Brainforge Knowledge

planning-agent-how-to-use

6 min read

How to Use Your Planning Agent

Created: 2026-02-20
Agent Location: /knowledge/plans/daily-weekly-planning-coach.md

Quick Start

Option 1: Use with Cursor Agent Chat

  1. Open Cursor Agent Chat
  2. Reference the agent: @daily-weekly-planning-coach
  3. Say one of:
    • “Plan my week”
    • “Plan my day”
    • “Help me prioritize - feeling overwhelmed”
    • “I have a strategic insight about [topic]”

The agent will ask you coaching questions, then generate your plan.

Option 2: Manual Invocation (Copy-Paste Prompt)

If Cursor agents aren’t working, you can manually invoke the coaching by:

  1. Reading the agent file: /knowledge/plans/daily-weekly-planning-coach.md
  2. Copying the context into Claude/Cursor chat
  3. Providing your situation
  4. Answering the coaching questions

What the Agent Does

For Weekly Planning (Mondays)

Agent asks:

  1. What’s your ONE big win for this week?
  2. What strategic move are you testing?
  3. What can you delegate to Ryan/Hannah?
  4. What’s your energy/capacity forecast?
  5. Any tasks outside your strengths?

Agent produces:

  • Weekly plan markdown (saved to /knowledge/sales/planning/weekly/)
  • Priority stack (MQL drivers, strategic validation, team leverage)
  • Delegation plan (what Ryan/Hannah own)
  • What NOT to do this week
  • Linear ticket drafts
  • Monday standup message

For Daily Planning (Any Day)

Agent asks:

  1. What would make today a win? (ONE thing)
  2. What’s your energy level? (Low/Normal/High)
  3. What meetings do you have?
  4. What’s blocking you?
  5. Are you doing work Ryan/Hannah should own?

Agent produces:

  • Daily plan markdown (saved to /knowledge/sales/planning/)
  • Metrics check-in (MQLs, high-intent actions, strategic progress)
  • Time-blocked priority stack
  • Delegation opportunities
  • What NOT to do today
  • Coaching notes (reframes, anti-pattern warnings)
  • Linear ticket drafts
  • Slack standup message

Key Features

1. Protects You From Metric Bloat

If you mention tracking sub-metrics (profile views, tier engagement, etc.), agent will flag:

“⚠️ Coaching alert: You mentioned tracking [sub-metric]. From your OKRs, you decided to focus on 3 core metrics. This was flagged as ‘reporting theater’ that doesn’t drive decisions.”

2. Coaches on Delegation

Agent actively identifies work Ryan/Hannah should own:

”🚩 Delegation flag: You’re planning to [task]. Is this YOU-only work? Or can Ryan/Hannah execute this?“

3. Respects Your Strengths

If you mention pipeline hygiene or HubSpot builds, agent reminds:

“This isn’t your strength. Should we get ops support or negotiate this off your plate?“

4. Energy-Based Planning

  • Low energy → 50% day (2-3 tasks max, quick wins)
  • Normal energy → Standard day (5-6 tasks, balanced)
  • High energy → Strategic day (deep work on big priorities)

5. Strategic Pivot Support

If you say “I’m thinking we should specialize in X” or “I see an opportunity with Y”:

  • Agent captures the insight immediately
  • Helps you validate quickly (who to talk to, what to test)
  • Adjusts priorities to test the pivot
  • Generates standup message explaining the shift

Example Conversations

Monday Morning Weekly Planning

You: “Plan my week. I have the leadership enablement call tomorrow and want to move forward on the Omni strategy.”

Agent:

  • Loads your OKRs and recent context
  • Asks 5 coaching questions
  • Generates weekly plan with priorities, delegation, what NOT to do
  • Creates Linear tickets for key initiatives
  • Drafts Monday standup message

Tuesday Low-Energy Day

You: “Help me plan today. Pretty tired, fasting, and have a few meetings.”

Agent:

  • Detects low energy
  • Builds 50% day plan (2-3 high-impact tasks only)
  • Pushes non-urgent work to tomorrow
  • Flags what Ryan/Hannah should handle
  • Suggests recovery strategy (shower, movement, light work)

Mid-Week Pivot

You: “Just talked with Omni - I think we should specialize as Omni experts instead of being generalists. Need to adjust priorities.”

Agent:

  • Strategic pivot mode activated
  • Asks validation questions
  • Updates weekly plan
  • Creates fast tests (content, outreach, validation calls)
  • Generates standup message about the shift

Files Created

1. Your OKRs & Metrics

Location: /knowledge/sales/luke-okrs-metrics.md

Contains:

  • Your 3 core metrics (MQL volume, quality, high-intent actions)
  • What Ryan/Hannah own (content, engagement, conversion)
  • What’s OFF your plate (pipeline hygiene, automation builds)
  • Strategic initiatives (Omni, Agency, E2A, partnerships)
  • Negotiation framework for simplifying metrics with Robert/Uttam

2. Planning Frameworks

Location: /knowledge/sales/planning-frameworks.md

Contains:

  • High-leverage decision framework
  • Pain → Impact → Solution model
  • Energy management (50% days, strategic days)
  • Delegation decision tree
  • Meeting prioritization
  • Decision paralysis patterns & solutions
  • Strategic pivot detection
  • Coaching questions library
  • Anti-patterns to avoid

3. The Agent

Location: /knowledge/plans/daily-weekly-planning-coach.md

Contains:

  • Full agent configuration
  • Coaching question library
  • Output templates (daily/weekly plans)
  • Usage examples
  • Error handling (metric bloat warnings, delegation checks, energy mismatches)

4. Plans Archive

Location: knowledge/plans/operational/ (see knowledge/plans/README.md for the plans strategy)

Contains:

  • Daily plans: YYYY-MM-DD-plan.md (e.g. 2026-02-27-plan.md)
  • Weekly plans: weekly/YYYY-Www-plan.md (e.g. weekly/2026-W08-plan.md)

Tips for Best Results

1. Be Honest About Energy

Don’t say “normal” if you’re tired. Agent plans better when it knows your real state.

2. Answer the ONE Thing Question

When agent asks “What would make today a win?”, give ONE specific outcome, not 3-4 things.

3. Use It Consistently

Using the agent daily/weekly builds context. It learns your patterns and gets better at coaching.

4. Update Your OKRs

If your metrics or strategic initiatives change, update /knowledge/sales/luke-okrs-metrics.md so the agent stays aligned.

5. Capture Strategic Insights

When you have a pivot idea (like Omni specialization), immediately tell the agent. It helps you validate quickly.

6. Let It Coach You

If agent flags delegation opportunities or metric bloat, don’t ignore it. It’s protecting you from low-leverage work.

Maintenance

Weekly

  • Use the agent for Monday planning
  • Review Friday’s plan to see what worked/didn’t work

Monthly

  • Update OKRs if metrics or initiatives change
  • Review past plans to see patterns
  • Add new coaching patterns to planning-frameworks.md if you discover them

Quarterly

  • Full review of frameworks
  • Check if agent is still aligned with your role/responsibilities
  • Update negotiation points with Robert/Uttam

Troubleshooting

Agent doesn’t have context?

  • Make sure /knowledge/sales/luke-okrs-metrics.md and /knowledge/sales/planning-frameworks.md are up to date
  • Check that recent meeting notes are in /knowledge/sales/meetings/

Agent’s coaching doesn’t feel relevant?

  • Update planning-frameworks.md with your real patterns
  • Give feedback: “This reframe doesn’t work for me because…”
  • Agent learns from your corrections

Plans feel too long?

  • Tell agent: “Make this more concise”
  • Agent aims for actionable, not walls of text

Want different output format?

  • Tell agent: “I want [different format]”
  • Agent can adjust templates based on what works for you

Next Steps

  1. Test it Monday: Use for weekly planning this coming Monday
  2. Iterate: If output doesn’t feel right, tell the agent what to adjust
  3. Share with Robert/Uttam: Show them the metrics negotiation framework from luke-okrs-metrics.md
  4. Optional: Add Linear API integration if you want automatic ticket creation

Questions?

If you’re unsure how to use something, ask the agent:

  • “How do I use you for weekly planning?”
  • “What should I do if my energy is low?”
  • “How do I capture a strategic insight?”

The agent is designed to be conversational and helpful, not rigid.

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