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Planning System

Learn how to use Kindship's planning system to organize goals, track projects, and manage tasks effectively.

Kindship's planning system helps you organize your goals into a clear hierarchy. Instead of scattered notes and endless lists, you get a structured approach that keeps you focused and makes progress visible.

The Planning Hierarchy

The planning system uses six levels, from broad vision to specific actions:

1. Prime Directive

Your agent's core purpose — the "why" behind everything. This guides all decisions and recommendations.

2. Objectives

High-level goals you want to achieve. These are the outcomes that matter most.

3. Projects

Specific initiatives that support your objectives. Each project has a clear scope and deliverable.

4. Tasks

Individual action items. These are the concrete steps you take to complete projects.

5. Processes

Recurring workflows that run on a schedule or in response to events. While projects run once, processes repeat — think daily health checks, weekly reports, or hourly syncs.

6. Subtasks

Smaller steps within a task. Subtasks must complete before their parent task can execute. Use these to break complex tasks into verifiable pieces.

How It Fits Together

Think of it like a pyramid:

        Prime Directive
             "Why"
              ▲
         Objectives
       "What to achieve"
            ▲  ▲
    Projects  &  Processes
  "How to get there"  "What to repeat"
      ▲  ▲  ▲  ▲
     Tasks & Subtasks
   "What to do today"

Each level connects to the ones above and below:

  • Subtasks complete Tasks
  • Tasks complete Projects and Processes
  • Projects and Processes achieve Objectives
  • Objectives fulfill the Prime Directive

Why This Structure Works

Clarity

Instead of vague goals, you have concrete actions. Instead of endless to-do lists, you have organized projects with clear outcomes.

Focus

When you're unsure what to work on, look at your active tasks. When you need to prioritize, check how tasks connect to objectives.

Progress Tracking

Completing tasks shows progress on projects. Completing projects shows progress on objectives. You always know where you stand.

Agent Alignment

Your agent uses this structure to give better advice. When you ask "What should I work on?", it can reference your objectives and priorities.

Using the Planning System

Setting Up Your Plan

Start by working with your agent to define each level:

  1. Define your Prime Directive — What's your agent's core purpose?
  2. Set your Objectives — What do you want to achieve?
  3. Create Projects — What initiatives will get you there?
  4. Add Tasks — What specific actions will you take?

You don't need to get it perfect. Start with what you know and refine as you go.

Managing Your Plan

As you work, keep your plan updated:

  • Add new items — As you identify work, add tasks and projects
  • Update status — Mark items as in-progress or complete
  • Adjust priorities — Reorder based on what's most important
  • Archive completed work — Keep your active view focused

Reviewing Progress

Regularly review your plan:

  • Daily — What tasks will you work on today?
  • Weekly — How are projects progressing? Any blockers?
  • Monthly — Are you on track for objectives? Need to adjust?

Your agent can help with these reviews.

Working with Your Agent

Your agent understands your planning structure and uses it to help you:

Ask for Status

"How are we doing on the product launch?"

Your agent will summarize progress across related projects and tasks.

Get Recommendations

"What should I focus on this week?"

Your agent will suggest priorities based on deadlines, dependencies, and objectives.

Add Items via Chat

"Add a task to research competitors under the market analysis project."

Your agent will update the planning structure based on your instructions.

Problem-Solve Together

"I'm stuck on the user research project. What should I do?"

Your agent will consider the project's context and help you find a path forward.

Ephemeral Entities

For one-time work that should auto-clean after completion, tag entities with ephemeral. When an ephemeral entity completes successfully, it's automatically soft-deleted — keeping your planning tree clean while preserving run history for audit.

Ephemeral works on Tasks, Subtasks, and Projects. Use it for data imports, migrations, report generation, or any work that clutters the tree once done.

Tips for Effective Planning

Start Small

You don't need a complex plan. Start with one objective and a few tasks. Expand as needed.

Be Specific

"Improve marketing" is vague. "Increase website traffic 25% by March" is specific and measurable.

Connect Everything

Make sure tasks connect to projects, and projects connect to objectives. Orphaned items suggest unclear priorities.

Review Regularly

A plan that's never reviewed becomes outdated. Build in regular check-ins with your agent.

Adjust Without Guilt

Plans change. New information, shifting priorities, and unexpected challenges are normal. Update your plan accordingly.