year-plan

What this skill does

# Year Plan: Interactive Annual Strategic Planning

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

## Overview

This interactive skill guides you through creating or updating your comprehensive Year Plan, covering:
- North Star outcome (one-year vision)
- Financial targets and kill criteria
- 2-3 focused OKRs (Financial, Visibility, Development)
- Quarterly focus themes
- Operating priorities and habits
- Visibility and positioning strategy
- Risks and anti-goals

The output is saved as an updated Year Plan page in Notion for ongoing tracking and execution.

## Notion Integration

**Configuration:**
Notion page URLs are loaded in the following order (first found wins):
1. `.claude/config.md` or `CLAUDE.md` - Project-specific configuration (check working directory)
2. `.claude-plugin/config.json` - Plugin default configuration

Use the Read tool to load configuration at the start of the workflow.

**Required Pages (configured in config files):**
- **Vision** (config.notion.vision): Strategy vision and manifesto
- **Personal Operating Model** (config.notion.personalOperatingModel): Strengths, weaknesses, operating manual
- **Golden Rules** (config.notion.goldenRules): Non-negotiable working principles
- **Logbook** (config.notion.logbook): Parent page for quarterly reviews (reference)
- **Year Plan** (config.notion.yearPlan): Output page for year plan

## Approach

Allowed-skills: Use the `financial-coach`, `levels-coach` and `executive-coach` skills for input if needed! Or use the `supercoach` agent! 

## Workflow

### Step 0: Setup & Context Gathering

1. **Load Configuration**:
   ```javascript
   // 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
   ```

2. **Determine Current Year**:
   ```bash
   # Call the command to determine year
   /founder-support-system:get-year-and-quarter
   ```
   This determines the current year for planning.

2. **Fetch Reference Materials**:
   Use `mcp__notion__notion-fetch` to retrieve:
   - Vision (manifesto, long-term direction)
   - Personal Operating Model (strengths, weaknesses)
   - Golden Rules (must-follow working principles)
   - Current Year Plan (if exists) for comparison
   - Recent Quarterly Logs for trend analysis

3. **Brief Context Summary**:
   Show user a 3-line summary:
   - Year being planned (e.g., "2026")
   - Vision summary (key themes)
   - Current state vs last year (if available)

---

### Section 1: Strategic Theme & North Star

**Purpose:** Define the non-negotiable focus and one-year outcome.

#### 1.1 Strategic Theme

**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

---

#### 1.2 One-Year Outcome

**Interactive Questions** (use `AskUserQuestion`):

Ask user to define outcomes in 3 areas:

1. **Financial Outcome**: "By Dec 31 [YEAR], what financial state will the business be in?"
   - Examples: "€100K revenue, €30K buffer", "€120K ARR with 40% profit margin"

2. **Visibility Outcome**: "By Dec 31 [YEAR], what visibility/reach will you have?"
   - Examples: "5K LinkedIn followers, 100 qualified leads", "Published book, 50 speaking engagements"

3. **Development Outcome**: "By Dec 31 [YEAR], what will you have learned or become expert in?"
   - Examples: "Expert in multi-agent orchestration", "Published 20 deep-dive articles on AI"

**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**:
```markdown
# 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]
```
---

#### 1.3 Strategic Constraints (Hard Rules)

**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**:
```markdown
### 1.2 Strategic Constraints (Hard Rules)

* [Constraint 1]
* [Constraint 2]
* [Constraint 3]

<!-- These reduce optionality on purpose and define freedom to act -->
```

---

### Section 2: Financial Plan (Non-Optional)

**Purpose:** Set concrete financial targets and safety thresholds.

#### 2.1 Revenue Targets

**Interactive Questions** (use `AskUserQuestion`):

1. "What is your annual revenue target for [YEAR]?" (e.g., €100,000)
2. "What monthly baseline do you need to hit?" (auto-calculate: annual/12)
3. "What is your revenue mix?"
   - Consulting: [%]
   - Products/IP: [%]
   - Other: [%]

---

#### 2.2 Profit & Safety

**Interactive Questions**:

1. "What is your target profit margin?" (e.g., 40%)
2. "What monthly owner pay do you need?" (e.g., €4,000/month)
3. "How many months of runway do you want?" (e.g., 6 months)
4. "What is your cash buffer goal?" (e.g., €25,000)

**Output**:
```markdown
## 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]
```

---

#### 2.3 Financial Kill Criteria

**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**:
```markdown
### 2.3 Financial Kill Criteria

Stop or change course if:

* [Condition 1]
* [Condition 2]
```

---

### Section 3: Objectives & Key Results (OKRs)

**Purpose:** Define 2-3 focused objectives with measurable key results.

**