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):

•.claude/config.md or CLAUDE.md - Project-specific configuration (check working directory)
•.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

•

Load Configuration:

javascript

// 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

•
Determine Quarter to Review:
bash
```
# Call the command to determine quarter
/founder-support-system:get-year-and-quarter
```
This determines the PRECEDING quarter (the one that just ended).
•
Fetch Reference Materials: Use mcp__notion__notion-fetch to retrieve:
- •Personal Operating Model (strengths, weaknesses)
- •Golden Rules (must-follow working principles)
- •Year Plan for current year (strategic objectives)
- •Previous Quarterly Log (if exists) for comparison
•
Brief Context Summary: Show user a 3-line summary:
- •Quarter being reviewed (e.g., "Q4 2025")
- •Current year objectives from Year Plan
- •Key themes from previous quarter (if available)

Section 1: Quarter Snapshot (Reality Check)

Purpose: Establish shared reality before analysis.

Interactive Process:

Use AskUserQuestion with these trigger questions:

•
What worked with less effort than expected? Signals leverage, fit, and hidden advantages.
•
Where did you spend the most energy for the least return? Exposes false priorities and sunk-cost thinking.
•
What surprised you—positively or negatively? Surprises reveal broken assumptions.
•
If this quarter repeated 3 more times, would the business be stronger or weaker? Why? Forces trajectory thinking instead of point-in-time evaluation.
•
What did you avoid or postpone that now feels costly? Highlights fear, discomfort, or unresolved decisions.

Format: Use multiSelect: false for open-ended responses.

Output Structure:

markdown

## Quarter Snapshot: Q[X] [YEAR]

### What Happened
- [5-10 bullets from user responses]

### Narrative Summary
[One paragraph synthesizing the above]

### Quarterly Reset — Keep it alive

*instructions:* This is the maintenance ritual. Short. Non-negotiable. If you skip this, the model rots.

#### The four questions
1. Where did I create disproportionate value?
2. Where did I fight my nature?
3. Which pitfall showed up again?
4. What rule or constraint must tighten?

#### Updates (refer to Personal Operating Model in Notion)
- Strengths to exploit more:
- Weakness routing improvements:
- New constraints:
- Remove constraints (if proven safe):

Section 2: Narrative Review

2.1 Lived Experience

Questions (use AskUserQuestion):

Ask about 3 frictions and 3 tailwinds:

•Frictions: "What consistently pushed you uphill this quarter? Where did things feel hard?"
•Tailwinds: "What moved with little effort? What had natural momentum?"

Output:

markdown

## Lived Experience

### Frictions (What Pushed Uphill)
1. [Friction 1]
2. [Friction 2]
3. [Friction 3]

### Tailwinds (What Moved Easily)
1. [Tailwind 1]
2. [Tailwind 2]
3. [Tailwind 3]

2.2 Constraints & Struggles

Questions (use AskUserQuestion with multiple choice + open):

For each struggle identified in 2.1, ask user to categorize:

Options:

•Structural (system/process issue)
•Capability (skill/knowledge gap)
•Positioning (market/message problem)
•Personal (energy, focus, well-being)

Output:

markdown

## Constraints & Struggles

### [Struggle Name] - [Category]
[User's explanation]

→ **Action**: [Structural/Positioning → next quarter priorities | Personal → environment design]

Section 3: Financial Review (Scoreboard)

Interactive Questions (use AskUserQuestion):

3.1 Sales Activity

Ask for:

•Real conversations held
•Proposals sent / won / lost
•Average deal size
•Sales cycle length

3.2 Revenue & Cost

Ask for:

•Gross revenue
•Fixed costs
•Variable costs
•Revenue per hour estimate

3.3 Financial Trajectory

Ask:

•"Are you on track vs annual target? (Yes/No/Unsure)"
•"If nothing changes, where do you land in 12 months?"

Output:

markdown

## Financial Review

### Sales Activity
| Metric | Q[X] [YEAR] | Trend vs Last Quarter |
|--------|-------------|----------------------|
| Conversations | [X] | [↑/↓/→] |
| Proposals Sent | [X] | [↑/↓/→] |
| Proposals Won | [X] | [↑/↓/→] |
| Avg Deal Size | €[X] | [↑/↓/→] |
| Sales Cycle | [X] days | [↑/↓/→] |

### Revenue & Cost
- **Gross Revenue**: €[X]
- **Fixed Costs**: €[X]
- **Variable Costs**: €[X]
- **Net**: €[X]
- **Revenue/Hour**: €[X]

### Financial Trajectory
- **Annual Target Status**: [🟢 On Track | 🟡 Behind | 🔴 Off Track]
- **12-Month Projection**: [User's answer]

→ [If Red: Mandatory strategic change required]

Section 4: Goals Review (OKR-Lite)

4.1 Review Last Quarter Objectives

Process:

•Fetch previous Quarterly Log (if exists)
•Extract previous quarter's objectives
•For each objective, ask user: "Keep / Kill / Complete?"

Output:

markdown

## Last Quarter Objectives Review

### Objective 1: [Name]
- **Status**: [Keep | Kill | Complete]
- **Reason**: [User's explanation]

[Repeat for each objective]

4.2 Next Quarter Objectives (Max 3)

Interactive Process:

Ask user to define exactly 3 objectives:

•One growth objective (revenue, reach, market)
•One leverage objective (systems, efficiency, automation)
•One foundation objective (skills, infrastructure, health)

For each objective, ask:

•"What measurable outcome defines success?"
•"What single constraint does this address?"
•"What are 2-4 key results?"

Output:

markdown

## Next Quarter Objectives: Q[X+1] [YEAR]

### 1. Growth Objective: [Name]
**Constraint Addressed**: [User's answer]

**Key Results**:
1. [KR1]
2. [KR2]
3. [KR3]
4. [KR4]

---

### 2. Leverage Objective: [Name]
**Constraint Addressed**: [User's answer]

**Key Results**:
1. [KR1]
2. [KR2]

---

### 3. Foundation Objective: [Name]
**Constraint Addressed**: [User's answer]

**Key Results**:
1. [KR1]
2. [KR2]

Section 5: Capability & Asset Growth

Interactive Questions (use AskUserQuestion):

5.1 Learning & Skill Accretion

•"What can you do now that you couldn't 90 days ago?"
•"Where have you applied these skills?"

5.2 Business Development

•"How many new meaningful connections?"
•"Who moved from cold to warm?"
•"Who created second-order opportunities?"

5.3 Outreach & Visibility

•"What did you publish or share?"
•"What created inbound interest?"
•"What fell flat?"

5.4 Brag List

•"What did you ship?"
•"What concrete results for clients?"
•"What changed for your audience?"

Output:

markdown

## Capability & Asset Growth

### Skills Gained
- [Skill 1]: Applied in [context]
- [Skill 2]: Applied in [context]

### Business Development
- **New Connections**: [X]
- **Warm Relationships**: [X]
- **Strategic Allies**: [Names]

### Outreach & Visibility
**Experiments Run**:
- [Experiment 1]: [Result]
- [Experiment 2]: [Result]

**Key Insight**: [One thing to double down on]

### Brag List (Evidence File)
- [Achievement 1]
- [Achievement 2]
- [Achievement 3]

**Concrete ROI**: [User's answer]

Section 6: Strategic Synthesis (Most Important)

6.1 Patterns

Ask user: "Looking back at everything above, what patterns do you see?"

Prompt for:

•What repeated?
•What scaled?
•What drained disproportionate energy?

Output: Max 3 patterns

6.2 Decisions (START / STOP / STAY / DOUBLE-DOWN)

Interactive Process (use AskUserQuestion with options):

Present the framework and ask user to fill in:

START:

•"What ONE thing would unlock leverage next quarter?"

STOP:

•"What ONE thing is net negative and must be cut?"

STAY:

•"What ONE behavior/system is working and should continue?"

DOUBLE-DOWN:

•"What ONE proven asset should you amplify?"

Output:

markdown

## Strategic Synthesis

### Patterns Observed
1. [Pattern 1]
2. [Pattern 2]
3. [Pattern 3]

### Strategic Decisions

#### START
**[One thing to start]**
Why: [User's rationale]

#### STOP
**[One thing to stop]**
Why: [User's rationale]

#### STAY
**[One thing to stay]**
Why: [User's rationale]

#### DOUBLE-DOWN
**[One proven asset to amplify]**
Why: [User's rationale]

Section 7: Meta-Analysis (Claude's Strategic Advice)

Process:

After gathering all user input, provide direct, no-fluff strategic advice:

•Identify the single biggest constraint limiting progress
•Propose one strategic focus for next quarter
•Recommend specific actions (start/stop/double-down)
•Flag any misalignment between effort, revenue, and positioning

Tone: Be direct. No motivational language. Optimize for leverage, clarity, and compounding advantage.

Output:

markdown

## Strategic Advice (Claude Analysis)

### Single Biggest Constraint
[Constraint identification]

### Recommended Strategic Focus for Q[X+1]
[One clear focus area]

### Specific Recommendations
**START**: [One thing]
**STOP**: [One thing]
**DOUBLE-DOWN**: [One thing]

### Misalignment Flags
[Any gaps between effort, revenue, and long-term positioning]

---

**Final Note**: If this review doesn't kill at least one goal, tool, or idea, it's not honest enough.

Step 8: Compile & Save to Notion

Process:

•
Compile Full Quarterly Review: Combine all sections above into a single, well-structured markdown document.
•
Show Preview to User: Display the complete review for user approval.

•

Ask for Confirmation:

markdown

I've compiled your Q[X] [YEAR] Quarterly Review.

Should I save this to Notion under the Logbook page? (Yes/No)

•
If Yes, Save to Notion:
- •Use mcp__notion__notion-create-pages to create a new page titled "Q[X] [YEAR] Quarterly Review"
- •Set parent page to: https://www.notion.so/Your-Logbook-Page
- •Content: Full compiled review in Notion-flavored Markdown
- •Add properties if the Logbook has a database structure (Year, Quarter, etc.)

•

Confirm Completion:

markdown

✅ Quarterly Review saved to Notion!

📄 [Link to new page]

**Next Steps**:
- Review your Next Quarter Objectives
- Update Year Plan if needed
- Schedule check-ins for key results

Important Notes

•Be Direct: No motivational fluff. Signal only.
•User Control: Always confirm before saving to Notion
•Anti-Sycophancy: Challenge patterns, call out misalignments
•Surgical Questions: Ask exactly what's needed, no more
•Golden Rules Compliance: Reference Golden Rules throughout if they relate to decisions

Error Handling

•If Notion pages don't load, ask user to verify URLs
•If previous quarter doesn't exist, skip comparison
•If user gets stuck on a question, offer to skip or come back later
•Always save progress if user wants to pause

Success Criteria

A successful quarterly review should:

•Take 30-60 minutes of focused interaction
•Produce at least ONE decision to stop/kill something
•Identify the single biggest constraint
•Generate 3 clear objectives for next quarter
•Result in a Notion page the user will actually reference