When planning a phase, you are writing the prompt that will execute it.

The quality degradation curve:

0-30% context: Peak quality (comprehensive, thorough, no anxiety)
30-50% context: Good quality (engaged, manageable pressure)
50-70% context: Degrading quality (efficiency mode, compression)
70%+ context: Poor quality (self-lobotomization, rushed work)

Critical insight: Claude doesn't degrade at 80% - it degrades at ~40-50% when it sees context mounting and enters "completion mode." By 80%, quality has already crashed.

Solution: Aggressive atomicity - split phases into many small, focused plans.

Examples:

01-01-PLAN.md - Phase 1, Plan 1 (2-3 tasks: database schema only)
01-02-PLAN.md - Phase 1, Plan 2 (2-3 tasks: database client setup)
01-03-PLAN.md - Phase 1, Plan 3 (2-3 tasks: API routes)
01-04-PLAN.md - Phase 1, Plan 4 (2-3 tasks: UI components)

Each plan is independently executable, verifiable, and scoped to 2-3 tasks maximum.

Atomic task principle: Better to have 10 small, high-quality plans than 3 large, degraded plans. Each commit should be surgical, focused, and maintainable.

Autonomous execution: Plans without checkpoints execute via subagent with fresh context - impossible to degrade.

See: references/scope-estimation.md

Checkpoint types:

checkpoint:human-verify - Human confirms Claude's automated work (visual checks, UI verification)
checkpoint:decision - Human makes implementation choice (auth provider, architecture)

Rarely needed: checkpoint:human-action - Only for actions with no CLI/API (email verification links, account approvals requiring web login with 2FA)

Critical rule: If Claude CAN do it via CLI/API/tool, Claude MUST do it. Never ask human to:

Deploy to Vercel/Railway/Fly (use CLI)
Create Stripe webhooks (use CLI/API)
Run builds/tests (use Bash)
Write .env files (use Write tool)
Create database resources (use provider CLI)

Protocol: Claude automates work → reaches checkpoint:human-verify → presents what was done → waits for confirmation → resumes

See: references/checkpoints.md, references/cli-automation.md

During execution, deviations are handled automatically via 5 embedded rules:

Auto-fix bugs - Broken behavior → fix immediately, document in Summary
Auto-add missing critical - Security/correctness gaps → add immediately, document
Auto-fix blockers - Can't proceed → fix immediately, document
Ask about architectural - Major structural changes → stop and ask user
Log enhancements - Nice-to-haves → create beads issue with bd create --type=task --label=draft, continue

No user intervention needed for Rules 1-3, 5. Only Rule 4 (architectural) requires user decision.

All deviations documented in Summary with: what was found, what rule applied, what was done, commit hash.

Result: Flow never breaks. Bugs get fixed. Scope stays controlled. Complete transparency.

See: workflows/execute-phase.md (deviation_rules section)

Milestone-driven: Ship v1.0 → mark milestone → plan v1.1 → ship → repeat. Milestones mark shipped versions and enable continuous iteration.

Purpose:

Historical record in MILESTONES.md (what shipped when)
Greenfield → Brownfield transition marker
Git tags for releases
Clear completion rituals

Default approach: Extend existing roadmap with new phases.

v1.0 ships (phases 1-4) → add phases 5-6 for v1.1
Continuous phase numbering (01-99)
Milestone groupings keep roadmap organized

Archive ONLY for: Separate codebases or complete rewrites (rare).

See: references/milestone-management.md

If it sounds like corporate PM theater, delete it.

At 25% remaining: Mention context getting full At 15% remaining: Pause, offer handoff At 10% remaining: Auto-create handoff, stop

Never start large operations below 15% without user confirmation.

Mandatory gates:

Before writing PLAN.md (confirm breakdown)
After low-confidence research
On verification failures
After phase completion with issues
Before starting next phase with previous issues

See: references/user-gates.md

Check for repo on invocation, offer to initialize
Commit only at: initialization, phase completion, handoff
Intermediate artifacts (PLAN.md, RESEARCH.md, FINDINGS.md) NOT committed separately
Git log becomes project history

See: references/git-integration.md

</essential_principles>

<context_scan> Run on every invocation to understand current state:

# Check git status
git rev-parse --git-dir 2>/dev/null || echo "NO_GIT_REPO"

# Check for planning structure
ls -la .planning/ 2>/dev/null
ls -la .planning/phases/ 2>/dev/null

# Find any continue-here files
find . -name ".continue-here.md" -type f 2>/dev/null

# Check for existing artifacts
[ -f .planning/BRIEF.md ] && echo "BRIEF: exists"
[ -f .planning/ROADMAP.md ] && echo "ROADMAP: exists"

If NO_GIT_REPO detected: Inline question: "No git repo found. Initialize one? (Recommended for version control)" If yes: git init

Present findings before intake question. </context_scan>

<domain_expertise> Domain expertise lives in ~/.claude/skills/expertise/

Before creating roadmap or phase plans, determine if domain expertise should be loaded.

<scan_domains>

ls ~/.claude/skills/expertise/ 2>/dev/null

This reveals available domain expertise (e.g., macos-apps, iphone-apps, unity-games, nextjs-ecommerce).

If no domain skills found: Proceed without domain expertise (graceful degradation). The skill works fine without domain-specific context. </scan_domains>

<inference_rules> If user's request contains domain keywords, INFER the domain:

Keywords	Domain Skill
"macOS", "Mac app", "menu bar", "AppKit", "SwiftUI desktop"	expertise/macos-apps
"iPhone", "iOS", "iPad", "mobile app", "SwiftUI mobile"	expertise/iphone-apps
"Unity", "game", "C#", "3D game", "2D game"	expertise/unity-games
"MIDI", "MIDI tool", "sequencer", "MIDI controller", "music app", "MIDI 2.0", "MPE", "SysEx"	expertise/midi
"Agent SDK", "Claude SDK", "agentic app"	expertise/with-agent-sdk
"Python automation", "workflow", "API integration", "webhooks", "Celery", "Airflow", "Prefect"	expertise/python-workflow-automation
"UI", "design", "frontend", "interface", "responsive", "visual design", "landing page", "website design", "Tailwind", "CSS", "web design"	expertise/ui-design

If domain inferred, confirm:

Detected: [domain] project → expertise/[skill-name]
Load this expertise for planning? (Y / see other options / none)

</inference_rules>

<no_inference> If no domain obvious from request, present options:

What type of project is this?

Available domain expertise:
1. macos-apps - Native macOS with Swift/SwiftUI
2. iphone-apps - Native iOS with Swift/SwiftUI
3. unity-games - Unity game development
4. swift-midi-apps - MIDI/audio apps
5. with-agent-sdk - Claude Agent SDK apps
6. ui-design - Stunning UI/UX design & frontend development
[... any others found in expertise/]

N. None - proceed without domain expertise
C. Create domain skill first

Select:

</no_inference>

<load_domain> When domain selected, use intelligent loading:

Step 1: Read domain SKILL.md

cat ~/.claude/skills/expertise/[domain]/SKILL.md 2>/dev/null

This loads core principles and routing guidance (~5k tokens).

Step 2: Determine what references are needed

Domain SKILL.md should contain a <references_index> section that maps planning contexts to specific references.

Example:

<references_index>
**For database/persistence phases:** references/core-data.md, references/swift-concurrency.md
**For UI/layout phases:** references/swiftui-layout.md, references/appleHIG.md
**For system integration:** references/appkit-integration.md
**Always useful:** references/swift-conventions.md
</references_index>

Step 3: Load only relevant references

Based on the phase being planned (from ROADMAP), load ONLY the references mentioned for that type of work.

# Example: Planning a database phase
cat ~/.claude/skills/expertise/macos-apps/references/core-data.md
cat ~/.claude/skills/expertise/macos-apps/references/swift-conventions.md

Context efficiency:

SKILL.md only: ~5k tokens
SKILL.md + selective references: ~8-12k tokens
All references (old approach): ~20-27k tokens

Announce: "Loaded [domain] expertise ([X] references for [phase-type])."

If domain skill not found: Inform user and offer to proceed without domain expertise.

If SKILL.md doesn't have references_index: Fall back to loading all references with warning about context usage. </load_domain>

<when_to_load> Domain expertise should be loaded BEFORE:

Creating roadmap (phases should be domain-appropriate)
Planning phases (tasks must be domain-specific)

Domain expertise is NOT needed for:

Creating brief (vision is domain-agnostic)
Resuming from handoff (context already established)
Transition between phases (just updating status) </when_to_load> </domain_expertise>

If handoff found:

Found handoff: .planning/phases/XX/.continue-here.md
[Summary of state from handoff]

1. Resume from handoff
2. Discard handoff, start fresh
3. Different action

If planning structure exists:

Project: [from BRIEF or directory]
Brief: [exists/missing]
Roadmap: [X phases defined]
Current: [phase status]

What would you like to do?
1. Plan next phase
2. Execute current phase
3. Create handoff (stopping for now)
4. View/update roadmap
5. Something else

If no planning structure:

No planning structure found.

What would you like to do?
1. Start new project (create brief)
2. Create roadmap from existing brief
3. Jump straight to phase planning
4. Get guidance on approach

Wait for response before proceeding.

Critical: Plan execution should NOT invoke this skill. Use /run-plan for context efficiency (skill loads ~20k tokens, /run-plan loads ~5-7k).

After reading the workflow, follow it exactly.

BRIEF.md          → Human vision (you read this)
    ↓
ROADMAP.md        → Phase structure (overview)
    ↓
RESEARCH.md       → Research prompt (optional, for unknowns)
    ↓
FINDINGS.md       → Research output (if research done)
    ↓
PLAN.md           → THE PROMPT (Claude executes this)
    ↓
SUMMARY.md        → Outcome (existence = phase complete)

Rules:

Roadmap requires Brief (or prompts to create one)
Phase plan requires Roadmap (knows phase scope)
PLAN.md IS the execution prompt
SUMMARY.md existence marks phase complete
Each level can look UP for context

<output_structure> All planning artifacts go in .planning/:

.planning/
├── BRIEF.md                    # Human vision
├── ROADMAP.md                  # Phase structure + tracking
└── phases/
    ├── 01-foundation/
    │   ├── 01-01-PLAN.md       # Plan 1: Database setup
    │   ├── 01-01-SUMMARY.md    # Outcome (exists = done)
    │   ├── 01-02-PLAN.md       # Plan 2: API routes
    │   ├── 01-02-SUMMARY.md
    │   ├── 01-03-PLAN.md       # Plan 3: UI components
    │   └── .continue-here-01-03.md  # Handoff (temporary, if needed)
    └── 02-auth/
        ├── 02-01-RESEARCH.md   # Research prompt (if needed)
        ├── 02-01-FINDINGS.md   # Research output
        ├── 02-02-PLAN.md       # Implementation prompt
        └── 02-02-SUMMARY.md

Naming convention:

Plans: {phase}-{plan}-PLAN.md (e.g., 01-03-PLAN.md)
Summaries: {phase}-{plan}-SUMMARY.md (e.g., 01-03-SUMMARY.md)
Phase folders: {phase}-{name}/ (e.g., 01-foundation/)

Files sort chronologically. Related artifacts (plan + summary) are adjacent. </output_structure>

<reference_index> All in references/:

Structure: directory-structure.md, hierarchy-rules.md Formats: handoff-format.md, plan-format.md Patterns: context-scanning.md, context-management.md Planning: scope-estimation.md, checkpoints.md, milestone-management.md Process: user-gates.md, git-integration.md, research-pitfalls.md Domain: domain-expertise.md (guide for creating context-efficient domain skills) </reference_index>

<templates_index> All in templates/:

Template	Purpose
brief.md	Project vision document with current state
roadmap.md	Phase structure with milestone groupings
phase-prompt.md	Executable phase prompt (PLAN.md)
research-prompt.md	Research prompt (RESEARCH.md)
summary.md	Phase outcome (SUMMARY.md) with deviations
milestone.md	Milestone entry for MILESTONES.md
issues.md	Beads workflow for deferred enhancements
continue-here.md	Context handoff format
</templates_index>

<workflows_index> All in workflows/:

Workflow	Purpose
create-brief.md	Create project vision document
create-roadmap.md	Define phases from brief
plan-phase.md	Create executable phase prompt
execute-phase.md	Run phase prompt, create summary
research-phase.md	Create and run research prompt
plan-chunk.md	Plan immediate next tasks
transition.md	Mark phase complete, advance
complete-milestone.md	Mark shipped version, create milestone entry
handoff.md	Create context handoff for pausing
resume.md	Load handoff, restore context
get-guidance.md	Help decide planning approach
</workflows_index>

<success_criteria> Planning skill succeeds when:

Context scan runs before intake
Appropriate workflow selected based on state
PLAN.md IS the executable prompt (not separate)
Hierarchy is maintained (brief → roadmap → phase)
Handoffs preserve full context for resumption
Context limits are respected (auto-handoff at 10%)
Deviations handled automatically per embedded rules
All work (planned and discovered) fully documented
Domain expertise loaded intelligently (SKILL.md + selective references, not all files)
Plan execution uses /run-plan command (not skill invocation) </success_criteria>

create-plans