Michael Scherer believes that Obama "needs to paint a vision of a post-crisis, post-dysfunction Obama presidency"

[A] repeat of his stump speech will not be enough. Thursday marks the one chance for a big speech to share with the country his vision of what will happen if he wins a second term, to define Forward as more than just a slogan. His own grade for himself is incomplete, and his strategists are all too aware that many Americans have lost sight, and faith, in his ability to complete the job. Now is his chance to tell the American people what they are voting for, not just what they are voting against. 

Noah Millman provides Obama an agenda.