What does this skill do?

Skill’s Annual Strategic Plan for SMEs designs and documents comprehensive strategic plans for small and medium-sized enterprises based on client information: current situation, past results, opportunities, and threats. It generates an actionable SWOT analysis, measurable annual goals, priority initiatives, and quarterly OKRs that the consultant can monitor and adjust throughout the fiscal year.

Start of the fiscal year
It outlines the path for active clients who need clear strategic direction as the fiscal year begins.
Growing Companies
Organize and prioritize where to expand when the company needs to focus its efforts and resources.
Investor Presentations
Prepare solid strategic documents for partners, investors, or boards of directors using clear metrics.
High-Value Consulting
Use it as a flagship product in strategic planning workshops with SME clients.

Usage examples

📊 Plan for an HR Agency
Develop an annual strategic plan for a recruitment agency with 12 employees and revenue of €1.8 million that aims to reach €2.5 million while reducing its dependence on its three main clients.
🛍️ E-commerce on the Rise
Develop a strategic plan for a sustainable fashion e-commerce store with €450,000 in revenue that aims to reach €750,000, launch its own collection, and open a brick-and-mortar store.
🎯 Restructuring of Objectives
Create quarterly OKRs for an SME that is spreading itself too thin and lacks clear metrics, and that needs to prioritize initiatives with the greatest impact.
💼 Presentation for the Board of Directors
Prepare an annual strategic document that includes a SWOT analysis, financial goals, and a timeline of milestones to present to the board of directors of an industrial company.

Features

Actionable SWOT Analysis Create a specific and concrete SWOT analysis—not a generic one—that identifies real strengths, critical weaknesses, market opportunities, and tangible threats.
Measurable annual goals Define between 5 and 8 financial and operational objectives, including a metric, current value, annual target, and assigned person responsible.
Quarterly OKRs It produces 2–3 objectives per quarter, each with 2–3 measurable key results, enabling granular tracking of progress.
Priority Initiatives Identify the 4 to 6 key actions that will drive the metrics, including a description, expected impact, and quarter of implementation.
Strategic Calendar It includes key milestones, scheduled reviews, and events throughout the year that affect the plan's implementation.

Frequently asked questions

You need information on the current situation, last year's results, available resources, the business owner's personal goals, market opportunities, and competitive threats. The more complete the information is, the more accurate the plan will be.
Yes. The resulting document is organized into six sections (assessment, vision, goals, initiatives, OKRs, and timeline) and is ready for presentation as is, although we recommend reviewing and tailoring it to each client’s specific needs.
No. The skill works with Claude Code or Cowork without any special configuration. You just need to enter the customer's information into the structured prompt.
It is optimized for small and medium-sized businesses, but the SWOT analysis, OKRs, and priority initiatives approach is applicable to any organization that needs a structured strategic plan.
Annual Strategic Plan for SMEs — Strategy and OKRs with Claude AI

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