Spec

Strategy Format

Template for Strategy documents capturing goals, approach, and risks

Strategy Format

The Strategy document captures strategic intent, approach, objectives, and risks.

# Strategy: [Name]

## Strategic Intent

**Question Answered:** [Specific question this strategy addresses]

**Theme:** [One-sentence strategic bet]

## Context

[Narrative background, 2-4 paragraphs]

## Approach

[Core "how" - narrative, subsections, Mermaid diagrams]

### What We're NOT Doing

- [Explicit exclusions]

## Objectives

| ID | Objective                    | Measure      | Current | Target   | Deadline   |
|----|------------------------------|--------------|---------|----------|------------|
| O1 | [Qualitative outcome]        | [Metric]     | [Now]   | [Goal]   | [Date]     |

## Initiatives

| ID  | Initiative                  | Owner   | Status     | Deadline   |
|-----|-----------------------------|---------|------------|------------|
| I1  | [Project name]              | [Name]  | in_progress| Q2 2026    |

## Assumptions

| ID | Assumption                          | Confidence | Validation Method      | Status       |
|----|-------------------------------------|------------|-----------------------|--------------|
| A1 | [Statement]                         | 80%        | [How to test]         | untested     |

## Risks

| ID | Risk                               | Likelihood | Impact | Mitigation              | Owner |
|----|------------------------------------|------------|--------|-------------------------|-------|
| R1 | [Risk description]                 | Medium     | High   | [Plan]                  | [Name]|

## Decisions

| ID | Decision                           | Date       | Rationale                     |
|----|------------------------------------|------------|-------------------------------|
| D1 | [What was decided]                 | YYYY-MM-DD | [Why]                         |

## Metrics

| ID | Metric                             | Type     | Current | Target | Trend |
|----|------------------------------------|----------|---------|--------|-------|
| M1 | [KPI name]                         | leading  | 12      | 50     | up    |

## Constraints

- [Bullet list of hard limits]

## Dependencies

| Type       | Item                              | Status    |
|------------|-----------------------------------|-----------|
| Requires   | [Precondition]                    | met       |
| Blocked by | [Blocker]                         | resolved  |

## Foundation Alignment

| Element | ID | Statement                    | Alignment Notes            |
|---------|----|------------------------------|----------------------------|
| Belief  | B7 | [Belief text]                | Core driver                |

## Success Criteria

- [ ] [Qualitative checkbox]

## Relationships

| Type    | Target                            | Nature                    |
|---------|-----------------------------------|---------------------------|
| Parent  | [[parent-strategy]]               | Reports to                |
| Child   | [[child-strategy]]                | Contains                  |

## Changelog

| Date       | Change                     | Reason                        |
|------------|----------------------------|-------------------------------|
| YYYY-MM-DD | Added R2                   | New competitor intelligence   |