# π Planning Workflow Integration - Deliverables Tracking
**Purpose**: Document the standard workflow for tracking deliverables in feature planning
**Feature**: comprehensive-inventory-system (reference implementation)
**Created**: 2025-10-14
---
## π― Overview
This document establishes **deliverables tracking** as a core component of the feature planning workflow. Every multi-phase feature should maintain a DELIVERABLES.md file in its working directory to track:
1. Overall progress across phases
2. Files created/modified per phase
3. Features delivered
4. Metrics (code written, tools created, time invested)
5. Success criteria
---
## π Standard Feature Folder Structure
```
coderef/working/{feature-name}/
βββ context.json # From /gather-context (optional)
βββ analysis.json # From /analyze-for-planning (optional)
βββ plan.json # From /create-plan (required)
βββ DELIVERABLES.md # NEW: Deliverables tracker (required)
βββ WORKFLOW-TRACKING.md # NEW: Workflow documentation (optional, for complex features)
βββ {phase-specific-files}/ # Additional planning artifacts
```
---
## π Workflow Integration
### Step 1: Initial Planning
**Tools**: `/analyze-for-planning` + `/create-plan`
**Actions**:
1. Run `/analyze-for-planning` to gather project context
2. Run `/create-plan` to generate implementation plan
3. **Create DELIVERABLES.md** with phase breakdown from plan.json
4. Initialize phase sections with "Planned" status
**Deliverables Sections to Create**:
```markdown
## Phase 1: {Name} - PLANNED
- Status: Planning
- Deliverables: TBD
- Files to create: [list from plan.json]
- Features: [list from plan.json]
```
---
### Step 2: Phase Implementation
**During active development**
**Actions**:
1. Mark phase status: PLANNED β IN PROGRESS
2. Track files as they're created
3. Check off deliverables as completed
4. Update metrics (lines of code, time spent)
**Example Update**:
```markdown
## Phase 1: Foundation - IN PROGRESS (60%)
### Delivered Files
1. β
generators/inventory_generator.py (590 lines)
2. β
coderef/inventory/schema.json (152 lines)
3. π tool_handlers.py (in progress)
4. βοΈ README.md (not started)
```
---
### Step 3: Phase Completion
**After phase is done**
**Actions**:
1. Mark phase status: IN PROGRESS β COMPLETE
2. Add version number and commit hash
3. Document all delivered files
4. Calculate metrics (actual vs estimated time)
5. Add changelog entry reference
**Example**:
```markdown
## Phase 1: Foundation - COMPLETE
**Status**: β
Shipped (v1.5.0 - 2025-10-14)
**Commit**: `cb8ed81`
**Effort**: 8 hours (est. 6 hours, +33% overrun)
### Delivered Files
1. β
generators/inventory_generator.py (590 lines)
2. β
coderef/inventory/schema.json (152 lines)
...
### Changelog
- Version 1.5.0 entry (change-022)
```
---
### Step 4: Feature Completion
**After all phases done**
**Actions**:
1. Update overall progress: 100%
2. Calculate total metrics
3. Document lessons learned
4. Archive or move to production docs
---
## π Required Sections in DELIVERABLES.md
### 1. Overall Progress Table
```markdown
## π Overall Progress
| Phase | Status | Deliverables | Completion |
|-------|--------|--------------|------------|
| Phase 1 | β
Complete | 9 files | 100% |
| Phase 2 | π Planned | 12 files | 0% |
...
```
### 2. Per-Phase Breakdown
For each phase:
```markdown
## Phase X: {Name} - {STATUS}
**Status**: {Planned|In Progress|Complete|Blocked}
**Tool**: {tool_name} (if applicable)
**Commit**: {hash} (if complete)
**Effort**: {actual hours} ({estimated hours})
### Delivered Files
1. **{file_path}** ({lines} lines)
- {Description}
### Features Delivered
β
{Feature 1}
β
{Feature 2}
### Output Files (Generated)
- **{output_path}** (per project)
- {Description of contents}
```
### 3. Metrics Section
```markdown
## π Metrics
### Code Written
- Phase 1: ~1,200 lines
- Total: ~6,000 lines
### Tools Created
- Phase 1: 1 tool
- Total: 8-10 tools
### Time Investment
- Phase 1: 8 hours
- Total: 60-80 hours
```
### 4. Success Criteria
```markdown
## π― Success Criteria
### Per-Phase Criteria
β
Functional MCP tool
β
JSON schema
β
Documentation updated
...
### Overall Success Criteria
β
All tools functional
β
User feedback positive
```
---
## π When to Create DELIVERABLES.md
**Create when**:
- Feature has β₯2 phases
- Implementation will take >8 hours
- Multiple files will be created/modified
- Feature builds on previous work (like Phase 1 β Phase 2)
**Skip when**:
- Single-file bug fix
- Simple documentation update
- Feature has only 1 phase with <4 deliverables
---
## π¨ Status Indicators
Use consistent status indicators:
| Indicator | Meaning | When to Use |
|-----------|---------|-------------|
| βοΈ | Not Started | Phase hasn't begun |
| π | Planned | Plan exists, not started |
| π | In Progress | Actively working |
| β
| Complete | Shipped and committed |
| βΈοΈ | Paused | Temporarily halted |
| β | Cancelled | Phase abandoned |
| π§ | Blocked | Waiting on dependency |
---
## π Best Practices
### 1. Update Frequently
- Update DELIVERABLES.md after each significant commit
- Don't wait until phase completion
- Small, incremental updates are better than large batch updates
### 2. Track Actuals vs Estimates
- Record estimated effort from planning
- Record actual effort during implementation
- Calculate variance (helps improve future estimates)
### 3. Link to Commits
- Include commit hash for each completed phase
- Link to changelog entries
- Reference related PRs or issues
### 4. Document Blockers
- If phase is blocked, document why
- Note dependencies or external factors
- Update when blocker is resolved
### 5. Capture Lessons Learned
- Note what went well
- Note what took longer than expected
- Document technical decisions made
---
## π Integration with Other Workflows
### Planning Workflow
1. `/analyze-for-planning` β provides context
2. `/create-plan` β generates plan.json
3. **Manual**: Create DELIVERABLES.md from plan
4. `/validate-plan` β ensures quality
5. `/generate-plan-review` β creates review
### Implementation Workflow
1. **Check**: DELIVERABLES.md for current phase tasks
2. **Implement**: Build features
3. **Update**: Mark deliverables complete
4. **Commit**: Reference DELIVERABLES.md in commit
5. **Changelog**: Update changelog (references DELIVERABLES.md)
### Documentation Workflow
1. **Source**: DELIVERABLES.md shows what was built
2. **Update**: README/API.md based on deliverables
3. **Reference**: Link to deliverables in documentation
4. **Archive**: Move completed deliverables to release notes
---
## π¦ Example: comprehensive-inventory-system
**Reference Implementation**: See `DELIVERABLES.md` in this directory
**Highlights**:
- 6 phases planned
- Phase 1 complete (inventory_manifest)
- Phase 2 detailed planning done
- Phases 3-6 high-level planning
- Metrics tracked per phase
- External dependencies documented (OSV API, npm registry, PyPI)
- Success criteria defined
**Pattern to Follow**:
```markdown
1. Overall progress table (visual status)
2. Completed phases (full detail)
3. Current phase (detailed planning)
4. Future phases (high-level planning)
5. Metrics (code, tools, time)
6. Success criteria
```
---
## π― Benefits
### For Developers
β
Clear roadmap of what needs to be built
β
Progress tracking shows momentum
β
Metrics improve future estimates
β
Documentation is auto-generated from deliverables
### For Project Management
β
Visibility into feature progress
β
Identify blockers early
β
Track velocity (planned vs actual)
β
Historical data for planning
### For Users
β
Transparency about what's coming
β
Clear understanding of feature scope
β
Expectation management (when will X be ready?)
---
## π Next Steps
**For comprehensive-inventory-system**:
1. β
DELIVERABLES.md created
2. β
Phase 1 complete and documented
3. π Phase 2 planning complete
4. π Ready to start Phase 2 implementation
**For future features**:
1. Create DELIVERABLES.md during planning
2. Use comprehensive-inventory-system as template
3. Update throughout implementation
4. Archive when feature complete
---
**Established**: 2025-10-14
**Pattern Owner**: willh, Claude Code AI
**Status**: β
Active Standard
This workflow pattern is now part of the docs-mcp development process.