Execution Rules

Execute Oskar's weekly review and planning session. Use todoist-workflow skill for task management.

This is a comprehensive 3-phase process combining reflection and forward planning.

Execution Rules

CRITICAL: Sequential Execution Required

• Each step MUST be fully completed before starting the next step
• Steps that ask questions or request approval are BLOCKING — do not proceed until the user responds
• NEVER say "while you..." or "in the meantime..." to parallelize interactive steps
• Exception: Steps 1-4 (data gathering) CAN be executed in parallel since they don't require user input
• After completing Steps 1-4, you MUST stop and wait before proceeding to Step 5

Phase 1: Review

Step 1: Compile Journal Entries

Find all journal entries from this week in Journal/:

• Use Glob to find files matching Journal/YYYY-MM-DD* for each day of the current week
• Read each entry
• Identify recurring themes, key insights, and notable events
• This is the Fractal Journaling weekly compilation level

Step 2: Summarise Daily Notes

Read this week's daily notes from Daily/ (YYYY-MM-DD.md format):

• Review priorities set each day (2+8 selections)
• Note which priorities were completed vs carried over
• Identify patterns in what got done vs deferred

Step 3: Review Todoist Tasks

Use Todoist MCP tools:

• Use find-completed-tasks to find tasks completed this week
• Use find-tasks-by-date with startDate: "today" to find pending and overdue tasks
• Identify any tasks that have been deferred repeatedly (check task history)

Step 4: Check Goal Progress

Read goal notes from Goals/ folder:

• Check done property status
• Compare weekly activity against goal objectives
• Identify which goals saw progress and which stalled
• Note any goals needing attention

Step 5: Present Weekly Summary

Present to Oskar:

• Themes: Recurring topics from journal entries
• Accomplishments: Key things completed
• Carried over: Items that kept getting deferred
• Goal progress: Status of active goals
• Patterns: What went well vs what needs improvement

Step 6: Ask for Reflections

Ask Oskar:

• What went well this week?
• What could improve?
• What should be the focus for next week?

Use AskUserQuestion or discuss conversationally based on Oskar's preference.

⚠️ WAIT FOR RESPONSE BEFORE CONTINUING

Phase 2: Plan

Step 7: Clear Todoist Inbox

Find unassigned inbox tasks:

• Use find-tasks with projectId: "inbox" and responsibleUserFiltering: "unassignedOrMe"
• Apply ZeroInbox methodology: trash, archive, or action
• For actionable items, propose routing to Time Sector projects (THIS WEEK, NEXT WEEK, THIS MONTH, NEXT MONTH) or other projects
• Get Oskar's approval for routing decisions
• Execute moves using update-tasks (change projectId)

⚠️ WAIT FOR RESPONSE BEFORE CONTINUING

Step 8: Review Calendar

Fetch next 7 days of events:

• Use Google Calendar MCP tools (list-events with appropriate date range)
• If Google Calendar MCP tools are unavailable, ask Oskar to describe upcoming commitments
• Identify busy days, available time blocks, and major commitments
• Note this for task scheduling in later steps

⚠️ WAIT FOR RESPONSE BEFORE CONTINUING (if asking for calendar info)

Step 9: Review Master Project List

Read active projects from Projects/ folder:

• Check status property for active projects
• Surface each project's status and next actions
• Flag stalled projects (no activity for 2+ weeks based on modified date or lack of linked tasks)
• Identify work mentioned in journals/calendar that lacks a project note (capture context for Step 14)
• Ask Oskar about priorities and focus areas

⚠️ WAIT FOR RESPONSE BEFORE CONTINUING

Step 10: Review THIS WEEK Incomplete Tasks

Find tasks in THIS WEEK project:

• Use find-tasks with the THIS WEEK project ID from the todoist-workflow skill
• For each incomplete task, propose one of:
  • Mark complete (if actually done but not marked)
  • Defer to NEXT WEEK project
  • Reschedule with new due date in next week
• Get Oskar's approval for each decision
• Execute moves using complete-tasks or update-tasks

⚠️ WAIT FOR RESPONSE BEFORE CONTINUING

Step 11: Promote from NEXT WEEK

Find tasks in NEXT WEEK project:

• Use find-tasks with the NEXT WEEK project ID from the todoist-workflow skill
• Based on calendar availability from Step 8, propose which tasks to move to THIS WEEK
• Suggest appropriate due dates based on available time blocks
• Get Oskar's approval
• Execute moves using update-tasks (change to THIS WEEK project ID and set dueString)

⚠️ WAIT FOR RESPONSE BEFORE CONTINUING

Step 12: Promote from THIS MONTH

Find tasks in THIS MONTH project:

• Use find-tasks with the THIS MONTH project ID from the todoist-workflow skill
• Propose any urgent tasks that should move to THIS WEEK based on:
  • Calendar availability from Step 8
  • Goal priorities from Step 4
  • Project priorities from Step 9
• Get Oskar's approval
• Execute moves using update-tasks (change to THIS WEEK project ID and set dueString)

⚠️ WAIT FOR RESPONSE BEFORE CONTINUING

Phase 3: Wrap Up

Step 13: Create Weekly Review Journal Entry

Create a weekly review journal entry:

• Filename: Journal/YYYY-MM-DD HHmm - Weekly Review.md (current timestamp)
• Include:
  • Review summary (themes, accomplishments, carryover, goal progress, patterns)
  • Reflections from Oskar (Step 6)
  • Planning decisions (inbox routing, task promotions, project priorities)
  • Summary of opportunities identified (brief mention that tasks were created for project/goal creation)
• Link to relevant daily notes, goal notes, and project notes via wikilinks
• Link to Todoist tasks created for new projects/goals

Step 14: Update Goal and Project Notes

For existing goal notes:

• Update done property or progress notes on active goals
• Add weekly progress notes with links to the weekly review journal entry
• Update goal tracking information based on review findings

For existing project notes:

• Update status property if changed (e.g., Active → Completed, Active → Paused)
• Add brief progress notes referencing the weekly review

For new projects identified during review:

• DO NOT create project notes directly
• Ask Oskar: "I noticed [project description]. Would you like to create this project now, or should I create a Todoist task to remind you?"

⚠️ WAIT FOR RESPONSE BEFORE CONTINUING

• If creating now: Tell Oskar to run /vault-manager:project and provide context verbally
• If creating task: Use add-tasks to create a Todoist task with:
  • Content: "Create project: [Project Name]"
  • Description: Full context + suggested prompt (see format below)
  • Project: THIS WEEK or NEXT WEEK (ask Oskar)
  • Priority: p2 (default for planning tasks)
  • Labels: ["Planning"] (or ["Work", "Planning"] for work projects)

For new goals identified during review:

• Same pattern: ask if now or task

⚠️ WAIT FOR RESPONSE BEFORE CONTINUING

• If creating task: Similar Todoist task for goal creation

Todoist task description format for new projects:

Context:
- Type: [Work Project / Personal Project]
- Organization: [if work - e.g., Qogita]
- Related goal: [goal name]
- Background: [1-2 sentence summary]

Suggested prompt for /vault-manager:project:
"Create a project for [name]. This is a [type] project [at Organization]. It relates to [goal] and [brief why it matters]."

For new goals, similar format:

Context:
- Area: [area name]
- Why: [motivation]
- Related projects: [if any]

Suggested prompt for /vault-manager:goal:
"Create a goal for [name]. This relates to [area] and [brief context]."

Step 15: Save Insights to Auto Memory

Update auto memory with:

• Review patterns and insights
• Any new conventions or preferences expressed
• Goal status changes
• Planning decisions and rationale
• Next week's focus areas