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quarter-plan

Create milestone-based quarterly goals from strategic priorities and context.

1|Updated Jun 28, 2026
Search Tags:#progress tracking#goal setting#career planning#quarterly planning#project review#personal operating system#pillar alignment
One-click install
npx skills add https://github.com/whmathews15/DEX-Personal-Operating-System --skill quarter-plan-whmathews15
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: quarter-plan
Source: https://github.com/whmathews15/DEX-Personal-Operating-System/tree/main/.claude/skills/quarter-plan
Command: npx skills add https://github.com/whmathews15/DEX-Personal-Operating-System --skill quarter-plan-whmathews15

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill turns quarter planning from a vague brainstorming exercise into a structured process that produces clear, measurable goals, keeps them aligned to your priorities, and makes it easier to carry work forward or reset mid-quarter.

Core Features & Use Cases

  • Captures 3 to 5 strategic quarterly goals with success criteria and milestones.
  • Pulls context from prior reviews, current goals, active projects, pillars, and career plans.
  • Balances goals across pillars and supports first-time setup, mid-quarter updates, and quarter-end handoff.
  • Example: Use it when you want to plan the next quarter, replace an outdated plan, or decide which projects deserve focus now.

Quick Start

Use the quarter-plan skill to create your current quarter goals and align them to your active projects and pillars.

Frequently Asked Questions about quarter-plan

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I structure quarterly goals from strategic priorities?▼

Quarterly planning structures strategic priorities into 3 to 5 measurable goals with success criteria and milestones. It aligns goals across pillars and active projects to maintain focus throughout the quarter.

What is the best way to carry over unfinished goals into the next quarter?▼

Quarterly planning handles goal carryover by reading prior reviews, active projects, and archive context. This process transfers unfinished milestones into a new structured quarter plan without losing progress tracking data.

Can I update my personal operating system mid-quarter if priorities change?▼

Yes, quarterly planning supports mid-quarter updates to your personal operating system. It scans active projects and pillar alignment to replace or adjust outdated goals when your strategic priorities shift.

How does quarterly planning balance goals across different pillars?▼

Quarterly planning balances goals across pillars by reading your profile, pillar definitions, and career plans. It ensures that the 3 to 5 selected milestones distribute focus evenly across your defined priority areas.

Do I need existing project and pillar data before starting quarterly planning?▼

Quarterly planning requires reading profile, pillar, project, and archive context to function correctly. While it supports first-time setup, having active projects and defined pillars produces better-aligned milestone goals.

What happens to completed goals during a quarter-end handoff?▼

Quarterly planning manages quarter-end handoffs by archiving completed milestones and carrying forward unfinished work. It saves milestone-based goals with progress tracking data to prepare for the next planning cycle.

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