goal-setting · diff

v1.0.0 to v1.0.0

37 added, 56 removed. Audit A to A.

---

name: goal-setting

- description: "PM-GATED. Turns raw vision into ratified OKRs plus roadmap-seed stubs."

+ description: "PM-GATED. Raw vision into ratified OKRs and roadmap seeds."

version: 1.0.0

user-invocable: true

---

# Goal-Setting — Vision to OKRs to Scaffolded Stubs

- > **Posture:** vision-in, OKR-out. Neither rubber-stamp nor idea-crushing gate. Each KR must be

- > weekly-perceptible (can an agent or PM observe it move this week?); one that fails is a

- > later-impact aspiration, surfaced as a shaping question, not a rejection.

+ > **Posture:** vision-in, OKR-out; neither rubber-stamp nor gate. Each KR must be

+ > weekly-perceptible (observable moving this week); one that fails is a later-impact aspiration,

+ > surfaced as a shaping question, not a rejection.

**Entry points:**

1. **Direct invocation** — the PM arrives with raw vision, no formed OKR yet.

2. **Pickup-from-goal-seed** — a deferred `kind: goal-seed` stub; run this skill on the captured

vision.

3. **Conform intake from a sizing-object** — `coordinator:sizing` hands an optional

- `state/sizings/<id>.yaml` entry contract ahead of Step 1, on three arrival shapes

- (`route: pm-decision`+`xl_exit: roadmap`, legacy `route: roadmap`, or direct-routed

- `route: goal-setting` XXL). This is receive-and-use-if-present, never a wall: no sizing-object

- present means Step 1 runs exactly as today, and the sizing lobby never gates or refuses a

- `goal-setting` invocation absent one — see wiki for the full field-crossing table.

+ `state/sizings/<id>.yaml` ahead of Step 1 (`route: pm-decision`+`xl_exit: roadmap`, legacy

+ `route: roadmap`, or direct-routed `route: goal-setting` XXL). Receive-and-use-if-present, never

+ a wall: absent one, Step 1 runs exactly as today, and the sizing lobby never gates or refuses a

+ `goal-setting` invocation. Field-crossing table: wiki.

**What this skill produces:** a ratified OKR (one Objective + ≤5 Key Results, weekly-perceptible)

via `coordinator-doc-new --type goal`; `kind: roadmap-seed` stubs pre-tagged to the goal, one per

roadmap-worth-of-work; optionally `kind: goal-seed` stubs for deferred vision-slices; an OFFER to

chain into `/roadmap-planning` (PM-gated, never auto-run).

<HARD-GATE>

This skill DOES NOT auto-author roadmap plans, invoke `/roadmap-planning` without PM

acknowledgment, or bypass its PM gate. It scaffolds stubs and offers the chain. The PM decides

whether and when to fire each stub.

</HARD-GATE>

---

## When NOT to invoke

- **Problem not yet converged** (still deciding *what* to build) → `coordinator:shape` or

`coordinator:brainstorming` first.

- **Single-feature scope**, no broader OKR arc → straight to `coordinator:plan`.

- **Roadmap already has goals** — picking up an existing roadmap-seed stub against an

already-ratified goal → `/roadmap-planning` directly.

---

## Ceremony

### Step 1 — PM states Objective and candidate Key Results

The PM names the **Objective** (qualitative, direction-setting) and one or more **candidate KRs**

(raw is fine). Do NOT prompt for a specific format — the ceremony imposes structure through

critique, not intake.

- **When a sizing-object is present** (see Entry point 3), it pre-populates part of this step's raw

- framing in body prose only, never new frontmatter: `intent` → opening vision statement;

- `appetite` → context only, never a KR or stub `cost:`; `estimate.tshirt`+`estimate.provisional`

- together → routing signal only; `scout_evidence` → framing pointers; `route`(+`xl_exit`) → the

- recorded reason this ceremony opened. Full field-by-field detail and does/doesn't-cross list:

- wiki.

+ **When a sizing-object is present** (Entry point 3), it pre-populates this step's raw framing in

+ body prose only, never new frontmatter (`appetite` is never a KR or stub `cost:`). Field-by-field

+ crossing: wiki.

- **PM-assent record for a direct-routed XXL:** that shape emits no `xl_exit`, so once this step's

- PM utterance happens, write `pm_resolution.xl_route_assent` on the sizing-object recording it as

- the assent — this does not reintroduce a PM halt above `goal-setting` (Step 1's own utterance

- already is the gate). Detail: wiki.

+ **PM-assent record for a direct-routed XXL:** once this step's PM utterance happens, write

+ `pm_resolution.xl_route_assent` on the sizing-object recording it. Detail: wiki.

### Step 1b — Offer to record competitive context (optional)

- If the PM's vision names or implies a domain, check `state/strategic/self-description.yaml`'s

- `competitors[]` first — skip the offer silently if already populated (same discipline as

- `workweek-start`/`repo-setup` Phase 3l nudges). Otherwise offer once:

+ If the PM's vision names or implies a domain and `state/strategic/self-description.yaml`'s

+ `competitors[]` is empty, offer once (else skip silently):

> This reads like <inferred domain> work — want me to record inspirations / peers / competitors /

> aspirational-targets? Goes in your repo's strategic self-description. (Skip freely.)

On opt-in, record via `coordinator:strategic-self-description-refresh`'s scaffold path (schema:

`coordinator/schemas/strategic-self-description.schema.json`; `provenance: curated`) — never a

second marking store. On decline, proceed to Step 2 without repeating the offer.

### Step 2 — Dispatch the VP-Product Reviewer as full OKR critic

> **Do not ask whether to dispatch** — invoking this skill IS the request for the dispatch this

> step names; it dissolves no gate this skill's own body names.

**Dispatch via `Agent(subagent_type: "coordinator:vp-product", model: "opus")`.** Inline verbatim:

> You are the VP-Product Reviewer (VP of Product, they/them). You are reviewing a draft OKR set for strategic rigor.

> Your job is to act as a full OKR critic, not a rubber-stamp.

> Assess: (1) Is the Objective a real Objective — qualitative, direction-setting, not a metric or

> tactic in disguise? (2) Are the KRs real Key Results — measurable outcomes, not activity/output

> proxies? (3) Is the SET reasonable — ≤5 KRs; more means the Objective is unfocused? (4)

> Weekly-perceptibility per KR — can an agent or PM observe it move this week? If not, flag as a

> later-impact aspiration with a weekly-perceptible rewrite, or note the PM should defer it.

> Return: verdict per element (PASS/FLAG/REJECT), specific rewrite suggestions for

> flagged/rejected elements, a SET-level verdict (GO/REVISE/REFRAME). Give the EM and PM the

> material to revise it themselves — do not rewrite the whole OKR yourself.

- Step 2's dispatch runs in the background: tell the PM to expect a wait and stand down until the

- idle notification for the VP-Product Reviewer's return, rather than polling or re-dispatching.

+ The dispatch runs in the background: tell the PM to expect a wait, and stand down until the VP-Product Reviewer's idle

+ notification — no polling or re-dispatch.

### Step 3 — EM+PM integrate the VP-Product Reviewer's critique in-dialogue

- The artifact does not exist on disk yet. REJECT items are rewritten or dropped; FLAG items are

- rewritten or consciously accepted with a stated rationale; weekly-perceptibility notes are

- rewritten or deferred to a `kind: goal-seed` stub. This is a dialogue: EM presents the critique,

- proposes a revised shape, and asks the PM to confirm.

+ No artifact exists on disk yet. REJECT items are rewritten or dropped; FLAG items rewritten or

+ accepted with a stated rationale; weekly-perceptibility notes rewritten or deferred to a

+ `kind: goal-seed` stub. EM presents the critique, proposes a revised shape, asks the PM to confirm.

**Do NOT proceed to Step 4 without explicit PM confirmation on the revised OKR.**

### Step 4 — Scaffold the goal artifact

- Resolve every CLI in Steps 4-5 per the ladder in

- `${CLAUDE_PLUGIN_ROOT}/snippets/resolve-coordinator-bin.md` (Shape A/B on a POSIX host; Shape W's

- `.exe` launcher only on a PowerShell host).

+ Resolve every CLI in Steps 4-5 (incl. 5a/5b) per the ladder in

+ `${CLAUDE_PLUGIN_ROOT}/snippets/resolve-coordinator-bin.md`.

`coordinator-doc-new --type goal --title "<objective-slug>"`, resolved per that ladder.

Fill: `objective:` (ratified text), `key_results:` (≤5, weekly-perceptible), `period:` (one of the

schema enum `day|week|repo|quarter|year` — e.g. `period: quarter`, `period_value: Q3-2026`),

`status: active`.

- Once filled, invoke `emit-goal-from-artifact` (claude-klabauter-owned, the goal-pipeline emitter per

- `goals-okr-system.md` § Emit → Cockpit → Cockpit Pipe), resolved per the same ladder, with the

- scaffolded artifact's path as its argument:

- `emit-goal-from-artifact state/goals/<objective-slug>.md`, resolved per that ladder — scaffolding

- alone does not emit. Run `emit-goal-from-artifact --help` first on doubt about flags or the

- artifact-path argument shape.

+ Once filled, invoke `emit-goal-from-artifact <path>` (the goal-pipeline emitter per

+ `goals-okr-system.md` § Emit → Cockpit → Cockpit Pipe), resolved per the same ladder, where

+ `<path>` is the `state/goals/*.yaml` path `coordinator-doc-new --type goal` printed — scaffolding

+ alone does not emit. On doubt about flags, run `emit-goal-from-artifact --help`.

### Step 5 — Spawn downstream stubs

**5a. Roadmap-seed stubs** — one per roadmap-worth-of-work (roughly: one `/roadmap-planning`

invocation, one coherent capability arc; when in doubt, fewer/larger — the PM can split at

pickup):

- `coordinator-doc-new --type roadmap-seed --goals "<goal-id>" --title "<roadmap-topic>"`,

- resolved per `${CLAUDE_PLUGIN_ROOT}/snippets/resolve-coordinator-bin.md`.

+ `coordinator-doc-new --type roadmap-seed --goals "<goal-id>" --title "<roadmap-topic>"`.

Each stub carries `kind: roadmap-seed`, `origin_goal_id:` FK (via `--goals`), `deployment_state:

awaiting_gate`, a one-line title naming the capability arc.

**5b. Goal-seed stubs (optional)** — for vision-slices out of scope this period, or KRs deferred

rather than rewritten:

- `coordinator-doc-new --type goal-seed --title "<deferred-vision-slice>"`,

- resolved per `${CLAUDE_PLUGIN_ROOT}/snippets/resolve-coordinator-bin.md`.

+ `coordinator-doc-new --type goal-seed --title "<deferred-vision-slice>"`.

Each stub carries `kind: goal-seed`, `deployment_state: awaiting_gate`, and a brief body

- capturing the vision-slice verbatim — raw over polished. These feed the pickup-from-goal-seed

- entry point; they are vision preservation, not roadmap stubs.

+ capturing the vision-slice verbatim — raw over polished.

### Step 6 — Offer the PM-gated chain

> _"Goal artifact and {N} roadmap-seed stub(s) scaffolded. Want me to chain into

> `/roadmap-planning` now, or review the stubs first?"_

**Wait for PM response.** Never invoke `/roadmap-planning` without explicit PM direction.

### Step 7 — Commit goal + stubs

Stage only the goal artifact and stubs this run scaffolded — no blanket add:

Commit per `snippets/scoped-commit-route.md`, subject `goal-setting: ratify <objective-slug> +

scaffold {N} downstream stubs`, pathspec exactly the goal artifact plus the stubs this run

scaffolded.

---

## Out of scope

- - **Roadmap authoring** — `/roadmap-planning` owns it; this skill scaffolds the stubs that feed

- it. Auto-chaining bypasses the PM's multi-wave sequencing authority.

+ - **Roadmap authoring** — `/roadmap-planning` owns it; auto-chaining bypasses the PM.

- **KR tracking infrastructure** — cockpit-contract `goal.schema.json` owns event emission.

- - **Deferred-goal fleshing without PM pickup** — a `kind: goal-seed` stub is dormant until the PM

- picks it up via entry point 2.

+ - **Deferred-goal fleshing without PM pickup** — a `kind: goal-seed` stub stays dormant until entry

+ point 2.

---

- ## Skill-scaffold checklist (self-verify before reporting DONE)

+ ## Self-verify before reporting DONE

- - [ ] the VP-Product Reviewer dispatched at Opus altitude via `subagent_type: "coordinator:vp-product"`

- - [ ] PM confirmed revised OKR before any artifact written to disk

- - [ ] Goal artifact scaffolded with `coordinator-doc-new --type goal`

- - [ ] Goal artifact emitted via `emit-goal-from-artifact.py` after scaffolding

- - [ ] Each roadmap-seed stub carries `origin_goal_id:` FK and `deployment_state: awaiting_gate`

- - [ ] `/roadmap-planning` was NOT auto-invoked — offered and PM-gated

- - [ ] Commit is scoped to goal artifact + stubs only — no blanket add

+ The VP-Product Reviewer dispatched via `coordinator:vp-product`; PM confirmed the revised OKR before any artifact hit

+ disk; goal artifact scaffolded then emitted; each roadmap-seed stub carries `origin_goal_id:` and

+ `deployment_state: awaiting_gate`; `/roadmap-planning` offered, not auto-invoked; commit scoped to

+ goal artifact + stubs.