II.
Role overview
Reference · liverole:planner
Planner overview
The Planner role.
Attributes
displayName
Planner
isAgentic
true
requiredCapabilities
requiredDomains
[]
description
The Planner role.
Outgoing edges
holds_responsibility3
- responsibility:architecture-decision·ResponsibilityArchitecture Decision
- responsibility:sprint-planning·ResponsibilitySprint Planning
- responsibility:stakeholder-communication·ResponsibilityStakeholder Communication
requires_capability1
- capability:supports-thinking·CapabilitySupports thinking
requires_expertise5
- skill-area:adr-writing·SkillAreaADR Writing
- skill-area:c4-modeling·SkillAreaC4 Modeling
- skill-area:context-management·SkillAreaLLM Context Management
- skill-area:eval-driven-development·SkillAreaEval-Driven LLM Development
- skill-area:agentic-loops·SkillAreaAgentic Loops
Incoming edges
involves_role276
- workflow:youtube-video-ad-campaign·WorkflowYouTube Video Ad Campaign
- workflow:linkedin-sponsored-content-management·WorkflowLinkedIn Sponsored Content Management
- workflow:tiktok-short-form-ad-cycle·WorkflowTikTok Short-Form Ad Cycle
- workflow:google-shopping-feed-optimization·WorkflowGoogle Shopping Feed Optimization
- workflow:podcast-advertising-management·WorkflowPodcast Advertising Management
- workflow:connected-tv-campaign-management·WorkflowConnected TV Campaign Management
- workflow:out-of-home-advertising-review·WorkflowOut-of-Home Advertising Review
- workflow:affiliate-program-management·WorkflowAffiliate Program Management
- workflow:ad-tech-stack-setup·WorkflowAd Tech Stack Setup
- workflow:advertising-channel-evaluation·WorkflowAdvertising Channel Evaluation
- workflow:ad-fraud-detection-setup·WorkflowAd Fraud Detection Setup
- workflow:paid-search-campaign-optimization·WorkflowPaid Search Campaign Optimization
- workflow:programmatic-media-buying-review·WorkflowProgrammatic Media Buying Review
- workflow:social-media-ad-performance-review·WorkflowSocial Media Ad Performance Review
- workflow:display-retargeting-optimization·WorkflowDisplay Retargeting Optimization
- workflow:ad-creative-production-cycle·WorkflowAd Creative Production Cycle
- workflow:crop-yield-forecasting·WorkflowCrop Yield Forecasting
- workflow:self-serve-analytics-enablement·WorkflowSelf-Serve Analytics Enablement
- workflow:exhibition-development-cycle·WorkflowExhibition Development Cycle
- workflow:grant-proposal-review·WorkflowGrant Proposal Review
- workflow:survey-methodology-review·WorkflowSurvey Methodology Review
- workflow:mro-scheduling-optimization·WorkflowMRO Scheduling Optimization
- workflow:partner-program-design·WorkflowPartner Program Design
- workflow:bizdev-crm-and-tracking-setup·WorkflowBizDev CRM and Tracking Setup
- workflow:partnership-pipeline-review·WorkflowPartnership Pipeline Review
- workflow:channel-partner-enablement·WorkflowChannel Partner Enablement
- workflow:strategic-alliance-performance-review·WorkflowStrategic Alliance Performance Review
- workflow:market-expansion-assessment·WorkflowMarket Expansion Assessment
- workflow:requirements-elicitation-workshop·WorkflowRequirements Elicitation Workshop
- workflow:business-case-development·WorkflowBusiness Case Development
- workflow:vendor-performance-review·WorkflowVendor Performance Review
- workflow:process-automation-assessment·WorkflowProcess Automation Assessment
- workflow:construction-schedule-optimization·WorkflowConstruction Schedule Optimization
- workflow:renewable-energy-project-assessment·WorkflowRenewable Energy Project Assessment
- workflow:circular-economy-audit·WorkflowCircular Economy Audit
- workflow:discord-community-management·WorkflowDiscord Community Management
- workflow:forum-community-management·WorkflowForum Community Management
- workflow:open-source-community-stewardship·WorkflowOpen Source Community Stewardship
- workflow:hackathon-organization·WorkflowHackathon Organization
- workflow:user-group-chapter-management·WorkflowUser Group Chapter Management
- workflow:community-guidelines-development·WorkflowCommunity Guidelines Development
- workflow:community-ambassador-program-setup·WorkflowCommunity Ambassador Program Setup
- workflow:community-moderation-cycle·WorkflowCommunity Moderation Cycle
- workflow:community-event-planning·WorkflowCommunity Event Planning
- workflow:construction-bim-coordination·WorkflowConstruction BIM Coordination
- workflow:building-permit-compliance-review·WorkflowBuilding Permit Compliance Review
- workflow:editorial-calendar-review·WorkflowEditorial Calendar Review
- workflow:content-performance-analysis·WorkflowContent Performance Analysis
- workflow:project-risk-assessment·WorkflowProject Risk Assessment
- workflow:supply-chain-risk-monitoring·WorkflowSupply Chain Risk Monitoring
- workflow:compliance-technology-stack-audit·WorkflowCompliance Technology Stack Audit
- workflow:end-to-end-customer-journey-audit·WorkflowEnd-to-End Customer Journey Audit
- workflow:procurement-cycle·WorkflowProcurement Cycle
- workflow:vendor-onboarding·WorkflowVendor Onboarding
- workflow:customer-health-score-review·WorkflowCustomer Health Score Review
- workflow:nps-survey-cycle·WorkflowNPS Survey Cycle
- workflow:customer-onboarding-program·WorkflowCustomer Onboarding Program
- workflow:account-plan-review·WorkflowAccount Plan Review
- workflow:customer-advocacy-program·WorkflowCustomer Advocacy Program
- workflow:customer-win-loss-analysis·WorkflowCustomer Win/Loss Analysis
- workflow:customer-journey-mapping-refresh·WorkflowCustomer Journey Mapping Refresh
- workflow:voice-of-customer-synthesis·WorkflowVoice of Customer Synthesis
- workflow:customer-segmentation-review·WorkflowCustomer Segmentation Review
- workflow:customer-lifecycle-automation-setup·WorkflowCustomer Lifecycle Automation Setup
- workflow:metrics-definition-alignment·WorkflowMetrics Definition Alignment
- workflow:forecasting-model-calibration·WorkflowForecasting Model Calibration
- workflow:decision-retrospective·WorkflowDecision Retrospective
- workflow:game-localization-pipeline·WorkflowGame Localization Pipeline
- workflow:customer-churn-analysis·WorkflowCustomer Churn Analysis
- workflow:pay-equity-analysis·WorkflowPay Equity Analysis
- workflow:employee-resource-group-impact-review·WorkflowEmployee Resource Group Impact Review
- workflow:dei-metrics-review·WorkflowDEI Metrics Review
- workflow:student-engagement-analytics·WorkflowStudent Engagement Analytics
- workflow:curriculum-update-cycle·WorkflowCurriculum Update Cycle
- workflow:learning-outcomes-assessment·WorkflowLearning Outcomes Assessment
- workflow:annual-strategic-planning·WorkflowAnnual Strategic Planning
- workflow:board-reporting-cycle·WorkflowBoard Reporting Cycle
- workflow:merger-integration-playbook·WorkflowMerger Integration Playbook
- workflow:organizational-restructuring·WorkflowOrganizational Restructuring
- workflow:employee-exit-process·WorkflowEmployee Exit Process
- workflow:corporate-communications-review·WorkflowCorporate Communications Review
- workflow:it-service-catalog-review·WorkflowIT Service Catalog Review
- workflow:it-asset-lifecycle-management·WorkflowIT Asset Lifecycle Management
- workflow:scope3-emissions-tracking·WorkflowScope 3 Emissions Tracking
- workflow:sustainability-supply-chain-audit·WorkflowSustainability Supply Chain Audit
- workflow:climate-risk-scenario-analysis·WorkflowClimate Risk Scenario Analysis
- workflow:esg-reporting-cycle·WorkflowESG Reporting Cycle
- workflow:carbon-footprint-audit·WorkflowCarbon Footprint Audit
- workflow:workplace-space-planning·WorkflowWorkplace Space Planning
- workflow:office-relocation-management·WorkflowOffice Relocation Management
- workflow:workplace-safety-audit·WorkflowWorkplace Safety Audit
- workflow:design-to-shelf-pipeline·WorkflowDesign-to-Shelf Pipeline
- workflow:trend-forecasting-cycle·WorkflowTrend Forecasting Cycle
- workflow:field-dispatch-optimization·WorkflowField Dispatch Optimization
- workflow:work-order-lifecycle-management·WorkflowWork Order Lifecycle Management
- workflow:accounts-payable-cycle·WorkflowAccounts Payable Cycle
- workflow:accounts-receivable-aging-review·WorkflowAccounts Receivable Aging Review
- workflow:tax-compliance-review·WorkflowTax Compliance Review
- workflow:financial-close-cycle·WorkflowFinancial Close Cycle
- workflow:erp-system-configuration·WorkflowERP System Configuration
- workflow:financial-reporting-dashboard-setup·WorkflowFinancial Reporting Dashboard Setup
- workflow:expense-policy-and-controls-setup·WorkflowExpense Policy and Controls Setup
- workflow:budget-planning-cycle·WorkflowBudget Planning Cycle
- workflow:expense-audit·WorkflowExpense Audit
- workflow:revenue-recognition-review·WorkflowRevenue Recognition Review
- workflow:cloud-cost-allocation-review·WorkflowCloud Cost Allocation Review
- workflow:reserved-instance-optimization·WorkflowReserved Instance Optimization
- workflow:finops-monthly-business-review·WorkflowFinOps Monthly Business Review
- workflow:finops-practice-setup·WorkflowFinOps Practice Setup
- workflow:regulatory-sandbox-compliance·WorkflowRegulatory Sandbox Compliance
- workflow:food-safety-audit·WorkflowFood Safety Audit
- workflow:recipe-management-review·WorkflowRecipe Management Review
- workflow:grc-framework-assessment·WorkflowGRC Framework Assessment
- workflow:referral-program-performance-review·WorkflowReferral Program Performance Review
- workflow:landing-page-optimization-cycle·WorkflowLanding Page Optimization Cycle
- workflow:seo-content-audit·WorkflowSEO Content Audit
- workflow:conversion-funnel-optimization·WorkflowConversion Funnel Optimization
- workflow:guest-experience-feedback-analysis·WorkflowGuest Experience Feedback Analysis
- workflow:property-portfolio-analysis·WorkflowProperty Portfolio Analysis
- workflow:employee-engagement-pulse-check·WorkflowEmployee Engagement Pulse Check
- workflow:succession-planning-review·WorkflowSuccession Planning Review
- workflow:workplace-diversity-metrics-review·WorkflowWorkplace Diversity Metrics Review
- workflow:hris-platform-setup·WorkflowHRIS Platform Setup
- workflow:learning-management-system-setup·WorkflowLearning Management System Setup
- workflow:employee-recognition-program-design·WorkflowEmployee Recognition Program Design
- workflow:recruiting-pipeline-review·WorkflowRecruiting Pipeline Review
- workflow:performance-review-cycle·WorkflowPerformance Review Cycle
- workflow:compensation-benchmarking·WorkflowCompensation Benchmarking
- workflow:culture-survey-analysis·WorkflowCulture Survey Analysis
- workflow:production-scheduling-optimization·WorkflowProduction Scheduling Optimization
- workflow:claims-processing-audit·WorkflowClaims Processing Audit
- workflow:earnings-call-preparation·WorkflowEarnings Call Preparation
- workflow:shareholder-engagement-cycle·WorkflowShareholder Engagement Cycle
- workflow:regulatory-change-assessment·WorkflowRegulatory Change Assessment
- workflow:e-discovery-workflow·WorkflowE-Discovery Workflow
- workflow:vessel-compliance-inspection·WorkflowVessel Compliance Inspection
- workflow:port-turnaround-optimization·WorkflowPort Turnaround Optimization
- workflow:multi-touch-attribution-calibration·WorkflowMulti-Touch Attribution Calibration
- workflow:marketing-mix-modeling-cycle·WorkflowMarketing Mix Modeling Cycle
- workflow:customer-acquisition-cost-review·WorkflowCustomer Acquisition Cost Review
- workflow:cohort-retention-analysis·WorkflowCohort Retention Analysis
- workflow:campaign-post-mortem-analysis·WorkflowCampaign Post-Mortem Analysis
- workflow:video-content-production-cycle·WorkflowVideo Content Production Cycle
- workflow:podcast-production-cycle·WorkflowPodcast Production Cycle
- workflow:newsletter-growth-management·WorkflowNewsletter Growth Management
- workflow:social-media-organic-management·WorkflowSocial Media Organic Management
- workflow:webinar-production-cycle·WorkflowWebinar Production Cycle
- workflow:thought-leadership-publication·WorkflowThought Leadership Publication
- workflow:user-generated-content-program·WorkflowUser-Generated Content Program
- workflow:email-marketing-campaign-cycle·WorkflowEmail Marketing Campaign Cycle
- workflow:influencer-partnership-management·WorkflowInfluencer Partnership Management
- workflow:event-marketing-coordination·WorkflowEvent Marketing Coordination
- workflow:product-marketing-launch·WorkflowProduct Marketing Launch
- workflow:demand-generation-campaign·WorkflowDemand Generation Campaign
- workflow:lead-nurture-sequence-optimization·WorkflowLead Nurture Sequence Optimization
- workflow:customer-marketing-campaign·WorkflowCustomer Marketing Campaign
- workflow:account-based-marketing-cycle·WorkflowAccount-Based Marketing Cycle
- workflow:partner-co-marketing-campaign·WorkflowPartner Co-Marketing Campaign
- workflow:marketing-automation-platform-setup·WorkflowMarketing Automation Platform Setup
- workflow:marketing-analytics-stack-setup·WorkflowMarketing Analytics Stack Setup
- workflow:brand-identity-refresh·WorkflowBrand Identity Refresh
- workflow:personalization-engine-optimization·WorkflowPersonalization Engine Optimization
- workflow:marketing-data-warehouse-governance·WorkflowMarketing Data Warehouse Governance
- workflow:seo-technical-audit·WorkflowSEO Technical Audit
- workflow:conversion-rate-experimentation·WorkflowConversion Rate Experimentation
- workflow:marketing-budget-allocation-review·WorkflowMarketing Budget Allocation Review
- workflow:campaign-launch·WorkflowCampaign Launch
- workflow:brand-audit·WorkflowBrand Audit
- workflow:content-calendar-planning·WorkflowContent Calendar Planning
- workflow:marketing-attribution-review·WorkflowMarketing Attribution Review
- workflow:editorial-workflow-management·WorkflowEditorial Workflow Management
- workflow:content-distribution-optimization·WorkflowContent Distribution Optimization
- workflow:content-release-pipeline·WorkflowContent Release Pipeline
- workflow:rights-clearance-workflow·WorkflowRights Clearance Workflow
- workflow:sprint-planning-ceremony·WorkflowSprint Planning Ceremony
- workflow:resource-estimation-review·WorkflowResource Estimation Review
- workflow:grant-lifecycle-management·WorkflowGrant Lifecycle Management
- workflow:impact-measurement-review·WorkflowImpact Measurement Review
- workflow:key-risk-indicator-monitoring·WorkflowKey Risk Indicator Monitoring
- workflow:risk-appetite-framework-review·WorkflowRisk Appetite Framework Review
- workflow:partner-integration-review·WorkflowPartner Integration Review
- workflow:ecosystem-health-assessment·WorkflowEcosystem Health Assessment
- workflow:media-coverage-analysis·WorkflowMedia Coverage Analysis
- workflow:kpi-dashboard-review·WorkflowKPI Dashboard Review
- workflow:knowledge-base-audit·WorkflowKnowledge Base Audit
- workflow:lessons-learned-capture·WorkflowLessons Learned Capture
- workflow:project-portfolio-rebalancing·WorkflowProject Portfolio Rebalancing
- workflow:contract-renewal-negotiation·WorkflowContract Renewal Negotiation
- workflow:supplier-diversity-review·WorkflowSupplier Diversity Review
- workflow:procurement-spend-analysis·WorkflowProcurement Spend Analysis
- workflow:procurement-policy-development·WorkflowProcurement Policy Development
- workflow:e-procurement-platform-setup·WorkflowE-Procurement Platform Setup
- workflow:okr-alignment-review·WorkflowOKR Alignment Review
- workflow:roadmap-review·WorkflowRoadmap Review
- workflow:feature-prioritization·WorkflowFeature Prioritization
- workflow:inventory-replenishment-cycle·WorkflowInventory Replenishment Cycle
- workflow:lead-to-revenue-funnel-analysis·WorkflowLead-to-Revenue Funnel Analysis
- workflow:gtm-motion-alignment-review·WorkflowGTM Motion Alignment Review
- workflow:pricing-strategy-review·WorkflowPricing Strategy Review
- workflow:revenue-forecasting-model-calibration·WorkflowRevenue Forecasting Model Calibration
- workflow:enterprise-risk-register-review·WorkflowEnterprise Risk Register Review
- workflow:third-party-risk-assessment·WorkflowThird-Party Risk Assessment
- workflow:business-impact-analysis·WorkflowBusiness Impact Analysis
- workflow:outbound-prospecting-cadence·WorkflowOutbound Prospecting Cadence
- workflow:sales-forecast-review·WorkflowSales Forecast Review
- workflow:enterprise-deal-negotiation·WorkflowEnterprise Deal Negotiation
- workflow:partner-channel-sales-review·WorkflowPartner Channel Sales Review
- workflow:customer-renewal-management·WorkflowCustomer Renewal Management
- workflow:inside-sales-cadence-optimization·WorkflowInside Sales Cadence Optimization
- workflow:field-sales-territory-optimization·WorkflowField Sales Territory Optimization
- workflow:demo-and-trial-conversion-management·WorkflowDemo and Trial Conversion Management
- workflow:sales-proposal-management·WorkflowSales Proposal Management
- workflow:upsell-cross-sell-motion·WorkflowUpsell and Cross-Sell Motion
- workflow:channel-partner-recruitment·WorkflowChannel Partner Recruitment
- workflow:sales-tech-stack-optimization·WorkflowSales Tech Stack Optimization
- workflow:competitive-displacement-playbook·WorkflowCompetitive Displacement Playbook
- workflow:smb-self-serve-funnel·WorkflowSMB Self-Serve Funnel
- workflow:mid-market-sales-cycle·WorkflowMid-Market Sales Cycle
- workflow:enterprise-procurement-navigation·WorkflowEnterprise Procurement Navigation
- workflow:strategic-account-expansion·WorkflowStrategic Account Expansion
- workflow:crm-configuration-and-cleanup·WorkflowCRM Configuration and Cleanup
- workflow:sales-playbook-development·WorkflowSales Playbook Development
- workflow:sales-compensation-plan-design·WorkflowSales Compensation Plan Design
- workflow:sales-pipeline-review·WorkflowSales Pipeline Review
- workflow:deal-qualification·WorkflowDeal Qualification
- workflow:territory-planning·WorkflowTerritory Planning
- workflow:athlete-performance-analytics-review·WorkflowAthlete Performance Analytics Review
- workflow:event-operations-planning·WorkflowEvent Operations Planning
- workflow:strategic-planning-framework-setup·WorkflowStrategic Planning Framework Setup
- workflow:competitive-intelligence-system-setup·WorkflowCompetitive Intelligence System Setup
- workflow:competitive-intelligence-briefing·WorkflowCompetitive Intelligence Briefing
- workflow:strategic-initiative-progress-review·WorkflowStrategic Initiative Progress Review
- workflow:market-research-synthesis·WorkflowMarket Research Synthesis
- workflow:business-model-canvas-review·WorkflowBusiness Model Canvas Review
- workflow:demand-forecasting-cycle·WorkflowDemand Forecasting Cycle
- workflow:supplier-risk-assessment·WorkflowSupplier Risk Assessment
- workflow:inventory-optimization-review·WorkflowInventory Optimization Review
- workflow:live-chat-support-optimization·WorkflowLive Chat Support Optimization
- workflow:phone-support-queue-management·WorkflowPhone Support Queue Management
- workflow:email-support-workflow·WorkflowEmail Support Workflow
- workflow:social-media-support-monitoring·WorkflowSocial Media Support Monitoring
- workflow:in-app-support-widget-optimization·WorkflowIn-App Support Widget Optimization
- workflow:video-support-session-management·WorkflowVideo Support Session Management
- workflow:support-quality-assurance-review·WorkflowSupport Quality Assurance Review
- workflow:support-tier-structure-design·WorkflowSupport Tier Structure Design
- workflow:billing-support-workflow·WorkflowBilling Support Workflow
- workflow:onboarding-support-program·WorkflowOnboarding Support Program
- workflow:vip-support-program-management·WorkflowVIP Support Program Management
- workflow:network-capacity-planning·WorkflowNetwork Capacity Planning
- workflow:spectrum-allocation-review·WorkflowSpectrum Allocation Review
- workflow:hotel-revenue-management-review·WorkflowHotel Revenue Management Review
- workflow:behavioral-research-ethics-review·WorkflowBehavioral Research Ethics Review
- workflow:digital-preservation-audit·WorkflowDigital Preservation Audit
- workflow:airworthiness-compliance-review·WorkflowAirworthiness Compliance Review
- workflow:biocompatibility-testing-cycle·WorkflowBiocompatibility Testing Cycle
- workflow:carbon-credit-verification·WorkflowCarbon Credit Verification
- workflow:construction-safety-inspection·WorkflowConstruction Safety Inspection
- workflow:scenario-planning-workshop·WorkflowScenario Planning Workshop
- workflow:digital-assessment-integrity-audit·WorkflowDigital Assessment Integrity Audit
- workflow:energy-trading-risk-review·WorkflowEnergy Trading Risk Review
- workflow:sustainable-fashion-audit·WorkflowSustainable Fashion Audit
- workflow:mobile-workforce-safety-check·WorkflowMobile Workforce Safety Check
- workflow:supply-chain-traceability-audit·WorkflowSupply Chain Traceability Audit
- workflow:public-procurement-compliance·WorkflowPublic Procurement Compliance
- workflow:actuarial-model-validation·WorkflowActuarial Model Validation
- workflow:maritime-environmental-compliance·WorkflowMaritime Environmental Compliance
- workflow:content-rights-management-audit·WorkflowContent Rights Management Audit
- workflow:environmental-remediation-planning·WorkflowEnvironmental Remediation Planning
- workflow:donor-stewardship-cycle·WorkflowDonor Stewardship Cycle
- workflow:certification-program-management·WorkflowCertification Program Management
- workflow:leadership-development-review·WorkflowLeadership Development Review
- workflow:technical-skills-gap-analysis·WorkflowTechnical Skills Gap Analysis
- workflow:fleet-maintenance-scheduling·WorkflowFleet Maintenance Scheduling
- workflow:route-optimization-review·WorkflowRoute Optimization Review
- workflow:deal-flow-screening·WorkflowDeal Flow Screening
- workflow:portfolio-company-review·WorkflowPortfolio Company Review
lib_involves_role1
- lib-agent:shared--planner·LibraryAgentplanner
roles_played_by3
- subagent:claude-code.plan·SubagentPlan (Claude Code)
- subagent:planner·SubagentPlanner
- subagent:openai-agents-sdk.triage·SubagentTriage Agent (OpenAI Agents SDK example)