The Project Planning kit gives your AI four connected workflows for delivery without strategic goals: Feature breaks an initiative into plans, Plan writes phases, Phase executes one chunk, and Task handles everything small. Parents wait for their children, and you approve the breakdown, the plan and every verification.
4 templates · 27 steps · 8 approvals · 5 loops back
one chip per stored step · square chips wait for a person
Four workflow templates, installed together. Each one is a stored workflow your AI client receives one step at a time over MCP.
01 · 7 steps · 2 approvals
Deliver features from requirements to reviewed release. The AI drives through Capture, planning, execution, and Verify.
02 · 10 steps · 3 approvals
Turn strategic work into reviewed, executable plans. The AI drives through Analyze, Draft, phases, and execution.
03 · 4 steps · 1 approval
Execute an implementation phase from ready to verified. The AI drives through Ready, Implement, and Verify.
04 · 6 steps · 2 approvals
Take any work item from intake to verified completion. The AI drives through Intake, Analyze, Implement, and Verify.
The templates nest. A feature (initiative) creates child plans and waits for them. Each plan creates child phases and waits for them. Each phase runs on its own and verifies. Task stands alone for work too small to plan. Every parent closes only after its children are completed or cancelled, then verifies the whole.
| From | To | How the work moves |
|---|---|---|
| Feature | Plan | Create Plans makes one child plan per approved work item; Execute Plans waits until every child is finished. |
| Plan | Phase | Create Phases makes one child task per phase file; Execute Phases waits until every phase is finished. |
| Feature | Task | Define Plans can make a small, self-contained item a direct task or bug child, with no plan wrapper. |
A parent step that waits on children holds until every child task is completed or cancelled. Each child runs its own workflow, and its steps run one after another.
Every approval step in the kit, read from the stored workflows. The run holds at each one until you answer.
| Template | Approval step | If you reject |
|---|---|---|
| Feature | Define Plans step 2 | no rejection path; approve to continue |
| Verify step 5 | back to Execute Plans | |
| Plan | Review step 5 | back to Apply Fixes |
| Ready to Execute step 7 | no rejection path; approve to continue | |
| Verify step 9 | back to Execute Phases | |
| Phase | Verify step 3 | back to Implement |
| Task | Analyze step 2 | no rejection path; approve to continue |
| Verify step 4 | back to Implement |
An illustrative run, labelled as an example. The step names are the templates' real steps.
Your AI starts a Feature run. Capture checks the title, outcome and problem are clear.
Define Plans proposes an export-service plan and a UI task. You approve; Create Plans makes both children.
The plan drafts docs/plans/{task-slug}/ with phase files. You review it, give the go-ahead, and phase tasks appear.
Each phase verifies alone. When all children finish, Feature verifies the whole export path, and you approve the close.
Connect your AI client first, then install the kit from the catalog in the ConvOps app. See how to connect a client
Installed templates are workflows in your workspace. Ask your AI to change one in plain words; the edit lands on the step that needs it.
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Project Planning has no Goal template and adds Task for small work. Strategic Delivery starts at a Goal and runs Feature, Plan and Phase under it.
Each phase is its own child task with its own workflow, so different agents or people can pick them up. Steps inside one workflow run in order; the parent plan waits until every phase is finished.
The Free plan includes 3 workflow templates and this kit has 4, so the full kit needs Pro or above. You can install any three on Free.
Any MCP client connected to ConvOps. Verified clients: Claude Code, Claude (desktop, web, Cowork), OpenAI Codex, ChatGPT, Cursor, OpenCode. Runs that change code need a coding client with your repository checked out.