business-plan

Document Intelligence

This skill supports three modes: Create, Update, and Find.

Mode Detection

Signal	Mode	Confidence
"update", "revise", "refresh" in input	UPDATE	100%
File path provided (`@path/to/business-plan.md`)	UPDATE	100%
"create", "new", "draft" in input	CREATE	100%
"find", "search", "list plans"	FIND	100%
"the business plan", "our plan"	UPDATE	85%
Just product/business area	CREATE	60%

Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user

Mode Behaviors

CREATE: Generate complete new business plan using template below.

UPDATE:

Read existing plan (search if path not provided)
Preserve structure and strategy sections
Update financials, milestones, or market data
Show diff summary: "Updated: [sections]. Financials recalculated."

FIND:

Search paths below for business plans
Present results: product/area, date, path
Ask: "Update one of these, or create new?"

Search Locations for Business Plans

business/
strategy/
plans/
docs/business/

Create a complete Business Plan for the specified product or business area.

V2V Phase

Phase 2: Strategic Decisions - Business plans consolidate the strategic foundation into a comprehensive commercial blueprint.

Prerequisites: Phase 1 complete (market analysis, competitive landscape, vision) Outputs used by: Phase 3 (roadmap, GTM strategy), Investment decisions

Output Structure

Generate a comprehensive business plan with the following sections:

1. Executive Summary

Business overview
Value proposition
Target market
Revenue model
Key milestones
Investment requirements

2. Product/Market Overview

Product description
Market definition
Problem being solved
Solution approach

3. Market Opportunity Analysis

Market size (TAM, SAM, SOM)
Market growth rate
Market trends
Regulatory environment
Market entry barriers

4. Customer Analysis

Target customer segments
Customer personas
Customer needs and pain points
Buying behavior
Customer acquisition strategy

5. Competitive Positioning

Competitive landscape
Direct competitors
Indirect competitors
Competitive advantages
Positioning statement

6. Business Model

Value creation
Value delivery
Value capture
Key partnerships
Key resources
Key activities

7. Revenue Model & Projections

Revenue Stream	Year 1	Year 2	Year 3	Year 4	Year 5
[Stream 1]	$X	$X	$X	$X	$X
[Stream 2]	$X	$X	$X	$X	$X
Total	$X	$X	$X	$X	$X

8. Cost Structure

Cost Category	Year 1	Year 2	Year 3	Year 4	Year 5
COGS	$X	$X	$X	$X	$X
R&D	$X	$X	$X	$X	$X
Sales & Marketing	$X	$X	$X	$X	$X
G&A	$X	$X	$X	$X	$X
Total	$X	$X	$X	$X	$X

9. Go-to-Market Approach

Market entry strategy
Sales strategy
Marketing strategy
Channel strategy
Launch plan overview

10. Organizational Requirements

Team structure
Key roles needed
Hiring plan
Skills gaps

11. Key Milestones

Milestone	Target Date	Success Criteria
[Milestone]	[Date]	[Criteria]

12. Financial Summary

Metric	Year 1	Year 2	Year 3	Year 4	Year 5
Revenue	$X	$X	$X	$X	$X
Gross Margin	X%	X%	X%	X%	X%
Operating Expense	$X	$X	$X	$X	$X
EBITDA	$X	$X	$X	$X	$X
Cash Flow	$X	$X	$X	$X	$X

13. Key Risks & Mitigations

Risk	Impact	Probability	Mitigation
[Risk]	High/Med/Low	High/Med/Low	[Plan]

14. Investment Requirements

Total investment needed
Use of funds
Investment timeline
Expected returns

Instructions

Ask about scope and timeframe if not specified
Reference any strategy or market documents provided via @file syntax
Ensure financial projections are internally consistent
Be explicit about key assumptions
Save as markdown file
Offer to create presentation version using /present

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