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Claude's skill for strategy and planning

Your strategy on an A4. No 40-slide PowerPoint.

The AI OGSM Plan Builder translates your direction into a clear OGSM plan. Objective, Goals, Strategies and Measures, with concrete KPIs and actions that your team can pick up on Monday morning.

Download the skill for free How does it work
Free to download Suitable for SMEs and teams Works in Claude.ai
Does it fit in an A4?
Ready in 15 minutes
Concrete KPIs
ogsm-plan-2026.md
Objective The most requested roofer from North Brabant
Objectives Four sharp targets, with numbers
G1Turnover from 800k to 1.2 million by 2026
G2Top 3 Google for region end Q3
G3Customer satisfaction 8.1 to 8.7
G4Offer lead time reduced from 5 to 2 days
Strategies Three choices, not ten
Why this skill

Strategy that really lands with your team

Most plans end up in a drawer. OGSM forces focus, clarity and concrete actions onto one A4. This skill helps you build a sound plan in 15 minutes.

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One page, not 40

A good plan fits on one A4 page. If it doesn't, it's not clear enough. The skill maintains that discipline.

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Real numbers, no buzzwords

Goals are given a number and a deadline. No vague growth goals, but concrete figures to aim for.

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Choices including exclusions

The question explicitly asks what you are NOT going to do. Because good strategy excludes things, not everything at once.

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Monday already feasible

Each Strategy is given actions with an owner and deadline. No loose ends, your team immediately knows what to do.

How does it work

From loose ideas to a plan that sticks

The AI OGSM Plan Builder guides you through seven steps. No surveys, no forms, just a conversation that sharpens your direction and builds your plan.

1

Tell me your context

Company, team, period, current situation. Do you have a vision or mission, share it. Otherwise, we'll work with what we have.

2

Sharpen the objective

A sentence that captures your direction. Qualitative, no numbers. The skill suggests, and you refine.

3

Goals met numbers

Three to five measurable sub-goals. Specific, time-bound, challenging but achievable. Each goal links to your objective.

4

Choosing strategies

Three choices, not ten. Including explicit exclusions. What do you DO and what do you NOT do. Good strategy excludes things.

5

Establish measures

For the strategy, some KPIs and concrete actions with owner and deadline. This is how the plan becomes actionable.

6

Sanity check

Does it fit on an A4. Does everything fit together. Is there focus. Are the numbers ambitious but achievable. Only then will you deliver.

7

Plan in vast format

You get the OGSM in a clean ASCII format that you can share, hang up, or put in your documents directly.

This is what it looks like

A genuine OGSM, not an empty template

No diagrams of a framework, but a completed plan you can use tomorrow. This is an example for an SME painting company.

═══════════════════════════════════════════════ OGSM PLAN: Van Dijk Painters Tilburg – 2026 ═══════════════════════════════════════════════   OBJECTIVE The most in-demand private painter in Tilburg and its surrounding areas is OBJECTIVES G1. Retail turnover grows from 35 to 60 percent of total G2. 60 new private jobs in 2026 G3. 40 reviews with an average of at least 4.7 stars G4. Special margin remains above 22 percent STRATEGIES S1. Local online visibility via SEO and Google Ads (affects G1, G2) S2. Premium positioning, not a price fighter (hits G4) S3. Customer ambassador programme with reviews and referrals (touches G2, G3) MEASURES (S1) Key Performance Indicators 1500 organic visitors per month, 25 leads per month, 3 per cent conversion Actions Skill pages - Jan - Q1 | Google Business Profile - Sanne - ongoing WHAT WE CONSCIOUSLY DON'T DO – No more accepting contracting work after 2026 – No price reduction, even under pressure – No Instagram (not enough profit for the effort) ═══════════════════════════════════════════════
The difference

This is how to prevent a plan from ending up in a drawer.

Most strategic plans are either too vague or too detailed. A good OGSM hits the sweet spot in between.

Without OGSM Plan Builder
  • Goals remain stuck on “growing as a company”
  • Strategies are essentially activities like “creating an Instagram post”.”
  • No distinction between Objective, Goal and Strategy
  • No owner or deadline, so nobody is picking it up
  • The plan consists of 40 slides and no one is reading it
  • No explicit exclusions, so everything at once
Met OGSM Plan Builder
  • An objective that provides direction and does not confuse
  • Goals met numbers and deadlines, no abstractions
  • Maximum 5 strategies, explicit choice of what NOT
  • Per Strategy KPIs and actions with owner
  • The entire plan fits on an A4, so everyone can read it.
  • Tested and adjusted every quarter
Example question

It's that simple

No long briefing needed. Provide a few lines of context and the skill will ask the right follow-up questions itself.

claude.ai – your message
“I have a roofing company in Tilburg, 6 employees, turnover 800k.
We do a lot of subcontracting and the margin there is low.
I want more private jobs and higher margins.

Create an OGSM for 2026.”

# This skill involves asking follow-up questions, making suggestions, refining ideas, and producing a complete OGSM plan on a single A4 sheet in 15 minutes.
Frequently asked questions

Questions about OGSM and the skill

Short answers to what most people wanted to know before downloading the skill.

What exactly is an OGSM?
OGSM stands for Objective, Goals, Strategies, and Measures. It is a strategic framework originally used by Honda and Procter & Gamble, and became popular in the Netherlands through Marc van Eck and Ellen van Zanten with their book Business Plan on 1 A4. The idea is that your entire strategy should fit on one A4 page, otherwise it's not clear enough.
Who is this skill suitable for
For entrepreneurs, SME managers, team leads and anyone who wants to provide direction for themselves or a team. Works for a sole proprietorship, a team of five, and a department of fifty. OGSM is also useful for large corporates but you'll usually need more than one.
How long does it take to make an OGSM
With the skill, you'll be ready for a first version in 15 to 30 minutes. A truly good plan sometimes requires a second round in which you, with your team, sharpen the strategies. Allow 1 to 2 hours in total for a thorough plan.
Goals are the desired outcomes or achievements you want to accomplish. Strategies are the plans and actions you will take to reach those goals.
Goals are WHAT you want to achieve, with numbers and a deadline. Strategies are HOW you are going to do that, which paths you choose. Example Goal: revenue grows from 800k to 1.2 million. Example Strategy: focus on local SEO and Google Ads. A Strategy always supports one or more Goals.
Do I need Claude Pro
No, this skill also works in the free version of Claude. With Pro, you get more messages and a larger context window, so Pro is useful for more extensive sessions or larger teams.
What if I get stuck on Strategies
That's normal, most people get stuck there. The skill helps you by first sharpening your goals, then providing examples of strategies from your industry, and explicitly forcing you to exclude what you are NOT doing. Direction often comes from crossing things out.
How often should I update my OGSM
The Objective rarely changes, at most once every three years. Goals are revised annually. Strategies can be reviewed semi-annually or annually. Measures are looked at every quarter. Plan a quarterly review, then the plan stays alive and not dusty.
Ready for your plan

Download the AI OGSM Plan Builder

Get the skill, open Claude, paste it in, and build your first OGSM. Free to use, for you or your whole team.

Download the skill (ZIP) Open Claude

Free – no account needed to download – works in Claude.ai

Other skills that will help you further

Additional Claude skills for strategy, decisions, and execution.

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AI GROW Coach

The GROW coaching model by John Whitmore for goal-setting conversations that provide direction rather than advice.

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AI OKR Coach

Developing Objectives and Key Results as Google uses them. Fits nicely alongside an OGSM for teams working operationally.

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AI Eisenhower Matrix Coach

Prioritise by urgency and importance. Useful after you have your OGSM and want to sort your actions by what needs to be done first.

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