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TheCraigHewitt
TheCraigHewittCOMMUNITY
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quarterly-review

Generate a structured quarterly review Markdown report for founders.

131|30|Updated Feb 10, 2026
Search Tags:#planning#strategy#reporting#goals#priorities#founder#quarterly-review
One-click install
npx skills add https://github.com/TheCraigHewitt/skills --skill quarterly-review-thecraighewitt
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: quarterly-review
Source: https://github.com/TheCraigHewitt/skills/tree/main/ceo/quarterly-review
Command: npx skills add https://github.com/TheCraigHewitt/skills --skill quarterly-review-thecraighewitt

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill guides founders through a structured quarterly review to evaluate progress, reset priorities, and align on the plan for the next quarter.

Core Features & Use Cases

  • Structured agenda: scores, metrics, wins, misses, and bets for the quarter.
  • Documentation generation: produces a comprehensive Quarterly Review report with clear decisions and next steps.
  • Use Case: at quarter-end, run this Skill to produce a narrative of goals, outcomes, and bets for the next period.

Quick Start

Initiate a guided quarterly review session and save the resulting report to reviews/quarterly-review-YYYY-QN.md.

Frequently Asked Questions about quarterly-review

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

FAQPage Schema
How do I run a structured quarterly review for founders?▼

A structured quarterly review evaluates goals, revenue, and priorities at quarter-end to generate a Markdown report with scorecard, wins, misses, and next quarter bets saved to reviews/.

What is the best way to document strategic priorities and goals at quarter-end?▼

Document quarter-end strategic priorities by assessing goals and revenue to produce a comprehensive narrative report with clear decisions and next steps for the next period.

Can I use this quarterly strategy reset for investor updates and team reviews?▼

Yes, the quarterly strategy reset applies at quarter-end to assess goals, revenue, and priorities across planning sessions, team reviews, and investor updates.

What sections are included in an automated quarterly review report?▼

An automated quarterly review report includes sections for Scorecard, Revenue & Growth, What Worked, What Didn’t Work, Strategic Priorities, Team, Next Quarter Bets, Annual Goal Check-In, and Energy rating.

Do I need any specific tools or dependencies to generate a quarterly review Markdown file?▼

No dependencies are required to generate the quarterly review Markdown file; the Skill operates independently to format and save the report to your reviews directory.

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