Docs/01 prompt engineering/patterns/planning first

Planning Before High-Impact Execution

Version: 1.0.0
Last updated: 2026-07-16

Purpose

Separate intent clarification and execution for complex, ambiguous, or high-impact work.

Why

A plan reduces rework when choices are costly. It is not universally beneficial: forcing approval for trivial, reversible work adds latency and can fragment useful context.

How

  1. Classify the task by ambiguity, reversibility, blast radius, and decision authority.
  2. For low-risk work, execute with normal validation.
  3. For material decisions, return a concise plan containing scope, assumptions, steps, risks, verification, and rollback.
  4. Obtain approval from the actual authority.
  5. Execute only the approved scope and report deviations.
<output_format>
Return:
1. Scope and exclusions
2. Assumptions requiring confirmation
3. Ordered implementation steps
4. Risks and rollback
5. Verification gates
</output_format>

The plan is a visible work product, not private chain-of-thought.

When

Require planning for destructive actions, cross-system migrations, architecture choices, ambiguous requirements, and expensive operations. Skip approval for routine, reversible changes when policy permits.

Tradeoffs

Benefit Cost
Early alignment Additional round trip
Clear rollback Plans can become stale
Bounded scope Less opportunistic adaptation

Anti-Patterns

  • “Plan before executing—always.”
  • Requiring <thinking> disclosure.
  • Approval from a model instead of an accountable person or policy engine.
  • Treating a plan as proof that execution succeeded.

Enterprise Considerations

Map approval requirements to change-management policy, segregation of duties, and risk tier. Preserve approved plan version, actor, execution evidence, and exceptions.

Checklist

  • Planning trigger is risk-based
  • Plan states scope, risks, verification, and rollback
  • Approval authority is explicit
  • Execution deviations are recorded
  • Completion is verified independently

Changelog

  • 1.0.0 (2026-07-16): Established risk-based planning without chain-of-thought exposure.