quarterly-review

Quarterly Review: Personal Business Quarterly Review (PBQR)

Prime Directive: Turn reflection into decisions. If it doesn't change next quarter, it doesn't belong here.

Overview

This interactive skill guides you through a comprehensive quarterly review of your business covering:

• Performance and lived experience
• Financial scoreboard
• Goals and objectives
• Capability and asset growth
• Strategic synthesis and decisions

The output is saved as a Quarterly Log page in Notion for reference and planning.

Notion Integration

Configuration: Notion page URLs are loaded in the following order (first found wins):

1. .claude/config.md or CLAUDE.md - Project-specific configuration (check working directory)
2. .claude-plugin/config.json - Plugin default configuration

Use the Read tool to load configuration at the start of the workflow.

Required Pages (configured in config files):

• Year Plan (config.notion.yearPlan): Strategic plan and OKRs
• Personal Operating Model (config.notion.personalOperatingModel): Strengths, weaknesses, operating manual
• Golden Rules (config.notion.goldenRules): Non-negotiable working principles
• Logbook (config.notion.logbook): Output location for quarterly review

Workflow

Step 0: Setup & Context Gathering

1. Load Configuration:

   // Use Read tool to load Notion page URLs from config
   // Try in order (first found wins):
   // 1. .claude/config.md (check for notion.* URLs in markdown)
   // 2. CLAUDE.md (check for notion.* URLs in markdown)
   // 3. .claude-plugin/config.json (JSON format)
   // Extract config.notion.yearPlan, config.notion.personalOperatingModel,
   // config.notion.goldenRules, config.notion.logbook
   // Use these URLs for all mcp__notion__notion-fetch calls below
   

2. Determine Quarter to Review:

   # Call the command to determine quarter
   /founder-support-system:get-year-and-quarter
   

   This determines the PRECEDING quarter (the one that just ended).