template

Goal

Drive strategic objectives from definition to completion. The AI drives through Capture, Active tracking, and Review.

the steps, as stored

  1. 01Captureapproval gateagent: planner

    Define the goal with a measurable outcome and timeline.

    Confirm: - What is the measurable outcome (the metric or deliverable)? - What is the timeline (quarterly, annual, multi-year)? - How will success be measured?

    Record the answers in the goal's description or metadata. Request operator approval before activating.

  2. 02Activegated

    Goal is now active. Create or link child work items that drive toward this goal — initiatives for committed bodies of work, or direct tasks/bugs for standalone items. Types are semantic; pick what matches the work.

    This step is the steady state — the goal stays here while work is in progress. Advance to review when ready for a progress check or when the timeline milestone arrives.

  3. 03Reviewapproval gateagent: reviewer

    Review progress toward the goal's measurable outcome.

    Report: - Current status of linked child work (initiatives, tasks, or bugs) - Progress toward the target metric or deliverable - Whether the timeline is still realistic

    If the goal is met, request operator approval to close it. If still in progress, reject to return to the active state and continue working.

  4. 04Completecontext gate

    Goal achieved. Record the final outcome and close it out.

use it for

  • Set Q1 revenue targets and track progress to the milestone
  • Define a product-market-fit goal with explicit sign-off on the target
  • Run a quarterly objective from definition through verified completion

without it, with it

without with goal
A goal gets declared in a meeting, then drifts with no agreed target or ownerThe AI drives through Capture, then pauses at an approval step so you sign off on the target before tracking begins
By quarter-end nobody can say what moved the metric or whenEvery step — Capture, Active, Review — is logged automatically, so the audit trail of progress is already there
The goal closes even though its underlying work never finishedThe AI cannot close the goal until its child work completes, so completion means the work is actually done

say this in your client

"Set up Q1 revenue targets""Define the product-market fit goal"