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

• Load active goals from strategy/goals/active/

• Collect current metric values from sources

• Calculate gaps (target - current)

• Score urgency (gap × time pressure × impact)

• Assess achievability

• Rank and output prioritized alerts

• 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

Urgency

Achievability

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

Goal Status Update

Updates goal file tracking section:

Tracking

Progress History

Dashboard Summary

Location: artifacts/system/goal-dashboard.md

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

Goal Dashboard

Summary

By Category

Critical Alerts

Upcoming Milestones

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