Year Plan Command

Create or update your comprehensive Year Plan with focused OKRs, financial targets, quarterly themes, and strategic constraints.

Rule: If it doesn't move one of your OKR bars, it's a distraction.

Purpose

This command guides you through an interactive annual planning session that:

• Defines your strategic theme and one-year outcome
• Sets concrete financial targets and kill criteria
• Establishes 2-3 focused OKRs (Financial, Visibility, Development)
• Plans quarterly focus areas and priorities
• Defines positioning, visibility, and network goals
• Identifies risks and anti-goals
• Produces an updated Year Plan page in Notion

Usage

/planning-strategy:year-plan

No arguments required - The skill will guide you interactively.

How It Works

This command invokes the year-plan skill, which:

1. Determines the current year using /general:get-year-and-quarter
2. Fetches reference materials from Notion:
   • Vision (manifesto)
   • Personal Operating Model
   • Golden Rules
   • Current Year Plan (if exists)
   • Recent Quarterly Logs
3. Guides you interactively through 11 sections:
   • Strategic Theme & North Star
   • Financial Plan (revenue, profit, safety)
   • Objectives & Key Results (2-3 OKRs)
   • Quarterly Focus (themes and priorities)
   • Operating Priorities (weekly habits, time allocation)
   • Visibility & Positioning
   • Network & Leverage
   • Product/IP Bets (optional)
   • Risks & Anti-Goals
   • Review Cadence
   • Strategic Dashboard (progress tracking)
4. Checks Vision alignment to ensure coherence
5. Updates Notion Year Plan page after confirmation
6. Archives old plan at the end of the document

What You'll Need

Time: 60-90 minutes of focused strategic thinking

Information:

• Last year's performance (if available)
• Financial targets and constraints
• Strategic priorities and focus areas
• Key capabilities to develop
• Market positioning ideas

Output

A comprehensive Year Plan page in Notion containing:

1. Strategic Dashboard

Visual OKR progress bars (initially 0%)

2. North Star

• One-year outcome (Financial, Visibility, Development)
• Strategic constraints (hard rules)

3. Financial Plan

• Revenue targets (annual, monthly, mix)
• Profit & safety (margin, owner pay, runway, buffer)
• Financial kill criteria

4. Objectives & Key Results

2-3 focused OKRs with measurable key results

5. Quarterly Focus

Q1-Q4 themes, primary outcomes, max projects, non-goals

6. Operating Priorities

• Weekly non-negotiables (3 habits)
• Strategic work allocation (time %)

7. Visibility & Positioning

• Positioning statement
• Visibility KPIs (posts, reach, conversations, leads)

8. Network & Leverage

• Relationship targets
• Network rules

9. Product/IP Bets (Optional)

Active experiments with validation signals and decision dates

10. Risks & Anti-Goals

Known risks and identities to avoid

11. Review Cadence

Weekly, monthly, quarterly, yearly tracking

Saved to: https://www.notion.so/Your-Year-Plan-Page

Year Plan Framework

Strategic Theme (One sentence, non-negotiable)
    ↓
North Star Outcome (Financial, Visibility, Development)
    ↓
2-3 OKRs (Measurable objectives with key results)
    ↓
Quarterly Focus (Execution layer with themes)
    ↓
Operating Priorities (Weekly habits, time allocation)
    ↓
Review & Track (Weekly KPIs, Monthly decisions, Quarterly rewrites)

Design Principles

Max 2-3 OKRs: Focus beats volume SMART Targets: Specific, measurable, achievable, relevant, time-bound Kill Criteria: Know when to stop or pivot Vision Aligned: Always check against long-term vision User Control: Confirm before updating Notion Anti-Sycophancy: Be realistic, not optimistic

Success Criteria

A successful Year Plan should:

1. ✅ Have 2-3 focused OKRs (not 10)
2. ✅ Include clear financial kill criteria
3. ✅ Define quarterly themes (not detailed plans)
4. ✅ Align with Vision and Golden Rules
5. ✅ Be referenced weekly (not filed away)
6. ✅ Kill at least one thing explicitly (anti-goals)

Example Flow

User: /planning-strategy:year-plan

Claude: Let me start your 2026 Year Plan.

First, I'll fetch your reference materials...
✓ Vision loaded
✓ Personal Operating Model loaded
✓ Golden Rules loaded
✓ Current Year Plan (2025) loaded

Let's begin with your Strategic Theme...

What is the ONE strategic theme for 2026? This is your non-negotiable focus.

[Interactive questions follow across 11 sections]

...

I've compiled your 2026 Year Plan. Should I save this to Notion?

Key Sections Explained

Strategic Dashboard

Visual progress bars for your primary OKRs. Update these monthly to track progress.

North Star

Your one-year vision expressed as concrete outcomes, not activities. Answers "what does success look like?"

Financial Plan

Hard numbers: revenue targets, profit margins, runway, buffer. Includes kill criteria to know when to change course.

OKRs (2-3 Max)

• Financial: Buffer size, revenue growth, profit margin
• Visibility: Reach, conversations, leads, thought leadership
• Development: Skills gained, expertise level, capabilities

Each OKR has 2-3 measurable key results.

Quarterly Focus

Break the year into themes. Each quarter has:

• One primary outcome
• Max project limit
• Explicit non-goals

Operating Priorities

The weekly reality:

• 3 binary habits (done/not done)
• Time allocation across creation, delivery, visibility, ops

Visibility & Positioning

How you show up in the market:

• Who you help, what outcome, what angle
• Measurable KPIs for visibility

Network & Leverage

Relationship building targets and rules. Quality over quantity.

Product/IP Bets

Optional experiments with clear validation signals and kill dates. Max 2 bets.

Risks & Anti-Goals

What could go wrong, and what you will NOT become. Prevents mission drift.

Tips for Best Results

1. Block 90 minutes - Don't rush strategic planning
2. Review last year - What worked? What didn't?
3. Be realistic - Ambitious but achievable targets
4. Max 2-3 OKRs - More objectives = less focus
5. Set kill criteria - Know when to stop
6. Align with Vision - Check coherence with long-term vision
7. Define anti-goals - What you will NOT do
8. Reference Golden Rules - Ensure compliance

Related Commands

• /planning-strategy:quarterly-review - Review past quarter and plan next
• /general:get-year-and-quarter - Determine current year and quarter

Notes

• The skill automatically determines the current year
• Old Year Plans are archived at the end of the document
• All answers are interactive - no pre-filled templates
• The Year Plan is updated only after your confirmation
• Progress bars start at 0% - update weekly/monthly
• Quarterly Focus is high-level themes, not detailed plans