sys-defining-goals

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Goal Defining

目标定义

Transform a single strategic intent into a measurable, actionable goal file.
将单个战略意图转换为可衡量、可执行的目标文件。

Responsibility

职责

Define ONE goal. For goal hierarchies, invoke
sys-decomposing-goals
after.
定义一个目标。如需构建目标层级,请在之后调用
sys-decomposing-goals
工具。

Quick Start

快速开始

  1. Classify input (canvas, natural language, hybrid)
  2. Extract strategic intent
  3. Identify canvas gaps (prompt if blocking)
  4. Derive target using formulas
  5. Create goal directory and write
    strategy/goals/active/{goal-dir}/goal.md
  1. 对输入进行分类(画布、自然语言、混合类型)
  2. 提取战略意图
  3. 识别画布信息缺口(若缺口会阻碍流程,向用户发起提示)
  4. 使用公式推导目标值
  5. 创建目标目录并写入
    strategy/goals/active/{goal-dir}/goal.md

Input Classification

输入分类

Canvas Input

画布输入

Indicators:
  • References
    strategy/canvas/*.md
    files
  • Contains structured frontmatter
  • Uses canvas terminology (mode, segments, GTM)
  • Contains metric targets from canvas
Action: Read referenced files → extract values → derive target
识别特征:
  • 引用
    strategy/canvas/*.md
    文件
  • 包含结构化前置元数据
  • 使用画布术语(模式、细分市场、GTM)
  • 包含画布中的指标目标
执行动作:读取引用文件 → 提取数值 → 推导目标值

Natural Language Input

自然语言输入

Indicators:
  • Conversational phrasing ("I want to...", "We need to...")
  • Vague quantifiers ("more", "better", "increase")
  • Missing time bounds or baselines
  • No canvas file references
Action: Extract intent → map to category → ask clarifying questions → derive target
识别特征:
  • 口语化表述(如“我想要……”、“我们需要……”)
  • 模糊的量化词(如“更多”、“更好”、“提升”)
  • 缺少时间范围或基准值
  • 未引用画布文件
执行动作:提取意图 → 映射至类别 → 发起澄清提问 → 推导目标值

Hybrid Input

混合输入

Indicators:
  • References canvas with verbal context
  • Partial data with narrative
  • Mode awareness with conversational goals
Action: Extract structured first → supplement with intent
识别特征:
  • 引用画布文件同时附带口头说明
  • 包含部分结构化数据和叙述性内容
  • 明确模式类型同时提出口语化目标
执行动作:优先提取结构化数据 → 结合意图补充信息

Intent Extraction

意图提取

From Natural Language

从自然语言中提取

User SaysIntentCategory
"grow revenue"increase_arrrevenue
"more customers"acquire_customersrevenue
"book more meetings"increase_meetingsactivity
"generate leads"increase_mqlsactivity
"publish more content"increase_contentcontent
"speed up sales"reduce_cycle_timeefficiency
"reduce CAC"optimize_cacefficiency
"keep customers"improve_retentionretention
用户表述意图类别
"提升收入"increase_arr收入
"获取更多客户"acquire_customers收入
"预约更多会议"increase_meetings活动
"生成销售线索"increase_mqls活动
"发布更多内容"increase_content内容
"加快销售流程"reduce_cycle_time效率
"降低客户获取成本"optimize_cac效率
"留存客户"improve_retention留存

From Canvas

从画布中提取

SectionExtractable Data
00.mode.md
Metric framework (MRR vs ARR)
04.segments.md
ICP-specific targets
08.pricing.md
ARPU for revenue calculations
13.metrics.md
Current baseline values
15.gtm.md
Channel-specific capacity
章节可提取数据
00.mode.md
指标框架(MRR vs ARR)
04.segments.md
特定理想客户群体(ICP)的目标
08.pricing.md
用于收入计算的每用户平均收入(ARPU)
13.metrics.md
当前基准值
15.gtm.md
特定渠道的容量

Canvas Dependencies

画布依赖项

Required (blocking if missing)

必填项(缺失会阻碍流程)

FilePurpose
strategy/canvas/00.mode.md
Determines metric framework
strategy/canvas/13.metrics.md
Provides baseline values
文件用途
strategy/canvas/00.mode.md
确定指标框架
strategy/canvas/13.metrics.md
提供基准值

Recommended (use defaults if missing)

推荐项(缺失时使用默认值)

FileDefault If Missing
strategy/canvas/08.pricing.md
$50K avg deal
strategy/canvas/07.uvp.md
25% win rate
strategy/canvas/15.gtm.md
Equal channel distribution
文件缺失时的默认值
strategy/canvas/08.pricing.md
平均交易额5万美元
strategy/canvas/07.uvp.md
25%赢单率
strategy/canvas/15.gtm.md
渠道分配均等

Target Derivation

目标值推导

Revenue Targets

收入目标

Pipeline from revenue:
  • Formula:
    target_revenue / win_rate
  • Default win_rate: 0.25
  • Example: $1M / 0.25 = $4M pipeline
Meetings from pipeline:
  • Formula:
    pipeline / (opp_rate × avg_deal_size)
  • Default opp_rate: 0.30, avg_deal: $50K
  • Example: $4M / (0.30 × $50K) = 267 meetings
从收入推导销售管线:
  • 公式:
    target_revenue / win_rate
  • 默认赢单率:0.25
  • 示例:100万美元 / 0.25 = 400万美元销售管线
从销售管线推导会议数量:
  • 公式:
    pipeline / (opp_rate × avg_deal_size)
  • 默认商机转化率:0.30,平均交易额:5万美元
  • 示例:400万美元 / (0.30 × 5万美元) = 267场会议

Activity Targets

活动目标

Outreach from meetings:
  • Formula:
    meetings / meeting_rate
  • Default meeting_rate: 0.02
  • Example: 267 / 0.02 = 13,350 touches
MQLs from SQLs:
  • Formula:
    sql_target / mql_to_sql_rate
  • Default mql_to_sql: 0.40
从会议数量推导触达次数:
  • 公式:
    meetings / meeting_rate
  • 默认会议转化率:0.02
  • 示例:267 / 0.02 = 13350次触达
从合格销售线索(SQL)推导营销合格线索(MQL):
  • 公式:
    sql_target / mql_to_sql_rate
  • 默认MQL转SQL率:0.40

Efficiency Targets

效率目标

Conversion improvement:
  • Formula:
    current_rate + improvement_target
  • Default improvement: 5 percentage points
Cycle time reduction:
  • Formula:
    current_days × (1 - reduction_pct)
  • Default reduction: 15%
转化率提升:
  • 公式:
    current_rate + improvement_target
  • 默认提升幅度:5个百分点
周期时间缩短:
  • 公式:
    current_days × (1 - reduction_pct)
  • 默认缩短比例:15%

Output

输出

Directory Structure

目录结构

Each goal gets its own directory under
strategy/goals/active/
:
strategy/goals/active/{goal-dir}/
└── goal.md          # Parent goal definition
Subgoals (created by
sys-decomposing-goals
) are added as numbered files in the same directory.
每个目标都会在
strategy/goals/active/
下拥有独立目录:
strategy/goals/active/{goal-dir}/
└── goal.md          # 父目标定义
子目标(由
sys-decomposing-goals
创建)会作为编号文件添加至同一目录。

Goal Directory and ID Format

目标目录与ID格式

{short-name}-{period}
The goal_id in frontmatter matches the directory name. Use concise, descriptive names.
Examples:
  • ea-revenue-q1
    strategy/goals/active/ea-revenue-q1/goal.md
  • distribution-q1
    strategy/goals/active/distribution-q1/goal.md
  • conversion-q1
    strategy/goals/active/conversion-q1/goal.md
{short-name}-{period}
前置元数据中的goal_id与目录名称一致。请使用简洁且具有描述性的名称。
示例:
  • ea-revenue-q1
    strategy/goals/active/ea-revenue-q1/goal.md
  • distribution-q1
    strategy/goals/active/distribution-q1/goal.md
  • conversion-q1
    strategy/goals/active/conversion-q1/goal.md

File Structure

文件结构

markdown
---
goal_id: {goal_id}
name: {human readable name}
category: {revenue|activity|content|efficiency|retention}
target_value: {number}
target_unit: {currency|count|percentage|days}
target_direction: {maximize|minimize}
period_start: {YYYY-MM-DD}
period_end: {YYYY-MM-DD}
period_type: {quarterly|monthly|weekly|annual}
baseline_value: {number}
baseline_source: {file path or "user_provided"}
baseline_date: {YYYY-MM-DD}
parent_goal: {goal_id|null}
child_goals: []
thread: null
derivation_formula: {formula name}
derivation_assumptions: [{name}: {value}]
ownership_accountable: {role}
ownership_contributors: [{roles}]
constraints_budget: {number|null}
constraints_headcount: {number|null}
constraints_capacity: {description|null}
confidence_score: {0.0-1.0}
status: active
created: {YYYY-MM-DD}
---
markdown
---
goal_id: {goal_id}
name: {易读名称}
category: {revenue|activity|content|efficiency|retention}
target_value: {数值}
target_unit: {currency|count|percentage|days}
target_direction: {maximize|minimize}
period_start: {YYYY-MM-DD}
period_end: {YYYY-MM-DD}
period_type: {quarterly|monthly|weekly|annual}
baseline_value: {数值}
baseline_source: {文件路径或 "user_provided"}
baseline_date: {YYYY-MM-DD}
parent_goal: {goal_id|null}
child_goals: []
thread: null
derivation_formula: {公式名称}
derivation_assumptions: [{name}: {value}]
ownership_accountable: {角色}
ownership_contributors: [{角色}]
constraints_budget: {数值|null}
constraints_headcount: {数值|null}
constraints_capacity: {描述|null}
confidence_score: {0.0-1.0}
status: active
created: {YYYY-MM-DD}
---

{Goal Name}

{目标名称}

Target

目标

{target_value} {unit} by {period_end}
{target_value} {unit} 完成于 {period_end}

Current State

当前状态

{baseline_value} {unit} as of {baseline_date}
截至 {baseline_date},基准值为 {baseline_value} {unit}

Gap Analysis

差距分析

  • Absolute Gap: {target - baseline} {unit}
  • Relative Gap: {gap_percentage}%
  • Required Pace: {daily_required} {unit}/day
  • 绝对差距: {target - baseline} {unit}
  • 相对差距: {gap_percentage}%
  • 所需进度: {daily_required} {unit}/天

Derivation

推导过程

Source: {parent_goal or "Direct input"} Formula: {formula_description}
来源: {parent_goal 或 "直接输入"} 公式: {公式描述}

Assumptions

假设条件

AssumptionValueSource
{name}{value}{canvas section or default}
假设数值来源
{name}{value}{画布章节或默认值}

Milestones

里程碑

DateTargetStatus
{milestone_1_date}{value}pending
{milestone_2_date}{value}pending
{milestone_3_date}{value}pending
日期目标状态
{milestone_1_date}{数值}待开始
{milestone_2_date}{数值}待开始
{milestone_3_date}{数值}待开始

Risk Factors

风险因素

  • {risk_1}
  • {risk_2}
  • {risk_1}
  • {risk_2}

Constraints

约束条件

  • Budget: {amount or "None"}
  • Headcount: {count or "None"}
  • Capacity: {description or "None"}
undefined
  • 预算: {金额或 "无"}
  • 人力: {人数或 "无"}
  • 产能: {描述或 "无"}
undefined

Milestone Generation

里程碑生成

Linear Distribution

线性分配

Even split across period:
  • Formula:
    baseline + (gap × milestone_fraction)
  • Use when: Steady-state activity
在周期内平均分配:
  • 公式:
    baseline + (gap × milestone_fraction)
  • 适用场景: 稳定状态的活动

Front-Loaded

前置加载

More progress early:
  • Distribution: [40%, 30%, 30%]
  • Use when: Building momentum
前期完成更多进度:
  • 分配比例: [40%, 30%, 30%]
  • 适用场景: 需要建立势头的项目

Back-Loaded

后置加载

Acceleration expected:
  • Distribution: [20%, 30%, 50%]
  • Use when: Ramp-up required
预期后期加速:
  • 分配比例: [20%, 30%, 50%]
  • 适用场景: 需要逐步 ramp-up 的项目

Workflow

工作流程

1. RECEIVE input (canvas reference, NL, or hybrid)

2. CLASSIFY input type
   └── Canvas: Read files, extract structured values
   └── NL: Extract intent, ask clarifying questions
   └── Hybrid: Extract structured first, supplement

3. CHECK canvas dependencies
   └── Required missing: STOP, prompt user
   └── Recommended missing: Use defaults, flag

4. DERIVE target
   └── Apply appropriate formula
   └── Record assumptions used

5. CALCULATE milestones
   └── Determine distribution pattern
   └── Generate milestone dates and values

6. WRITE goal file
   └── Create directory: strategy/goals/active/{goal-dir}/
   └── Write: strategy/goals/active/{goal-dir}/goal.md
   └── Format: Frontmatter + prose (no inline YAML)

7. UPDATE index
   └── Add to strategy/goals/index.md

8. RETURN goal_id for downstream use
1. 接收输入(画布引用、自然语言或混合类型)

2. 对输入类型进行分类
   └── 画布:读取文件,提取结构化数值
   └── 自然语言:提取意图,发起澄清提问
   └── 混合类型:优先提取结构化数据,补充意图信息

3. 检查画布依赖项
   └── 必填项缺失:终止流程,提示用户
   └── 推荐项缺失:使用默认值并标记

4. 推导目标值
   └── 应用合适的公式
   └—— 记录使用的假设条件

5. 计算里程碑
   └── 确定分配模式
   └── 生成里程碑日期与数值

6. 生成目标文件
   └── 创建目录: strategy/goals/active/{goal-dir}/
   └── 写入文件: strategy/goals/active/{goal-dir}/goal.md
   └—— 格式: 前置元数据 + 正文(不使用内联YAML)

7. 更新索引
   └—— 添加至 strategy/goals/index.md

8. 返回goal_id供下游工具使用

Integration

集成

Upstream

上游

  • Human input (conversational or structured)
  • Canvas files for baseline data
  • 人工输入(口语化或结构化)
  • 提供基准数据的画布文件

Downstream

下游

  • sys-decomposing-goals
    : Break into subgoals
  • sys-activating-goals
    : Create execution thread
  • sys-tracking-goals
    : Monitor progress
  • sys-decomposing-goals
    : 将目标拆分为子目标
  • sys-activating-goals
    : 创建执行线程
  • sys-tracking-goals
    : 监控进度

Boundaries

边界

This skill provides:
  • Input classification
  • Intent extraction
  • Canvas gap detection
  • Single goal derivation
  • Goal file generation
This skill does NOT:
  • Decompose goals into subgoals (use
    sys-decomposing-goals
    )
  • Create execution threads (use
    sys-activating-goals
    )
  • Track progress (use
    sys-tracking-goals
    )
  • Modify canvas sections
本工具提供以下功能:
  • 输入分类
  • 意图提取
  • 画布缺口检测
  • 单个目标推导
  • 目标文件生成
本工具不提供以下功能:
  • 将目标分解为子目标(请使用
    sys-decomposing-goals
  • 创建执行线程(请使用
    sys-activating-goals
  • 跟踪进度(请使用
    sys-tracking-goals
  • 修改画布章节

Examples

示例

Example 1: Canvas Input

示例1:画布输入

Input:
Set Q1 revenue goal based on strategy/canvas/13.metrics.md
Process:
  1. Read 13.metrics.md → current_arr: $650K
  2. Read 00.mode.md → VENTURE mode, ARR focus
  3. Apply 30% growth default → target: $845K
  4. Create directory and write goal file
Output:
strategy/goals/active/arr-q1/
└── goal.md
输入:
基于strategy/canvas/13.metrics.md设定Q1收入目标
流程:
  1. 读取13.metrics.md → 当前ARR: 65万美元
  2. 读取00.mode.md → 风险投资模式,聚焦ARR
  3. 应用默认30%增长率 → 目标值: 84.5万美元
  4. 创建目录并生成目标文件
输出:
strategy/goals/active/arr-q1/
└── goal.md

Example 2: Natural Language Input

示例2:自然语言输入

Input:
I want to hit $1M ARR by end of Q1
Process:
  1. Extract: intent=target_arr, value=$1M, period=Q1
  2. Ask: "What's your current ARR baseline?"
  3. User: "$650K"
  4. Calculate gap: $350K (35%)
  5. Create directory and write goal file
Output:
strategy/goals/active/arr-q1/
└── goal.md
输入:
我希望在Q1末达成100万美元ARR
流程:
  1. 提取信息: 意图=target_arr, 数值=100万美元, 周期=Q1
  2. 提问: "当前ARR基准值是多少?"
  3. 用户回复: "65万美元"
  4. 计算差距: 35万美元(增长35%)
  5. 创建目录并生成目标文件
输出:
strategy/goals/active/arr-q1/
└── goal.md

Example 3: Hybrid Input

示例3:混合输入

Input:
Based on our bootstrap mode and current metrics,
I want to add 50 new customers this quarter
Process:
  1. Read 00.mode.md → BOOTSTRAP confirmed
  2. Read 13.metrics.md → current_customers: 120
  3. Target: 170 customers (+50)
  4. Create directory and write goal file
Output:
strategy/goals/active/customers-q1/
└── goal.md
输入:
基于我们的自举模式和当前指标,我希望本季度新增50个客户
流程:
  1. 读取00.mode.md → 确认自举模式
  2. 读取13.metrics.md → 当前客户数: 120
  3. 目标值: 170个客户(新增50个)
  4. 创建目录并生成目标文件
输出:
strategy/goals/active/customers-q1/
└── goal.md