Purpose

Review and synthesize the quarter that just ended. Evaluates goal completion, captures learnings, and suggests focus for next quarter.

Usage

/quarter-review — Review current/recently ended quarter
/quarter-review Q4 2025 — Review specific past quarter

Step 0: Check if Quarterly Planning is Enabled

Read System/user-profile.yaml:

Check quarterly_planning.enabled value
If false:
- Display: "Quarterly planning is disabled. Enable it first with /quarter-plan"
- End command
If true: Continue to Step 1

Step 1: Determine Target Quarter

If no parameter:

Calculate current quarter based on q1_start_month
Assume reviewing current or just-ended quarter

If parameter provided (e.g., "Q4 2025"):

Parse quarter and year
Review that specific quarter

Calculate:

target_quarter: "Q1 2026"
quarter_start: "2026-01-01"
quarter_end: "2026-03-31"

Step 2: Context Gathering

Quarter Goals File

Check for 01-Quarter_Goals/Quarter_Goals.md:

If exists and matches target quarter:

Extract goals that were set
Note progress percentages (if updated)
List milestones and completion status

If missing or wrong quarter:

Check 07-Archives/Reviews/[quarter]-goals.md (archived version)
If still missing: "No goals found for this quarter"

Task Completion

Scan 03-Tasks/Tasks.md for tasks completed during quarter:

Count completed tasks in date range
Major completions
Tasks that were blocked

Project Activity

Scan 04-Projects/ for activity during quarter:

Modified files in date range
Projects launched
Projects completed
Projects stalled

Meetings & People

Scan 00-Inbox/Meetings/ for quarter date range:

Total meetings held
Key discussions and decisions
New relationships formed

Weekly Syntheses

Look for 00-Inbox/Weekly_Synthesis_*.md files in quarter:

Extract recurring themes
Compile learnings
Note energy patterns

Step 2.5: Semantic Context Enrichment (if QMD available)

Check if semantic search is available by looking for qmd in PATH.

If available, enhance the quarterly review with meaning-based analysis:

Link lessons to goals: For each major learning captured this quarter, search:
```
qmd query "learning description" --limit 3
```
against 01-Quarter_Goals/Quarter_Goals.md. Discover which goals a learning actually impacted, even without explicit tags.
- Example: Learning "Realized we need better onboarding docs" semantically matches goal "Improve customer activation rate"
Detect hidden goal progress: For each quarterly goal, search across all meeting notes and tasks:
```
qmd query "goal success criteria" --limit 5
```
Find work that advanced the goal but wasn't explicitly linked.
- Example: Goal "Expand EMEA presence" — QMD finds 4 meetings about European partnerships and 2 tasks about localization that were never formally linked.
Cross-goal connections: Search for themes that span multiple goals:
```
qmd query "recurring theme from the quarter" --limit 5
```
Surface patterns like "Customer feedback kept driving both your product and content goals."

Integration: Add a "Semantic Discoveries" subsection under each goal assessment showing work that contributed but wasn't explicitly tracked. Also add a "Cross-Goal Themes" section to the quarterly review output.

If QMD unavailable: Skip silently. Goal assessment still works from explicit data.

Step 3: Goal Assessment

For each goal from 01-Quarter_Goals/Quarter_Goals.md:

Evaluate:

✅ Completed: Fully achieved
🔄 Partial: Made significant progress but not done
❌ Not Started: Didn't get to it
🚫 Deprioritized: Intentionally stopped

For each, capture:

What was accomplished
What blocked progress (if incomplete)
Key learnings

Step 4: Interactive Review

Goal-by-goal walkthrough:

"Goal 1: [Goal title]

Progress indicator showed: [X%] Milestones: [Y of Z completed]

How would you assess this goal?

✅ Completed

🔄 Partial (what % done?)

❌ Didn't get to it

🚫 Deprioritized"

Wait for user response, then:

"What happened with this goal? (Key wins, blockers, learnings)"

Capture narrative for each goal.

Overall quarter reflection:

"Stepping back, how did this quarter go?

What were your biggest wins?

What drained energy or didn't work?

What would you do differently?

What surprised you?"

Step 5: Pillar Balance Review

Read System/pillars.yaml and assess:

"Pillar balance this quarter:

[Pillar 1]: [Goals + activity level]

[Pillar 2]: [Goals + activity level]

[Pillar 3]: [Goals + activity level]

Any pillar that needs more attention next quarter?"

Step 5.5: System Health & Backlog Review

Review the Dex system itself and improvement backlog.

Check Dex Backlog

Read System/Dex_Backlog.md if it exists:

Extract:

Total ideas in backlog
High-priority ideas (score >= 85)
Ideas captured during this quarter
Ideas marked as implemented

Present to user:

"Dex System Improvement Backlog:

Total ideas captured: [count]

High-priority (ready to implement): [count]

Implemented this quarter: [count]

Looking at your Dex backlog:

Any 1-2 high-impact improvements to prioritize next quarter?

Any stale ideas (>6 months old) to archive?"

Wait for user input on:

Which 1-2 ideas to tackle next quarter
Any ideas to archive or refine

Suggest Backlog Review

If 3+ high-priority ideas exist:

"💡 Consider running /dex-backlog soon to re-rank ideas based on updated system state."

If no Dex_Backlog.md exists:

Skip this section silently
In review document, note: "Dex backlog system not yet in use"

Step 6: Generate Quarterly Review

Create 07-Archives/Reviews/[Quarter].md:

---
quarter: Q1 2026
start_date: 2026-01-01
end_date: 2026-03-31
reviewed_on: [date]
---

# Q1 2026 Quarterly Review

**Jan 1 - Mar 31, 2026**

---

## TL;DR

- **Goals:** [X of Y completed]
- **Key win:** [Biggest accomplishment]
- **Key learning:** [Most important insight]
- **Pillar balance:** [Assessment]

---

## Goal Completion

### Goal 1: [Goal Title] — **[Pillar]**

**Status:** ✅ Completed / 🔄 Partial (X%) / ❌ Not Started / 🚫 Deprioritized

**Original success criteria:**
[What was defined in 01-Quarter_Goals/Quarter_Goals.md]

**What happened:**
[Narrative from user + gathered context]

**Key wins:**
- [Specific accomplishment]

**Blockers/Challenges:**
- [What got in the way]

**Learnings:**
- [What was learned]

---

### Goal 2: [Goal Title] — **[Pillar]**

[Same structure]

---

### Goal 3: [Goal Title] — **[Pillar]**

[Same structure]

---

## Quarter Highlights

### Major Accomplishments
- [Project/initiative completed]
- [Milestone reached]
- [Key decision made]

### Projects Shipped
- [Project 1] — [Brief description]
- [Project 2] — [Brief description]

### New Relationships
- [Person] at [Company] — [Context]

### Key Meetings/Decisions
- [Date]: [Meeting/decision] — [Impact]

---

## What Didn't Work

### Incomplete Goals
- [Goal] — [Why it didn't happen]

### Stalled Projects
- [Project] — [What blocked it]

### Time Drains
- [Activity that consumed time without value]

---

## Learnings & Insights

### Process Learnings
- [What worked well]
- [What to change]

### Personal Insights
- [Self-awareness gained]

### System Improvements
- [Dex system improvements identified]

---

## System Health & Improvement Backlog

### Dex Backlog Activity
- **Ideas captured:** [Count during quarter]
- **Ideas implemented:** [Count marked as completed]
- **Current high-priority ideas:** [Count with score >= 85]

### Improvements Implemented This Quarter
- **[idea-XXX]** [Title] — [Brief description of what was built]
- **[idea-YYY]** [Title] — [Impact it had]

### Next Quarter Priorities
Based on backlog review, prioritize these improvements:
1. [Idea to tackle] — [Why now]
2. [Idea to tackle] — [Why now]

*Run `/dex-backlog` for full ranked list*

---

## Pillar Assessment

| Pillar | Goals | Activity | Assessment |
|--------|-------|----------|------------|
| [Pillar 1] | [X goals] | [High/Med/Low] | [Balanced / Over-indexed / Neglected] |
| [Pillar 2] | [Y goals] | [High/Med/Low] | [Assessment] |
| [Pillar 3] | [Z goals] | [High/Med/Low] | [Assessment] |

**Next quarter adjustment:**
[Which pillar needs more/less focus]

---

## Stats

- **Weeks in quarter:** 13
- **Meetings held:** [Count]
- **Tasks completed:** [Count]
- **Projects shipped:** [Count]
- **Weekly syntheses:** [Count completed]

---

## Next Quarter Suggestions

Based on this quarter's learnings:

### Carry Forward
- [ ] [Incomplete goal to continue]
- [ ] [Unfinished initiative]

### New Opportunities
- [Area to explore next quarter]
- [Project idea that emerged]

### Focus Areas
1. [Suggested priority 1]
2. [Suggested priority 2]
3. [Suggested priority 3]

### Process Changes
- [Adjustment to workflow]
- [System improvement to implement]

---

## Energy Assessment

<details>
<summary>Click to expand</summary>

### What Gave Energy
- [Activities/projects that were energizing]

### What Drained Energy
- [Activities that felt like a slog]

### Adjustment for Next Quarter
- [More of X, less of Y]

</details>

---

*Generated: [timestamp]*
*Command: /quarter-review*

Step 7: Next Quarter Planning Prompt

After review is complete:

"Quarter reviewed and saved to 07-Archives/Reviews/Q1-2026.md

Ready to plan next quarter (Q2 2026)?

I have suggestions based on what you learned this quarter.

[Yes, let's plan Q2] [No, I'll do it later]"

If yes: Flow directly into /quarter-plan next

Follow-up Actions

After review:

Archive old 01-Quarter_Goals/Quarter_Goals.md if not already done
Update System/user-profile.yaml with completed quarter
Suggest running /quarter-plan for next quarter

Integration Points

Called at end of quarter:

Natural time: Last week of quarter
Can run anytime after quarter ends

Feeds into /quarter-plan:

Next quarter planning reads this review
Suggestions inform new goals

References:

01-Quarter_Goals/Quarter_Goals.md — Original plan
Weekly syntheses — Week-by-week activity
Task completions — Actual work done
Meeting notes — Context gathered

Graceful Degradation

Missing Goals File

Can still review based on tasks, projects, meetings
Notes that no formal goals were set

First Quarter

No previous quarter to compare to
Focus on establishing baseline

Incomplete Data

Works with whatever data is available
Prompts user to fill in gaps

Track Usage (Silent)

Update System/usage_log.md to mark quarterly review as used.

Analytics (Silent):

Call track_event with event_name quarter_review_completed and properties:

goals_assessed
completion_rate

This only fires if the user has opted into analytics. No action needed if it returns "analytics_disabled".

quarter-review