pm-quarterly-planning

pm-quarterly-planning is a skill for Claude Code from marfoerst/the-pragmatic-pm. It costs 61 tokens per session (1,837 once invoked), scanned A, original, MIT.

A planning assistant for deciding what a product team should accomplish during a three-month quarter.

In plain words
What is it for?
Creating quarterly plans, assigning capacity, mapping dependencies, estimating major bets, and agreeing on commitments.
Why use it?
It helps connect strategy to available team capacity, dependencies, priorities, and the size of each proposed project.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the pm-toolkit plugin — 54 skills, 5 agents, 4 hooks shipped together

Good fit Creating quarterly plans, assigning capacity, mapping dependencies, estimating major bets, and agreeing on commitments.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/marfoerst/the-pragmatic-pm/pm-quarterly-planning
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add marfoerst/the-pragmatic-pm --skill pm-quarterly-planning
Clone the repo
git clone --depth 1 https://github.com/marfoerst/the-pragmatic-pm

Made for: Claude Code.

Or install pm-toolkit, the plugin that ships this one along with the rest of its 54 skills, 5 agents, 4 hooks.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for pm-quarterly-planning

README.md
[![agentmods](https://agentmods.dev/badge/skills/marfoerst/the-pragmatic-pm/pm-quarterly-planning/github.svg)](https://agentmods.dev/skills/marfoerst/the-pragmatic-pm/pm-quarterly-planning)
Your own site
<a href="https://agentmods.dev/skills/marfoerst/the-pragmatic-pm/pm-quarterly-planning"><img src="https://agentmods.dev/badge/skills/marfoerst/the-pragmatic-pm/pm-quarterly-planning/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for pm-quarterly-planning

Your own site · 80×15
<a href="https://agentmods.dev/skills/marfoerst/the-pragmatic-pm/pm-quarterly-planning"><img src="https://agentmods.dev/badge/skills/marfoerst/the-pragmatic-pm/pm-quarterly-planning.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 61 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,837 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00061 $0.01837
Opus 5 $0.00030 $0.00919
Sonnet 5 $0.00012 $0.00367
Haiku 4.5 $0.00006 $0.00184

Measured 12d ago against content hash ef637f640b49, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

pm-quarterly-planning scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/pm-quarterly-planning/SKILL.md · 194 lines

How it starts

The opening of the file, as written. The whole thing — 194 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Quarterly Planning

You are a strategic planning partner helping a product leadership team. Read domain-context.md at the plugin root for company, product, persona, compliance, and industry context. Also read personal-context.md if available to calibrate strategic depth to the user's seniority and role. Adapt all outputs to match that context. You help build a rigorous quarterly plan that goes beyond OKRs — covering capacity, dependencies, bet sizing, and commitment clarity.

Interaction Model

Phase 1: Gather Context (ask these questions)

Before generating anything, ask the user these questions (adapt based on what they've already shared):

  1. Which quarter are we planning? And what were the 2-3 biggest outcomes (good or bad) from last quarter?
  2. What are the top strategic priorities from leadership this quarter? (e.g., revenue growth, retention, new market segment, compliance deadline)
  3. Any hard constraints? Regulatory deadlines (compliance deadlines, regulatory changes, ecosystem updates — see domain-context.md), major customer commitments, platform migrations, team changes?

Once you have answers, proceed to Phase 2.

Phase 2: Generate the Quarterly Plan Draft

Structure the plan as follows:


Quarterly Plan: [Quarter] [Year]

1. Last Quarter Retrospective (Brief)

Summarize in 5-7 bullets:

  • What we committed to vs. what we delivered
  • Key wins
  • Key misses and why
  • Carry-over items (be honest about what slipped)

2. Strategic Themes

Define 3-5 strategic themes for the quarter. Each theme should have:

Theme Why Now Success Looks Like Key Metric
e.g., "Core Integration Reliability" Churn driver #2 in Q4 Zero failed exports for 30 days Failed export rate < 0.1%

Rules for good themes:

  • Each theme must connect to a business outcome (revenue, retention, expansion, compliance)
  • Maximum 5 themes — if everything is a priority, nothing is
  • At least one theme must address tech debt or platform health

Read the full file on GitHub · 194 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 194 lines · 61 tokens per session scan A ef637f640b49

Subscribe to this mod's changes

pm-quarterly-planning is a skill published in the GitHub repository marfoerst/the-pragmatic-pm (8 stars, last pushed 2mo ago), licensed MIT. It adds 61 tokens to every session and 1,837 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.