Goals & KPIs Skill

A strategic AI-powered skill for defining, cascading, measuring, and reviewing business goals and KPIs.

NEW in v1.3: Now features a discovery-first, consultative approach — asks qualifying questions to understand your context before recommending frameworks. Plus optimized for companies of all sizes — from 5-person startups to 5,000-person enterprises — with quick-start guides, before/after examples, case studies, and tool integrations.

Quick Start

Installation

Via skills CLI (Recommended):

npx skills add thierryteisseire/business_skills --skill goals-and-kpis -y -g

Or use the shorthand:

npx skills add thierryteisseire/business_skills/skills/goals-and-kpis -y

Or via one-line install:

curl -fsSL https://raw.githubusercontent.com/thierryteisseire/business_skills/main/install-skill.sh | bash -s goals-and-kpis

Or via npm:

npm install -g @thierryteisseire/goals-and-kpis

Usage

# In Claude Code
/goals-and-kpis

Overview

This skill focuses on the goal-setting and measurement discipline that every business function needs. While the companion Sales Operations Setup skill covers sales infrastructure end-to-end, this skill zooms in on:

• Choosing the right goal framework (OKR, SMART, BSC, V2MOM, 4DX, EOS Rocks, Goal Map)
• Quick-start for small companies (5-50 people) — 30-minute setup with simple OKRs
• Designing KPIs with formulas, targets, and RAG thresholds
• Building a Goal Map — aligning Purpose, BIG Goals, Measurable Goals, Risks, and Assumptions across every function
• Creating a Metrics Map — an operational KPI registry with targets, data sources, and measurement frequencies
• Cascading goals from company → department → team → individual
• Building dashboards that drive action (with tool integrations for Google Sheets, Notion, Asana, Tableau, etc.)
• Running review cadences that keep goals alive
• Learning from mistakes — 20+ anti-pattern examples with before/after fixes
• Real-world case studies — 3 stories showing successes and failures
• Diagnosing why goals aren't being met

What's Included

Core Skill

• SKILL.md — Main skill prompt with comprehensive goal-setting and KPI guidance

Reference Materials

• discovery-questions.md ⭐ NEW in v1.3 — 50+ discovery questions, decision trees, and red flags for consultative goal-setting. Use this FIRST before prescribing solutions.
• small-company-quick-start.md ⭐ NEW in v1.1 — Complete guide for 5-50 person companies: Simple OKRs, 30-min setup, 15-min check-ins, Google Sheets templates, real examples
• okr-anti-patterns.md ⭐ NEW — 20+ before/after examples showing common mistakes (vague objectives, activity KRs, too many goals) and how to fix them
• case-studies.md ⭐ NEW — 3 real-world stories: 18-person startup OKR success, 75-person cascade alignment, 35-person agency failure→turnaround
• tool-integrations.md ⭐ NEW — How to implement in Google Sheets, Notion, Asana, Lattice, Tableau, Metabase with templates and code examples
• kpi-library.md — 90+ KPIs across Sales, Marketing, Product, Technology, CS, Finance, and HR with formulas, targets, benchmarks, and owner suggestions
• framework-comparison.md — Side-by-side comparison of 7 goal-setting frameworks (incl. Goal Map) with decision matrix and hybrid approaches
• leading-vs-lagging.md — Deep reference on leading vs. lagging indicators — the most critical concept in KPI design

Templates

• okr-template.md — Ready-to-use OKR templates at company, department, and individual levels with scoring guides
• review-agendas.md — Meeting agendas for weekly check-ins, monthly reviews, QBRs, annual offsites, 1:1s, L10 meetings, and retrospectives
• goal-map.md — Full Goal Map template (Functional View + Metrics Map) with per-function Purpose, BIG Goals, Measurable Goals, Key Questions, Critical Success Factors, Assumptions, Risks, and Mitigations

Key Capabilities

1. Framework Selection

Choose the right approach for your organisation:

| Framework | Best For | |-----------|----------| | OKR | High-growth tech companies | | SMART | Traditional orgs, individual development | | Balanced Scorecard | Enterprise strategic alignment | | V2MOM | Culture-driven, Salesforce ecosystem | | 4DX | Operational teams, single critical goal | | EOS Rocks | SMBs running the EOS operating system | | Goal Map | Cross-functional strategic alignment with Metrics Map |

2. KPI Libraries

Pre-built KPI sets for every function:

• 📈 Sales — ACV bookings, pipeline health, funnel conversion, forecast variance, CAC, LTV
• 📣 Marketing — MGLs, CPL, full-funnel conversion (MGL → SAL → Pipeline → C/W), media impressions, social reach
• 🛠️ Product — Feature throughput, delivered capacity, RONP, roadmap execution, usage/adoption
• ⚙️ Technology — Uptime (SLA + internal), system performance (ms), incidents by severity, defect SLA, First Time Right
• 🤝 Customer Success — Revenue retention, customer count retention, LCV, NPS, customer profitability, RYG trending
• 💰 Finance — MRR, revenue/expenses (plan/actual/forecast), DSO, cash generation, COGS, marginal cost
• 👥 People / HR — Engagement, attrition, time to hire, diversity

3. Goal Cascading

Align every level of the organisation:

Company Vision & Purpose
  └─ BIG Goals (aspirational, 2-3 year)
       └─ Annual Priorities
            └─ Measurable Goals per Function
                 └─ Quarterly OKRs (Department)
                      └─ Team OKRs
                           └─ Individual OKRs

4. Dashboard Blueprints

Design dashboards at every level:

• Executive / Board dashboards
• Department dashboards
• Individual / 1:1 dashboards
• With RAG thresholds and alert rules

5. Review Cadences

Build the operating rhythm:

• Weekly OKR check-ins (30 min)
• Monthly business reviews (60 min)
• Quarterly business reviews (90 min)
• Annual strategy offsites (half-day)
• 1:1 goal reviews (15 min module)
• L10 meetings (EOS format, 60 min)
• Retrospectives (45 min)

6. Scoring & Confidence

Quantify progress honestly:

• OKR scoring (0.0 – 1.0 scale)
• RAG confidence ratings (🟢🟡🔴)
• End-of-quarter grading guides

Usage Examples

"Set Q2 OKRs for my 30-person B2B SaaS startup"
"Design a KPI dashboard for our marketing team"
"Help me cascade our $10M ARR goal into team objectives"
"Create a weekly goal check-in agenda for managers"
"Build a balanced scorecard for our company"
"What KPIs should our customer success team track?"
"Run a goal-setting workshop for our leadership offsite"
"Score our Q1 OKRs and recommend improvements"
"Define leading indicators for our revenue goal"
"Help me diagnose why our goals keep failing"

How It Differs from Sales Operations Setup

| Topic | Goals & KPIs Skill | Sales Ops Skill | |-------|-------------------|-----------------| | Focus | Goal-setting & measurement discipline | Sales infrastructure & processes | | Scope | All functions (Sales, Marketing, Product, Technology, CS, Finance, HR) | Sales-specific | | Frameworks | OKR, SMART, BSC, V2MOM, 4DX, EOS, Goal Map | BANT, MEDDIC, CHAMP, pipeline stages | | KPIs | Cross-functional KPI library (90+) | Sales metrics & KPIs (32+) | | Templates | OKR templates, review agendas, Goal Map, Metrics Map | Forecasting models, pipeline stages | | Cadences | Weekly → annual review rituals | Pipeline reviews, forecast cadence |

Use together: Sales Ops defines how to run your sales engine. Goals & KPIs defines what to measure and how to track progress across the entire company.

Alternative Installation

Manual Installation

# Clone the repository
git clone https://github.com/thierryteisseire/business_skills.git

# Copy the skill
cp -r business_skills/skills/goals-and-kpis ~/.agents/skills/

# Create symlink
cd ~/.claude/skills
ln -s ../../.agents/skills/goals-and-kpis goals-and-kpis

Verify Installation

ls -la ~/.claude/skills/goals-and-kpis

Prerequisites

None required. This skill works with:

• Any goal-setting tool (Notion, Asana, Monday, Google Docs, etc.)
• Any BI / dashboard tool (Looker, Tableau, Power BI, etc.)
• Any CRM for sales KPI data
• Any company stage, size, or industry

Getting Started

1. Invoke the skill: /goals-and-kpis
2. Describe your context (company, team, challenges)
3. Follow Claude's guidance to select a framework, draft goals, and design KPIs
4. Reference the included templates and KPI library as needed

Who Should Use This Skill

✅ Perfect For:

• Small companies (5-50 people) wanting to start with simple OKRs → Use small-company-quick-start.md
• Growing companies (50-200 people) needing department alignment → Use full SKILL.md with 2-level cascade
• Enterprise (200+ people) requiring strategic alignment → Use Goal Map + OKR hybrid
• Companies implementing OKRs for the first time
• Leadership teams struggling with cross-functional alignment
• Strategy/Ops leaders building measurement systems
• Organizations with "set and forget" goal problems
• Teams learning from mistakes (see anti-patterns and case studies)

✅ Now Also Great For:

• ⭐ 5-20 person startups (was previously "too much overhead" — now has simplified quick-start)
• ⭐ First-time goal setters (anti-patterns guide shows what NOT to do)
• ⭐ Technical implementers (tool-integrations.md has code examples)

❌ Still Not Ideal For:

• Individual contributors without goal-setting authority (too strategic)
• Teams needing tactical execution help rather than goal-setting frameworks

What's New in v1.3

🎯 Discovery-First, Consultative Approach:

The skill now follows a consultative methodology — it asks qualifying questions to understand your context before recommending frameworks or prescribing OKRs. This ensures recommendations fit your organization's reality, culture, and constraints.

Key changes:

1. New Discovery Framework (discovery-questions.md)

   • 50+ discovery questions organized by category
   • Decision trees for framework selection
   • Red flags that predict failure
   • 15-20 minute discovery process

2. Updated SKILL.md Behavior

   • New section: "Consultative Approach: Discovery Before Prescription"
   • Three-phase workflow: Discovery → Recommendation → Implementation
   • Examples showing consultative vs prescriptive approach

3. Why This Matters

   • Reduces risk of implementing the wrong framework
   • Identifies cultural fit and readiness issues early
   • Builds trust through listening, not just prescribing
   • Differentiates from competing "template library" skills

Example:

• ❌ v1.2 approach: "Here are your OKRs..."
• ✅ v1.3 approach: "Let me understand your context first. Do you have goals today? What's prompting this now? How much time can you commit?"

This makes the skill more professional and strategic — positioning as a "consultative goal-setting consultant" rather than an "OKR template generator."

What's New in v1.1

🎉 Major enhancements for small companies:

1. Small Company Quick Start (small-company-quick-start.md)

   • Complete guide for 5-50 person companies
   • 30-minute setup with simple OKRs
   • Decision tree for choosing frameworks
   • Minimum viable dashboard templates
   • Real examples from small companies

2. OKR Anti-Patterns (okr-anti-patterns.md)

   • 20+ before/after examples of bad OKRs
   • Common mistakes with detailed fixes
   • OKR writing checklist
   • Words to avoid vs. words to use
   • Practice exercises with answers

3. Real-World Case Studies (case-studies.md)

   • 18-person SaaS startup OKR success
   • 75-person company scaling challenge
   • 35-person agency failure and turnaround
   • What worked, what didn't, lessons learned

4. Tool Integration Guide (tool-integrations.md)

   • Google Sheets, Notion, Asana setup guides
   • Metabase, Tableau, Power BI dashboards
   • Slack integrations and automation
   • Code examples and templates
   • Budget-friendly options for startups

Support

Links

• 📦 npm Package: @thierryteisseire/goals-and-kpis
• 🐙 GitHub Repository: business_skills
• 🐛 Report Issues: GitHub Issues

Version: 1.3.0 Author: Thierry Teisseire License: MIT