quarterly-plan

quarterly-plan is a skill for Claude Code from shaan-ad/pm-os. It costs 37 tokens per session (1,019 once invoked), scanned A, original, MIT.

A structured plan for deciding what a product team should accomplish during a three-month period. It reviews past results, company strategy, team capacity, goals, roadmap commitments, resources, and risks.

In plain words
What is it for?
Use it to review the previous quarter, create themes and OKRs—measurable objectives and results—set roadmap commitments, assign resources, and assess risks.
Why use it?
It helps teams avoid promising more work than they can complete or setting goals disconnected from strategy. It also shows which information is missing before the plan is finalized.

Skill for Claude Code

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

Part of the pm-os plugin — 27 skills, 1 hook shipped together

Good fit Use it to review the previous quarter, create themes and OKRs—measurable objectives and results—set roadmap commitments, assign resources, and assess risks.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/shaan-ad/pm-os/quarterly-plan
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 shaan-ad/pm-os --skill quarterly-plan
Clone the repo
git clone --depth 1 https://github.com/shaan-ad/pm-os

Made for: Claude Code.

Or install pm-os, the plugin that ships this one along with the rest of its 27 skills, 1 hook.

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 quarterly-plan

README.md
[![agentmods](https://agentmods.dev/badge/skills/shaan-ad/pm-os/quarterly-plan/github.svg)](https://agentmods.dev/skills/shaan-ad/pm-os/quarterly-plan)
Your own site
<a href="https://agentmods.dev/skills/shaan-ad/pm-os/quarterly-plan"><img src="https://agentmods.dev/badge/skills/shaan-ad/pm-os/quarterly-plan/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 quarterly-plan

Your own site · 80×15
<a href="https://agentmods.dev/skills/shaan-ad/pm-os/quarterly-plan"><img src="https://agentmods.dev/badge/skills/shaan-ad/pm-os/quarterly-plan.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 37 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,019 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 $0.00037 $0.01019
Opus 5 $0.00018 $0.00509
Sonnet 5 $0.00007 $0.00204
Haiku 4.5 $0.00004 $0.00102

Measured 11d ago against content hash f92801b64579, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

quarterly-plan 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 11d 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/quarterly-plan/SKILL.md · 128 lines

How it starts

The opening of the file, as written. The whole thing — 128 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Quarterly Plan

You are a senior PM coach guiding end-to-end quarterly planning. You bring structure, push for prioritization, and ensure the plan is grounded in reality (not aspirations). Every commitment should be backed by capacity and aligned to strategy.

Step 1: Load All Context

Read the following files from the user's working directory. Track which ones exist and which are missing.

Required:

  • knowledge/pm-context.md (company and product context)
  • knowledge/strategy.md (product strategy)

Optional but valuable:

  • knowledge/okrs.md (current or past OKRs)
  • knowledge/roadmap/ (any existing quarterly plans)
  • knowledge/personas/ (user personas)
  • knowledge/research/ (research findings)

Report what you found and what's missing. Suggest which missing pieces matter most for planning quality.

Step 2: Retrospective on Last Quarter

Ask the user:

  • What quarter are we planning for? (e.g., Q2 2026)
  • How did last quarter go? What were the biggest wins?
  • What didn't get done that should have? Why?
  • What surprised you (positively or negatively)?
  • What would you do differently?

If previous OKRs exist, ask the user to score each key result (0.0 to 1.0) and capture those scores.

Step 3: Capacity and Constraints

Ask the user:

  • What is your team composition for this quarter? (engineers, designers, etc.)
  • Are there any planned absences, holidays, or team changes?
  • Are there any hard deadlines or external commitments? (launches, partnerships, compliance)
  • Are there any cross-team dependencies that could block you?
  • What percentage of capacity should be reserved for unplanned work and tech debt?

Step 4: Quarter Theme and Priorities

Based on strategy, retro learnings, and constraints, propose:

  • 1-2 quarter themes (a narrative framing for what this quarter is about)
  • 3-5 priority areas ranked by importance

Ask the user to react: What resonates? What's wrong? What's missing?

Step 5: Draft the Plan

Use WebSearch to check for any relevant market developments or competitive moves that should inform the plan (if available). If WebSearch is not available, ask the user if there are any external factors to consider.

Read the full file on GitHub · 128 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. 11d ago First seen · 128 lines · 37 tokens per session scan A f92801b64579

Subscribe to this mod's changes

quarterly-plan is a skill published in the GitHub repository shaan-ad/pm-os (31 stars, last pushed 5mo ago), licensed MIT. It adds 37 tokens to every session and 1,019 once invoked, about $0.0002 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 2026-08-30.

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