strategy-review

name

strategy-review

description

Where the never-closing biz/marketing strategy threads stand, and what each needs next. Invoke for strategy ("전략 리뷰", "마케팅/비즈 상황 정리", "수익화 어디까지 왔지", when returning after a break and needing to reconstruct "why we're here"). Its subject is the `initiative_*` pages of the LLM Wiki decision graph — thesis, delivered vs pending work, next action with its inputs, kill criteria, and the decisions + constraints that govern each thread. **It does NOT prioritise the board**: ~90% of open issues are dev/ops, and ranking them beside two strategy actions buries the strategy — that is `issue-triage`'s job, run it separately. Board issues appear here only as a blocker of an initiative or as evidence of where the hours went. Read docs/reference/decision-graph.md.

Strategy review — fuse progress × priority × decision-context (#917)

The recurring solopreneur pain: I can see what's in progress (board) and what's urgent (labels), but the decision context — current situation + why we chose this + what we rejected + what it constrains — is scattered, so every return-to-decide re-pays a reconstruction cost. This skill fuses the three so priority comes with its reasoning, not just a rank.

It does not call the issue-triage skill, and it emits no board ranking — see the division of labour below. It reads the board only as evidence (a blocker of an initiative, or where the hours went), and does its own read; running issue-triage and discarding its ranking would be wasted work. The vocabulary (entities + relations + the type:decision page format) is docs/reference/decision-graph.md — read it first.

When to invoke vs issue-triage — a hard division of labour

• issue-triage — "which dev/ops issues are stale, which to close, what to work on next." Board prioritisation is its job, and it is good at it. Run it for that.
• strategy-review (this) — "where do the strategy threads stand, and what does each need next." Its subject is the initiative_* pages, not the board.

This skill does NOT emit a dev do-next. It once did, and the result was a brief where 3 of 5 recommendations were dev issues. Two structural reasons, both fatal:

1. Volume. ~90% of open issues carry area:dev/area:ops; two initiatives carry an action each. Rank them in one list and the board swallows the strategy.
2. The ranking criterion inverts. A hard external deadline ("miss it and CI breaks") always beats a kill-criterion clock ("miss it and the decision quietly evaporates"). So the strategic item is last by construction — while the self-imposed deadline is precisely the one a solo operator drops. A skill that exists to protect strategy cannot rank strategy by a criterion that buries it.

Biz/marketing work is not on the board — that is why the initiative pages exist (#917). Re-importing the board re-imports the container this whole graph was built to escape. Run both skills; they answer different questions from different data with different orderings.

Write for the operator, not for the graph

This governs everything the skill emits — the do-next in step 4, the per-initiative detail, and the strategy:brief mirror text in step 5. It is placed before the procedure because it constrains all of them, not any one step.

The reader is the operator deciding what to do this week — not a maintainer of this ontology. A brief they have to ask you to translate has failed, no matter how correct it is.

The traverse/emit boundary: the PROCEDURE sections below are written in graph vocabulary (advances::, bounds::, "slice", "gated") on purpose — that is how the skill reads the graph, and it must stay precise. None of those terms may appear in the output. Working vocabulary, not output vocabulary; do not "simplify" the procedure, and do not leak it into the brief.

Don't write	Write
advances:: / delivered::	"남은 일" / "끝난 일"
"slice"	name the work itself; when you must distinguish one item from the whole thread, "이 항목 하나" vs "이 방향 전체"
"gated" / "ungated" / "the gate"	"이슈에 시작하지 말 것이라고 적혀 있다" + who or what would open it
"cadence" / "repo attention"	"지난 30일 완료 N건" / "지난 7일 커밋 N개 중 M개만 여기에 기여"
"Inputs (have) / (missing)"	"필요한 건 다 있다" / "X가 없어서 못 한다"
"emits no action" / "revival condition"	"손 안 댐" + "되살리려면 X 하나"
[[decision_x]] as the reason	the decision's actual claim, in one clause
"preempt"	say which thing loses its value and in which direction — "A를 먼저 하면 B의 결과가 의미 없어진다" (past work wasted OR a pending reading made moot; name the one that applies)

The right column shows the register, not fixed strings — reword to fit the sentence. It is Korean because the operator reads Korean; if a run emits an English brief, apply the same rule in English (the ban is on field names and graph terms, not on a language).

Four rules on top of the table:

1. Lead with the conclusion, then the reason. "내일 데이터 보고 채널 정한다 — 지금 정하면 어제 작업이 헛수고" beats the same facts arranged as evidence→conclusion.
2. Every jargon term that survives must be defined inline, once, in the same sentence. If it can't be, it wasn't needed.
3. A number needs its meaning, not just its window. "3 of 46 commits" is data; "시간의 93%가 다른 데 갔다" is the finding. Print both — the second is why the first is in the brief.
4. Name the mechanism when an issue is blocked. "#861 is gated" tells the reader nothing they can act on. "이슈에 시작하지 말 것이라 적혀 있고, 열리는 조건이 멈춰 있는 수익화 쪽 대화라 아무도 안 움직이면 영원히 안 열린다" tells them it is structurally dead, which is the actual finding.

Worked example — the 2026-07-20 failure that produced this section

The brief emitted this as do-next item 2 (quoted in full):

2. Growth 병렬 — #1083의 게이트를 푼다(플랜에서 cf.botManagement가 채워지는지 런타임 확인). 게이트가 걸린 건 #1083의 본체지 이 확인이 아닙니다 — 이슈 첫 박스가 바로 이 확인이고, 결과가 음성이면 스코프가 UA 정규식으로 줄어듭니다. 위 판독을 선점하지 않는 유일한 미게이트 슬라이스입니다. cost: 미상.

The operator's reply was, verbatim: "이게 무슨 말인지". Every clause was true; every clause was graph-speak ("게이트", "미게이트 슬라이스", "선점", cost: 미상). The same item, rewritten:

2. 짬나면: 봇 판별이 가능한지 확인. 봇을 세려면 먼저 봇인지 알아낼 방법이 있어야 합니다. Cloudflare가 봇 점수를 주지만 그건 Enterprise 요금제 기능이라, 우리 요금제에서 실제로 값이 오는지 확인한 적이 없습니다. 로그 한 줄 넣고 보면 됩니다. 오면 정밀하게 가고, 안 오면 이 작업은 User-Agent 문자열 검사만 하는 작은 일로 줄어듭니다. 순서를 뒤집으면 없는 기능 위에 설계를 쌓게 됩니다.

What actually changed, precisely — the second version is not merely nicer prose, and imitating it as "add more words" is the wrong lesson:

• Jargon removed: "게이트" became the concrete blocker (an unverified plan feature), "선점" was dropped as unnecessary once the reasoning was stated plainly, cost: 미상 became silence (an unknown cost you cannot yet derive needs no field).
• An input was resolved rather than named. The first version cited "the gate"; the second says what the gate IS (Cloudflare bot score, Enterprise-only, never checked on our plan) and what resolving it costs (one log line). That research should have happened before writing either version — per "every do-next line must be executable on reading" in step 4. Half of this failure was writing, half was writing before finishing the reading.

Procedure (follow in order)

1. Load the standing context (the "why" + constraints)

• Read MEMORY.md (the index), then load every type:decision page (the ## Decisions section) and the relevant project pages. These are the standing decisions that bound priority — e.g. decision_depth_not_breadth, decision_ontology_saas_deferral.
• Note each decision's Status: active (a live constraint), revisit (past/near its trigger — goes in the "decisions to revisit" section), superseded (check its dependents were updated).
• Load the type:constraint pages too (the ## Constraints section — constraint_solo_capacity, constraint_kr_network_separation, constraint_neutrality_moat, constraint_free_tier_budget). They cap what's even decidable, and each one's bounds:: edges name the decisions it shapes — so "what limits this call?" is a lookup on the constraint page, not a re-derivation from prose.

2. Initiative state — from the initiative_* pages, NOT the board

• Read every type:initiative page (the ## Initiatives section of MEMORY.md). Each one's Status / Current state / Evidence / Next action / Exit criterion / Pending·Delivered is the state of record. A tracking GitHub issue is a thin pointer; its checkboxes and its 0/N are not the truth and must never be read as progress.
• This ordering is the whole point of the skill. Biz/marketing threads (#803 growth, #637 monetization) don't fit the issue shape — they have a thesis under test, not a done condition — so deriving their state from the board is how the reconstruction cost got paid over and over. Read the pages first; the board only tells you which execution slices are in flight.
• Each page carries both halves of the work: advances:: = pending (open issues), delivered:: = what already shipped (closed issues; older ones folded to YYYY-MM ×N). Read them together — the brief's "progress" comes from delivered, its "what's next" from advances + Next action. A thread with delivered ×0 over a month is not idle prose, it is a resource finding.
• Read each page's Status: active | parked and check it against its own delivered:: cadence over the window. A thread claiming active with ×0 delivered in 30 days is mislabelled; say so. A parked thread contributes its revival condition, not an action.
• Flag two things: an initiative whose Next action is a state ("waiting", "choose") rather than a verb with a cost and a trigger, and one whose Exit / kill criterion has a clock that never started.
• Check the provenance of every Inputs (have) item. A discovery/ artefact or a project_* page's recommendation is exploratory: it can make a decision executable, never an action. If the thread's premise has no decision_* page, that decision is the next step (vocabulary rule 4).

3. Board pass — evidence only. Never a do-next.

The board enters this brief in exactly two roles. Anything else about it belongs to issue-triage.

• Role 1 — a blocker of an initiative. An issue that stands between a thread and its next action. Write it as a strategic sentence, not a ticket: not "#547·16 is unticked" but "the 07-15 channel review cannot answer whether the low-friction channel converts, because the lift measurement does not exist." The issue number is a citation, not the content. Apply the verify-before-recommend gate — read the code, not the label.
• Role 2 — evidence of where the hours went. Two numbers over two named windows: delivered:: per initiative over the 30-day thread-cadence window (growth 5, monetization 0), and repo attention = the count of merges that advanced any initiative over a 7-day window (the default — long enough to smooth a quiet weekend, short enough to catch a stall; state the dates, and widen it only with a reason). Count a merge as advancing an initiative if it references any of that thread's issues, including ones you just moved to delivered:: — a slice closing in the window is attention spent on the thread, so don't let the edge-flip drop it from the count. This is an observation about resource allocation under [[constraint_solo_capacity]], not a ranking.

Do not list open dev/ops issues, derive P0–P3, or recommend board work. If a hard external deadline (e.g. a runner deprecation) will consume hours before a strategy window closes, say so once as a capacity note — "N hours are already spoken for before ; issue-triage ranks that work" — and move on. Naming it is context; ranking it is scope creep.

• Cross-check the merges in a day-window you name (e.g. the last 7 days) against each initiative's Current state line: a merge that advanced an initiative but left its page's state stale is a finding — update the page. Do not say "the last N merges": that is a window of variable length and this skill forbids it four points below. State the dates.
• Do NOT try to reconstruct an initiative's progress from its issues. If an initiative page is missing for a live strategy thread, say so; that is the finding.
• Before calling a tracking umbrella a missing Initiative, apply the four-question test in docs/reference/decision-graph.md rule 4 — does it close · does N/M lie · does a Decision govern it · does its state live outside the issue. The default answer is no, by a wide margin (that doc carries the base rate; don't restate it here — one home per number). Read the body, not the label: a run that judged #400 and #735 from their labels mis-read both. A wrongly created initiative page is a permanent stub with permanent upkeep.
• The lint does not flag tracking issues lacking an initiative page, on purpose: at that base rate the report would be mostly noise, and the question is asked once when an umbrella is filed, not on every review.

4. Fuse via the decision graph → emit the brief

Traverse the relations (advances / constrains / evidences / bounds / supersedes / blocks) to connect each candidate to its rationale, then output BOTH:

• Never print a bare issue number. delivered:: #778 · #777 · #805 is a citation list, not a sentence — the reader cannot tell what shipped. Every number arrives with its gloss, in the initiative's language: "#936 — UTM 귀속 누수 봉합". The number is a citation; the gloss is the noun.

• Windows are days, never merges. A merge count is a window of variable length — a burst of a dozen merges can span a single busy afternoon — so setting it beside a day-measured window compares two different spans and manufactures a contradiction. Measure in days; state them. And keep the two metrics separate: thread cadence (this initiative's delivered:: in a window) answers is it alive; repo attention (count of merges in a window advancing any initiative) answers where did the hours go. State the window each time.

• Top — the do-next holds initiative actions ONLY, one line per live thread, in the order a strategist would take them. (A previous version ranked board issues alongside them "so the two are weighed against each other". That was wrong on both counts — see the division of labour above. It is retracted.)

  Each entry must answer all of the following, in plain sentences a reader can follow without knowing this skill exists:

  • what to do;
  • what you will look at;
  • what you will decide from it;
  • why not the obvious alternative;
  • what is missing, if anything, and when it can start.

  The old template for this line was a single interpunct-separated chain of internal field names (Inputs have / missing, cost, deadline-or-trigger, consistent with [[decision_X]]). It is retracted — it produced technically-complete lines the operator had to ask about, which re-creates at the output the exact reconstruction cost this skill exists to remove. Carry the same content as prose. Note this list is deliberately NOT written as one interpunct chain: a rule against dense formatting, written densely, teaches the format it bans. The banned-term table and its four rules are in "Write for the operator, not for the graph", above the procedure — a hard requirement, not a style note.

  Order: active threads first; within them, by what disappears if you don't act. A parked thread emits no action — it emits one line naming the single thing that would revive it.

  Two orderings are wrong, in opposite directions. Ranking by deadline hardness lets a hard external deadline bury every strategy item — it always wins, so #671-shaped work would sit permanently on top. Ranking purely by what evaporates promotes a parked thread above a running one, because a dormant thread's self-imposed kill-clock evaporates loudest of all — and that is a symptom of the thread being dead, not a reason to work it. So: active first (the delivered:: cadence says which thread is live), and only then by what evaporates. Read your own evidence — do not rank a thread above another on the same page where you printed one's cadence at 0 and the other's at 5.

  A hard external deadline is a capacity note, never a competitor: issue-triage ranks it.

  Never let an exploratory artefact make an action look executable (rule 4 of the vocabulary). If a thread's next step rests on a choice with no decision_* page, the next step is that decision — say so, and do not dress a diligence lead-list up as a plan.

  Inputs present ≠ startable. Open the issue and read its OWN gate first. A gate is not an input, and the input vocabulary below cannot express it — so an issue can have every input resolved and still be forbidden. Look for Status: BACKLOG, DO NOT start, Build gate, signal-gated, ON HOLD in the body. If one is there, that issue is not the do-next no matter how ready it looks. Never let an initiative page's "no blocking prerequisites" stand in for reading the issue: the page states technical readiness, the issue states permission.

  A gate on ONE slice silences that slice, never the thread. Having found a gate, walk the rest of advances:: and gate-check each — the do-next is the first UNGATED slice that serves the stated bottleneck. Only if every bottleneck-serving slice is gated does the thread emit no action, and then you must say who fires the trigger: a trigger nobody owns is not "waiting", it is a thread that will sit active forever with no action, which is parked wearing the wrong label — say that outright. (This is intra-thread slice selection; it feeds the active-first thread ordering above.)

  Both rules come from the same brief, in two failed drafts (2026-07-17). First it ranked #861 first because initiative_growth said "착수 가능, 막는 선행 항목 없음" — true about inputs, while the issue's first line said Status: BACKLOG — do NOT start; the brief never opened it (→ rule 1). Corrected to "read the gate", the next draft found #861 gated and declared "Growth emits no action" — never checking that #887/#270/#346 carry no gate at all, nor that #861's trigger can only fire from the parked monetization thread's outreach, so nobody will (→ rule 2). Both drafts were true and useless: one recommended forbidden work, the other said to wait for something nobody would cause.

  Every do-next line must be executable on reading. Before you write one, resolve its inputs — open the issue and list which boxes are actually unticked; look in discovery/ before claiming a draft is missing; grep the code before calling a checkbox done; and check for an in-flight PR on that slice (the open-PR rule below). Then:

  • If an input is missing, the line is not that action — it is the missing input. Rank that.
  • If inputs are present, show them (the five leads, the three unticked boxes) rather than naming the work abstractly. "Sync the bodies" is an instruction; the eight adjudicated boxes are a plan.
  • Never invent a duration. A cost you did not derive is a lie that then drives the ranking. Say in words what has to happen before anyone can estimate it — "얼마나 걸릴지는 X를 확인해야 안다" — and rank on the deadline instead. (Do NOT emit a bare cost: unknown field: that fragment is a field of the retracted template, and it appears in the worked example in "Write for the operator, not for the graph", above the procedure, as evidence of failure.)
  • Check open PRs, not just merged code. A grep of the main-branch file cannot see work that is written but not yet merged — it lives on a branch. When a slice's work looks undone, gh pr list --state open (grep its branch/title for the issue number) before ranking "do the work": an open PR means the do-next is land the PR, a smaller, different action. This is the review-time face of the start-of-work rule feedback_check_existing_pr (#406) — a main-branch read misses in-flight PRs in both directions (start-of-work risks duplicating one; here it risks mis-ranking finished work as undone). (2026-07-23: a brief ranked "add ?utm_source=reddit to the playbook" first after that grep on main came back empty — PR #1135 had already made exactly that edit and was open for review.) A brief that says "choose" or "sync" without its inputs has moved the work from the page to the reader, which is precisely the reconstruction cost this skill exists to remove.

• Per-initiative detail — for each: what shipped since the last review (delivered::, with the count as a resource signal), what remains (advances::), the Next action verbatim, and the governing decision(s) inline. The Next action quote is the one sanctioned place internal wording may appear — it is a quotation of the page, and altering it would misrepresent the record. Quote it in this lower-altitude detail block; the top-of-brief do-next states the same thing in plain language. Anything you quote in a field vocabulary gets a plain-language sentence beside it. Flag any initiative whose live work contradicts an active decision.

• Decisions to revisit — every Status: revisit past its trigger date/condition, plus any superseded decision whose dependent issues/pages weren't updated (a silent contradiction).

  A trigger can be replaced. Read the current one, never a retired date. decision_outage_cta_channel swapped a bare date for three data-conditions; a reader who matched on the old date would have flipped a decision whose evidence does not yet exist. If a page states both, the later statement governs — and an outstanding verify-after ping for the retired date is a reminder to check the conditions, not a mandate to decide. If the conditions are unmet, defer the date and say so.

5. Sync the Discord mirror (only if the active thread's Status / Next action moved)

The weekly Discord briefing renders a 📈 Strategy section from the strategy:brief KV key (#1013) — the worker cannot read this memory bundle, so that key is the bridge. This skill is the one moment the active initiative's Status + Next action are freshly re-derived, so it is where the mirror gets re-synced; otherwise the briefing's 30-day staleness guard eventually fires a refresh nudge.

• Do this only when the active initiative's Status or Next action changed in this review (a new delivered::, a moved bottleneck, a new Next action). No change → skip; a re-write with the same text only resets updatedAt and hides genuine staleness.
• Mirror the active thread (the one whose cadence says it is live). status ≈ its Status headline, nextAction ≈ its Next action in one sentence — each ≤600 chars (STRATEGY_FIELD_MAX, or the briefing truncates with …). updatedAt = today (YYYY-MM-DD).
• It is a production KV write, so emit the command, do not run it — propose it and let the operator confirm (write the JSON to a temp file to dodge shell-escaping, --remote to hit prod, not the local simulator):

  cat > /tmp/strategy-brief.json <<'JSON'
  { "status": "<Status headline ≤600>", "nextAction": "<Next action ≤600>", "updatedAt": "YYYY-MM-DD" }
  JSON
  npx wrangler kv key put --namespace-id e49508d80bb144e9a7ff872f2be771a4 --remote strategy:brief --path /tmp/strategy-brief.json
  

• After a confirmed write, update the initiative_* page's Discord 미러 line's "마지막 세팅" date so the page and the KV key don't silently drift apart.

Output norms

• One brief, two altitudes (summary do-next on top, initiative detail below) — the shape this skill's originating session (#917) prototyped.
• Before emitting, re-read the brief as the operator — specifically against the banned-term table in "Write for the operator, not for the graph" (above the procedure). Any sentence that needs this SKILL.md open to parse gets rewritten. This check is not optional — the skill failed it on 2026-07-20 while satisfying every other norm in this file.
• Cite nodes by their memory slug / issue number so the brief is traceable back into the graph.
• Separate what is verified from what is read. "These 7 slices are OPEN" is checkable and checked (npm run lint:graph -- --github, #967). "These are the right 7" is a dated hand reading — an issue can be listed, live, and still not advance the initiative, and the lint deliberately does not judge that. Never let one sentence carry both claims; the reader cannot tell which half to trust.
• Run npm run lint:graph -- --github before the brief. Structural findings mean the graph is wrong and the brief will inherit it. Its unclaimed candidates are input to step 2's judgement, not a defect list — resolve each into the initiative page or leave it out on purpose.
• A green lint does not mean the graph is complete. It checks the edges that exist; a missing edge is judgement and exits 0. #986 — the issue the entire growth do-next rested on — sat in the unclaimed list with 0 structural findings printed above it, and the brief that ranked it first never noticed it had no advances:: edge. Read the candidate list before you trust the tick.
• If a priority call rests on a decision that's gone stale (its context changed), say so and route it to "decisions to revisit" rather than silently recommending against it.
• Do NOT mutate issues/labels here (that's issue-triage's job on confirmation) — this is a read + synthesize pass. If the review surfaces a NEW durable decision, capture it as a type:decision page (via memory-ingest), don't leave it only in the brief.

Why this is a skill

Same rationale as issue-triage / ship-issue: a periodic fusion ritual described only in CLAUDE.md gets skipped on long sessions / after compaction. Invoking this re-injects the procedure + the decision-graph traversal at the moment you're deciding what to do next. The decision graph it reads is the durable layer; this skill is the traversal engine over it.