quarter-review

name	quarter-review
description	Review quarter completion and capture learnings

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:

1. Check quarterly_planning.enabled value
2. If false:
   • Display: "Quarterly planning is disabled. Enable it first with /quarter-plan"
   • End command
3. 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"

Dex Inbox Check (Phone Captures)

Before reviewing, check for tasks captured from phone that haven't been triaged:

Use: reminders_list_items(list_name="Dex Inbox")

If items found:

• Surface them: "📱 Phone captures not yet triaged (X items in Dex Inbox)"
• Run triage flow: infer pillar, confirm with user, create task, mark Reminder complete
• Complete this before the review so task counts are accurate

If empty: Skip silently.

Process Unprocessed Meetings

Before scanning meeting data, ensure all recent meetings are in the vault by running /process-meetings. This pulls any unprocessed meetings from the meeting source (Otter.ai, Granola, etc.), creates meeting notes, updates person/company pages, and extracts tasks — so the quarterly review has complete meeting data.

• If no new meetings are found, continue silently
• If meetings are processed, note the count

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 2.5: Semantic Context Enrichment (if QMD available)

Check if semantic search is available by looking for qmd in PATH.

If available, enhance the quarterly review with meaning-based analysis:

1. Link lessons to goals: For each major learning captured this quarter, search:

   qmd query "learning description" --limit 3
   

   against 01-Quarter_Goals/Quarter_Goals.md. Discover which goals a learning actually impacted, even without explicit tags.

   • Example: Learning "Realized we need better onboarding docs" semantically matches goal "Improve customer activation rate"

2. Detect hidden goal progress: For each quarterly goal, search across all meeting notes and tasks:

   qmd query "goal success criteria" --limit 5
   

   Find work that advanced the goal but wasn't explicitly linked.

   • Example: Goal "Expand EMEA presence" — QMD finds 4 meetings about European partnerships and 2 tasks about localization that were never formally linked.

3. Cross-goal connections: Search for themes that span multiple goals:

   qmd query "recurring theme from the quarter" --limit 5
   

   Surface patterns like "Customer feedback kept driving both your product and content goals."

Integration: Add a "Semantic Discoveries" subsection under each goal assessment showing work that contributed but wasn't explicitly tracked. Also add a "Cross-Goal Themes" section to the quarterly review output.

If QMD unavailable: Skip silently. Goal assessment still works from explicit data.

---

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?"

After presenting the balance, prompt:

"Do your strategic pillars still reflect your focus? If your role or priorities have shifted significantly this quarter, now is a good time to update them before planning next quarter. Just tell me 'I need to reconfigure my strategic pillars' and I'll walk you through it."

---

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:

---
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:

1. Archive old 01-Quarter_Goals/Quarter_Goals.md if not already done
2. Update System/user-profile.yaml with completed quarter
3. 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

---

Track Usage (Silent)

Update System/usage_log.md to mark quarterly review as used.

Analytics (Silent):

Call track_event with event_name quarter_review_completed and properties:

• goals_assessed
• completion_rate

This only fires if the user has opted into analytics. No action needed if it returns "analytics_disabled".