Planning skill

AI Maestro Planning

Solve the execution problem -- staying focused during complex, multi-step tasks. Uses persistent markdown files to track goals, findings, and progress so you never lose context. Part of the AI Maestro suite.

When to Use

• Multi-step tasks (3+ steps)
• Research projects
• Building features requiring >5 tool calls
• Any task where you might lose track of the goal

The 3-File Pattern

Create in docs_dev/ (or $AIMAESTRO_PLANNING_DIR):

File	Purpose	Update When
task_plan.md	Goals, phases, decisions, errors	After each phase
findings.md	Research, discoveries, resources	During research
progress.md	Session log, test results	Throughout session

Quick Start

PLAN_DIR="${AIMAESTRO_PLANNING_DIR:-docs_dev}"
mkdir -p "$PLAN_DIR"

Then create task_plan.md with:

# Task: [Goal]

## Phases
- [ ] Phase 1: Research
- [ ] Phase 2: Design
- [ ] Phase 3: Implement
- [ ] Phase 4: Test

## Decisions
| Decision | Rationale | Date |
|----------|-----------|------|

## Errors Encountered
| Error | Attempt | Resolution |
|-------|---------|------------|

The 6 Rules

1. Create plan first -- Never start complex work without task_plan.md
2. Read before decide -- Re-read the plan before any major decision
3. Update after act -- Mark phases complete, log what changed
4. 2-action rule -- After every 2 search/browse operations, save findings to findings.md
5. Log all errors -- Every error goes in the plan with attempt number and resolution
6. Never repeat failures -- If an action failed, change your approach

The 3-Strike Protocol

Strike	Action
1	Diagnose root cause, apply targeted fix
2	Try a different approach entirely
3	Question assumptions, search for similar issues
After 3	Escalate to user with all attempts documented

The 5-Question Reboot

Lost? Answer these from your planning files:

1. Where am I? (current phase in task_plan.md)
2. Where am I going? (remaining phases)
3. What's the goal? (goal section)
4. What have I learned? (findings.md)
5. What have I done? (progress.md)

Full AI Maestro Experience

This skill works standalone with no dependencies. For the complete experience including memory search, docs search, graph query, agent messaging, and agent management, install the full AI Maestro platform.