| name | strategy-framework |
| description | A full pipeline that systematizes an organization's strategy framework through OKR design, BSC mapping, SWOT analysis, vision & mission statement, and strategy execution roadmap. Use this skill for 'build a strategy framework,' 'design OKRs,' 'BSC analysis,' 'SWOT analysis,' 'write vision and mission,' 'strategy roadmap,' 'strategy formulation,' 'mid-to-long-term strategy,' 'business strategy framework,' and 'strategy system design' — across the full spectrum of organizational strategy development. It also supports supplementing and validating existing OKRs or SWOT analyses. Note: Financial statement preparation, ERP system implementation, performance review execution, and real-time KPI dashboard development are outside the scope of this skill. |
Strategy Framework — Full Strategy Pipeline
Systematizes an organization's strategy through the sequence: OKR → BSC → SWOT → Vision & Mission → Execution Roadmap.
Execution Mode
Agent Team — 5 agents communicate directly via SendMessage and cross-verify each other's work.
Agent Composition
| Agent | File | Role | Type |
|---|
| okr-designer | .claude/agents/okr-designer.md | OKR goal & key result design, alignment | general-purpose |
| bsc-analyst | .claude/agents/bsc-analyst.md | BSC four-perspective mapping, KPI system | general-purpose |
| swot-specialist | .claude/agents/swot-specialist.md | SWOT analysis, TOWS strategy derivation | general-purpose |
| strategy-writer | .claude/agents/strategy-writer.md | Vision & mission, strategy execution roadmap | general-purpose |
| strategy-reviewer | .claude/agents/strategy-reviewer.md | Cross-verification, consistency checking | general-purpose |
Workflow
Phase 1: Preparation (Performed directly by the orchestrator)
- Extract from user input:
- Organization Info: Name, industry, size, current situation
- Strategy Period: Annual/3-year/5-year
- Existing Strategy Assets (optional): Existing OKRs, vision & mission, analytical materials
- Special Requirements (optional): Emphasis on specific frameworks, focus on certain perspectives
- Create the
_workspace/ directory at the project root
- Organize input and save as
_workspace/00_input.md
- If existing files are present, copy them to
_workspace/ and skip the corresponding phase
- Determine the execution mode based on request scope
Phase 2: Team Assembly and Execution
| Order | Task | Owner | Dependencies | Deliverable |
|---|
| 1 | OKR design | okr-designer | None | _workspace/01_okr_design.md |
| 2a | BSC mapping | bsc-analyst | Task 1 | _workspace/02_bsc_mapping.md |
| 2b | SWOT analysis | swot-specialist | Task 1 | _workspace/03_swot_analysis.md |
| 3 | Vision & Mission + Roadmap | strategy-writer | Tasks 1, 2a, 2b | _workspace/04_vision_mission.md, _workspace/05_strategy_roadmap.md |
| 4 | Strategy review | strategy-reviewer | Tasks 1, 2a, 2b, 3 | _workspace/06_review_report.md |
Tasks 2a (BSC) and 2b (SWOT) execute in parallel. Both depend only on Task 1 (OKR), so they can start simultaneously.
Inter-agent communication flow:
- okr-designer completes → sends OKR system to bsc-analyst; sends strategic assumptions to swot-specialist
- bsc-analyst completes → sends strategic blind spots to swot-specialist; sends KPI system to strategy-writer
- swot-specialist completes → sends TOWS strategy priorities to strategy-writer
- strategy-writer completes → sends all documents to strategy-reviewer
- strategy-reviewer cross-verifies all deliverables. When RED Must Fix items are found, sends revision requests to the relevant agent → rework → re-verify (up to 2 iterations)
Phase 3: Integration and Final Deliverables
- Verify all files in
_workspace/
- Confirm that all RED Must Fix items from the review report have been addressed
- Report the final summary to the user:
- OKR Design Document —
01_okr_design.md
- BSC Mapping Table —
02_bsc_mapping.md
- SWOT Analysis Report —
03_swot_analysis.md
- Vision & Mission Statement —
04_vision_mission.md
- Strategy Execution Roadmap —
05_strategy_roadmap.md
- Review Report —
06_review_report.md
Execution Modes by Request Scope
| User Request Pattern | Execution Mode | Agents Deployed |
|---|
| "Build a strategy framework," "Full strategy system" | Full Pipeline | All 5 agents |
| "Just design OKRs" | OKR Mode | okr-designer + reviewer |
| "Run a SWOT analysis" | SWOT Mode | swot-specialist + reviewer |
| "Write the vision and mission" (existing analysis available) | Document Mode | strategy-writer + reviewer |
| "Review this OKR" | Review Mode | reviewer only |
| "Create OKR and BSC" | Analysis Mode | okr-designer + bsc-analyst + reviewer |
Existing file utilization: When the user provides existing files (OKR, SWOT, etc.), copy the file to the appropriate numbered position in _workspace/ and skip the corresponding agent's phase.
Data Transfer Protocol
| Strategy | Method | Purpose |
|---|
| File-based | _workspace/ directory | Store and share major deliverables |
| Message-based | SendMessage | Real-time key information transfer, revision requests |
File naming convention: {order_number}_{deliverable_name}.md
Error Handling
| Error Type | Strategy |
|---|
| Insufficient organization info | Design hypothesis-based OKR using industry benchmarks, tag with "HYPOTHESIS-BASED" |
| Web search failure | Proceed with general knowledge, tag with "DATA LIMITED" |
| Agent failure | Retry once → if still failing, proceed without that deliverable and note the omission in the review report |
| RED found in review | Send revision request to the relevant agent → rework → re-verify (up to 2 iterations) |
| OKR-SWOT contradiction | Identify the contradiction point and coordinate between okr-designer and swot-specialist |
Test Scenarios
Normal Flow
Prompt: "Build a 2025 strategy framework for a Series B SaaS startup (50 employees). We're in the B2B HR tech space and want to grow ARR from $5M to $10M."
Expected Result:
- OKR: 3-5 company-level Objectives + department-level cascading
- BSC: Four-perspective KPI mapping + strategy map, reflecting core SaaS metrics (ARR, NRR, CAC, LTV)
- SWOT: Reflecting HR tech industry trends, 5+ TOWS strategies
- Vision & Mission: Statements appropriate for a SaaS company
- Roadmap: Quarterly milestones + ARR growth trajectory
Existing File Flow
Prompt: "I've already done the SWOT analysis. Based on this, build the OKR, BSC, and roadmap." + attached SWOT file
Expected Result:
- Copy the SWOT file to
_workspace/03_swot_analysis.md
- Skip swot-specialist; deploy okr-designer + bsc-analyst + strategy-writer + reviewer
- Incorporate the existing SWOT's TOWS strategies into the OKR and roadmap
Error Flow
Prompt: "Build a strategy framework for our company"
Expected Result:
- Insufficient organization info → Ask follow-up questions about industry/size/current situation
- If only minimal info (industry name) is provided, generate a hypothesis-based framework using benchmarks
- Tag all documents with "HYPOTHESIS-BASED — Needs validation with actual data"
Agent Extension Skills
Extension skills that enhance each agent's domain expertise:
| Skill | File | Target Agent | Role |
|---|
| okr-quality-checker | .claude/skills/okr-quality-checker/skill.md | okr-designer, strategy-reviewer | QSIM/SMART-V criteria, OKR structure verification, scoring system, anti-patterns |
| tows-matrix-builder | .claude/skills/tows-matrix-builder/skill.md | swot-specialist, strategy-writer | TOWS matrix structure, SO/WO/ST/WT strategy derivation guide, priority evaluation |
