← All skills & workflows

playbook

Plan My Next 12 Months

12-Month Business Operating Plan with OKRs, milestones, financial model, market sizing, and a decision filter

A year is twelve months.

When to run
"Business owner wants a 12-month operating plan with strategic direction, OKRs, financial projections, and market context"
Time saved
~3-5 hours, multi-session manual → automated with agent assistance
How often
Per trigger event
Compounds
Each run refines templates and context — 8 automated steps improve with accumulated data

How it runs

  1. vault-preflight → verify client context completeness and flag blocking gaps before proceeding
  2. business-baseline → map current business model, growth constraints, and strategic position
  3. Review baseline — confirm current state, define 12-month vision, and declare top 3 constraints
  4. strategy-frameworks → define strategic direction with where-to-play and how-to-win choices
  5. market-sizing-analysis → size target market opportunities with TAM/SAM/SOM
  6. startup-financial-modeling → build 12-month financial model with base, optimistic, and conservative scenarios
  7. okr-frameworks → set annual OKRs with quarterly milestones and a decision filter for saying yes/no
  8. business-reporting → consolidate all outputs into a single 12-Month Business Operating Plan
  9. pdf-report → generate branded PDF of the 12-Month Business Operating Plan with strategy, financials, OKRs, and market sizing

What it needs

  • Client name and industry
  • Current annual revenue and growth rate
  • Where the business should be in 12 months (vision)
  • Top 3 constraints (time, budget, team, market, etc.)
  • Key strategic questions or decisions pending

What you get

  • 12-Month Plan.md
  • Annual OKRs.md
  • Financial Model.xlsx
  • TAM-SAM-SOM.md
  • Decision Filter.md
  • Branded Report.pdf