Plan

Plan

Define the strategic financial plan for "$ARGUMENTS". Set objectives, choose KPIs, and document the assumptions that will drive the forecast and budget.

Prerequisites

Read .metapowers/finance/$ARGUMENTS/01-assess.md. If this file does not exist, tell the user:

Phase 1 (Assess) has not been completed for "$ARGUMENTS". Run /finance:assess $ARGUMENTS first, or use --skip-checks to bypass.

If --skip-checks is present in $ARGUMENTS, skip this check and log to .metapowers/finance/$ARGUMENTS/skip-log.md.

Process

1. Read context:

   • Read .metapowers/finance/$ARGUMENTS/01-assess.md for baseline metrics and business profile

2. Define strategic objectives:

   • What is the planning horizon? (quarterly, annual, 3-year)
   • What are the top 3-5 financial goals? (growth rate, profitability, fundraise, break-even)
   • What business milestones are tied to these goals?
   • Are there external deadlines? (fundraise timeline, board commitments)

3. Select KPIs:

   • Choose 5-10 KPIs aligned with objectives
   • For each KPI: define the metric, target, current value, and measurement frequency
   • Categorize: growth, profitability, efficiency, liquidity
   • Identify leading vs lagging indicators

4. Document planning assumptions:

   • Revenue assumptions (growth rates, pricing, churn, expansion)
   • Cost assumptions (hiring plan, vendor costs, inflation)
   • Market assumptions (TAM, competitive dynamics, seasonality)
   • Capital assumptions (funding, debt, payment terms)
   • Flag which assumptions carry the most risk

5. Write the artifact to .metapowers/finance/$ARGUMENTS/02-plan.md with sections:

   • Planning Horizon — timeframe and context
   • Strategic Objectives — prioritized financial goals
   • KPI Dashboard — metrics, targets, current values
   • Planning Assumptions — all assumptions with risk ratings
   • Milestones — key dates and financial triggers

Output

The plan written to .metapowers/finance/$ARGUMENTS/02-plan.md. Present a summary highlighting:

• Planning horizon and objectives
• Key KPIs and targets
• Highest-risk assumptions