strategic-planning

name	strategic-planning
description	Long-term strategic planning, vision setting, OKR management, annual planning
version	2.0.0
tags	["executive","strategy","planning","okr"]
agents	["universal"]

Strategic Planning Skill

Comprehensive strategic planning including vision setting, OKR management, and annual planning cycles.

When to Use This Skill

USE THIS SKILL when:

• Setting company vision or mission
• Creating annual or quarterly plans
• Defining OKRs (Objectives and Key Results)
• Strategic planning sessions
• "What's our strategy?"
• "How do we plan for next year?"
• Building roadmap
• Competitive positioning

DO NOT USE for:

• Day-to-day operations (use operations-suite)
• Financial planning (use finance-suite)
• Product roadmap (use product-suite)

Strategy Framework

Follow this linear framework:

Vision (Where we want to be)
    ↓
Mission (Why we exist)
    ↓
Goals (What we want to achieve)
    ↓
Strategies (How we'll get there)
    ↓
Tactics (Specific actions)

Step 1: Define Vision

Vision Statement Template:

The vision should answer:

• Where will we be in 3-5 years?
• What market will we dominate?
• How will the world be different because of us?

## Vision Statement

In [YEAR], [COMPANY] will be the leading [CATEGORY] solution for [TARGET_MARKET], enabling [OUTCOME] through [DIFFERENTIATOR].

[Example]
In 2028, Acme will be the leading AI-powered customer support platform for mid-market SaaS companies, enabling 10x faster resolution times through intelligent automation.

Step 2: Define Mission

Mission should answer:

• Why do we exist?
• Who do we serve?
• How do we create value?

## Mission Statement

[COMPANY] exists to [PROBLEM_we_solve] for [TARGET_CUSTOMER], so they can [OUTCOME].

[Example]
Acme exists to eliminate customer support frustration for SaaS founders, so they can focus on building great products.

Step 3: Set Goals

Goals should be:

• Specific - Clear and defined
• Measurable - Quantifiable
• Aligned - Connected to vision
• Time-bound - Deadline

Goal Categories:

Category	Examples	Timeline
Revenue	$10M ARR	2 years
Market	#1 in segment	3 years
Product	Launch X features	1 year
Team	Build X functions	1 year

Step 4: Develop Strategies

Strategies answer "HOW":

## Strategic Pillars

1. [Pillar Name]
   - Hypothesis: [Why this will work]
   - Investments: [Resources needed]
   - Metrics: [How we'll measure]

2. [Pillar Name]
   - Hypothesis: [Why this will work]
   - Investments: [Resources needed]
   - Metrics: [How we'll measure]

Step 5: Define Tactics

Tactics are specific, actionable items:

## Q1 Tactics

| Initiative | Owner | Deadline | metric |
|-----------|-------|----------|--------|
| Launch X feature | @name | Jan 15 | 100 users |
| Hire 2 AEs | @name | Jan 31 | Hired |

OKR Framework

OKRs (Objectives and Key Results) are how we track progress.

OKR Structure

---
O: [Objective - What we want to achieve]
---

KR1: [Key Result] - [metric] from [current] to [target] by [date]
KR2: [Key Result] - [metric] from [current] to [target] by [date]  
KR3: [Key Result] - [metric] from [current] to [target] by [date]

OKR Examples by Department

Sales OKRs:

O: Achieve $5M ARR with enterprise customers

KR1: Close 10 enterprise deals (>$100K each) from current 3 by Q4
KR2: Increase avg deal size from $50K to $75K by Q3
KR3: Reduce sales cycle from 90 to 60 days by Q2

Marketing OKRs:

O: Generate 500 qualified leads per month

KR1: Increase organic traffic from 10K to 50K visitors by Q4
KR2: Improve conversion rate from 2% to 5% by Q3
KR3: Generate 100 MQLs per month from current 50 by Q2

Product OKRs:

O: Launch market-winning 2.0 product

KR1: Release core 2.0 features by Q2
KR2: Achieve NPS 50+ from current 35 by Q3
KR3: Reduce churn to <5% annually from 12% by Q4

OKR Best Practices

DO:

• Limit to 3-5 objectives per quarter
• Each objective 3-5 key results
• Key results must be measurable
• 70% achievement = success (not 100%)
• Weekly check-ins on progress

DON'T:

• Copy goals to key results
• Set key results as tasks
• Have >5 key results per objective
• Set unmeasurable outcomes
• Penalize for missing targets

Annual Planning Process

Timeline

Quarter	Activity	Output
Q4 (Month 9-12)	Annual Review & Planning	Next year plan
Q1 (Month 1-3)	Kickoff & Alignment	Q1 OKRs
Q2 (Month 4-6)	Mid-year Check	Adjustments
Q3 (Month 7-9)	Adjustments	Q3 OKRs
Q4 (Month 10-12)	Review & Celebrate	Lessons learned

Annual Planning Workshop Agenda

## Strategy Day Agenda

### Morning: Analysis (3 hours)
- Review: What worked/didn't last year
- Market: Competitive landscape
- Customers: Feedback themes
- Team: Capabilities & gaps

### Afternoon: Planning (3 hours)
- Vision alignment
- Goal setting
- Strategic priorities
- Resource allocation

Strategic Analysis Tools

SWOT Analysis Template

## SWOT Analysis

### Strengths
- [What we do well]
- [Competitive advantage]

### Weaknesses  
- [Areas to improve]
- [Resource gaps]

### Opportunities
- [Market trends to leverage]
- [Competitor weaknesses]

### Threats
- [Market risks]
- [Competitor moves]

Porter's Five Forces

Force	Analysis	Impact
New entrants	[Low/Medium/High]	-
Suppliers	[Low/Medium/High]	-
Buyers	[Low/Medium/High]	-
Substitutes	[Low/Medium/High]	-
Competitors	[Low/Medium/High]	-

Strategic Planning Sessions

Monthly Strategy Review

Agenda:

1. Review OKR progress (30 min)
2. Discuss blockers (15 min)
3. Adjust tactics if needed (15 min)

Quarterly Strategy Offsite

Agenda:

1. Q回顾 (2 hours)
2. Market analysis (1 hour)
3. Competitive analysis (1 hour)
4. Next Q planning (2 hours)

Output Formats

Annual Plan Template

# [YEAR] Strategic Plan

## Vision
[One sentence vision]

## Year Goals
### Revenue Goal
$[TARGET] ARR

### Growth Goal
[X]% YoY growth

### Product Goal
[Major milestones]

## Strategic Pillars
1. [Pillar]: [Description]
2. [Pillar]: [Description]
3. [Pillar]: [Description]

## OKRs
### Q1
O: 
KR1:
KR2:
KR3:

### Q2
O:
KR1:
KR2:
KR3:

## Resource Requirements
- Headcount: [X]
- Budget: $[X]
- Technology: [Investments]

## Risks & Mitigation
| Risk | Likelihood | Impact | Mitigation |
|------|-----------|--------|-----------|
| [Risk 1] | [H/M/L] | [H/M/L] | [Plan] |

Quarterly Business Review Template

# Q[X] Business Review

## Performance Summary
- Revenue: $[X] vs $[Target]
- Growth: [X]% vs [Target]%
- Key wins: [List]
- Key lessons: [List]

## OKR Progress
| Objective | Progress | Status |
|-----------|----------|--------|
| [OKR 1] | [X]% | [On Track/At Risk] |
| [OKR 2] | [X]% | [On Track/At Risk] |

## Q[X+1] Planning
### Focus Areas
- [Priority 1]
- [Priority 2]

### Adjusted OKRs
- [Changes if any]

Quality Checklist

• Vision is specific and inspiring
• Mission clearly states why we exist
• Goals are measurable with deadlines
• Strategies are distinct from tactics
• OKRs follow correct structure
• Each KR has baseline and target
• Quarterly planning complete
• Resource requirements documented
• Risks identified and mitigated

Key Metrics

Metric	Formula	Target
OKR Achievement	% of KRs at 70%+	>70%
Forecast Accuracy	Actual vs Plan	>80%
Strategic Alignment	Team awareness	100%
Planning Frequency	Reviews done	Monthly

---

Compatible Agents

• Claude Code ✅
• OpenCode ✅
• Cursor ✅
• OpenClaw ✅
• Hermes ✅
• Codex ✅
• Any SKILL.md agent ✅

See Also

• board-management (board relations)
• investor-relations (investor updates)
• crisis-management (emergency planning)
• org-design (structure planning)