Create Plan

Create detailed, well-researched implementation plans through interactive collaboration and thorough codebase investigation.

When to Use This Skill

Planning new features or functionality
Designing technical implementations before coding
Creating phased development roadmaps
Structuring complex refactoring work
Any task requiring upfront planning and design

Initial Input Handling

Parse the user's request to identify:

Task description - What needs to be implemented
Context files - Relevant existing code or documentation
Constraints - Timeline, technology, or scope limitations

Scenario	Action
Parameters provided	Read all referenced files completely, then proceed to Research
Missing task description	Ask: "What feature or functionality should I plan?"
No context provided	Ask: "Are there existing files or documentation I should review?"

Planning Workflow

Phase 1: Research

Critical: Thoroughly investigate the codebase before planning.

Spawn parallel sub-tasks using specialized agents:

Research Tasks:
- codebase-locator: Find all files related to the feature area
- codebase-analyzer: Understand existing patterns and architecture
- Explore: Investigate integration points and dependencies

For each research task, provide:

Specific directories to examine
Exact patterns or code to find
Required output: file:line references

Read all identified files completely - no partial reads or summaries.

Phase 2: Present Understanding

Before any design work, present findings:

Codebase Analysis
- Relevant existing code with file:line references
- Current patterns and conventions discovered
- Integration points and dependencies
Clarifying Questions
- Ask only questions that code investigation couldn't answer
- Focus on business logic, user requirements, edge cases
- Avoid questions answerable by reading more code

Wait for user response before proceeding.

Phase 3: Research User Corrections

Critical: Do not accept user corrections at face value.

When the user provides corrections or additional context:

Verify claims through code investigation
Cross-reference with discovered patterns
Resolve any conflicts between user input and codebase reality

If conflicts exist, present findings and discuss before proceeding.

Phase 4: Design Options

Present design approaches with trade-offs:

Option A: [Approach Name]
- Description: [How it works]
- Pros: [Benefits]
- Cons: [Drawbacks]
- Fits pattern: [Reference to existing codebase patterns]

Option B: [Alternative Approach]
- Description: [How it works]
- Pros: [Benefits]
- Cons: [Drawbacks]
- Fits pattern: [Reference to existing codebase patterns]

Recommendation: [Preferred option with rationale]

Wait for user feedback on approach before detailing phases.

Phase 4b: Document Decision (ADR)

Before creating a new ADR, check for existing related decisions:

# Tiered ADR reading (context conservation)
1. Read("docs/decisions/INDEX.md")           # Scan all ADRs
2. Read("docs/decisions/ADR-NNNN.md", limit=10)  # Quick Reference only
3. Read full ADR only if directly relevant

After user approves a design option, invoke the ADR skill to document the decision:

Skill(skill="adr"): Document the design decision just made.

Context: [Why this decision was needed - from research phase]
Options Considered: [List options from Phase 4]
Decision: [The chosen option]
Rationale: [Why this option was selected]
Consequences: [Expected impacts]

The ADR will be created at docs/decisions/ADR-NNNN-title.md and INDEX.md will be updated.

Update the plan to reference the ADR in the Design Decision section:

## Design Decision

[Brief description of chosen approach]

See [ADR-NNNN](../decisions/ADR-NNNN-title.md) for full rationale and alternatives considered.

When to create ADRs during planning:

Choosing between architectural approaches
Selecting technologies or libraries
Establishing new patterns or conventions
Making trade-offs with significant implications
Decisions that future developers will question "why?"

Phase 5: Phase Structure Review

Before writing the detailed plan, present proposed phases. The right number of phases depends on the scope of work, but a common mistake is creating too few — lumping multiple distinct concerns into a single phase makes implementation harder, verification muddier, and rollback riskier.

Phase granularity guidelines:

One concern per phase. If a phase touches unrelated subsystems (e.g., "set up database AND build API AND add auth"), split it. Each phase should have a single, clear objective that can be verified independently.
Think in layers. A natural decomposition often follows: foundation/setup → data model → core logic → API/interface → integration → polish/edge cases. Each layer is a phase.
Each phase should be demonstrably working when complete. If you can't write a concrete verification for a phase in isolation, it's probably bundled with something else.
Prefer more smaller phases over fewer large ones. Smaller phases are easier to implement, review, test, and debug. They also give the user more checkpoints to course-correct.

Proposed Implementation Phases:

Phase 1: [Name] - [Brief description]
Phase 2: [Name] - [Brief description]
Phase 3: [Name] - [Brief description]
Phase 4: [Name] - [Brief description]
Phase 5: [Name] - [Brief description]
...

Does this structure make sense? Any phases to add/remove/reorder?

Get explicit approval before writing the full plan.

Phase 6: Write the Plan

Write the implementation plan to the designated location:

Default path: docs/plans/YYYY-MM-DD-description.md

Use this structure:

# Implementation Plan: [Feature Name]

## Overview
[2-3 sentence summary of what will be implemented]

## Context
[Background, motivation, relevant existing code references]

## Design Decision
[Chosen approach and rationale]

**ADR Reference**: [ADR-NNNN](../decisions/ADR-NNNN-title.md)

## Related ADRs
- [ADR-NNNN](../decisions/ADR-NNNN-title.md): [Brief description of relevance]

## Implementation Phases

### Phase 1: [Name]

**Objective**: [What this phase accomplishes]

**Verification Approach**: [How will we verify this phase works? What tests, commands, or checks will confirm success?]

**Tasks** (tests first, then implementation):
- [ ] Write tests: [test file] covering [scenarios]
- [ ] Implement: [file] to make tests pass
- [ ] Verify: [specific check or command]

**Exit Conditions**:

> Phase cannot proceed until ALL conditions pass.

Build Verification:
- [ ] `[build command]` succeeds
- [ ] `[lint command]` passes
- [ ] `[typecheck command]` passes (if applicable)

Runtime Verification:
- [ ] Application starts: `[start command]`
- [ ] No runtime errors in console
- [ ] [Service/endpoint] is accessible at [URL]

Functional Verification:
- [ ] `[test command]` passes
- [ ] [Specific test]: `[targeted test command]`
- [ ] [Manual check]: [Observable behavior to verify]

### Phase 2: [Name]
[Continue pattern...]

## Dependencies
[External dependencies, prerequisites, blockers]

## Risks and Mitigations
[Potential issues and how to handle them]

Phase 7: Bootstrap Tasks

After writing the plan file, create Tasks for progress tracking:

Process:

Generate a task list ID from plan filename: plan-{filename-without-extension}
- Example: 2026-01-24-user-auth.md → plan-2026-01-24-user-auth

Create a Task for each phase:

TaskCreate:
  subject: "Phase N: [Phase Name]"
  description: "[Phase objective] - Plan: [plan file path]"
  activeForm: "Implementing Phase N: [Name]"

Set sequential dependencies:

TaskUpdate:
  taskId: [phase-N]
  addBlockedBy: [phase-(N-1)]  # Each phase blocked by previous

Add task list ID to plan metadata (top of file):

---
task_list_id: plan-2026-01-24-user-auth
---

Completion Message:

Plan created: [path]
Tasks created: [count] phases with sequential dependencies
Task List ID: [task_list_id]

To work on this plan:
  Single session:  /implement-plan [path]
  Multi-session:   CLAUDE_CODE_TASK_LIST_ID=[task_list_id] claude

Use the same task_list_id across sessions to share progress.

Multi-Session Support

Tasks persist on the filesystem and can be shared across Claude Code sessions.

Starting a shared session:

CLAUDE_CODE_TASK_LIST_ID=plan-2026-01-24-user-auth claude

Benefits:

Multiple developers can work on the same plan
Progress syncs automatically via shared task list
Dependency tracking prevents conflicts (blocked tasks visible)
Resume from any session with the same task_list_id

Task States:

◻ #1 Phase 1: Setup
◻ #2 Phase 2: Core Logic › blocked by #1
◻ #3 Phase 3: Integration › blocked by #2
◻ #4 Phase 4: Testing › blocked by #3

Critical Guidelines

Verification-First Planning

Every phase in the plan MUST include:

Verification Approach - A clear statement of how success will be measured
Tests before implementation - Task lists must show test creation BEFORE implementation
Specific test scenarios - Not just "write tests" but what scenarios to cover

Example:

**Verification Approach**: Unit tests verify password hashing and comparison.
Integration test confirms login endpoint accepts valid credentials and rejects invalid ones.

**Tasks** (tests first, then implementation):
- [ ] Write tests: `auth.service.spec.ts` covering hash generation, hash comparison, invalid inputs
- [ ] Write tests: `auth.controller.spec.ts` covering login success, login failure, missing credentials
- [ ] Implement: `auth.service.ts` - password hashing utilities
- [ ] Implement: `auth.controller.ts` - login endpoint
- [ ] Verify: `npm test -- auth` passes

Be Thorough

Read entire files, not partial content
Verify facts through code investigation
Follow import chains to understand dependencies

Be Interactive

Get buy-in at each step
Allow course corrections throughout
Present options rather than dictating

Be Skeptical

Research user claims before accepting
Cross-reference multiple sources
Challenge assumptions with evidence

Exit Conditions Are Blocking Gates

Exit conditions are mandatory gates that must pass before advancing to the next phase. They are not advisory - they are requirements.

Three Verification Categories (all must pass):

Build Verification - Code compiles and passes static analysis:
- Build commands (npm run build, cargo build, go build)
- Linting (npm run lint, flake8, golangci-lint)
- Type checking (npm run typecheck, mypy, tsc --noEmit)
Runtime Verification - Application actually runs:
- Start command executes without error
- No runtime exceptions or crashes
- Services/endpoints become accessible
- Health checks pass
Functional Verification - Correct behavior:
- Test suites pass (npm test, pytest, go test)
- Specific feature tests pass
- Manual verification steps (for human-observable behaviors)

Never skip a category - each phase must have at least one check in each category.

No Unresolved Questions

Do NOT write plans with open questions.

If planning encounters ambiguity:

Stop and research further
Present options to the user
Get resolution before continuing

A plan with "TBD" or "to be determined" sections is incomplete.

Quality Checklist

Before finalizing any plan:

Progress Tracking

Progress is tracked via Task tools which persist across sessions. See ADR-0001.

Task Persistence:

Tasks persist on filesystem between sessions
Dependencies ensure correct execution order
Multiple sessions can share the same task list via CLAUDE_CODE_TASK_LIST_ID

Workflow:

create-plan → TaskCreate (all phases) → Outputs task_list_id
                    ↓
implement-plan → TaskUpdate(in_progress) → implement-phase → TaskUpdate(completed)
                    ↓
Resume (any session) → CLAUDE_CODE_TASK_LIST_ID=xxx claude → TaskList shows progress

Project Type Detection

Before writing exit conditions, detect the project type and use appropriate commands. Read references/exit-conditions.md for detection heuristics and per-language templates (Node.js, Python, Go, Rust, Java, etc.).

create-plan

Safety Notice

Copy this and send it to your AI assistant to learn