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edird-phase-planning

在顶层会话中进行长时间运行任务的规划时应用

person作者: jakexiaohubgithub

EDIRD Phase Planning

When to Invoke

  • /build or /solve workflows
  • [PLAN] - creating high-level plans to achieve goals
  • Planning for long agentic runs for features, fixes, or research

NOT for document writing - Use dedicated workflows instead:

  • /write-spec for SPEC documents
  • /write-impl-plan for IMPL documents
  • /write-test-plan for TEST documents
  • /write-tasks-plan for TASKS documents

Quick Reference

Phases: EXPLORE → DESIGN → IMPLEMENT → REFINE → DELIVER

Workflow types: BUILD (code output) | SOLVE (knowledge/decision output)

Assessment: COMPLEXITY-LOW/MEDIUM/HIGH | PROBLEM-TYPE (RESEARCH/ANALYSIS/EVALUATION/WRITING/DECISION)

Phase Gates

EXPLORE → DESIGN

  • [ ] Problem or goal clearly understood
  • [ ] Workflow type determined (BUILD or SOLVE)
  • [ ] Assessment complete (BUILD: COMPLEXITY | SOLVE: PROBLEM-TYPE)
  • [ ] Scope boundaries defined
  • [ ] No blocking unknowns requiring [ACTOR] input

DESIGN → IMPLEMENT

  • [ ] Approach documented (outline, spec, or plan)
  • [ ] Risky parts proven via POC (if COMPLEXITY-MEDIUM or higher)
  • [ ] No open questions requiring [ACTOR] decision
  • [ ] For BUILD: SPEC, IMPL, TEST documents created
  • [ ] For BUILD: TASKS document created via [PARTITION]
  • [ ] For SOLVE: Structure/criteria validated

IMPLEMENT → REFINE

  • [ ] Core work complete (code written / document drafted)
  • [ ] For BUILD: Tests pass
  • [ ] For BUILD: No TODO/FIXME left unaddressed
  • [ ] For SOLVE: All sections drafted
  • [ ] Progress committed/saved

REFINE → DELIVER

  • [ ] Self-review complete
  • [ ] Verification against spec/rules passed
  • [ ] For BUILD COMPLEXITY-MEDIUM+: Critique and reconcile complete
  • [ ] For SOLVE: Claims verified, arguments strengthened
  • [ ] All found issues fixed

Workflow Examples

BUILD (COMPLEXITY-HIGH)

[EXPLORE] → [RESEARCH] → [ANALYZE] → [ASSESS] → [SCOPE] → Gate
[DESIGN]  → [PLAN] → [WRITE-SPEC] → [WRITE-IMPL-PLAN] → [PROVE] → [PARTITION] → Gate
[IMPLEMENT] → [IMPLEMENT] → [TEST] → [FIX] → [COMMIT] → Gate (loop until green)
[REFINE] → [REVIEW] → [VERIFY] → [CRITIQUE] → [RECONCILE] → Gate
[DELIVER] → [VALIDATE] → [MERGE] → [CLOSE] → [ARCHIVE]

SOLVE (EVALUATION)

[EXPLORE] → [RESEARCH] → [ANALYZE] → [ASSESS] → EVALUATION → Gate
[DESIGN]  → [FRAME] → [OUTLINE] criteria → [DEFINE] framework → Gate
[IMPLEMENT] → [RESEARCH] options → [EVALUATE] → [SYNTHESIZE] → Gate
[REFINE] → [CRITIQUE] → [VERIFY] claims → [IMPROVE] → Gate
[DELIVER] → [CONCLUDE] → [RECOMMEND] → [VALIDATE] → [ARCHIVE]

Note: COMPLEXITY-LOW skips [PROVE], [CRITIQUE], [RECONCILE].

Phase Plan Requirements

Plans created via [PLAN] must define:

  • Objectives - What success looks like
  • Strategy - How to achieve objectives
  • Deliverables - Concrete outputs with checkboxes
  • Transitions - When to move to next phase

Planning Horizon:

[EXPLORE]   ← Plan now
[DESIGN]    ← Plan now
[IMPLEMENT] ← TBD (after DESIGN gate)
[REFINE]    ← TBD (after IMPLEMENT gate)
[DELIVER]   ← Plan now (shipping tasks from NOTES)

How to Plan Well

Goal Decomposition

  1. Start with outcome - What does "done" look like?
  2. Identify dependencies - What must complete before what?
  3. Find parallel opportunities - What can run concurrently?
  4. Size steps for testability - Each step should be verifiable

Scope Calibration

  • Too big: Step takes >30min AWT or touches >3 files → decompose further
  • Too small: Step takes <2min AWT → combine with adjacent step
  • Right size: Verifiable outcome, clear done criteria, single responsibility

Dependency Mapping

Ask for each step:

  • What inputs do I need? (determines predecessors)
  • What outputs do I produce? (determines successors)
  • Can this run while something else runs? (candidate for Concurrent block)

Common Planning Mistakes

  • Vague objectives: "Make it work" → Define specific success criteria
  • Missing dependencies: Steps that assume prior work → Explicit ← Px-Sy
  • Over-sequencing: All steps linear when some could parallelize
  • Under-estimating: No AWT in Strategy → Add time budget
  • Skipping verification: No test step after implement → Add [TEST] or [VERIFY]

Next Action Logic

  1. Check phase gate → Pass? → Next phase, first verb
  2. Gate fails? → Execute verb that addresses unchecked item
  3. Verb outcome: -OK → next verb | -FAIL → handle | -SKIP → next verb
  4. No more verbs? → Re-evaluate gate
  5. [DELIVER] done? → [CLOSE] and [ARCHIVE] if session-based

Common failure handlers:

  • -FAIL on [RESEARCH], [ASSESS], [PLAN] → [CONSULT] or more [RESEARCH]
  • -FAIL on [TEST], [VERIFY] → [FIX] → retry

Effort Allocation

Time Units

  • AWT (Agentic Work Time) - Agent processing time, excludes user wait
  • HHW (Human-Hour Work) - Human equivalent effort for task sizing

Phase Budgets by Complexity

| Phase | LOW | MEDIUM | HIGH | |-------|-----|--------|------| | EXPLORE | 5min | 15min | 30min | | DESIGN | 5min | 30min | 60min | | IMPLEMENT | varies | varies | varies | | REFINE | 5min | 15min | 30min | | DELIVER | 2min | 5min | 10min |

Values are AWT guidelines, not hard limits.

Diminishing Returns

  • Phase takes 2x budget without gate progress → [CONSULT]
  • Same step retried 3x without improvement → [CONSULT]
  • Research yields no new information after 3 sources → move on

Retry Limits

  • COMPLEXITY-LOW: Infinite retries (until user stops)
  • COMPLEXITY-MEDIUM/HIGH: Max 5 attempts per phase, then [CONSULT]

Mandatory Gate Output

Before proceeding to next phase, output:

## Gate: [CURRENT_PHASE] → [NEXT_PHASE]

**Complexity**: [LOW/MEDIUM/HIGH] | **Artifacts**: [list created docs]

- [x] Item - Evidence: [specific evidence]
- [ ] Item - BLOCKED: [what's missing]

**Gate status**: PASS | FAIL