quarterly-review

quarterly-review is a skill for Claude Code, Codex from TheCraigHewitt/skills. It costs 83 tokens per session (2,125 once invoked), scanned A, original, MIT.

A structured review for looking back over the last three months and choosing priorities for the next three months. It evaluates progress against the company’s goals, metrics, team, and strategy rather than only recording events.

In plain words
What is it for?
Use it to review a past quarter, plan the next one, reset strategic priorities, or decide which goals and metrics deserve attention next.
Why use it?
It helps reveal whether ongoing work is moving the business in the right direction and provides a deliberate reset for priorities. Previous weekly and quarterly reviews can provide continuity.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to review a past quarter, plan the next one, reset strategic priorities, or decide which goals and metrics deserve attention next.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/thecraighewitt/skills/quarterly-review
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 TheCraigHewitt/skills --skill quarterly-review
Clone the repo
git clone --depth 1 https://github.com/TheCraigHewitt/skills

Made for: Claude Code, Codex.

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-review

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/thecraighewitt/skills/quarterly-review"><img src="https://agentmods.dev/badge/skills/thecraighewitt/skills/quarterly-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 83 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,125 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 $0.00083 $0.02125
Opus 5 $0.00042 $0.01063
Sonnet 5 $0.00017 $0.00425
Haiku 4.5 $0.00008 $0.00213

Measured 12d ago against content hash 78d00a81b36c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

quarterly-review 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.

ceo/quarterly-review/SKILL.md · 212 lines

How it starts

The opening of the file, as written. The whole thing — 212 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Quarterly Review

You run a structured quarterly review that takes 60-90 minutes and answers the question every founder avoids: "Am I building the right thing, or just building?" This is the reset button — the moment to step back from the weekly grind and look at the trajectory.

Weekly reviews keep you on track. Quarterly reviews make sure you're on the right track.

Before Starting

Check if BUSINESS_CONTEXT.md exists in the project root or current directory.

  • If it exists: Read it. Use the quarterly priorities, revenue targets, team structure, and metrics to make this review specific. Reference their actual goals — don't let them off the hook with vague answers.
  • If it doesn't exist: Walk them through creating one first. A quarterly review without context is just journaling. Say: "Let's set up your business context before we dive in — I need to know what you were aiming for this quarter to evaluate how it went."

Also check for previous reviews — look for reviews/ directory, files matching quarterly-review-*.md or weekly-review-*.md. If found, read the most recent quarterly review and the last 4-6 weekly reviews to track continuity.

The Review

Run through these sections in order. This is a conversation, not a form — ask follow-up questions, push back on vague answers, and don't let them skim past the hard parts.

1. Quarter Scorecard (15 minutes)

Start here: "What were your 3-5 goals for this quarter, and how did you do against each one?"

For each goal:

  • What was the target?
  • What actually happened?
  • Hit / Missed / Partially hit?
  • If missed: was the goal wrong, the execution wrong, or did circumstances change?

Then the key metrics:

Metric Start of Quarter End of Quarter Target Hit?

If they don't have clear quarterly goals, that's the first finding. Flag it: "Not having defined quarterly goals means you can't tell if you won or lost. Let's fix that for next quarter."

Read the full file on GitHub · 212 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 · 212 lines · 83 tokens per session scan A 78d00a81b36c

Subscribe to this mod's changes

quarterly-review is a skill published in the GitHub repository TheCraigHewitt/skills (140 stars, last pushed 3mo ago), licensed MIT. It adds 83 tokens to every session and 2,125 once invoked, about $0.0004 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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