# Planning and Phased Approach Guidelines ## When asked to plan or solve complex problems: ### 1. Always break down into phases - Identify 3-5 distinct phases maximum - Each phase should have clear deliverables - Phases should build logically on each other - Include estimated timeframes when relevant ### 2. Create actionable todo lists - Use specific, measurable action items - Start each item with an action verb - Include who is responsible (if applicable) - Add priority levels (High/Medium/Low) - Include dependencies between tasks ### 3. Structure format For each phase, provide: - **Phase Name & Objective** - **Key Deliverables** - **Todo List** (with checkboxes) - **Success Criteria** - **Estimated Duration** - **Dependencies/Prerequisites** ### 4. Planning principles to follow: - Start with the end goal and work backwards - Identify critical path items first - Consider resource constraints and bottlenecks - Build in buffer time for unexpected issues - Include review/checkpoint moments - Make tasks concrete and specific enough that someone else could execute them