Define strategic financial objectives, KPIs, and planning assumptions
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Added October 17, 2026
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$npx -y skills add bromso/metapowers --skill plan --agent claude-code
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---
description: Define strategic financial objectives, KPIs, and planning assumptions
---
# Plan
Define the strategic financial plan for "$ARGUMENTS". Set objectives, choose KPIs, and document the assumptions that will drive the forecast and budget.
## Prerequisites
Read `.metapowers/finance/$ARGUMENTS/01-assess.md`. If this file does not exist, tell the user:
> Phase 1 (Assess) has not been completed for "$ARGUMENTS". Run `/finance:assess $ARGUMENTS` first, or use `--skip-checks` to bypass.
If `--skip-checks` is present in $ARGUMENTS, skip this check and log to `.metapowers/finance/$ARGUMENTS/skip-log.md`.
## Process
1. **Read context:**
- Read `.metapowers/finance/$ARGUMENTS/01-assess.md` for baseline metrics and business profile
2. **Define strategic objectives:**
- What is the planning horizon? (quarterly, annual, 3-year)
- What are the top 3-5 financial goals? (growth rate, profitability, fundraise, break-even)
- What business milestones are tied to these goals?
- Are there external deadlines? (fundraise timeline, board commitments)
3. **Select KPIs:**
- Choose 5-10 KPIs aligned with objectives
- For each KPI: define the metric, target, current value, and measurement frequency
- Categorize: growth, profitability, efficiency, liquidity
- Identify leading vs lagging indicators
4. **Document planning assumptions:**
- Revenue assumptions (growth rates, pricing, churn, expansion)
- Cost assumptions (hiring plan, vendor costs, inflation)
- Market assumptions (TAM, competitive dynamics, seasonality)
- Capital assumptions (funding, debt, payment terms)
- Flag which assumptions carry the most risk
5. **Write the artifact** to `.metapowers/finance/$ARGUMENTS/02-plan.md` with sections:
- **Planning Horizon** — timeframe and context
- **Strategic Objectives** — prioritized financial goals
- **KPI Dashboard** — metrics, targets, current values
- **Planning Assumptions** — all assumptions with risk ratings
- **Milestones** — key dates and financial triggers
## Output
The plan written to `.metapowers/finance/$ARGUMENTS/02-plan.md`. Present a summary highlighting:
- Planning horizon and objectives
- Key KPIs and targets
- Highest-risk assumptions
