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Role
role:planner
Planner
role:planner
Role
role/roles/planner.yaml
·
Open in Graph →
overview
json
graph
Attributes
displayName
Planner
isAgentic
true
requiredCapabilities
capability:supports-thinking
requiredDomains
[]
description
The Planner role.
Outgoing edges
(6)
requires_capability
1
capability:supports-thinking
·
Capability
Supports thinking
requires_expertise
5
skill-area:adr-writing
·
SkillArea
ADR Writing
skill-area:c4-modeling
·
SkillArea
C4 Modeling
skill-area:context-management
·
SkillArea
LLM Context Management
skill-area:eval-driven-development
·
SkillArea
Eval-Driven LLM Development
skill-area:agentic-loops
·
SkillArea
Agentic Loops
Incoming edges
(279)
involves_role
276
workflow:youtube-video-ad-campaign
·
Workflow
YouTube Video Ad Campaign
workflow:linkedin-sponsored-content-management
·
Workflow
LinkedIn Sponsored Content Management
workflow:tiktok-short-form-ad-cycle
·
Workflow
TikTok Short-Form Ad Cycle
workflow:google-shopping-feed-optimization
·
Workflow
Google Shopping Feed Optimization
workflow:podcast-advertising-management
·
Workflow
Podcast Advertising Management
workflow:connected-tv-campaign-management
·
Workflow
Connected TV Campaign Management
workflow:out-of-home-advertising-review
·
Workflow
Out-of-Home Advertising Review
workflow:affiliate-program-management
·
Workflow
Affiliate Program Management
workflow:ad-tech-stack-setup
·
Workflow
Ad Tech Stack Setup
workflow:advertising-channel-evaluation
·
Workflow
Advertising Channel Evaluation
workflow:ad-fraud-detection-setup
·
Workflow
Ad Fraud Detection Setup
workflow:paid-search-campaign-optimization
·
Workflow
Paid Search Campaign Optimization
workflow:programmatic-media-buying-review
·
Workflow
Programmatic Media Buying Review
workflow:social-media-ad-performance-review
·
Workflow
Social Media Ad Performance Review
workflow:display-retargeting-optimization
·
Workflow
Display Retargeting Optimization
workflow:ad-creative-production-cycle
·
Workflow
Ad Creative Production Cycle
workflow:crop-yield-forecasting
·
Workflow
Crop Yield Forecasting
workflow:self-serve-analytics-enablement
·
Workflow
Self-Serve Analytics Enablement
workflow:exhibition-development-cycle
·
Workflow
Exhibition Development Cycle
workflow:grant-proposal-review
·
Workflow
Grant Proposal Review
workflow:survey-methodology-review
·
Workflow
Survey Methodology Review
workflow:mro-scheduling-optimization
·
Workflow
MRO Scheduling Optimization
workflow:partner-program-design
·
Workflow
Partner Program Design
workflow:bizdev-crm-and-tracking-setup
·
Workflow
BizDev CRM and Tracking Setup
workflow:partnership-pipeline-review
·
Workflow
Partnership Pipeline Review
workflow:channel-partner-enablement
·
Workflow
Channel Partner Enablement
workflow:strategic-alliance-performance-review
·
Workflow
Strategic Alliance Performance Review
workflow:market-expansion-assessment
·
Workflow
Market Expansion Assessment
workflow:requirements-elicitation-workshop
·
Workflow
Requirements Elicitation Workshop
workflow:business-case-development
·
Workflow
Business Case Development
workflow:vendor-performance-review
·
Workflow
Vendor Performance Review
workflow:process-automation-assessment
·
Workflow
Process Automation Assessment
workflow:construction-schedule-optimization
·
Workflow
Construction Schedule Optimization
workflow:renewable-energy-project-assessment
·
Workflow
Renewable Energy Project Assessment
workflow:circular-economy-audit
·
Workflow
Circular Economy Audit
workflow:discord-community-management
·
Workflow
Discord Community Management
workflow:forum-community-management
·
Workflow
Forum Community Management
workflow:open-source-community-stewardship
·
Workflow
Open Source Community Stewardship
workflow:hackathon-organization
·
Workflow
Hackathon Organization
workflow:user-group-chapter-management
·
Workflow
User Group Chapter Management
workflow:community-guidelines-development
·
Workflow
Community Guidelines Development
workflow:community-ambassador-program-setup
·
Workflow
Community Ambassador Program Setup
workflow:community-moderation-cycle
·
Workflow
Community Moderation Cycle
workflow:community-event-planning
·
Workflow
Community Event Planning
workflow:construction-bim-coordination
·
Workflow
Construction BIM Coordination
workflow:building-permit-compliance-review
·
Workflow
Building Permit Compliance Review
workflow:editorial-calendar-review
·
Workflow
Editorial Calendar Review
workflow:content-performance-analysis
·
Workflow
Content Performance Analysis
workflow:project-risk-assessment
·
Workflow
Project Risk Assessment
workflow:supply-chain-risk-monitoring
·
Workflow
Supply Chain Risk Monitoring
workflow:compliance-technology-stack-audit
·
Workflow
Compliance Technology Stack Audit
workflow:end-to-end-customer-journey-audit
·
Workflow
End-to-End Customer Journey Audit
workflow:procurement-cycle
·
Workflow
Procurement Cycle
workflow:vendor-onboarding
·
Workflow
Vendor Onboarding
workflow:customer-health-score-review
·
Workflow
Customer Health Score Review
workflow:nps-survey-cycle
·
Workflow
NPS Survey Cycle
workflow:customer-onboarding-program
·
Workflow
Customer Onboarding Program
workflow:account-plan-review
·
Workflow
Account Plan Review
workflow:customer-advocacy-program
·
Workflow
Customer Advocacy Program
workflow:customer-win-loss-analysis
·
Workflow
Customer Win/Loss Analysis
workflow:customer-journey-mapping-refresh
·
Workflow
Customer Journey Mapping Refresh
workflow:voice-of-customer-synthesis
·
Workflow
Voice of Customer Synthesis
workflow:customer-segmentation-review
·
Workflow
Customer Segmentation Review
workflow:customer-lifecycle-automation-setup
·
Workflow
Customer Lifecycle Automation Setup
workflow:metrics-definition-alignment
·
Workflow
Metrics Definition Alignment
workflow:forecasting-model-calibration
·
Workflow
Forecasting Model Calibration
workflow:decision-retrospective
·
Workflow
Decision Retrospective
workflow:game-localization-pipeline
·
Workflow
Game Localization Pipeline
workflow:customer-churn-analysis
·
Workflow
Customer Churn Analysis
workflow:pay-equity-analysis
·
Workflow
Pay Equity Analysis
workflow:employee-resource-group-impact-review
·
Workflow
Employee Resource Group Impact Review
workflow:dei-metrics-review
·
Workflow
DEI Metrics Review
workflow:student-engagement-analytics
·
Workflow
Student Engagement Analytics
workflow:curriculum-update-cycle
·
Workflow
Curriculum Update Cycle
workflow:learning-outcomes-assessment
·
Workflow
Learning Outcomes Assessment
workflow:annual-strategic-planning
·
Workflow
Annual Strategic Planning
workflow:board-reporting-cycle
·
Workflow
Board Reporting Cycle
workflow:merger-integration-playbook
·
Workflow
Merger Integration Playbook
workflow:organizational-restructuring
·
Workflow
Organizational Restructuring
workflow:employee-exit-process
·
Workflow
Employee Exit Process
workflow:corporate-communications-review
·
Workflow
Corporate Communications Review
workflow:it-service-catalog-review
·
Workflow
IT Service Catalog Review
workflow:it-asset-lifecycle-management
·
Workflow
IT Asset Lifecycle Management
workflow:scope3-emissions-tracking
·
Workflow
Scope 3 Emissions Tracking
workflow:sustainability-supply-chain-audit
·
Workflow
Sustainability Supply Chain Audit
workflow:climate-risk-scenario-analysis
·
Workflow
Climate Risk Scenario Analysis
workflow:esg-reporting-cycle
·
Workflow
ESG Reporting Cycle
workflow:carbon-footprint-audit
·
Workflow
Carbon Footprint Audit
workflow:workplace-space-planning
·
Workflow
Workplace Space Planning
workflow:office-relocation-management
·
Workflow
Office Relocation Management
workflow:workplace-safety-audit
·
Workflow
Workplace Safety Audit
workflow:design-to-shelf-pipeline
·
Workflow
Design-to-Shelf Pipeline
workflow:trend-forecasting-cycle
·
Workflow
Trend Forecasting Cycle
workflow:field-dispatch-optimization
·
Workflow
Field Dispatch Optimization
workflow:work-order-lifecycle-management
·
Workflow
Work Order Lifecycle Management
workflow:accounts-payable-cycle
·
Workflow
Accounts Payable Cycle
workflow:accounts-receivable-aging-review
·
Workflow
Accounts Receivable Aging Review
workflow:tax-compliance-review
·
Workflow
Tax Compliance Review
workflow:financial-close-cycle
·
Workflow
Financial Close Cycle
workflow:erp-system-configuration
·
Workflow
ERP System Configuration
workflow:financial-reporting-dashboard-setup
·
Workflow
Financial Reporting Dashboard Setup
workflow:expense-policy-and-controls-setup
·
Workflow
Expense Policy and Controls Setup
workflow:budget-planning-cycle
·
Workflow
Budget Planning Cycle
workflow:expense-audit
·
Workflow
Expense Audit
workflow:revenue-recognition-review
·
Workflow
Revenue Recognition Review
workflow:cloud-cost-allocation-review
·
Workflow
Cloud Cost Allocation Review
workflow:reserved-instance-optimization
·
Workflow
Reserved Instance Optimization
workflow:finops-monthly-business-review
·
Workflow
FinOps Monthly Business Review
workflow:finops-practice-setup
·
Workflow
FinOps Practice Setup
workflow:regulatory-sandbox-compliance
·
Workflow
Regulatory Sandbox Compliance
workflow:food-safety-audit
·
Workflow
Food Safety Audit
workflow:recipe-management-review
·
Workflow
Recipe Management Review
workflow:grc-framework-assessment
·
Workflow
GRC Framework Assessment
workflow:referral-program-performance-review
·
Workflow
Referral Program Performance Review
workflow:landing-page-optimization-cycle
·
Workflow
Landing Page Optimization Cycle
workflow:seo-content-audit
·
Workflow
SEO Content Audit
workflow:conversion-funnel-optimization
·
Workflow
Conversion Funnel Optimization
workflow:guest-experience-feedback-analysis
·
Workflow
Guest Experience Feedback Analysis
workflow:property-portfolio-analysis
·
Workflow
Property Portfolio Analysis
workflow:employee-engagement-pulse-check
·
Workflow
Employee Engagement Pulse Check
workflow:succession-planning-review
·
Workflow
Succession Planning Review
workflow:workplace-diversity-metrics-review
·
Workflow
Workplace Diversity Metrics Review
workflow:hris-platform-setup
·
Workflow
HRIS Platform Setup
workflow:learning-management-system-setup
·
Workflow
Learning Management System Setup
workflow:employee-recognition-program-design
·
Workflow
Employee Recognition Program Design
workflow:recruiting-pipeline-review
·
Workflow
Recruiting Pipeline Review
workflow:performance-review-cycle
·
Workflow
Performance Review Cycle
workflow:compensation-benchmarking
·
Workflow
Compensation Benchmarking
workflow:culture-survey-analysis
·
Workflow
Culture Survey Analysis
workflow:production-scheduling-optimization
·
Workflow
Production Scheduling Optimization
workflow:claims-processing-audit
·
Workflow
Claims Processing Audit
workflow:earnings-call-preparation
·
Workflow
Earnings Call Preparation
workflow:shareholder-engagement-cycle
·
Workflow
Shareholder Engagement Cycle
workflow:regulatory-change-assessment
·
Workflow
Regulatory Change Assessment
workflow:e-discovery-workflow
·
Workflow
E-Discovery Workflow
workflow:vessel-compliance-inspection
·
Workflow
Vessel Compliance Inspection
workflow:port-turnaround-optimization
·
Workflow
Port Turnaround Optimization
workflow:multi-touch-attribution-calibration
·
Workflow
Multi-Touch Attribution Calibration
workflow:marketing-mix-modeling-cycle
·
Workflow
Marketing Mix Modeling Cycle
workflow:customer-acquisition-cost-review
·
Workflow
Customer Acquisition Cost Review
workflow:cohort-retention-analysis
·
Workflow
Cohort Retention Analysis
workflow:campaign-post-mortem-analysis
·
Workflow
Campaign Post-Mortem Analysis
workflow:video-content-production-cycle
·
Workflow
Video Content Production Cycle
workflow:podcast-production-cycle
·
Workflow
Podcast Production Cycle
workflow:newsletter-growth-management
·
Workflow
Newsletter Growth Management
workflow:social-media-organic-management
·
Workflow
Social Media Organic Management
workflow:webinar-production-cycle
·
Workflow
Webinar Production Cycle
workflow:thought-leadership-publication
·
Workflow
Thought Leadership Publication
workflow:user-generated-content-program
·
Workflow
User-Generated Content Program
workflow:email-marketing-campaign-cycle
·
Workflow
Email Marketing Campaign Cycle
workflow:influencer-partnership-management
·
Workflow
Influencer Partnership Management
workflow:event-marketing-coordination
·
Workflow
Event Marketing Coordination
workflow:product-marketing-launch
·
Workflow
Product Marketing Launch
workflow:demand-generation-campaign
·
Workflow
Demand Generation Campaign
workflow:lead-nurture-sequence-optimization
·
Workflow
Lead Nurture Sequence Optimization
workflow:customer-marketing-campaign
·
Workflow
Customer Marketing Campaign
workflow:account-based-marketing-cycle
·
Workflow
Account-Based Marketing Cycle
workflow:partner-co-marketing-campaign
·
Workflow
Partner Co-Marketing Campaign
workflow:marketing-automation-platform-setup
·
Workflow
Marketing Automation Platform Setup
workflow:marketing-analytics-stack-setup
·
Workflow
Marketing Analytics Stack Setup
workflow:brand-identity-refresh
·
Workflow
Brand Identity Refresh
workflow:personalization-engine-optimization
·
Workflow
Personalization Engine Optimization
workflow:marketing-data-warehouse-governance
·
Workflow
Marketing Data Warehouse Governance
workflow:seo-technical-audit
·
Workflow
SEO Technical Audit
workflow:conversion-rate-experimentation
·
Workflow
Conversion Rate Experimentation
workflow:marketing-budget-allocation-review
·
Workflow
Marketing Budget Allocation Review
workflow:campaign-launch
·
Workflow
Campaign Launch
workflow:brand-audit
·
Workflow
Brand Audit
workflow:content-calendar-planning
·
Workflow
Content Calendar Planning
workflow:marketing-attribution-review
·
Workflow
Marketing Attribution Review
workflow:editorial-workflow-management
·
Workflow
Editorial Workflow Management
workflow:content-distribution-optimization
·
Workflow
Content Distribution Optimization
workflow:content-release-pipeline
·
Workflow
Content Release Pipeline
workflow:rights-clearance-workflow
·
Workflow
Rights Clearance Workflow
workflow:sprint-planning-ceremony
·
Workflow
Sprint Planning Ceremony
workflow:resource-estimation-review
·
Workflow
Resource Estimation Review
workflow:grant-lifecycle-management
·
Workflow
Grant Lifecycle Management
workflow:impact-measurement-review
·
Workflow
Impact Measurement Review
workflow:key-risk-indicator-monitoring
·
Workflow
Key Risk Indicator Monitoring
workflow:risk-appetite-framework-review
·
Workflow
Risk Appetite Framework Review
workflow:partner-integration-review
·
Workflow
Partner Integration Review
workflow:ecosystem-health-assessment
·
Workflow
Ecosystem Health Assessment
workflow:media-coverage-analysis
·
Workflow
Media Coverage Analysis
workflow:kpi-dashboard-review
·
Workflow
KPI Dashboard Review
workflow:knowledge-base-audit
·
Workflow
Knowledge Base Audit
workflow:lessons-learned-capture
·
Workflow
Lessons Learned Capture
workflow:project-portfolio-rebalancing
·
Workflow
Project Portfolio Rebalancing
workflow:contract-renewal-negotiation
·
Workflow
Contract Renewal Negotiation
workflow:supplier-diversity-review
·
Workflow
Supplier Diversity Review
workflow:procurement-spend-analysis
·
Workflow
Procurement Spend Analysis
workflow:procurement-policy-development
·
Workflow
Procurement Policy Development
workflow:e-procurement-platform-setup
·
Workflow
E-Procurement Platform Setup
workflow:okr-alignment-review
·
Workflow
OKR Alignment Review
workflow:roadmap-review
·
Workflow
Roadmap Review
workflow:feature-prioritization
·
Workflow
Feature Prioritization
workflow:inventory-replenishment-cycle
·
Workflow
Inventory Replenishment Cycle
workflow:lead-to-revenue-funnel-analysis
·
Workflow
Lead-to-Revenue Funnel Analysis
workflow:gtm-motion-alignment-review
·
Workflow
GTM Motion Alignment Review
workflow:pricing-strategy-review
·
Workflow
Pricing Strategy Review
workflow:revenue-forecasting-model-calibration
·
Workflow
Revenue Forecasting Model Calibration
workflow:enterprise-risk-register-review
·
Workflow
Enterprise Risk Register Review
workflow:third-party-risk-assessment
·
Workflow
Third-Party Risk Assessment
workflow:business-impact-analysis
·
Workflow
Business Impact Analysis
workflow:outbound-prospecting-cadence
·
Workflow
Outbound Prospecting Cadence
workflow:sales-forecast-review
·
Workflow
Sales Forecast Review
workflow:enterprise-deal-negotiation
·
Workflow
Enterprise Deal Negotiation
workflow:partner-channel-sales-review
·
Workflow
Partner Channel Sales Review
workflow:customer-renewal-management
·
Workflow
Customer Renewal Management
workflow:inside-sales-cadence-optimization
·
Workflow
Inside Sales Cadence Optimization
workflow:field-sales-territory-optimization
·
Workflow
Field Sales Territory Optimization
workflow:demo-and-trial-conversion-management
·
Workflow
Demo and Trial Conversion Management
workflow:sales-proposal-management
·
Workflow
Sales Proposal Management
workflow:upsell-cross-sell-motion
·
Workflow
Upsell and Cross-Sell Motion
workflow:channel-partner-recruitment
·
Workflow
Channel Partner Recruitment
workflow:sales-tech-stack-optimization
·
Workflow
Sales Tech Stack Optimization
workflow:competitive-displacement-playbook
·
Workflow
Competitive Displacement Playbook
workflow:smb-self-serve-funnel
·
Workflow
SMB Self-Serve Funnel
workflow:mid-market-sales-cycle
·
Workflow
Mid-Market Sales Cycle
workflow:enterprise-procurement-navigation
·
Workflow
Enterprise Procurement Navigation
workflow:strategic-account-expansion
·
Workflow
Strategic Account Expansion
workflow:crm-configuration-and-cleanup
·
Workflow
CRM Configuration and Cleanup
workflow:sales-playbook-development
·
Workflow
Sales Playbook Development
workflow:sales-compensation-plan-design
·
Workflow
Sales Compensation Plan Design
workflow:sales-pipeline-review
·
Workflow
Sales Pipeline Review
workflow:deal-qualification
·
Workflow
Deal Qualification
workflow:territory-planning
·
Workflow
Territory Planning
workflow:athlete-performance-analytics-review
·
Workflow
Athlete Performance Analytics Review
workflow:event-operations-planning
·
Workflow
Event Operations Planning
workflow:strategic-planning-framework-setup
·
Workflow
Strategic Planning Framework Setup
workflow:competitive-intelligence-system-setup
·
Workflow
Competitive Intelligence System Setup
workflow:competitive-intelligence-briefing
·
Workflow
Competitive Intelligence Briefing
workflow:strategic-initiative-progress-review
·
Workflow
Strategic Initiative Progress Review
workflow:market-research-synthesis
·
Workflow
Market Research Synthesis
workflow:business-model-canvas-review
·
Workflow
Business Model Canvas Review
workflow:demand-forecasting-cycle
·
Workflow
Demand Forecasting Cycle
workflow:supplier-risk-assessment
·
Workflow
Supplier Risk Assessment
workflow:inventory-optimization-review
·
Workflow
Inventory Optimization Review
workflow:live-chat-support-optimization
·
Workflow
Live Chat Support Optimization
workflow:phone-support-queue-management
·
Workflow
Phone Support Queue Management
workflow:email-support-workflow
·
Workflow
Email Support Workflow
workflow:social-media-support-monitoring
·
Workflow
Social Media Support Monitoring
workflow:in-app-support-widget-optimization
·
Workflow
In-App Support Widget Optimization
workflow:video-support-session-management
·
Workflow
Video Support Session Management
workflow:support-quality-assurance-review
·
Workflow
Support Quality Assurance Review
workflow:support-tier-structure-design
·
Workflow
Support Tier Structure Design
workflow:billing-support-workflow
·
Workflow
Billing Support Workflow
workflow:onboarding-support-program
·
Workflow
Onboarding Support Program
workflow:vip-support-program-management
·
Workflow
VIP Support Program Management
workflow:network-capacity-planning
·
Workflow
Network Capacity Planning
workflow:spectrum-allocation-review
·
Workflow
Spectrum Allocation Review
workflow:hotel-revenue-management-review
·
Workflow
Hotel Revenue Management Review
workflow:behavioral-research-ethics-review
·
Workflow
Behavioral Research Ethics Review
workflow:digital-preservation-audit
·
Workflow
Digital Preservation Audit
workflow:airworthiness-compliance-review
·
Workflow
Airworthiness Compliance Review
workflow:biocompatibility-testing-cycle
·
Workflow
Biocompatibility Testing Cycle
workflow:carbon-credit-verification
·
Workflow
Carbon Credit Verification
workflow:construction-safety-inspection
·
Workflow
Construction Safety Inspection
workflow:scenario-planning-workshop
·
Workflow
Scenario Planning Workshop
workflow:digital-assessment-integrity-audit
·
Workflow
Digital Assessment Integrity Audit
workflow:energy-trading-risk-review
·
Workflow
Energy Trading Risk Review
workflow:sustainable-fashion-audit
·
Workflow
Sustainable Fashion Audit
workflow:mobile-workforce-safety-check
·
Workflow
Mobile Workforce Safety Check
workflow:supply-chain-traceability-audit
·
Workflow
Supply Chain Traceability Audit
workflow:public-procurement-compliance
·
Workflow
Public Procurement Compliance
workflow:actuarial-model-validation
·
Workflow
Actuarial Model Validation
workflow:maritime-environmental-compliance
·
Workflow
Maritime Environmental Compliance
workflow:content-rights-management-audit
·
Workflow
Content Rights Management Audit
workflow:environmental-remediation-planning
·
Workflow
Environmental Remediation Planning
workflow:donor-stewardship-cycle
·
Workflow
Donor Stewardship Cycle
workflow:certification-program-management
·
Workflow
Certification Program Management
workflow:leadership-development-review
·
Workflow
Leadership Development Review
workflow:technical-skills-gap-analysis
·
Workflow
Technical Skills Gap Analysis
workflow:fleet-maintenance-scheduling
·
Workflow
Fleet Maintenance Scheduling
workflow:route-optimization-review
·
Workflow
Route Optimization Review
workflow:deal-flow-screening
·
Workflow
Deal Flow Screening
workflow:portfolio-company-review
·
Workflow
Portfolio Company Review
roles_played_by
3
subagent:claude-code.plan
·
Subagent
Plan (Claude Code)
subagent:planner
·
Subagent
Planner
subagent:openai-agents-sdk.triage
·
Subagent
Triage Agent (OpenAI Agents SDK example)