Most Republicans don't want a shutdown, they know it's political suicide. McCarthy made a deal with Democrats to avoid a shutdown because most Republicans (privately) pressured him to do so.

Most Republicans don't want a shutdown in November, either. They are the majority party so they have the power to choose a speaker who will avert one. So Democrats don't necessarily need a plan, the process may remain completely outside their control.

If Republicans end up needing Democratic votes to elect a Republican Speaker, then they will need to offer something to Democrats, because by itself electing a Republican Speaker is not in the interest of Democrats.

All of the above is already crystal-clear to both parties. The ball is in the GOP majority's court, they get to choose the next move: work together with the Freedom Caucus or work together with Democrats.