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planning-with-files

This skill implements a file-based planning system for complex, multi-step tasks by creating persistent markdown files to track goals, findings, and progress. It acts as an external working memory to maintain context and organization throughout long workflows or research projects.

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steering/planning-rules.md

# Planning Rules

Critical rules for effective file-based planning.

## Rule 1: Create Plan First

Never start a complex task without `task_plan.md`. Non-negotiable.

## Rule 2: The 2-Action Rule

After every 2 view/browser/search operations, IMMEDIATELY save key findings to `findings.md`.

This prevents visual/multimodal information from being lost.

## Rule 3: Read Before Decide

Before major decisions, read `task_plan.md`. This keeps goals in your attention window.

## Rule 4: Update After Act

After completing any phase:
- Mark phase status: `in_progress``complete`
- Log any errors encountered
- Note files created/modified

## Rule 5: Log ALL Errors

Every error goes in the plan file with this format:

```markdown
## Errors Encountered
| Error | Attempt | Resolution |
|-------|---------|------------|
| FileNotFoundError | 1 | Created default config |
| API timeout | 2 | Added retry logic |
```

## Rule 6: Never Repeat Failures

If an action failed, the next action must be different. Track what you tried and mutate the approach.

## The 3-Strike Error Protocol

```
ATTEMPT 1: Diagnose & Fix
  → Read error carefully
  → Identify root cause
  → Apply targeted fix

ATTEMPT 2: Alternative Approach
  → Same error? Try different method
  → 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
```

## Read vs Write Decision Matrix

| 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 |