opportunities validated through fact-finding
- Strategic direction changes
- Priority shifts
-
Risks (What could go wrong)
- Emerging risks discovered during execution
- Blocked cards and systemic issues
- Technical debt accumulation
-
Opportunities (Ideas worth pursuing)
- Validated ideas from completed Fact-finding
- Market observations from standing-pack proposal cycles
- Customer feedback themes
-
Learnings (Append-only log)
- What worked / what didn't from completed cards
- Process improvements
- Technical discoveries
- Business insights
-
Metrics (How we're measuring success)
- KPI updates based on shipped features
- Performance impact of completed work
- Business outcome measurements
Workflow
1. Identify Update Source
From Card Reflection:
const reader = createRepoReader(repoRoot);
const card = await reader.getCard(cardId);
const reflectDoc = await reader.getStageDoc(cardId, "reflect");
// Extract from reflect.agent.md:
// - Decisions made
// - Risks discovered
// - Learnings captured
// - Metrics/outcomes
From IDEAS Scan Proposals:
const proposalsPath = `docs/business-os/strategy/${businessCode}/scan-proposals.md`;
const proposalsDoc = await fs.readFile(proposalsPath, "utf-8");
// Analyze:
// - Proposal mix (CREATE/STRENGTHEN/WEAKEN/INVALIDATE/MERGE/SPLIT)
// - Repeated risk signals (WEAKEN/INVALIDATE)
// - Opportunity themes (CREATE/STRENGTHEN)
From Manual Input:
// Pete provides:
// - Strategic decision
// - Market observation
// - Customer feedback theme
2. Extract Structured Information
Parse reflection or proposal outcomes for:
Decisions:
- Strategic pivots
- Approach changes
- Priority adjustments
Risks:
- Blockers encountered
- Technical challenges
- Resource constraints
- Market changes
Opportunities:
- Validated ideas (positive fact-finding results)
- Customer requests
- Technical capabilities unlocked
Learnings:
- What worked well
- What didn't work
- Process improvements
- Technical insights
Metrics:
- Performance improvements
- Business outcomes (conversion, revenue, engagement)
- User feedback scores
3. Read Current Business Plan
const planPath = `docs/business-os/strategy/${businessCode}/plan.user.md`;
const currentPlan = matter(await fs.readFile(planPath, "utf-8"));
Understand current strategy to integrate updates coherently.
4. Draft Plan Updates
Strategy Section:
## Strategy
### Current Focus (Updated 2026-01-28)
1. **User Authentication** (Priority: High)
- Status: Fact-finding complete, positive validation
- Outcome: 82% of users want accounts feature
- Next: Move to planning phase
- Impact: Projected 15-20% reduction in booking abandonment
2. **Guide Offline Mode** (Priority: Medium)
- Status: New opportunity from user research
- Validation: 45% of users request offline access
- Next: Create card, begin fact-finding
3. **Performance Optimization** (Priority: High)
- Status: Completed (BRIK-ENG-0005)
- Outcome: Page load improved 200ms (from 1.2s to 1.0s)
- Impact: Bounce rate reduced by 8%
Risks Section:
## Risks
### Active Risks
- **GDPR Compliance** (Severity: High, Added: 2026-01-28)
- Source: Card BRIK-ENG-0001 blocked on legal review
- Impact: Delays user auth feature by 1-2 weeks
- Mitigation: Legal review in progress, backup plan if negative
- **Platform Auth Compatibility** (Severity: Medium, Added: 2026-01-28)
- Source: Technical fact-finding on BRIK-ENG-0001
- Impact: May require custom auth implementation
- Mitigation: Architecture spike planned
Opportunities Section:
## Opportunities
### Validated (Ready for Cards)
- **Guide Offline Mode**
- Evidence: User research (45% request), customer-input
- Value: Reduce support load, enable international travelers
- Effort: Medium (service worker + cache strategy)
- Recommend: Create card, prioritize for Q2
### Under Investigation
- **Mobile App Push Notifications**
- Source: Scan detected user feedback themes
- Status: Need fact-finding to validate demand
- Next: Survey users, check technical feasibility
Learnings Section:
## Learnings
### 2026-01-28: User Authentication Feature
- **What worked:**
- Early user research prevented building unwanted features
- Platform auth reuse saved 2 weeks of development
- Fact-finding phase caught GDPR issue before build
- **What didn't work:**
- Initial scope too broad (social login + email)
- Legal review not started early enough
- Performance testing delayed fact-finding exit
- **Process improvements:**
- Start legal review during fact-finding, not planning
- Scope to MVP first, add features incrementally
- Performance baselines at start of fact-finding
- **Technical insights:**
- Platform auth works with Brikette (confirmed via spike)
- Social login adds 40% complexity vs email-only
- Auth overhead: <50ms on booking flow
Metrics Section:
## Metrics
### Booking Flow (Updated 2026-01-28)
- **Completion Rate:** 68% → 72% (+4pp)
- Source: Performance optimization (BRIK-ENG-0005)
- Measurement: Google Analytics, 30-day rolling average
- Target: 75% by end of Q1
- **Page Load Time:** 1.2s → 1.0s (-200ms)
- Source: Performance optimization (BRIK-ENG-0005)
- Measurement: Real User Monitoring (RUM)
- Target: <900ms by end of Q2
- **Support Tickets:** Baseline established (52/month)
- Next: Track impact of offline mode and user auth
- Target: Reduce by 20% (10 tickets/month) with self-service
5. Merge Updates into Plan
Rules:
- Strategy: Replace or append to current focus items
- Risks: Add new risks, update status of existing risks
- Opportunities: Add validated opportunities, archive investigated ones
- Learnings: Append-only (never delete learnings)
- Metrics: Update existing metrics, add new tracked metrics
Dual-audience mirroring:
.user.md: Human-readable, narrative format.agent.md: Structured, data-oriented, includes evidence links
6. Commit Changes
const writer = createRepoWriter(repoRoot);
await writer.updateFile(
`docs/business-os/strategy/${businessCode}/plan.user.md`,
updatedUserContent,
CommitIdentities.agent
);
await writer.updateFile(
`docs/business-os/strategy/${businessCode}/plan.agent.md`,
updatedAgentContent,
CommitIdentities.agent
);
Commit message:
Update BRIK business plan: User auth learnings + new risks
- Strategy: Add user auth to current focus (fact-finding complete)
- Risks: GDPR compliance blocker, platform auth compatibility
- Opportunities: Guide offline mode validated (45% user demand)
- Learnings: User auth fact-finding insights
- Metrics: Booking completion +4pp from perf optimization
Source: Card BRIK-ENG-0001 reflection + scan-proposals 2026-02-22
Evidence Requirements
Every plan update must include:
- Source: Card ID, scan-proposals timestamp, or manual decision reference
- Evidence type: customer-input, measurement, repo-diff, experiment, etc.
- Data: Specific numbers, quotes, or file references
- Date: When evidence was gathered
Integration with Other Skills
- After
/lp-do-ideasdispatch acceptance: Update Opportunities section with newly accepted ideas and routed actions - After execution reaches completion: Trigger reflection and plan update
- After IDEAS-02 backlog update: Aggregate accepted proposal outcomes into plan updates
- After
/lp-do-idea-generate: Sweep reads plans and flags gaps/staleness — use this skill to act on sweep recommendations for plan bootstrapping or updates - Before planning sessions: Review plan to inform priority decisions
Example Session
User: /biz-update-plan BRIK --card BRIK-ENG-0001
Agent:
Updating BRIK business plan from card BRIK-ENG-0001 reflection...
[Reading reflection stage doc]
Card: BRIK-ENG-0001 (User Authentication)
Lane: Reflected
Completed: 2026-01-28
[Extracting structured information]
✓ Decisions: Scope to email-only (defer social login)
✓ Risks: GDPR compliance (1-2 week delay)
✓ Opportunities: None (feature on hold pending legal)
✓ Learnings: 3 insights captured
✓ Metrics: No impact yet (feature not shipped)
[Reading current business plan]
Plan: docs/business-os/strategy/BRIK/plan.user.md
Last updated: 2026-01-15
[Drafting updates]
Strategy section:
+ User Authentication (Priority: High, blocked on legal)
Risks section:
+ GDPR Compliance (Severity: High)
+ Platform Auth Compatibility (Severity: Medium)
Learnings section:
+ 2026-01-28: User Authentication Feature
- Early user research prevented scope creep
- Legal review should start during fact-finding
- Platform auth integration confirmed
[Merging into plan.user.md and plan.agent.md]
✓ Strategy updated
✓ Risks added (2 new)
✓ Learnings appended
✓ Metrics unchanged (no shipped features yet)
[Committing changes]
✓ Commit: Update BRIK business plan (user auth learnings)
✓ Agent identity used
Done! Plan updated. Pete can review diff:
git show HEAD -- docs/business-os/strategy/BRIK/plan.user.md
Frequency Recommendations
- After card reflection: Update plan with learnings (every completed card)
- After IDEAS-01/IDEAS-02 cycles: Aggregate proposal-driven findings into plan (weekly or per trigger)
- Before planning sessions: Comprehensive review and update (monthly)
- Strategic decisions: Immediate plan update (ad-hoc)
Error Handling
- Plan not found: Create from template (ask Pete first)
- Malformed reflection: Skip update, log warning
- Conflicting updates: Ask Pete to resolve manually
- No meaningful updates: Skip commit, report "no changes"
Phase 0 Constraints
- Pete reviews all plan changes (no blind merges)
- Agent identity for all plan commits
- Single business context (one plan at a time)
- Manual trigger only (no automated plan updates)
Success Metrics
- Plan freshness: Updated within 1 week of card completion
- Learning capture: ≥80% of reflected cards update plan
- Review time: Pete reviews plan diffs in <10 minutes
- Plan accuracy: Plan reflects current strategy (validated monthly)
Recommended Agent Skills
Expand your agent's capabilities with these related and highly-rated skills.
agent-ops-spec
Manage specification documents in .agent/specs/. Use when user provides requirements, acceptance criteria, or feature descriptions that need to be tracked and validated against implementation.
agent-ops-state
Maintain .agent state files. Use at session start, after meaningful steps, and before concluding: read/update constitution/memory/focus/issues/baseline consistently.
agent-ops-spec
Manage specification documents in .agent/specs/. Use when user provides requirements, acceptance criteria, or feature descriptions that need to be tracked and validated against implementation.
agent-ops-testing
Test strategy, execution, and coverage analysis. Use when designing tests, running test suites, or analyzing test results beyond baseline checks.
agent-ops-testing
Test strategy, execution, and coverage analysis. Use when designing tests, running test suites, or analyzing test results beyond baseline checks.
agent-ops-state
Maintain .agent state files. Use at session start, after meaningful steps, and before concluding: read/update constitution/memory/focus/issues/baseline consistently.
Didn't find tool you were looking for?