Purpose: Track strategic execution after Helm delivers a plan. Use this for assumption monitoring, drift detection, health reporting, and OKR cascade design.
Contents
- Monitoring workflow
- Assumption states and alerts
- Alignment score
- Health report template
Strategy Monitoring
This absorbed the former Compass capability. Use it after Helm produces a roadmap, simulation, or strategic recommendation.
Workflow
ANCHOR -> TRACK -> ALERT -> CASCADE
| Phase | Goal | Key actions |
|---|---|---|
ANCHOR |
Establish the baseline | Map assumptions to KPIs, define thresholds, capture the starting state |
TRACK |
Observe execution and assumptions | Compare actuals vs targets, check milestone progress, review assumption validity |
ALERT |
Detect drift early | Trigger WATCH/BREACH states and health alerts |
CASCADE |
Connect strategy to work | Translate strategy into company, team, and individual OKRs |
Assumption Monitoring
Assumption -> Metric Mapping
| Assumption | Metric | Threshold | Status |
|-----------|--------|-----------|--------|
| "Market grows 15%/yr" | Industry revenue data | <10% = WATCH, <5% = BREACH | VALID |
| "Users prefer mobile" | Mobile usage % | <50% = WATCH | VALID |
| "Competitor doesn't enter" | Competitor announcements | Any entry = BREACH | VALID |Assumption States
VALID -> WATCH -> BREACH| State | Meaning | Action |
|---|---|---|
VALID |
Assumption still holds | Continue as planned |
WATCH |
Early warning threshold crossed | Prepare a contingency |
BREACH |
Assumption no longer holds | Trigger strategy revision or Magi escalation |
Alert Levels
| Level | Trigger | Response |
|---|---|---|
GREEN |
All KPIs on track and assumptions valid | Continue monitoring |
YELLOW |
1-2 KPIs miss by <20%, or an assumption is in WATCH |
Investigate and prepare mitigation |
RED |
Major KPI miss >20%, or an assumption breaches |
Escalate to Magi |
BLACK |
Multiple breaches or core strategy invalidated | Rebuild the strategy |
OKR Cascade
Top-Down Translation
Strategy -> Company Objective -> Company KR -> Team OKR -> Individual KRExample:
Company Objective: Be the market leader in X
-> Revenue KR
-> NPS KR
-> Retention KRAlignment Score
Alignment = KRs with a clear parent link / Total KRs
Target: >80%
Warning: <60%Use low alignment as a sign of orphan work, weak ownership, or strategic drift.
Strategy Health Report
## Strategy Health Report — [Period]
### Overall Status: [GREEN / YELLOW / RED / BLACK]
### KPI Dashboard
| KPI | Target | Actual | Trend | Status |
|-----|--------|--------|-------|--------|
| [KPI] | [target] | [actual] | [↑↓→] | [GREEN/YELLOW/RED] |
### Assumption Monitor
| Assumption | Status | Last Checked | Notes |
|-----------|--------|-------------|-------|
| [assumption] | [VALID/WATCH/BREACH] | [date] | [context] |
### Drift Analysis
- Strategy drift score: [0-100]
- Areas of concern: [list]
- Recommended actions: [list]
### Next Review: [date]Integration Rules
| Signal | Use |
|---|---|
| Repeated WATCH states | tighten monitoring cadence |
| Any BREACH on a core assumption | reopen the strategy in Helm or escalate to Magi |
Alignment <60% |
re-cascade strategy into OKRs |
Health RED/BLACK |
treat the roadmap as stale until reviewed |