quarterly-planning-builder
CommunityPlan your quarter with clear priorities.
Product & Management#account-management#goal-setting#capacity-planning#quarterly-planning#csm#portfolio-priorities
Authorstephenrogan
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Quarterly planning is often informal or reactive, leaving teams without a clear, aligned plan. The Quarterly Planning Builder provides a structured framework to define portfolio priorities, measurable targets, and a capacity plan so CS leaders can execute with confidence.
Core Features & Use Cases
- Structures a quarterly plan with portfolio snapshot, objective setting, and account prioritization.
- Aligns development goals, capacity constraints, and key dates into a single, shareable document.
- Supports weekly reviews and quarter-end assessments to track progress and adjust focus.
Quick Start
Provide your portfolio data (accounts, ARR, health, renewals, expansions) and capacity constraints to generate a complete quarterly plan.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: quarterly-planning-builder Download link: https://github.com/stephenrogan/csm-skills/archive/main.zip#quarterly-planning-builder Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.