Plan Do Check Act

PDCA workflow automation with session binding and progress recovery. Requires Python 3.6 and Git (optional).

Plan-Do-Check-Act Skill

This skill implements the PDCA (Plan-Do-Check-Act) workflow to ensure tasks are systematically planned and executed.

Requirements

• Python 3.6+ - Required for all scripts
• Git - Optional - Only used for progress tracking. PDCA works perfectly without Git - it will use file modification times instead.

Setup Guide (First Time)

After installing, run the setup wizard:

bash

# Run interactive setup
python3 scripts/setup.py

The wizard will:

1. Check Python and Git dependencies
2. Create workspace directory (default: ~/pdca-workspace)
3. Create a test plan
4. Optionally initialize Git for progress tracking
5. Show next steps

Manual Setup

If you prefer manual setup:

bash

# 1. Create workspace directory
mkdir -p ~/pdca-workspace

# 2. Create a test plan
cd ~/pdca-workspace
manage_plan.py create "My First Plan" "Task 1" "Task 2" "Task 3"

# 3. Verify it works
manage_plan.py check plan.md

# 4. (Optional) Set up git for progress tracking
git init

Security Notes

• Workspace Scope: Only operates on plan*.md files in the configured workspace directory
• Destructive Operations: cleanup command deletes archived files older than specified days (default 7)
• User Confirmation: Archive operation prompts for confirmation if plan is not completed
• Dry Run: Use cleanup --dry-run to preview before deleting
• Autonomous Invocation: Should require user confirmation before cleanup/archive operations

---

Core Process

1. Plan

When receiving a user task, create plan.md:

• Break down the task into executable subtasks
• Record the session ID
• Mark priorities and dependencies

2. Do

Execute tasks according to plan.md:

• Check off each completed task [x]
• Mark in-progress tasks as [>]
• Record issues during execution

3. Check

After all tasks are completed:

• Check for any missed items
• Verify output meets expectations
• Identify areas for improvement

4. Act

Based on check results:

• Fix identified issues
• Update plan.md with learnings
• Archive or iterate

---

plan.md Template

markdown

# Task Plan: [Task Name]

**Session:** discord:1488795270769676318
**Created:** YYYY-MM-DD HH:MM
**Status:** IN_PROGRESS | COMPLETED | PAUSED

## Current Task

> Task 3 - Implement Login API (in progress)

## Checklist

- [x] Task 1 - Database Design
- [x] Task 2 - User Model Creation
- [>] Task 3 - Implement Login API (in progress)
- [ ] Task 4 - Implement Registration API
- [ ] Task 5 - Unit Testing

## Notes

Records during execution...

## Check Results

Fill in after completion...

---

Trigger Scenarios

Core Logic: Step Analysis

After receiving a task, quickly analyze how many steps are needed:

1-2 steps → Execute directly, no plan

• "Rename a file"
• "Delete that test file"

3-5 steps → Optional plan (ask user)

• "Help me build a login feature"

5+ steps → Auto trigger PDCA

• "Build a complete user system with registration and login"
• "Refactor this project from React to Vue"

Step Analysis Dimensions

Dimension	1 step	2-3 steps	5+ steps
File Changes	Single file	2-3 files	Multiple modules/dirs
Dependencies	None	Simple	Multi-layer/sequential
Tech Stack	Single tech	2 techs	Full-stack/multi-service
Testing	No testing	Simple validation	Full test suite
Deploy/Config	No deploy	Local run	Deploy + config + docs

Keyword Triggers

Trigger regardless of step count when user explicitly requests:

• "break down", "decompose", "plan", "checklist"
• "plan", "checklist", "todo", "track"

---

Session Binding

plan.md Records Session ID

markdown

**Session:** discord:1488795270769676318

Categorized Display After Wake

text

Uncompleted plans for current session:
1. plan.md - User System Development (2/5)

Uncompleted plans for other sessions:
2. plan-blog.md - Blog Setup (1/3) ← telegram:123456

---

Interruption Recovery

Two Interruption Scenarios

Scenario	Handling
Unexpected (network down, crash)	Check file modifications within 10 minutes
Manual Pause ("pause for now")	Use PAUSED status explicitly

Progress Inference (Active Check)

1. Check git status - Uncommitted changes
2. Check file modification time - Files within 10 minutes
3. Compare task description - Keyword matching
4. Identify task type - Code/Test/Deploy/Docs/General
5. Ask user confirmation - Final confirmation

Recovery Flow

text

Wake → on-start → Read plan.md → Check files within 10 min
                                    ↓
                    "login_api.py modified 3 min ago, continue?"

---

Consumption Mechanism

Status Flow

text

CREATED → IN_PROGRESS → PAUSED ↔ RESUMED → COMPLETED → ARCHIVED

Execution Rules

• Consume one task at a time
• Check off immediately upon completion [x]
• Skip and record if blocked

Concurrency Control

• Only one active plan at a time
• When new task arrives: if incomplete plan exists → ask "Finish previous or create new?"

---

Destruction Mechanism

Archive Strategy

Status	Retention	Action
COMPLETED	7 days	Move to archive/plan-YYYY-MM-DD-taskname.md
PAUSED	30 days	Ask user to continue or delete
STALE (no update >14 days)	Immediate	Mark as ABANDONED, wait for confirmation

Cleanup Commands

bash

# Archive completed
manage_plan.py archive

# Cleanup expired files (>7 days)
manage_plan.py cleanup --days 7

# List all plans
manage_plan.py list

---

Usage

Agent Workflow

Trigger Conditions

Automatically trigger PDCA when user:

• Asks about incomplete tasks: "What's not done?", "What's pending?", "Any unfinished tasks?"
• Asks about progress: "How's it going?", "Progress check", "What's the status?"
• Asks about the plan: "What's the plan?", "Show me the plan"
• Submits a complex task (5+ steps)
• Explicitly requests: "break down", "create a plan", "make a checklist"

Plan Phase

1. Analyze steps with analyze_steps.py
2. If 5+ steps → create plan.md
3. Output plan content to user

Do Phase

1. Execute tasks one by one
2. After each task → update plan.md
3. Report progress to user

Example:

text

「✓ Task 1 complete (Database Design)
→ Starting Task 2 (User Model Creation)」

Check Phase

1. When user asks "What's not done?" → run manage_plan.py on-start
2. Output incomplete plans with progress
3. Example response:

text

「You have 1 incomplete plan:

**User System Development** (2/5 complete)
✓ Database Design
✓ User Model Creation
○ Implement Login API (in progress)
○ Implement Registration API
○ Unit Testing

Next task: Implement Login API」

Act Phase

1. Fix identified issues
2. Archive completed plans

Create Plan

bash

# Simple create
manage_plan.py create "User System" "Database Design" "User Model" "Login API"

# With session
manage_plan.py create "User System" "Task 1" "Task 2" \
  --session "discord:1488795270769676318"

# Specify output file
manage_plan.py create "Blog Setup" "Buy Domain" "Deploy" \
  --output plan-blog.md

Update Status

bash

# Complete tasks 1 and 2
manage_plan.py update plan.md --completed 0,1

# Mark current task (in progress)
manage_plan.py update plan.md --current 2

Pause/Resume

bash

# Pause
manage_plan.py pause plan.md --reason "Waiting for API response"

# Resume
manage_plan.py resume plan.md

Session Start Check

bash

# Check incomplete plans
manage_plan.py on-start . "discord:1488795270769676318"

Progress Check

bash

# Check current progress
manage_plan.py check plan.md

# Detailed progress check (with git and files)
python3 scripts/check_progress.py . plan.md

---

Scripts

Script	Function
manage_plan.py	Main management script (create/update/pause/resume/archive)
check_progress.py	Progress check (git + file modification + keyword matching)
analyze_steps.py	Step analysis (decide whether to plan)
check_deps.py	Dependency check

---

Configuration

Default workspace: ~/.openclaw/workspace/ Plan files: plan.md or plan-*.md Archive directory: archive/

Security:

• Only operates on plan*.md files in the workspace
• Does not modify non-plan files
• Archive/cleanup only affects archive/ directory
• Use --dry-run to preview cleanup before deleting