Interactive annual strategic planning and Year Plan update covering financial goals, OKRs, visibility, positioning, and quarterly focus areas. Use when user mentions "year plan", "annual plan", "update year plan", "strategic plan", "set annual goals", or wants to plan for the upcoming year.
Interactive annual strategic planning that creates a comprehensive Year Plan with financial targets, 2-3 focused OKRs, quarterly themes, and measurable KPIs. Triggers when user mentions "year plan," "annual plan," "strategic plan," or wants to plan for the upcoming year.
/plugin marketplace add Pitchlab/founder-support-system/plugin install founder-support-system@founder-support-systemThis skill is limited to using the following tools:
Rule: If it doesn't move one of your OKR bars, it's a distraction.
This interactive skill guides you through creating or updating your comprehensive Year Plan, covering:
The output is saved as an updated Year Plan page in Notion for ongoing tracking and execution.
Configuration: Notion page URLs are loaded in the following order (first found wins):
.claude/config.md or CLAUDE.md - Project-specific configuration (check working directory).claude-plugin/config.json - Plugin default configurationUse the Read tool to load configuration at the start of the workflow.
Required Pages (configured in config files):
Allowed-skills: Use the financial-coach, levels-coach and executive-coach skills for input if needed! Or use the supercoach agent!
Load Configuration:
// Use Read tool to load Notion page URLs from config
// Try in order (first found wins):
// 1. .claude/config.md (check for notion.* URLs in markdown)
// 2. CLAUDE.md (check for notion.* URLs in markdown)
// 3. .claude-plugin/config.json (JSON format)
// Extract config.notion.vision, config.notion.yearPlan, config.notion.personalOperatingModel,
// config.notion.goldenRules, config.notion.logbook
// Use these URLs for all mcp__notion__notion-fetch calls below
Determine Current Year:
# Call the command to determine year
/founder-support-system:get-year-and-quarter
This determines the current year for planning.
Fetch Reference Materials:
Use mcp__notion__notion-fetch to retrieve:
Brief Context Summary: Show user a 3-line summary:
Purpose: Define the non-negotiable focus and one-year outcome.
Interactive Question (use AskUserQuestion):
"What is the ONE strategic theme for [YEAR]? This is your non-negotiable focus for the entire year. Examples: 'Scale advisory capacity', 'Build passive income', 'Establish thought leadership'."
Format: Open-ended text response
Interactive Questions (use AskUserQuestion):
Ask user to define outcomes in 3 areas:
Financial Outcome: "By Dec 31 [YEAR], what financial state will the business be in?"
Visibility Outcome: "By Dec 31 [YEAR], what visibility/reach will you have?"
Development Outcome: "By Dec 31 [YEAR], what will you have learned or become expert in?"
Detailed Instructions for Financial Outcome: Use the following template for inspiration.
Base/Best/Worst Case Planning Framework (Stage 2 Capital)
Three parallel scenarios that adapt to reality, not just one wishful-thinking plan.
Structure:
- Base Case: Built from actual historical data (last 3-6 months) + realistic hiring
- Best Case: Upside scenario (partnerships scale, pricing works, new products hit)
- Worst Case: Downside planning (churn rises, funding delays, key people leave)
Financial Focus:
- Each scenario has prescribed growth target + burn rate
- Track monthly against all 3 scenarios to know where you stand
- Pre-define trigger actions: "If we hit X revenue in Q2, unlock Y hires"
- Quarterly board reviews with all 3 scenarios
Sales/Marketing Strategy:
- Pressure-test assumptions with full GTM team in one room
- "Can marketing produce X leads 6 months from now at that cost?"
- "Can reps close 1 more deal/month by midyear?"
- Watch for stacked assumptions and unrealistic ramp times
Template: https://stage2.stockpress.co/shares/8353d6f2-e034-4f48-bf36-6a88092335d6
---
Sources:
- https://www.dearstage2.com/p/base-best-worst-your-2026-planning
Start with questions about the previous quarter / year. What was the revenue? What were the costs? What was the sales effort? Then, look at the upside. What is the goal to achieve? Help the user to estimate the required revenue by looking at salaries, costs, investments, buffer size. A sound buffer size is a minimum of 6-12 months of runway. Finally, look at the downside: what could go wrong? How to mitigate these risks?
Output:
# Year Plan — [YEAR]
**Business:** Your company/project
**Strategic Theme:** [One sentence theme]
---
## 1. North Star
### 1.1 One-Year Outcome
**By Dec 31 [YEAR], this business will:**
* **Financial**: [Outcome 1]
* **Visibility**: [Outcome 2]
* **Development**: [Outcome 3]
Interactive Question (use AskUserQuestion):
"What are 3 strategic constraints (hard rules) that define how you'll operate this year? These reduce optionality on purpose. Examples: 'No projects under €5K', 'Max 2 active clients', 'Only B2B, no B2C'."
Ask for 3 constraints.
Output:
### 1.2 Strategic Constraints (Hard Rules)
* [Constraint 1]
* [Constraint 2]
* [Constraint 3]
<!-- These reduce optionality on purpose and define freedom to act -->
Purpose: Set concrete financial targets and safety thresholds.
Interactive Questions (use AskUserQuestion):
Interactive Questions:
Output:
## 2. Financial Plan (Non-Optional)
### 2.1 Revenue Targets (SMART)
* **Annual Revenue:** €[X]
* **Monthly Baseline:** €[X] / month
* **Revenue Mix:**
* Consulting: [%]
* Products / IP: [%]
* Other: [%]
---
### 2.2 Profit & Safety
* **Target Profit Margin:** [%]
* **Owner Pay:** €[X] / month
* **Runway (months):** [X]
* **Cash Buffer Goal:** €[X]
Interactive Question:
"What are 2 financial conditions that would force you to stop or change course? Examples: 'Revenue below €3K/month for 3 consecutive months', 'Buffer drops below €10K'."
Output:
### 2.3 Financial Kill Criteria
Stop or change course if:
* [Condition 1]
* [Condition 2]
Purpose: Define 2-3 focused objectives with measurable key results.
Framework: Max 2-3 OKRs from:
For each OKR (2-3 total), ask:
Output:
## 3. Objectives & Key Results (Year-Level)
### Objective A — [Objective Name]
**Why this matters:** [One sentence]
| Key Result | Metric | Target |
| ---------- | ---------- | ---------- |
| KR1 | [Metric] | [Number] |
| KR2 | [Metric] | [Number] |
| KR3 | [Metric] | [Number] |
---
### Objective B — [Objective Name]
**Why this matters:** [One sentence]
| Key Result | Metric | Target |
| ---------- | ---------- | ---------- |
| KR1 | [Metric] | [Number] |
| KR2 | [Metric] | [Number] |
| KR3 | [Metric] | [Number] |
---
### Objective C — [Objective Name] (Optional)
[Same structure]
Purpose: Break the year into quarterly themes with clear priorities.
For each quarter (Q1-Q4), ask:
Output:
## 4. Quarterly Focus (Execution Layer)
### Q1 — [Theme]
* **Primary Outcome:** [One]
* **Max Active Projects:** [Number]
* **Non-Goals:** [Explicitly what not to do]
### Q2 — [Theme]
* **Primary Outcome:** [One]
* **Max Active Projects:** [Number]
* **Non-Goals:** [Explicitly what not to do]
### Q3 — [Theme]
* **Primary Outcome:** [One]
* **Max Active Projects:** [Number]
* **Non-Goals:** [Explicitly what not to do]
### Q4 — [Theme]
* **Primary Outcome:** [One]
* **Max Active Projects:** [Number]
* **Non-Goals:** [Explicitly what not to do]
Purpose: Define weekly habits and work allocation.
Interactive Question:
"What are 3 weekly non-negotiables (habits you track binary: done/not done)? Examples: '3 client conversations', 'Publish 1 article', 'Review finances'."
Interactive Question:
"How do you want to allocate your time across these categories (must total 100%)?"
Present options with suggested defaults:
Output:
## 5. Operating Priorities (What You Actually Do)
### 5.1 Weekly Non-Negotiables
* [Habit 1]
* [Habit 2]
* [Habit 3]
Tracked weekly. Binary done / not done.
---
### 5.2 Strategic Work Allocation
* **Creation / Thinking:** [%]
* **Delivery / Clients:** [%]
* **Visibility / Network:** [%]
* **Ops / Admin:** [%]
If reality diverges → fix system, not willpower.
Purpose: Define positioning and set visibility KPIs.
Interactive Question:
"Complete this positioning statement: 'I help [who] achieve [outcome] using [angle].'"
Example: "I help AI product teams achieve production-ready multi-agent systems using practical orchestration patterns."
Interactive Questions:
Ask for targets:
Output:
## 6. Visibility & Positioning (Optional but Measurable)
### Positioning Statement
> "I help [who] achieve [outcome] using [angle]."
---
### Visibility KPIs
* Posts published: [Number]
* Reach / impressions: [Number]
* Inbound conversations: [Number]
* Qualified leads: [Number]
Purpose: Set relationship and network growth targets.
Output:
## 7. Network & Leverage
### Strategic Relationship Targets
* **Warm relationships:** [Number]
* **Deep conversations:** [Number]
* **Alliances / partners:** [Number]
---
### Network Rules
* No coffee without intent
* No follow-ups without notes
* No calls without synthesis
Purpose: Define active product/IP experiments with clear kill criteria.
"Do you have any product/IP bets for this year? (Yes/No)"
If Yes, for each bet (max 2):
Output:
## 8. Product / IP Bets (Optional Section)
### Active Bets (Max 2)
**Bet 1: [Name]**
* **Hypothesis:** [One sentence]
* **Validation Signal:** [Clear metric]
* **Decision Date:** [Date]
**Bet 2: [Name]**
* **Hypothesis:** [One sentence]
* **Validation Signal:** [Clear metric]
* **Decision Date:** [Date]
Kill fast. Document learnings.
If No, output:
## 8. Product / IP Bets
*No active product bets for [YEAR]. Focus on services/consulting.*
Purpose: Identify risks and define what you will NOT become.
Output:
## 9. Risks & Anti-Goals
### Known Risks
* [Risk 1]
* [Risk 2]
* [Risk 3]
---
### What You Will Not Become
* [Identity to avoid]
* [Trap to avoid]
* [Pattern to avoid]
This section prevents drift.
Purpose: Define how you'll track and update the plan.
Output (auto-generated):
## 10. Review Cadence
* **Weekly:** Update OKR progress bars + KPIs
* **Monthly:** Kill / double down decisions on projects
* **Quarterly:** Rewrite priorities (not goals) based on learnings
* **Year-End:** Post-mortem + next year thesis
Purpose: Visual progress tracking for primary OKRs.
Based on user's OKRs, create progress bars (initially at 0%):
Output:
## Strategic Dashboard
**Primary OKR 1** — [Name]
▩□□□□□□□□□ | 0%
**Primary OKR 2** — [Name]
▩□□□□□□□□□ | 0%
**Primary OKR 3** — [Name] (if exists)
▩□□□□□□□□□ | 0%
> Rule: If it doesn't move one of these bars, it's a distraction.
Purpose: Identify ONE specific behavior/focus that is hugely beneficial but completely outside comfort zone.
Philosophy: Growth happens at the edge of discomfort. This Challenge identifies the one thing that will unlock disproportionate results but requires operating in new territory.
Process:
Analyze Year Plan Context: Review user's:
Identify Comfort Zone Pattern: Look for what user gravitates toward vs avoids:
Interactive Question (use AskUserQuestion):
"Based on your Year Plan, what's the ONE behavior shift that would be hugely beneficial but feels completely outside your comfort zone?
Examples:
Format: Open-ended text response
Challenge Framing:
Once user identifies the challenge, frame it as a clear commitment:
Interactive Question (use AskUserQuestion):
"How will you measure this Challenge in [YEAR]?
Make it binary or countable. Examples:
Format: Open-ended text response
Output:
## The Challenge
**Behavior Shift:** [ONE uncomfortable focus]
**Why This Matters:** [How it unlocks Year Plan outcomes]
**Success Metric:** [Binary/countable measure]
**Anti-Pattern to Kill:** [What old behavior must stop]
---
> "If you're comfortable, you're not growing."
Examples of Strong Challenges:
✅ ZERO Build → 100% Ship
✅ 100% MEET PEOPLE
✅ PUBLISH BEFORE PERFECT
Red Flags (Challenge too weak):
Process:
Interactive Question:
"Based on your Vision '[Vision summary]', does this Year Plan align? Any adjustments needed?"
Use AskUserQuestion with options:
Process:
Compile Full Year Plan: Combine all sections in this order:
Show Preview to User: Display the complete Year Plan for user approval.
Ask for Confirmation:
I've compiled your [YEAR] Year Plan.
Should I save this to Notion as the new Year Plan? (Yes/No)
Note: The old year plan will be archived at the end of the document if it exists.
If Yes, Update Notion Year Plan Page:
mcp__notion__notion-fetch to get existing Year Plan pagemcp__notion__notion-update-page with replace_content to update the full pageConfirm Completion:
✅ Year Plan for [YEAR] saved to Notion!
📄 https://www.notion.so/Your-Year-Plan-Page
**Next Steps**:
- Review weekly to track OKR progress
- Update progress bars monthly
- Revisit quarterly to adjust focus
- Reference during quarterly reviews
A successful Year Plan should:
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