Quarterly Review Command

Run a comprehensive interactive quarterly review of your business covering performance, development, finance, and well-being. The review is saved to Notion for future reference and planning.

Purpose

This command guides you through a structured Personal Business Quarterly Review (PBQR) that:

• Reviews the past quarter across all business dimensions
• Identifies patterns, constraints, and opportunities
• Sets clear objectives for the next quarter
• Produces a Notion Quarterly Log page for tracking

Prime Directive: Turn reflection into decisions.

Usage

/planning-strategy:quarterly-review

No arguments required - The skill will guide you interactively.

How It Works

This command invokes the quarterly-review skill, which:

1. Determines the quarter to review (the preceding quarter that just ended)
2. Fetches reference materials from Notion:
   • Personal Operating Model
   • Golden Rules
   • Year Plan
   • Previous Quarterly Log
3. Guides you interactively through 7 sections:
   • Quarter Snapshot (reality check)
   • Narrative Review (frictions & tailwinds)
   • Financial Review (scoreboard)
   • Goals Review (OKR-lite)
   • Capability & Asset Growth
   • Strategic Synthesis (patterns & decisions)
   • Meta-Analysis (Claude's strategic advice)
4. Compiles the review into a structured document
5. Saves to Notion under the Logbook page

What You'll Need

Time: 30-60 minutes of focused attention

Information:

• Sales activity data (conversations, proposals, win/loss)
• Financial data (revenue, costs)
• Previous quarter goals (auto-fetched from Notion if available)
• Reflections on what worked and what didn't

Output

A comprehensive Quarterly Log page in Notion containing:

• Quarter snapshot and narrative
• Financial scoreboard
• Goals review and next quarter objectives
• Capability growth tracking
• Strategic decisions (START / STOP / STAY / DOUBLE-DOWN)
• Claude's strategic analysis and recommendations

Saved to: https://www.notion.so/Your-Logbook-Page

Review Framework

The review follows this structure:

0. Quarter Snapshot

5-10 bullets capturing what actually happened

1. Narrative Review

• Lived experience (frictions vs tailwinds)
• Constraints & struggles (categorized)

2. Financial Review

• Sales activity
• Revenue & costs
• Financial trajectory

3. Goals Review

• Last quarter assessment (Keep/Kill/Complete)
• Next quarter objectives (Growth, Leverage, Foundation)

4. Capability & Asset Growth

• Skills gained
• Business development
• Outreach & visibility
• Brag list (evidence file)

5. Strategic Synthesis

• Patterns observed
• START / STOP / STAY / DOUBLE-DOWN decisions

6. Meta-Analysis

• Biggest constraint
• Strategic focus recommendation
• Misalignment flags

Design Principles

Direct, No Fluff: Signal only, no motivational language User Control: You confirm before anything is saved Anti-Sycophancy: Honest assessment, critical thinking Interactive: Questions guide you, no pre-filled answers Actionable: Every section feeds into decisions

Success Criteria

A successful quarterly review should:

1. Kill at least ONE goal, tool, or idea
2. Identify the single biggest constraint
3. Generate 3 clear objectives for next quarter
4. Take 30-60 minutes of focused time
5. Result in a Notion page you'll actually use

Example Flow

User: /planning-strategy:quarterly-review

Claude: Let me start your Q4 2025 Quarterly Review.

First, I'll fetch your reference materials...
✓ Personal Operating Model loaded
✓ Golden Rules loaded
✓ Year Plan 2025 loaded
✓ Q3 2025 Quarterly Log loaded

Let's begin with the Quarter Snapshot...

[Interactive questions follow]

Tips for Best Results

1. Block focused time - Don't rush this
2. Be honest - Especially about what didn't work
3. Have data ready - Financial numbers, metrics
4. Kill something - If you don't stop/kill anything, you're not being honest
5. Review Golden Rules - Make sure decisions align

Related Commands

• /general:get-year-and-quarter - Determine which quarter to review
• Future: /planning-strategy:update-year-plan - Update annual strategy

Notes

• The skill automatically determines the PRECEDING quarter (the one that just ended)
• All answers are interactive - no pre-filled templates
• The review is saved to Notion only after your confirmation
• Previous quarter data is auto-fetched if it exists
• Claude provides strategic analysis based on your inputs