244 lines
7.8 KiB
Markdown
244 lines
7.8 KiB
Markdown
---
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name: Conducting Plan Review
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description: Complete workflow for evaluating implementation plans before execution with quality checklist and structured feedback
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when_to_use: when evaluating implementation plans, before executing plans, when another agent asks you to review a plan
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version: 1.0.0
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---
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# Conducting Plan Review
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## Overview
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Systematic plan evaluation process ensuring plans are comprehensive, executable, and account for all quality criteria (security, testing, architecture, error handling, code quality, process) before implementation begins.
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## When to Use
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Use verifying-plans when:
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- **Before executing implementation plan:** Validate quality and completeness before agents start work
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- **After writing a plan:** Quality-check the plan you just created
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- **Before high-stakes work:** Ensure plan meets standards before committing resources
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- **When plan scope is uncertain:** Verify all requirements are covered
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- **Default before /execute:** Standard quality gate before plan execution
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**Don't use when:**
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- Plan is simple checklist (1-3 trivial steps)
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- Doing research/exploration (not implementation plan)
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- Plan already executed and complete
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## Quick Reference
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**Before starting:**
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1. Read plan to understand scope and approach
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2. Evaluate against plan quality standards
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3. Check plan structure (task granularity, completeness, TDD approach)
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4. Save structured feedback to work directory
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**Core workflow:**
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1. Identify plan to review
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2. Review against quality checklist (all categories)
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3. Evaluate plan structure and completeness
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4. Save structured feedback to work directory
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## Implementation
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### Prerequisites
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Read these to understand quality standards:
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- `${CLAUDE_PLUGIN_ROOT}standards/code-review.md` - Quality standards apply to plans too
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- `${CLAUDE_PLUGIN_ROOT}standards/development.md` - Simplicity, consistency, documentation
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- `${CLAUDE_PLUGIN_ROOT}principles/testing.md` - TDD and testing principles
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### Step-by-Step Workflow
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#### 1. Identify plan to review
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**Locate the plan:**
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- Plan files are typically in `.work/<feature-name>` directory
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- Naming pattern: `YYYY-MM-DD-<feature-name>.md`
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- Check current directory or ask user for plan location
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**Read the plan completely:**
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- Understand the goal and architecture
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- Review all tasks and steps
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- Note any immediate concerns
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#### 2. Review against quality checklist
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**Review ALL categories from verify-plan-template.md:**
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1. **Security & Correctness** (6 items)
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- Does plan address security vulnerabilities in design?
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- Does plan consider dependency security?
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- Does plan include acceptance criteria?
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- Does plan handle concurrency if applicable?
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- Does plan specify error handling strategy?
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- Does plan address API/schema compatibility?
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2. **Testing** (6 items)
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- Does plan include test strategy?
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- Does plan specify TDD approach?
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- Does plan identify edge cases?
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- Does plan emphasize behavior testing?
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- Does plan require test isolation?
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- Does plan specify test structure?
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3. **Architecture** (7 items)
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- Does plan maintain SRP?
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- Does plan avoid duplication?
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- Does plan separate concerns?
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- Does plan avoid over-engineering (YAGNI)?
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- Does plan minimize coupling?
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- Does plan maintain encapsulation?
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- Does plan keep modules testable?
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4. **Error Handling** (3 items)
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- Does plan specify error handling approach?
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- Does plan include error message requirements?
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- Does plan identify invariants?
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5. **Code Quality** (7 items)
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- Does plan emphasize simplicity?
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- Does plan include naming conventions?
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- Does plan maintain type safety?
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- Does plan follow project patterns?
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- Does plan avoid magic numbers?
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- Does plan specify where rationale is needed?
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- Does plan include documentation requirements?
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6. **Process** (6 items)
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- Does plan include verification steps?
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- Does plan identify performance considerations?
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- Does plan include linting/formatting verification?
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- Does plan scope match requirements?
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- Does plan leverage existing libraries/patterns?
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- Does plan include commit strategy?
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**Empty BLOCKING section is GOOD if you actually checked.** Missing sections mean you didn't check.
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**BLOCKING vs SUGGESTIONS decision:**
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Use BLOCKING when:
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- Security vulnerability in design
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- Missing error handling strategy
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- No test strategy or TDD approach
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- Tasks too large (>5 minutes)
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- Missing exact file paths or commands
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- Scope doesn't match requirements
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Use SUGGESTIONS when:
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- Could add logging for debugging
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- Could improve variable naming
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- Could add documentation
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- Could consider performance optimization
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- Could leverage existing pattern
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**Rule of thumb:**
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- BLOCKING = Plan will fail during execution or produce insecure/incorrect code
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- SUGGESTIONS = Plan would succeed but quality could be higher
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#### 3. Evaluate plan structure
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**Task Granularity:**
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- Are tasks bite-sized (2-5 minutes each)?
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- Are tasks independent where possible?
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- Does each task have clear success criteria?
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**Completeness:**
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- Are exact file paths specified?
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- Are complete code examples provided (not "add validation")?
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- Are exact commands with expected output included?
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- Are relevant skills/practices referenced?
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**TDD Approach:**
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- Does each task follow RED-GREEN-REFACTOR?
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- Write test → Run test (fail) → Implement → Run test (pass) → Commit?
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#### 4. Save structured evaluation
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**Template location:**
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`${CLAUDE_PLUGIN_ROOT}templates/verify-plan-template.md`
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**YOU MUST use this exact structure:**
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```markdown
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# Plan Evaluation - {Date}
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## Status: [BLOCKED | APPROVED WITH SUGGESTIONS | APPROVED]
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## Plan Summary
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- **Feature:** [Feature name]
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- **Location:** [Path to plan file]
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- **Scope:** [Brief description]
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## BLOCKING (Must Address Before Execution)
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[Issues or "None"]
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**[Issue title]:**
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- Description: [what's missing or problematic]
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- Impact: [why this blocks execution]
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- Action: [what needs to be added/changed]
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## SUGGESTIONS (Would Improve Plan Quality)
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[Suggestions or "None"]
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**[Suggestion title]:**
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- Description: [what could be improved]
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- Benefit: [how this would help]
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- Action: [optional improvement]
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## Plan Quality Checklist
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[Check all 35 items across 6 categories]
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## Plan Structure Quality
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[Evaluate task granularity, completeness, TDD approach]
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## Assessment
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**Ready for execution?** [YES / NO / WITH CHANGES]
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**Reasoning:** [Brief explanation]
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```
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**File naming:**
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Save to `.work/{YYYY-MM-DD}-verify-plan-{HHmmss}.md`
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Example: `.work/2025-11-22-verify-plan-143052.md`
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**Time-based naming ensures:**
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- No conflicts when multiple agents run in parallel (dual verification)
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- Each evaluation gets unique filename automatically
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- Collation agents can find all reviews with glob pattern
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- No coordination needed between agents
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**Do NOT create custom section structures.** Use template exactly. Additional context (plan excerpts, specific examples) may be added at the end, but core template sections are mandatory.
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## What NOT to Skip
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**NEVER skip:**
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- Reading the entire plan (not just summary)
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- Reviewing ALL quality categories (not just critical)
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- Checking plan structure (granularity, completeness, TDD)
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- Saving evaluation file to work directory
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- Including specific examples of issues found
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**Common rationalizations that violate workflow:**
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- "Plan looks comprehensive" → Check all categories anyway
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- "Author is experienced" → Evaluate objectively regardless of author
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- "Just a small feature" → Small features need complete plans
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- "Only flagging blockers" → Document suggestions too
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- "Template is too detailed" → Template structure is mandatory
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## Related Skills
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**Writing plans:**
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- Writing Plans: `${CLAUDE_PLUGIN_ROOT}skills/writing-plans/SKILL.md`
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**Executing plans:**
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- Executing Plans: `${CLAUDE_PLUGIN_ROOT}skills/executing-plans/SKILL.md`
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## Testing This Skill
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See `test-scenarios.md` for pressure tests validating this workflow resists rationalization.
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