Planning and Execution Review Checklist

System or chapter:
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Fit check
[ ] Task has meaningful sequencing or dependencies
[ ] Plan inspection adds value
[ ] Executor can report structured progress
[ ] Execution can be validated before side effects
[ ] Simpler deterministic workflow is insufficient

Plan contract
[ ] Goal captured
[ ] Assumptions listed
[ ] Constraints listed
[ ] Steps have stable IDs
[ ] Dependencies declared
[ ] Required inputs declared
[ ] Allowed and forbidden tools declared
[ ] Side-effect level declared
[ ] Approval rule declared
[ ] Acceptance criteria declared
[ ] Failure policy declared

Execution state
[ ] Run ID and plan ID recorded
[ ] Plan version recorded
[ ] Current step recorded
[ ] Completed steps recorded
[ ] Failed steps recorded
[ ] Evidence references recorded
[ ] Approvals recorded
[ ] Cost or budget state recorded where relevant
[ ] Stop reason recorded

Validation and recovery
[ ] Plan schema is validated
[ ] Dependency order is validated
[ ] Tool authority is validated
[ ] Side effects require approval or idempotency
[ ] Missing input has a recovery path
[ ] Tool failure has a recovery path
[ ] Re-planning keeps prior evidence
[ ] Budget exhaustion returns a typed partial result

Evaluation
[ ] Fixture covers single-step task
[ ] Fixture covers forbidden tool
[ ] Fixture covers missing dependency
[ ] Fixture covers retry policy
[ ] Fixture covers re-plan policy
[ ] Fixture covers approval-required side effect
[ ] Fixture covers budget exhaustion

Release decision
[ ] Green: ready for controlled use
[ ] Yellow: limited use; improve validation or recovery
[ ] Red: demo only

Required changes:

Reviewer notes: