Quarterly review

Quarterly Review: Personal Business Quarterly Review (PBQR)

Prime Directive: Turn reflection into decisions. If it doesn't change next quarter, it doesn't belong here.

Overview

This interactive skill guides you through a comprehensive quarterly review of your business covering:

• Performance and lived experience
• Financial scoreboard
• Goals and objectives
• Capability and asset growth
• Strategic synthesis and decisions

The output is saved as a Quarterly Log page in Notion for reference and planning.

Notion Integration

Configuration: Notion page URLs are loaded in the following order (first found wins):

1. .claude/config.md or CLAUDE.md - Project-specific configuration (check working directory)
2. .claude-plugin/config.json - Plugin default configuration

Use the Read tool to load configuration at the start of the workflow.

Required Pages (configured in config files):

• Year Plan (config.notion.yearPlan): Strategic plan and OKRs
• Personal Operating Model (config.notion.personalOperatingModel): Strengths, weaknesses, operating manual
• Golden Rules (config.notion.goldenRules): Non-negotiable working principles
• Logbook (config.notion.logbook): Output location for quarterly review

Workflow

Step 0: Setup & Context Gathering

1. Load Configuration:

   // Use Read tool to load Notion page URLs from config
   // Try in order (first found wins):
   // 1. .claude/config.md (check for notion.* URLs in markdown)
   // 2. CLAUDE.md (check for notion.* URLs in markdown)
   // 3. .claude-plugin/config.json (JSON format)
   // Extract config.notion.yearPlan, config.notion.personalOperatingModel,
   // config.notion.goldenRules, config.notion.logbook
   // Use these URLs for all mcp__notion__notion-fetch calls below
   

2. Determine Quarter to Review:

   # Call the command to determine quarter
   /founder-support-system:get-year-and-quarter
   

   This determines the PRECEDING quarter (the one that just ended).

3. Fetch Reference Materials: Use mcp__notion__notion-fetch to retrieve:

   • Personal Operating Model (strengths, weaknesses)
   • Golden Rules (must-follow working principles)
   • Year Plan for current year (strategic objectives)
   • Previous Quarterly Log (if exists) for comparison

4. Brief Context Summary: Show user a 3-line summary:

   • Quarter being reviewed (e.g., "Q4 2025")
   • Current year objectives from Year Plan
   • Key themes from previous quarter (if available)

---

Section 1: Quarter Snapshot (Reality Check)

Purpose: Establish shared reality before analysis.

Interactive Process:

Use AskUserQuestion with these trigger questions:

1. What worked with less effort than expected? Signals leverage, fit, and hidden advantages.

2. Where did you spend the most energy for the least return? Exposes false priorities and sunk-cost thinking.

3. What surprised you—positively or negatively? Surprises reveal broken assumptions.

4. If this quarter repeated 3 more times, would the business be stronger or weaker? Why? Forces trajectory thinking instead of point-in-time evaluation.

5. What did you avoid or postpone that now feels costly? Highlights fear, discomfort, or unresolved decisions.

Format: Use multiSelect: false for open-ended responses.

Output Structure:

## Quarter Snapshot: Q[X] [YEAR]

### What Happened
- [5-10 bullets from user responses]

### Narrative Summary
[One paragraph synthesizing the above]

### Quarterly Reset — Keep it alive

*instructions:* This is the maintenance ritual. Short. Non-negotiable. If you skip this, the model rots.

#### The four questions
1. Where did I create disproportionate value?
2. Where did I fight my nature?
3. Which pitfall showed up again?
4. What rule or constraint must tighten?

#### Updates (refer to Personal Operating Model in Notion)
- Strengths to exploit more:
- Weakness routing improvements:
- New constraints:
- Remove constraints (if proven safe):

---

Section 2: Narrative Review

2.1 Lived Experience

Questions (use AskUserQuestion):

Ask about 3 frictions and 3 tailwinds:

1. Frictions: "What consistently pushed you uphill this quarter? Where did things feel hard?"
2. Tailwinds: "What moved with little effort? What had natural momentum?"

Output:

## Lived Experience

### Frictions (What Pushed Uphill)
1. [Friction 1]
2. [Friction 2]
3. [Friction 3]

### Tailwinds (What Moved Easily)
1. [Tailwind 1]
2. [Tailwind 2]
3. [Tailwind 3]

---

2.2 Constraints & Struggles

Questions (use AskUserQuestion with multiple choice + open):

For each struggle identified in 2.1, ask user to categorize:

Options:

• Structural (system/process issue)
• Capability (skill/knowledge gap)
• Positioning (market/message problem)
• Personal (energy, focus, well-being)

Output:

## Constraints & Struggles

### [Struggle Name] - [Category]
[User's explanation]

→ **Action**: [Structural/Positioning → next quarter priorities | Personal → environment design]

---

Section 3: Financial Review (Scoreboard)

Interactive Questions (use AskUserQuestion):

3.1 Sales Activity

Ask for:

• Real conversations held
• Proposals sent / won / lost
• Average deal size
• Sales cycle length

3.2 Revenue & Cost

Ask for:

• Gross revenue
• Fixed costs
• Variable costs
• Revenue per hour estimate

3.3 Financial Trajectory

Ask:

• "Are you on track vs annual target? (Yes/No/Unsure)"
• "If nothing changes, where do you land in 12 months?"

Output:

## Financial Review

### Sales Activity
| Metric | Q[X] [YEAR] | Trend vs Last Quarter |
|--------|-------------|----------------------|
| Conversations | [X] | [↑/↓/→] |
| Proposals Sent | [X] | [↑/↓/→] |
| Proposals Won | [X] | [↑/↓/→] |
| Avg Deal Size | €[X] | [↑/↓/→] |
| Sales Cycle | [X] days | [↑/↓/→] |

### Revenue & Cost
- **Gross Revenue**: €[X]
- **Fixed Costs**: €[X]
- **Variable Costs**: €[X]
- **Net**: €[X]
- **Revenue/Hour**: €[X]

### Financial Trajectory
- **Annual Target Status**: [🟢 On Track | 🟡 Behind | 🔴 Off Track]
- **12-Month Projection**: [User's answer]

→ [If Red: Mandatory strategic change required]

---

Section 4: Goals Review (OKR-Lite)

4.1 Review Last Quarter Objectives

Process:

1. Fetch previous Quarterly Log (if exists)
2. Extract previous quarter's objectives
3. For each objective, ask user: "Keep / Kill / Complete?"

Output:

## Last Quarter Objectives Review

### Objective 1: [Name]
- **Status**: [Keep | Kill | Complete]
- **Reason**: [User's explanation]

[Repeat for each objective]

---

4.2 Next Quarter Objectives (Max 3)

Interactive Process:

Ask user to define exactly 3 objectives:

• One growth objective (revenue, reach, market)
• One leverage objective (systems, efficiency, automation)
• One foundation objective (skills, infrastructure, health)

For each objective, ask:

1. "What measurable outcome defines success?"
2. "What single constraint does this address?"
3. "What are 2-4 key results?"

Output:

## Next Quarter Objectives: Q[X+1] [YEAR]

### 1. Growth Objective: [Name]
**Constraint Addressed**: [User's answer]

**Key Results**:
1. [KR1]
2. [KR2]
3. [KR3]
4. [KR4]

---

### 2. Leverage Objective: [Name]
**Constraint Addressed**: [User's answer]

**Key Results**:
1. [KR1]
2. [KR2]

---

### 3. Foundation Objective: [Name]
**Constraint Addressed**: [User's answer]

**Key Results**:
1. [KR1]
2. [KR2]

---

Section 5: Capability & Asset Growth

Interactive Questions (use AskUserQuestion):

5.1 Learning & Skill Accretion

• "What can you do now that you couldn't 90 days ago?"
• "Where have you applied these skills?"

5.2 Business Development

• "How many new meaningful connections?"
• "Who moved from cold to warm?"
• "Who created second-order opportunities?"

5.3 Outreach & Visibility

• "What did you publish or share?"
• "What created inbound interest?"
• "What fell flat?"

5.4 Brag List

• "What did you ship?"
• "What concrete results for clients?"
• "What changed for your audience?"

Output:

## Capability & Asset Growth

### Skills Gained
- [Skill 1]: Applied in [context]
- [Skill 2]: Applied in [context]

### Business Development
- **New Connections**: [X]
- **Warm Relationships**: [X]
- **Strategic Allies**: [Names]

### Outreach & Visibility
**Experiments Run**:
- [Experiment 1]: [Result]
- [Experiment 2]: [Result]

**Key Insight**: [One thing to double down on]

### Brag List (Evidence File)
- [Achievement 1]
- [Achievement 2]
- [Achievement 3]

**Concrete ROI**: [User's answer]

---

Section 6: Strategic Synthesis (Most Important)

6.1 Patterns

Ask user: "Looking back at everything above, what patterns do you see?"

Prompt for:

• What repeated?
• What scaled?
• What drained disproportionate energy?

Output: Max 3 patterns

---

6.2 Decisions (START / STOP / STAY / DOUBLE-DOWN)

Interactive Process (use AskUserQuestion with options):

Present the framework and ask user to fill in:

START:

• "What ONE thing would unlock leverage next quarter?"

STOP:

• "What ONE thing is net negative and must be cut?"

STAY:

• "What ONE behavior/system is working and should continue?"

DOUBLE-DOWN:

• "What ONE proven asset should you amplify?"

Output:

## Strategic Synthesis

### Patterns Observed
1. [Pattern 1]
2. [Pattern 2]
3. [Pattern 3]

### Strategic Decisions

#### START
**[One thing to start]**
Why: [User's rationale]

#### STOP
**[One thing to stop]**
Why: [User's rationale]

#### STAY
**[One thing to stay]**
Why: [User's rationale]

#### DOUBLE-DOWN
**[One proven asset to amplify]**
Why: [User's rationale]

---

Section 7: Meta-Analysis (Claude's Strategic Advice)

Process:

After gathering all user input, provide direct, no-fluff strategic advice:

1. Identify the single biggest constraint limiting progress
2. Propose one strategic focus for next quarter
3. Recommend specific actions (start/stop/double-down)
4. Flag any misalignment between effort, revenue, and positioning

Tone: Be direct. No motivational language. Optimize for leverage, clarity, and compounding advantage.

Output:

## Strategic Advice (Claude Analysis)

### Single Biggest Constraint
[Constraint identification]

### Recommended Strategic Focus for Q[X+1]
[One clear focus area]

### Specific Recommendations
**START**: [One thing]
**STOP**: [One thing]
**DOUBLE-DOWN**: [One thing]

### Misalignment Flags
[Any gaps between effort, revenue, and long-term positioning]

---

**Final Note**: If this review doesn't kill at least one goal, tool, or idea, it's not honest enough.

---

Step 8: Compile & Save to Notion

Process:

1. Compile Full Quarterly Review: Combine all sections above into a single, well-structured markdown document.

2. Show Preview to User: Display the complete review for user approval.

3. Ask for Confirmation:

   I've compiled your Q[X] [YEAR] Quarterly Review.
   
   Should I save this to Notion under the Logbook page? (Yes/No)
   

4. If Yes, Save to Notion:

   • Use mcp__notion__notion-create-pages to create a new page titled "Q[X] [YEAR] Quarterly Review"
   • Set parent page to: https://www.notion.so/Your-Logbook-Page
   • Content: Full compiled review in Notion-flavored Markdown
   • Add properties if the Logbook has a database structure (Year, Quarter, etc.)

5. Confirm Completion:

   ✅ Quarterly Review saved to Notion!
   
   📄 [Link to new page]
   
   **Next Steps**:
   - Review your Next Quarter Objectives
   - Update Year Plan if needed
   - Schedule check-ins for key results
   

---

Important Notes

• Be Direct: No motivational fluff. Signal only.
• User Control: Always confirm before saving to Notion
• Anti-Sycophancy: Challenge patterns, call out misalignments
• Surgical Questions: Ask exactly what's needed, no more
• Golden Rules Compliance: Reference Golden Rules throughout if they relate to decisions

Error Handling

• If Notion pages don't load, ask user to verify URLs
• If previous quarter doesn't exist, skip comparison
• If user gets stuck on a question, offer to skip or come back later
• Always save progress if user wants to pause

Success Criteria

A successful quarterly review should:

1. Take 30-60 minutes of focused interaction
2. Produce at least ONE decision to stop/kill something
3. Identify the single biggest constraint
4. Generate 3 clear objectives for next quarter
5. Result in a Notion page the user will actually reference