sys-tracking-goals

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

Goal Tracking

目标跟踪

Monitor goals, calculate gaps, score urgency, generate alerts.

监控目标、计算差距、评估紧急程度、生成警报。

Responsibility

职责

Track progress of active goals, detect gaps and risks, generate prioritized alerts for action.

跟踪活跃目标的进度，识别差距与风险，生成带优先级的行动警报。

Quick Start

快速开始

Load active goals from
```
strategy/goals/active/
```
Collect current metric values from sources
Calculate gaps (target - current)
Score urgency (gap × time pressure × impact)
Assess achievability
Rank and output prioritized alerts
Update goal status in files

从
```
strategy/goals/active/
```
加载活跃目标
从数据源收集当前指标值
计算差距（目标值 - 当前值）
评估紧急程度（差距 × 时间压力 × 影响权重）
评估可实现性
排序并输出优先级警报
更新文件中的目标状态

Process Overview

流程概览

Goals (strategy/goals/active/)
        │
        ▼
    Load & Parse
        │
        ▼
Current Values (canvas, threads, external)
        │
        ▼
    Gap Calculation
        │
        ▼
    Urgency Scoring
        │
        ▼
    Achievability Assessment
        │
        ▼
    Priority Ranking
        │
        ▼
Alert Generation ──► Dashboard
        │
        ▼
Goal Status Updates

Goals (strategy/goals/active/)
        │
        ▼
    Load & Parse
        │
        ▼
Current Values (canvas, threads, external)
        │
        ▼
    Gap Calculation
        │
        ▼
    Urgency Scoring
        │
        ▼
    Achievability Assessment
        │
        ▼
    Priority Ranking
        │
        ▼
Alert Generation ──► Dashboard
        │
        ▼
Goal Status Updates

Input Sources

输入源

Goals

目标

Location:

strategy/goals/active/*.md

Read from frontmatter:

goal_id
target_value, target_unit, target_direction
period_start, period_end
baseline_value
milestones
parent_goal, child_goals
ownership_accountable

位置:

strategy/goals/active/*.md

从frontmatter读取以下字段:

goal_id
target_value, target_unit, target_direction
period_start, period_end
baseline_value
milestones
parent_goal, child_goals
ownership_accountable

Current Values

当前值

Source	Priority	Content
`strategy/canvas/13.metrics.md`	Primary	Baseline metrics
`threads/*/5-actions.md`	Secondary	Execution progress
External data	Tertiary	Real-time values

数据源	优先级	内容
`strategy/canvas/13.metrics.md`	主要	基准指标
`threads/*/5-actions.md`	次要	执行进度
外部数据	三级	实时数值

Gap Calculation

差距计算

Absolute Gap

绝对差距

For maximize goals:

absolute_gap = target_value - current_value

For minimize goals:

absolute_gap = current_value - target_value

对于最大化目标:

absolute_gap = target_value - current_value

对于最小化目标:

absolute_gap = current_value - target_value

Relative Gap

相对差距

relative_gap = absolute_gap / target_value

Interpretation:

0.00: On target
0.01-0.20: Minor gap
0.21-0.40: Moderate gap
0.41-0.60: Significant gap
0.61+: Critical gap

relative_gap = absolute_gap / target_value

解读:

0.00: 符合目标
0.01-0.20: 微小差距
0.21-0.40: 中等差距
0.41-0.60: 显著差距
0.61+: 严重差距

Trajectory Gap

趋势差距

Project where we'll end up at current pace:

days_elapsed = today - period_start
daily_velocity = (current - baseline) / days_elapsed
days_remaining = period_end - today
projected_end = current + (daily_velocity × days_remaining)
trajectory_gap = target - projected_end

按当前速度预测截止时的结果:

days_elapsed = today - period_start
daily_velocity = (current - baseline) / days_elapsed
days_remaining = period_end - today
projected_end = current + (daily_velocity × days_remaining)
trajectory_gap = target - projected_end

Pace Gap

进度差距

Compare actual pace to required pace:

required_pace = (target - baseline) / total_days
actual_pace = (current - baseline) / days_elapsed
pace_ratio = actual_pace / required_pace

Interpretation:

pace_ratio > 1.0: Ahead of pace
pace_ratio = 1.0: On pace
pace_ratio 0.8-1.0: Slightly behind
pace_ratio 0.5-0.8: Significantly behind
pace_ratio < 0.5: Critically behind

比较实际进度与所需进度:

required_pace = (target - baseline) / total_days
actual_pace = (current - baseline) / days_elapsed
pace_ratio = actual_pace / required_pace

解读:

pace_ratio > 1.0: 进度超前
pace_ratio = 1.0: 符合进度
pace_ratio 0.8-1.0: 略微滞后
pace_ratio 0.5-0.8: 显著滞后
pace_ratio < 0.5: 严重滞后

Urgency Scoring

紧急程度评估

Formula

计算公式

urgency_score = relative_gap × time_pressure × impact_weight

urgency_score = relative_gap × time_pressure × impact_weight

Time Pressure

时间压力

time_pressure = min(1.0, 30 / days_remaining)

Days Remaining	Time Pressure
60+	0.5
30	1.0
14	1.0 (capped)
7	1.0 (capped)
1	1.0 (capped)

time_pressure = min(1.0, 30 / days_remaining)

剩余天数	时间压力
60+	0.5
30	1.0
14	1.0（上限）
7	1.0（上限）
1	1.0（上限）

Impact Weight

影响权重

From goal category or explicit weight:

Category	Default Weight
revenue	1.0
retention	0.9
activity	0.7
efficiency	0.6
content	0.5

根据目标类别或明确权重:

类别	默认权重
revenue（营收）	1.0
retention（留存）	0.9
activity（活跃度）	0.7
efficiency（效率）	0.6
content（内容）	0.5

Urgency Levels

紧急程度等级

Level	Score Range	Criteria
critical	> 0.8	gap > 50% AND days < 7
high	0.6 - 0.8	gap > 30% AND days < 14
medium	0.3 - 0.6	gap > 20% OR days < 30
low	< 0.3	gap < 20% AND days > 30

等级	分数范围	判定标准
critical（严重）	> 0.8	差距 > 50% 且剩余天数 < 7
high（高）	0.6 - 0.8	差距 > 30% 且剩余天数 < 14
medium（中）	0.3 - 0.6	差距 > 20% 或剩余天数 < 30
low（低）	< 0.3	差距 < 20% 且剩余天数 > 30

Achievability Assessment

可实现性评估

Factors

评估因素

Factor	Weight	Source
Historical performance	0.40	Past goal outcomes
Resource availability	0.30	Constraint analysis
Trajectory analysis	0.20	Current velocity
External factors	0.10	Risk factors

因素	权重	数据源
历史表现	0.40	过往目标结果
资源可用性	0.30	约束分析
趋势分析	0.20	当前速度
外部因素	0.10	风险因素

Achievability Score

可实现性分数

Score	Interpretation	Action
> 0.8	Achievable	Proceed with plan
0.5 - 0.8	Stretch	Flag risk, proceed
< 0.5	At risk	Recommend revision

分数	解读	行动建议
> 0.8	可实现	按计划推进
0.5 - 0.8	有挑战	标记风险，继续推进
< 0.5	高风险	建议修订目标

Priority Ranking

优先级排序

Formula

计算公式

priority = (impact × 0.40) + (urgency × 0.35) + ((1 - achievability) × 0.25)

priority = (impact × 0.40) + (urgency × 0.35) + ((1 - achievability) × 0.25)

Adjustments

调整规则

Condition	Adjustment
Blocking other goals	+0.1
Quick win (small gap, high achievability)	+0.1
Resource constrained	-0.05

条件	调整值
阻碍其他目标	+0.1
快速达成（差距小，可实现性高）	+0.1
资源受限	-0.05

Alert Generation

警报生成

Alert Types

警报类型

Type	Trigger	Content
gap_alert	Gap exceeds threshold	Goal, current, target, gap, urgency
trajectory_warning	Will miss target	Projected end, shortfall, recovery options
milestone_alert	Milestone approaching/missed	Milestone date, target, current
at_risk_alert	Achievability < 0.5	Risk factors, revision options
achievement_alert	Target reached	Final value, days ahead/behind

类型	触发条件	内容
gap_alert（差距警报）	差距超过阈值	目标、当前值、目标值、差距、紧急程度
trajectory_warning（趋势预警）	将无法达成目标	预测结果、缺口、补救方案
milestone_alert（里程碑警报）	里程碑临近/未达成	里程碑日期、目标、当前进度
at_risk_alert（风险警报）	可实现性 < 0.5	风险因素、修订方案
achievement_alert（达成警报）	达成目标	最终值、提前/滞后天数

Alert Routing

警报分发

Urgency	Destination	Escalation
critical	Immediate notification	Leadership if not acked
high	Daily digest	After 24h no action
medium	Weekly summary	None
low	Dashboard only	None

紧急程度	接收方	升级规则
critical（严重）	即时通知	未确认则升级至管理层
high（高）	每日摘要	24小时未处理则升级
medium（中）	每周汇总	无
low（低）	仅仪表盘展示	无

Output

输出

Alert File Format

警报文件格式

Location:

artifacts/system/alerts/{alert-id}.md

markdown

---
alert_id: alert_{type}_{goal_id}_{timestamp}
alert_type: {gap|trajectory|milestone|at_risk|achievement}
goal_id: {goal_id}
urgency_level: {critical|high|medium|low}
generated_at: {YYYY-MM-DD HH:MM}
status: active
---

位置:

artifacts/system/alerts/{alert-id}.md

markdown

---
alert_id: alert_{type}_{goal_id}_{timestamp}
alert_type: {gap|trajectory|milestone|at_risk|achievement}
goal_id: {goal_id}
urgency_level: {critical|high|medium|low}
generated_at: {YYYY-MM-DD HH:MM}
status: active
---

Alert: {Goal Name}

警报: {目标名称}

Status

状态

Metric	Value
Current	{current_value}
Target	{target_value}
Baseline	{baseline_value}
Gap	{gap_value} ({gap_pct}%)

指标	数值
当前值	{current_value}
目标值	{target_value}
基准值	{baseline_value}
差距	{gap_value} ({gap_pct}%)

Urgency

紧急程度

Factor	Value
Level	{urgency_level}
Score	{urgency_score}
Days Remaining	{days}
Time Pressure	{pressure}

因素	数值
等级	{urgency_level}
分数	{urgency_score}
剩余天数	{days}
时间压力	{pressure}

Achievability

可实现性

Factor	Score
Overall	{achievability_score}
Assessment	{achievable

因素	分数
整体	{achievability_score}
评估结果	{可实现

Trajectory

趋势预测

At current pace: {projected_end} by deadline Shortfall: {shortfall} ({shortfall_pct}%)

按当前速度: 截止日期时将达到{projected_end} 缺口: {shortfall} ({shortfall_pct}%)

Recommended Action

建议行动

Type: {action_type} Description: {action_description} Expected Impact: {expected_impact}

类型: {action_type} 描述: {action_description} 预期影响: {expected_impact}

Routing

分发信息

Field	Value
Owner	{accountable}
Escalate To	{escalation_target}
Ack Deadline	{ack_deadline}

undefined

字段	数值
负责人	{accountable}
升级至	{escalation_target}
确认截止时间	{ack_deadline}

undefined

Goal Status Update

目标状态更新

Updates goal file tracking section:

markdown

undefined

更新目标文件中的跟踪部分:

markdown

undefined

Tracking

跟踪信息

Field	Value
Last Checked	{datetime}
Current Value	{current}
Gap	{gap_value} ({gap_pct}%)
Urgency	{level}
Achievability	{score}
Status	{on_track

字段	数值
上次检查时间	{datetime}
当前值	{current}
差距	{gap_value} ({gap_pct}%)
紧急程度	{level}
可实现性	{score}
状态	{正常推进

Progress History

进度历史

Date	Value	Gap	Status
{date_1}	{value_1}	{gap_1}	{status_1}
{date_2}	{value_2}	{gap_2}	{status_2}

undefined

日期	数值	差距	状态
{date_1}	{value_1}	{gap_1}	{status_1}
{date_2}	{value_2}	{gap_2}	{status_2}

undefined

Dashboard Summary

仪表盘摘要

Location:

artifacts/system/goal-dashboard.md

markdown

---
generated_at: {YYYY-MM-DD HH:MM}
period: {current period}
---

位置:

artifacts/system/goal-dashboard.md

markdown

---
generated_at: {YYYY-MM-DD HH:MM}
period: {当前周期}
---

Goal Dashboard

目标仪表盘

Summary

摘要

Status	Count
Total Goals	{count}
On Track	{count}
Behind	{count}
At Risk	{count}
Achieved	{count}

状态	数量
总目标数	{count}
正常推进	{count}
滞后	{count}
高风险	{count}
已达成	{count}

By Category

按类别统计

Category	Goals	Progress	Top Gap
Revenue	{n}	{pct}%	{goal_id}
Activity	{n}	{pct}%	{goal_id}
Content	{n}	{pct}%	{goal_id}
Efficiency	{n}	{pct}%	{goal_id}
Retention	{n}	{pct}%	{goal_id}

类别	目标数	进度	最大差距
Revenue（营收）	{n}	{pct}%	{goal_id}
Activity（活跃度）	{n}	{pct}%	{goal_id}
Content（内容）	{n}	{pct}%	{goal_id}
Efficiency（效率）	{n}	{pct}%	{goal_id}
Retention（留存）	{n}	{pct}%	{goal_id}

Critical Alerts

严重警报

Goal	Gap	Urgency	Action
{name}	{gap}%	critical	{action}

目标	差距	紧急程度	行动建议
{name}	{gap}%	critical（严重）	{action}

Upcoming Milestones

即将到来的里程碑

Goal	Date	Target	Current	Status
{name}	{date}	{target}	{current}	{status}

undefined

目标	日期	目标值	当前值	状态
{name}	{date}	{target}	{current}	{status}

undefined

Monitoring Cadence

监控频率

Real-Time

实时监控

Inbound lead flow
Deal stage changes
Revenue bookings
Churn events

潜在客户流入
交易阶段变更
营收入账
客户流失事件

Scheduled

定期监控

Frequency	Checks
Hourly	Activity goal progress
Daily	All gap recalculation, urgency update
Weekly	Achievability reassessment, trend analysis

频率	检查内容
每小时	活跃度目标进度
每天	重新计算所有差距，更新紧急程度
每周	重新评估可实现性，进行趋势分析

Workflow

工作流

1. LOAD goals
   └── Read strategy/goals/active/*.md
   └── Parse frontmatter

2. COLLECT current values
   └── Read strategy/canvas/13.metrics.md
   └── Read threads/*/5-actions.md for execution data
   └── Use provided values if external

3. CALCULATE gaps
   └── Absolute gap for each goal
   └── Relative gap (percentage)
   └── Trajectory gap (projected vs target)

4. SCORE urgency
   └── Apply formula: gap × time_pressure × impact
   └── Classify into urgency levels

5. ASSESS achievability
   └── Check historical performance
   └── Validate against constraints
   └── Factor in trajectory

6. RANK priorities
   └── Apply weighted formula
   └── Sort by priority score

7. GENERATE alerts
   └── Create alert files for gaps above threshold
   └── Write to artifacts/system/alerts/

8. UPDATE goals
   └── Add/update tracking section in each goal file

9. UPDATE dashboard
   └── Write summary to artifacts/system/goal-dashboard.md

1. 加载目标
   └── 读取strategy/goals/active/*.md
   └── 解析frontmatter

2. 收集当前值
   └── 读取strategy/canvas/13.metrics.md
   └── 读取threads/*/5-actions.md获取执行数据
   └── 若有外部数据则使用提供的值

3. 计算差距
   └── 计算每个目标的绝对差距
   └── 计算相对差距（百分比）
   └── 计算趋势差距（预测值 vs 目标值）

4. 评估紧急程度
   └── 应用公式：差距 × 时间压力 × 影响权重
   └── 分类至不同紧急程度等级

5. 评估可实现性
   └── 检查历史表现
   └── 验证资源约束
   └── 纳入趋势分析结果

6. 排序优先级
   └── 应用加权公式
   └── 按优先级分数排序

7. 生成警报
   └── 为超过阈值的差距创建警报文件
   └── 写入artifacts/system/alerts/

8. 更新目标
   └── 在每个目标文件中添加/更新跟踪部分

9. 更新仪表盘
   └── 将摘要写入artifacts/system/goal-dashboard.md

Integration

集成

Upstream

上游依赖

```
sys-defining-goals
```
: Creates goals to track
```
sys-decomposing-goals
```
: Creates goal hierarchies
```
sys-activating-goals
```
: Links goals to threads

```
sys-defining-goals
```
: 创建待跟踪的目标
```
sys-decomposing-goals
```
: 创建目标层级
```
sys-activating-goals
```
: 将目标与线程关联

Downstream

下游输出

```
rop-allocator
```
: Receives alerts for planning
Agents: Receive alerts for their goals
```
meta-aggregating-learnings
```
: Receives outcome data

```
rop-allocator
```
: 接收警报用于规划
Agents: 接收其负责目标的警报
```
meta-aggregating-learnings
```
: 接收结果数据

Proactive Triggers

主动触发

Beyond gap tracking, detect:

除差距跟踪外，还可检测以下触发事件：

Opportunity Triggers

机会触发

Trigger	Signal	Action
New ICP match	High-fit prospect discovered	Add to prospecting
Champion identified	Advocate at target account	Accelerate outreach
Competitor vulnerability	Customer dissatisfaction signal	Targeted outreach

触发条件	信号	行动
匹配新的理想客户画像（ICP）	发现高匹配度潜在客户	添加至潜在客户开发列表
识别内部支持者	目标客户中出现拥护者	加速触达
竞争对手漏洞	客户不满信号	定向触达

Decay Triggers

衰退触发

Trigger	Signal	Action
Deal stalled	No stage change > threshold	Nudge action
Lead cooling	Engagement declining	Re-engagement sequence
Relationship cooling	Customer touchpoints down	Health check

触发条件	信号	行动
交易停滞	超过阈值未变更阶段	提醒采取行动
潜在客户活跃度下降	参与度降低	重新触达序列
客户关系降温	客户触点减少	健康度检查

Resource Triggers

资源触发

Trigger	Signal	Action
Rep bandwidth	Capacity below threshold	Assign more leads
Budget unspent	Spend rate below plan	Increase or reallocate

触发条件	信号	行动
销售代表带宽不足	产能低于阈值	分配更多潜在客户
预算未使用	支出率低于计划	增加支出或重新分配

Boundaries

边界

This skill provides:

Gap calculation
Urgency scoring
Achievability assessment
Priority ranking
Alert generation
Goal status updates
Dashboard summaries

This skill does NOT:

Create goals (use
```
sys-defining-goals
```
)
Decompose goals (use
```
sys-decomposing-goals
```
)
Create threads (use
```
sys-activating-goals
```
)
Execute against goals (agents do)
Modify targets without approval

本技能提供以下功能：

差距计算
紧急程度评分
可实现性评估
优先级排序
警报生成
目标状态更新
仪表盘摘要

本技能不提供以下功能：

创建目标（使用
```
sys-defining-goals
```
）
分解目标（使用
```
sys-decomposing-goals
```
）
创建线程（使用
```
sys-activating-goals
```
）
执行目标相关行动（由Agents负责）
未经批准修改目标值