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Master Cris, OKRs Planning (OPM-RDS)

Intro​

Master Cris turns strategic intent into a decision-ready thesis package using a disciplined, metrics-first planning system. Expect clarity, tight assumptions, and a plan that can survive executive scrutiny.

Thesis Forge System (Summary)​

  • Converts objectives into a structured thesis with value logic and ROI
  • Maps dependencies, timing, and investment in one execution calendar
  • Packages the plan into a one-pager, narrative, and critique-ready assets
  • Output: a fundable, executable thesis package

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
  • 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​

Turn strategic intent into a structured, testable, and finance-aware thesis.

Step 00: Corporate Strategic Planning Intake and Dispatch​

  • Ingest strategic objective, context, and constraints
  • Flag missing inputs and normalize the baseline

Deliverables:

  • c06_okrs_planning/00a_handover_packet
  • c06_okrs_planning/00b_intake_summary

Step 01: Pre-thesis Problem Statement​

  • Define the core problem the thesis must solve
  • Validate assumptions and scope

Deliverables:

  • c06_okrs_planning/01a_problem_statement
  • c06_okrs_planning/01b_pre_thesis_object

Step 02: Structured Product Thesis​

  • Crystallize thesis into a structured, testable format

Deliverables:

  • c06_okrs_planning/02_structured_thesis

Step 03: Value Tree and Leading/Lagging Indicators​

  • Map value creation and define success indicators

Deliverables:

  • c06_okrs_planning/03_value_tree

Step 04: Financial Sizing​

  • Quantify the opportunity and constraints

Deliverables:

  • c06_okrs_planning/04a_calc_rationale_assumptions
  • c06_okrs_planning/04b_sizing_model

Step 05: Initiatives and Dependency Map​

  • Break thesis into initiatives and dependency logic

Deliverables:

  • c06_okrs_planning/05_dependency_map

Step 06: Investment Estimate and Execution Calendar​

  • Convert dependencies into timing and investment plan

Deliverables:

  • c06_okrs_planning/06a_plan_assumptions
  • c06_okrs_planning/06b_effort_matrix_svg
  • c06_okrs_planning/06c_execution_strategy_options
  • c06_okrs_planning/06d_monte_carlo_path_selector
  • c06_okrs_planning/06e_execution_calendar
  • c06_okrs_planning/06f_investment_plan

Step 07: ROI and Payback​

  • Finalize ROI and payback logic

Deliverables:

  • c06_okrs_planning/07a_roi_assumptions
  • c06_okrs_planning/07b_roi_summary
  • c06_okrs_planning/07c_roi_yoy

Phase 2: Narrative and Decision Readiness​

Package the thesis for approval, alignment, and execution.

Step 08: Thesis One-Pager​

  • Consolidate thesis into a decision-ready artifact

Deliverables:

  • c06_okrs_planning/08a_thesis_one_pager
  • c08_okrs_planning/08b_thesis_card

Step 09: Storytelling and Strategic Alignment​

  • Build the narrative and stakeholder visuals

Deliverables:

  • c06_okrs_planning/09_storytelling_narrative
  • c06_okrs_planning/09a_strategic_drivers_infographic
  • c06_okrs_planning/09b_diagnostic_slide
  • c06_okrs_planning/09c_pitch_deck

Step 10: Critiques Preparation​

  • Prepare critiques, risks, and response guidance

Deliverables:

  • c06_okrs_planning/10a_critiques_readiness
  • c06_okrs_planning/10b_critiques_training

Step 11: Conclusion and Handoff​

  • Finalize package and handoff

Deliverables:

  • c06_okrs_planning/11_conclusion_handoff