sys-tracking-goals

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Monitors active goals against current state. Calculates gaps, scores urgency, detects at-risk goals, generates alerts. Reads goals from strategy/goals/active/, computes progress from metrics, outputs prioritized alerts and updates goal status.

1installs
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NPX Install

npx skill4agent add bellabe/lean-os sys-tracking-goals

Goal Tracking

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

Responsibility

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

Quick Start

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

Process Overview

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

Goals

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

Current Values

SourcePriorityContent
strategy/canvas/13.metrics.md
PrimaryBaseline metrics
threads/*/5-actions.md
SecondaryExecution progress
External dataTertiaryReal-time values

Gap Calculation

Absolute Gap

For maximize goals:
absolute_gap = target_value - current_value
For minimize goals:
absolute_gap = current_value - target_value

Relative Gap

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

Trajectory Gap

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

Pace Gap

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

Urgency Scoring

Formula

urgency_score = relative_gap × time_pressure × impact_weight

Time Pressure

time_pressure = min(1.0, 30 / days_remaining)
Days RemainingTime Pressure
60+0.5
301.0
141.0 (capped)
71.0 (capped)
11.0 (capped)

Impact Weight

From goal category or explicit weight:
CategoryDefault Weight
revenue1.0
retention0.9
activity0.7
efficiency0.6
content0.5

Urgency Levels

LevelScore RangeCriteria
critical> 0.8gap > 50% AND days < 7
high0.6 - 0.8gap > 30% AND days < 14
medium0.3 - 0.6gap > 20% OR days < 30
low< 0.3gap < 20% AND days > 30

Achievability Assessment

Factors

FactorWeightSource
Historical performance0.40Past goal outcomes
Resource availability0.30Constraint analysis
Trajectory analysis0.20Current velocity
External factors0.10Risk factors

Achievability Score

ScoreInterpretationAction
> 0.8AchievableProceed with plan
0.5 - 0.8StretchFlag risk, proceed
< 0.5At riskRecommend revision

Priority Ranking

Formula

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

Adjustments

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

Alert Generation

Alert Types

TypeTriggerContent
gap_alertGap exceeds thresholdGoal, current, target, gap, urgency
trajectory_warningWill miss targetProjected end, shortfall, recovery options
milestone_alertMilestone approaching/missedMilestone date, target, current
at_risk_alertAchievability < 0.5Risk factors, revision options
achievement_alertTarget reachedFinal value, days ahead/behind

Alert Routing

UrgencyDestinationEscalation
criticalImmediate notificationLeadership if not acked
highDaily digestAfter 24h no action
mediumWeekly summaryNone
lowDashboard onlyNone

Output

Alert File Format

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
---

# Alert: {Goal Name}

## Status

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

## Urgency

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

## Achievability

| Factor | Score |
|--------|-------|
| Overall | {achievability_score} |
| Assessment | {achievable|stretch|at_risk} |

## Trajectory

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

## Recommended Action

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

## Routing

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

Goal Status Update

Updates goal file tracking section:
markdown
## Tracking

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

### Progress History

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

Dashboard Summary

Location:
artifacts/system/goal-dashboard.md
markdown
---
generated_at: {YYYY-MM-DD HH:MM}
period: {current period}
---

# Goal Dashboard

## Summary

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

## By Category

| 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} |

## Critical Alerts

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

## Upcoming Milestones

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

Monitoring Cadence

Real-Time

  • Inbound lead flow
  • Deal stage changes
  • Revenue bookings
  • Churn events

Scheduled

FrequencyChecks
HourlyActivity goal progress
DailyAll gap recalculation, urgency update
WeeklyAchievability reassessment, trend analysis

Workflow

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

Integration

Upstream

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

Downstream

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

Proactive Triggers

Beyond gap tracking, detect:

Opportunity Triggers

TriggerSignalAction
New ICP matchHigh-fit prospect discoveredAdd to prospecting
Champion identifiedAdvocate at target accountAccelerate outreach
Competitor vulnerabilityCustomer dissatisfaction signalTargeted outreach

Decay Triggers

TriggerSignalAction
Deal stalledNo stage change > thresholdNudge action
Lead coolingEngagement decliningRe-engagement sequence
Relationship coolingCustomer touchpoints downHealth check

Resource Triggers

TriggerSignalAction
Rep bandwidthCapacity below thresholdAssign more leads
Budget unspentSpend rate below planIncrease or reallocate

Boundaries

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