How does the interview process work?

The skill uses a 6-phase pattern including context loading, reflection, strategic direction, goal definition, cross-domain integration, and finalization to ensure comprehensive planning.

Does it require external tools?

The skill is designed to work with Obsidian for documentation and OmniFocus for task management, utilizing local scripts to sync data across your productivity stack.

What is the difference between Annual and Quarterly modes?

Annual mode focuses on deep strategy and long-term vision, while Quarterly mode is a lighter check-in designed to track progress and adjust milestones.

Can I customize the domains reviewed?

Yes, while it defaults to five core domains like CIO Role and Product Development, the framework can be adapted to any professional or personal focus areas.

Strategic Planning Manager

Name: Strategic Planning Manager
Author: krishagel

bykrishagel

•

Productivity & Workflow

Facilitates evidence-based annual reviews and quarterly goal-setting through an interview-driven framework across professional and personal domains.

About

The Strategic Planning Manager skill transforms Claude into a sophisticated executive coach and life-architect. It guides users through a rigorous 6-phase strategic planning process—from deep reflection on the past year to the definition of specific success indicators for the next. Designed for high-performers managing multiple domains like technology leadership, product development, and financial planning, it bridges the gap between high-level vision and daily execution by automating documentation in Obsidian and project creation in OmniFocus.

Key Features

Automated generation of formatted Markdown reports in Obsidian.
Direct synchronization of priority goals and milestones to OmniFocus via AppleScript.
Evidence-based goal setting with baselines, targets, and success indicators.
Multi-domain tracking covering professional roles, consulting, and personal investments.
2 GitHub stars
Structured 6-phase interview framework for annual and quarterly reviews.

Use Cases

Running quarterly check-ins to measure progress against KPIs and adjust strategic initiatives.
Translating complex multi-domain life goals into actionable task management systems automatically.
Conducting a comprehensive end-of-year retrospective and planning the next fiscal or calendar year.

About

Key Features

Automated generation of formatted Markdown reports in Obsidian.
Direct synchronization of priority goals and milestones to OmniFocus via AppleScript.
Evidence-based goal setting with baselines, targets, and success indicators.
Multi-domain tracking covering professional roles, consulting, and personal investments.
2 GitHub stars
Structured 6-phase interview framework for annual and quarterly reviews.

Use Cases

Running quarterly check-ins to measure progress against KPIs and adjust strategic initiatives.
Translating complex multi-domain life goals into actionable task management systems automatically.
Conducting a comprehensive end-of-year retrospective and planning the next fiscal or calendar year.