---
title: "Workflow: Get Planning Guidance"
description: "<purpose> Help decide the right planning approach based on project state and goals. </purpose>"
type: skill
canonical_url: https://claudary.paisolsolutions.com/skills/get-guidance-1
source: "Claudary"
difficulty: intermediate
author: "Claude Code Knowledge Pack"
date: 2026-07-10T11:24:48.779Z
license: CC-BY-4.0
attribution: "Workflow: Get Planning Guidance — Claudary (https://claudary.paisolsolutions.com/skills/get-guidance-1)"
---

# Workflow: Get Planning Guidance
<purpose> Help decide the right planning approach based on project state and goals. </purpose>

## Overview

# Workflow: Get Planning Guidance

<purpose>
Help decide the right planning approach based on project state and goals.
</purpose>

<process>

<step name="understand_situation">
Ask conversationally:
- What's the project/idea?
- How far along are you? (idea, started, mid-project, almost done)
- What feels unclear?
</step>

<step name="recommend_approach">
Based on situation:

**Just an idea:**
→ Start with Brief. Capture vision before diving in.

**Know what to build, unclear how:**
→ Create Roadmap. Break into phases first.

**Have phases, need specifics:**
→ Plan Phase. Get Claude-executable tasks.

**Mid-project, lost track:**
→ Audit current state. What exists? What's left?

**Project feels stuck:**
→ Identify the blocker. Is it planning or execution?
</step>

<step name="offer_next_action">
```
Recommendation: [approach]

Because: [one sentence why]

Start now?
1. Yes, proceed with [recommended workflow]
2. Different approach
3. More questions first
```
</step>

</process>

<decision_tree>
```
Is there a brief?
├─ No → Create Brief
└─ Yes → Is there a roadmap?
         ├─ No → Create Roadmap
         └─ Yes → Is current phase planned?
                  ├─ No → Plan Phase
                  └─ Yes → Plan Chunk or Generate Prompts
```
</decision_tree>

<common_situations>
**"I have an idea but don't know where to start"**
→ Brief first. 5 minutes to capture vision.

**"I know what to build but it feels overwhelming"**
→ Roadmap. Break it into 3-5 phases.

**"I have a phase but tasks are vague"**
→ Plan Phase with Claude-executable specificity.

**"I have a plan but Claude keeps going off track"**
→ Tasks aren't specific enough. Add Files/Action/Verification.

**"Context keeps running out mid-task"**
→ Tasks are too big. Break into smaller chunks + use handoff.
</common_situations>

<success_criteria>
Guidance is complete when:
- [ ] User's situation understood
- [ ] Appropriate approach recommended
- [ ] User knows next step
</success_criteria>

---

Source: [Claudary](https://claudary.paisolsolutions.com/skills/get-guidance-1) · https://claudary.paisolsolutions.com