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Epic Planning Document Generator

**Epic Key:** $ARGUMENTS

Claude Code Knowledge Pack7/10/2026

Overview

Epic Planning Document Generator

Epic Key: $ARGUMENTS


Workflow Chain

This command creates a comprehensive planning document (Overview Document) for an epic:

/create-epic-plan <epic-key>     → Creates Overview Document (YOU ARE HERE)
         ↓
/generate-implementation-plan <overview-doc-url>  → Creates Implementation Plan
         ↓
/execute-ticket <ticket-key>     → Executes individual tickets

Phase 0: Context Retrieval

  1. Fetch the epic from Jira using {Epic_Key}

  2. Extract from epic:

    • {Epic_Title} - The epic title/name
    • {Jira_Project} - The Jira project URL
    • Linked tickets
  3. Determine Confluence location:

    • Default: /Epics/In Progress/{Epic_Key}/
    • If location unclear, ask user
  4. FAILURE CONDITION - Missing Information:

    If epic cannot be found or has no linked tickets:

    STOP and prompt the user:

    I was unable to retrieve epic {Epic_Key}.
    
    Issue: [epic not found / no linked tickets / access denied]
    
    Please provide:
    1. Confirm the epic key is correct
    2. Jira Project URL: [paste link]
    3. Confluence publish location: [paste link or confirm default]
    

    DO NOT PROCEED until confirmed.

  5. MANDATORY CHECKPOINT - Epic Confirmation:

    Please confirm before I proceed:
    
    Epic Key: {Epic_Key}
    Epic Title: {Epic_Title}
    Linked Tickets: [count] tickets found
    Publish Location: [Confluence path]
    
    Is this correct? (Yes / No / Correct)
    

    DO NOT PROCEED without explicit user confirmation.


Phase 1: Discovery

  1. Read all Jira tickets linked to epic {Epic_Key}

    • Extract acceptance criteria from each ticket
    • Identify ticket dependencies and relationships
    • Note any technical constraints mentioned
  2. Explore the codebase thoroughly:

    • Components and files affected by this epic
    • Current implementation patterns and conventions
    • Existing test coverage in affected areas
    • Dependencies between systems and modules
    • Similar features or flows that can serve as references
  3. Document unknowns:

    • Missing information or ambiguous requirements
    • Technical decisions that need architectural input
    • Integration points that need clarification

Phase 2: Planning Document Creation

Create a comprehensive planning document with these sections:

1. Epic Overview

  • Purpose: What problem does this epic solve?
  • User Value: How does this improve the user experience?
  • Scope: What is included/excluded from this epic?
  • Key Stakeholders: Who is impacted by this work?

2. Epic Goals & Success Metrics

  • Primary Goal: Main objective of this epic
  • Success Metrics: How will we measure success?
  • KPIs: Quantifiable outcomes (if applicable)

3. Requirements Summary

  • Functional Requirements: What the system must do
  • Non-Functional Requirements: Performance, security, accessibility, etc.
  • Business Rules: Constraints and validation rules
  • Edge Cases: Error handling and boundary conditions

4. Technical Change Overview

List all technical changes with risk assessment. For each change:

ComponentTypeDescriptionRisk ScoreDependencies
[file/component][New/Enhancement/Refactor/Fix][summary][Low/Med/High][blockers]

5. Impact Analysis

  • Codebase Impact: Files, components, APIs affected
  • Data Model Changes: Database migrations required
  • API Changes: New endpoints, modified contracts, breaking changes
  • UI/UX Changes: New screens, modified flows
  • Migration Strategy: How will existing users/data transition?
  • Rollback Plan: How can this be safely reverted?
  • Tradeoffs: What compromises are being made and why?

6. Testing Strategy

  • Unit Testing: Coverage targets (aim for 90% branch coverage)
  • Integration Testing: Cross-component interactions
  • API Testing: Endpoint validation and error handling
  • Test Data: Fixtures and mock data requirements
  • Coverage Goals: Specific areas requiring high coverage

7. User Behavior Testing

  • E2E Scenarios: Critical user journeys to validate
  • Acceptance Test Cases: Scenarios derived from requirements
  • User Flows: Step-by-step validation paths
  • Regression Testing: Existing flows that must not break

8. Implementation Notes

  • Patterns to Follow: Existing code patterns to replicate
  • Architecture Decisions: Key technical choices and rationale
  • Technical Debt: Known shortcuts or future improvements
  • Security Considerations: Authentication, authorization, data protection

9. Acceptance Criteria

Definition of done for this epic:

  • All functional requirements implemented
  • Test coverage meets targets (90% branch coverage)
  • Documentation updated
  • Security review completed (if applicable)
  • Performance benchmarks met (if applicable)
  • Accessibility standards met (if applicable)

10. Open Questions & Risks

  • Blockers: Items preventing progress
  • Unknowns: Information still needed
  • Assumptions: Things we're assuming to be true
  • Risks: Potential issues and mitigation strategies

Risk Assessment Framework

Evaluate each technical change across 7 dimensions (score 1-3 each):

DimensionLow (1)Medium (2)High (3)
Scope≤3 files, isolated change4-10 files, single feature10+ files, cross-cutting
DependenciesAll prerequisites existSome foundation work neededRequires significant groundwork
Blocking FactorIndependent workSoft dependency for 1-2 ticketsHard blocker for multiple streams
StabilityWell-defined, existing patternsSome unknowns, new patternsNovel approach, high uncertainty
UX ImpactBackend/internal onlySecondary flows affectedCore user journey affected
Testing ComplexitySimple assertions, existing fixturesNew mocks/fixtures needed, async flowsComplex integration, E2E required, hard to isolate
ReversibilityEasily reverted, no data changesModerate effort to rollbackDatabase migrations, breaking API changes, one-way door

Risk Levels:

  • 7-11 (Low): Proceed with standard implementation
  • 12-16 (Medium): Incremental delivery, extra code review
  • 17-21 (High): Spike/POC first, decompose further, architectural review required

Phase 3: Review & Publish

MANDATORY CHECKPOINT - Document Review:

Before publishing, present the complete planning document to the user:

## Planning Document Preview for {Epic_Key}

[Full planning document content]

---

Gaps/Unknowns Identified:
- [List any missing information]
- [Technical decisions needing input]
- [High-risk changes requiring spikes]

Ready to publish this planning document to Confluence? (Yes / No / Modify)
  • Yes → Publish to Confluence
  • No → Ask what changes are needed
  • Modify → User provides feedback, regenerate and re-confirm

DO NOT PUBLISH without explicit user approval.


Phase 4: Publish & Output

  1. Publish to Confluence at: /Epics/In Progress/{Epic_Key}/

    • Page title: "{Epic_Key} Overview" or "{Epic_Key} {Epic_Title}"
  2. Verify the document was published successfully

  3. Get the published document URL ({Overview_Document})


Failure Conditions

ConditionAction
Epic key not foundError message, ask user to verify epic key
No linked ticketsWarn user, ask if they want to continue with minimal document
Confluence location invalidAsk user for correct location
Missing Jira/Confluence accessProvide instructions for credential setup
Codebase exploration inconclusiveDocument unknowns, proceed with available information

Output

When complete, you MUST provide:

## Epic Planning Complete!

**Overview Document:** {Overview_Document}

### Summary
- Epic: {Epic_Key} - {Epic_Title}
- Tickets Analyzed: [count]
- Technical Changes: [count]
- Risk Profile: [X low, Y medium, Z high]
- Test Coverage Target: 90% branch coverage

### Open Questions
1. [Question needing clarification]
2. [Technical decision needing input]

### Next Step
Run the following command to generate the implementation plan:

/generate-implementation-plan {Overview_Document}

CRITICAL: The Overview Document URL is required for the next step in the workflow chain.


Agent Delegation

Before creating the planning document:

  • Codebase Analysis: Thoroughly explore existing patterns, architecture, and conventions
  • Architecture Review: Have proposed structure reviewed for completeness
  • Deep Exploration: Understand current implementation, affected components, dependencies, and test coverage
  • Design Review: Validate approach for scalability, maintainability, and alignment with existing patterns