Product Strategist

Name: Product Strategist
Author: alirezarezvani

alirezarezvani/claude-skills

822 installs
23.5k repo stars
Updated July 17, 2026
alirezarezvani/claude-skills

product-strategist is a planning skill that turns high-level product vision into structured quarterly OKRs, measurable key results, and linked initiatives for developers and PMs using AI agents.

About

product-strategist is an alirezarezvani/claude-skills module built around an OKR Planning Template with quarterly fields, team ownership, and weekly or monthly tracking cadence. The skill helps agents decompose company objectives into product objectives, key results with baseline and target columns, and status-tracked initiative rows. Developers and product leads use it when they need agent-executable planning artifacts instead of loose vision statements. The template supports Planning, Active, and Complete statuses so OKRs can feed ongoing agent task prioritization across a quarter.

Ready-to-use OKR Planning Template with company objectives, product objectives, key results, and initiatives
Includes baseline, target, current progress, and status tracking for every KR
Maps initiatives directly to key results with owner, status, and effort (T-shirt sizing)
Quarterly planning structure with weekly check-in and monthly review cadence
Produces an executable spec that feeds directly into implementation agents

Product Strategist by the numbers

822 all-time installs (skills.sh)
+4 installs in the week ending Jul 29, 2026 (Skillselion tracking)
Ranked #569 of 3,282 Productivity & Planning skills by installs in the Skillselion catalog
Security screen: MEDIUM risk (skills.sh audit)
Data as of Jul 31, 2026 (Skillselion catalog sync)

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Last updated	July 17, 2026
Repository	alirezarezvani/claude-skills ↗

How do you turn product vision into quarterly OKRs?

Turn high-level product vision into structured quarterly OKRs, measurable key results, and linked initiatives that an agent can execute against.

Who is it for?

Product-minded developers and PMs who want structured OKRs that AI agents can track and execute against each quarter.

Skip if: Technical architecture decisions or sprint-level ticket breakdown where engineering planning skills are the better fit.

When should I use this skill?

The user needs quarterly OKRs, measurable key results, or initiative plans derived from product vision.

What you get

OKR planning document with objectives, key results, baselines, targets, and linked initiatives

Quarterly OKR document
Key results with baselines and targets
Linked initiative list

Files

SKILL.mdMarkdownGitHub ↗

Product Strategist

Strategic toolkit for Head of Product to drive vision, alignment, and organizational excellence.

---

Core Capabilities

Capability	Description	Tool
OKR Cascade	Generate aligned OKRs from company to team level	`okr_cascade_generator.py`
Alignment Scoring	Measure vertical and horizontal alignment	Built into generator
Strategy Templates	5 pre-built strategy types	Growth, Retention, Revenue, Innovation, Operational
Team Configuration	Customize for your org structure	`--teams` flag

---

Quick Start

# Growth strategy with default teams
python scripts/okr_cascade_generator.py growth

# Retention strategy with custom teams
python scripts/okr_cascade_generator.py retention --teams "Engineering,Design,Data"

# Revenue strategy with 40% product contribution
python scripts/okr_cascade_generator.py revenue --contribution 0.4

# Export as JSON for integration
python scripts/okr_cascade_generator.py growth --json > okrs.json

---

Workflow: Quarterly Strategic Planning

Step 1: Define Strategic Focus

Strategy	When to Use
Growth	Scaling user base, market expansion
Retention	Reducing churn, improving LTV
Revenue	Increasing ARPU, new monetization
Innovation	Market differentiation, new capabilities
Operational	Improving efficiency, scaling operations

See references/strategy_types.md for detailed guidance.

Step 2: Gather Input Metrics

{
  "current": 100000,      // Current MAU
  "target": 150000,       // Target MAU
  "current_nps": 40,      // Current NPS
  "target_nps": 60        // Target NPS
}

Step 3: Configure Teams & Run Generator

# Default teams
python scripts/okr_cascade_generator.py growth

# Custom org structure with contribution percentage
python scripts/okr_cascade_generator.py growth \
  --teams "Core,Platform,Mobile,AI" \
  --contribution 0.3

Step 4: Review Alignment Scores

Score	Target	Action if Below
Vertical Alignment	>90%	Ensure all objectives link to parent
Horizontal Alignment	>75%	Check for team coordination gaps
Coverage	>80%	Validate all company OKRs are addressed
Balance	>80%	Redistribute if one team is overloaded
Overall	>80%	<60% needs restructuring

Step 5: Refine, Validate, and Export

Before finalizing:

[ ] Review generated objectives with stakeholders
[ ] Adjust team assignments based on capacity
[ ] Validate contribution percentages are realistic
[ ] Ensure no conflicting objectives across teams
[ ] Set up tracking cadence (bi-weekly check-ins)

# Export JSON for tools like Lattice, Ally, Workboard
python scripts/okr_cascade_generator.py growth --json > q1_okrs.json

---

OKR Cascade Generator

Usage

python scripts/okr_cascade_generator.py [strategy] [options]

Strategies: growth | retention | revenue | innovation | operational

Configuration Options

Option	Description	Default
`--teams`, `-t`	Comma-separated team names	Growth,Platform,Mobile,Data
`--contribution`, `-c`	Product contribution to company OKRs (0-1)	0.3 (30%)
`--json`, `-j`	Output as JSON instead of dashboard	False
`--metrics`, `-m`	Metrics as JSON string	Sample metrics

Output Examples

Dashboard Output (`growth` strategy)

============================================================
OKR CASCADE DASHBOARD
Quarter: Q1 2025  |  Strategy: GROWTH
Teams: Growth, Platform, Mobile, Data  |  Product Contribution: 30%
============================================================

🏢 COMPANY OKRS
📌 CO-1: Accelerate user acquisition and market expansion
   └─ CO-1-KR1: Increase MAU from 100,000 to 150,000
   └─ CO-1-KR2: Achieve 50% MoM growth rate
   └─ CO-1-KR3: Expand to 3 new markets

📌 CO-2: Achieve product-market fit in new segments
📌 CO-3: Build sustainable growth engine

🚀 PRODUCT OKRS
📌 PO-1: Build viral product features and market expansion
   ↳ Supports: CO-1
   └─ PO-1-KR1: Increase product MAU to 45,000
   └─ PO-1-KR2: Achieve 45% feature adoption rate

👥 TEAM OKRS
Growth Team:
  📌 GRO-1: Build viral product features through acquisition and activation
     └─ GRO-1-KR1: Increase product MAU to 11,250
     └─ GRO-1-KR2: Achieve 11.25% feature adoption rate

🎯 ALIGNMENT SCORES
✓ Vertical Alignment: 100.0%
! Horizontal Alignment: 75.0%
✓ Coverage: 100.0%  |  ✓ Balance: 97.5%  |  ✓ Overall: 94.0%
✅ Overall alignment is GOOD (≥80%)

JSON Output (`retention --json`, truncated)

{
  "quarter": "Q1 2025",
  "strategy": "retention",
  "company": {
    "objectives": [
      {
        "id": "CO-1",
        "title": "Create lasting customer value and loyalty",
        "key_results": [
          { "id": "CO-1-KR1", "title": "Improve retention from 70% to 85%", "current": 70, "target": 85 }
        ]
      }
    ]
  },
  "product": { "contribution": 0.3, "objectives": ["..."] },
  "teams": ["..."],
  "alignment_scores": {
    "vertical_alignment": 100.0, "horizontal_alignment": 75.0,
    "coverage": 100.0, "balance": 97.5, "overall": 94.0
  }
}

See references/examples/sample_growth_okrs.json for a complete example.

---

Reference Documents

Document	Description
`references/okr_framework.md`	OKR methodology, writing guidelines, alignment scoring
`references/strategy_types.md`	Detailed breakdown of all 5 strategy types with examples
`references/examples/sample_growth_okrs.json`	Complete sample output for growth strategy

---

Best Practices

OKR Cascade

Limit to 3-5 objectives per level, each with 3-5 key results
Key results must be measurable with current and target values
Validate parent-child relationships before finalizing

Alignment Scoring

Target >80% overall alignment; investigate any score below 60%
Balance scores ensure no team is overloaded
Horizontal alignment prevents conflicting goals across teams

Team Configuration

Configure teams to match your actual org structure
Adjust contribution percentages based on team size
Platform/Infrastructure teams often support all objectives
Specialized teams (ML, Data) may only support relevant objectives

Related Skills

Senior PM (project-management/senior-pm/) — Portfolio management and risk analysis inform strategic planning
Competitive Teardown (product-team/competitive-teardown/) — Competitive intelligence feeds product strategy

OKR Planning Template

Planning Info

Field	Value
Quarter	[Q1/Q2/Q3/Q4 YYYY]
Team	[Team Name]
Owner	[Name]
Status	Planning / Active / Complete
Tracking Cadence	Weekly check-in, Monthly review

---

Company Objective

[Company-level objective this product work supports]

_Example: "Become the market leader in our category by delivering exceptional customer value"_

---

Product Objective 1: [Objective Title]

_[Qualitative, inspirational statement. What does success look like?]_

Key Results

#	Key Result	Baseline	Target	Current	Status
1.1	[Measurable outcome]	[Current value]	[Target value]	[Progress]	On Track / At Risk / Off Track
1.2	[Measurable outcome]	[Current value]	[Target value]	[Progress]	On Track / At Risk / Off Track
1.3	[Measurable outcome]	[Current value]	[Target value]	[Progress]	On Track / At Risk / Off Track

Initiatives

Initiative	Key Result	Owner	Status	Effort
[Feature/project name]	KR 1.1	[Name]	Not Started / In Progress / Complete	[T-shirt size]
[Feature/project name]	KR 1.2	[Name]	Not Started / In Progress / Complete	[T-shirt size]

---

Product Objective 2: [Objective Title]

_[Qualitative, inspirational statement]_

Key Results

#	Key Result	Baseline	Target	Current	Status
2.1	[Measurable outcome]	[Current value]	[Target value]	[Progress]	On Track / At Risk / Off Track
2.2	[Measurable outcome]	[Current value]	[Target value]	[Progress]	On Track / At Risk / Off Track
2.3	[Measurable outcome]	[Current value]	[Target value]	[Progress]	On Track / At Risk / Off Track
2.4	[Measurable outcome]	[Current value]	[Target value]	[Progress]	On Track / At Risk / Off Track

Initiatives

Initiative	Key Result	Owner	Status	Effort
[Feature/project name]	KR 2.1	[Name]	Not Started / In Progress / Complete	[T-shirt size]
[Feature/project name]	KR 2.2	[Name]	Not Started / In Progress / Complete	[T-shirt size]

---

Product Objective 3: [Objective Title]

_[Qualitative, inspirational statement]_

Key Results

#	Key Result	Baseline	Target	Current	Status
3.1	[Measurable outcome]	[Current value]	[Target value]	[Progress]	On Track / At Risk / Off Track
3.2	[Measurable outcome]	[Current value]	[Target value]	[Progress]	On Track / At Risk / Off Track
3.3	[Measurable outcome]	[Current value]	[Target value]	[Progress]	On Track / At Risk / Off Track

Initiatives

Initiative	Key Result	Owner	Status	Effort
[Feature/project name]	KR 3.1	[Name]	Not Started / In Progress / Complete	[T-shirt size]

---

Tracking

Weekly Check-In Format

Confidence level (1-10) for each key result
Blockers identified and escalated
Adjustments to initiatives if needed

Monthly Review Format

Progress update on all key results with data
Initiative status review
Risk assessment and mitigation updates
Stakeholder communication summary

End-of-Quarter Scoring

Score each key result 0.0 - 1.0:

1.0: Fully achieved
0.7: Strong progress, nearly there (ideal target)
0.4: Meaningful progress but missed target
0.0: No progress

_Note: Consistently scoring 1.0 means OKRs are not ambitious enough. Target 0.6-0.7 average._

{
  "metadata": {
    "strategy": "growth",
    "quarter": "Q1 2025",
    "generated_at": "2025-01-15T10:30:00Z",
    "teams": ["Growth", "Platform", "Mobile", "Data"],
    "product_contribution": 0.3
  },
  "company": {
    "level": "Company",
    "quarter": "Q1 2025",
    "strategy": "growth",
    "objectives": [
      {
        "id": "CO-1",
        "title": "Accelerate user acquisition and market expansion",
        "owner": "CEO",
        "status": "active",
        "key_results": [
          {
            "id": "CO-1-KR1",
            "title": "Increase MAU from 100,000 to 150,000",
            "current": 100000,
            "target": 150000,
            "unit": "users",
            "status": "in_progress",
            "progress": 0.2
          },
          {
            "id": "CO-1-KR2",
            "title": "Achieve 15% MoM growth rate",
            "current": 8,
            "target": 15,
            "unit": "%",
            "status": "in_progress",
            "progress": 0.53
          },
          {
            "id": "CO-1-KR3",
            "title": "Expand to 3 new markets",
            "current": 0,
            "target": 3,
            "unit": "markets",
            "status": "not_started",
            "progress": 0
          }
        ]
      },
      {
        "id": "CO-2",
        "title": "Achieve product-market fit in enterprise segment",
        "owner": "CEO",
        "status": "active",
        "key_results": [
          {
            "id": "CO-2-KR1",
            "title": "Reduce CAC by 25%",
            "current": 150,
            "target": 112.5,
            "unit": "$",
            "status": "in_progress",
            "progress": 0.4
          },
          {
            "id": "CO-2-KR2",
            "title": "Improve activation rate to 60%",
            "current": 42,
            "target": 60,
            "unit": "%",
            "status": "in_progress",
            "progress": 0.3
          }
        ]
      },
      {
        "id": "CO-3",
        "title": "Build sustainable growth engine",
        "owner": "CEO",
        "status": "active",
        "key_results": [
          {
            "id": "CO-3-KR1",
            "title": "Increase viral coefficient to 1.2",
            "current": 0.8,
            "target": 1.2,
            "unit": "coefficient",
            "status": "not_started",
            "progress": 0
          },
          {
            "id": "CO-3-KR2",
            "title": "Grow organic acquisition to 40% of total",
            "current": 25,
            "target": 40,
            "unit": "%",
            "status": "in_progress",
            "progress": 0.2
          }
        ]
      }
    ]
  },
  "product": {
    "level": "Product",
    "quarter": "Q1 2025",
    "parent": "Company",
    "objectives": [
      {
        "id": "PO-1",
        "title": "Build viral product features to drive acquisition",
        "parent_objective": "CO-1",
        "owner": "Head of Product",
        "status": "active",
        "key_results": [
          {
            "id": "PO-1-KR1",
            "title": "Increase product MAU from 100,000 to 115,000 (30% contribution)",
            "contributes_to": "CO-1-KR1",
            "current": 100000,
            "target": 115000,
            "unit": "users",
            "status": "in_progress"
          },
          {
            "id": "PO-1-KR2",
            "title": "Achieve 12% feature adoption rate for sharing features",
            "contributes_to": "CO-1-KR2",
            "current": 5,
            "target": 12,
            "unit": "%",
            "status": "in_progress"
          }
        ]
      },
      {
        "id": "PO-2",
        "title": "Validate product hypotheses for enterprise segment",
        "parent_objective": "CO-2",
        "owner": "Head of Product",
        "status": "active",
        "key_results": [
          {
            "id": "PO-2-KR1",
            "title": "Improve product onboarding efficiency by 30%",
            "contributes_to": "CO-2-KR1",
            "current": 0,
            "target": 30,
            "unit": "%",
            "status": "not_started"
          },
          {
            "id": "PO-2-KR2",
            "title": "Increase product activation rate to 55%",
            "contributes_to": "CO-2-KR2",
            "current": 42,
            "target": 55,
            "unit": "%",
            "status": "in_progress"
          }
        ]
      },
      {
        "id": "PO-3",
        "title": "Create product-led growth loops",
        "parent_objective": "CO-3",
        "owner": "Head of Product",
        "status": "active",
        "key_results": [
          {
            "id": "PO-3-KR1",
            "title": "Launch referral program with 0.3 viral coefficient contribution",
            "contributes_to": "CO-3-KR1",
            "current": 0,
            "target": 0.3,
            "unit": "coefficient",
            "status": "not_started"
          },
          {
            "id": "PO-3-KR2",
            "title": "Increase product-driven organic signups to 35%",
            "contributes_to": "CO-3-KR2",
            "current": 20,
            "target": 35,
            "unit": "%",
            "status": "in_progress"
          }
        ]
      }
    ]
  },
  "teams": [
    {
      "level": "Team",
      "team": "Growth",
      "quarter": "Q1 2025",
      "parent": "Product",
      "objectives": [
        {
          "id": "GRO-1",
          "title": "Build viral product features through acquisition and activation",
          "parent_objective": "PO-1",
          "owner": "Growth PM",
          "status": "active",
          "key_results": [
            {
              "id": "GRO-1-KR1",
              "title": "[Growth] Increase product MAU contribution by 5,000 users",
              "contributes_to": "PO-1-KR1",
              "current": 0,
              "target": 5000,
              "unit": "users",
              "status": "in_progress"
            },
            {
              "id": "GRO-1-KR2",
              "title": "[Growth] Launch 3 viral feature experiments",
              "contributes_to": "PO-1-KR2",
              "current": 0,
              "target": 3,
              "unit": "experiments",
              "status": "not_started"
            }
          ]
        }
      ]
    },
    {
      "level": "Team",
      "team": "Platform",
      "quarter": "Q1 2025",
      "parent": "Product",
      "objectives": [
        {
          "id": "PLA-1",
          "title": "Support growth through infrastructure and reliability",
          "parent_objective": "PO-1",
          "owner": "Platform PM",
          "status": "active",
          "key_results": [
            {
              "id": "PLA-1-KR1",
              "title": "[Platform] Scale infrastructure to support 200K MAU",
              "contributes_to": "PO-1-KR1",
              "current": 100000,
              "target": 200000,
              "unit": "users",
              "status": "in_progress"
            },
            {
              "id": "PLA-1-KR2",
              "title": "[Platform] Maintain 99.9% uptime during growth",
              "contributes_to": "PO-1-KR2",
              "current": 99.5,
              "target": 99.9,
              "unit": "%",
              "status": "in_progress"
            }
          ]
        },
        {
          "id": "PLA-2",
          "title": "Improve onboarding infrastructure efficiency",
          "parent_objective": "PO-2",
          "owner": "Platform PM",
          "status": "active",
          "key_results": [
            {
              "id": "PLA-2-KR1",
              "title": "[Platform] Reduce onboarding API latency by 40%",
              "contributes_to": "PO-2-KR1",
              "current": 0,
              "target": 40,
              "unit": "%",
              "status": "not_started"
            }
          ]
        }
      ]
    },
    {
      "level": "Team",
      "team": "Mobile",
      "quarter": "Q1 2025",
      "parent": "Product",
      "objectives": [
        {
          "id": "MOB-1",
          "title": "Build viral features through mobile experience",
          "parent_objective": "PO-1",
          "owner": "Mobile PM",
          "status": "active",
          "key_results": [
            {
              "id": "MOB-1-KR1",
              "title": "[Mobile] Increase mobile MAU by 3,000 users",
              "contributes_to": "PO-1-KR1",
              "current": 0,
              "target": 3000,
              "unit": "users",
              "status": "not_started"
            },
            {
              "id": "MOB-1-KR2",
              "title": "[Mobile] Launch native share feature with 15% adoption",
              "contributes_to": "PO-1-KR2",
              "current": 0,
              "target": 15,
              "unit": "%",
              "status": "not_started"
            }
          ]
        }
      ]
    },
    {
      "level": "Team",
      "team": "Data",
      "quarter": "Q1 2025",
      "parent": "Product",
      "objectives": [
        {
          "id": "DAT-1",
          "title": "Enable growth through analytics and insights",
          "parent_objective": "PO-1",
          "owner": "Data PM",
          "status": "active",
          "key_results": [
            {
              "id": "DAT-1-KR1",
              "title": "[Data] Build growth dashboard tracking all acquisition metrics",
              "contributes_to": "PO-1-KR1",
              "current": 0,
              "target": 1,
              "unit": "dashboard",
              "status": "not_started"
            },
            {
              "id": "DAT-1-KR2",
              "title": "[Data] Implement experimentation platform for A/B testing",
              "contributes_to": "PO-1-KR2",
              "current": 0,
              "target": 1,
              "unit": "platform",
              "status": "not_started"
            }
          ]
        }
      ]
    }
  ],
  "alignment_scores": {
    "vertical_alignment": 100.0,
    "horizontal_alignment": 75.0,
    "coverage": 100.0,
    "balance": 85.0,
    "overall": 92.0
  },
  "summary": {
    "total_objectives": 11,
    "total_key_results": 22,
    "company_objectives": 3,
    "product_objectives": 3,
    "team_objectives": 5,
    "teams_involved": 4
  }
}

OKR Cascade Framework

A practical guide to Objectives and Key Results (OKRs) and how to cascade them across organizational levels.

---

What Are OKRs
The Cascade Model
Writing Effective Objectives
Defining Key Results
Alignment Scoring
Common Pitfalls
OKR Cadence

---

What Are OKRs

Objectives and Key Results (OKRs) are a goal-setting framework that connects organizational strategy to measurable outcomes.

Components

Component	Definition	Characteristics
Objective	What you want to achieve	Qualitative, inspirational, time-bound
Key Result	How you measure progress	Quantitative, specific, measurable

OKR Formula

Objective: [Inspirational goal statement]
├── KR1: [Metric] from [current] to [target] by [date]
├── KR2: [Metric] from [current] to [target] by [date]
└── KR3: [Metric] from [current] to [target] by [date]

Example

Objective: Become the go-to solution for enterprise customers

KR1: Increase enterprise ARR from $5M to $8M
KR2: Improve enterprise NPS from 35 to 50
KR3: Reduce enterprise onboarding time from 30 days to 14 days

---

The Cascade Model

OKRs cascade from company strategy down to individual teams, ensuring alignment at every level.

Cascade Structure

┌─────────────────────────────────────────┐
│           COMPANY LEVEL                 │
│  Strategic objectives set by leadership │
│  Owned by: CEO, Executive Team          │
└───────────────┬─────────────────────────┘
                │
                ▼
┌─────────────────────────────────────────┐
│          PRODUCT LEVEL                  │
│  How product org contributes to company │
│  Owned by: Head of Product, CPO         │
└───────────────┬─────────────────────────┘
                │
                ▼
┌─────────────────────────────────────────┐
│            TEAM LEVEL                   │
│  Specific initiatives and deliverables  │
│  Owned by: Product Managers, Tech Leads │
└─────────────────────────────────────────┘

Contribution Model

Each level contributes a percentage to the level above:

Level	Typical Contribution	Range
Product → Company	30%	20-50%
Team → Product	25% per team	15-35%

Note: Contribution percentages should be calibrated based on:

Number of teams
Relative team size
Strategic importance of initiatives

Alignment Types

Alignment	Description	Goal
Vertical	Each level supports the level above	>90% of objectives linked
Horizontal	Teams coordinate on shared objectives	No conflicting goals
Temporal	Quarterly OKRs support annual goals	Clear progression

---

Writing Effective Objectives

The 3 Cs of Objectives

Criterion	Description	Example
Clear	Unambiguous intent	"Improve customer onboarding" not "Make things better"
Compelling	Inspires action	"Delight enterprise customers" not "Serve enterprise"
Challenging	Stretches capabilities	Achievable but requires effort

Objective Templates by Strategy

Growth Strategy:

- Accelerate user acquisition in [segment]
- Expand market presence in [region/vertical]
- Build sustainable acquisition channels

Retention Strategy:

- Create lasting value for [user segment]
- Improve product experience for [use case]
- Maximize customer lifetime value

Revenue Strategy:

- Drive revenue growth through [mechanism]
- Optimize monetization for [segment]
- Expand revenue per customer

Innovation Strategy:

- Pioneer [capability] in the market
- Establish leadership through [innovation area]
- Build competitive differentiation

Operational Strategy:

- Improve delivery efficiency by [mechanism]
- Scale operations to support [target]
- Reduce operational friction in [area]

Objective Anti-Patterns

Anti-Pattern	Problem	Better Alternative
"Increase revenue"	Too vague	"Grow enterprise ARR to $10M"
"Be the best"	Not measurable	"Achieve #1 NPS in category"
"Fix bugs"	Too tactical	"Improve platform reliability"
"Launch feature X"	Output, not outcome	"Improve [metric] through [capability]"

---

Defining Key Results

Key Result Anatomy

[Verb] [metric] from [current baseline] to [target] by [deadline]

Key Result Types

Type	Characteristics	When to Use
Metric-based	Track a number	Most common, highly measurable
Milestone-based	Track completion	For binary deliverables
Health-based	Track stability	For maintenance objectives

Metric Categories

Category	Examples
Acquisition	Signups, trials started, leads generated
Activation	Onboarding completion, first value moment
Retention	D7/D30 retention, churn rate, repeat usage
Revenue	ARR, ARPU, conversion rate, LTV
Engagement	DAU/MAU, session duration, actions per session
Satisfaction	NPS, CSAT, support tickets
Efficiency	Cycle time, automation rate, cost per unit

Key Result Scoring

Score	Status	Description
0.0-0.3	Red	Significant gap, needs intervention
0.4-0.6	Yellow	Partial progress, on watch
0.7-0.9	Green	Strong progress, on track
1.0	Complete	Target achieved

Note: Hitting 0.7 is considered success for stretch goals. Consistently hitting 1.0 suggests targets aren't ambitious enough.

---

Alignment Scoring

The OKR cascade generator calculates alignment scores across four dimensions:

Scoring Dimensions

Dimension	Weight	What It Measures
Vertical Alignment	40%	% of objectives with parent links
Horizontal Alignment	20%	Cross-team coordination on shared goals
Coverage	20%	% of company KRs addressed by product
Balance	20%	Even distribution of work across teams

Alignment Score Interpretation

Score	Grade	Interpretation
90-100%	A	Excellent alignment, well-cascaded
80-89%	B	Good alignment, minor gaps
70-79%	C	Adequate, needs attention
60-69%	D	Poor alignment, significant gaps
<60%	F	Misaligned, requires restructuring

Target Benchmarks

Metric	Target	Red Flag
Vertical alignment	>90%	<70%
Horizontal alignment	>75%	<50%
Coverage	>80%	<60%
Balance	>80%	<60%
Overall	>80%	<65%

---

Common Pitfalls

OKR Anti-Patterns

Pitfall	Symptom	Fix
Too many OKRs	10+ objectives per level	Limit to 3-5 objectives
Sandbagging	Always hit 100%	Set stretch targets (0.7 = success)
Task lists	KRs are tasks, not outcomes	Focus on measurable impact
Set and forget	No mid-quarter reviews	Check-ins every 2 weeks
Cascade disconnect	Team OKRs don't link up	Validate parent relationships
Metric gaming	Optimizing for KR, not intent	Balance with health metrics

Warning Signs

All teams have identical objectives (lack of specialization)
No team owns a critical company objective (gap in coverage)
One team owns everything (unrealistic load)
Objectives change weekly (lack of commitment)
KRs are activities, not outcomes (wrong focus)

---

OKR Cadence

Quarterly Rhythm

Week	Activity
Week -2	Leadership sets company OKRs draft
Week -1	Product and team OKR drafting
Week 0	OKR finalization and alignment review
Week 2	First check-in, adjust if needed
Week 6	Mid-quarter review
Week 10	Pre-quarter reflection
Week 12	Quarter close, scoring, learnings

Check-in Format

Weekly/Bi-weekly Status Update:

1. Confidence level: [Red/Yellow/Green]
2. Progress since last check-in: [specific updates]
3. Blockers: [what's in the way]
4. Asks: [what help is needed]
5. Forecast: [expected end-of-quarter score]

Annual Alignment

Quarterly OKRs should ladder up to annual goals:

Annual Goal: Become a $100M ARR business

Q1: Build enterprise sales motion (ARR: $25M → $32M)
Q2: Expand into APAC region (ARR: $32M → $45M)
Q3: Launch self-serve enterprise tier (ARR: $45M → $65M)
Q4: Scale and optimize (ARR: $65M → $100M)

---

Quick Reference

OKR Checklist

Before finalizing OKRs:

[ ] 3-5 objectives per level (not more)
[ ] 3-5 key results per objective
[ ] Each KR has a current baseline and target
[ ] Vertical alignment validated (parent links)
[ ] No conflicting objectives across teams
[ ] Owners assigned to every objective
[ ] Check-in cadence defined

During the quarter:

[ ] Bi-weekly progress updates
[ ] Mid-quarter formal review
[ ] Adjust forecasts based on learnings
[ ] Escalate blockers early

End of quarter:

[ ] Score all key results (0.0-1.0)
[ ] Document learnings
[ ] Celebrate wins
[ ] Carry forward or close incomplete items

---

See also: `strategy_types.md` for strategy-specific OKR templates

Strategy Types for OKR Generation

Comprehensive breakdown of the five core strategy types with objectives, key results, and when to use each.

---

Strategy Selection Guide
Growth Strategy
Retention Strategy
Revenue Strategy
Innovation Strategy
Operational Strategy
Multi-Strategy Combinations

---

Strategy Selection Guide

Decision Matrix

If your priority is...	Primary Strategy	Secondary Strategy
Scaling user base	Growth	Retention
Reducing churn	Retention	Revenue
Increasing ARPU	Revenue	Retention
Market differentiation	Innovation	Growth
Improving efficiency	Operational	Revenue
New market entry	Growth	Innovation

Strategy by Company Stage

Stage	Typical Priority	Rationale
Pre-PMF	Innovation	Finding product-market fit
Early Growth	Growth	Scaling acquisition
Growth	Growth + Retention	Balancing acquisition with value
Scale	Revenue + Retention	Optimizing unit economics
Mature	Operational + Revenue	Efficiency and margins

---

Growth Strategy

Focus: Accelerating user acquisition and market expansion

When to Use

User growth is primary company objective
Product-market fit is validated
Acquisition channels are scaling
Ready to invest in growth loops

Company-Level Objectives

Objective	Key Results Template
Accelerate user acquisition and market expansion	- Increase MAU from X to Y<br>- Achieve Z% MoM growth rate<br>- Expand to N new markets
Achieve product-market fit in new segments	- Reach X users in [segment]<br>- Achieve Y% activation rate<br>- Validate Z use cases
Build sustainable growth engine	- Reduce CAC by X%<br>- Improve viral coefficient to Y<br>- Increase organic share to Z%

Product-Level Cascade

Product Objective	Supports	Key Results
Build viral product features	User acquisition	- Launch referral program (target: X referrals/user)<br>- Increase shareability by Y%
Optimize onboarding experience	Activation	- Improve activation rate from X% to Y%<br>- Reduce time-to-value by Z%
Create product-led growth loops	Sustainable growth	- Increase product-qualified leads by X%<br>- Improve trial-to-paid by Y%

Team-Level Examples

Team	Focus Area	Sample KRs
Growth Team	Acquisition & activation	- Improve signup conversion by X%<br>- Launch Y experiments/week
Platform Team	Scale & reliability	- Support X concurrent users<br>- Maintain Y% uptime
Mobile Team	Mobile acquisition	- Increase mobile signups by X%<br>- Improve mobile activation by Y%

Key Metrics to Track

Monthly Active Users (MAU)
Growth rate (MoM, YoY)
Customer Acquisition Cost (CAC)
Activation rate
Viral coefficient
Channel efficiency

---

Retention Strategy

Focus: Creating lasting customer value and reducing churn

When to Use

Churn is above industry benchmark
LTV/CAC needs improvement
Product stickiness is low
Expansion revenue is a priority

Company-Level Objectives

Objective	Key Results Template
Create lasting customer value and loyalty	- Improve retention from X% to Y%<br>- Increase NPS from X to Y<br>- Reduce churn to below Z%
Deliver a superior user experience	- Achieve X% product stickiness<br>- Improve satisfaction to Y/10<br>- Reduce support tickets by Z%
Maximize customer lifetime value	- Increase LTV by X%<br>- Improve LTV/CAC ratio to Y<br>- Grow expansion revenue by Z%

Product-Level Cascade

Product Objective	Supports	Key Results
Design sticky user experiences	Customer retention	- Increase DAU/MAU ratio from X to Y<br>- Improve weekly return rate by Z%
Build habit-forming features	Product stickiness	- Achieve X% feature adoption<br>- Increase sessions/user by Y
Create expansion opportunities	Lifetime value	- Launch N upsell touchpoints<br>- Improve upgrade rate by X%

Team-Level Examples

Team	Focus Area	Sample KRs
Growth Team	Retention loops	- Improve D7 retention by X%<br>- Reduce first-week churn by Y%
Data Team	Churn prediction	- Build churn model (accuracy >X%)<br>- Identify Y at-risk signals
Platform Team	Reliability	- Reduce error rates by X%<br>- Improve load times by Y%

Key Metrics to Track

Retention rates (D1, D7, D30, D90)
Churn rate
Net Promoter Score (NPS)
Customer Satisfaction (CSAT)
Feature stickiness
Session frequency

---

Revenue Strategy

Focus: Driving sustainable revenue growth and monetization

When to Use

Company is focused on profitability
Monetization needs optimization
Pricing strategy is being revised
Expansion revenue is priority

Company-Level Objectives

Objective	Key Results Template
Drive sustainable revenue growth	- Grow ARR from $X to $Y<br>- Achieve Z% revenue growth rate<br>- Maintain X% gross margin
Optimize monetization strategy	- Increase ARPU by X%<br>- Improve pricing efficiency by Y%<br>- Launch Z new pricing tiers
Expand revenue per customer	- Grow expansion revenue by X%<br>- Reduce revenue churn to Y%<br>- Increase upsell rate by Z%

Product-Level Cascade

Product Objective	Supports	Key Results
Optimize product monetization	Revenue growth	- Improve conversion to paid by X%<br>- Reduce free tier abuse by Y%
Build premium features	ARPU growth	- Launch N premium features<br>- Achieve X% premium adoption
Create value-based pricing alignment	Pricing efficiency	- Implement usage-based pricing<br>- Improve price-to-value ratio by X%

Team-Level Examples

Team	Focus Area	Sample KRs
Growth Team	Conversion	- Improve trial-to-paid by X%<br>- Reduce time-to-upgrade by Y days
Platform Team	Usage metering	- Implement accurate usage tracking<br>- Support X billing scenarios
Data Team	Revenue analytics	- Build revenue forecasting model<br>- Identify Y expansion signals

Key Metrics to Track

Annual Recurring Revenue (ARR)
Average Revenue Per User (ARPU)
Gross margin
Revenue churn (net and gross)
Expansion revenue
LTV/CAC ratio

---

Innovation Strategy

Focus: Building competitive advantage through product innovation

When to Use

Market is commoditizing
Competitors are catching up
New technology opportunity exists
Company needs differentiation

Company-Level Objectives

Objective	Key Results Template
Lead the market through product innovation	- Launch X breakthrough features<br>- Achieve Y% revenue from new products<br>- File Z patents/IP
Establish market leadership in [area]	- Become #1 in category for X<br>- Win Y analyst recognitions<br>- Achieve Z% awareness
Build sustainable competitive moat	- Reduce feature parity gap by X%<br>- Create Y unique capabilities<br>- Build Z switching barriers

Product-Level Cascade

Product Objective	Supports	Key Results
Ship innovative features faster	Breakthrough innovation	- Reduce time-to-market by X%<br>- Launch Y experiments/quarter
Build unique technical capabilities	Competitive moat	- Develop X proprietary algorithms<br>- Achieve Y performance advantage
Create platform extensibility	Ecosystem advantage	- Launch N API endpoints<br>- Enable X third-party integrations

Team-Level Examples

Team	Focus Area	Sample KRs
Platform Team	Core technology	- Build X new infrastructure capabilities<br>- Improve performance by Y%
Data Team	ML/AI innovation	- Deploy X ML models<br>- Improve prediction accuracy by Y%
Mobile Team	Mobile innovation	- Launch X mobile-first features<br>- Achieve Y% mobile parity

Key Metrics to Track

Time-to-market
Revenue from new products
Feature uniqueness score
Patent/IP filings
Technology differentiation
Innovation velocity

---

Operational Strategy

Focus: Improving efficiency and organizational excellence

When to Use

Scaling challenges are emerging
Operational costs are high
Team productivity needs improvement
Quality issues are increasing

Company-Level Objectives

Objective	Key Results Template
Improve organizational efficiency	- Improve velocity by X%<br>- Reduce cycle time to Y days<br>- Achieve Z% automation
Scale operations sustainably	- Support X users per engineer<br>- Reduce cost per transaction by Y%<br>- Improve operational leverage by Z%
Achieve operational excellence	- Reduce incidents by X%<br>- Improve team NPS to Y<br>- Achieve Z% on-time delivery

Product-Level Cascade

Product Objective	Supports	Key Results
Improve product delivery efficiency	Velocity	- Reduce PR cycle time by X%<br>- Increase deployment frequency by Y%
Reduce operational toil	Automation	- Automate X% of manual processes<br>- Reduce on-call burden by Y%
Improve product quality	Excellence	- Reduce bugs by X%<br>- Improve test coverage to Y%

Team-Level Examples

Team	Focus Area	Sample KRs
Platform Team	Infrastructure efficiency	- Reduce infrastructure costs by X%<br>- Improve deployment reliability to Y%
Data Team	Data operations	- Improve data pipeline reliability to X%<br>- Reduce data latency by Y%
All Teams	Process improvement	- Reduce meeting overhead by X%<br>- Improve sprint predictability to Y%

Key Metrics to Track

Velocity (story points, throughput)
Cycle time
Deployment frequency
Change failure rate
Incident count and MTTR
Team satisfaction (eNPS)

---

Multi-Strategy Combinations

Common Pairings

Primary	Secondary	Balanced Objectives
Growth + Retention	60/40	Grow while keeping users
Revenue + Retention	50/50	Monetize without churning
Innovation + Growth	40/60	Differentiate to acquire
Operational + Revenue	50/50	Efficiency for margins

Balanced OKR Set Example

Mixed Growth + Retention Strategy:

Company Objective 1: Accelerate user growth (Growth)
├── KR1: Increase MAU from 100K to 200K
├── KR2: Achieve 15% MoM growth rate
└── KR3: Reduce CAC by 20%

Company Objective 2: Improve user retention (Retention)
├── KR1: Improve D30 retention from 20% to 35%
├── KR2: Increase NPS from 40 to 55
└── KR3: Reduce churn to below 5%

Company Objective 3: Improve delivery efficiency (Operational)
├── KR1: Reduce cycle time by 30%
├── KR2: Achieve 95% on-time delivery
└── KR3: Improve team eNPS to 50

---

Strategy Selection Checklist

Before choosing a strategy:

[ ] What is the company's #1 priority this quarter?
[ ] What metrics is leadership being evaluated on?
[ ] Where are the biggest gaps vs. competitors?
[ ] What does customer feedback emphasize?
[ ] What can we realistically move in 90 days?

---

See also: `okr_framework.md` for OKR writing best practices

#!/usr/bin/env python3
"""
OKR Cascade Generator
Creates aligned OKRs from company strategy down to team level.

Features:
- Generates company → product → team OKR cascade
- Configurable team structure and contribution percentages
- Alignment scoring across vertical and horizontal dimensions
- Multiple output formats (dashboard, JSON)

Usage:
    python okr_cascade_generator.py growth
    python okr_cascade_generator.py retention --teams "Engineering,Design,Data"
    python okr_cascade_generator.py revenue --contribution 0.4 --json
"""

import json
import argparse
from typing import Dict, List
from datetime import datetime


class OKRGenerator:
    """Generate and cascade OKRs across the organization"""

    def __init__(self, teams: List[str] = None, product_contribution: float = 0.3):
        """
        Initialize OKR generator.

        Args:
            teams: List of team names (default: Growth, Platform, Mobile, Data)
            product_contribution: Fraction of company KRs that product owns (default: 0.3)
        """
        self.teams = teams or ['Growth', 'Platform', 'Mobile', 'Data']
        self.product_contribution = product_contribution

        self.okr_templates = {
            'growth': {
                'objectives': [
                    'Accelerate user acquisition and market expansion',
                    'Achieve product-market fit in new segments',
                    'Build sustainable growth engine'
                ],
                'key_results': [
                    'Increase MAU from {current} to {target}',
                    'Achieve {target}% MoM growth rate',
                    'Expand to {target} new markets',
                    'Reduce CAC by {target}%',
                    'Improve activation rate to {target}%'
                ]
            },
            'retention': {
                'objectives': [
                    'Create lasting customer value and loyalty',
                    'Deliver a superior user experience',
                    'Maximize customer lifetime value'
                ],
                'key_results': [
                    'Improve retention from {current}% to {target}%',
                    'Increase NPS from {current} to {target}',
                    'Reduce churn to below {target}%',
                    'Achieve {target}% product stickiness',
                    'Increase LTV/CAC ratio to {target}'
                ]
            },
            'revenue': {
                'objectives': [
                    'Drive sustainable revenue growth',
                    'Optimize monetization strategy',
                    'Expand revenue per customer'
                ],
                'key_results': [
                    'Grow ARR from ${current}M to ${target}M',
                    'Increase ARPU by {target}%',
                    'Launch {target} new revenue streams',
                    'Achieve {target}% gross margin',
                    'Reduce revenue churn to {target}%'
                ]
            },
            'innovation': {
                'objectives': [
                    'Lead the market through product innovation',
                    'Establish leadership in key capability areas',
                    'Build sustainable competitive differentiation'
                ],
                'key_results': [
                    'Launch {target} breakthrough features',
                    'Achieve {target}% of revenue from new products',
                    'File {target} patents/IP',
                    'Reduce time-to-market by {target}%',
                    'Achieve {target} innovation score'
                ]
            },
            'operational': {
                'objectives': [
                    'Improve organizational efficiency',
                    'Achieve operational excellence',
                    'Scale operations sustainably'
                ],
                'key_results': [
                    'Improve velocity by {target}%',
                    'Reduce cycle time to {target} days',
                    'Achieve {target}% automation',
                    'Improve team satisfaction to {target}',
                    'Reduce incidents by {target}%'
                ]
            }
        }

        # Team focus areas for objective relevance matching
        self.team_relevance = {
            'Growth': ['acquisition', 'growth', 'activation', 'viral', 'onboarding', 'conversion'],
            'Platform': ['infrastructure', 'reliability', 'scale', 'performance', 'efficiency', 'automation'],
            'Mobile': ['mobile', 'app', 'ios', 'android', 'native'],
            'Data': ['analytics', 'metrics', 'insights', 'data', 'measurement', 'experimentation'],
            'Engineering': ['delivery', 'velocity', 'quality', 'automation', 'infrastructure'],
            'Design': ['experience', 'usability', 'interface', 'user', 'accessibility'],
            'Product': ['features', 'roadmap', 'prioritization', 'strategy'],
        }

    def generate_company_okrs(self, strategy: str, metrics: Dict) -> Dict:
        """Generate company-level OKRs based on strategy"""

        if strategy not in self.okr_templates:
            strategy = 'growth'

        template = self.okr_templates[strategy]

        company_okrs = {
            'level': 'Company',
            'quarter': self._get_current_quarter(),
            'strategy': strategy,
            'objectives': []
        }

        for i in range(min(3, len(template['objectives']))):
            obj = {
                'id': f'CO-{i+1}',
                'title': template['objectives'][i],
                'key_results': [],
                'owner': 'CEO',
                'status': 'draft'
            }

            for j in range(3):
                if j < len(template['key_results']):
                    kr_template = template['key_results'][j]
                    kr = {
                        'id': f'CO-{i+1}-KR{j+1}',
                        'title': self._fill_metrics(kr_template, metrics),
                        'current': metrics.get('current', 0),
                        'target': metrics.get('target', 100),
                        'unit': self._extract_unit(kr_template),
                        'status': 'not_started'
                    }
                    obj['key_results'].append(kr)

            company_okrs['objectives'].append(obj)

        return company_okrs

    def cascade_to_product(self, company_okrs: Dict) -> Dict:
        """Cascade company OKRs to product organization"""

        product_okrs = {
            'level': 'Product',
            'quarter': company_okrs['quarter'],
            'parent': 'Company',
            'contribution': self.product_contribution,
            'objectives': []
        }

        for company_obj in company_okrs['objectives']:
            product_obj = {
                'id': f'PO-{company_obj["id"].split("-")[1]}',
                'title': self._translate_to_product(company_obj['title']),
                'parent_objective': company_obj['id'],
                'key_results': [],
                'owner': 'Head of Product',
                'status': 'draft'
            }

            for kr in company_obj['key_results']:
                product_kr = {
                    'id': f'PO-{product_obj["id"].split("-")[1]}-KR{kr["id"].split("KR")[1]}',
                    'title': self._translate_kr_to_product(kr['title']),
                    'contributes_to': kr['id'],
                    'current': kr['current'],
                    'target': kr['target'] * self.product_contribution,
                    'unit': kr['unit'],
                    'contribution_pct': self.product_contribution * 100,
                    'status': 'not_started'
                }
                product_obj['key_results'].append(product_kr)

            product_okrs['objectives'].append(product_obj)

        return product_okrs

    def cascade_to_teams(self, product_okrs: Dict) -> List[Dict]:
        """Cascade product OKRs to individual teams"""

        team_okrs = []
        team_contribution = 1.0 / len(self.teams) if self.teams else 0.25

        for team in self.teams:
            team_okr = {
                'level': 'Team',
                'team': team,
                'quarter': product_okrs['quarter'],
                'parent': 'Product',
                'contribution': team_contribution,
                'objectives': []
            }

            for product_obj in product_okrs['objectives']:
                if self._is_relevant_for_team(product_obj['title'], team):
                    team_obj = {
                        'id': f'{team[:3].upper()}-{product_obj["id"].split("-")[1]}',
                        'title': self._translate_to_team(product_obj['title'], team),
                        'parent_objective': product_obj['id'],
                        'key_results': [],
                        'owner': f'{team} PM',
                        'status': 'draft'
                    }

                    for kr in product_obj['key_results'][:2]:
                        team_kr = {
                            'id': f'{team[:3].upper()}-{team_obj["id"].split("-")[1]}-KR{kr["id"].split("KR")[1]}',
                            'title': self._translate_kr_to_team(kr['title'], team),
                            'contributes_to': kr['id'],
                            'current': kr['current'],
                            'target': kr['target'] * team_contribution,
                            'unit': kr['unit'],
                            'status': 'not_started'
                        }
                        team_obj['key_results'].append(team_kr)

                    team_okr['objectives'].append(team_obj)

            if team_okr['objectives']:
                team_okrs.append(team_okr)

        return team_okrs

    def generate_okr_dashboard(self, all_okrs: Dict) -> str:
        """Generate OKR dashboard view"""

        dashboard = ["=" * 60]
        dashboard.append("OKR CASCADE DASHBOARD")
        dashboard.append(f"Quarter: {all_okrs.get('quarter', 'Q1 2025')}")
        dashboard.append(f"Strategy: {all_okrs.get('strategy', 'growth').upper()}")
        dashboard.append(f"Teams: {', '.join(self.teams)}")
        dashboard.append(f"Product Contribution: {self.product_contribution * 100:.0f}%")
        dashboard.append("=" * 60)

        # Company OKRs
        if 'company' in all_okrs:
            dashboard.append("\n🏢 COMPANY OKRS\n")
            for obj in all_okrs['company']['objectives']:
                dashboard.append(f"📌 {obj['id']}: {obj['title']}")
                for kr in obj['key_results']:
                    dashboard.append(f"   └─ {kr['id']}: {kr['title']}")

        # Product OKRs
        if 'product' in all_okrs:
            dashboard.append("\n🚀 PRODUCT OKRS\n")
            for obj in all_okrs['product']['objectives']:
                dashboard.append(f"📌 {obj['id']}: {obj['title']}")
                dashboard.append(f"   ↳ Supports: {obj.get('parent_objective', 'N/A')}")
                for kr in obj['key_results']:
                    dashboard.append(f"   └─ {kr['id']}: {kr['title']}")

        # Team OKRs
        if 'teams' in all_okrs:
            dashboard.append("\n👥 TEAM OKRS\n")
            for team_okr in all_okrs['teams']:
                dashboard.append(f"\n{team_okr['team']} Team:")
                for obj in team_okr['objectives']:
                    dashboard.append(f"  📌 {obj['id']}: {obj['title']}")
                    for kr in obj['key_results']:
                        dashboard.append(f"     └─ {kr['id']}: {kr['title']}")

        # Alignment Matrix
        dashboard.append("\n\n📊 ALIGNMENT MATRIX\n")
        dashboard.append("Company → Product → Teams")
        dashboard.append("-" * 40)

        if 'company' in all_okrs and 'product' in all_okrs:
            for c_obj in all_okrs['company']['objectives']:
                dashboard.append(f"\n{c_obj['id']}")
                for p_obj in all_okrs['product']['objectives']:
                    if p_obj.get('parent_objective') == c_obj['id']:
                        dashboard.append(f"  ├─ {p_obj['id']}")
                        if 'teams' in all_okrs:
                            for team_okr in all_okrs['teams']:
                                for t_obj in team_okr['objectives']:
                                    if t_obj.get('parent_objective') == p_obj['id']:
                                        dashboard.append(f"    └─ {t_obj['id']} ({team_okr['team']})")

        return "\n".join(dashboard)

    def calculate_alignment_score(self, all_okrs: Dict) -> Dict:
        """Calculate alignment score across OKR cascade"""

        scores = {
            'vertical_alignment': 0,
            'horizontal_alignment': 0,
            'coverage': 0,
            'balance': 0,
            'overall': 0
        }

        # Vertical alignment: How well each level supports the above
        total_objectives = 0
        aligned_objectives = 0

        if 'product' in all_okrs:
            for obj in all_okrs['product']['objectives']:
                total_objectives += 1
                if 'parent_objective' in obj:
                    aligned_objectives += 1

        if 'teams' in all_okrs:
            for team in all_okrs['teams']:
                for obj in team['objectives']:
                    total_objectives += 1
                    if 'parent_objective' in obj:
                        aligned_objectives += 1

        if total_objectives > 0:
            scores['vertical_alignment'] = round((aligned_objectives / total_objectives) * 100, 1)

        # Horizontal alignment: How well teams coordinate
        if 'teams' in all_okrs and len(all_okrs['teams']) > 1:
            shared_objectives = set()
            for team in all_okrs['teams']:
                for obj in team['objectives']:
                    parent = obj.get('parent_objective')
                    if parent:
                        shared_objectives.add(parent)

            scores['horizontal_alignment'] = min(100, len(shared_objectives) * 25)

        # Coverage: How much of company OKRs are covered
        if 'company' in all_okrs and 'product' in all_okrs:
            company_krs = sum(len(obj['key_results']) for obj in all_okrs['company']['objectives'])
            covered_krs = sum(len(obj['key_results']) for obj in all_okrs['product']['objectives'])
            if company_krs > 0:
                scores['coverage'] = round((covered_krs / company_krs) * 100, 1)

        # Balance: Distribution across teams
        if 'teams' in all_okrs:
            objectives_per_team = [len(team['objectives']) for team in all_okrs['teams']]
            if objectives_per_team:
                avg_objectives = sum(objectives_per_team) / len(objectives_per_team)
                variance = sum((x - avg_objectives) ** 2 for x in objectives_per_team) / len(objectives_per_team)
                scores['balance'] = round(max(0, 100 - variance * 10), 1)

        # Overall score
        scores['overall'] = round(sum([
            scores['vertical_alignment'] * 0.4,
            scores['horizontal_alignment'] * 0.2,
            scores['coverage'] * 0.2,
            scores['balance'] * 0.2
        ]), 1)

        return scores

    def _get_current_quarter(self) -> str:
        """Get current quarter"""
        now = datetime.now()
        quarter = (now.month - 1) // 3 + 1
        return f"Q{quarter} {now.year}"

    def _fill_metrics(self, template: str, metrics: Dict) -> str:
        """Fill template with actual metrics"""
        result = template
        for key, value in metrics.items():
            result = result.replace(f'{{{key}}}', str(value))
        return result

    def _extract_unit(self, kr_template: str) -> str:
        """Extract measurement unit from KR template"""
        if '%' in kr_template:
            return '%'
        elif '$' in kr_template:
            return '$'
        elif 'days' in kr_template.lower():
            return 'days'
        elif 'score' in kr_template.lower():
            return 'points'
        return 'count'

    def _translate_to_product(self, company_objective: str) -> str:
        """Translate company objective to product objective"""
        translations = {
            'Accelerate user acquisition': 'Build viral product features',
            'Achieve product-market fit': 'Validate product hypotheses',
            'Build sustainable growth': 'Create product-led growth loops',
            'Create lasting customer value': 'Design sticky user experiences',
            'Drive sustainable revenue': 'Optimize product monetization',
            'Lead the market through': 'Ship innovative features to',
            'Improve organizational': 'Improve product delivery'
        }

        for key, value in translations.items():
            if key in company_objective:
                return company_objective.replace(key, value)
        return f"Product: {company_objective}"

    def _translate_kr_to_product(self, kr: str) -> str:
        """Translate KR to product context"""
        product_terms = {
            'MAU': 'product MAU',
            'growth rate': 'feature adoption rate',
            'CAC': 'product onboarding efficiency',
            'retention': 'product retention',
            'NPS': 'product NPS',
            'ARR': 'product-driven revenue',
            'churn': 'product churn'
        }

        result = kr
        for term, replacement in product_terms.items():
            if term in result:
                result = result.replace(term, replacement)
                break
        return result

    def _translate_to_team(self, objective: str, team: str) -> str:
        """Translate objective to team context"""
        team_focus = {
            'Growth': 'acquisition and activation',
            'Platform': 'infrastructure and reliability',
            'Mobile': 'mobile experience',
            'Data': 'analytics and insights',
            'Engineering': 'technical delivery',
            'Design': 'user experience',
            'Product': 'product strategy'
        }

        focus = team_focus.get(team, 'delivery')
        return f"{objective} through {focus}"

    def _translate_kr_to_team(self, kr: str, team: str) -> str:
        """Translate KR to team context"""
        return f"[{team}] {kr}"

    def _is_relevant_for_team(self, objective: str, team: str) -> bool:
        """Check if objective is relevant for team"""
        keywords = self.team_relevance.get(team, [])
        objective_lower = objective.lower()

        # Platform is always relevant (infrastructure supports everything)
        if team == 'Platform':
            return True

        return any(keyword in objective_lower for keyword in keywords)


def parse_teams(teams_str: str) -> List[str]:
    """Parse comma-separated team string into list"""
    if not teams_str:
        return None
    return [t.strip() for t in teams_str.split(',') if t.strip()]


def main():
    parser = argparse.ArgumentParser(
        description='Generate OKR cascade from company strategy to team level',
        formatter_class=argparse.RawDescriptionHelpFormatter,
        epilog="""
Examples:
  # Generate growth strategy OKRs with default teams
  python okr_cascade_generator.py growth

  # Custom teams
  python okr_cascade_generator.py retention --teams "Engineering,Design,Data,Growth"

  # Custom product contribution percentage
  python okr_cascade_generator.py revenue --contribution 0.4

  # JSON output
  python okr_cascade_generator.py innovation --json

  # All options combined
  python okr_cascade_generator.py operational --teams "Core,Platform" --contribution 0.5 --json
        """
    )

    parser.add_argument(
        'strategy',
        nargs='?',
        choices=['growth', 'retention', 'revenue', 'innovation', 'operational'],
        default='growth',
        help='Strategy type (default: growth)'
    )

    parser.add_argument(
        '--teams', '-t',
        type=str,
        help='Comma-separated list of team names (default: Growth,Platform,Mobile,Data)'
    )

    parser.add_argument(
        '--contribution', '-c',
        type=float,
        default=0.3,
        help='Product contribution to company OKRs as decimal (default: 0.3 = 30%%)'
    )

    parser.add_argument(
        '--json', '-j',
        action='store_true',
        help='Output as JSON instead of dashboard'
    )

    parser.add_argument(
        '--metrics', '-m',
        type=str,
        help='Metrics as JSON string (default: sample metrics)'
    )

    args = parser.parse_args()

    # Parse teams
    teams = parse_teams(args.teams)

    # Parse metrics
    if args.metrics:
        metrics = json.loads(args.metrics)
    else:
        metrics = {
            'current': 100000,
            'target': 150000,
            'current_revenue': 10,
            'target_revenue': 15,
            'current_nps': 40,
            'target_nps': 60
        }

    # Validate contribution
    if not 0 < args.contribution <= 1:
        print("Error: Contribution must be between 0 and 1")
        return 1

    # Generate OKRs
    generator = OKRGenerator(teams=teams, product_contribution=args.contribution)

    company_okrs = generator.generate_company_okrs(args.strategy, metrics)
    product_okrs = generator.cascade_to_product(company_okrs)
    team_okrs = generator.cascade_to_teams(product_okrs)

    all_okrs = {
        'quarter': company_okrs['quarter'],
        'strategy': args.strategy,
        'company': company_okrs,
        'product': product_okrs,
        'teams': team_okrs
    }

    alignment = generator.calculate_alignment_score(all_okrs)

    if args.json:
        all_okrs['alignment_scores'] = alignment
        all_okrs['config'] = {
            'teams': generator.teams,
            'product_contribution': generator.product_contribution
        }
        print(json.dumps(all_okrs, indent=2))
    else:
        dashboard = generator.generate_okr_dashboard(all_okrs)
        print(dashboard)

        print("\n\n🎯 ALIGNMENT SCORES")
        print("-" * 40)
        for metric, score in alignment.items():
            status = "✓" if score >= 80 else "!" if score >= 60 else "✗"
            print(f"{status} {metric.replace('_', ' ').title()}: {score}%")

        if alignment['overall'] >= 80:
            print("\n✅ Overall alignment is GOOD (≥80%)")
        elif alignment['overall'] >= 60:
            print("\n⚠️  Overall alignment NEEDS ATTENTION (60-80%)")
        else:
            print("\n❌ Overall alignment is POOR (<60%)")


if __name__ == "__main__":
    main()

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FAQ

What does the product-strategist OKR template include?

product-strategist provides an OKR Planning Template with quarter, team, owner, status, company objective, product objectives, key results with baseline and target columns, and tracking cadence fields.

Can agents execute against product-strategist output?

product-strategist is designed to produce structured OKRs and linked initiatives with measurable key results so AI agents can prioritize and execute tasks aligned to quarterly goals.

Is Product Strategist safe to install?

skills.sh reports 3 of 3 security scanners passed. Review the Security Audits panel on this page before installing in production.

Productivity & Planningpmworkflow

About

Product Strategist by the numbers

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How do you turn product vision into quarterly OKRs?

Who is it for?

When should I use this skill?

What you get

Files

Product Strategist

Core Capabilities

Quick Start

Workflow: Quarterly Strategic Planning

Step 1: Define Strategic Focus

Step 2: Gather Input Metrics

Step 3: Configure Teams & Run Generator

Step 4: Review Alignment Scores

Step 5: Refine, Validate, and Export

OKR Cascade Generator

Usage

Configuration Options

Output Examples

Dashboard Output (growth strategy)

JSON Output (retention --json, truncated)

Reference Documents

Best Practices

OKR Cascade

Alignment Scoring

Team Configuration

Related Skills

OKR Planning Template

Planning Info

Company Objective

Product Objective 1: [Objective Title]

Key Results

Initiatives

Product Objective 2: [Objective Title]

Key Results

Initiatives

Product Objective 3: [Objective Title]

Key Results

Initiatives

Tracking

Weekly Check-In Format

Monthly Review Format

End-of-Quarter Scoring

OKR Cascade Framework

Table of Contents

What Are OKRs

Components

OKR Formula

Example

The Cascade Model

Cascade Structure

Contribution Model

Alignment Types

Writing Effective Objectives

The 3 Cs of Objectives

Objective Templates by Strategy

Objective Anti-Patterns

Defining Key Results

Key Result Anatomy

Key Result Types

Metric Categories

Key Result Scoring

Alignment Scoring

Scoring Dimensions

Alignment Score Interpretation

Target Benchmarks

Common Pitfalls

OKR Anti-Patterns

Warning Signs

OKR Cadence

Quarterly Rhythm

Check-in Format

Annual Alignment

Quick Reference

OKR Checklist

Strategy Types for OKR Generation

Table of Contents

Strategy Selection Guide

Dashboard Output (`growth` strategy)

JSON Output (`retention --json`, truncated)