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