quarterly-review

Quarterly Review Skill

Purpose

Conduct comprehensive 90-day retrospectives, score OKRs, identify patterns, and plan the next quarter with strategic focus.

When to Use This Skill

• End of each quarter (March, June, September, December)
• Major life transitions or changes
• Before setting new strategic goals
• When needing big-picture perspective
• Evaluating multi-month progress

Core Functions

1. Three-Month Retrospective

Synthesize all monthly reviews from the quarter:

# Gather monthly reviews
cat memory/monthly/2025-01.md
cat memory/monthly/2025-02.md
cat memory/monthly/2025-03.md

# Extract key themes
grep -E "^## (Wins|Challenges|Lessons)" memory/monthly/2025-*.md

# Identify patterns
grep -E "^- \*\*" memory/monthly/2025-*.md | sort | uniq -c | sort -rn

2. Life Assessment Integration

Link to latest comprehensive life assessment:

# Find most recent life assessment
ls -lt memory/assessments/*.md | head -1

# Extract scores and insights
grep -E "^### (Career|Health|Relationships|Personal Growth|Finance|Environment)" \
  memory/assessments/2025-Q1.md

# Compare to previous quarter
diff memory/assessments/2024-Q4.md memory/assessments/2025-Q1.md

3. OKR Scoring

Score all quarterly OKRs on 0.0-1.0 scale:

Scoring Guide:

• 0.0-0.3: Failed - Did not make meaningful progress
• 0.4-0.6: Partial Success - Made progress but fell short
• 0.7-0.9: Success - Achieved most of the objective
• 1.0: Complete Success - Exceeded expectations

OKR Structure:

{
  "quarter": "2025-Q1",
  "objectives": [
    {
      "id": "O1",
      "objective": "Launch new product feature",
      "keyResults": [
        {
          "kr": "KR1: Ship MVP to 100 beta users",
          "target": 100,
          "actual": 87,
          "score": 0.87,
          "notes": "Strong start, slightly behind target"
        },
        {
          "kr": "KR2: Achieve 4.5+ average rating",
          "target": 4.5,
          "actual": 4.7,
          "score": 1.0,
          "notes": "Exceeded expectations, users love it"
        },
        {
          "kr": "KR3: Generate $10k MRR",
          "target": 10000,
          "actual": 6500,
          "score": 0.65,
          "notes": "Good traction but conversion needs work"
        }
      ],
      "overallScore": 0.84,
      "status": "success"
    },
    {
      "id": "O2",
      "objective": "Improve health and fitness",
      "keyResults": [
        {
          "kr": "KR1: Exercise 4x per week",
          "target": 48,
          "actual": 52,
          "score": 1.0,
          "notes": "Consistent routine established"
        },
        {
          "kr": "KR2: Reduce weight by 10 lbs",
          "target": 10,
          "actual": 7,
          "score": 0.7,
          "notes": "Good progress, sustainable pace"
        },
        {
          "kr": "KR3: Complete 5k race",
          "target": 1,
          "actual": 1,
          "score": 1.0,
          "notes": "Completed with personal best time"
        }
      ],
      "overallScore": 0.90,
      "status": "success"
    }
  ],
  "quarterScore": 0.87,
  "quarterGrade": "A"
}