planning-with-files

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

| Location | What Goes There |

|----------|-----------------|

| Skill directory (${CLAUDE_PLUGIN_ROOT}/) | Templates, scripts, reference docs |

| Your project directory | task_plan.md, findings.md, progress.md |

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

Before ANY complex task:

1. Create task_plan.md in your project — Use [templates/task_plan.md](templates/task_plan.md) as reference
2. Create findings.md in your project — Use [templates/findings.md](templates/findings.md) as reference
3. Create progress.md in your project — Use [templates/progress.md](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.

```

Context Window = RAM (volatile, limited)

Filesystem = Disk (persistent, unlimited)

→ Anything important gets written to disk.

```

| File | Purpose | When to Update |

|------|---------|----------------|

| task_plan.md | Phases, progress, decisions | After each phase |

| findings.md | Research, discoveries | After ANY discovery |

| progress.md | Session log, test results | Throughout session |

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.

```markdown

| 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.

```

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

```

| Situation | Action | Reason |

|-----------|--------|--------|

| Just wrote a file | DON'T read | Content still in context |

| Viewed image/PDF | Write findings NOW | Multimodal → text before lost |

| Browser returned data | Write to file | Screenshots don't persist |

| Starting new phase | Read plan/findings | Re-orient if context stale |

| Error occurred | Read relevant file | Need current state to fix |

| Resuming after gap | Read all planning files | Recover state |

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

| Question | Answer Source |

|----------|---------------|

| Where am I? | Current phase in task_plan.md |

| Where am I going? | Remaining phases |

| What's the goal? | Goal statement in plan |

| What have I learned? | findings.md |

| What have I done? | progress.md |

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

Copy these templates to start:

• [templates/task_plan.md](templates/task_plan.md) — Phase tracking
• [templates/findings.md](templates/findings.md) — Research storage
• [templates/progress.md](templates/progress.md) — Session logging

Helper scripts for automation:

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

• Manus Principles: See [reference.md](reference.md)
• Real Examples: See [examples.md](examples.md)

| Don't | Do Instead |

|-------|------------|

| Use TodoWrite for persistence | Create task_plan.md file |

| State goals once and forget | Re-read plan before decisions |

| Hide errors and retry silently | Log errors to plan file |

| Stuff everything in context | Store large content in files |

| Start executing immediately | Create plan file FIRST |

| Repeat failed actions | Track attempts, mutate approach |

| Create files in skill directory | Create files in your project |