Sys Defining Goals

Goal Defining

Transform a single strategic intent into a measurable, actionable goal file.

Responsibility

Define ONE goal. For goal hierarchies, invoke sys-decomposing-goals after.

Quick Start

1. Classify input (canvas, natural language, hybrid)
2. Extract strategic intent
3. Identify canvas gaps (prompt if blocking)
4. Derive target using formulas
5. Create goal directory and write strategy/goals/active/{goal-dir}/goal.md

Input Classification

Canvas Input

Indicators:

• References strategy/canvas/*.md files
• Contains structured frontmatter
• Uses canvas terminology (mode, segments, GTM)
• Contains metric targets from canvas

Action: Read referenced files → extract values → derive target

Natural Language Input

Indicators:

• Conversational phrasing ("I want to...", "We need to...")
• Vague quantifiers ("more", "better", "increase")
• Missing time bounds or baselines
• No canvas file references

Action: Extract intent → map to category → ask clarifying questions → derive target

Hybrid Input

Indicators:

• References canvas with verbal context
• Partial data with narrative
• Mode awareness with conversational goals

Action: Extract structured first → supplement with intent

Intent Extraction

From Natural Language

From Canvas

Canvas Dependencies

Required (blocking if missing)

Recommended (use defaults if missing)

Target Derivation

Revenue Targets

Pipeline from revenue:

• Formula: target_revenue / win_rate
• Default win_rate: 0.25
• Example: $1M / 0.25 = $4M pipeline

Meetings from pipeline:

• Formula: pipeline / (opp_rate × avg_deal_size)
• Default opp_rate: 0.30, avg_deal: $50K
• Example: $4M / (0.30 × $50K) = 267 meetings

Activity Targets

Outreach from meetings:

• Formula: meetings / meeting_rate
• Default meeting_rate: 0.02
• Example: 267 / 0.02 = 13,350 touches

MQLs from SQLs:

• Formula: sql_target / mql_to_sql_rate
• Default mql_to_sql: 0.40

Efficiency Targets

Conversion improvement:

• Formula: current_rate + improvement_target
• Default improvement: 5 percentage points

Cycle time reduction:

• Formula: current_days × (1 - reduction_pct)
• Default reduction: 15%

Output

Directory Structure

Each goal gets its own directory under strategy/goals/active/:

strategy/goals/active/{goal-dir}/
└── goal.md          # Parent goal definition

Subgoals (created by sys-decomposing-goals) are added as numbered files in the same directory.

Goal Directory and ID Format

{short-name}-{period}

The goal_id in frontmatter matches the directory name. Use concise, descriptive names.

Examples:

• ea-revenue-q1 → strategy/goals/active/ea-revenue-q1/goal.md
• distribution-q1 → strategy/goals/active/distribution-q1/goal.md
• conversion-q1 → strategy/goals/active/conversion-q1/goal.md

File Structure

---
goal_id: {goal_id}
name: {human readable name}
category: {revenue|activity|content|efficiency|retention}
target_value: {number}
target_unit: {currency|count|percentage|days}
target_direction: {maximize|minimize}
period_start: {YYYY-MM-DD}
period_end: {YYYY-MM-DD}
period_type: {quarterly|monthly|weekly|annual}
baseline_value: {number}
baseline_source: {file path or "user_provided"}
baseline_date: {YYYY-MM-DD}
parent_goal: {goal_id|null}
child_goals: []
thread: null
derivation_formula: {formula name}
derivation_assumptions: [{name}: {value}]
ownership_accountable: {role}
ownership_contributors: [{roles}]
constraints_budget: {number|null}
constraints_headcount: {number|null}
constraints_capacity: {description|null}
confidence_score: {0.0-1.0}
status: active
created: {YYYY-MM-DD}
---

# {Goal Name}

## Target

{target_value} {unit} by {period_end}

## Current State

{baseline_value} {unit} as of {baseline_date}

## Gap Analysis

- **Absolute Gap:** {target - baseline} {unit}
- **Relative Gap:** {gap_percentage}%
- **Required Pace:** {daily_required} {unit}/day

## Derivation

**Source:** {parent_goal or "Direct input"}
**Formula:** {formula_description}

### Assumptions

| Assumption | Value | Source |
|------------|-------|--------|
| {name} | {value} | {canvas section or default} |

## Milestones

| Date | Target | Status |
|------|--------|--------|
| {milestone_1_date} | {value} | pending |
| {milestone_2_date} | {value} | pending |
| {milestone_3_date} | {value} | pending |

## Risk Factors

- {risk_1}
- {risk_2}

## Constraints

- **Budget:** {amount or "None"}
- **Headcount:** {count or "None"}
- **Capacity:** {description or "None"}

Milestone Generation

Linear Distribution

Even split across period:

• Formula: baseline + (gap × milestone_fraction)
• Use when: Steady-state activity

Front-Loaded

More progress early:

• Distribution: [40%, 30%, 30%]
• Use when: Building momentum

Back-Loaded

Acceleration expected:

• Distribution: [20%, 30%, 50%]
• Use when: Ramp-up required

Workflow

1. RECEIVE input (canvas reference, NL, or hybrid)

2. CLASSIFY input type
   └── Canvas: Read files, extract structured values
   └── NL: Extract intent, ask clarifying questions
   └── Hybrid: Extract structured first, supplement

3. CHECK canvas dependencies
   └── Required missing: STOP, prompt user
   └── Recommended missing: Use defaults, flag

4. DERIVE target
   └── Apply appropriate formula
   └── Record assumptions used

5. CALCULATE milestones
   └── Determine distribution pattern
   └── Generate milestone dates and values

6. WRITE goal file
   └── Create directory: strategy/goals/active/{goal-dir}/
   └── Write: strategy/goals/active/{goal-dir}/goal.md
   └── Format: Frontmatter + prose (no inline YAML)

7. UPDATE index
   └── Add to strategy/goals/index.md

8. RETURN goal_id for downstream use

Integration

Upstream

• Human input (conversational or structured)
• Canvas files for baseline data

Downstream

• sys-decomposing-goals: Break into subgoals
• sys-activating-goals: Create execution thread
• sys-tracking-goals: Monitor progress

Boundaries

This skill provides:

• Input classification
• Intent extraction
• Canvas gap detection
• Single goal derivation
• Goal file generation

This skill does NOT:

• Decompose goals into subgoals (use sys-decomposing-goals)
• Create execution threads (use sys-activating-goals)
• Track progress (use sys-tracking-goals)
• Modify canvas sections

Examples

Example 1: Canvas Input

Input:

Set Q1 revenue goal based on strategy/canvas/13.metrics.md

Process:

1. Read 13.metrics.md → current_arr: $650K
2. Read 00.mode.md → VENTURE mode, ARR focus
3. Apply 30% growth default → target: $845K
4. Create directory and write goal file

Output:

strategy/goals/active/arr-q1/
└── goal.md

Example 2: Natural Language Input

Input:

I want to hit $1M ARR by end of Q1

Process:

1. Extract: intent=target_arr, value=$1M, period=Q1
2. Ask: "What's your current ARR baseline?"
3. User: "$650K"
4. Calculate gap: $350K (35%)
5. Create directory and write goal file

Output:

strategy/goals/active/arr-q1/
└── goal.md

Example 3: Hybrid Input

Input:

Based on our bootstrap mode and current metrics,
I want to add 50 new customers this quarter

Process:

1. Read 00.mode.md → BOOTSTRAP confirmed
2. Read 13.metrics.md → current_customers: 120
3. Target: 170 customers (+50)
4. Create directory and write goal file

Output:

strategy/goals/active/customers-q1/
└── goal.md