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Cascading Goals Framework Roadmap

Implementation Roadmap

Version: 1.0.0 Date: 2026-05-22 Status: Draft

Overview

This roadmap outlines the implementation phases for the unified cascading goals framework supporting OKR and V2MOM methodologies.

Timeline Summary

Phase 1: OKR Cascading          ████████░░░░░░░░░░░░░░░░░░░░░░
Phase 2: Unified Interface      ░░░░░░░░████████░░░░░░░░░░░░░░
Phase 3: Maturity Planning      ░░░░░░░░░░░░░░░░████████░░░░░░
Documentation & Polish          ░░░░░░░░░░░░░░░░░░░░░░░░██████

                                |-------|-------|-------|------|
                                Week 1-2 Week 3-4 Week 5-6 Week 7-8

Phase 1: Extend OKRs with Cascading

Goal: Add parent-child relationships and cascading support to OKR structure

Milestone 1.1: OKR Type Extensions

Files to modify: goals/okr/okr.go

Task Description Priority
Add ParentObjectiveID Link child objectives to parent P0
Add CompanyOKRIDs Align with company-level OKRs P0
Add ChildObjectiveIDs Track child objectives P1
Add SupportsObjectiveIDs to KeyResult Track which parent objectives KR supports P1
Add SLIIDs to KeyResult Link to PRISM SLIs P1
Add AlignmentScore and AlignmentStatus Track alignment metadata P2

Deliverables:

  • [ ] Extended Objective type with cascading fields
  • [ ] Extended KeyResult type with alignment fields
  • [ ] JSON schema updates
  • [ ] Unit tests for serialization

Milestone 1.2: OKR Cascade Logic

Files to create: goals/okr/cascade.go

Task Description Priority
Implement Cascade() method Generate child OKR from parent P0
Add name templating Customize child goal names P1
Add result inheritance Copy parent KRs as templates P1
Add filtering Include/exclude specific objectives P1

Deliverables:

  • [ ] CascadeOKR() function
  • [ ] CascadeOptions configuration type
  • [ ] Name template support
  • [ ] Unit tests with various scenarios

Milestone 1.3: OKR Validation Updates

Files to modify: goals/okr/validate.go

Task Description Priority
Validate ParentObjectiveID references Ensure parent exists P0
Validate KR SupportsObjectiveIDs Ensure referenced objectives exist P1
Add cascade-specific validation Check child properly links to parent P1

Deliverables:

  • [ ] Extended validation for cascading fields
  • [ ] Warning for orphaned objectives
  • [ ] Error for invalid parent references

Phase 2: Unified Goals Interface

Goal: Create abstract interface working with both OKR and V2MOM

Milestone 2.1: Framework Interface

Files to create: goals/framework.go, goals/goal_item.go

Task Description Priority
Define Framework interface Abstract over OKR/V2MOM P0
Define GoalItem type Framework-agnostic goal P0
Define ResultItem type Framework-agnostic result P0
Define CascadeOptions Unified cascade configuration P0
Define ValidationOptions Unified validation configuration P1

Deliverables:

  • [ ] Framework interface with all methods
  • [ ] GoalItem and ResultItem types
  • [ ] Configuration types
  • [ ] Interface documentation

Milestone 2.2: OKR Framework Implementation

Files to create: goals/okr/framework.go

Task Description Priority
Implement Type() Return "okr" P0
Implement Metadata() Extract document metadata P0
Implement GoalItems() Convert objectives to GoalItems P0
Implement ResultItems() Convert KRs to ResultItems P0
Implement Validate() Wrap existing validation P0
Implement Cascade() Wrap cascade logic P0
Implement AlignmentScore() Calculate alignment P1
Implement ToPRISMGoals() Convert to PRISM goals P1

Deliverables:

  • [ ] Complete Framework implementation for OKR
  • [ ] Unit tests for each method
  • [ ] Integration tests with real OKR documents

Milestone 2.3: V2MOM Framework Implementation

Files to create: goals/v2mom/framework.go

Task Description Priority
Implement Type() Return "v2mom" P0
Implement Metadata() Extract document metadata P0
Implement GoalItems() Convert methods to GoalItems P0
Implement ResultItems() Convert measures to ResultItems P0
Implement Validate() Wrap existing validation P0
Implement Cascade() Use existing ParentID logic P0
Implement AlignmentScore() Calculate alignment P1
Implement ToPRISMGoals() Convert to PRISM goals P1

Deliverables:

  • [ ] Complete Framework implementation for V2MOM
  • [ ] Unit tests for each method
  • [ ] Parity with OKR implementation

Milestone 2.4: Alignment Service

Files to create: goals/align.go

Task Description Priority
Implement AlignmentService Core alignment logic P0
Implement Align() method Compare child to parent P0
Calculate AlignmentResult Score and recommendations P0
Identify MissingSupport Parent goals without children P1
Identify UnalignedGoals Child goals without parent P1
Generate Recommendations Actionable suggestions P1

Deliverables:

  • [ ] AlignmentService with full analysis
  • [ ] AlignmentResult type
  • [ ] Recommendation generation
  • [ ] Unit tests for alignment scenarios

Milestone 2.5: CLI Commands (Phase 2)

Files to create: cli/goals/*.go

Task Description Priority
Create goals command group Parent command P0
Implement cascade command Generate child frameworks P0
Implement align command Validate alignment P0
Implement import command Import to PRISM goals P1
Add --format flag JSON, markdown output P1

Deliverables:

  • [ ] prism goals cascade command
  • [ ] prism goals align command
  • [ ] prism goals import command
  • [ ] Help text and examples

Phase 3: Maturity-Driven Planning

Goal: Enable goal suggestions and planning based on SLI maturity gaps

Milestone 3.1: Suggestion Service

Files to create: goals/suggest.go

Task Description Priority
Implement SuggestionService Core suggestion logic P0
Analyze SLI gaps Compare current vs threshold P0
Generate Suggestion objects Title, description, KRs P0
Calculate priority Based on gap and impact P1
Estimate effort Based on gap size P1
Filter by domain/layer Focused suggestions P1

Deliverables:

  • [ ] SuggestionService implementation
  • [ ] Suggestion and SLIGap types
  • [ ] Priority and effort estimation
  • [ ] Domain/layer filtering

Milestone 3.2: Plan Service

Files to create: goals/plan.go

Task Description Priority
Implement PlanService Generate phased plans P0
Calculate maturity progression M2 → M3 → M4 phases P0
Generate phase-specific goals Goals per phase P0
Output as OKR or V2MOM Framework-specific output P1
Include initiative suggestions Enablers for each goal P2

Deliverables:

  • [ ] PlanService implementation
  • [ ] Multi-phase goal generation
  • [ ] OKR and V2MOM output formats

Milestone 3.3: Auto-Scoring from SLI State

Files to create: goals/score.go

Task Description Priority
Implement ScoreService Update scores from state P1
Calculate KR scores Based on SLI current values P1
Calculate Objective scores Average of KR scores P1
Update goal progress Propagate to GoalItem P1

Deliverables:

  • [ ] ScoreService implementation
  • [ ] Automatic score calculation
  • [ ] Integration with state documents

Milestone 3.4: CLI Commands (Phase 3)

Files to modify: cli/goals/*.go

Task Description Priority
Implement suggest command Generate suggestions P0
Implement plan command Generate maturity plan P1
Add --target-level flag Specify target maturity P0
Add --domain filter Filter by domain P1
Add --format okr|v2mom Output format P1

Deliverables:

  • [ ] prism goals suggest command
  • [ ] prism goals plan command
  • [ ] Filter and format options

Documentation & Polish

Documentation Tasks

Task Description Priority
Update README.md Overview and quick start P0
Create user guide Full documentation P0
Add CLI examples Common use cases P0
Create API reference GoDoc documentation P1
Add architecture diagrams Visual documentation P2

Polish Tasks

Task Description Priority
Error message improvements User-friendly errors P1
Progress indicators CLI feedback P2
JSON schema generation For validation P1
Example documents OKR and V2MOM samples P1

Success Criteria

Phase 1 Complete When

  • [ ] OKR documents support ParentObjectiveID field
  • [ ] prism goals cascade generates valid child OKRs
  • [ ] Unit test coverage >80%

Phase 2 Complete When

  • [ ] Both OKR and V2MOM implement Framework interface
  • [ ] prism goals align validates alignment for both frameworks
  • [ ] prism goals import converts either format to PRISM goals

Phase 3 Complete When

  • [ ] prism goals suggest generates actionable suggestions
  • [ ] Suggestions include priority, effort, and impact estimates
  • [ ] prism goals plan generates multi-phase improvement plans

Project Complete When

  • [ ] All CLI commands documented with examples
  • [ ] Integration tests pass for common workflows
  • [ ] README updated with cascading goals documentation

Risk Register

Risk Impact Likelihood Mitigation
Interface too complex High Medium Start minimal, add methods incrementally
OKR/V2MOM differences too large Medium Low Accept some framework-specific features
Suggestion quality poor Medium Medium Validate with real data, iterate
Performance issues Low Low Profile early, optimize hot paths

Dependencies

Dependency Required By Status
prism-maturity Phase 3 Available
prism-roadmap goals/okr Phase 1 Available
prism-roadmap goals/v2mom Phase 2 Available
  • PRD.md - Product Requirements Document
  • TRD.md - Technical Requirements Document