Prioritize Strategic Investments
Requirements
CSV file with initiative names, cost/effort estimates, and impact/value scores
1
If the CSV path was not already provided, ask the user for it.
Common sources: Initiative proposals, budget requests, project portfolios.
Establish for the subtask:
- Output path:
Parsed Executive Data
- Column types to detect: initiative names, costs/effort, impact/value scores, time to ROI
5
Prepare the prioritization analysis:
- Identify columns for: initiative name, cost/effort, impact/value
- If columns are unclear, ask the user to specify
- Normalize the data if scales differ:
- Convert costs to relative scale (Low/Med/High) if not numeric
- Ensure impact is on consistent scale
- Identify any additional factors (time to ROI, risk, strategic fit)
6
Build the scoring model:
- Calculate a simple priority score: Impact / Effort (higher = better)
- If time to ROI exists, factor it in (shorter = better)
- Rank all initiatives by score
- Categorize into four quadrants:
- High Impact / Low Effort: "Do First"
- High Impact / High Effort: "Plan Carefully"
- Low Impact / Low Effort: "Fill-ins"
- Low Impact / High Effort: "Avoid"
Present results following the Investment Prioritization template.
Include the ranked table and priority matrix.
7
Provide investment allocation recommendations:
- Identify "must-fund" initiatives (top 3 by score)
- Identify "should-fund" initiatives (next tier)
- Identify initiatives to defer or cut
- Calculate total budget for each tier
Explain the decision framework used so stakeholders can understand the logic.
To run this task you must have the following required information:
> CSV file with initiative names, cost/effort estimates, and impact/value scores
If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.
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Add all steps to your todo list now and begin executing.
## Steps
1. If the CSV path was not already provided, ask the user for it.
Common sources: Initiative proposals, budget requests, project portfolios.
Establish for the subtask:
- Output path: `./documents/tmp/executive-data.json`
- Column types to detect: initiative names, costs/effort, impact/value scores, time to ROI
2. [Gather Requirements for Parse and Interpret CSV] The next step has the following requirements: "CSV file path to parse. Column type hints (e.g., "scores, customers, dates, categories"). Output file path for the interpreted data.". Search the user's data for this information or ask them directly if needed. Do not proceed until you have this information.
3. [Execute Parse and Interpret CSV Task]: Spawn a subagent and provide it with the requirements gathered above and instructions to read `./skills/sauna/[skill_id]/references/recipes/stdlib.csv.interpret.md` for its task list
4. [Read Parsed Executive Data]: Read the file at `./documents/tmp/executive-data.json` and analyze its contents (Load the parsed and interpreted CSV data)
5. [Read Executive Analytics Guide]: Read the documentation in: `./skills/sauna/[skill_id]/references/executive.analytics.guide.md` (Investment prioritization output format)
6. Prepare the prioritization analysis:
1. Identify columns for: initiative name, cost/effort, impact/value
2. If columns are unclear, ask the user to specify
3. Normalize the data if scales differ:
- Convert costs to relative scale (Low/Med/High) if not numeric
- Ensure impact is on consistent scale
4. Identify any additional factors (time to ROI, risk, strategic fit)
7. Build the scoring model:
1. Calculate a simple priority score: Impact / Effort (higher = better)
2. If time to ROI exists, factor it in (shorter = better)
3. Rank all initiatives by score
4. Categorize into four quadrants:
- High Impact / Low Effort: "Do First"
- High Impact / High Effort: "Plan Carefully"
- Low Impact / Low Effort: "Fill-ins"
- Low Impact / High Effort: "Avoid"
Present results following the Investment Prioritization template.
Include the ranked table and priority matrix.
8. Provide investment allocation recommendations:
1. Identify "must-fund" initiatives (top 3 by score)
2. Identify "should-fund" initiatives (next tier)
3. Identify initiatives to defer or cut
4. Calculate total budget for each tier
Explain the decision framework used so stakeholders can understand the logic.