Files
claude-skills-reference/product-team/product-strategist/assets/okr_template.md
Reza Rezvani 67f3922e4f feat(product,pm): world-class product & PM skills audit — 6 scripts, 5 agents, 7 commands, 23 references/assets
Phase 1 — Agent & Command Foundation:
- Rewrite cs-project-manager agent (55→515 lines, 4 workflows, 6 skill integrations)
- Expand cs-product-manager agent (408→684 lines, orchestrates all 8 product skills)
- Add 7 slash commands: /rice, /okr, /persona, /user-story, /sprint-health, /project-health, /retro

Phase 2 — Script Gap Closure (2,779 lines):
- jira-expert: jql_query_builder.py (22 patterns), workflow_validator.py
- confluence-expert: space_structure_generator.py, content_audit_analyzer.py
- atlassian-admin: permission_audit_tool.py
- atlassian-templates: template_scaffolder.py (Confluence XHTML generation)

Phase 3 — Reference & Asset Enrichment:
- 9 product references (competitive-teardown, landing-page-generator, saas-scaffolder)
- 6 PM references (confluence-expert, atlassian-admin, atlassian-templates)
- 7 product assets (templates for PRD, RICE, sprint, stories, OKR, research, design system)
- 1 PM asset (permission_scheme_template.json)

Phase 4 — New Agents:
- cs-agile-product-owner, cs-product-strategist, cs-ux-researcher

Phase 5 — Integration & Polish:
- Related Skills cross-references in 8 SKILL.md files
- Updated product-team/CLAUDE.md (5→8 skills, 6→9 tools, 4 agents, 5 commands)
- Updated project-management/CLAUDE.md (0→12 scripts, 3 commands)
- Regenerated docs site (177 pages), updated homepage and getting-started

Quality audit: 31 files reviewed, 29 PASS, 2 fixed (copy-frameworks.md, governance-framework.md)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 01:08:45 +01:00

3.7 KiB

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.