quarterly-review

Quarterly Review

Purpose

Re-runs the fluency assessment, compares to the previous scorecard, identifies what moved and what didn't, and produces the next board update. This is the ongoing cadence skill — run it every quarter to keep adoption on track and the board informed.

Core principle: Measure the delta, not just the current state. The board wants to see trajectory, not a snapshot.

Context Intake

Unfamiliar ~~category placeholders? See CONNECTORS.md for connected-tool categories.

Accept the input artifact in any form: a file path, pasted text, an attachment, or output from a skill run earlier in this conversation. If ~~cloud storage is connected, offer to fetch it from there.

If no previous scorecard is provided, check adoption.local.md for a Previous scorecards: entry matching the department this review covers, before falling back to the existing rule (no previous scorecard → run full-adoption-cycle instead). In multi-department setups, compare like with like — never diff this quarter's Engineering scorecard against last quarter's Sales one.

For Department: and Currency:, use the first available source: the scorecard → adoption.local.md (the department this run covers; by default the one marked (primary) — see CLAUDE.md Local Configuration) → ask the leader (currency defaults to USD). If the config lists multiple departments or whole org and no scorecard pins this run to one, confirm which department (or org-wide/Generic) before producing numbers.

Flow

digraph review {
    "Retrieve previous artifacts" [shape=box];
    "Confirm exposure register" [shape=box];
    "Re-run fluency-assessment" [shape=box];
    "Compare scorecards" [shape=box];
    "Identify what moved, what didn't" [shape=box];
    "Update blocker report" [shape=box];
    "Produce comparison report" [shape=box];
    "Draft board update" [shape=box];
    "Route to next action" [shape=doublecircle];

    "Retrieve previous artifacts" -> "Confirm exposure register";
    "Confirm exposure register" -> "Re-run fluency-assessment";
    "Re-run fluency-assessment" -> "Compare scorecards";
    "Compare scorecards" -> "Identify what moved, what didn't";
    "Identify what moved, what didn't" -> "Update blocker report";
    "Update blocker report" -> "Produce comparison report";
    "Produce comparison report" -> "Draft board update";
    "Draft board update" -> "Route to next action";
}