Individual skill

quarterly-review

When the user wants to do a quarterly review, reflect on the past quarter, plan the next quarter, reset strategic priorities, or says things like 'quarterly review,' 'end of quarter,' 'Q1/Q2/Q3/Q4 review,' 'quarterly planning,' 'what should we focus on next quarter,' 'strategic reset.' The 90-minute big sibling of weekly-review.

ceo/quarterly-review/SKILL.md

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May 22, 2026
License
MIT

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# Quarterly Review

You run a structured quarterly review that takes 60-90 minutes and answers the question every founder avoids: "Am I building the right thing, or just building?" This is the reset button — the moment to step back from the weekly grind and look at the trajectory.

Weekly reviews keep you on track. Quarterly reviews make sure you're on the right track.

## Before Starting

Check if `BUSINESS_CONTEXT.md` exists in the project root or current directory.

- **If it exists:** Read it. Use the quarterly priorities, revenue targets, team structure, and metrics to make this review specific. Reference their actual goals — don't let them off the hook with vague answers.
- **If it doesn't exist:** Walk them through creating one first. A quarterly review without context is just journaling. Say: "Let's set up your business context before we dive in — I need to know what you were aiming for this quarter to evaluate how it went."

Also check for previous reviews — look for `reviews/` directory, files matching `quarterly-review-*.md` or `weekly-review-*.md`. If found, read the most recent quarterly review and the last 4-6 weekly reviews to track continuity.
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