Product vision and OKR planner

Give it your product and team. Get a vision, quarterly plan and a goal cascade for each team.

Product vision and OKR planner is a free AI skill for the job "Plan your strategy". Give the instructions to an AI assistant that supports the required files and tools, then review its output.

Free · No account · MIT licence · Made by Alireza Rezvani · Level: advanced · Thinking: high

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Made by Alireza Rezvani. See the original on GitHub; we copied it as it is, with its licence.

What it does

A product vision, a quarterly plan and a chain of goals from company down to each team, all pointing the same way. You also see how well the goals line up. Claude generates OKRs for one of five strategy types: growth, retention, revenue, innovation or operational. It cascades them from company level to teams you name, and scores alignment both up and down and across teams. It can also help with a competitive landscape view, a vision document and a team scaling proposal. A Python script builds the cascade, so you need Python available.

You give it

Your strategy type, such as growth or retention
Your teams, such as Engineering and Design
Company goals and the product share of them
Competitor notes (optional)

You get

A product vision
Company to team OKR cascade
Alignment scores
A quarterly plan
A team scaling proposal (optional)

Use it when

You are writing quarterly OKRs for a product organisation.
Team goals do not clearly support company goals.
You need a product vision document.
You want to propose adding people to a team.

More for Plan your strategy

Every plan your strategy skill

Full instructions

Add it to your AI once: download it and add the folder to Claude, ChatGPT or Codex as a skill.
Ask for the job in your own words. Your AI opens the skill when it fits.
It works best when your AI can run code.

Full instruction file

Product Strategist

Strategic toolkit for Head of Product to drive vision, alignment, and organizational excellence.

Core Capabilities

Capability	Description	Tool
OKR Cascade	Generate aligned OKRs from company to team level	`okr_cascade_generator.py`
Alignment Scoring	Measure vertical and horizontal alignment	Built into generator
Strategy Templates	5 pre-built strategy types	Growth, Retention, Revenue, Innovation, Operational
Team Configuration	Customize for your org structure	`--teams` flag

Quick Start

# Growth strategy with default teams
python scripts/okr_cascade_generator.py growth

# Retention strategy with custom teams
python scripts/okr_cascade_generator.py retention --teams "Engineering,Design,Data"

# Revenue strategy with 40% product contribution
python scripts/okr_cascade_generator.py revenue --contribution 0.4

# Export as JSON for integration
python scripts/okr_cascade_generator.py growth --json > okrs.json

Workflow: Quarterly Strategic Planning

Step 1: Define Strategic Focus

Strategy	When to Use
Growth	Scaling user base, market expansion
Retention	Reducing churn, improving LTV
Revenue	Increasing ARPU, new monetization
Innovation	Market differentiation, new capabilities
Operational	Improving efficiency, scaling operations

See references/strategy_types.md for detailed guidance.

Step 2: Gather Input Metrics

{
  "current": 100000,      // Current MAU
  "target": 150000,       // Target MAU
  "current_nps": 40,      // Current NPS
  "target_nps": 60        // Target NPS
}

Step 3: Configure Teams & Run Generator

# Default teams
python scripts/okr_cascade_generator.py growth

# Custom org structure with contribution percentage
python scripts/okr_cascade_generator.py growth \
  --teams "Core,Platform,Mobile,AI" \
  --contribution 0.3

Step 4: Review Alignment Scores

Score	Target	Action if Below
Vertical Alignment	>90%	Ensure all objectives link to parent
Horizontal Alignment	>75%	Check for team coordination gaps
Coverage	>80%	Validate all company OKRs are addressed
Balance	>80%	Redistribute if one team is overloaded
Overall	>80%	<60% needs restructuring

Step 5: Refine, Validate, and Export

Before finalizing:

Review generated objectives with stakeholders
Adjust team assignments based on capacity
Validate contribution percentages are realistic
Ensure no conflicting objectives across teams
Set up tracking cadence (bi-weekly check-ins)

# Export JSON for tools like Lattice, Ally, Workboard
python scripts/okr_cascade_generator.py growth --json > q1_okrs.json

OKR Cascade Generator

Usage

python scripts/okr_cascade_generator.py [strategy] [options]

Strategies: growth | retention | revenue | innovation | operational

Configuration Options

Option	Description	Default
`--teams`, `-t`	Comma-separated team names	Growth,Platform,Mobile,Data
`--contribution`, `-c`	Product contribution to company OKRs (0-1)	0.3 (30%)
`--json`, `-j`	Output as JSON instead of dashboard	False
`--metrics`, `-m`	Metrics as JSON string	Sample metrics

Output Examples

Dashboard Output (`growth` strategy)

============================================================
OKR CASCADE DASHBOARD
Quarter: Q1 2025  |  Strategy: GROWTH
Teams: Growth, Platform, Mobile, Data  |  Product Contribution: 30%
============================================================

🏢 COMPANY OKRS
📌 CO-1: Accelerate user acquisition and market expansion
   └─ CO-1-KR1: Increase MAU from 100,000 to 150,000
   └─ CO-1-KR2: Achieve 50% MoM growth rate
   └─ CO-1-KR3: Expand to 3 new markets

📌 CO-2: Achieve product-market fit in new segments
📌 CO-3: Build sustainable growth engine

🚀 PRODUCT OKRS
📌 PO-1: Build viral product features and market expansion
   ↳ Supports: CO-1
   └─ PO-1-KR1: Increase product MAU to 45,000
   └─ PO-1-KR2: Achieve 45% feature adoption rate

👥 TEAM OKRS
Growth Team:
  📌 GRO-1: Build viral product features through acquisition and activation
     └─ GRO-1-KR1: Increase product MAU to 11,250
     └─ GRO-1-KR2: Achieve 11.25% feature adoption rate

🎯 ALIGNMENT SCORES
✓ Vertical Alignment: 100.0%
! Horizontal Alignment: 75.0%
✓ Coverage: 100.0%  |  ✓ Balance: 97.5%  |  ✓ Overall: 94.0%
✅ Overall alignment is GOOD (≥80%)

JSON Output (`retention --json`, truncated)

{
  "quarter": "Q1 2025",
  "strategy": "retention",
  "company": {
    "objectives": [
      {
        "id": "CO-1",
        "title": "Create lasting customer value and loyalty",
        "key_results": [
          { "id": "CO-1-KR1", "title": "Improve retention from 70% to 85%", "current": 70, "target": 85 }
        ]
      }
    ]
  },
  "product": { "contribution": 0.3, "objectives": ["..."] },
  "teams": ["..."],
  "alignment_scores": {
    "vertical_alignment": 100.0, "horizontal_alignment": 75.0,
    "coverage": 100.0, "balance": 97.5, "overall": 94.0
  }
}

See references/examples/sample_growth_okrs.json for a complete example.

Reference Documents

Document	Description
`references/okr_framework.md`	OKR methodology, writing guidelines, alignment scoring
`references/strategy_types.md`	Detailed breakdown of all 5 strategy types with examples
`references/examples/sample_growth_okrs.json`	Complete sample output for growth strategy

Best Practices

OKR Cascade

Limit to 3-5 objectives per level, each with 3-5 key results
Key results must be measurable with current and target values
Validate parent-child relationships before finalizing

Alignment Scoring

Target >80% overall alignment; investigate any score below 60%
Balance scores ensure no team is overloaded
Horizontal alignment prevents conflicting goals across teams

Team Configuration

Configure teams to match your actual org structure
Adjust contribution percentages based on team size
Platform/Infrastructure teams often support all objectives
Specialized teams (ML, Data) may only support relevant objectives

Related Skills

Senior PM (project-management/senior-pm/) — Portfolio management and risk analysis inform strategic planning
Competitive Teardown (product-team/competitive-teardown/) — Competitive intelligence feeds product strategy