Planning With Files

Planning with Files

Selective Reading Rule

Start with:

• references/senior-master-standard.md
• references/usage-routing.md
• references/quality-checklist.md

Then load only the inherited docs, scripts, assets, or examples that match the user's actual task.

Work like Manus: Use persistent markdown files as your "working memory on disk."

Important: Where Files Go

When using this skill:

• Templates are stored in the skill directory at ${CLAUDE_PLUGIN_ROOT}/templates/
• Your planning files (task_plan.md, findings.md, progress.md) should be created in your project directory — the folder where you're working

This ensures your planning files live alongside your code, not buried in the skill installation folder.

Quick Start

Before ANY complex task:

1. Create task_plan.md in your project — Use templates/task_plan.md as reference
2. Create findings.md in your project — Use templates/findings.md as reference
3. Create progress.md in your project — Use templates/progress.md as reference
4. Re-read plan before decisions — Refreshes goals in attention window
5. Update after each phase — Mark complete, log errors

Note: All three planning files should be created in your current working directory (your project root), not in the skill's installation folder.

The Core Pattern

Context Window = RAM (volatile, limited)
Filesystem = Disk (persistent, unlimited)

→ Anything important gets written to disk.

File Purposes

Critical Rules

1. Create Plan First

Never start a complex task without task_plan.md. Non-negotiable.

2. The 2-Action Rule

"After every 2 view/browser/search operations, IMMEDIATELY save key findings to text files."

This prevents visual/multimodal information from being lost.

3. Read Before Decide

Before major decisions, read the plan file. This keeps goals in your attention window.

4. Update After Act

After completing any phase:

• Mark phase status: in_progress → complete
• Log any errors encountered
• Note files created/modified

5. Log ALL Errors

Every error goes in the plan file. This builds knowledge and prevents repetition.

## Errors Encountered
| Error | Attempt | Resolution |
|-------|---------|------------|
| FileNotFoundError | 1 | Created default config |
| API timeout | 2 | Added retry logic |

6. Never Repeat Failures

if action_failed:
    next_action != same_action

Track what you tried. Mutate the approach.

The 3-Strike Error Protocol

ATTEMPT 1: Diagnose & Fix
  → Read error carefully
  → Identify root cause
  → Apply targeted fix

ATTEMPT 2: Alternative Approach
  → Same error? Try different method
  → Different tool? Different library?
  → NEVER repeat exact same failing action

ATTEMPT 3: Broader Rethink
  → Question assumptions
  → Search for solutions
  → Consider updating the plan

AFTER 3 FAILURES: Escalate to User
  → Explain what you tried
  → Share the specific error
  → Ask for guidance

Read vs Write Decision Matrix

The 5-Question Reboot Test

If you can answer these, your context management is solid:

When to Use This Pattern

Use for:

• Multi-step tasks (3+ steps)
• Research tasks
• Building/creating projects
• Tasks spanning many tool calls
• Anything requiring organization

Skip for:

• Simple questions
• Single-file edits
• Quick lookups

Templates

Copy these templates to start:

• templates/task_plan.md — Phase tracking
• templates/findings.md — Research storage
• templates/progress.md — Session logging

Scripts

Helper scripts for automation:

• scripts/init-session.sh — Initialize all planning files
• scripts/check-complete.sh — Verify all phases complete

Advanced Topics

• Manus Principles: See reference.md
• Real Examples: See examples.md

Anti-Patterns

Limitations

• Use this skill only when the task clearly matches the scope described above.
• Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
• Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.