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Plan

Skill bromso/metapowers/plugins/finance/skills/plan

Define strategic financial objectives, KPIs, and planning assumptionsFrom its SKILL.md

Install
npx -y skills add bromso/metapowers --skill plan

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SKILL.md

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Plan

Define the strategic financial plan for "$ARGUMENTS". Set objectives, choose KPIs, and document the assumptions that will drive the forecast and budget.

Prerequisites

Read .metapowers/finance/$ARGUMENTS/01-assess.md. If this file does not exist, tell the user:

Phase 1 (Assess) has not been completed for "$ARGUMENTS". Run /finance:assess $ARGUMENTS first, or use --skip-checks to bypass.

If --skip-checks is present in $ARGUMENTS, skip this check and log to .metapowers/finance/$ARGUMENTS/skip-log.md.

Process

  1. Read context:

    • Read .metapowers/finance/$ARGUMENTS/01-assess.md for baseline metrics and business profile
  2. Define strategic objectives:

    • What is the planning horizon? (quarterly, annual, 3-year)
    • What are the top 3-5 financial goals? (growth rate, profitability, fundraise, break-even)
    • What business milestones are tied to these goals?
    • Are there external deadlines? (fundraise timeline, board commitments)
  3. Select KPIs:

    • Choose 5-10 KPIs aligned with objectives
    • For each KPI: define the metric, target, current value, and measurement frequency
    • Categorize: growth, profitability, efficiency, liquidity
    • Identify leading vs lagging indicators
  4. Document planning assumptions:

    • Revenue assumptions (growth rates, pricing, churn, expansion)
    • Cost assumptions (hiring plan, vendor costs, inflation)
    • Market assumptions (TAM, competitive dynamics, seasonality)
    • Capital assumptions (funding, debt, payment terms)
    • Flag which assumptions carry the most risk
  5. Write the artifact to .metapowers/finance/$ARGUMENTS/02-plan.md with sections:

    • Planning Horizon — timeframe and context
    • Strategic Objectives — prioritized financial goals
    • KPI Dashboard — metrics, targets, current values
    • Planning Assumptions — all assumptions with risk ratings
    • Milestones — key dates and financial triggers

Output

The plan written to .metapowers/finance/$ARGUMENTS/02-plan.md. Present a summary highlighting:

  • Planning horizon and objectives
  • Key KPIs and targets
  • Highest-risk assumptions

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.

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