quarter-plan

Solid

Set 3-5 strategic goals for the quarter

AI & Automation 448 stars 121 forks Updated today NOASSERTION

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Skill Content

## Purpose Set 3-5 strategic goals for the quarter. Runs at the start of each quarter (or mid-quarter if starting fresh). ## Usage - `/quarter-plan` — Plan current or upcoming quarter - `/quarter-plan next` — Plan next quarter (run in last week of current quarter) --- ## Step 0: Confirm the Quarter Goals room is enabled Read `System/user-profile.yaml`: 1. Check `capabilities.quarter_goals.enabled`; only when that key is absent, honor legacy `quarterly_planning.enabled`. 2. **If disabled:** Explain that the room can be enabled with `/manage-capabilities`, then end. 3. **If enabled:** Continue to Step 0.5 when fiscal-quarter setup is still needed; otherwise continue to Step 1. --- ## Step 0.5: Quarterly Planning Onboarding (First Time) > "Quarterly planning helps you set 3-5 big goals every 3 months. Your weekly plans will then tie back to these goals. > > **When does your Q1 start?** > 1. January (calendar year) > 2. February > 3. April (common fiscal year) > 4. Other month > 5. I don't want quarterly planning" **Capture response:** - If 1-4: Save month to config - If 5: Set `enabled: false` and end **Calculate quarter dates:** ``` If Q1 starts in January: Q1: Jan-Mar, Q2: Apr-Jun, Q3: Jul-Sep, Q4: Oct-Dec If Q1 starts in February: Q1: Feb-Apr, Q2: May-Jul, Q3: Aug-Oct, Q4: Nov-Jan If Q1 starts in April: Q1: Apr-Jun, Q2: Jul-Sep, Q3: Oct-Dec, Q4: Jan-Mar ``` **Save to `System/user-profile.yaml`:** ```yaml quarterly_planning: enabled: true q1_sta...

Details

Author
davekilleen
Repository
davekilleen/Dex
Created
6 months ago
Last Updated
today
Language
Python
License
NOASSERTION

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