Planning Readiness Summary
Template Library
Planning Readiness Summary Template
Summarize the ES-103 planning package and decide whether ES-104 architecture and technical approach can begin responsibly.
ES-103
Readiness
Gate Summary
Template purpose
Use this template to summarize the ES-103 planning package.
This artifact records whether the plan, work breakdown, ownership model, milestones, dependencies, estimates, risks, and review evidence are sufficient for ES-104 — Architecture and Technical Approach to begin.
Project
<Project name>
Document control
| Field |
Value |
| Artifact owner |
<owner> |
| Primary reviewers |
<reviewers> |
| Status |
<draft / in review / accepted / revised> |
| Last updated |
<YYYY-MM-DD> |
| Related Engineering Stage |
ES-103 — Planning and Work Breakdown |
| Project workspace target |
docs/project-workspace/planning/planning_readiness_summary.md |
| Next stage |
ES-104 — Architecture and Technical Approach |
ES-103 package summary
<One or two paragraphs summarizing the planning package.>
Completed artifacts
| Artifact |
Project Workspace Reference |
Status |
Notes |
| Planning Overview |
docs/project-workspace/planning/planning_overview.md |
<draft / reviewed / accepted / incomplete> |
<notes> |
| Work Breakdown Structure |
docs/project-workspace/planning/work_breakdown_structure.md |
<draft / reviewed / accepted / incomplete> |
<notes> |
| Roles and Responsibilities |
docs/project-workspace/planning/roles_and_responsibilities.md |
<draft / reviewed / accepted / incomplete> |
<notes> |
| Milestones |
docs/project-workspace/planning/milestones.md |
<draft / reviewed / accepted / incomplete> |
<notes> |
| Dependency Map |
docs/project-workspace/planning/dependency_map.md |
<draft / reviewed / accepted / incomplete> |
<notes> |
| Estimation Record |
docs/project-workspace/planning/estimation_record.md |
<draft / reviewed / accepted / incomplete> |
<notes> |
| Risk Register |
docs/project-workspace/planning/risk_register.md |
<draft / reviewed / accepted / incomplete> |
<notes> |
| Planning Review |
docs/project-workspace/planning/planning_review.md |
<draft / reviewed / accepted / incomplete> |
<notes> |
Major work areas
| Work Area |
Key Work Packages |
Architecture Impact |
<area> |
<WP-IDs> |
<impact> |
Major risks
| Risk ID |
Risk |
Architecture / Planning Impact |
Mitigation |
<R-ID> |
<risk> |
<impact> |
<mitigation> |
Architecture-relevant issues
| Issue |
Source |
Needed in ES-104 |
<issue> |
<requirement, constraint, dependency, risk, work package> |
<architecture decision, model, tradeoff, spike, review> |
Ownership and evidence status
| Area |
Status |
Notes |
| Work ownership |
<clear / partial / unclear> |
<notes> |
| Evidence ownership |
<clear / partial / unclear> |
<notes> |
| Review ownership |
<clear / partial / unclear> |
<notes> |
| AI verification ownership |
<clear / partial / unclear / not applicable> |
<notes> |
| Risk ownership |
<clear / partial / unclear> |
<notes> |
Dependency status
| Area |
Status |
Notes |
| Critical dependencies |
<resolved / planned / open / blocked> |
<notes> |
| Architecture dependencies |
<resolved / planned / open / blocked> |
<notes> |
| External dependencies |
<resolved / planned / open / blocked> |
<notes> |
Readiness decision for ES-104
Can architecture and technical approach work begin?
<Yes / No / Conditional, with rationale.>
Conditions for proceeding
If readiness is conditional, list required actions.
| Condition |
Owner |
Due |
<condition> |
<owner> |
<date or stage> |
Reviewer notes
<Optional reviewer comments.>
Readiness checklist
- [ ] Planning traces to accepted requirements and constraints.
- [ ] Work packages are deliverable-oriented.
- [ ] Owners are assigned for work, evidence, review, risks, and dependencies.
- [ ] Milestones include readiness evidence.
- [ ] Dependencies are visible and assigned.
- [ ] Estimates include confidence and uncertainty.
- [ ] Risks are recorded, assigned, and actionable.
- [ ] AI verification work is planned where relevant.
- [ ] Architecture-relevant issues are visible.
- [ ] ES-104 can begin without hiding major uncertainty.
Continue to Architecture Templates
Use the accepted planning package to begin ES-104 architecture and technical approach work.
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