Quarterly Review

Same shape as Monthly, zoomed out — for a quarter, a half, or a full year.

Three prompts, zoomed out:

  • Highlights — what went well this period? What are you proud of?
  • What Slipped — which goals or projects didn't get done, and why?
  • What You Learned — new skills, experiments, things you tried for the first time.

Action Items — what will you actually do differently next period? Turn the big ones into OKRs for next quarter.

Try It

Paste this into ChatGPT, Claude, or whatever AI tool you use:

Help me write a Quarterly Review using three prompts: Highlights, What Slipped, and What You Learned. Then help me turn the biggest Action Items into OKRs for next quarter.