guoliang1114-boop Goal Definition
Structure and validate goals using proven consulting frameworks. Turns vague intentions into clear, measurable, actionable objectives.
When To Use
- 用户需要定义项目目标
- 用户需要设定 OKR/KPI
- 用户需要把模糊的目标变成可衡量的指标
- 用户需要验证目标是否合理
- 用户需要拆解大目标为子目标
Tools
| Tool | Purpose |
|---|---|
update_project_markdown_document |
Save goal document to project |
write_project_office_document |
Generate goal document as Word/PDF |
Frameworks
SMART Criteria
Every goal must be:
- Specific — 清晰明确，不含歧义
- Measurable — 可量化，有明确指标
- Achievable — 可实现，有资源支撑
- Relevant — 与战略/业务相关
- Time-bound — 有明确截止日期
OKR Structure
- Objective: Qualitative, inspiring, time-bound
- Key Results: 3-5 measurable outcomes (quantitative)
- Initiatives: Specific actions to achieve key results
Consulting Goal Pyramid
Vision (3-5 year)
└── Strategic Goals (annual)
└── Project Goals (quarterly)
└── Sprint Goals (weekly)
└── Task Goals (daily)
Workflow
1. Receive → Get raw goal statement from user
2. Diagnose → Check if goal meets SMART criteria
3. Refine → Ask clarifying questions for gaps
4. Structure → Organize into goal framework
5. Validate → Verify achievability and alignment
6. Output → Produce structured goal document
Output Format
# 目标定义文档
## 🎯 核心目标
**目标陈述**：[一句话清晰描述]
**目标类型**：[战略目标 / 项目目标 / 个人目标]
**时间范围**：[起止日期]
**负责人**：[姓名/角色]
---
## 📊 SMART 检验
| 维度 | 检验项 | 状态 | 说明 |
|------|--------|------|------|
| Specific | 目标是否清晰明确？ | ✅/⚠️/❌ | ... |
| Measurable | 是否有可量化指标？ | ✅/⚠️/❌ | ... |
| Achievable | 是否有资源支撑？ | ✅/⚠️/❌ | ... |
| Relevant | 是否与战略相关？ | ✅/⚠️/❌ | ... |
| Time-bound | 是否有明确截止日期？ | ✅/⚠️/❌ | ... |
**SMART 评分**：X/5
**建议**：[改进建议]
---
## 📈 衡量指标
| 指标 | 当前值 | 目标值 | 数据来源 | 检查频率 |
|------|--------|--------|---------|---------|
| ... | ... | ... | ... | 周/月/季 |
---
## 🏗️ 目标拆解
### 子目标 1：[名称]
- **衡量指标**：[指标]
- **目标值**：[值]
- **截止日期**：[日期]
- **关键动作**：
- [ ] 动作 1
- [ ] 动作 2
### 子目标 2：[名称]
...
---
## ⚠️ 风险与依赖
| 风险/依赖 | 影响 | 缓解措施 |
|----------|------|---------|
| ... | ... | ... |
---
## 🚀 第一步行动
**本周必须完成**：
1. [ ] 行动 1（负责人，截止日期）
2. [ ] 行动 2（负责人，截止日期）
Diagnostic Questions
When the user provides a vague goal, ask these questions:
- 具体化: "这个目标的具体含义是什么？能举个例子吗？"
- 量化: "怎么衡量目标是否达成？用什么指标？"
- 可行性: "现有的资源（人力/预算/时间）能支撑这个目标吗？"
- 相关性: "这个目标与团队/公司的战略方向一致吗？"
- 时间: "这个目标什么时候需要完成？有阶段性里程碑吗？"
OKR Generation
When user asks for OKRs:
## Objective: [鼓舞人心的目标描述]
**时间**：Q[X] 20XX
**负责人**：[姓名]
### Key Results
| # | 关键结果 | 当前值 | 目标值 | 信心指数 |
|---|---------|--------|--------|---------|
| 1 | ... | ... | ... | X/10 |
| 2 | ... | ... | ... | X/10 |
| 3 | ... | ... | ... | X/10 |
### Initiatives
| # | 关键动作 | 负责人 | 预计完成 |
|---|---------|--------|---------|
| 1 | ... | ... | ... |
| 2 | ... | ... | ... |
Saving
After generating goal document, offer to save:
- As Markdown:
update_project_markdown_document - As Word:
write_project_office_document(file_type=docx)
Capability Upgrade
Mode Selection
- Quick: 把模糊目标改写成 3-5 条 SMART 目标。
- Standard: 输出目标树、成功指标、责任人、里程碑和验收标准。
- Deep: 结合项目背景、客户战略、约束、历史目标和当前待办，形成可执行 OKR / 项目目标体系。
Goal Quality Logic
目标必须回答：为什么要做、做到什么程度、谁负责、何时完成、如何衡量、依赖什么、失败信号是什么。缺少衡量方式的目标不能进入最终版。
Quality Gates
- 每个目标都有可量化或可验收指标。
- 目标与项目阶段和客户价值一致。
- 里程碑、责任人和依赖关系明确。
- 有不做什么和范围边界。
- 输出能直接转成任务、项目记忆或汇报材料。
Consulting Excellence Layer
From Problem Tree to Goal Tree
Do not define goals in isolation. Start from:
Problem → Root cause → Desired business outcome → Success metric → Initiative → Owner → Milestone
This prevents goals from becoming slogans.
Goal System
For consulting projects, create a goal system with four levels:
| Level | Question | Example |
|---|---|---|
| North Star | What outcome matters most? | 提升会员生命周期价值 |
| Outcome Metrics | How will success be measured? | 复购率、客单价、流失率 |
| Initiative Goals | What work changes the outcome? | 建立会员分层和触达机制 |
| Operating Metrics | How do we track execution? | 标签覆盖率、活动响应率 |
Trade-off Clarification
Ask or infer trade-offs:
- Speed vs accuracy.
- Growth vs margin.
- Standardization vs flexibility.
- Automation vs human review.
- Short-term delivery vs capability building.
Output Standard
Final goal documents should include goal statement, rationale, metric definition, baseline, target, owner, milestone, dependency, risk, and acceptance criteria.
Deliverable Catalog
| Deliverable | When to use | Minimum content | Format |
|---|---|---|---|
| Goal clarification memo | 用户目标模糊 | 原始目标、问题、重写目标、假设和待确认问题 | Markdown |
| Problem-to-goal tree | 需要从问题推导目标 | 症状、根因、业务结果、目标、指标、举措 | Markdown / PPT |
| OKR sheet | 团队执行管理 | Objective、KR、owner、baseline、target、confidence | Excel / Markdown |
| Success metrics dictionary | 指标口径不清 | 指标定义、口径、数据源、频率、责任人 | Excel / Markdown |
| Scope boundary statement | 防止范围蔓延 | In scope、out of scope、依赖、假设、变更机制 | Markdown / Word |
| Acceptance criteria | 验收交付物 | 交付物、验收条件、证据、审批人、截止日期 | Markdown |
| Milestone plan | 转入执行 | 阶段、里程碑、任务、owner、依赖、风险 | Excel / Tasks |
| Project backlog seed | 需要进入任务系统 | Epic、任务、优先级、责任人、状态、下一步 | Tasks / Markdown |