plan-protocol

name	plan-protocol
description	Guidelines for creating and managing implementation plans with citations

Plan Protocol

Load this skill when creating or updating implementation plans.

TL;DR Checklist

When creating or updating a plan, ensure:

• YAML frontmatter with status, phase, updated
• ## Goal section (one sentence)
• ## Context & Decisions table with citations (ref:delegation-id)
• Phases with status markers: [COMPLETE], [IN PROGRESS], [PENDING]
• Tasks with hierarchical numbering (1.1, 1.2, 2.1)
• Only ONE task marked ← CURRENT
• Citations for all research-based decisions

---

When to Use

1. Starting a multi-step implementation
2. After receiving a complex user request
3. When tracking progress across phases
4. After research that informs architectural decisions

When NOT to Use

1. Simple one-off tasks → use built-in todos instead
2. Pure research/exploration → use delegations only
3. Quick fixes that don't need tracking
4. Single-file changes with no dependencies

---

Plan Format

Use plan_save with this exact markdown format:

---
status: STATUS
phase: PHASE_NUMBER
updated: YYYY-MM-DD
---

# Implementation Plan

## Goal
ONE_SENTENCE_DESCRIBING_OUTCOME

## Context & Decisions
| Decision | Rationale | Source |
|----------|-----------|--------|
| CHOICE | WHY | `ref:DELEGATION_ID` |

## Phase 1: NAME [STATUS_MARKER]
- [x] 1.1 Completed task
- [x] 1.2 Another completed task → `ref:DELEGATION_ID`

## Phase 2: NAME [IN PROGRESS]
- [x] 2.1 Completed task
- [ ] **2.2 Current task** ← CURRENT
- [ ] 2.3 Pending task

## Phase 3: NAME [PENDING]
- [ ] 3.1 Future task
- [ ] 3.2 Another future task

## Notes
- YYYY-MM-DD: Observation or decision `ref:DELEGATION_ID`

Frontmatter Fields

Field	Values	Description
status	not-started, in-progress, complete, blocked	Overall plan status
phase	Number (1, 2, 3...)	Current phase number
updated	YYYY-MM-DD	Last update date

Phase Status Markers

Marker	Meaning
[PENDING]	Not yet started
[IN PROGRESS]	Currently being worked on
[COMPLETE]	Finished successfully
[BLOCKED]	Waiting on dependencies

---

State Machine

Plan Lifecycle

not-started → in-progress → complete
                         ↘ blocked

Phase Lifecycle

[PENDING] → [IN PROGRESS] → [COMPLETE]
                         ↘ [BLOCKED]

Task Lifecycle

[ ] unchecked → [x] checked

Critical Rules

1. Only ONE phase may be [IN PROGRESS] at any time
2. Only ONE task may have ← CURRENT marker at any time
3. Move ← CURRENT immediately when starting a new task
4. Mark tasks [x] immediately after completing them

---

Citations & Delegations

Where Citations Come From

Citations reference delegation research. The flow is:

1. You delegate research: delegate to researcher or explore
2. Delegation completes with a readable ID (e.g., swift-amber-falcon)
3. You cite that research in the plan: ref:swift-amber-falcon

When to Cite

Situation	Action
Architectural decision based on research	Add to Context & Decisions table
Task informed by research	Append → ref:id to task line
Implementation detail from research	Inline citation in Notes

How to Find Delegation IDs

• Use delegation_list() to see all delegations
• Use delegation_read("id") to verify content before citing

❌ NEVER

• Make up delegation IDs
• Cite without actually reading the delegation
• Skip citations for research-based decisions

---

Examples

✅ CORRECT: Well-formed plan

---
status: in-progress
phase: 2
updated: 2026-01-02
---

# Implementation Plan

## Goal
Add JWT authentication with refresh token support

## Context & Decisions
| Decision | Rationale | Source |
|----------|-----------|--------|
| Use bcrypt (12 rounds) | Industry standard, balance of security/speed | `ref:swift-amber-falcon` |
| JWT with refresh tokens | Stateless auth, mobile-friendly | `ref:calm-jade-owl` |

## Phase 1: Research [COMPLETE]
- [x] 1.1 Research auth patterns → `ref:swift-amber-falcon`
- [x] 1.2 Evaluate token strategies → `ref:calm-jade-owl`

## Phase 2: Implementation [IN PROGRESS]
- [x] 2.1 Set up project structure
- [ ] **2.2 Add password hashing** ← CURRENT
- [ ] 2.3 Implement JWT generation

## Phase 3: Testing [PENDING]
- [ ] 3.1 Write unit tests
- [ ] 3.2 Integration tests

## Notes
- 2026-01-02: Chose bcrypt over argon2 for broader library support `ref:swift-amber-falcon`

❌ WRONG: Missing frontmatter

# Implementation Plan

## Goal
Add authentication

Error: Plan must have YAML frontmatter with status, phase, updated.

❌ WRONG: Multiple CURRENT markers

## Phase 2: Implementation [IN PROGRESS]
- [ ] **2.1 Task one** ← CURRENT
- [ ] **2.2 Task two** ← CURRENT

Error: Only one task may be marked CURRENT.

❌ WRONG: Decision without citation

## Context & Decisions
| Decision | Rationale | Source |
|----------|-----------|--------|
| Use Redis | It's fast | - |

Error: Decisions must cite research with ref:delegation-id.

❌ WRONG: Invalid phase status

## Phase 1: Research [DONE]

Error: Use [COMPLETE], not [DONE]. Valid markers: [PENDING], [IN PROGRESS], [COMPLETE], [BLOCKED].

---

Troubleshooting

Error Message	Fix
"Missing frontmatter"	Add ---\nstatus: in-progress\nphase: 1\nupdated: 2026-01-02\n--- at top
"Multiple CURRENT markers"	Remove ← CURRENT from all but the active task
"Invalid citation format"	Use ref:delegation-id format (e.g., ref:swift-amber-falcon)
"Missing goal"	Add ## Goal section with one-sentence description
"Empty phase"	Add at least one task to each phase
"Invalid phase status"	Use [PENDING], [IN PROGRESS], [COMPLETE], or [BLOCKED]

---

Before Saving Checklist

Before calling plan_save, verify:

• Frontmatter: Has status, phase, and updated date?
• Goal: Is there a clear, one-sentence goal?
• Citations: Are all research-based decisions cited with ref:id?
• Single CURRENT: Is exactly one task marked ← CURRENT?
• Valid markers: Do all phases use valid status markers?
• Hierarchical IDs: Are tasks numbered correctly (1.1, 1.2, 2.1)?