Structured Plan Mode Skill

Purpose

This skill provides a structured approach for planning and tracking complex feature implementations through systematic task decomposition. It helps break down large, multi-component features into manageable tasks with clear goals, dependencies, and success criteria.

When to Use This Skill

Use this skill when:

• Complex features: Features requiring multiple components or integration points
• Multi-step implementations: Work spanning several days with interdependent tasks
• Pattern-setting work: Features that will establish patterns for future development
• Research required: Work where multiple approaches need evaluation

Do NOT use this skill for:

• Simple bug fixes
• Trivial feature additions
• One-off scripts or experiments
• Work with single, clear implementation path

How to Use the Skill

IMPORTANT: This is a PHASED approach. Complete each phase BEFORE moving to the next.

Phase 1: Initial Setup

Actions:

1. Create .plans/[feature-name]/ directory (in current project directory)
2. Copy assets/plan-template.md to .plans/[feature-name]/plan.md
3. Create .plans/[feature-name]/tasks/ directory for task files
4. Replace [Feature Name] with your feature name in plan.md
5. Fill in basic overview and context
6. Create Research section with:
   • Goal
   • Context
   • Strategy Proposals (leave empty for now)
   • Leave "Selected Approach" EMPTY
7. Register phases 1-4 using TaskCreate (native task system):

TaskCreate: subject="Phase 1: Setup template with Research section", activeForm="Setting up plan template"
TaskCreate: subject="Phase 2: Conduct research and iterate with user", activeForm="Researching codebase"
TaskCreate: subject="Phase 3: Finalize selected approach", activeForm="Finalizing approach"
TaskCreate: subject="Phase 4: Create implementation tasks (T01-T0N)", activeForm="Creating implementation tasks"

Mark Phase 1 as completed via TaskUpdate (status: completed)

Output: Skeleton plan document with Research section defined and native tasks created for phases 1-4

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Phase 2: Conduct Research and Iterate with User

Research Process (Iterative):

1. Explore codebase: Read relevant files, find similar patterns
2. Document findings incrementally: Add to "Key Findings" as you discover
3. Identify 2-3 approach options: Add to "Strategy Proposals" section
4. ITERATE with user on EACH proposal:
   • Present each proposal with trade-offs (pros/cons)
   • Use AskUserQuestion to clarify requirements and constraints
   • User may correct assumptions - update research based on feedback
   • Refine understanding through questions (typically 3-5 questions, but quality over quantity)
   • If user strongly prefers one approach early, you may skip detailed discussion of remaining options
5. Proactively ask if research is complete: Once you've explored all options and answered clarifying questions, explicitly ask: "Are you ready to select an approach?"

CRITICAL:

• This is an ITERATIVE process - expect back-and-forth discussion on each proposal
• Use AskUserQuestion frequently to refine understanding
• Don't wait for user to say research is done - ASK them proactively

Mark Phase 2 as in_progress via TaskUpdate when starting, completed when user confirms research is complete

Output: Research with 2-3 Strategy Proposals documented and reviewed with user

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Phase 3: Finalize Selected Approach

Actions:

1. Ask the user to select an approach using AskUserQuestion (present the 2-3 researched approaches as formal selection options)
2. Once user confirms their selection, fill "Selected Approach" section with:
   • Decision: Which approach was selected (must match user's confirmed preference)
   • Rationale: Why this approach was chosen over alternatives
   • Key Findings: Summarize important discoveries from research
   • Implementation Plan: High-level steps (5-7 bullet points)
3. Mark all research action items as [x] completed
4. Change research status to ✅ Completed
5. Update Progress Summary to show research complete

Mark Phase 3 as in_progress via TaskUpdate when starting, completed once Selected Approach section is fully documented

Output: Research fully documented with clear decision and rationale

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Phase 4: Create Implementation Tasks (ONLY AFTER Phase 1-3 Complete)

IMPORTANT: Before creating tasks, read references/task-planning-guide.md to understand:

• How to break down work into appropriate task sizes
• Task file structure and required sections
• Best practices for defining clear requirements and action items
• How to set proper dependencies between tasks

Actions: NOW create T01, T02, T03, ...T0N as separate files in .plans/[feature-name]/tasks/ based on selected approach

• Number of tasks depends on complexity (simple: 1-2, medium: 3-5, complex: 5+)
• Break down into manageable chunks (2-5 days each)

Step-by-Step: Creating a Task File

For each task you need to create:

1. Copy the template:

   cp [path-to-task-template.md] .plans/[feature-name]/tasks/T01.md
   

2. Update task header: Replace T0X with actual task number (T01, T02, etc.)
3. Fill in core sections:
   • Goal: One clear, measurable objective
   • Context: How it relates to the feature and selected approach
   • Requirements: Detailed specifications with implementation steps
   • Action Items: Specific checkboxes for work to complete
4. Update metadata: Set Status (🟡 Planned), Effort (Small/Medium/Large), Blocked By
5. Add to Progress Summary: Update plan.md with link: - [ ] [**T01**: Task Name](tasks/T01.md) - Status: 🟡 Planned
6. Register in native task system: For each task file, call TaskCreate:

   TaskCreate: subject="T01: [Task Name]", description="[Goal from task file]", activeForm="Implementing [task name]"
   

   If tasks have dependencies, use TaskUpdate to set addBlockedBy relationships matching the plan.

Mark Phase 4 as completed via TaskUpdate

Output: Complete task breakdown (T01.md - T0N.md files) in tasks/ folder, all linked from plan.md Progress Summary, all registered as native tasks

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Phase 5: Working with Tasks (Implementation)

Note: Phase 5 tasks are tracked in task files, plan.md, AND the native task system via TaskUpdate.

IMPORTANT: Before starting work on ANY task, read references/task-planning-guide.md for:

• Task structure guidance and best practices
• How to maintain task files during execution
• Examples of effective task documentation
• Common pitfalls to avoid

When to consult task-planning-guide.md:

• Before starting a new task (every time)
• When unclear about task file structure or what to document
• When encountering challenges during task execution
• When adding new tasks mid-implementation

Task Execution Discipline

CRITICAL RULE: Work on ONE task at a time. Do NOT start the next task until the current task is FULLY completed.

Task Status Flow:

1. 🟡 Planned → Task created but not started
2. 🟢 In Progress → Currently working on this task (only ONE task should be in this state)
3. ✅ Completed → All action items done, both locations updated, Execution Summary filled
4. 🔴 Blocked → Cannot proceed due to dependency or external issue (move to next task until unblocked)

Task Lifecycle: Step-by-Step

Starting a Task:

1. Read references/task-planning-guide.md - Review relevant sections before beginning work
2. Choose next task from plan.md Progress Summary (respecting dependencies)
3. Update status to 🟢 In Progress in THREE places:
   • Task file metadata: **Status**: 🟢 **In Progress**
   • plan.md Progress Summary: - [ ] [**T01**: Task Name](tasks/T01.md) - Status: 🟢 In Progress
   • Native task system: TaskUpdate: taskId=[id], status=in_progress

During Task Execution: 4. Work through Action Items, checking off boxes as you complete them:

- [x] Create API endpoint
- [x] Add request validation
- [ ] Add error handling  ← Currently working here
- [ ] Write tests

5. Update task file in real-time as work progresses
6. If you discover new requirements, add them to Action Items

Completing a Task: 7. Verify ALL action items are checked: [x] 8. Fill in "Execution Summary" section in task file:

## Execution Summary
**Completed**: 2025-01-08 14:30

**What was implemented**:
- Added /api/users endpoint with validation
- Implemented error handling for edge cases

**Challenges encountered**:
- Had to refactor auth middleware to support new endpoint

9. Update status to ✅ Completed in THREE places:
   • Task file metadata: **Status**: ✅ **Completed**
   • plan.md Progress Summary: - [x] [**T01**: Task Name](tasks/T01.md) - Status: ✅ Completed
   • Native task system: TaskUpdate: taskId=[id], status=completed
10. Explicitly ask user: "Task T01 is complete. Ready to move to T02?"
11. ONLY after user confirms proceed to next task

Dual-Tracking Example

When completing T01, you must update BOTH locations:

In tasks/T01.md (lines 7-9):

**Status**: ✅ **Completed**
**Effort**: Medium
**Blocked By**: None

In plan.md Progress Summary (line ~18):

- [x] [**T01**: Add API endpoint](tasks/T01.md) - Status: ✅ Completed

In native task system:

TaskUpdate: taskId=[id for T01], status=completed

Why triple-tracking?

• plan.md provides high-level overview of all tasks at a glance
• Task files provide detailed implementation notes for deep dives
• Native tasks enable external viewers (claude-task-viewer) and cross-session visibility via ~/.claude/tasks/

Handling Blocked Tasks

If you cannot complete a task:

1. Update status to 🔴 Blocked in all three locations
2. Update "Blocked By" field in task file metadata
3. Document blocking reason in task file
4. Move to next non-blocked task
5. Return when blocker is resolved

Discovering New Tasks Mid-Implementation

If you discover additional work during Phase 5:

1. Create new task file (e.g., T06.md) in tasks/ directory
2. Fill in all sections using task-template.md
3. Add link to plan.md Progress Summary
4. Register via TaskCreate so it appears in native task system
5. Update dependent tasks if needed

---

Remember: ONE task at a time. Complete it FULLY (all checkboxes, three locations updated, Execution Summary filled), then ASK USER for confirmation before moving to the next.

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Phase 6: Post-Implementation Review

Note: Phase 6 is tracked directly in the plan document.

After feature completion:

• Fill in "Lessons Learned" section
• Verify all task statuses are accurate
• Document any technical debt or future work
• Review what went well and what could improve

Workflow Summary

TaskCreate registers phases 1-4 at setup, then T01-T0N at Phase 4:

Phase tasks (created in Phase 1):

TaskCreate: "Phase 1: Setup template with Research section"
TaskCreate: "Phase 2: Conduct research and iterate with user"
TaskCreate: "Phase 3: Finalize selected approach"
TaskCreate: "Phase 4: Create implementation tasks (T01-T0N)"

Implementation tasks (created in Phase 4):

TaskCreate: "T01: [Task Name]"
TaskCreate: "T02: [Task Name]"
...

Phase-by-Phase Workflow:

1. Phase 1 - Setup:

   • Create .plans/[feature-name]/ and .plans/[feature-name]/tasks/ directories
   • Copy plan-template.md to .plans/[feature-name]/plan.md
   • Create Research section ONLY in plan.md
   • DO NOT create T01, T02, T03 task files yet
   • Register phase tasks via TaskCreate
   • Mark Phase 1 complete via TaskUpdate

2. Phase 2 - Research & Iterate (AskUserQuestion REQUIRED):

   • Explore codebase, document findings in plan.md
   • Present 2-3 approach options
   • Iterate on EACH proposal via AskUserQuestion (discuss trade-offs, clarify constraints)
   • User may correct assumptions - update research
   • If user strongly prefers one approach, may skip detailed discussion of remaining options
   • Proactively ask: "Are you ready to select an approach?"
   • Mark Phase 2 in_progress/complete via TaskUpdate

3. Phase 3 - Finalize:

   • Present 2-3 researched approaches and ask user to select one
   • Once user confirms, fill "Selected Approach" section in plan.md
   • Mark research as ✅ Completed in plan.md
   • Mark Phase 3 in_progress/complete via TaskUpdate

4. Phase 4 - Create Tasks:

   • Read references/task-planning-guide.md before creating tasks
   • NOW create T01.md, T02.md, T03.md, ...T0N.md files in .plans/[feature-name]/tasks/
   • Copy task-template.md for each task file
   • Fill in task details based on selected approach
   • Number of tasks depends on complexity
   • Update Progress Summary in plan.md with links to task files
   • Register each task via TaskCreate with dependencies
   • Mark Phase 4 complete via TaskUpdate

5. Phase 5 - Implementation (ONE task at a time):

   • Read references/task-planning-guide.md before starting EACH task
   • Mark native task in_progress via TaskUpdate
   • Work on ONE task until FULLY completed (all checkboxes, three locations updated, Execution Summary filled)
   • Update status in THREE places: task file metadata, plan.md Progress Summary, AND native task via TaskUpdate
   • Track progress: 🟡 Planned → 🟢 In Progress → ✅ Completed
   • Check off action items as you complete them
   • Fill Execution Summary before marking complete
   • Explicitly ask user for confirmation before moving to next task
   • ONLY after user confirms proceed to next task

6. Phase 6 - Review:

   • Document lessons learned in plan.md

Key Patterns from Successful Use

Pattern 1: Follow Existing Patterns

During research phase, research existing similar features and match their architecture exactly. Benefit: Consistent codebase, faster implementation, reduced bugs.

Pattern 2: Simplify When Possible

During research, look for ways to simplify (e.g., avoid unnecessary API calls). Benefit: Reduced dependencies, better performance, easier maintenance.

Pattern 3: Discover Existing Implementations

Research phase may reveal the work is already done - mark task complete. Benefit: Avoids duplicate work, leverages tested code.

Pattern 4: Document Design Decisions

During research phase, use the "Selected Approach" section to document WHY you chose one approach over alternatives. Include: decision, rationale, key findings, and implementation plan. Benefit: Future developers understand rationale, prevents second-guessing, provides clear starting point.

Pattern 5: Keep Tasks Focused

Break large tasks into smaller chunks that are independently testable. Benefit: Steady progress, clear milestones, easier to parallelize.

Reference Materials

CRITICAL: references/task-planning-guide.md is NOT just for planning - read it throughout implementation.

Read references/task-planning-guide.md:

• Phase 4: Before creating task files (understand task structure, sizing, dependencies)
• Phase 5: Before starting EACH task (review best practices, avoid common pitfalls)
• During execution: When updating task files, adding action items, or documenting progress
• When stuck: Consult checklist for good task planning and common pitfalls section

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Remember:

1. TaskCreate/TaskUpdate for external visibility - phases and tasks registered natively
2. Phases are sequential - complete Phase 1 before Phase 2, etc.
3. Phase 2 is iterative - use AskUserQuestion multiple times, expect back-and-forth
4. User confirms approach - do NOT fill "Selected Approach" until user confirms
5. No premature planning - T01-T0N created in Phase 4
6. Task count is flexible - create as many as needed (T01, T02, ...T0N)
7. ONE task at a time - Complete current task FULLY (all checkboxes, three locations, Execution Summary) before starting next
8. Triple-tracking required - Update status in task file, plan.md, AND native task system
9. Explicit user confirmation - Ask user for approval before moving to next task
10. Read task-planning-guide.md - Before Phase 4, before EACH task in Phase 5, and when stuck