Quarterly Review Skill
Purpose
Conduct comprehensive 90-day retrospectives, score OKRs, identify patterns, and plan the next quarter with strategic focus.
When to Use This Skill
- •End of each quarter (March, June, September, December)
- •Major life transitions or changes
- •Before setting new strategic goals
- •When needing big-picture perspective
- •Evaluating multi-month progress
Core Functions
1. Three-Month Retrospective
Synthesize all monthly reviews from the quarter:
bash
# Gather monthly reviews cat memory/monthly/2025-01.md cat memory/monthly/2025-02.md cat memory/monthly/2025-03.md # Extract key themes grep -E "^## (Wins|Challenges|Lessons)" memory/monthly/2025-*.md # Identify patterns grep -E "^- \*\*" memory/monthly/2025-*.md | sort | uniq -c | sort -rn
2. Life Assessment Integration
Link to latest comprehensive life assessment:
bash
# Find most recent life assessment ls -lt memory/assessments/*.md | head -1 # Extract scores and insights grep -E "^### (Career|Health|Relationships|Personal Growth|Finance|Environment)" \ memory/assessments/2025-Q1.md # Compare to previous quarter diff memory/assessments/2024-Q4.md memory/assessments/2025-Q1.md
3. OKR Scoring
Score all quarterly OKRs on 0.0-1.0 scale:
Scoring Guide:
- •0.0-0.3: Failed - Did not make meaningful progress
- •0.4-0.6: Partial Success - Made progress but fell short
- •0.7-0.9: Success - Achieved most of the objective
- •1.0: Complete Success - Exceeded expectations
OKR Structure:
javascript
{
"quarter": "2025-Q1",
"objectives": [
{
"id": "O1",
"objective": "Launch new product feature",
"keyResults": [
{
"kr": "KR1: Ship MVP to 100 beta users",
"target": 100,
"actual": 87,
"score": 0.87,
"notes": "Strong start, slightly behind target"
},
{
"kr": "KR2: Achieve 4.5+ average rating",
"target": 4.5,
"actual": 4.7,
"score": 1.0,
"notes": "Exceeded expectations, users love it"
},
{
"kr": "KR3: Generate $10k MRR",
"target": 10000,
"actual": 6500,
"score": 0.65,
"notes": "Good traction but conversion needs work"
}
],
"overallScore": 0.84,
"status": "success"
},
{
"id": "O2",
"objective": "Improve health and fitness",
"keyResults": [
{
"kr": "KR1: Exercise 4x per week",
"target": 48,
"actual": 52,
"score": 1.0,
"notes": "Consistent routine established"
},
{
"kr": "KR2: Reduce weight by 10 lbs",
"target": 10,
"actual": 7,
"score": 0.7,
"notes": "Good progress, sustainable pace"
},
{
"kr": "KR3: Complete 5k race",
"target": 1,
"actual": 1,
"score": 1.0,
"notes": "Completed with personal best time"
}
],
"overallScore": 0.90,
"status": "success"
}
],
"quarterScore": 0.87,
"quarterGrade": "A"
}
4. Pattern Analysis
Identify 90-day trends and insights:
Analysis Framework:
javascript
const ANALYSIS_DIMENSIONS = {
productivity: {
metrics: ['tasks_completed', 'goals_achieved', 'projects_shipped'],
trends: ['improving', 'stable', 'declining'],
patterns: ['consistent', 'cyclical', 'random']
},
wellbeing: {
metrics: ['energy_level', 'stress_level', 'satisfaction'],
trends: ['improving', 'stable', 'declining'],
patterns: ['seasonal', 'work-related', 'lifestyle']
},
relationships: {
metrics: ['connection_quality', 'time_with_loved_ones', 'conflict_resolution'],
trends: ['strengthening', 'stable', 'weakening'],
patterns: ['consistent', 'event-driven', 'seasonal']
},
growth: {
metrics: ['skills_learned', 'books_read', 'experiments_tried'],
trends: ['accelerating', 'steady', 'stagnating'],
patterns: ['intentional', 'opportunistic', 'reactive']
}
};
// Pattern detection
function detectPatterns(monthlyData) {
return {
strengths: identifyConsistentWins(monthlyData),
weaknesses: identifyRecurringChallenges(monthlyData),
opportunities: identifyEmergingTrends(monthlyData),
threats: identifyWarningSignals(monthlyData)
};
}
// Trend analysis
function analyzeTrends(data) {
const months = ['month1', 'month2', 'month3'];
return months.map((month, idx) => ({
month,
score: calculateMonthScore(data[month]),
trend: idx > 0 ? compareToPrevious(data[month], data[months[idx-1]]) : null,
momentum: calculateMomentum(data, idx)
}));
}
Pattern Report:
markdown
## Quarterly Patterns ### Strengths (What Worked) - **Consistent Exercise**: Hit target 13/13 weeks - **Morning Routine**: Established and maintained - **Focused Work Blocks**: Productivity increased 40% - **Weekly Reviews**: Never missed one ### Weaknesses (What Didn't Work) - **Evening Habits**: Struggled with screen time - **Deep Work**: Often interrupted by meetings - **Social Connection**: Declined in Month 3 - **Reading Goal**: Only completed 60% of target ### Opportunities (Emerging Positives) - **New Skill**: Coding proficiency improving rapidly - **Side Project**: Gaining traction unexpectedly - **Meditation**: Starting to feel real benefits - **Network**: New connections opening doors ### Threats (Warning Signals) - **Burnout Risk**: Energy declining end of quarter - **Relationship Strain**: Less quality time with partner - **Financial Pressure**: Expenses creeping up - **Health**: Minor issues need attention
5. Next Quarter Planning
Set OKRs and focus areas for Q+1:
Planning Process:
markdown
## Q+1 Planning Framework ### Step 1: Review Q0 Performance - What was your quarter score? (0.87 - Grade A) - Which objectives succeeded? (2/2 - both successful) - Which fell short? (Revenue KR needs work) - What surprised you? (Exercise consistency!) ### Step 2: Life Assessment Check-In - Which life areas need attention? (Relationships: 6/10) - What's out of balance? (Work-life balance) - What areas are thriving? (Health: 8/10, Career: 9/10) - What's changing? (New role starting) ### Step 3: Theme Selection Choose 1-2 themes for next quarter: - **Theme Examples**: - "Build Sustainable Systems" - "Deepen Relationships" - "Financial Foundation" - "Creative Expression" - "Health Optimization" - "Career Acceleration" ### Step 4: Objective Setting (3-5 Objectives) **Format**: [Action Verb] + [Measurable Outcome] **Good Examples**: - "Launch V2 product with 500+ active users" - "Establish financial runway of 6 months" - "Build meditation habit of 30 consecutive days" - "Strengthen relationship through weekly date nights" **Bad Examples**: - "Be more productive" (not measurable) - "Work on side project" (no outcome) - "Get healthier" (too vague) ### Step 5: Key Results (3-5 per Objective) **Format**: [Metric] from [X] to [Y] **Criteria**: - Measurable (numbers, percentages, completions) - Ambitious but achievable (60-70% confidence) - Time-bound (quarter deadline) - Leading indicators (actions you control) **Example Objective**: "Establish financial runway of 6 months" - KR1: Increase income from $5k/mo to $7k/mo - KR2: Reduce expenses from $4k/mo to $3k/mo - KR3: Build emergency fund from $2k to $15k - KR4: Diversify income with 2 new revenue streams
6. Goal Refinement
Adjust based on what worked/didn't work:
Refinement Checklist:
markdown
## Goal Refinement Process ### Review Previous Quarter OKRs - [ ] Which OKRs scored 0.7+? (keep similar approach) - [ ] Which OKRs scored <0.6? (revise or remove) - [ ] Were OKRs too ambitious? (scale back) - [ ] Were OKRs too easy? (increase ambition) - [ ] Did OKRs align with priorities? (realign) ### Analyze Root Causes **For Successful OKRs:** - What specific actions drove success? - What systems/habits enabled progress? - What resources were key? - What skills/knowledge helped? **For Failed OKRs:** - What blocked progress? (time, skill, motivation, resources) - Was the goal poorly defined? - Did priorities shift? - Were dependencies missing? - Was it the wrong goal entirely? ### Refine for Next Quarter **Keep:** - Goals that are working (scored 0.7+) - Successful habits and systems - Effective workflows and routines - High-leverage activities **Change:** - Goals that aren't working (<0.6) - Ineffective approaches - Low-leverage activities - Unrealistic expectations **Add:** - New opportunities discovered - Skills/knowledge gaps identified - Systems that need building - Relationships to strengthen **Remove:** - Goals no longer relevant - Activities with no impact - Commitments draining energy - Projects with low ROI
7. Celebrate Wins
Acknowledge major accomplishments:
Celebration Framework:
markdown
## Quarterly Wins Celebration ### Major Accomplishments 1. **[Achievement]**: [Why it matters] - Impact: [Measurable result] - Effort: [What it took] - Learning: [What you learned] ### Personal Bests - New skills mastered - Challenges overcome - Fears conquered - Habits established ### Gratitude - People who helped - Opportunities received - Lessons learned - Growth experienced ### Rewards Plan meaningful rewards for achievements: - Small wins: [Immediate treat] - Medium wins: [Weekend experience] - Big wins: [Major celebration]
Quarterly Review Phases
Phase 1: COLLECT (Week 13, Day 1-2)
Gather all relevant data:
bash
# Monthly reviews cat memory/monthly/2025-01.md > temp/quarterly-review-input.md cat memory/monthly/2025-02.md >> temp/quarterly-review-input.md cat memory/monthly/2025-03.md >> temp/quarterly-review-input.md # Life assessment cat memory/assessments/2025-Q1.md >> temp/quarterly-review-input.md # OKRs cat memory/goals/2025-Q1-okrs.json >> temp/quarterly-review-input.md # Weekly reviews (for additional context) cat memory/weekly/2025-W*.md >> temp/quarterly-review-input.md # Key metrics npx claude-flow@alpha hooks memory-search --pattern "metrics/2025-Q1"
Phase 2: SCORE (Week 13, Day 3)
Rate all OKRs:
javascript
// Load OKRs
const okrs = require('./memory/goals/2025-Q1-okrs.json');
// Score each key result
okrs.objectives.forEach(obj => {
obj.keyResults.forEach(kr => {
kr.score = calculateScore(kr.target, kr.actual);
kr.status = kr.score >= 0.7 ? 'success' : kr.score >= 0.4 ? 'partial' : 'failed';
});
// Calculate objective score (average of KRs)
obj.overallScore = average(obj.keyResults.map(kr => kr.score));
obj.status = obj.overallScore >= 0.7 ? 'success' : obj.overallScore >= 0.4 ? 'partial' : 'failed';
});
// Calculate quarter score
const quarterScore = average(okrs.objectives.map(obj => obj.overallScore));
const quarterGrade = scoreToGrade(quarterScore);
// Save scored OKRs
fs.writeFileSync(
'./memory/quarterly/2025-Q1-scored.json',
JSON.stringify({ ...okrs, quarterScore, quarterGrade }, null, 2)
);
Phase 3: REFLECT (Week 13, Day 4-5)
Identify patterns and insights:
bash
# Generate reflection prompts
cat <<EOF > temp/reflection-prompts.md
# Q1 2025 Reflection
## Objective Analysis
- Quarter Score: ${QUARTER_SCORE}
- Grade: ${QUARTER_GRADE}
- Successful Objectives: ${SUCCESS_COUNT}/${TOTAL_OBJECTIVES}
## Deep Reflection Questions
### Success Analysis
1. What were your 3 biggest wins this quarter?
2. What patterns led to these successes?
3. What surprised you about what worked?
4. What skills/knowledge proved most valuable?
### Challenge Analysis
1. What were your 3 biggest challenges?
2. What patterns contributed to struggles?
3. What would you do differently?
4. What support/resources were missing?
### Pattern Recognition
1. What themes emerged across the quarter?
2. What habits served you well?
3. What habits held you back?
4. What relationships strengthened/weakened?
### Life Balance
1. Which life areas thrived? Why?
2. Which life areas struggled? Why?
3. What trade-offs did you make?
4. What needs rebalancing?
### Learning & Growth
1. What did you learn about yourself?
2. What skills did you develop?
3. What beliefs/assumptions changed?
4. What do you want to learn next?
### Energy & Wellbeing
1. When did you feel most alive/energized?
2. When did you feel drained/depleted?
3. What activities gave you energy?
4. What activities drained energy?
### Future Implications
1. What should you do more of?
2. What should you do less of?
3. What should you start doing?
4. What should you stop doing?
EOF
Phase 4: PLAN (Week 13, Day 6)
Set next quarter OKRs:
bash
# Create Q+1 OKR template
cat <<EOF > memory/goals/2025-Q2-okrs.json
{
"quarter": "2025-Q2",
"theme": "[Your chosen theme]",
"focus": "[1-2 sentence focus statement]",
"objectives": [
{
"id": "O1",
"objective": "[Action verb] + [Measurable outcome]",
"category": "career|health|relationships|growth|finance",
"rationale": "[Why this objective matters]",
"keyResults": [
{
"kr": "KR1: [Metric] from [X] to [Y]",
"target": 0,
"baseline": 0,
"measurement": "[How you'll track this]"
}
]
}
],
"commitments": [
"I will...",
"I will not...",
"I will focus on..."
]
}
EOF
# Link to life assessment
echo "See memory/assessments/2025-Q1.md for context"
# Review and refine
nano memory/goals/2025-Q2-okrs.json
Phase 5: DOCUMENT (Week 13, Day 7)
Save comprehensive quarterly review:
bash
# Generate final document
cat <<EOF > memory/quarterly/2025-Q1.md
# Q1 2025 Quarterly Review
**Date**: $(date +%Y-%m-%d)
**Quarter Score**: ${QUARTER_SCORE}
**Grade**: ${QUARTER_GRADE}
## Executive Summary
[2-3 paragraph overview of the quarter]
## OKR Performance
$(cat memory/quarterly/2025-Q1-scored.json)
## Monthly Review Summary
### January
- Key wins: ...
- Key challenges: ...
- Lessons learned: ...
### February
- Key wins: ...
- Key challenges: ...
- Lessons learned: ...
### March
- Key wins: ...
- Key challenges: ...
- Lessons learned: ...
## Pattern Analysis
### Strengths
- ...
### Weaknesses
- ...
### Opportunities
- ...
### Threats
- ...
## Life Assessment Integration
$(cat memory/assessments/2025-Q1.md | grep -A 50 "## Life Scores")
## Deep Reflections
[Answers to reflection questions]
## Major Wins & Celebrations
1. ...
2. ...
3. ...
## Next Quarter Preview
**Theme**: ...
**Focus**: ...
**Top 3 Priorities**:
1. ...
2. ...
3. ...
## Action Items
- [ ] Finalize Q2 OKRs
- [ ] Schedule Q2 kickoff
- [ ] Archive Q1 materials
- [ ] Celebrate quarter!
EOF
# Store in memory
npx claude-flow@alpha hooks post-edit \
--file "memory/quarterly/2025-Q1.md" \
--memory-key "swarm/user/quarterly-review/2025-Q1"
Memory Integration
Store quarterly data for long-term tracking:
bash
# Store quarterly review npx claude-flow@alpha hooks post-edit \ --file "memory/quarterly/2025-Q1.md" \ --memory-key "swarm/user/quarterly-review/2025-Q1" # Store scored OKRs npx claude-flow@alpha hooks post-edit \ --file "memory/quarterly/2025-Q1-scored.json" \ --memory-key "swarm/user/okrs/2025-Q1" # Store next quarter OKRs npx claude-flow@alpha hooks post-edit \ --file "memory/goals/2025-Q2-okrs.json" \ --memory-key "swarm/user/okrs/2025-Q2" # Store patterns and insights npx claude-flow@alpha hooks post-edit \ --file "memory/quarterly/2025-Q1-insights.json" \ --memory-key "swarm/user/insights/2025-Q1"
Output Format
Quarterly Review Document
markdown
# Q1 2025 Quarterly Review **Date**: 2025-03-31 **Quarter Score**: 0.87 **Grade**: A ## Executive Summary Q1 was a strong quarter marked by significant professional growth and consistent health habits. Launched new product feature to 87 beta users with excellent feedback (4.7/5 rating). Established sustainable exercise routine with perfect attendance (52/48 sessions). Revenue generation fell short of target but showed promising traction. Overall, exceeded expectations in most areas while identifying clear opportunities for improvement in work-life balance and revenue conversion. ## OKR Performance ### O1: Launch New Product Feature (Score: 0.84) **Status**: ✅ SUCCESS | Key Result | Target | Actual | Score | Status | |------------|--------|--------|-------|--------| | Ship MVP to 100 beta users | 100 | 87 | 0.87 | ⚠️ Partial | | Achieve 4.5+ average rating | 4.5 | 4.7 | 1.0 | ✅ Success | | Generate $10k MRR | $10k | $6.5k | 0.65 | ⚠️ Partial | **Analysis**: Strong product-market fit evidenced by exceptional user ratings. User acquisition paced well but conversion optimization needed for revenue targets. ### O2: Improve Health and Fitness (Score: 0.90) **Status**: ✅ SUCCESS | Key Result | Target | Actual | Score | Status | |------------|--------|--------|-------|--------| | Exercise 4x per week | 48 | 52 | 1.0 | ✅ Success | | Reduce weight by 10 lbs | 10 lbs | 7 lbs | 0.7 | ⚠️ Partial | | Complete 5k race | 1 | 1 | 1.0 | ✅ Success | **Analysis**: Established sustainable fitness routine that exceeded targets. Weight loss progressed steadily at healthy pace. Achieved personal best in 5k race. ## Pattern Analysis ### 🌟 Strengths (What Worked) 1. **Morning Routine**: 90-day streak of 6am wake-ups enabled consistent exercise 2. **Focused Work Blocks**: 3-hour deep work sessions increased productivity 40% 3. **Weekly Reviews**: Never missed one, drove continuous improvement 4. **User Feedback Loop**: Regular user interviews improved product rapidly ### ⚠️ Weaknesses (What Didn't Work) 1. **Revenue Conversion**: Need better onboarding and pricing strategy 2. **Evening Habits**: Screen time averaged 3+ hours, impacting sleep 3. **Social Connection**: Time with friends declined 30% vs Q4 4. **Reading Goal**: Only completed 6/10 planned books ### 🚀 Opportunities (Emerging Positives) 1. **Coding Skills**: Proficiency improving rapidly, opening new possibilities 2. **Side Project**: Unexpected traction suggests scalable opportunity 3. **Meditation**: 30-day streak showing real benefits in focus 4. **Network**: New connections from beta users opening doors ### 🚨 Threats (Warning Signals) 1. **Burnout Risk**: Energy levels declining end of quarter 2. **Relationship Strain**: Partner expressed concern about work hours 3. **Financial Pressure**: Runway shortening with lower revenue 4. **Health**: Minor back pain from desk setup needs addressing ## Life Assessment Integration ### Life Scores (Q1 2025) | Area | Score | Change | Notes | |------|-------|--------|-------| | Career | 9/10 | +2 | Product launch success, skill growth | | Health | 8/10 | +1 | Consistent exercise, good nutrition | | Relationships | 6/10 | -1 | Less time with loved ones | | Personal Growth | 8/10 | +1 | New skills, self-awareness | | Finance | 6/10 | 0 | Revenue below target, runway concern | | Environment | 7/10 | 0 | Stable, ergonomics need work | **Overall Balance**: 7.3/10 (Good, but work-life balance needs attention) ## Deep Reflections ### What I Learned About Myself - I thrive with consistent routines and structure - I can build sustainable habits when I start small - I underestimate how much energy relationships require - I'm more resilient than I thought when facing setbacks - I need to be more intentional about rest and recovery ### What I Want to Do Differently - Set firmer boundaries between work and personal time - Schedule relationship time as non-negotiable - Focus on fewer goals with deeper execution - Invest more in systems vs grinding through effort - Practice saying "no" to protect energy and focus ## Major Wins & Celebrations ### 🏆 Top Achievements 1. **Product Launch**: Shipped V1 to real users with excellent feedback 2. **Fitness Transformation**: Lost 7 lbs, ran personal best 5k 3. **Consistency Mastery**: 90-day morning routine streak 4. **Skill Development**: Went from beginner to intermediate in coding 5. **User Love**: 4.7/5 rating shows product solving real problems ### 🎉 Planned Celebrations - Weekend getaway with partner (addressing relationship gap) - New running shoes (reward for fitness achievement) - Dinner with beta users (thank them for support) ## Next Quarter Preview (Q2 2025) ### Theme: "Sustainable Growth" **Focus**: Build systems and relationships that enable long-term success without burnout ### Top 3 Priorities 1. **Revenue Systems**: Implement onboarding flow and pricing strategy to hit $10k MRR 2. **Relationship Investment**: Weekly date nights and monthly friend gatherings 3. **Energy Management**: Establish sustainable pace with clear work boundaries ### Q2 OKRs (Draft) **O1**: Scale product to $10k MRR with improved systems - KR1: Increase user base from 87 to 250 - KR2: Improve conversion from 15% to 30% - KR3: Reduce churn from 8% to 4% - KR4: Achieve $10k MRR **O2**: Strengthen relationships and life balance - KR1: Weekly date nights (13/13) - KR2: Monthly friend gatherings (3/3) - KR3: Daily end-of-work ritual by 6pm - KR4: Increase relationship score from 6/10 to 8/10 **O3**: Maintain health while optimizing energy - KR1: Continue 4x/week exercise (52/52) - KR2: Reduce evening screen time to <1.5hr - KR3: Achieve 7.5hr average sleep - KR4: Fix ergonomics setup (eliminate back pain) ## Action Items ### This Week - [x] Complete quarterly review - [ ] Finalize Q2 OKRs with partner input - [ ] Schedule Q2 kickoff ritual - [ ] Book weekend getaway - [ ] Order ergonomic chair ### Next Week - [ ] Launch improved onboarding flow - [ ] Schedule first Q2 date night - [ ] Start work-end ritual experiment - [ ] First Q2 weekly review --- **Reflection Complete**: Ready for Q2! 🚀
Success Metrics
- •Quarterly review completed within 7 days of quarter end
- •All OKRs scored with clear rationale
- •Patterns identified across 90 days
- •Next quarter OKRs set before quarter starts
- •Life assessment integrated for context
- •Wins celebrated and rewarded
- •Insights stored in memory for future reference
Integration with Other Skills
- •Prerequisite: monthly-review (need 3 months of data)
- •Feeds Into: goal-setting (Q+1 OKRs), conducting-life-assessment
- •Related: weekly-review (builds to monthly to quarterly)
Example Usage
Scenario: End of Q1 2025
code
User: "Time to review my quarter"