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 |