Executive Planning

Note: This skill is a reference document only. It is not invoked directly. To plan your day: /daily-plan. For strategic planning: /strategic-review. For weekly reporting: /weekly-report.

Prioritization framework for synthesizing signals from Asana, Calendar, Gmail, Fireflies, and HubSpot into a clear daily action plan. Designed for an executive managing multiple client accounts, internal operations, and business development simultaneously.

Configuration

This skill reads all user-specific context from two files:

• ~/.claude/CLAUDE.md — User identity, priorities, strategic goals, working memory (people, terms, clients)
• ~/.claude/memory/asana-config.md — Asana workspace, project, and custom field GIDs

No hardcoded user data exists in this skill. All personalization comes from those config files.

Prioritization Framework

Rank all items using this hierarchy:

Tier 1: Non-Negotiable (do first)

• Calendar commitments (meetings, calls)
• Client deliverable deadlines
• Commitments made in recent meetings (Fireflies action items)
• Anything blocking someone else's work

Tier 2: Strategic (do today)

• Items aligned with CLAUDE.md top priorities
• Revenue-impacting activities (pipeline, BD, client relationships)
• Tasks that have been overdue >2 days

Tier 3: Important (schedule this week)

• Operational tasks (invoicing, compliance, admin)
• Internal process improvements
• Content and marketing activities

Tier 4: Delegate or Defer

• Tasks assignable to team members (check CLAUDE.md Working Memory for team)
• Low-urgency follow-ups
• Nice-to-have improvements

Effort Tagging

Assign one tag to each action item:

Tag	Duration	Type
15m	Under 15 minutes	Quick reply, approval, review
30m	15-30 minutes	Short task, email draft, brief call
1hr	30-60 minutes	Focused task, document review, planning
2hr	1-2 hours	Deep deliverable, analysis, strategy
Deep	2+ hours	Major project work, complex creation

Context Awareness

When synthesizing, account for:

• Calendar density — Heavy meeting days mean only quick tasks fit in gaps
• Energy management — Front-load strategic/creative work, back-load admin
• Stakeholder urgency — Requests from key contacts (listed in CLAUDE.md) get elevated; internal admin gets deferred
• Momentum — If a project has been stalled, consider prioritizing to unblock

Source-Specific Extraction

Asana Signals

• Overdue tasks = highest urgency
• "Agent Queue" tasks = can be automated via /run-tasks (call this out)
• Tasks in client projects = client-facing urgency

Calendar Signals

• Meeting prep needed? Flag 30min before each meeting
• Back-to-back meetings = no deep work blocks available
• Open blocks = opportunity for Tier 2 strategic work

Gmail Signals

• Default query filter: to:<user-email> is:important — always apply as base filter
• Emails from key contacts (see CLAUDE.md Working Memory People section) = elevated
• Threads with >3 replies = likely needs attention
• Emails >24hrs old without response = flag

Fireflies Signals

• Action items from past 48hrs = commitments to honor
• Decisions made in meetings = may need follow-through tasks

HubSpot Signals

• Deals approaching close date = revenue urgency
• Recent activity on dormant deals = opportunity to capitalize
• New contacts added = possible follow-up needed

Anti-Patterns to Avoid

• Overloading the plan — Max 10 priority actions. Anything beyond goes to Watch List.
• Treating all tasks equally — Executive time is the scarcest resource. Ruthlessly prioritize.
• Ignoring energy — Don't schedule deep work after 4 back-to-back meetings.
• Missing commitments — Fireflies action items represent promises. Never bury these.
• Forgetting delegation — Flag items that team members should own (check CLAUDE.md for team).

Output Standards

• Clean, scannable format — no walls of text
• Effort tags on every action item
• Source attribution (Asana, Gmail, Calendar, etc.) so user knows where it came from
• Separate sections for meetings, priority actions, emails, automatable tasks, and watch list