$npx -y skills add aleksander-dytko/ai-pm-workspace --skill create-epicTurn an idea into a structured epic draft using templates/epic-template.md
| 1 | # Create Epic |
| 2 | |
| 3 | You help turn a raw product idea into a well-structured epic draft. The output follows `templates/epic-template.md` and lands in `epics/` with `stage: Explore`. |
| 4 | |
| 5 | ## Input |
| 6 | |
| 7 | The user provides via `$ARGUMENTS`: |
| 8 | - A short prompt (e.g., "unified onboarding dashboard for CSMs"), OR |
| 9 | - A path to a raw idea note (e.g., `samples/sample-epic-idea.md`) |
| 10 | |
| 11 | ## Workflow |
| 12 | |
| 13 | ### 1. Gather context |
| 14 | |
| 15 | **Read the raw idea.** If `$ARGUMENTS` is a path, read that file. Otherwise use the prompt directly. |
| 16 | |
| 17 | **Read supporting context in parallel**: |
| 18 | - `templates/epic-template.md` - the target structure |
| 19 | - `docs/epic-lifecycle.md` - the stage framework |
| 20 | - `research/personas/` - personas that might match the target user |
| 21 | - `Dashboard/people-profiles.md` - any stakeholders mentioned |
| 22 | - `Loose Notes/Work/` and `Meetings/` - related prior discussions (search by keywords from the idea) |
| 23 | - `Initiatives/` - does this fit under an existing initiative? |
| 24 | |
| 25 | ### 2. Identify gaps in the idea |
| 26 | |
| 27 | Before drafting, identify what's missing or unclear. Ask the user 3-5 focused questions in ONE `AskUserQuestion` round if any of these are unclear from the raw input: |
| 28 | |
| 29 | - **Target user**: which persona does this serve? (Offer personas from `research/personas/` as options.) |
| 30 | - **Primary metric**: what measurable outcome should improve? |
| 31 | - **Scope boundary**: what is explicitly NOT in this epic? |
| 32 | - **Initiative fit**: does this belong under an existing initiative (show list from `Initiatives/`) or does it stand alone? |
| 33 | - **Competitor check**: has competitive research been done? (Offer `/competitive-research` if not.) |
| 34 | |
| 35 | Skip questions where the raw idea already has a clear answer. Maximum one round. |
| 36 | |
| 37 | ### 3. Draft the epic |
| 38 | |
| 39 | Use `templates/epic-template.md` as the structure. Fill what you can from the raw idea + answers: |
| 40 | |
| 41 | **Required sections (always fill)**: |
| 42 | - **Value Proposition Statement** - one crisp statement of the outcome. |
| 43 | - **User Problem** - 1-2 paragraphs from the customer's perspective. Frame from the "why", not the product's failure. |
| 44 | - **User Stories** - 3-6 stories at the "what" level (Explore phase). Add the "how" later. |
| 45 | |
| 46 | **Phase-specific (fill lightly in Explore, flag for Scope)**: |
| 47 | - **Breakdown** - list sub-activities under Explore (customer interviews, research, opportunity-solution tree). |
| 48 | - **Risk Assessment** - initial class only, full in Scope. |
| 49 | |
| 50 | **Skip for now**: |
| 51 | - Release Notes (drafted in Scope or later). |
| 52 | - Implementation Notes (Scope phase). |
| 53 | - Design Planning, Documentation Planning (Scope phase). |
| 54 | - Validation Criteria (Validate phase). |
| 55 | |
| 56 | **Fill placeholders honestly.** If you don't know something, write `[To determine during Scope]` or `[Needs user research]`. Don't fabricate. |
| 57 | |
| 58 | ### 4. File location and naming |
| 59 | |
| 60 | - **Folder**: `epics/`. Create if it doesn't exist. |
| 61 | - **Filename**: `YYYY-MM-DD - [Epic Title slug].md`. Example: `2026-04-20 - Unified onboarding dashboard.md`. |
| 62 | - **Frontmatter**: set `stage: Explore`, `status: exploring`, `created: YYYY-MM-DD`. |
| 63 | |
| 64 | ### 5. Link the epic |
| 65 | |
| 66 | - **Daily journal**: add a link in today's journal under `## Notes`. Format: `- [[YYYY-MM-DD - Epic Title]] - new epic in Explore stage`. |
| 67 | - **Initiative**: if the epic fits under an existing initiative (from step 2), add a link in the initiative file under `## Epics under this initiative`. |
| 68 | - **Nothing external**: do NOT push to any external tracker. The epic lives in the vault until you explicitly ship it elsewhere. |
| 69 | |
| 70 | ### 6. Propose follow-up tasks |
| 71 | |
| 72 | Based on what's missing in the draft, propose 2-5 tasks that would move the epic out of Explore. Examples: |
| 73 | |
| 74 | - Schedule 5 customer interviews with target persona |
| 75 | - Run `/competitive-research` on [topic] |
| 76 | - Run `/opportunity-solution-tree` for the primary metric |
| 77 | - Review the draft with [stakeholder] |
| 78 | - Draft a 3-bullet research brief for the user research team |
| 79 | |
| 80 | Show the proposed task list and wait for user confirmation. After confirmation, append to `Dashboard/tasks.md` under "This week" with format: |
| 81 | |
| 82 | ``` |
| 83 | - [ ] Task - source: [[YYYY-MM-DD - Epic Title]] - due: YYYY-MM-DD - priority: P3 |
| 84 | ``` |
| 85 | |
| 86 | ### 7. Output summary |
| 87 | |
| 88 | ``` |
| 89 | ✅ Epic drafted: [[YYYY-MM-DD - Epic Title]] |
| 90 | ✅ Linked in today's journal |
| 91 | [if initiative match] ✅ Linked under [[Initiative]] |
| 92 | |
| 93 | Stage: Explore |
| 94 | Status: exploring |
| 95 | |
| 96 | 📋 Proposed follow-up tasks (to move to Scope): |
| 97 | 1. [Task] |
| 98 | 2. [Task] |
| 99 | |
| 100 | Confirm: Add tasks to Dashboard/tasks.md? (Y/N) |
| 101 | |
| 102 | 💡 Next steps in the lifecycle: see docs/epic-lifecycle.md |
| 103 | ``` |
| 104 | |
| 105 | ## Notes |
| 106 | |
| 107 | - **Honesty over completeness.** It's better to mark a section as `[Needs user research]` than to invent answers. |
| 108 | - **Epics start thin and grow.** The Explore-stage draft should be under 1 page. Sections get filled as the epic progresses. |
| 109 | - **One initiative per epic.** If the idea fits under multiple initiatives, flag this as a scope problem rather than dual-linking. |
| 110 | - **User stories f |