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[](https://versuz.dev/skills/davekilleen-dex-claude-skills-quarter-plan)Free SKILL.md scraped from GitHub. Clone the repo or copy the file directly into your Claude Code skills directory.
npx versuz@latest install davekilleen-dex-claude-skills-quarter-plangit clone https://github.com/davekilleen/Dex.gitcp Dex/SKILL.MD ~/.claude/skills/davekilleen-dex-claude-skills-quarter-plan/SKILL.md--- name: quarter-plan description: Set 3-5 strategic goals for the quarter --- ## Purpose Set 3-5 strategic goals for the quarter. Runs at the start of each quarter (or mid-quarter if starting fresh). ## Usage - `/quarter-plan` — Plan current or upcoming quarter - `/quarter-plan next` — Plan next quarter (run in last week of current quarter) --- ## Step 0: Check if Quarterly Planning is Enabled Read `System/user-profile.yaml`: 1. Check `quarterly_planning.enabled` value 2. **If `false` or missing:** - Display: "Quarterly planning is currently disabled. Would you like to enable it?" - If yes → Run onboarding questions (Step 0.5), then continue - If no → End command 3. **If `true`:** Continue to Step 1 --- ## Step 0.5: Quarterly Planning Onboarding (First Time) > "Quarterly planning helps you set 3-5 big goals every 3 months. Your weekly plans will then tie back to these goals. > > **When does your Q1 start?** > 1. January (calendar year) > 2. February > 3. April (common fiscal year) > 4. Other month > 5. I don't want quarterly planning" **Capture response:** - If 1-4: Save month to config - If 5: Set `enabled: false` and end **Calculate quarter dates:** ``` If Q1 starts in January: Q1: Jan-Mar, Q2: Apr-Jun, Q3: Jul-Sep, Q4: Oct-Dec If Q1 starts in February: Q1: Feb-Apr, Q2: May-Jul, Q3: Aug-Oct, Q4: Nov-Jan If Q1 starts in April: Q1: Apr-Jun, Q2: Jul-Sep, Q3: Oct-Dec, Q4: Jan-Mar ``` **Save to `System/user-profile.yaml`:** ```yaml quarterly_planning: enabled: true q1_start_month: 1 # 1=Jan, 2=Feb, 4=Apr, etc prompted: true ``` --- ## Step 1: Determine Target Quarter **Calculate current quarter** based on `q1_start_month`: - Example: If q1_start_month=1 and today is Jan 28: - Current quarter: Q1 2026 - Quarter dates: 2026-01-01 to 2026-03-31 **If no parameter or "current":** - Plan current quarter **If parameter is "next":** - Plan next quarter (for end-of-quarter planning) Store: - `target_quarter`: "Q1 2026" - `quarter_start`: "2026-01-01" - `quarter_end`: "2026-03-31" --- ## Step 2: Context Gathering ### Check for Last Quarter's Review Look for `07-Archives/Reviews/[last-quarter].md`: **If exists, extract:** - Completed goals - Incomplete goals - "Next Quarter Suggestions" section - Key learnings **If missing:** - Note: No previous quarter review found - This is likely first time using quarterly planning ### Check Current Quarter Goals (if mid-quarter update) If `01-Quarter_Goals/Quarter_Goals.md` exists with current quarter: - Read current goals - Note progress made - Ask if updating or replacing ### Check Pillars Read `System/pillars.yaml`: - Strategic pillars - Check recent activity across pillars - Identify any neglected areas ### Scan Recent Projects Look at `04-Projects/` for active initiatives: - What's in flight? - What needs to land this quarter? - Any new initiatives starting? ### Check Career Goals (if Career system enabled) Look for `05-Areas/Career/Growth_Goals.md`: **If exists, extract:** - Long-term vision (1-3 years) - Target role/level - Development focus areas (skills to develop) - Impact goals - Career milestones **If missing:** - Skip this section (career system not initialized) --- ## Step 3: Interactive Goal Setting ### Review Last Quarter (if available) > "Last quarter (Q4 2025) goals were: > 1. [Goal 1] — ✅ Completed > 2. [Goal 2] — 🔄 In progress (80%) > 3. [Goal 3] — ❌ Didn't finish > > Anything to carry forward into this quarter?" Wait for user input. ### Present Context > "Looking at [Quarter] [Year] ([Start Date] - [End Date]): > > **Active projects:** > - [Project 1] > - [Project 2] > > **Pillars to consider:** > - [Pillar 1]: [Recent activity level] > - [Pillar 2]: [Recent activity level] > - [Pillar 3]: [Recent activity level] **If career goals exist, add:** > **Your career direction (1-3 years):** > - Target role: [Role/Level from Growth_Goals.md] > - Skills to develop: [Key development areas] > - Impact you want: [Impact goals] > > Keep these in mind as we plan this quarter — your quarterly goals should advance your career goals. **Then continue:** > **Let's work backwards from impact:** > > Imagine it's [Quarter End Date] and you're looking back on this quarter feeling incredibly happy with what you accomplished. > > - What outcomes would accelerate your career and impact in your current role? > - What would you be proud to have delivered? > - What would matter most to the people you serve? > > What are the 3-5 most important outcomes you want this quarter?" ### Guide Goal Definition For each goal (aim for 3-5): > "Goal [N]: What's the outcome?" Then follow up: - "Which pillar does this support?" - "How will you measure success?" - "What does 'done' look like?" - "Any key milestones along the way?" **If career goals exist, also ask:** - "Does this goal help develop any skills you're targeting? (e.g., [skill1], [skill2] from your career plan)" - "Does this advance your path to [target role]? How?" **Note responses for Phase 2 metadata.** ### Pillar Balance Check After goals defined: > "Here's how your Q1 goals map to pillars: > - [Pillar 1]: [X] goals > - [Pillar 2]: [Y] goals > - [Pillar 3]: [Z] goals > > Does this feel like the right balance?" Allow adjustment. --- ## Step 4: Archive Old Quarter Goals **If `01-Quarter_Goals/Quarter_Goals.md` exists:** 1. Determine the quarter it represents 2. Move to `07-Archives/Reviews/[old-quarter]-goals.md` 3. Note: This preserves what was PLANNED vs what ACTUALLY happened (from review) --- ## Step 5: Generate Quarter Goals Use the `create_quarterly_goal` MCP tool for each goal collected in Step 3. **For each goal, call the tool with:** - `title`: Goal title - `pillar`: Pillar ID - `success_criteria`: What done looks like - `milestones`: Array of milestone objects - `quarter`: Quarter string (e.g., "Q1 2026") **If career goals exist, also include:** - `career_goal_id`: Which career goal this advances (from Growth_Goals.md) - `skills_developed`: Array of skills this goal develops (e.g., ["System Design", "Technical Leadership"]) - `impact_level`: "high" (promotion evidence), "medium" (solid contribution), or "low" (tactical) **The MCP tool will generate markdown like:** ```markdown --- quarter: Q1 2026 start_date: 2026-01-01 end_date: 2026-03-31 created: [timestamp] --- # Q1 2026 Goals **Jan 1 - Mar 31, 2026** --- ## 🎯 Quarter Objectives ### 1. [Goal 1 Title] — **[Pillar]** **What success looks like:** [Specific, measurable outcome] **Key milestones:** - [ ] [Milestone 1] — By [rough timing] - [ ] [Milestone 2] — By [rough timing] **Progress:** 0% 🔴 --- ### 2. [Goal 2 Title] — **[Pillar]** **What success looks like:** [Specific, measurable outcome] **Key milestones:** - [ ] [Milestone 1] - [ ] [Milestone 2] **Progress:** 0% 🔴 --- ### 3. [Goal 3 Title] — **[Pillar]** **What success looks like:** [Specific, measurable outcome] **Key milestones:** - [ ] [Milestone 1] - [ ] [Milestone 2] **Progress:** 0% 🔴 --- [Repeat for goals 4-5 if applicable] --- ## 📊 Pillar Alignment | Pillar | Goals | Balance | |--------|-------|---------| | [Pillar 1] | [Goal numbers] | [# of goals] | | [Pillar 2] | [Goal numbers] | [# of goals] | | [Pillar 3] | [Goal numbers] | [# of goals] | --- ## 🔄 Carried From Last Quarter [Items from Q4 2025 that are continuing] - [ ] [Item] — [Context] --- ## 📝 Notes & Context [Any additional context about the quarter] --- ## 🏁 End of Quarter *Fill this in when running `/quarter-review`* ### Completed - ### Incomplete - ### Key Wins - ### Learnings - --- *Generated: [timestamp]* *Command: /quarter-plan* ``` --- ## Step 6: Summary & Next Steps Display summary: > "Q1 2026 goals set and saved to `01-Quarter_Goals/Quarter_Goals.md` > > **Your focus this quarter:** > 1. [Goal 1] > 2. [Goal 2] > 3. [Goal 3] > > **Pillar balance:** [Note any imbalances] > > **Next steps:** > - These goals will appear in your weekly planning > - Update progress notes as you make progress > - Run `/quarter-review` at end of quarter (Mar 31) > > Ready to plan this week? Run `/week-plan`" --- ## Integration Points **Called by `/week-plan`:** - Weekly planning reads from `01-Quarter_Goals/Quarter_Goals.md` - Prompts user to connect weekly priorities to quarterly goals **Updated manually:** - User can update progress percentages - Check off milestones as they complete **Reviewed by `/quarter-review`:** - End of quarter review references these goals - Compares plan vs actual accomplishment --- ## Graceful Degradation ### First Quarter - No previous quarter to reference - Start fresh with current context ### Mid-Quarter Start - Can run anytime - Adjust goals for remaining time in quarter - Note when goals were set ### Disabled State - Command prompts to enable - Can enable at any time - Doesn't affect weekly/daily planning --- ## Track Usage (Silent) Update `System/usage_log.md` to mark quarterly planning as used. **Analytics (Silent):** Call `track_event` with event_name `quarter_plan_completed` and properties: - `goals_count`: number of goals set - `pillars_covered`: number of pillars with goals This only fires if the user has opted into analytics. No action needed if it returns "analytics_disabled".