sp-formulate

Creates Balanced Scorecards, Strategy Maps, and OKRs from strategic gap analysis findings.

Updated Mar 14, 2026
One-click install
npx skills add https://github.com/jcg-admin/IACT-ui --skill sp-formulate-jcg-admin
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sp-formulate
Source: https://github.com/jcg-admin/IACT-ui/tree/main/.claude/skills/sp-formulate
Command: npx skills add https://github.com/jcg-admin/IACT-ui --skill sp-formulate-jcg-admin

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) components.

What problem does it solve? Translating gap analysis findings into a coherent, measurable strategy is difficult: teams often end up with disconnected initiatives, unmeasurable goals, or objectives with no causal logic. This Skill guides the strategy formulation stage of a strategic planning cycle, producing a Balanced Scorecard, a Strategy Map with cause-effect relationships, and aligned OKRs. ## Core Features & Use Cases - Balanced Scorecard construction: Defines 3-5 strategic objectives per perspective (Financial, Customer, Internal Processes, Learning & Growth) with KPIs, baselines, targets, and owners. - Strategy Map design: Maps cause-effect relationships between objectives across the four BSC perspectives, making strategic hypotheses explicit and testable. - OKR definition: Converts strategic objectives into quarterly or annual OKRs with measurable Key Results, including anti-pattern checks (tasks vs. results). - Use Case: After completing a gap analysis, a leadership team uses this Skill to build a BSC with 15 objectives, a Mermaid Strategy Map showing causal links, and three organizational OKRs ready for leadership approval before moving to strategic planning. ## Quick Start Ask the AI to formulate the strategy by building a Balanced Scorecard, Strategy Map, and OKRs based on the completed gap analysis results.

Frequently Asked Questions about sp-formulate

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a Balanced Scorecard for strategic planning?▼

Define 3-5 strategic objectives per perspective (Financial, Customer, Internal Processes, Learning & Growth), each with a KPI, baseline, target, and main initiative. Start with the Financial perspective as the destination, then work down through Customer, Processes, and Learning.

What is the difference between a Strategy Map and a Balanced Scorecard?▼

A Balanced Scorecard organizes objectives and KPIs into four perspectives, while a Strategy Map visualizes the cause-effect relationships between those objectives. The Strategy Map turns the scorecard from a metrics dashboard into an explicit strategic hypothesis.

How do I write good OKRs from strategic objectives?▼

Write an aspirational qualitative Objective, then 3-5 Key Results that are fully measurable with numbers and deadlines. Key Results must measure outcomes, not tasks: 'Reduce onboarding from 45 to 14 days' is valid, while 'Launch onboarding program' is not.

When should I not use the Balanced Scorecard approach?▼

Skip the full BSC for operational improvements without strategic components (use PDCA or DMAIC instead), when gap analysis is incomplete, or for organizations under 20 people where lightweight OKRs alone are sufficient.

Why do Strategy Maps fail in practice?▼

Common failures include maps without causal arrows (just lists of objectives), more than 20 nodes making the map unreadable, orphan objectives with no causal role, and arrows pointing downward from Financial to Learning, which inverts the causal logic.