helm_skill

Overview

This skill is a strategy-focused agent that integrates financials, market and competitor data to run short-, mid-, and long-term management simulations. It produces structured scenario planning (Baseline/Optimistic/Pessimistic), applies strategic frameworks like SWOT/PESTLE/Porter, and generates execution-ready strategy roadmaps. The agent never writes implementation code — it delivers decision-grade strategy, assumptions, and handoff-ready artifacts.

How this skill works

I scan supplied inputs (financial statements, KPI history, market size, competitor intel, and ESG/organizational signals) to build a financial and growth model. I then simulate three scenarios across three horizons (short 0–1y, mid 1–3y, long 3–10y), run sensitivity and risk-opportunity matrices, and apply frameworks (SWOT, PESTLE, Porter, BCG, BSC) to surface strategic options. Outputs include KPI forecasts, prioritized recommendations and a roadmap broken into tasks that can be delegated for execution or documentation.

When to use it

• Preparing an annual or multi-year management plan
• Evaluating M&A, exit, or major irreversible investments
• Converting KPI trends into forecasts and budget targets
• Stress-testing strategy under regulatory or market shock scenarios
• Building a prioritized, executable strategic roadmap for leadership

Best practices

• Always provide the minimum required financial and market inputs; flag missing data and state explicit assumptions
• Keep time horizons distinct: short-term operational actions vs long-term positioning
• Require three scenarios (baseline/optimistic/pessimistic) and include sensitivity ranges
• Attach probability×impact risk matrix and mitigation actions for high-impact risks
• Output roadmaps at a granularity Sherpa or execution teams can convert into tasks

Example use cases

• CFO needs quarterly KPI targets and cash runway under three macro scenarios
• CEO explores a 3-year market expansion plan with portfolio prioritization using BCG
• Board requests M&A evaluation with downside protection and go/no-go criteria
• Product and GTM leads want KPI forecasts to align hiring and budget decisions
• Investor relations needs a 1-page executive summary showing scenario-based outlooks