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quarterly-review

Generate a quarterly review from vault activity and notes.

Updated Dec 26, 2023
Search Tags:#pkm#synthesis#multilingual#quarterly-review#theme-drift#project-outcomes#velocity-trend
One-click install
npx skills add https://github.com/Selogaz/Obsidian-vault-cpp --skill quarterly-review-selogaz
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: quarterly-review
Source: https://github.com/Selogaz/Obsidian-vault-cpp/tree/main/skills/quarterly-review
Command: npx skills add https://github.com/Selogaz/Obsidian-vault-cpp --skill quarterly-review-selogaz

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generates a strategic quarterly review by aggregating three months of vault activity and notes into a single, actionable summary, then creates or updates the quarterly note with a ready-to-reflect review.

Core Features & Use Cases

  • Velocity trend: compute per-month velocity (notes, tasks, sources) and present as a three-month trend.
  • Planned vs Actual: compare user intentions from monthly and previous quarterly notes with realized outcomes this quarter.
  • Theme drift: track momentum of themes across months via wikilinks to highlight growth and fade.
  • Synthesis ratio: calculate the ratio of sources processed to notes created to measure knowledge-building efficiency.
  • Project outcomes: summarize completed, frozen, started, and still-stuck projects for the quarter.

Quick Start

Invoke the quarterly-review when you want a quarterly summary to be generated and inserted into your quarterly note.

Frequently Asked Questions about quarterly-review

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

FAQPage Schema
How do I generate a strategic quarterly review from my vault data?▼

A quarterly review synthesizes three months of vault activity into a single summary. It computes velocity trends across daily notes, compares planned versus actual outcomes, and tracks theme drift to produce an actionable reflection document.

How do I track theme drift and momentum across my monthly notes?▼

Track theme drift by analyzing wikilinks across your monthly notes to highlight theme growth and fade. The quarterly review monitors momentum across months, revealing which topics gained traction and which lost relevance during the quarter.

Can I calculate my knowledge-building efficiency from sources processed?▼

Calculate knowledge-building efficiency by measuring the synthesis ratio, which compares the number of sources processed to notes created. This ratio indicates how effectively you convert raw input into structured knowledge within your vault.

Does the quarterly review support multilingual vaults and notes?▼

Multilingual vaults are supported through automatic language detection. The quarterly review detects the language of your existing notes and presents the generated summary, velocity trends, and project outcomes in that detected language.

How do I summarize project outcomes for completed and frozen projects?▼

Summarize project outcomes by aggregating project data across the quarter to identify completed, frozen, started, and still-stuck projects. The review evaluates project status changes to provide a clear overview of your quarterly progress.

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