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Claude Skills for Strategy

A strategy that gets done, not one that gets filed.

29 free Claude skills for founders and CEOs. Name the one problem that matters, choose 1–3 bets and what you'll stop doing to pay for them, then turn them into goals, owners and dates your team actually keeps.

Send Me All 29 Strategy SkillsFree. Instant download. No credit card.

You've Left the Offsite With Eleven Priorities and Watched the Plan Fade by Spring…

This Time, Your Strategy Gets Done.

From: Michael Barrick

Dear founder,

Most strategies don't die in the planning room. They fade after it.

The offsite ends with a good deck and a long list of priorities. Then the year starts, the urgent work takes over, and by spring nobody can say which three things matter most.

That's not a hunch. Only 28% of the managers who carry out strategy could name three of their company's priorities (MIT Sloan Management Review, 2018).

And the quiet part is the money. In 2006 a Yahoo executive, Brad Garlinghouse, wrote what became known as the Peanut Butter Manifesto: the company spread its money in a thin layer across everything, so it focused on nothing. The Wall Street Journal printed it that November.

It doesn't have to work that way.

I've spent more than ten years studying how boards and companies run, and I built EntityEngine, a company I founded, so a company's mission, projects, tasks and board decisions live in one place instead of in everyone's inbox.

These 29 Claude skills put that thinking to work for you: name the one problem that matters, pick no more than three bets, say what you'll stop doing, and give every piece of work an owner and a date, then keep checking it until it's done.

Michael Barrick

What Claude Skills for Strategy Are, and How They Work

29 standalone Claude skills that cover strategy from why you exist to the board review. Each skill is a small file you upload once. It teaches Claude to run one strategy job the same careful way every time.

The skills follow seven stages: purpose, diagnosis, bets, goals and measures, initiatives, running it, and the board. Use them in order for a full strategic plan, or pull one skill tonight for your OKRs or next week's board report.

Each skill asks for your facts first, holds you to no more than three bets, marks any missing number as [needs data], gives every action an owner and a date, and checks its own work before you see it. The Plan Your Strategy Route skill picks the right ones for you.

Download all 29 skillsOne zip with one folder per skill, plus a one-page cheat sheet. Free.

What You Can Expect

From Claude Skills for Strategy

The skills follow the order a strategy really gets made and kept: why you exist, what the real problem is, which bets you'll make, how you'll measure them, what work goes behind them, how you run it every week, and how the board oversees it. Every skill also works on its own.

The strategy workflow

1Purpose
›
2Diagnosis
›
3Bets
›
4Goals and measures
›
5Initiatives
›
6Run it
›
7Board
0

Start

Not Sure Where to Begin? Start Here

One skill asks where your strategy stands, your deadline and whether a board is involved, then picks the right skills, runs them in order and checks each step before moving on.

0Plan Your Strategy Route

Skill file: 00-plan-your-strategy-route

Use when

Before an offsite, annual planning or a board retreat, when you don't know where to start

Output

Where your strategy stands, the right skills in order, and each step checked before the next

Skill 00 · Start

If you've ever thought…

“Our offsite is in four weeks and our plan has eleven priorities.”

Send Me All 29 Strategy Skills
1

Stage 1 · 3 skills

Say Why You Exist in Words People Believe

Write a core purpose and mission that would still be true in 50 years, keep only the values that cost you something, and paint a picture of the future concrete enough to check against.

1.1Write Your Core Purpose

Skill file: 01-write-your-core-purpose

Use when

When your mission reads like a slogan, or you're starting a strategic plan

Output

A core purpose and a mission, one line each, tested with the five-whys drill and checked against slogans

Skill 01 · Purpose

If you've ever thought…

“Our mission statement could belong to any company.”

Send Me All 29 Strategy Skills

1.2Choose Values That Bite

Skill file: 02-choose-values-that-bite

Use when

When your company values feel generic and nobody acts on them

Output

3–5 core values, each with the behaviours it means and a hiring question

Skill 02 · Purpose

If you've ever thought…

“Integrity, excellence, teamwork. Does anyone actually live these?”

Send Me All 29 Strategy Skills

1.3Paint the Vivid Vision

Skill file: 03-paint-the-vivid-vision

Use when

When nobody can picture where you're headed, or before a strategy offsite

Output

A 10-year big goal and a 3-year vivid picture you can check against, flagged if it's only a number

Skill 03 · Purpose

If you've ever thought…

“Our vision is just a revenue number.”

Send Me All 29 Strategy Skills
2

Stage 2 · 4 skills

Name the One Problem That Matters Before Anyone Sets Goals

Build a facts base with a source for every claim, find the crux, mark up the current plan for bad strategy, and see where your money, people and time really go.

2.1Build the Facts Base

Skill file: 04-build-the-facts-base

Use when

Before an offsite or annual planning, when the debate runs on opinions

Output

One page of results, customers, competitors and capabilities, each with a source, fact kept apart from opinion

Skill 04 · Diagnosis

If you've ever thought…

“We argue about the market, but nobody has the facts in one place.”

Send Me All 29 Strategy Skills

2.2Find the Crux

Skill file: 05-find-the-crux

Use when

When your strategy is really a target like “grow 20%”

Output

The one challenge that matters most and can be solved, using Rumelt's diagnosis and crux

Skill 05 · Diagnosis

If you've ever thought…

“We have goals. I'm not sure we have a strategy.”

Send Me All 29 Strategy Skills

2.3Run the Bad-Strategy Check

Skill file: 06-run-the-bad-strategy-check

Use when

Before an offsite, when you suspect the plan is a wish list

Output

Your plan marked up for fluff, a missing challenge, goals posing as strategy and too many priorities

Skill 06 · Diagnosis

If you've ever thought…

“Is our strategic plan actually a strategy?”

Send Me All 29 Strategy Skills

2.4Run the Peanut-Butter Test

Skill file: 07-run-the-peanut-butter-test

Use when

Before budgeting or annual planning, when money is spread across everything

Output

Where money, people and leadership time really go, set against what you say matters, in numbers

Skill 07 · Diagnosis

If you've ever thought…

“We say three things matter, but the budget funds twenty.”

Send Me All 29 Strategy Skills
3

Stage 3 · 5 skills

Choose 1–3 Bets, and What You'll Stop Doing to Pay for Them

Lay out real options, test what would have to be true, run a pre-mortem, pick no more than three bets with a stop list, and write the strategy on one page.

3.1Generate Strategic Options

Skill file: 08-generate-strategic-options

Use when

When the team only argues for one plan

Output

3–5 real options, each a where-to-play and how-to-win choice, including “do less”

Skill 08 · Bets

If you've ever thought…

“Everyone's arguing about the same single plan.”

Send Me All 29 Strategy Skills

3.2Test What Would Have to Be True

Skill file: 09-test-what-would-have-to-be-true

Use when

When the strategy debate runs on opinions instead of evidence

Output

What would have to be true for each option, the doubtful conditions, and the cheapest test for each

Skill 09 · Bets

If you've ever thought…

“How do we settle this without just voting on opinions?”

Send Me All 29 Strategy Skills

3.3Run a Pre-Mortem

Skill file: 10-run-a-pre-mortem

Use when

Before you commit to bets, a strategic plan or a board vote

Output

Failure stories, ranked risks, early warnings and a fix for each

Skill 10 · Bets

If you've ever thought…

“What could sink this plan that nobody is saying out loud?”

Send Me All 29 Strategy Skills

3.4Choose Your Bets and Stop List

Skill file: 11-choose-your-bets-and-stop-list

Use when

After an offsite, or when you have too many priorities

Output

1–3 strategic bets, never more, and a stop list for each

Skill 11 · Bets

If you've ever thought…

“We have eleven priorities. Help.”

Send Me All 29 Strategy Skills

3.5Write the One-Page Strategy

Skill file: 12-write-the-one-page-strategy

Use when

For a strategic plan, board approval or an offsite readout

Output

Purpose, diagnosis, guiding policy, 1–3 bets, goals, actions and measures on one page

Skill 12 · Bets

If you've ever thought…

“I need one page everyone can answer to.”

Send Me All 29 Strategy Skills
4

Stage 4 · 4 skills

Turn the Bets Into Goals You Can Measure

Set three-year goals with a baseline and a target, turn each bet into OKRs, find the weekly lead measures, and build one balanced scorecard.

4.1Set Three-Year Goals

Skill file: 13-set-three-year-goals

Use when

When goals are vague or missing, or before annual planning

Output

3–5 outcome goals, each with a baseline, target, date, source and owner

Skill 13 · Goals and measures

If you've ever thought…

“Our goals say “improve” and “grow” but never by how much.”

Send Me All 29 Strategy Skills

4.2Turn Bets Into OKRs

Skill file: 14-turn-bets-into-okrs

Use when

For quarterly or annual OKRs and goal-setting

Output

One objective per bet with 3–5 key results, committed vs. stretch, and tasks posing as results caught

Skill 14 · Goals and measures

If you've ever thought…

“Our key results are really just a to-do list.”

Send Me All 29 Strategy Skills

4.3Find the Lead Measures

Skill file: 15-find-the-lead-measures

Use when

When your KPIs only tell you, too late, that you missed

Output

1–2 weekly lead measures per goal that your team can move this week

Skill 15 · Goals and measures

If you've ever thought…

“By the time the numbers come in, it's too late to fix anything.”

Send Me All 29 Strategy Skills

4.4Build the Strategy Scorecard

Skill file: 16-build-the-strategy-scorecard

Use when

After goals and OKRs are set, when you only track money

Output

One scorecard across money, customers or mission, operations and people, each measure with a baseline, target, source and owner

Skill 16 · Goals and measures

If you've ever thought…

“We track revenue and nothing else.”

Send Me All 29 Strategy Skills
5

Stage 5 · 4 skills

Put the Money, People and Work Behind Each Bet

Turn the bets into a short list of initiatives, move the budget to match, agree targets with the people who own them, and map what each team needs from the others.

5.1Turn Bets Into Initiatives

Skill file: 17-turn-bets-into-initiatives

Use when

When projects don't link to the strategy

Output

3–7 initiatives, each tied to a bet and a goal, with orphan projects put on the stop list

Skill 17 · Initiatives

If you've ever thought…

“Half our projects don't connect to any priority.”

Send Me All 29 Strategy Skills

5.2Move the Money

Skill file: 18-move-the-money

Use when

In annual planning or budgeting, before the board approves

Output

A from → to table moving budget, people and time onto the bets, with any bet that has nothing behind it flagged

Skill 18 · Initiatives

If you've ever thought…

“The new budget looks exactly like last year's.”

Send Me All 29 Strategy Skills

5.3Run a Catchball Round

Skill file: 19-run-a-catchball-round

Use when

When targets are handed down and the owners don't buy in

Output

Draft targets, the questions owners answer back, and the agreed version on record

Skill 19 · Initiatives

If you've ever thought…

“Our managers nod at the targets and then ignore them.”

Send Me All 29 Strategy Skills

5.4Map Cross-Team Commitments

Skill file: 20-map-cross-team-commitments

Use when

When the strategy depends on several departments or sites

Output

A cross-team commitment log: who needs what from whom, by when, with an owner on both sides

Skill 20 · Initiatives

If you've ever thought…

“Work keeps stalling between teams.”

Send Me All 29 Strategy Skills
6

Stage 6 · 5 skills

Keep the Strategy Alive After the Offsite

Give every milestone one owner and a date, check in weekly, review monthly away from the firefighting, check that people can name the priorities, and reset each quarter on the evidence.

6.1Assign Owners and Deadlines

Skill file: 21-assign-owners-and-deadlines

Use when

After annual planning or an offsite, when “the team owns it”

Output

Each initiative split into quarterly priorities and milestones, each with one owner and a due date

Skill 21 · Run it

If you've ever thought…

“Everyone owns it, so nobody does.”

Send Me All 29 Strategy Skills

6.2Run the Weekly Check-In

Skill file: 22-run-the-weekly-check-in

Use when

For weekly leadership or team meetings

Output

A 30-minute agenda: last week's commitments, the scoreboard, next week's commitments, plus a commitments log

Skill 22 · Run it

If you've ever thought…

“By March, nobody talks about the plan anymore.”

Send Me All 29 Strategy Skills

6.3Run the Monthly Strategy Review

Skill file: 23-run-the-monthly-strategy-review

Use when

For monthly leadership reviews, when firefighting eats the strategy time

Output

A strategy review kept apart from the operations meeting, ending in a review memo

Skill 23 · Run it

If you've ever thought…

“Every strategy meeting turns into a firefighting session.”

Send Me All 29 Strategy Skills

6.4Explain the Strategy to Everyone

Skill file: 24-explain-the-strategy-to-everyone

Use when

After setting priorities, to check that people understand them

Output

A plain message for staff, managers, volunteers and the board, plus a “name our 3 priorities” pulse

Skill 24 · Run it

If you've ever thought…

“If I asked our managers to name our three priorities, could they?”

Send Me All 29 Strategy Skills

6.5Run the Quarterly Reset

Skill file: 25-run-the-quarterly-reset

Use when

At quarter end, before you set the next quarter's priorities

Output

Keep, change or kill for each bet based on the evidence, with money, people and time moved to match

Skill 25 · Run it

If you've ever thought…

“The plan doesn't fit anymore, but we keep defending it.”

Send Me All 29 Strategy Skills
7

Stage 7 · 3 skills

Give the Board Its Real Job: Test, Approve and Watch

Prepare the board strategy session with the options turned down, report progress on one page each quarter, and give directors oversight questions that don't drift into managing.

7.1Prepare the Board Strategy Session

Skill file: 26-prepare-the-board-strategy-session

Use when

Before a board retreat or a board strategy meeting

Output

A board pack: the one-page strategy, the options turned down and why, the key risks, and the decision you're asking for

Skill 26 · Board

If you've ever thought…

“The board is reviewing our strategy next month.”

Send Me All 29 Strategy Skills

7.2Build the Board Strategy Report

Skill file: 27-build-the-board-strategy-report

Use when

Before a quarterly board meeting

Output

A one-page board report: red items first, each bet's scorecard, the risks and the decisions needed

Skill 27 · Board

If you've ever thought…

“Our board report is forty pages of updates.”

Send Me All 29 Strategy Skills

7.3Ask the Board Oversight Questions

Skill file: 28-ask-the-board-oversight-questions

Use when

Before a board meeting, retreat or strategy review, if you're a director

Output

Oversight questions for each stage, rewrites for questions that drift into managing, and a nonprofit lens

Skill 28 · Board

If you've ever thought…

“What should I ask about the strategy without managing it?”

Send Me All 29 Strategy Skills

Which Claude Skill Fits Your Strategy Question?

Match the question you're asking right now to the skill built for it. Each row is colored by the stage it belongs to.

Your questionSkill to use
0Start
“Our offsite is in four weeks and our plan has eleven priorities.”›Plan Your Strategy Route
1Purpose
“Our mission statement could belong to any company.”›Write Your Core Purpose
“Integrity, excellence, teamwork. Does anyone actually live these?”›Choose Values That Bite
“Our vision is just a revenue number.”›Paint the Vivid Vision
2Diagnosis
“We argue about the market, but nobody has the facts in one place.”›Build the Facts Base
“We have goals. I'm not sure we have a strategy.”›Find the Crux
“Is our strategic plan actually a strategy?”›Run the Bad-Strategy Check
“We say three things matter, but the budget funds twenty.”›Run the Peanut-Butter Test
3Bets
“Everyone's arguing about the same single plan.”›Generate Strategic Options
“How do we settle this without just voting on opinions?”›Test What Would Have to Be True
“What could sink this plan that nobody is saying out loud?”›Run a Pre-Mortem
“We have eleven priorities. Help.”›Choose Your Bets and Stop List
“I need one page everyone can answer to.”›Write the One-Page Strategy
4Goals and measures
“Our goals say “improve” and “grow” but never by how much.”›Set Three-Year Goals
“Our key results are really just a to-do list.”›Turn Bets Into OKRs
“By the time the numbers come in, it's too late to fix anything.”›Find the Lead Measures
“We track revenue and nothing else.”›Build the Strategy Scorecard
5Initiatives
“Half our projects don't connect to any priority.”›Turn Bets Into Initiatives
“The new budget looks exactly like last year's.”›Move the Money
“Our managers nod at the targets and then ignore them.”›Run a Catchball Round
“Work keeps stalling between teams.”›Map Cross-Team Commitments
6Run it
“Everyone owns it, so nobody does.”›Assign Owners and Deadlines
“By March, nobody talks about the plan anymore.”›Run the Weekly Check-In
“Every strategy meeting turns into a firefighting session.”›Run the Monthly Strategy Review
“If I asked our managers to name our three priorities, could they?”›Explain the Strategy to Everyone
“The plan doesn't fit anymore, but we keep defending it.”›Run the Quarterly Reset
7Board
“The board is reviewing our strategy next month.”›Prepare the Board Strategy Session
“Our board report is forty pages of updates.”›Build the Board Strategy Report
“What should I ask about the strategy without managing it?”›Ask the Board Oversight Questions

Set Up Claude Skills for Strategy in 5 Minutes

  1. Download the skills pack.One zip with all 29 skills, one folder per skill, plus the cheat sheet. Keep the whole set or pull out only the stage you're working on.
  2. Turn on code execution in Claude.In claude.ai, open Settings → Capabilities and switch on code execution and file creation. On Team and Enterprise plans, your admin controls this.
  3. Upload the skills.Go to Customize → Skills, click +, then Create skill → Upload a skill. Start with 00-plan-your-strategy-route, then add as many as you like. Using ChatGPT or another AI? Paste a skill's text into the chat instead.
  4. Ask in plain words.Attach your plan, notes or numbers and say what you need. Claude applies the skill's method and shows where every finding came from.
Tip: name the skill in your prompt. Phrases like “Use 05-find-the-crux” or “Run 22-run-the-weekly-check-in” tell Claude exactly which method to use instead of letting it guess.
"Use 00-plan-your-strategy-route. Our leadership offsite is in four weeks and our current plan has eleven priorities."
"Use 06-run-the-bad-strategy-check on our strategic plan. Be plain about fluff and goals posing as strategy."
"Use 11-choose-your-bets-and-stop-list on our offsite notes. No more than three bets, and a stop list for each."
"Use 27-build-the-board-strategy-report on this quarter's scorecard. Red items first."

The Quality Bar Every Strategy Skill Meets

Every skill pushes Claude toward a strategy that holds up when your team, your board or your own numbers test it, not generic AI filler.

Strategy is choiceNo more than three bets, and each one names what it stops.
Never invents a factA missing number stays missing, marked [needs data]. No made-up industry statistics.
Every measure has a sourceEach one comes with a baseline, a target, a source and an owner.
Every action has an ownerOne named person and a date. Never “the team owns it.”
Checked before you see itEvery skill checks its work against a list, fixes what fails, and checks again.
Named methods, creditedRumelt's crux, Lafley and Martin's where to play and how to win, OKRs, lead measures and the balanced scorecard.
Your facts firstEach skill asks for what it needs in one short message before it starts.
Confidentiality firstEvery skill reminds you to use only an AI tool your company has approved.

Questions Leaders Ask About Claude Skills for Strategy

What does this pack help me do?

It helps you set a strategy and then carry it out: write a purpose people believe, name the one problem that matters, choose 1–3 bets and a stop list, turn them into goals, measures and initiatives with owners and dates, run the weekly, monthly and quarterly rhythm, and report to your board.

Do I have to use all 29 skills?

No. Each skill stands on its own. Run them in order for a full strategic plan, or pull one when you only need OKRs, a scorecard or the board report.

Does it work for nonprofits?

Yes. One of the two worked examples is a nonprofit with a volunteer board, and the board skills include a nonprofit lens.

Don't most strategies fail anyway?

You've probably seen a big “strategies fail” percentage. Those famous figures don't trace back to solid studies, and an academic review found nobody knows the real rate, so we don't use them. What the research does show is that most leaders struggle to carry strategy out, and the skills are built around the reasons why.

How do the skills get into Claude?

Each skill is one folder with a single file. Upload the ones you need in Customize → Skills, then ask in plain words or name the skill in your prompt.

Do I need a paid Claude plan?

No. Skills work on Claude's free plan. Long jobs, like a full strategic plan with many files, run more smoothly on a paid plan.

Is it safe to use with our real strategy papers?

Only in an AI tool your company has approved. Strategy papers are some of the most sensitive documents a company has, and every skill reminds you of that.

Is this a replacement for a strategy consultant?

No. It does the structured thinking and the paperwork fast. The choices are still yours and your team's.

How does this connect to EntityEngine?

Claude helps you set the strategy. EntityEngine is where you run it: adopt your mission, vision and values by board ballot, run each bet as a project with its own key results and check-ins, and give every task an owner and a due date.

Is this legal or financial advice?

No. It's general education, not legal, tax, accounting or financial advice.

Set It With Claude, Then Run It in EntityEngine

A strategy gets done when the work behind it lives somewhere your team looks every day. Keep the mission, the projects, the tasks and the board record in one place.

How they fit together

The Claude skillsHelp you set the strategy: purpose, diagnosis, bets, goals, measures and the board pack.
EntityEngineWhere you run it: the adopted mission, each bet as a project, and every task with an owner and a due date.
Your leadership teamMakes the choices. The skills and the software keep them honest and in view.

What EntityEngine does for you today

1
Company CompassYour mission, vision and values, with revisions, adopted by a board ballot.
2
Projects with key resultsRun each bet as a project with objectives, key results and metric check-ins.
3
Tasks with an owner and a due datePlus reminders, status and a link to the project objective they serve.
4
Board meetings on the recordAgendas, board packets, ballots and minutes, so the strategy review and the vote are kept.
5
Max, the AI assistantCreates tasks and reminders and adds agenda items when you ask.
See EntityEngine

Set a Strategy That Gets Done

Your team doesn't need a longer plan. It needs one problem named, 1–3 bets chosen, and an owner and a date on every piece of work.

EntityEngine is a company Michael Barrick founded. Claude is a product of Anthropic; Claude Skills for Strategy is not made or endorsed by Anthropic. The Yahoo memo was printed by The Wall Street Journal on 18 November 2006. General education, not legal, tax, accounting or financial advice. The presenter in this video is an AI version of Michael Barrick.