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quarter-review

Generates a structured quarterly review from goals, tasks, projects, and meeting notes.

461|129|Updated Jan 26, 2026
Search Tags:#goal setting#strategic planning#performance analysis#reflection#learnings#quarterly review
One-click install
npx skills add https://github.com/davekilleen/Dex --skill quarter-review-davekilleen
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: quarter-review
Source: https://github.com/davekilleen/Dex/tree/main/.claude/skills/quarter-review
Command: npx skills add https://github.com/davekilleen/Dex --skill quarter-review-davekilleen

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the process of reviewing a past quarter's performance, capturing key learnings, and preparing for the next planning cycle, ensuring continuous improvement and strategic alignment.

Core Features & Use Cases

  • Goal Assessment: Evaluates completion status of quarterly goals, identifying wins and blockers.
  • Learning Synthesis: Compiles insights from meetings, tasks, and weekly syntheses.
  • Pillar Balance: Assesses alignment of activities with strategic pillars.
  • System Improvement: Reviews and prioritizes improvements for the Dex system itself.
  • Use Case: At the end of a quarter, run this Skill to get a comprehensive overview of achievements, challenges, and insights, which then directly informs the planning for the upcoming quarter.

Quick Start

Run the quarter-review skill to review the current quarter.

Frequently Asked Questions about quarter-review

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

FAQPage Schema
How do I conduct a quarterly review of goal completion and project activity?▼

Conduct a quarterly review by synthesizing goal completion, task progress, project activity, and meeting outcomes to identify key learnings and assess pillar balance. This generates a structured review document to inform your next planning cycle.

What data do I need to prepare for an automated quarterly performance analysis?▼

A quarterly performance analysis requires access to goal files, task lists, project directories, and meeting notes. Providing these inputs allows the system to synthesize learnings and evaluate achievements against strategic pillars.

How does synthesizing weekly meeting notes and task progress improve strategic planning?▼

Synthesizing meeting notes and task progress improves strategic planning by compiling insights to assess pillar balance and identify blockers. This ensures continuous improvement and aligns activities with strategic goals for the upcoming quarter.

Can I assess strategic pillar balance using goal files and project directories?▼

Yes, you can assess strategic pillar balance by analyzing goal files and project directories. The review evaluates completion status and activity alignment to determine if your efforts match your strategic pillars.

What's the best way to capture key learnings from a past quarter's performance?▼

The best way to capture key learnings is to synthesize goal completion, task progress, and meeting outcomes into a comprehensive overview. This identifies achievements, challenges, and insights to directly inform the next planning cycle.

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