Plan My Next 12 Months
12-Month Business Operating Plan with OKRs, milestones, financial model, market sizing, and a decision filter
A year is twelve months. Most plans stop being real by March.
Inputs
- Client name and industry
- Current annual revenue and growth rate
- Where the business should be in 12 months (vision)
- Top 3 constraints (time, budget, team, market, etc.)
- Key strategic questions or decisions pending
What BOB Does
- vault-preflight → verify client context completeness and flag blocking gaps before proceeding
- business-baseline → map current business model, growth constraints, and strategic position
- Review baseline — confirm current state, define 12-month vision, and declare top 3 constraints
- strategy-frameworks → define strategic direction with where-to-play and how-to-win choices
- market-sizing-analysis → size target market opportunities with TAM/SAM/SOM
- startup-financial-modeling → build 12-month financial model with base, optimistic, and conservative scenarios
- okr-frameworks → set annual OKRs with quarterly milestones and a decision filter for saying yes/no
- business-reporting → consolidate all outputs into a single 12-Month Business Operating Plan
- pdf-report → generate branded PDF of the 12-Month Business Operating Plan with strategy, financials, OKRs, and market sizing
Outputs
- 12-Month Plan.md
- Annual OKRs.md
- Financial Model.xlsx
- TAM-SAM-SOM.md
- Decision Filter.md
- Branded Report.pdf
Time Savings ~3-5 hours, multi-session manual → automated with agent assistance
Try It "Business owner wants a 12-month operating plan with strategic direction, OKRs, financial projections, and market context"
Compounding Each run refines templates and context — 8 automated steps improve with accumulated data
12-Month Business Operating Plan with OKRs, milestones, financial model, market sizing, and a decision filter
This is an automated business workflow inside ThirdBrain BOB — the Business Operating Brain.