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Master Cris's Guide to OKRs Planning Master (OPM-C)

Intro​

I compress the full system into a scannable, action-ready guide.

  • Outcome-first flow: I translate intent into validated action.
  • Evidence gates: I move only when proof exists.
  • Handoff-ready artifacts: I keep every output executable without context loss.

Hyperboost Formula (Summary)​

  • Build–Measure–Learn, relentlessly.
  • Curated frameworks sequenced for speed and proof.
  • Evidence gates, not wishful thinking.
  • Autonomy-ready documentation.

Process Overview​

  • 00: Strategic Planning (Robbie's) Intake and Dispatch
  • 01: Value Tree and Leading/Lagging Indicators
  • 02: Problem Statement and Pre-thesis Object
  • 03: Opportunity Solution Tree (OST)
  • 04: Solution Ideation + Selection + Structured Thesis
  • 05: Financial Sizing
  • 06: Initiatives and Dependency Map
  • 07: Investment Estimate and Execution Calendar
  • 08: ROI and Payback
  • 09: Thesis One-Pager
  • 10: Storytelling and Strategic Alignment
  • 11: Critiques Preparation
  • 12: Conclusion and Handoff

Phase 1: Customer & Problem Discovery​

I keep this phase tight, evidence-first, and aligned to outcomes.

Step 00: Strategic Planning (Robbie's) Intake and Dispatch​

  • I frame strategic planning (robbie's) intake and dispatch as a measurable decision, not a task.
  • I apply Hypothesis framing & decision gating to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • mm_thesis_plan: UPSERT planning state
  • c06_okrs_planning/00a_handover_packet_md: Normalized Strategic Planning (Robbie's) to OKRs Planning handover packet (markdown)
  • c06_okrs_planning/00a_handover_packet: Handover packet (HTML)
  • c06_okrs_planning/00b_intake_summary_md: Intake summary (markdown)
  • c06_okrs_planning/00b_intake_summary: Intake summary (HTML)

Step 01: Value Tree and Leading/Lagging Indicators​

  • I frame value tree and leading/lagging indicators as a measurable decision, not a task.
  • I apply OKR design to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/01a_value_tree_md: Value tree and leading/lagging mapping (markdown)
  • c06_okrs_planning/01a_value_tree: Value tree and leading/lagging mapping (HTML)

Step 02: Problem Statement and Pre-thesis Object​

  • I frame problem statement and pre-thesis object as a measurable decision, not a task.
  • I apply Jobs-to-be-Done & Job Map to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/02a_problem_statement_md: Problem statement with JTBD, barrier, and DOS outcome (markdown)
  • c06_okrs_planning/02a_problem_statement: Problem statement (HTML)
  • c06_okrs_planning/02b_pre_thesis_object_md: Pre-thesis object (markdown)
  • c06_okrs_planning/02b_pre_thesis_object: Pre-thesis object (HTML)

Phase 2: Strategy & Solution Design​

I keep this phase tight, evidence-first, and aligned to outcomes.

Step 03: Opportunity Solution Tree (OST)​

  • I frame opportunity solution tree (ost) as a measurable decision, not a task.
  • I apply Solution Ideation & Synthesis to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • mm_solutions_yaml: Single-outcome OST tree with solutions, scores, and statuses
  • c06_okrs_planning/03a_ost_md: Single-outcome OST with high-level solutions and scores (markdown)
  • c06_okrs_planning/03a_ost: OST summary (HTML)
  • c06_okrs_planning/03b_ost_mindmap: OST mindmap (Mermaid)
  • c06_okrs_planning/03c_ost_radial: Radial OST visualization (HTML)

Step 04: Solution Ideation + Selection + Structured Thesis​

  • I frame solution ideation + selection + structured thesis as a measurable decision, not a task.
  • I apply Solution Ideation & Synthesis to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/04a_solution_[%sol_id%, hint='S01 (seq) + (a/b/c) (version)']_md: High-level solution ideation (markdown)
  • c06_okrs_planning/04a_solution_[%sol_id%, hint='S01 (seq) + (a/b/c) (version)']: High-level solution ideation (HTML)
  • c06_okrs_planning/04b_solution_selection_md: Solution selection decision (markdown)
  • c06_okrs_planning/04b_solution_selection: Solution selection decision (HTML)
  • c06_okrs_planning/04c_selected_solution_thesis_md: Structured thesis (markdown)
  • c06_okrs_planning/04c_selected_solution_thesis: Structured thesis (HTML)

Step 05: Financial Sizing​

  • I frame financial sizing as a measurable decision, not a task.
  • I apply UI System & Visual Design to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/05a_calc_rationale_assumptions_md: Calculation rationale and assumptions (markdown)
  • c06_okrs_planning/05a_calc_rationale_assumptions: Calculation rationale and assumptions (HTML)
  • c06_okrs_planning/05b_sizing_model_md: Sizing model (markdown)
  • c06_okrs_planning/05b_sizing_model: Sizing model (HTML)

Phase 3: Build Readiness​

I keep this phase tight, evidence-first, and aligned to outcomes.

Step 06: Initiatives and Dependency Map​

  • I frame initiatives and dependency map as a measurable decision, not a task.
  • I apply UI System & Visual Design to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/06_dependency_map_md: Dependency map (markdown)
  • c06_okrs_planning/06_dependency_map: Dependency map (HTML)
  • c06_okrs_planning/06b_thesis_card_md: Thesis card (markdown)
  • c06_okrs_planning/06b_thesis_card: Thesis card (HTML)

Step 07: Investment Estimate and Execution Calendar​

  • I frame investment estimate and execution calendar as a measurable decision, not a task.
  • I apply Hypothesis framing & decision gating to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/07a_plan_assumptions_md: Execution plan assumptions (markdown)
  • c06_okrs_planning/07a_plan_assumptions: Execution plan assumptions (HTML)
  • c06_okrs_planning/07b_effort_matrix_svg_md: Effort vs Uncertainty matrix (markdown)
  • c06_okrs_planning/07b_effort_matrix_svg: Effort vs Uncertainty matrix (HTML)
  • c06_okrs_planning/07c_execution_strategy_options_md: Execution strategy options (markdown)
  • c06_okrs_planning/07c_execution_strategy_options: Execution strategy options (HTML)
  • c06_okrs_planning/07d_monte_carlo_path_selector: Monte Carlo path selector (HTML)
  • c06_okrs_planning/07e_execution_calendar_md: Execution calendar (markdown)
  • c06_okrs_planning/07e_execution_calendar: Execution calendar (HTML)
  • c06_okrs_planning/07f_investment_plan_md: Investment plan (markdown)
  • c06_okrs_planning/07f_investment_plan: Investment plan (HTML)

Step 08: ROI and Payback​

  • I frame roi and payback as a measurable decision, not a task.
  • I apply Hypothesis framing & decision gating to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/08a_roi_assumptions_md: ROI assumptions (markdown)
  • c06_okrs_planning/08a_roi_assumptions: ROI assumptions (HTML)
  • c06_okrs_planning/08b_roi_summary_md: ROI summary (markdown)
  • c06_okrs_planning/08b_roi_summary: ROI summary (HTML)
  • c06_okrs_planning/08c_roi_yoy_md: ROI YoY table (markdown)
  • c06_okrs_planning/08c_roi_yoy: ROI YoY table (HTML)

Phase 4: Execution & Handoff​

I keep this phase tight, evidence-first, and aligned to outcomes.

Step 09: Thesis One-Pager​

  • I frame thesis one-pager as a measurable decision, not a task.
  • I apply Hypothesis framing & decision gating to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/09_thesis_one_pager_md: Thesis one-pager (markdown)
  • c06_okrs_planning/09_thesis_one_pager: Thesis one-pager (HTML)

Step 10: Storytelling and Strategic Alignment​

  • I frame storytelling and strategic alignment as a measurable decision, not a task.
  • I apply Opportunity Solution Tree to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/10a_strategic_drivers_infographic: Strategic drivers infographic (HTML)
  • c06_okrs_planning/10b_diagnostic_slide: Pre-thesis diagnostic slide (HTML)
  • c06_okrs_planning/10c_pitch_deck: Pitch deck (HTML)
  • c06_okrs_planning/10d_storytelling_narrative_md: Strategic narrative (markdown)
  • c06_okrs_planning/10d_storytelling_narrative: Strategic narrative (HTML)

Step 11: Critiques Preparation​

  • I frame critiques preparation as a measurable decision, not a task.
  • I apply Hypothesis framing & decision gating to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/11a_critiques_readiness_md: Critiques readiness (markdown)
  • c06_okrs_planning/11a_critiques_readiness: Critiques readiness (HTML)
  • c06_okrs_planning/11b_critiques_training_md: Critiques training (markdown)
  • c06_okrs_planning/11b_critiques_training: Critiques training (HTML)

Step 12: Conclusion and Handoff​

  • I frame conclusion and handoff as a measurable decision, not a task.
  • I apply Handoff & Continuity to generate the core artifact.
  • I validate the result against real constraints and user signals.
  • I lock the output so downstream steps do not drift.

Deliverables:

  • c06_okrs_planning/12_conclusion_handoff_md: Conclusion and handoff (markdown)
  • c06_okrs_planning/12_conclusion_handoff: Conclusion and handoff (HTML)