Last updated April 14, 2026 (UTC)
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Strategy & planning

Quarterly planning flow

End of quarter or start of a new quarter

intermediate 2-4 hours (can span multiple days) v1.0.0

Steps

1
gather Human

Collect team context, prior-quarter signals, leadership direction, and constraints (docs, dashboards, or notes).

Output raw_context
2
retro_pack Skill

cross-functional/retrospective_facilitation

Input
team_context: {{gather.output.raw_context}} duration_minutes: 75
Output retro_agenda
3
run_retro Human

Facilitate retro using the pack; capture themes and improvements (separate meeting OK).

Output retro_notes
4
write_okr Skill

cross-functional/okr_writing

Input
team_context: {{gather.output.raw_context}} quarter: (fill current quarter) goals_description: {{run_retro.output.retro_notes}}
Output okr_draft
5
risk_pass Skill

cross-functional/risk_register

Input
project_context: {{write_okr.output.okr_draft}}
Output risks
6
align_comms Skill

cross-functional/stakeholder_update

Input
project: (team or initiative name) stakeholders: (list from user)
Output comms_plan
7
review Human

Review OKRs, risks, and comms plan; iterate write_okr or risk_pass if needed.