Purpose

Review and synthesize the quarter that just ended. Evaluates goal completion, captures learnings, and suggests focus for next quarter.

Usage

•/quarter-review — Review current/recently ended quarter
•/quarter-review Q4 2025 — Review specific past quarter

Step 0: Check if Quarterly Planning is Enabled

Read System/user-profile.yaml:

•Check quarterly_planning.enabled value
•
If false:
- •Display: "Quarterly planning is disabled. Enable it first with /quarter-plan"
- •End command
•If true: Continue to Step 1

Step 1: Determine Target Quarter

If no parameter:

•Calculate current quarter based on q1_start_month
•Assume reviewing current or just-ended quarter

If parameter provided (e.g., "Q4 2025"):

•Parse quarter and year
•Review that specific quarter

Calculate:

•target_quarter: "Q1 2026"
•quarter_start: "2026-01-01"
•quarter_end: "2026-03-31"

Step 2: Context Gathering

Quarter Goals File

Check for 01-Quarter_Goals/Quarter_Goals.md:

If exists and matches target quarter:

•Extract goals that were set
•Note progress percentages (if updated)
•List milestones and completion status

If missing or wrong quarter:

•Check 07-Archives/Reviews/[quarter]-goals.md (archived version)
•If still missing: "No goals found for this quarter"

Task Completion

Scan 03-Tasks/Tasks.md for tasks completed during quarter:

•Count completed tasks in date range
•Major completions
•Tasks that were blocked

Project Activity

Scan 04-Projects/ for activity during quarter:

•Modified files in date range
•Projects launched
•Projects completed
•Projects stalled

Meetings & People

Scan 00-Inbox/Meetings/ for quarter date range:

•Total meetings held
•Key discussions and decisions
•New relationships formed

Weekly Syntheses

Look for 00-Inbox/Weekly_Synthesis_*.md files in quarter:

•Extract recurring themes
•Compile learnings
•Note energy patterns

Step 3: Goal Assessment

For each goal from 01-Quarter_Goals/Quarter_Goals.md:

Evaluate:

•✅ Completed: Fully achieved
•🔄 Partial: Made significant progress but not done
•❌ Not Started: Didn't get to it
•🚫 Deprioritized: Intentionally stopped

For each, capture:

•What was accomplished
•What blocked progress (if incomplete)
•Key learnings

Step 4: Interactive Review

Goal-by-goal walkthrough:

"Goal 1: [Goal title]

Progress indicator showed: [X%] Milestones: [Y of Z completed]

How would you assess this goal?

•✅ Completed

•🔄 Partial (what % done?)

•❌ Didn't get to it

•🚫 Deprioritized"

Wait for user response, then:

"What happened with this goal? (Key wins, blockers, learnings)"

Capture narrative for each goal.

Overall quarter reflection:

"Stepping back, how did this quarter go?

•What were your biggest wins?

•What drained energy or didn't work?

•What would you do differently?

•What surprised you?"

Step 5: Pillar Balance Review

Read System/pillars.yaml and assess:

"Pillar balance this quarter:

•[Pillar 1]: [Goals + activity level]

•[Pillar 2]: [Goals + activity level]

•[Pillar 3]: [Goals + activity level]

Any pillar that needs more attention next quarter?"

Step 5.5: System Health & Backlog Review

Review the Dex system itself and improvement backlog.

Check Dex Backlog

Read System/Dex_Backlog.md if it exists:

Extract:

•Total ideas in backlog
•High-priority ideas (score >= 85)
•Ideas captured during this quarter
•Ideas marked as implemented

Present to user:

"Dex System Improvement Backlog:

•Total ideas captured: [count]

•High-priority (ready to implement): [count]

•Implemented this quarter: [count]

Looking at your Dex backlog:

•Any 1-2 high-impact improvements to prioritize next quarter?

•Any stale ideas (>6 months old) to archive?"

Wait for user input on:

•Which 1-2 ideas to tackle next quarter
•Any ideas to archive or refine

Suggest Backlog Review

If 3+ high-priority ideas exist:

"💡 Consider running /dex-backlog soon to re-rank ideas based on updated system state."

If no Dex_Backlog.md exists:

•Skip this section silently
•In review document, note: "Dex backlog system not yet in use"

Step 6: Generate Quarterly Review

Create 07-Archives/Reviews/[Quarter].md:

markdown

---
quarter: Q1 2026
start_date: 2026-01-01
end_date: 2026-03-31
reviewed_on: [date]
---

# Q1 2026 Quarterly Review

**Jan 1 - Mar 31, 2026**

---

## TL;DR

- **Goals:** [X of Y completed]
- **Key win:** [Biggest accomplishment]
- **Key learning:** [Most important insight]
- **Pillar balance:** [Assessment]

---

## Goal Completion

### Goal 1: [Goal Title] — **[Pillar]**

**Status:** ✅ Completed / 🔄 Partial (X%) / ❌ Not Started / 🚫 Deprioritized

**Original success criteria:**
[What was defined in 01-Quarter_Goals/Quarter_Goals.md]

**What happened:**
[Narrative from user + gathered context]

**Key wins:**
- [Specific accomplishment]

**Blockers/Challenges:**
- [What got in the way]

**Learnings:**
- [What was learned]

---

### Goal 2: [Goal Title] — **[Pillar]**

[Same structure]

---

### Goal 3: [Goal Title] — **[Pillar]**

[Same structure]

---

## Quarter Highlights

### Major Accomplishments
- [Project/initiative completed]
- [Milestone reached]
- [Key decision made]

### Projects Shipped
- [Project 1] — [Brief description]
- [Project 2] — [Brief description]

### New Relationships
- [Person] at [Company] — [Context]

### Key Meetings/Decisions
- [Date]: [Meeting/decision] — [Impact]

---

## What Didn't Work

### Incomplete Goals
- [Goal] — [Why it didn't happen]

### Stalled Projects
- [Project] — [What blocked it]

### Time Drains
- [Activity that consumed time without value]

---

## Learnings & Insights

### Process Learnings
- [What worked well]
- [What to change]

### Personal Insights
- [Self-awareness gained]

### System Improvements
- [Dex system improvements identified]

---

## System Health & Improvement Backlog

### Dex Backlog Activity
- **Ideas captured:** [Count during quarter]
- **Ideas implemented:** [Count marked as completed]
- **Current high-priority ideas:** [Count with score >= 85]

### Improvements Implemented This Quarter
- **[idea-XXX]** [Title] — [Brief description of what was built]
- **[idea-YYY]** [Title] — [Impact it had]

### Next Quarter Priorities
Based on backlog review, prioritize these improvements:
1. [Idea to tackle] — [Why now]
2. [Idea to tackle] — [Why now]

*Run `/dex-backlog` for full ranked list*

---

## Pillar Assessment

| Pillar | Goals | Activity | Assessment |
|--------|-------|----------|------------|
| [Pillar 1] | [X goals] | [High/Med/Low] | [Balanced / Over-indexed / Neglected] |
| [Pillar 2] | [Y goals] | [High/Med/Low] | [Assessment] |
| [Pillar 3] | [Z goals] | [High/Med/Low] | [Assessment] |

**Next quarter adjustment:**
[Which pillar needs more/less focus]

---

## Stats

- **Weeks in quarter:** 13
- **Meetings held:** [Count]
- **Tasks completed:** [Count]
- **Projects shipped:** [Count]
- **Weekly syntheses:** [Count completed]

---

## Next Quarter Suggestions

Based on this quarter's learnings:

### Carry Forward
- [ ] [Incomplete goal to continue]
- [ ] [Unfinished initiative]

### New Opportunities
- [Area to explore next quarter]
- [Project idea that emerged]

### Focus Areas
1. [Suggested priority 1]
2. [Suggested priority 2]
3. [Suggested priority 3]

### Process Changes
- [Adjustment to workflow]
- [System improvement to implement]

---

## Energy Assessment

<details>
<summary>Click to expand</summary>

### What Gave Energy
- [Activities/projects that were energizing]

### What Drained Energy
- [Activities that felt like a slog]

### Adjustment for Next Quarter
- [More of X, less of Y]

</details>

---

*Generated: [timestamp]*
*Command: /quarter-review*

Step 7: Next Quarter Planning Prompt

After review is complete:

"Quarter reviewed and saved to 07-Archives/Reviews/Q1-2026.md

Ready to plan next quarter (Q2 2026)?

I have suggestions based on what you learned this quarter.

[Yes, let's plan Q2] [No, I'll do it later]"

If yes: Flow directly into /quarter-plan next

Follow-up Actions

After review:

•Archive old 01-Quarter_Goals/Quarter_Goals.md if not already done
•Update System/user-profile.yaml with completed quarter
•Suggest running /quarter-plan for next quarter

Integration Points

Called at end of quarter:

•Natural time: Last week of quarter
•Can run anytime after quarter ends

Feeds into /quarter-plan:

•Next quarter planning reads this review
•Suggestions inform new goals

References:

•01-Quarter_Goals/Quarter_Goals.md — Original plan
•Weekly syntheses — Week-by-week activity
•Task completions — Actual work done
•Meeting notes — Context gathered

Graceful Degradation

Missing Goals File

•Can still review based on tasks, projects, meetings
•Notes that no formal goals were set

First Quarter

•No previous quarter to compare to
•Focus on establishing baseline

Incomplete Data

•Works with whatever data is available
•Prompts user to fill in gaps