Plan My Next 12 Months¶

12-Month Business Operating Plan with OKRs, milestones, financial model, market sizing, and a decision filter

A year is twelve months. Most plans stop being real by March.

Area: Strategy
Time savings: Typical run: 3-5 hours, multi-session
Try it: "Business owner wants a 12-month operating plan with strategic direction, OKRs, financial projections, and market context"
Compounding: Each run refines templates and context — 8 automated steps improve with accumulated data
Frequency: Per trigger event
Published: 2026-08-01

Inputs¶

vault-preflight → verify client context completeness and flag blocking gaps before proceeding
business-baseline → map current business model, growth constraints, and strategic position
Review baseline — confirm current state, define 12-month vision, and declare top 3 constraints
strategy-frameworks → define strategic direction with where-to-play and how-to-win choices
market-sizing-analysis → size target market opportunities with TAM/SAM/SOM
startup-financial-modeling → build 12-month financial model with base, optimistic, and conservative scenarios
okr-frameworks → set annual OKRs with quarterly milestones and a decision filter for saying yes/no
business-reporting → consolidate all outputs into a single 12-Month Business Operating Plan
pdf-report → generate branded PDF of the 12-Month Business Operating Plan with strategy, financials, OKRs, and market sizing