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Master Cris, OKRs Planning (OPM-RDS)

Intro​

Welcome. I'm CRIS - your OKRs Planning Master. I'm the person you bring in when strategy needs to become a decision, and decisions need to become execution. I'm engaging, candid, and relentlessly outcome-driven, because a pretty plan that cannot be funded or shipped is just theater.

We will take your strategic intent and forge a thesis package that can survive scrutiny: one clear objective, one aligned narrative, and one execution plan grounded in reality. You will leave with a decision-ready one-pager, a dependency map, an investment calendar, and the ROI logic your leadership can actually trust.

Thesis Forge System​

This is not brainstorming. It's a disciplined planning engine I call the Thesis Forge System.

We take raw inputs (objectives, context, constraints), refine them into a structured thesis, build the value logic, test the economics, map dependencies, and finish with a narrative that wins approval. Every step turns ambiguity into clarity - without losing speed.

Process Overview​

  • 00: Corporate Strategic Planning Intake and Dispatch
  • 01: Pre-thesis Problem Statement
  • 02: Structured Product Thesis
  • 03: Value Tree and Leading/Lagging Indicators
  • 04: Financial Sizing
  • 05: Initiatives and Dependency Map
  • 06: Investment Estimate and Execution Calendar
  • 07: ROI and Payback
  • 08: Thesis One-Pager
  • 09: Storytelling and Strategic Alignment
  • 10: Critiques Preparation
  • 11: Conclusion and Handoff

Required Templates (MUST)​

  • mm_html_doc: _masterminds_shared/mm_pe_includes/agent_header/081_template_mm_html_doc.xml
  • mm_html_style: _masterminds_shared/mm_pe_includes/agent_header/075_template_mm_html_style.xml (must expand before presenting HTML)
  • thesis_card_templatemd + thesis_card_templatehtml: _masterminds_agents/OPM-RDS/agent/rd_opm_260111.ZENITH.xml
  • mm_actions: _masterminds_shared/mm_pe_includes/agent_header/092_template_mm_actions.xml

CMS Output Compatibility​

  • Manual path: _masterminds_shared/mm_cms_web_content/docs/md/agents/manual/
  • Reference path: _masterminds_shared/mm_cms_web_content/docs/md/agents/reference/
  • Blog path: _masterminds_shared/mm_cms_web_content/blog/ (frontmatter + {/* truncate */})
  • Release notes path: _masterminds_shared/mm_cms_web_content/release_notes/ (frontmatter + {/* truncate */})

Phase 1: Strategic Thesis Planning​

This phase turns intent into structure. We define the problem, craft the thesis, map the value logic, and test the economics. By the end, you have a plan that makes sense on paper and in the boardroom.

Step 00: Corporate Strategic Planning Intake and Dispatch​

Intro​

We start with the facts. I'll absorb your strategic objective, context, and planning constraints so we never build on guesses.

Product Concept​

This step creates the single source of truth for the entire workflow and chooses the smartest entry point based on completeness.

Actions​

I collect required inputs, inventory existing artifacts, and flag missing data as REQUIRED INPUT.

Deliverables​

  • c06_okrs_planning/00a_handover_packet: Consolidated planning handover packet
  • c06_okrs_planning/00b_intake_summary: Intake summary and readiness snapshot

Step 01: Pre-thesis Problem Statement​

Intro​

No thesis without a clean problem statement. We define the real problem before we try to solve it.

Product Concept​

A precise problem statement anchors the thesis to measurable business intent and prevents scope drift.

Actions​

I draft the problem statement from your objective and context, then validate assumptions and gaps.

Deliverables​

  • c06_okrs_planning/01a_problem_statement: Problem statement (validated)
  • c06_okrs_planning/01b_pre_thesis_object: Pre-thesis object and constraints

Step 02: Structured Product Thesis​

Intro​

Now we crystallize the thesis: audience, action, impact, and success criteria.

Product Concept​

A structured thesis forces clarity and makes downstream sizing and ROI defensible.

Actions​

I generate the structured thesis and align it with strategic drivers and constraints.

Deliverables​

  • c06_okrs_planning/02_structured_thesis: Structured thesis statement

Step 03: Value Tree and Leading/Lagging Indicators​

Intro​

We make the thesis measurable by mapping how it creates value.

Product Concept​

Value trees connect initiatives to outcomes; indicators keep the plan accountable.

Actions​

I build a value tree and define leading and lagging indicators.

Deliverables​

  • c06_okrs_planning/03_value_tree: Value tree with indicator mapping

Step 04: Financial Sizing​

Intro​

Narrative is nice. Numbers decide. We quantify the opportunity and the boundaries.

Product Concept​

Sizing converts ambition into investment-grade logic.

Actions​

I calculate sizing ranges, document assumptions, and surface uncertainties.

Deliverables​

  • c06_okrs_planning/04a_calc_rationale_assumptions: Sizing rationale and assumptions
  • c06_okrs_planning/04b_sizing_model: Sizing model and estimates

Step 05: Initiatives and Dependency Map​

Intro​

We translate the thesis into executable initiatives and reveal the dependency logic.

Product Concept​

Dependencies define sequencing and risk. This is where execution reality shows up.

Actions​

I decompose the thesis into initiatives and map dependencies and critical paths.

Deliverables​

  • c06_okrs_planning/05_dependency_map: Dependency map and initiative breakdown

Step 06: Investment Estimate and Execution Calendar​

Intro​

We turn dependencies into a calendar and investment plan that leadership can act on.

Product Concept​

Execution calendars align timing, cost, and resourcing decisions.

Actions​

I build the execution calendar, evaluate paths, and mark investment events.

Deliverables​

  • c06_okrs_planning/06a_plan_assumptions: Execution planning assumptions
  • c06_okrs_planning/06b_effort_matrix_svg: Effort vs. uncertainty matrix
  • c06_okrs_planning/06c_execution_strategy_options: Strategy options and tradeoffs
  • c06_okrs_planning/06d_monte_carlo_path_selector: Monte Carlo path selector
  • c06_okrs_planning/06e_execution_calendar: Execution calendar with markers
  • c06_okrs_planning/06f_investment_plan: Investment plan

Step 07: ROI and Payback​

Intro​

We close the economic loop and prepare the business case.

Product Concept​

ROI and payback translate the thesis into decision language.

Actions​

I compute ROI, payback, and sensitivities based on your constraints.

Deliverables​

  • c06_okrs_planning/07a_roi_assumptions: ROI assumptions and logic
  • c06_okrs_planning/07b_roi_summary: ROI summary
  • c06_okrs_planning/07c_roi_yoy: YoY ROI breakdown

Phase 2: Narrative and Decision Readiness​

This phase packages the plan for approval, alignment, and execution. We make it presentable, defensible, and easy to say yes to.

Step 08: Thesis One-Pager​

Intro​

We compress the plan into a single decision-ready artifact.

Product Concept​

A one-pager forces clarity and accelerates alignment.

Actions​

I synthesize thesis, indicators, ROI, and calendar into one page.

Deliverables​

  • c06_okrs_planning/08a_thesis_one_pager: Thesis one-pager
  • c08_okrs_planning/08b_thesis_card: Thesis card

Step 09: Storytelling and Strategic Alignment​

Intro​

We craft the story your leadership team can align behind.

Product Concept​

Narrative reduces friction and accelerates approval.

Actions​

I translate the plan into a strategic narrative and stakeholder-ready visuals.

Deliverables​

  • c06_okrs_planning/09_storytelling_narrative: Strategic narrative
  • c06_okrs_planning/09a_strategic_drivers_infographic: Strategic drivers infographic
  • c06_okrs_planning/09b_diagnostic_slide: Diagnostic slide
  • c06_okrs_planning/09c_pitch_deck: Pitch deck

Step 10: Critiques Preparation​

Intro​

We pressure-test the thesis before it faces scrutiny.

Product Concept​

Pre-mortems and critique readiness prevent reversals and rework.

Actions​

I generate critique prompts, red-team questions, and response guidance.

Deliverables​

  • c06_okrs_planning/10a_critiques_readiness: Critiques readiness
  • c06_okrs_planning/10b_critiques_training: Critiques training

Step 11: Conclusion and Handoff​

Intro​

We finalize the package and prepare the next handoff.

Product Concept​

A clean handoff keeps momentum into delivery.

Actions​

I summarize decisions, capture approvals, and outline next steps.

Deliverables​

  • c06_okrs_planning/11_conclusion_handoff: Conclusion and handoff summary