Planning
Overview
Plan-first development methodology where 80%+ of time goes to planning before implementation begins. Planning tokens are cheaper than implementation tokens, and models reason better about a detailed plan that fits their context window than about a sprawling codebase.
When to use: Starting new projects, adding major features, breaking complex work into phases, resuming work after context clears, managing multi-session implementations, coordinating multiple agents on the same codebase.
When NOT to use: Quick bug fixes, one-file changes, exploratory prototyping where requirements are unknown, trivial refactors where the change is obvious.
Quick Reference
| Planning Phase | Description |
|---|
| 1. Initial plan | Write goals, intent, workflows, tech stack |
| 2. Iterative refinement | 4-5 rounds of review until suggestions plateau |
| 3. Multi-model blend | Get competing plans, merge best-of-all-worlds |
| 4. Convert to tasks | Self-contained tasks with dependency structure |
| 5. Polish tasks | 6+ rounds of cross-model review |
| Phase Type | Scope | Max Files | Duration |
|---|
| Infrastructure | Scaffolding, build config, deployment | 3-5 | 1-3 hours |
| Database | Migrations, schema, seed data | 2-4 | 2-4 hours |
| API | Routes, middleware, validation | 3-6 | 3-6 hours |
| UI | Components, forms, state, styling | 4-8 | 4-8 hours |
| Integration | Third-party services, webhooks | 2-4 | 3-5 hours |
| Testing | E2E tests, integration tests | varies | 3-6 hours |
| Pattern | Purpose | Key Points |
|---|
| When to plan vs build | Decision tree by complexity signals | Match planning depth to task complexity |
| Risk assessment | Probability x impact matrix | Focus on high-risk items first |
| Session Lifecycle | Action |
|---|
| Start | Read SESSION.md, check "Next Action", continue |
| Work | Implement, verify, debug (repeat) |
| Checkpoint | Git commit with structured format, update SESSION.md hash |
| Wrap | Update SESSION.md, git checkpoint, set concrete "Next Action" |
| Resume | Read SESSION.md + planning docs, continue from "Next Action" |
| Document | When to Generate |
|---|
| Implementation phases | Always -- core plan doc for every project |
| Session tracking | Always -- navigation hub for progress |
| Database schema | 3+ tables |
| API endpoints | 5+ endpoints |
| Architecture overview | Multiple services or complex system boundaries |
| Critical workflows | Complex setup steps, order-sensitive workflows |
| Good Plan | Great Plan |
|---|
| Describes what to build | Explains WHY you are building it |
| Lists features | Details user workflows and interactions |
| Mentions tech stack | Justifies tech choices with tradeoffs |
| Has tasks | Has tasks with dependencies and rationale |
| ~500 lines | ~3,500+ lines after refinement |
Common Mistakes
| Mistake | Correct Pattern |
|---|
| Starting implementation before planning is complete | Spend 80%+ of time on planning; finish all refinement rounds before writing code |
| Writing vague next actions like "continue API work" | Be specific: "Implement PATCH /api/tasks/:id in src/routes/tasks.ts:47" |
| Session tracking doc over 200 lines | Collapse completed phases to summaries; reference planning docs for details |
| Creating phases with 10+ files | Auto-split into sub-phases of 5-8 files that fit in one 2-4 hour session |
| Single-round plan review | Iterate 4-5 rounds until suggestions plateau; use multi-model blending for fresh perspectives |
| Copying code into session docs | Reference file paths and line numbers instead of pasting code |
| Duplicating planning doc content in session doc | Link to sections with anchors; session doc is a navigation hub |
| No verification criteria on phases | Every phase needs specific, testable exit criteria (status codes, user flows, constraints) |
| Skeleton-first coding before a plan exists | One thorough plan beats incremental skeleton-first coding |
| Planning without prototyping unknown tech | Build a spike first for unfamiliar frameworks, then create the plan |
| Over-planning simple tasks | Match planning depth to complexity; skip for trivial work |
| Not validating assumptions early | Run a spike for the riskiest assumption first |
Delegation
- Explore existing codebase for architecture decisions: Use
Explore agent to survey file structure, patterns, and dependencies before planning - Execute phase implementation with verification: Use
Task agent to implement individual phases, run verification criteria, and create checkpoint commits - Design architecture and decompose into phases: Use
Plan agent to create implementation phases with dependency ordering and gate criteria
References
