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name: edird-phase-planning description: Apply when doing [PLAN], [PARTITION], or planning long-running tasks in sessions

EDIRD Phase Planning

When to Invoke

• /build or /solve workflows
• [PLAN] - creating structured approach
• [PARTITION] - breaking IMPL into TASKS
• Planning features, fixes, or research in sessions

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)

Copy[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)

Copy[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:

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

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

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:

Copy## 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