Executing EPIC Workflow
1. Context
- Main Objective: Execute feature development using the EPIC methodology (Explore, Research, Plan, Validate, Implement, Review, Iterate)
- Secondary Objective: Ensure proper delegation to specialized subagents for each phase
- User Input: Feature description, requirements, or task specification
- Workflow: Explore → Research → Plan → Validate Plan → Implement → Review → Iterate (main agent only implements)
CRITICAL: Session Directory Initialization
BEFORE starting any EPIC phase, the main agent MUST:
- Create session directory:
.claude/sessions/[NN]-[session-description]/[NN]: Two-digit sequential number (01, 02, 03, etc.)[session-description]: Short hyphenated description (e.g., user-auth-feature, payment-integration)
- Store the session directory path for use throughout the workflow
- ALWAYS instruct ALL subagents to save their reports to this session directory
Example:
- Session directory:
.claude/sessions/01-user-auth-feature/ - When delegating to any subagent, ALWAYS include: "Save your report to
.claude/sessions/01-user-auth-feature/[required-filename].md"
2. Workflow
Phase 1: Explore
Objective: Gather comprehensive context about the codebase and existing implementations
-
T001: Initialize session directory [P0]
- Determine next sequential number by checking existing
.claude/sessions/directories - Create new session directory:
.claude/sessions/[NN]-[session-description]/ - Example:
.claude/sessions/01-user-auth-feature/ - Store this path as
SESSION_DIRfor use in all subsequent phases
- Determine next sequential number by checking existing
-
T002: Delegate exploration to
codebase-exploreragent [P0]- CRITICAL: Include explicit save instruction in delegation prompt:
"Please analyze the current project status, identify relevant files and components, assess recent changes and technical dependencies, and document the current state of related features. IMPORTANT: Save your complete exploration report to: [SESSION_DIR]/codebase-status.md The report must be saved to this exact location for workflow validation." - Request analysis of current project status
- Identify relevant files and components
- Assess recent changes and technical dependencies
- Document current state of related features
- Agent MUST save report to:
[SESSION_DIR]/codebase-status.md
- CRITICAL: Include explicit save instruction in delegation prompt:
-
T003: Review exploration findings [P0]
- Read the generated report:
[SESSION_DIR]/codebase-status.md - Synthesize discovered information
- Identify gaps or areas needing clarification
- Prepare context for research phase
- Read the generated report:
-
T004: Validate phase completion [P0]
- Run:
python .claude/skills/epic/scripts/validate-phase.py explore [SESSION_DIR] - ITERATIVE COMPLIANCE FLOW:
- If validation PASSES: Proceed to Phase 2 (Research)
- If validation FAILS:
- Reinvoke
codebase-exploreragent with EXPLICIT instruction: "Save your report to[SESSION_DIR]/codebase-status.md" - Re-run validation script
- Repeat steps 1-2 until validation passes
- Reinvoke
- CRITICAL: Do NOT proceed to next phase until validation passes
- Run:
Phase 2: Research
Objective: Conduct comprehensive research on complex topics and validate approaches
-
T005: Delegate research tasks to
research-specialistagent [P0]- CRITICAL: Include explicit save instruction in delegation prompt:
"Please conduct comprehensive research on [specific topics], validate approaches across multiple sources, perform deep web investigations if needed, and synthesize findings into actionable insights. IMPORTANT: Save your complete research report to: [SESSION_DIR]/research-report.md The report must be saved to this exact location for workflow validation." - Conduct research on complex topics
- Validate approaches across multiple sources
- Perform deep web investigations if needed
- Synthesize findings into actionable insights
- Agent MUST save report to:
[SESSION_DIR]/research-report.md
- CRITICAL: Include explicit save instruction in delegation prompt:
-
T006: Review research findings [P0]
- Read the generated report:
[SESSION_DIR]/research-report.md - Identify best practices and patterns
- Document technical recommendations
- Prepare foundation for planning phase
- Read the generated report:
-
T007: Validate phase completion [P0]
- Run:
python .claude/skills/epic/scripts/validate-phase.py research [SESSION_DIR] - ITERATIVE COMPLIANCE FLOW:
- If validation PASSES: Proceed to Phase 3 (Plan)
- If validation FAILS:
- Reinvoke
research-specialistagent with EXPLICIT instruction: "Save your report to[SESSION_DIR]/research-report.md" - Re-run validation script
- Repeat steps 1-2 until validation passes
- Reinvoke
- CRITICAL: Do NOT proceed to next phase until validation passes
- Run:
Phase 3: Plan
Objective: Develop comprehensive implementation strategy
-
T008: Delegate strategic planning to
strategic-planneragent [P0]- CRITICAL: Include explicit save instruction in delegation prompt:
"Please analyze the problem comprehensively using the exploration and research findings from [SESSION_DIR]/codebase-status.md and [SESSION_DIR]/research-report.md. Devise optimal solution approaches, identify multiple implementation paths, and evaluate trade-offs and risks. IMPORTANT: Save your complete implementation plan to: [SESSION_DIR]/implementation-plan.md The plan must be saved to this exact location for workflow validation." - Provide paths to exploration and research reports for context
- Analyze problem comprehensively using exploration and research findings
- Devise optimal solution approaches
- Identify multiple implementation paths
- Evaluate trade-offs and risks
- Agent MUST save report to:
[SESSION_DIR]/implementation-plan.md
- CRITICAL: Include explicit save instruction in delegation prompt:
-
T009: Review and consolidate plan [P0]
- Read the generated plan:
[SESSION_DIR]/implementation-plan.md - Integrate insights from exploration and research
- Verify comprehensive implementation roadmap exists
- Confirm success criteria and validation steps are defined
- Read the generated plan:
-
T010: Validate phase completion [P0]
- Run:
python .claude/skills/epic/scripts/validate-phase.py plan [SESSION_DIR] - ITERATIVE COMPLIANCE FLOW:
- If validation PASSES: Proceed to Phase 4 (Validate Plan)
- If validation FAILS:
- Reinvoke
strategic-planneragent with EXPLICIT instruction: "Save your plan to[SESSION_DIR]/implementation-plan.md" - Re-run validation script
- Repeat steps 1-2 until validation passes
- Reinvoke
- CRITICAL: Do NOT proceed to next phase until validation passes
- Run:
Phase 4: Validate Plan
Objective: Critical review and validation of proposed approach
-
T011: Delegate plan validation to
consulting-expertagent [P0]- CRITICAL: Include explicit save instruction in delegation prompt:
"Please review the implementation plan at [SESSION_DIR]/implementation-plan.md objectively. Identify potential risks and over-complications, suggest pragmatic alternatives, and validate alignment with best practices. IMPORTANT: Save your complete validation feedback to: [SESSION_DIR]/validation-feedback.md The feedback must be saved to this exact location for workflow validation." - Provide path to implementation plan for review
- Review proposed approaches objectively
- Identify potential risks and over-complications
- Suggest pragmatic alternatives
- Validate alignment with best practices
- Agent MUST save report to:
[SESSION_DIR]/validation-feedback.md
- CRITICAL: Include explicit save instruction in delegation prompt:
-
T012: Refine plan based on validation feedback [P0]
- Read the validation feedback:
[SESSION_DIR]/validation-feedback.md - Address identified concerns
- Simplify over-complicated approaches
- Update
[SESSION_DIR]/implementation-plan.mdwith refinements if needed - Finalize implementation strategy
- Read the validation feedback:
-
T013: Validate phase completion [P0]
- Run:
python .claude/skills/epic/scripts/validate-phase.py validate [SESSION_DIR] - ITERATIVE COMPLIANCE FLOW:
- If validation PASSES: Proceed to Phase 5 (Implement)
- If validation FAILS:
- Reinvoke
consulting-expertagent with EXPLICIT instruction: "Save your feedback to[SESSION_DIR]/validation-feedback.md" - Re-run validation script
- Repeat steps 1-2 until validation passes
- Reinvoke
- CRITICAL: Do NOT proceed to next phase until validation passes
- Run:
Phase 5: Implement
Objective: Execute the implementation directly as the main agent
-
T014: Set up implementation tracking with TodoWrite tool [P0]
- Read the finalized plan:
[SESSION_DIR]/implementation-plan.md - Break down plan into actionable tasks
- Create todo list with clear status tracking
- Mark tasks as in_progress when working on them
- Read the finalized plan:
-
T015: Execute implementation following the plan [P0]
- Write code according to specifications from
[SESSION_DIR]/implementation-plan.md - Follow established patterns from
[SESSION_DIR]/codebase-status.md - Implement one task at a time
- Mark todos as completed immediately after finishing
- Write code according to specifications from
-
T016: Handle errors and blockers [P1]
- Keep tasks as in_progress if encountering issues
- Create new tasks for blockers that need resolution
- Never mark incomplete work as completed
-
T017: Document implementation completion [P0]
- Add inline comments where logic isn't self-evident
- Update relevant documentation files if needed
- Note any deviations from original plan
- CRITICAL: Main agent creates implementation summary:
Save a summary of what was implemented, key decisions made, and any deviations from the plan to: [SESSION_DIR]/implementation-complete.md This file is required for workflow validation.
-
T018: Validate phase completion [P0]
- Run:
python .claude/skills/epic/scripts/validate-phase.py implement [SESSION_DIR] - ITERATIVE COMPLIANCE FLOW:
- If validation PASSES: Proceed to Phase 6 (Review)
- If validation FAILS (missing implementation-complete.md):
- Main agent creates
[SESSION_DIR]/implementation-complete.mdwith summary - Re-run validation script
- Repeat until validation passes
- Main agent creates
- CRITICAL: Do NOT proceed to next phase until validation passes
- Run:
Phase 6: Review
Objective: Validate implementation quality through specialized review
-
T019: Delegate code review to appropriate review agent [P0]
- CRITICAL: Include explicit save instruction in delegation prompt:
"Please review the implementation comprehensively. Review the code changes, check for code quality, performance, and security issues. Reference the implementation summary at [SESSION_DIR]/implementation-complete.md. IMPORTANT: Save your complete quality review to: [SESSION_DIR]/quality-report.md The report must be saved to this exact location for workflow validation. Include all findings, recommendations, and severity levels." - For code quality: Use general review processes
- For security: Consider security-expert agent
- Request comprehensive feedback on implementation
- Agent MUST save report to:
[SESSION_DIR]/quality-report.md
- CRITICAL: Include explicit save instruction in delegation prompt:
-
T020: Delegate testing validation to
test-engineeragent if tests exist [P1]- CRITICAL: Include save instruction in delegation prompt
- Ensure tests pass for critical business logic
- Validate test coverage
- Review test data and mocking patterns
- Results should be appended to:
[SESSION_DIR]/quality-report.md
-
T021: Compile review findings [P0]
- Read the quality report:
[SESSION_DIR]/quality-report.md - Document all feedback from review agents
- Prioritize issues by severity
- Prepare for iteration phase if needed
- Read the quality report:
-
T022: Validate phase completion [P0]
- Run:
python .claude/skills/epic/scripts/validate-phase.py review [SESSION_DIR] - ITERATIVE COMPLIANCE FLOW:
- If validation PASSES: Proceed to Phase 7 (Iterate) if issues found, or complete workflow if no issues
- If validation FAILS:
- Reinvoke review agents with EXPLICIT instruction: "Save your report to
[SESSION_DIR]/quality-report.md" - Re-run validation script
- Repeat steps 1-2 until validation passes
- Reinvoke review agents with EXPLICIT instruction: "Save your report to
- CRITICAL: Do NOT proceed to next phase until validation passes
- Run:
Phase 7: Iterate
Objective: Address feedback and resolve issues until quality standards are met
-
T023: Delegate troubleshooting to
troubleshooteragent if issues found [P0]- CRITICAL: Include explicit save instruction in delegation prompt if issues exist:
"Please diagnose and resolve the errors/bugs/build failures found in the quality report at [SESSION_DIR]/quality-report.md. OPTIONAL: If troubleshooting is performed, save your troubleshooting report to: [SESSION_DIR]/troubleshooting-report.md This file is optional but helpful for documentation." - Diagnose errors, bugs, or build failures
- Resolve runtime exceptions
- Fix configuration problems
- Agent MAY save report to:
[SESSION_DIR]/troubleshooting-report.md(optional)
- CRITICAL: Include explicit save instruction in delegation prompt if issues exist:
-
T024: Address review feedback (main agent) [P0]
- Read the quality report:
[SESSION_DIR]/quality-report.md - Implement suggested improvements
- Fix identified issues
- Update
[SESSION_DIR]/implementation-complete.mdwith changes made
- Read the quality report:
-
T025: Repeat review phase if significant changes made [P1]
- If major modifications were implemented, return to Phase 6
- Ensure changes don't introduce regressions
- This creates an iteration loop: Review → Iterate → Review until quality passes
-
T026: Final verification [P0]
- Confirm all success criteria from
[SESSION_DIR]/implementation-plan.mdare met - Verify no regressions introduced
- CRITICAL: Main agent creates final verification summary:
Save a summary confirming all criteria are met, no regressions exist, and the implementation is complete to: [SESSION_DIR]/final-verification.md This file is required for workflow validation.
- Confirm all success criteria from
-
T027: Validate phase completion [P0]
- Run:
python .claude/skills/epic/scripts/validate-phase.py iterate [SESSION_DIR] - ITERATIVE COMPLIANCE FLOW:
- If validation PASSES: EPIC workflow complete ✅
- If validation FAILS:
- Main agent creates
[SESSION_DIR]/final-verification.mdwith summary - Re-run validation script
- Repeat until validation passes
- Main agent creates
- CRITICAL: Do NOT mark workflow complete until validation passes
- Run:
3. Implementation Strategy
Agent Delegation Pattern
CRITICAL: ALL delegation prompts MUST include explicit save instructions to SESSION_DIR
Phase 1 - Explore:
- Use
Tasktool withsubagent_type="codebase-explorer" - MUST include in prompt: "Save your report to
[SESSION_DIR]/codebase-status.md" - Provide specific investigation goals
- Request comprehensive analysis of current state
Phase 2 - Research:
- Use
Tasktool withsubagent_type="research-specialist" - MUST include in prompt: "Save your report to
[SESSION_DIR]/research-report.md" - Conduct research on complex topics
- Validate approaches across multiple sources
Phase 3 - Plan:
- Use
Tasktool withsubagent_type="strategic-planner" - MUST include in prompt: "Save your plan to
[SESSION_DIR]/implementation-plan.md" - Provide paths to previous reports for context
- Analyze problem using exploration and research findings
- Devise optimal solution approaches
Phase 4 - Validate Plan:
- Use
Tasktool withsubagent_type="consulting-expert" - MUST include in prompt: "Save your feedback to
[SESSION_DIR]/validation-feedback.md" - Provide path to implementation plan for review
- Review proposed approaches objectively
- Identify risks and suggest alternatives
Phase 5 - Implement:
- Main agent executes directly (NO delegation)
- Read plan from
[SESSION_DIR]/implementation-plan.md - Use TodoWrite tool to track progress
- Follow plan strictly without deviation
- Main agent MUST save:
[SESSION_DIR]/implementation-complete.md - Ask clarifying questions via AskUserQuestion tool when needed
Phase 6 - Review:
- Use
Tasktool with appropriate review agent for code review - MUST include in prompt: "Save your report to
[SESSION_DIR]/quality-report.md" - Provide path to implementation summary
- Use
Tasktool withsubagent_type="test-engineer"for testing validation - Compile all feedback from review agents
Phase 7 - Iterate:
- Use
Tasktool withsubagent_type="troubleshooter"if issues found (optional) - Provide path to quality report
- Address review feedback (main agent)
- Return to Phase 6 if significant changes made
- Main agent MUST save:
[SESSION_DIR]/final-verification.md - Final verification when all checks pass
Progressive Task Tracking
- Create todo list at start of implementation phase
- Update task status in real-time
- Exactly ONE task in_progress at any time
- Mark tasks completed immediately upon finishing
- Never batch completion updates
Iterative Compliance Validation
CRITICAL Pattern: Validate → If Fail → Reinvoke → Repeat
After EVERY phase, run the validation script:
python .claude/skills/epic/scripts/validate-phase.py <phase> <session-dir>
If validation FAILS:
- Identify which required file(s) are missing
- Reinvoke the responsible subagent with explicit instruction to create missing file(s)
- Re-run validation script
- Repeat steps 1-3 until validation PASSES
- Do NOT proceed to next phase until validation passes
This iterative flow ensures:
- Subagents complete their assigned tasks
- All required documentation is created
- Compliance is enforced at every phase
- No phase can be skipped or incomplete
Session Directory Structure
All subagent reports MUST be saved to: .claude/sessions/[NN]-[session-description]/
Required files by phase:
- Phase 1 (Explore):
codebase-status.md - Phase 2 (Research):
research-report.md - Phase 3 (Plan):
implementation-plan.md - Phase 4 (Validate):
validation-feedback.md - Phase 5 (Implement):
implementation-complete.md - Phase 6 (Review):
quality-report.md - Phase 7 (Iterate):
final-verification.md
Strict Plan Adherence
- Follow the plan exactly as designed
- Do not implement beyond defined scope
- Do not improvise or add unplanned features
- Stop and ask if uncertain about any task
- Simple/lean approach over complex solutions
4. Constraints
- CRITICAL: Main agent ONLY implements - MUST delegate all other phases (Explore, Research, Plan, Validate, Review, Iterate)
- CRITICAL: Follow EXACT phase sequence - Explore → Research → Plan → Validate Plan → Implement → Review → Iterate
- CRITICAL: Run validation script after EVERY phase - do NOT proceed until validation PASSES
- CRITICAL: If validation fails, MUST reinvoke subagents until they create required files
- CRITICAL: Iterative compliance flow is MANDATORY - cannot skip or bypass validation
- CRITICAL: All subagent reports MUST be saved to session directory:
.claude/sessions/[NN]-[session-description]/ - CRITICAL: Use TodoWrite tool throughout implementation to track progress
- CRITICAL: Follow plan strictly - no deviation or improvisation
- CRITICAL: Do not implement tasks beyond the defined scope
- CRITICAL: Mark exactly ONE task as in_progress at a time
- CRITICAL: Complete tasks immediately upon finishing (no batching)
- Do NOT skip exploration phase - comprehensive context gathering is required
- Do NOT skip research phase - research must happen BEFORE planning
- Do NOT skip planning phase - thorough strategy development is mandatory
- Do NOT skip validation phase - plan must be validated before implementation
- Do NOT skip review phase - validation and code review are essential
- Do NOT skip iteration phase - feedback must be addressed
- Do NOT proceed to next phase if validation fails - reinvoke subagents iteratively
- Do NOT create documentation files unless explicitly requested (except required phase reports)
- Do NOT add emojis unless user explicitly requests them
- Do NOT over-engineer - build for MVP with simple/lean approach
- Do NOT implement features, refactoring, or improvements beyond what was asked
- Only add comments where logic isn't self-evident
- Only validate at system boundaries (user input, external APIs)
- Delete unused code completely - no backwards-compatibility hacks
- Ask clarifying questions via AskUserQuestion tool when uncertain
5. Success Criteria
Phase 1 - Exploration Success
- [ ] Comprehensive codebase context gathered via codebase-explorer agent
- [ ] Relevant files and components identified
- [ ] Current state and dependencies documented
- [ ] Exploration findings reviewed and synthesized
Phase 2 - Research Success
- [ ] Research conducted via research-specialist agent
- [ ] Complex topics investigated thoroughly
- [ ] Approaches validated across multiple sources
- [ ] Best practices and patterns identified
- [ ] Technical recommendations documented
Phase 3 - Planning Success
- [ ] Strategic plan developed via strategic-planner agent
- [ ] Problem analyzed comprehensively using exploration and research
- [ ] Multiple implementation paths identified
- [ ] Trade-offs and risks evaluated
- [ ] Consolidated implementation roadmap created
- [ ] Success criteria defined
Phase 4 - Validation Success
- [ ] Plan reviewed via consulting-expert agent
- [ ] Potential risks and over-complications identified
- [ ] Pragmatic alternatives suggested where needed
- [ ] Plan refined based on validation feedback
- [ ] Final implementation strategy approved
Phase 5 - Implementation Success
- [ ] Todo list created with all implementation tasks
- [ ] All planned tasks executed following specifications
- [ ] Code follows established patterns from exploration
- [ ] Todos marked as completed immediately after finishing
- [ ] No tasks left as in_progress if actually completed
- [ ] Implementation decisions documented appropriately
- [ ] No features or improvements added beyond scope
Phase 6 - Review Success
- [ ] Code review completed via appropriate review agent
- [ ] Testing validation performed if tests exist
- [ ] All review findings documented
- [ ] Issues prioritized by severity
- [ ] Feedback compiled for iteration phase
Phase 7 - Iteration Success
- [ ] Troubleshooting completed via troubleshooter agent (if needed)
- [ ] All review feedback addressed and implemented
- [ ] Issues and bugs resolved
- [ ] Re-review performed if significant changes made
- [ ] No regressions introduced
- [ ] Final verification confirms completion
Overall Success
- [ ] All seven EPIC phases completed in correct sequence
- [ ] Proper delegation to specialized agents for all phases except Implementation
- [ ] Main agent handled implementation phase directly
- [ ] Research completed BEFORE planning
- [ ] Plan validated BEFORE implementation
- [ ] Plan followed strictly without deviation
- [ ] User requirements fully satisfied
- [ ] Code quality validated through review and iteration
- [ ] Documentation updated where required