Finance · phase

Phase 2: Plan

Define strategic financial objectives, targets, and KPIs.

/finance-plan <project>

Purpose

The Plan phase translates business strategy into financial objectives, defining measurable targets and key performance indicators that guide forecasting and budgeting.

Prerequisites

The financial assessment must exist at .singularskills/finance/<project>/01-assess.md.

What It Does

  1. Reviews business strategy and growth objectives
  2. Defines financial targets (revenue, margin, growth rate)
  3. Establishes KPIs for monitoring progress
  4. Sets planning assumptions (market growth, pricing, headcount)
  5. Writes the strategic financial plan to .singularskills/finance/<project>/02-plan.md

Output

Creates .singularskills/finance/<project>/02-plan.md containing:

  • Strategic financial objectives with targets
  • KPI definitions and measurement criteria
  • Planning assumptions and dependencies
  • Timeline and milestones

Next Phase

NextForecast
After planning, proceed to Forecast to project revenue and cash flow.

Phase 1: Assess

Consolidate and validate financial data for planning and analysis.

Phase 3: Forecast

Project revenue, expenses, and cash flow based on strategic plans.