sf-agent-framework/sf-core/tasks/strategy-development.md

AI Agent Orchestration Framework for Salesforce Development - Two-phase architecture with 70% context reduction

# Strategy Development

## Purpose

Develop comprehensive Salesforce platform strategies that align with business
objectives and drive long-term value realization.

## Instructions

1. **Business Alignment**
   - Review business strategy
   - Identify strategic objectives
   - Map platform capabilities
   - Define value drivers
   - Establish success metrics

2. **Platform Vision**
   - Create platform vision statement
   - Define target state architecture
   - Plan capability roadmap
   - Design adoption journey
   - Set transformation goals

3. **Capability Assessment**
   - Evaluate current state
   - Identify capability gaps
   - Assess platform maturity
   - Review technical debt
   - Analyze adoption levels

4. **Strategic Roadmap**
   - Define initiative phases
   - Prioritize capabilities
   - Plan release timeline
   - Allocate resources
   - Set milestones

5. **Governance Model**
   - Design governance structure
   - Define decision rights
   - Create funding model
   - Establish metrics framework
   - Plan change management

6. **Value Realization**
   - Define value metrics
   - Create measurement plan
   - Design benefits tracking
   - Plan value communication
   - Establish continuous improvement

## Input Requirements

- Business strategy documents
- Current platform assessment
- Market analysis
- Technology trends
- Budget constraints
- Organizational readiness

## Output Format

- Strategy Document Package:
  - Executive summary
  - Platform vision
  - Strategic roadmap
  - Governance model
  - Investment plan
  - Success metrics
  - Risk mitigation

## Strategy Components

- **Vision**: Future state aspiration
- **Objectives**: Strategic goals
- **Roadmap**: Implementation timeline
- **Governance**: Operating model
- **Metrics**: Success measures
- **Investment**: Funding approach

## Strategic Themes

- Digital transformation
- Customer experience
- Operational excellence
- Innovation enablement
- Data-driven decisions
- Ecosystem integration

## Best Practices

- Align with business
- Think long-term
- Plan incrementally
- Measure value
- Communicate clearly
- Adapt to change
- Foster innovation