work-chronicler-mgmt-quarterly-highlights

name	work-chronicler-mgmt-quarterly-highlights
description	Generate concise quarterly highlight summaries for a specific direct report. Useful for 1:1s, check-ins, and calibration prep.
user-invocable	true
disable-model-invocation	true

Quarterly Highlights (Manager Mode)

Generate concise quarterly highlight summaries for a specific direct report, useful for 1:1 conversations, check-ins, and calibration prep.

Manager Mode Only

This skill requires manager mode. Verify with: work-chronicler workspace profile

If not in manager mode, run work-chronicler init --mode manager first.

Workspace

Active profile: !work-chronicler workspace profile Manager root: !work-chronicler workspace root

For non-Claude tools: Run work-chronicler workspace root to get your manager profile path.

User Input

Required:

• Report ID: The kebab-case report identifier (e.g., "alice-smith")
  • See available reports: work-chronicler reports list
• Quarter: The quarter to summarize (e.g., "Q1-2026", "Q4-2025")

Optional:

• Focus areas: Specific themes or projects to emphasize

Example invocations:

• /work-chronicler-mgmt-quarterly-highlights alice-smith Q1-2026
• /work-chronicler-mgmt-quarterly-highlights bob-jones Q4-2025 focus on platform work

Data Location

Manager mode data structure:

<manager-root>/
└── reports/
    └── <report-id>/
        ├── work-log/
        │   ├── pull-requests/
        │   │   └── <org>/<repo>/*.md
        │   └── jira/
        │       └── <org>/<project>/*.md
        ├── analysis/
        │   ├── stats.json         # Impact breakdown for filtering
        │   ├── projects.json      # Project groupings
        │   └── timeline.json      # Filter by quarter here
        ├── notes/                 # Manager context
        └── outputs/               # Generated documents

Instructions

1. Validate inputs:

   • Confirm report ID exists in manager config
   • Parse quarter (e.g., "Q1-2026" → Jan 1 - Mar 31, 2026)
   • If invalid, show available reports via work-chronicler reports list

2. Filter timeline data:

   • Read timeline.json and filter to the specified quarter
   • Identify weeks that fall within the quarter date range
   • Focus on this period's activity only

3. Identify top work:

   • From filtered timeline, identify flagship and major impact PRs
   • Read the actual PR markdown files for these top items
   • Extract titles, descriptions, and business context

4. Group by themes:

   • Use projects.json to group related work
   • Identify 3-5 key accomplishments for the quarter
   • Focus on highest impact and most visible work

5. Keep it concise:

   • This is NOT a full review packet
   • Aim for 1-2 pages maximum
   • Top 3-5 accomplishments with brief evidence
   • Quick snapshot format for conversations

Output Location

Save generated documents to:

<manager-root>/reports/<report-id>/outputs/highlights-Q1-2026.md

Use the exact report ID and quarter in the filename.

Output Format

## Quarterly Highlights: [Report Name] - [Quarter]

### Summary
[2-3 sentence overview of the quarter's work]

### Top Accomplishments

#### 1. [Project/Initiative Name]
- **What**: [Brief description]
- **Impact**: [Business value or outcome]
- **Evidence**: [Key PR or ticket]

#### 2. [Project/Initiative Name]
- **What**: [Brief description]
- **Impact**: [Business value or outcome]
- **Evidence**: [Key PR or ticket]

#### 3. [Project/Initiative Name]
- **What**: [Brief description]
- **Impact**: [Business value or outcome]
- **Evidence**: [Key PR or ticket]

### Key Projects
- [Project A]: [Brief contribution summary]
- [Project B]: [Brief contribution summary]

### Notable Collaboration
[Any significant cross-team work or collaboration worth highlighting]

### Activity Snapshot
- PRs merged: [count]
- Flagship/Major work: [count]
- Primary focus areas: [list 2-3 themes]

Use Cases

This skill is optimized for:

• Mid-quarter check-ins: Quick progress review in 1:1s
• Calibration prep: Concise summary for calibration discussions
• Skip-level updates: Brief overview for leadership
• Performance conversations: Quick reference for accomplishments

Key Difference from Review Packet

• Review Packet (work-chronicler-mgmt-write-review-packet): Comprehensive, formal review content (5-10 pages)
• Quarterly Highlights (this skill): Concise summary (1-2 pages) for conversations

Use this skill for quick summaries, use review packet for formal reviews.

Important Constraints

Per roadmap requirements:

• ✅ Evidence-based summaries only
• ❌ No rankings
• ❌ No scoring
• ❌ No comparisons with other team members

Focus on the individual's accomplishments with specific evidence.

Tips

• Keep descriptions brief and high-level
• Focus on business impact, not technical details
• Perfect for preparing for 1:1 conversations
• Can generate multiple quarters to track progress over time
• Use manager notes to emphasize goal alignment if relevant