skills.rest
danieljforman
danieljformanCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

ceos-annual

Orchestrates CEOS annual planning from data inputs to decision output.

Updated Mar 12, 2026
Search Tags:#leadership#agenda#eos#planning-workflow#vto#rocks#annual planning
One-click install
npx skills add https://github.com/danieljforman/ceos-demo --skill ceos-annual-danieljforman
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ceos-annual
Source: https://github.com/danieljforman/ceos-demo/tree/main/skills/ceos-annual
Command: npx skills add https://github.com/danieljforman/ceos-demo --skill ceos-annual-danieljforman

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Facilitates the EOS annual planning process within CEOS by guiding data loading, session structure, and decision capture for leadership teams.

Core Features & Use Cases

  • Guides a full-year planning cycle: Year in Review, V/TO Refresh, Issues Sweep, Organizational Checkup, Set Q1 Rocks, and Scorecard alignment.
  • Orchestrates data loading from data/vision.md, data/rocks/, data/scorecard/weeks/, data/issues/open/, data/accountability.md, and data/people/ to produce a consolidated yearly planning file at data/annual/YYYY-planning.md.
  • Prompts for leadership alignment, captures decisions, owners, and due dates, and integrates with ceos-* tooling for artifact creation.

Quick Start

Run the CEOS annual planning workflow from the repository root to load demo data and step through the seven agenda sections.

Frequently Asked Questions about ceos-annual

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I facilitate EOS annual planning with my leadership team?▼

EOS annual planning is facilitated by guiding the team through a structured agenda covering Year in Review, V/TO refresh, Issues Sweep, Organizational Checkup, and Q1 Rocks alignment. The workflow orchestrates data loading and captures decisions with owners and due dates.

What data do I need to prepare for an EOS annual planning session?▼

EOS annual planning requires loading data from vision.md, rocks, scorecard weeks, open issues, accountability, and people files. These inputs consolidate into a yearly planning file to drive leadership alignment and decision capture.

Can I use this annual planning workflow to refresh the V/TO and set Q1 Rocks?▼

Yes, annual planning includes V/TO refresh and Q1 Rocks alignment as core agenda sections. It prompts leadership teams for strategic alignment and captures decisions directly into a consolidated yearly planning output.

Does EOS annual planning integrate with scorecard and issue resolution tools?▼

EOS annual planning coordinates with ceos-vto, ceos-rocks, ceos-scorecard, ceos-ids, and ceos-people as optional follow-up tools. These handle artifact creation after annual planning decisions are captured.

What is the best way to capture EOS annual planning decisions and output them?▼

Capturing EOS annual planning decisions is handled by writing leadership alignment outcomes, owners, and due dates to a consolidated yearly planning file at the repository root, ensuring all session results are documented.

Related Skills

Explore More Personal & Entrepreneur Skills→
kevhsunamikevhsunami

ceos-annual

Coordinate the seven-section EOS annual planning agenda in a versioned repository.

Community
Advanced
bradfeldbradfeld
143

ceos-dashboard

Aggregate and summarize CEOS component data into a read-only dashboard.

Community
Advanced
kevhsunamikevhsunami

ceos-l10

Manage Level 10 meetings with a seven-section agenda and CEOS data.

Community
Advanced
bradfeldbradfeld
143

ceos-annual

Guide a 7-section EOS Annual Planning session to refresh the V/TO and set the 1-Year Plan.

Community
Advanced