Plan Records
A file under plans/ is a version-controlled contract for one bounded research
objective. It records existing evidence, dependencies, phases, acceptance and stop conditions,
risks, expected notebook updates, terminal conditions, and one bounded next_action.
Use one when the objective spans experiments, gated phases, agents, harnesses, or sessions.
plans / frontmatter · source
Frontmatter and status
---
status: draft
summary: Determine whether the effect survives two control families
next_action: Design the first pilot
owner: researcher
reviewer: collaborator
current_phase: Phase 1
created: YYYY-MM-DD
updated: YYYY-MM-DD
---
Required frontmatter is
status, summary, next_action, created, updated.
Optional fields are
owner, reviewer, current_phase, gate, revisit_when, promote_when, superseded_by, abandoned_because.
Use YYYY-MM-DD-lowercase-topic.md filenames. Status is
draft, active, blocked, gated, backlog, superseded, completed, abandoned.
The body records the objective, existing evidence, bounded phases with gates, risks and
controls, and terminal conditions. next_action is one handoff pointer, not a
task queue. A terminal plan leaves it empty. A completed plan adds a
Completion report and Evidence; a
superseded or abandoned plan adds Disposition and Evidence. Active
plans live directly in plans/; other statuses live in matching subdirectories.
Gated, backlog, superseded, and abandoned plans carry the status-specific reason and
reconsideration fields. A plan that answered its question negatively is
completed, not abandoned; the gate firing is the experiment working.
| Status | Directory |
|---|---|
draft | plans/draft/ |
active | plans/ |
blocked | plans/blocked/ |
gated | plans/gated/ |
backlog | plans/backlog/ |
superseded | plans/superseded/ |
completed | plans/completed/ |
abandoned | plans/abandoned/ |
Legacy spellings
complete (for completed), proposed (for draft)
validate with a warning, and a plans/complete/ directory is accepted for them.
Run the validator with --write-plan-index to regenerate
plans/README.md. Use --format json as the stable diagnostics boundary
for dashboards, editors, and external research tools.
plans / review gates
Phases and review gates
Human follow-up approval moves a gated plan back to one bounded active phase.
Review the plan twice at minimum: before execution and after evidence returns. At a phase
gate, the human chooses whether to continue, revise, wait, or close. A gated follow-up pauses
again before any new job is submitted. A gate is a testable external blocker: data, compute, a
dependency, a collaborator decision. A plan that is viable and waiting for someone to start it
is backlog with a revisit cadence.
plans / confirmation reserve · source
Confirmation reserve
A plan that will end in a confirmatory claim carries ## Confirmation reserve,
written at creation and before any exploration, with both
**Held back:** and **Decision rule:**.
A reserve written after exploration is not a reserve, so this is the one plan section that
cannot be added later.
## Confirmation reserve
**Reserved:** the draw-1 scene set (`DRAW_STRIDE = 1000`, as used by
[[EXP-211-second-architecture-replication]]) for every work package in this plan, and the `origin`
value domain from [[EXP-209-cross-domain-entity-transfer]]. A WP may not use either for design or
piloting. Each WP exposes its frozen analysis to draw 1 once for adjudication; an outcome-informed
repair spends that reserve and requires a new untouched pool.
**Decision rule:** a WP's mechanism claim is accepted only if, on the reserved draw-1 scene set, the
package's own pre-registered primary statistic keeps its sign with the 95% scene-clustered interval
excluding its registered null, and the sign is unanimous across at least 12 of 15 blocks. A WP that
clears on draw 0 and fails this on draw 1 is recorded as draw-specific and its claim is withdrawn, not
rescoped.
The rule says what happens when the reserve fails, and that a repair informed by the outcome
spends the reserve. This plan writes Reserved: where the contract's marker is
Held back:.
plans / completion · source
Completion report
The executing session writes ## Completion report before
setting the terminal status: the disposition and the evidence that caused it, per-goal
outcomes (met, unmet, void) linking the record that carries each, limitations, follow-ups
with any successor plan named, and artifact status at closure. Numbers stay in experiments
and findings; the report links them. Plans that predate the convention record the same
thing under other headings, and the validator recognizes
Completion report, Completion, Completion note, Completion audit, Outcome, Execution outcome, Execution result, Closed, Disposition
by exact heading, case insensitively, without asking for a rename.
---
status: complete
updated: 2026-08-04
summary: "Reality leak in belief attribution is 0.682 under a bare continuation and 0.000 under an explicit question. EXP-167 shows that discourse placement and the number of examples explain the contrast, not query form. Under both controls, all three forms have zero reality leak. The causal test was therefore unnecessary and was not run."
next_action: null
---
## Outcome
Closed 2026-08-04 by [[EXP-167-belief-form-placement-kshot]] without running the causal test.
- **No residual query-form effect.** Under a document-licensing preamble plus k=8 demonstrations, the
three query forms span **0.000**: all at 1.000. The apparent form main effect (0.789 vs 1.000) is
produced entirely by the single uncontrolled cell.
- **Either control alone repairs the continuation.** 0.325 with neither; 0.831 with a preamble only;
1.000 with demonstrations only.
…
What survives is a methods note for Paper 2, not a mechanism claim …
The plan is completed, not abandoned: its question was answered, and the answer
made the planned arms unnecessary. The record says so in the summary and again under
Outcome, which the validator accepts in place of Completion report.
The status spelling complete validates with a warning.
plans / retraction · source
Retraction notice
When an experiment later corrects a value a terminal plan stated as its outcome, the plan
keeps the original text and gains a notice beneath it beginning
**Retracted YYYY-MM-DD., giving the corrected
values, the retracting record, and the date the correction was applied. Annotate, never
rewrite; point, do not restate. Write the notice when the correction is applied, not when it
is reported, and let the retracting experiment state the superseded values and sweep the
notebook for them.
plans / agent plans
Native agent plans and notebook plans
| Native agent plan | Notebook plan |
|---|---|
| Coordinates the current task or conversation | Coordinates a research objective across experiments and phases |
| Lives in one product's task context | Lives in version control and survives context resets |
| Usually guides one agent's immediate work | Can be created, executed, and reviewed by separate agents or harnesses |
| Tracks implementation steps | Tracks evidence, gates, risks, stop conditions, and handoffs |
Use Claude Code plan mode or Codex's task and multi-agent surfaces to reason about the immediate work. Pass the notebook plan's path and phase name to another executor instead of copying the contract into a prompt. The plan records scope and review decisions. Paid compute, destructive actions, publication, external writes, and unattended execution still require their own authorization.