# Strategic Planning

> Framework for setting company vision, OKRs, and quarterly goals. Use when defining strategy, running planning sessions, or evaluating strategic options.

- Skill: `saolalab/strategic-planning` (Agent Skill)
- Install (CLI): `npx skillmds@latest add saolalab/strategic-planning`
- Raw SKILL.md: https://api.skillmd.com/api/skills/saolalab/strategic-planning/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: saolalab (https://skillmd.com/u/saolalab)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/saolalab/strategic-planning

---


# Strategic Planning

## OKR Framework

Objectives should be:
- **Ambitious** — stretch beyond comfort zone
- **Qualitative** — inspiring, not a number
- **Time-bound** — one quarter max

Key Results should be:
- **Measurable** — specific metric with target
- **Achievable** — 70% confidence of hitting
- **3-5 per objective** — no more

### Template

```markdown
## Q{N} {YEAR} OKRs

### Objective 1: {Inspiring objective}
- KR1: {Metric} from {current} to {target}
- KR2: {Metric} from {current} to {target}
- KR3: {Metric} from {current} to {target}
```

## Strategy Canvas

When evaluating strategic options, use this framework:

| Factor | Option A | Option B | Option C |
|--------|----------|----------|----------|
| Alignment with mission | H/M/L | H/M/L | H/M/L |
| Revenue impact | $ | $ | $ |
| Time to value | weeks | weeks | weeks |
| Resource cost | headcount/$ | headcount/$ | headcount/$ |
| Risk level | H/M/L | H/M/L | H/M/L |
| Reversibility | easy/hard | easy/hard | easy/hard |

## Board Update Template

```markdown
# Board Update — {Month} {Year}

## Highlights
- (top 3 wins)

## KPI Dashboard
| Metric | Target | Actual | Trend |
|--------|--------|--------|-------|

## Challenges & Asks
- (blockers needing board input)

## Next Quarter Outlook
- (priorities and resource needs)
```