planning-with-files

File-based planning for complex tasks. Use persistent markdown files as working memory to survive context resets. Creates task_plan.md, findings.md, and progress.md. Use for any task requiring >5 tool calls, research projects, or multi-step implementations.

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Install skill "planning-with-files" with this command: npx skills add wpank/planning-files

Planning with Files

Use persistent markdown files as your "working memory on disk." Based on context engineering principles from Manus.

Installation

OpenClaw / Moltbot / Clawbot

npx clawhub@latest install planning-with-files

WHAT This Skill Does

Treats the filesystem as persistent memory to overcome context window limitations. Three files track your state:

FilePurposeUpdate Frequency
task_plan.mdPhases, progress, decisionsAfter each phase
findings.mdResearch, discoveries, decisionsAfter ANY discovery
progress.mdSession log, test results, errorsThroughout session

WHEN to Use

Use for:

  • Multi-step tasks (3+ steps)
  • Research tasks requiring web search
  • Building/creating projects from scratch
  • Tasks spanning >5 tool calls
  • Anything requiring organization across multiple files
  • Tasks where losing context would cause rework

Skip for:

  • Simple questions
  • Single-file edits
  • Quick lookups
  • Tasks completable in 1-2 actions

Keywords: complex task, multi-step, research, build project, create application, plan, organize

The Core Pattern

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

→ Anything important gets written to disk.

Workflow

Phase 1: Create Planning Files

Before starting ANY complex task, create all three files in your project root:

  1. Create task_plan.md — Copy from templates/task_plan.md
  2. Create findings.md — Copy from templates/findings.md
  3. Create progress.md — Copy from templates/progress.md

Phase 2: Execute with Discipline

Follow these rules during execution:

The 2-Action Rule:

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

Visual/multimodal content doesn't persist — write it down before it's lost.

Read Before Decide: Before major decisions, read your plan file. This keeps goals in your attention window after many tool calls.

Update After Act: After completing any phase:

  • Mark phase status: in_progresscomplete
  • Log any errors encountered
  • Note files created/modified

Log ALL Errors: Every error goes in the plan file. This prevents repetition.

Phase 3: Handle Errors Systematically

The 3-Strike 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

Critical: if action_failed: next_action != same_action

Phase 4: Verify Completion

Use the 5-Question Reboot Test. If you can answer these, your context is solid:

QuestionAnswer 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

Quick Reference: Read vs Write

SituationActionReason
Just wrote a fileDON'T readContent still in context
Viewed image/PDFWrite findings NOWMultimodal → text before lost
Browser returned dataWrite to fileScreenshots don't persist
Starting new phaseRead plan/findingsRe-orient if context stale
Error occurredRead relevant fileNeed current state to fix
Resuming after gapRead all planning filesRecover state

Session Recovery

When starting a new session, check for previous work:

# Check if planning files exist
ls task_plan.md findings.md progress.md 2>/dev/null

# If they exist, read them all before continuing
cat task_plan.md findings.md progress.md

If planning files exist from a previous session:

  1. Read all three files to recover context
  2. Run git diff --stat to see what changed
  3. Update planning files with any missing context
  4. Continue from where you left off

Templates

Copy these to start:

Scripts

Helper scripts for automation:

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

References

Anti-Patterns

Don'tDo Instead
Use TodoWrite for persistenceCreate task_plan.md file
State goals once and forgetRe-read plan before decisions
Hide errors and retry silentlyLog errors to plan file
Stuff everything in contextStore large content in files
Start executing immediatelyCreate plan file FIRST
Repeat failed actionsTrack attempts, mutate approach
Create files in skill directoryCreate files in your project

NEVER Do

  1. NEVER start a complex task without task_plan.md — this is non-negotiable
  2. NEVER repeat a failed action exactly — track what you tried, mutate the approach
  3. NEVER ignore errors — log every error with resolution attempts
  4. NEVER rely on memory after >10 tool calls — re-read your plan
  5. NEVER skip the 2-Action Rule for visual content — multimodal data gets lost
  6. NEVER proceed past 3 failures without escalating — ask the user for help
  7. NEVER create planning files in the skill directory — they go in your project root

Source Transparency

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