task icon Task

Prioritize Strategic Initiatives

Requirements
List of initiatives to prioritize. Optional: existing assessments, strategic priorities, resource constraints.
2

Gather context from the user:

  1. The initiatives — Get list with descriptions and scale (investment, timeline)
  2. Criteria — What matters? (impact, return, effort, risk, time to value, confidence)
  3. Framework — Effort vs Impact matrix, weighted scoring, or custom?
  4. Constraints — Budget, capacity, dependencies, board expectations

Check uiExecutive Context Profile for strategic context.

3

Score each initiative using the chosen framework:

  1. Apply criteria consistently across all initiatives
  2. Document rationale for each score
  3. Flag low-confidence scores explicitly
  4. Note dependencies that affect sequencing
  5. Check alignment with stated strategic priorities
  6. Consider second-order effects (what does each enable?)

Be honest about uncertainty. Flag where you're guessing vs. where you have data.

4

Present the prioritized initiatives:

  1. Visual matrix or ranked list with scores
  2. Clear tier groupings:
    • Must do — High impact, clear fit, acceptable risk
    • Should do — Strong case, but may need sequencing
    • Could do — Lower priority or higher uncertainty
    • Don't do — Doesn't pass threshold
  3. Detailed breakdown for top initiatives
  4. Trade-off summary (what we're choosing not to do)
  5. Investment allocation recommendation
  6. Key risks and dependencies

Make it board-ready. Executives should be able to defend these priorities.

5

After presenting:

  • Ask if any assessments feel off based on their knowledge
  • Offer to adjust weighting of criteria if needed
  • Ask about sequencing considerations
  • Offer to dive deeper on any specific initiative
  • Offer to save strategic context to uiExecutive Context Profile
                    To run this task you must have the following required information:

> List of initiatives to prioritize. Optional: existing assessments, strategic priorities, resource constraints.

If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.

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You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple read steps in a row, read them all at once (in parallel).

Add all steps to your todo list now and begin executing.

## Steps

1. [Read Growth Lever Guide]: Read the documentation in: `./skills/sauna/[skill_id]/references/executive.growth.guide.md` (Get growth lever framework for effort vs impact assessment)

2. Gather context from the user:

1. **The initiatives** — Get list with descriptions and scale (investment, timeline)
2. **Criteria** — What matters? (impact, return, effort, risk, time to value, confidence)
3. **Framework** — Effort vs Impact matrix, weighted scoring, or custom?
4. **Constraints** — Budget, capacity, dependencies, board expectations

Check `./documents/executive-context.json` for strategic context.


3. Score each initiative using the chosen framework:

1. Apply criteria consistently across all initiatives
2. Document rationale for each score
3. Flag low-confidence scores explicitly
4. Note dependencies that affect sequencing
5. Check alignment with stated strategic priorities
6. Consider second-order effects (what does each enable?)

Be honest about uncertainty. Flag where you're guessing vs. where you have data.


4. Present the prioritized initiatives:

1. Visual matrix or ranked list with scores
2. Clear tier groupings:
   - **Must do** — High impact, clear fit, acceptable risk
   - **Should do** — Strong case, but may need sequencing
   - **Could do** — Lower priority or higher uncertainty
   - **Don't do** — Doesn't pass threshold
3. Detailed breakdown for top initiatives
4. Trade-off summary (what we're choosing not to do)
5. Investment allocation recommendation
6. Key risks and dependencies

Make it board-ready. Executives should be able to defend these priorities.


5. After presenting:
- Ask if any assessments feel off based on their knowledge
- Offer to adjust weighting of criteria if needed
- Ask about sequencing considerations
- Offer to dive deeper on any specific initiative
- Offer to save strategic context to `./documents/executive-context.json`