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quarterly-review

Generate a structured quarterly review report with scorecard and metrics.

Updated Apr 11, 2026
Search Tags:#planning#strategy#review#report#priorities#quarterly#founders
One-click install
npx skills add https://github.com/Jlsiles/Craig---Skills --skill quarterly-review-jlsiles
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: quarterly-review
Source: https://github.com/Jlsiles/Craig---Skills/tree/main/ceo/quarterly-review
Command: npx skills add https://github.com/Jlsiles/Craig---Skills --skill quarterly-review-jlsiles

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Founders and teams struggle to meaningfully reflect on a quarter and align priorities for the next one without a repeatable process. This Skill provides a structured quarterly review flow that surfaces learnings, resets strategic bets, and clarifies next steps.

Core Features & Use Cases

  • Guided 8-section quarterly review (Scorecard, Metrics, Revenue & Growth, What Worked, What Didn't, Strategic Priorities, Team, Next Quarter's Big Bets) for a consistent framework.
  • Generates a formal, shareable report saved to reviews/quarterly-review-[YYYY]-Q[N].md that tracks progress across quarters.
  • Adapts to business context and prior-quarter data to tailor questions and bets, ensuring relevance for founders and small teams.

Quick Start

Tell me your quarterly goals and outcomes and I will generate a complete quarterly review document.

Frequently Asked Questions about quarterly-review

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

FAQPage Schema
How do I conduct a structured quarterly review for my startup?▼

Conduct a structured quarterly review by evaluating your scorecard, metrics, and revenue, then resetting strategic priorities. This process generates a comprehensive markdown report with next quarter's big bets saved to reviews/quarterly-review-[YYYY]-Q[N].md.

What should be included in an end-of-quarter planning report for founders?▼

An end-of-quarter planning report should include a scorecard, metrics, revenue and growth analysis, what worked, what didn't, strategic priorities, team updates, and next quarter's big bets. This ensures a complete priority realignment across product, marketing, and operations.

Can I use this quarterly review process for a small team's KPI reviews?▼

Yes, this quarterly review process is designed for founders and small teams conducting KPI reviews. It adapts to your business context and prior-quarter data to tailor questions and bets, ensuring relevance for small team priority realignment.

How do I reset priorities and define big bets for the next quarter?▼

Reset priorities and define big bets by analyzing prior-quarter outcomes and strategic gaps. The review process surfaces learnings across product, marketing, and operations, and outputs a formal markdown document clarifying next quarter's three big bets.

What is the best way to track quarterly strategy and progress across quarters?▼

Track quarterly strategy and progress by generating a formal, shareable markdown report after each quarter. Saved to reviews/quarterly-review-[YYYY]-Q[N].md, these reports provide a consistent framework to evaluate strategy and track historical progress across quarters.

Does this quarterly review framework require prior strategic planning data?▼

No prior strategic planning data is strictly required, but the framework adapts to prior-quarter data if available. Providing your quarterly goals and outcomes allows the review to tailor questions and strategic bets to your specific business context.

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