strategy-framework

Strategy Framework — Full Strategy Pipeline

Systematizes an organization's strategy through the sequence: OKR → BSC → SWOT → Vision & Mission → Execution Roadmap.

Execution Mode

Agent Team — 5 agents communicate directly via SendMessage and cross-verify each other's work.

Agent Composition

| Agent | File | Role | Type | |-------|------|------|------| | okr-designer | .claude/agents/okr-designer.md | OKR goal & key result design, alignment | general-purpose | | bsc-analyst | .claude/agents/bsc-analyst.md | BSC four-perspective mapping, KPI system | general-purpose | | swot-specialist | .claude/agents/swot-specialist.md | SWOT analysis, TOWS strategy derivation | general-purpose | | strategy-writer | .claude/agents/strategy-writer.md | Vision & mission, strategy execution roadmap | general-purpose | | strategy-reviewer | .claude/agents/strategy-reviewer.md | Cross-verification, consistency checking | general-purpose |

Workflow

Phase 1: Preparation (Performed directly by the orchestrator)

1. Extract from user input:
2. Organization Info: Name, industry, size, current situation
3. Strategy Period: Annual/3-year/5-year
4. Existing Strategy Assets (optional): Existing OKRs, vision & mission, analytical materials
5. Special Requirements (optional): Emphasis on specific frameworks, focus on certain perspectives
6. Create the _workspace/ directory at the project root
7. Organize input and save as _workspace/00_input.md
8. If existing files are present, copy them to _workspace/ and skip the corresponding phase
9. Determine the execution mode based on request scope

Phase 2: Team Assembly and Execution

| Order | Task | Owner | Dependencies | Deliverable | |-------|------|-------|-------------|-------------| | 1 | OKR design | okr-designer | None | _workspace/01_okr_design.md | | 2a | BSC mapping | bsc-analyst | Task 1 | _workspace/02_bsc_mapping.md | | 2b | SWOT analysis | swot-specialist | Task 1 | _workspace/03_swot_analysis.md | | 3 | Vision & Mission + Roadmap | strategy-writer | Tasks 1, 2a, 2b | _workspace/04_vision_mission.md, _workspace/05_strategy_roadmap.md | | 4 | Strategy review | strategy-reviewer | Tasks 1, 2a, 2b, 3 | _workspace/06_review_report.md |

Tasks 2a (BSC) and 2b (SWOT) execute in parallel. Both depend only on Task 1 (OKR), so they can start simultaneously.

Inter-agent communication flow:

• okr-designer completes → sends OKR system to bsc-analyst; sends strategic assumptions to swot-specialist
• bsc-analyst completes → sends strategic blind spots to swot-specialist; sends KPI system to strategy-writer
• swot-specialist completes → sends TOWS strategy priorities to strategy-writer
• strategy-writer completes → sends all documents to strategy-reviewer
• strategy-reviewer cross-verifies all deliverables. When RED Must Fix items are found, sends revision requests to the relevant agent → rework → re-verify (up to 2 iterations)

Phase 3: Integration and Final Deliverables

1. Verify all files in _workspace/
2. Confirm that all RED Must Fix items from the review report have been addressed
3. Report the final summary to the user:
4. OKR Design Document — 01_okr_design.md
5. BSC Mapping Table — 02_bsc_mapping.md
6. SWOT Analysis Report — 03_swot_analysis.md
7. Vision & Mission Statement — 04_vision_mission.md
8. Strategy Execution Roadmap — 05_strategy_roadmap.md
9. Review Report — 06_review_report.md

Execution Modes by Request Scope

| User Request Pattern | Execution Mode | Agents Deployed | |---------------------|---------------|----------------| | "Build a strategy framework," "Full strategy system" | Full Pipeline | All 5 agents | | "Just design OKRs" | OKR Mode | okr-designer + reviewer | | "Run a SWOT analysis" | SWOT Mode | swot-specialist + reviewer | | "Write the vision and mission" (existing analysis available) | Document Mode | strategy-writer + reviewer | | "Review this OKR" | Review Mode | reviewer only | | "Create OKR and BSC" | Analysis Mode | okr-designer + bsc-analyst + reviewer |

Existing file utilization: When the user provides existing files (OKR, SWOT, etc.), copy the file to the appropriate numbered position in _workspace/ and skip the corresponding agent's phase.

Data Transfer Protocol

| Strategy | Method | Purpose | |----------|--------|---------| | File-based | _workspace/ directory | Store and share major deliverables | | Message-based | SendMessage | Real-time key information transfer, revision requests |

File naming convention: {order_number}_{deliverable_name}.md

Error Handling

| Error Type | Strategy | |-----------|----------| | Insufficient organization info | Design hypothesis-based OKR using industry benchmarks, tag with "HYPOTHESIS-BASED" | | Web search failure | Proceed with general knowledge, tag with "DATA LIMITED" | | Agent failure | Retry once → if still failing, proceed without that deliverable and note the omission in the review report | | RED found in review | Send revision request to the relevant agent → rework → re-verify (up to 2 iterations) | | OKR-SWOT contradiction | Identify the contradiction point and coordinate between okr-designer and swot-specialist |

Test Scenarios

Normal Flow

Prompt: "Build a 2025 strategy framework for a Series B SaaS startup (50 employees). We're in the B2B HR tech space and want to grow ARR from $5M to $10M." Expected Result:

• OKR: 3-5 company-level Objectives + department-level cascading
• BSC: Four-perspective KPI mapping + strategy map, reflecting core SaaS metrics (ARR, NRR, CAC, LTV)
• SWOT: Reflecting HR tech industry trends, 5+ TOWS strategies
• Vision & Mission: Statements appropriate for a SaaS company
• Roadmap: Quarterly milestones + ARR growth trajectory

Existing File Flow

Prompt: "I've already done the SWOT analysis. Based on this, build the OKR, BSC, and roadmap." + attached SWOT file Expected Result:

• Copy the SWOT file to _workspace/03_swot_analysis.md
• Skip swot-specialist; deploy okr-designer + bsc-analyst + strategy-writer + reviewer
• Incorporate the existing SWOT's TOWS strategies into the OKR and roadmap

Error Flow

Prompt: "Build a strategy framework for our company" Expected Result:

• Insufficient organization info → Ask follow-up questions about industry/size/current situation
• If only minimal info (industry name) is provided, generate a hypothesis-based framework using benchmarks
• Tag all documents with "HYPOTHESIS-BASED — Needs validation with actual data"

Agent Extension Skills

Extension skills that enhance each agent's domain expertise:

| Skill | File | Target Agent | Role | |-------|------|-------------|------| | okr-quality-checker | .claude/skills/okr-quality-checker/skill.md | okr-designer, strategy-reviewer | QSIM/SMART-V criteria, OKR structure verification, scoring system, anti-patterns | | tows-matrix-builder | .claude/skills/tows-matrix-builder/skill.md | swot-specialist, strategy-writer | TOWS matrix structure, SO/WO/ST/WT strategy derivation guide, priority evaluation |