Goal Tracking

Monitor goals, calculate gaps, score urgency, generate alerts.

Responsibility

Track progress of active goals, detect gaps and risks, generate prioritized alerts for action.

Quick Start

1. Load active goals from strategy/goals/active/
2. Collect current metric values from sources
3. Calculate gaps (target - current)
4. Score urgency (gap × time pressure × impact)
5. Assess achievability
6. Rank and output prioritized alerts
7. Update goal status in files

Process Overview

Goals (strategy/goals/active/)
        │
        ▼
    Load & Parse
        │
        ▼
Current Values (canvas, threads, external)
        │
        ▼
    Gap Calculation
        │
        ▼
    Urgency Scoring
        │
        ▼
    Achievability Assessment
        │
        ▼
    Priority Ranking
        │
        ▼
Alert Generation ──► Dashboard
        │
        ▼
Goal Status Updates

Input Sources

Goals

Location: strategy/goals/active/*.md

Read from frontmatter:

• goal_id
• target_value, target_unit, target_direction
• period_start, period_end
• baseline_value
• milestones
• parent_goal, child_goals
• ownership_accountable

Current Values

| Source | Priority | Content | |--------|----------|---------| | strategy/canvas/13.metrics.md | Primary | Baseline metrics | | threads/*/5-actions.md | Secondary | Execution progress | | External data | Tertiary | Real-time values |

Gap Calculation

Absolute Gap

For maximize goals:

absolute_gap = target_value - current_value

For minimize goals:

absolute_gap = current_value - target_value

Relative Gap

relative_gap = absolute_gap / target_value

Interpretation:

• 0.00: On target
• 0.01-0.20: Minor gap
• 0.21-0.40: Moderate gap
• 0.41-0.60: Significant gap
• 0.61+: Critical gap

Trajectory Gap

Project where we'll end up at current pace:

days_elapsed = today - period_start
daily_velocity = (current - baseline) / days_elapsed
days_remaining = period_end - today
projected_end = current + (daily_velocity × days_remaining)
trajectory_gap = target - projected_end

Pace Gap

Compare actual pace to required pace:

required_pace = (target - baseline) / total_days
actual_pace = (current - baseline) / days_elapsed
pace_ratio = actual_pace / required_pace

Interpretation:

• pace_ratio > 1.0: Ahead of pace
• pace_ratio = 1.0: On pace
• pace_ratio 0.8-1.0: Slightly behind
• pace_ratio 0.5-0.8: Significantly behind
• pace_ratio < 0.5: Critically behind

Urgency Scoring

Formula

urgency_score = relative_gap × time_pressure × impact_weight

Time Pressure

time_pressure = min(1.0, 30 / days_remaining)

| Days Remaining | Time Pressure | |----------------|---------------| | 60+ | 0.5 | | 30 | 1.0 | | 14 | 1.0 (capped) | | 7 | 1.0 (capped) | | 1 | 1.0 (capped) |

Impact Weight

From goal category or explicit weight:

| Category | Default Weight | |----------|---------------| | revenue | 1.0 | | retention | 0.9 | | activity | 0.7 | | efficiency | 0.6 | | content | 0.5 |

Urgency Levels

| Level | Score Range | Criteria | |-------|-------------|----------| | critical | > 0.8 | gap > 50% AND days < 7 | | high | 0.6 - 0.8 | gap > 30% AND days < 14 | | medium | 0.3 - 0.6 | gap > 20% OR days < 30 | | low | < 0.3 | gap < 20% AND days > 30 |

Achievability Assessment

Factors

| Factor | Weight | Source | |--------|--------|--------| | Historical performance | 0.40 | Past goal outcomes | | Resource availability | 0.30 | Constraint analysis | | Trajectory analysis | 0.20 | Current velocity | | External factors | 0.10 | Risk factors |

Achievability Score

| Score | Interpretation | Action | |-------|----------------|--------| | > 0.8 | Achievable | Proceed with plan | | 0.5 - 0.8 | Stretch | Flag risk, proceed | | < 0.5 | At risk | Recommend revision |

Priority Ranking

Formula

priority = (impact × 0.40) + (urgency × 0.35) + ((1 - achievability) × 0.25)

Adjustments

| Condition | Adjustment | |-----------|------------| | Blocking other goals | +0.1 | | Quick win (small gap, high achievability) | +0.1 | | Resource constrained | -0.05 |

Alert Generation

Alert Types

| Type | Trigger | Content | |------|---------|---------| | gap_alert | Gap exceeds threshold | Goal, current, target, gap, urgency | | trajectory_warning | Will miss target | Projected end, shortfall, recovery options | | milestone_alert | Milestone approaching/missed | Milestone date, target, current | | at_risk_alert | Achievability < 0.5 | Risk factors, revision options | | achievement_alert | Target reached | Final value, days ahead/behind |

Alert Routing

| Urgency | Destination | Escalation | |---------|-------------|------------| | critical | Immediate notification | Leadership if not acked | | high | Daily digest | After 24h no action | | medium | Weekly summary | None | | low | Dashboard only | None |

Output

Alert File Format

Location: artifacts/system/alerts/{alert-id}.md

---
alert_id: alert_{type}_{goal_id}_{timestamp}
alert_type: {gap|trajectory|milestone|at_risk|achievement}
goal_id: {goal_id}
urgency_level: {critical|high|medium|low}
generated_at: {YYYY-MM-DD HH:MM}
status: active
---

# Alert: {Goal Name}

## Status

| Metric | Value |
|--------|-------|
| Current | {current_value} |
| Target | {target_value} |
| Baseline | {baseline_value} |
| Gap | {gap_value} ({gap_pct}%) |

## Urgency

| Factor | Value |
|--------|-------|
| Level | {urgency_level} |
| Score | {urgency_score} |
| Days Remaining | {days} |
| Time Pressure | {pressure} |

## Achievability

| Factor | Score |
|--------|-------|
| Overall | {achievability_score} |
| Assessment | {achievable|stretch|at_risk} |

## Trajectory

At current pace: {projected_end} by deadline
Shortfall: {shortfall} ({shortfall_pct}%)

## Recommended Action

**Type:** {action_type}
**Description:** {action_description}
**Expected Impact:** {expected_impact}

## Routing

| Field | Value |
|-------|-------|
| Owner | {accountable} |
| Escalate To | {escalation_target} |
| Ack Deadline | {ack_deadline} |

Goal Status Update

Updates goal file tracking section:

## Tracking

| Field | Value |
|-------|-------|
| Last Checked | {datetime} |
| Current Value | {current} |
| Gap | {gap_value} ({gap_pct}%) |
| Urgency | {level} |
| Achievability | {score} |
| Status | {on_track|behind|at_risk|achieved} |

### Progress History

| Date | Value | Gap | Status |
|------|-------|-----|--------|
| {date_1} | {value_1} | {gap_1} | {status_1} |
| {date_2} | {value_2} | {gap_2} | {status_2} |

Dashboard Summary

Location: artifacts/system/goal-dashboard.md

---
generated_at: {YYYY-MM-DD HH:MM}
period: {current period}
---

# Goal Dashboard

## Summary

| Status | Count |
|--------|-------|
| Total Goals | {count} |
| On Track | {count} |
| Behind | {count} |
| At Risk | {count} |
| Achieved | {count} |

## By Category

| Category | Goals | Progress | Top Gap |
|----------|-------|----------|---------|
| Revenue | {n} | {pct}% | {goal_id} |
| Activity | {n} | {pct}% | {goal_id} |
| Content | {n} | {pct}% | {goal_id} |
| Efficiency | {n} | {pct}% | {goal_id} |
| Retention | {n} | {pct}% | {goal_id} |

## Critical Alerts

| Goal | Gap | Urgency | Action |
|------|-----|---------|--------|
| {name} | {gap}% | critical | {action} |

## Upcoming Milestones

| Goal | Date | Target | Current | Status |
|------|------|--------|---------|--------|
| {name} | {date} | {target} | {current} | {status} |

Monitoring Cadence

Real-Time

• Inbound lead flow
• Deal stage changes
• Revenue bookings
• Churn events

Scheduled

| Frequency | Checks | |-----------|--------| | Hourly | Activity goal progress | | Daily | All gap recalculation, urgency update | | Weekly | Achievability reassessment, trend analysis |

Workflow

1. LOAD goals
   └── Read strategy/goals/active/*.md
   └── Parse frontmatter

2. COLLECT current values
   └── Read strategy/canvas/13.metrics.md
   └── Read threads/*/5-actions.md for execution data
   └── Use provided values if external

3. CALCULATE gaps
   └── Absolute gap for each goal
   └── Relative gap (percentage)
   └── Trajectory gap (projected vs target)

4. SCORE urgency
   └── Apply formula: gap × time_pressure × impact
   └── Classify into urgency levels

5. ASSESS achievability
   └── Check historical performance
   └── Validate against constraints
   └── Factor in trajectory

6. RANK priorities
   └── Apply weighted formula
   └── Sort by priority score

7. GENERATE alerts
   └── Create alert files for gaps above threshold
   └── Write to artifacts/system/alerts/

8. UPDATE goals
   └── Add/update tracking section in each goal file

9. UPDATE dashboard
   └── Write summary to artifacts/system/goal-dashboard.md

Integration

Upstream

• sys-defining-goals: Creates goals to track
• sys-decomposing-goals: Creates goal hierarchies
• sys-activating-goals: Links goals to threads

Downstream

• rop-allocator: Receives alerts for planning
• Agents: Receive alerts for their goals
• meta-aggregating-learnings: Receives outcome data

Proactive Triggers

Beyond gap tracking, detect:

Opportunity Triggers

| Trigger | Signal | Action | |---------|--------|--------| | New ICP match | High-fit prospect discovered | Add to prospecting | | Champion identified | Advocate at target account | Accelerate outreach | | Competitor vulnerability | Customer dissatisfaction signal | Targeted outreach |

Decay Triggers

| Trigger | Signal | Action | |---------|--------|--------| | Deal stalled | No stage change > threshold | Nudge action | | Lead cooling | Engagement declining | Re-engagement sequence | | Relationship cooling | Customer touchpoints down | Health check |

Resource Triggers

| Trigger | Signal | Action | |---------|--------|--------| | Rep bandwidth | Capacity below threshold | Assign more leads | | Budget unspent | Spend rate below plan | Increase or reallocate |

Boundaries

This skill provides:

• Gap calculation
• Urgency scoring
• Achievability assessment
• Priority ranking
• Alert generation
• Goal status updates
• Dashboard summaries

This skill does NOT:

• Create goals (use sys-defining-goals)
• Decompose goals (use sys-decomposing-goals)
• Create threads (use sys-activating-goals)
• Execute against goals (agents do)
• Modify targets without approval