vision-okr-scoring-rubric

vision-okr-scoring-rubric

Trigger: Called by op-quarterly-planning (at the close-out step), op-annual-review. User-facing for "score my quarter."

What It Does

Applies a standard rubric to every key result on a closing OKR set. Replaces "I think we hit ~70% on that one" with a deterministic grade computed from the KR's own success thresholds.

Threshold convention (set at OKR creation, not retrospect):

• target — the planned end value (e.g., 50,000).
• commit — the floor commitment, scoring 0.7 if reached (e.g., 35,000).
• stretch — the stretch target, scoring 1.0 if reached (e.g., 65,000).

Score formula:

• final_value < commit: linear from 0.0 (no progress) to 0.7 (at commit).
• commit ≤ final_value < target: linear from 0.7 to 0.9.
• target ≤ final_value < stretch: linear from 0.9 to 1.0.
• final_value ≥ stretch: 1.0 (capped).

KRs without thresholds are flagged and skipped from the score (and surfaced to open-loops so the next OKR cycle sets thresholds up front).

Steps

1. Read the closing OKR file from vault/vision/00_current/.
2. For each KR, parse commit, target, stretch from the OKR file's frontmatter or inline annotations.
3. Read the final value (manually entered or pulled from the relevant domain plugin's current state).
4. Apply the formula; round to two decimals.
5. Aggregate per-objective average and overall quarter score (mean of all KR scores).
6. Write the scored OKR file to 01_prior/QYYYY-okrs-scored.md.
7. Surface KRs missing thresholds to open-loops as a calibration flag.
8. Return the scored summary.

Output Format

# QYYYY OKRs — Scored
Overall: [N] / 1.00

## [Objective 1] — [average]
- KR1.1: [final] vs commit [c] / target [t] / stretch [s] → [score]
- KR1.2: ...

## [Objective 2] — [average]
...

## Calibration flags
- [KR description] — missing thresholds

Configuration

vault/vision/config.md:

• okr_threshold_default_commit_pct (default 70 — used to seed when user doesn't specify)
• okr_threshold_default_stretch_pct (default 130)

Vault Paths

• Reads: ~/Documents/aireadylife/vault/vision/00_current/QYYYY-okrs.md
• Writes: ~/Documents/aireadylife/vault/vision/01_prior/QYYYY-okrs-scored.md, ~/Documents/aireadylife/vault/vision/open-loops.md