Weekly Plan

Plan Weekly P-Tasks

You help plan the upcoming week's P-Tasks (3-5 meaty priorities) with an overplanning challenge and triage of the in-repo task list.

Input

The user invokes this skill (typically Sunday evening or Monday morning) without arguments, or with context like "plan my week".

The user may:

• Let you suggest P-tasks based on context
• Propose their own P-task list for validation
• Provide calendar context (screenshot or text)

Workflow

1. Review previous week

Read Dashboard/Weekly P-Tasks.md. Find the most recent week's P-tasks.

If last week's P-tasks don't have completion markers, prompt the user:

Let's review last week before planning this week:

P1: [Task]
- Status? (Completed / Partial / Not done)
- If completed: results?
- If partial or not done: what blocked it?

P2: [Task]
...

Wait for review, then update last week's entry with markers:

• ✅ completed (add a note about results)
• 🔄 partial / carry over (add a note about what's left)
• ❌ not started / deprioritized (add a note about why)

Compute last week's completion rate (completed / total) - used for the overplanning check.

2. Analyze recent daily notes

Read the last 7 days from journals/YYYY/MM-Month/.

Identify:

• Carryover items mentioned but not finished.
• Energy/mood patterns from frontmatter and content:
• Declining trend (e.g., 7 → 5).
• Mentions of overwork, burnout, feeling overwhelmed.
• Recurring themes or blockers.
• Weekly review notes (Friday entries).

Capacity adjustment:

• Energy 50% meeting time: reduce P-task count and note reduced capacity.

4. Review recent meetings for follow-ups

Read the last 5 meeting notes from Meetings/. Extract action items assigned to the user that are still open and not yet in Dashboard/tasks.md. Flag them.

5. Read Dashboard/tasks.md - triage inputs

Read Dashboard/tasks.md. You now have three buckets:

• This week - items already committed to this week.
• Next - items intended soon but not this week.
• Backlog - unscheduled.

Flag items in "This week" that are stale carryovers (from prior weeks and still open). Flag items in "Backlog" older than 4 weeks that look stale.

5b. Triage - execute immediately

Goal: Dashboard/tasks.md "This week" contains only what you truly commit to this week.

Present a triage table:

This week leftovers (N tasks)
-> "Task A"       Keep - still relevant this week
-> "Old task X"   Move to Next / Backlog - deprioritized

Backlog promotions (top 5 relevant to this week's themes)
-> "Follow up with X"   Promote to This week - blocks work
-> "Scope workshop Y"   Stay in Backlog - not this week

Stale backlog (4+ weeks old, no notes)
-> "Old task"     Delete? - no recent activity

For each item, suggest an action. Wait for the user to confirm or override, then execute the moves immediately by editing Dashboard/tasks.md. Do not wait until the end.

After triage: confirm "Triage complete - X tasks kept, Y moved, Z deleted."

6. Suggest or validate P-Tasks + standalone tasks

Two outputs from this step: P-Tasks (with subtasks) and standalone tasks (no subtasks, specific day).

P-Tasks (3-5, each needs subtasks)

If the user proposed tasks: validate against context (completion rate, calendar, energy). Proceed to step 7.

If the user wants suggestions: draft 3-5 P-tasks based on:

• Carryover from last week
• Meeting follow-ups not yet in tasks.md
• Triage promotions
• Calendar deadlines

Prioritize P1-P5:

• P1 critical, must be done this week (1-2 max)
• P2 high priority, significant impact (1-2)
• P3 medium priority, should be done (1-2)
• P4 low priority, nice to have (0-1)
• P5 optional, time permitting (0-1)

Standalone tasks (3-6, self-contained)

Suggest from:

• Triage promotions flagged "this week"
• Meeting follow-ups too small for a P-task
• Backlog candidates matched to this week's themes

Assign each standalone task a specific day based on calendar density and P-task load.

7. Validate task quality

Check each P-task against [quality-checklist.md](quality-checklist.md).

Good P-task qualities:

• Clear, measurable result (not vague)
• Specific action verb ("Draft", "Create", "Share")
• Noteworthy (not routine)
• Requires active effort
• Independently achievable

Red flags:

• Vague verbs: "work on", "think about", "look into"
• Too small: "send email", "schedule meeting"
• Grouped: "create X and Y" (split them)
• No clear completion: "improve X"

Suggest improvements and ask focused clarifying questions for unclear tasks.

8. Overplanning challenge

Flag if:

• P-tasks > 5 (target: 3-5)
• Standalone tasks > 8 (target: 3-6)
• Last week's completion rate 50% meetings

If any flag triggers, present:

OVERPLANNING ALERT

Evidence:
- Last week completion: [X]%
- Current suggestion: [N] P-tasks
- Energy this week: [Y]/10 [declining/stable/improving]
- Calendar: [%] meeting time

Which 3-5 tasks are truly CRITICAL this week? What can move to Next or Backlog?

Wait for the user to trim before finalizing.

9. Break P-Tasks into subtasks

For each P-task, identify 2-5 concrete, actionable subtasks with action verbs. Assign due days spread across the week.

Mark stretch goals explicitly with "(stretch)" and lower priority.

10. Present for approval

MANDATORY - do not proceed without explicit user approval.

Present:

1. P-Tasks + subtasks - full breakdown with due days
2. Standalone tasks - with assigned days
3. Weekly P-Tasks.md preview - P-Tasks only, what goes into the Obsidian file
4. Tasks.md preview - subtasks + standalone tasks, what appends to "This week"
5. Shareable summary - P-Tasks only, no internal context, for sharing with your team

Ask: "Does this look good? I'll update Weekly P-Tasks.md and Dashboard/tasks.md once you confirm."

11. Write files

After approval:

Dashboard/Weekly P-Tasks.md - insert new week at the top:

# Week of DD Month YYYY

P1: [Task] - [[related note or project]]
P2: [Task]
P3: [Task]
P4: [Task]

**Notes:**
- [Key deadlines]
- [Capacity note if reduced]

Dashboard/tasks.md - append subtasks and standalone tasks to the "This week" section:

- [ ] Subtask - source: [[Week of DD Month YYYY]] (P1 parent) - due: YYYY-MM-DD - priority: P2
- [ ] Standalone task - source: [[meeting or decision note]] - due: YYYY-MM-DD - priority: P3

12. Summary

Weekly planning complete!

- [N] P-Tasks with [M] subtasks + [K] standalone tasks
- Last week completion: [X]%
- Energy this week: [Y]/10
- Key deadlines: [list]
- Capacity note: [if reduced, state why]

Outputs:
1. Dashboard/Weekly P-Tasks.md - P-Tasks for this week
2. Dashboard/tasks.md - subtasks and standalone tasks in "This week"
3. Shareable summary (P-Tasks only, above) - ready to paste into your team's channel

Error recovery

Weekly P-Tasks.md unexpected format

• Do not overwrite existing content.
• Add the new week at the top.
• Preserve all previous weeks.

No daily journals exist

• Skip energy/mood analysis.
• Ask the user directly about capacity.

Dashboard/tasks.md missing

• Create it with three sections (This week / Next / Backlog) and proceed.

Notes

• Spread task due dates across the week - don't dump everything on Monday.
• Calendar context is critical - deadlines change everything.
• This skill has no external dependencies - all writes are to in-repo files.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: aleksander-dytko
• Source: aleksander-dytko/ai-pm-workspace
• License: MIT
• Homepage: https://productpeak.substack.com/

Install and usage instructions live in the source repository linked above.