Product Strategist
alirezarezvani/claude-skills
OKR cascade toolkit for product leaders: generates aligned company-to-team OKRs from five strategy types and scores how well they line up.
Run the full quarterly planning cycle -- pre-quarter homework, kickoff, weekly Wodtke rhythm, mid-quarter check-in, and close retro -- using Radical Focus, Cagan strategy, and a fixed planning…
Install Quarterly Planning
$ npx skills add borghei/Claude-Skills --skill quarterly-planning -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install borghei/Claude-Skills quarterly-planning --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/project-management/execution/quarterly-planning .claude/skills/quarterly-planning && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "quarterly-planning" agent skill from https://github.com/borghei/Claude-Skills/tree/main/project-management/execution/quarterly-planning into .claude/skills/quarterly-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quarterly-planning", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/borghei/Claude-Skills/tree/main/project-management/execution/quarterly-planningType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add borghei/Claude-Skills --skill quarterly-planning -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install borghei/Claude-Skills quarterly-planning --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/project-management/execution/quarterly-planning .agents/skills/quarterly-planning && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "quarterly-planning" agent skill from https://github.com/borghei/Claude-Skills/tree/main/project-management/execution/quarterly-planning into .agents/skills/quarterly-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quarterly-planning", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add borghei/Claude-Skills --skill quarterly-planning -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install borghei/Claude-Skills quarterly-planning --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/project-management/execution/quarterly-planning .cursor/skills/quarterly-planning && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "quarterly-planning" agent skill from https://github.com/borghei/Claude-Skills/tree/main/project-management/execution/quarterly-planning into .cursor/skills/quarterly-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quarterly-planning", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/borghei/Claude-Skills.git --path project-management/execution/quarterly-planning--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add borghei/Claude-Skills --skill quarterly-planning -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install borghei/Claude-Skills quarterly-planning --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/project-management/execution/quarterly-planning .gemini/skills/quarterly-planning && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "quarterly-planning" agent skill from https://github.com/borghei/Claude-Skills/tree/main/project-management/execution/quarterly-planning into .gemini/skills/quarterly-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quarterly-planning", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install borghei/Claude-Skills quarterly-planningInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add borghei/Claude-Skills --skill quarterly-planning -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/project-management/execution/quarterly-planning .github/skills/quarterly-planning && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "quarterly-planning" agent skill from https://github.com/borghei/Claude-Skills/tree/main/project-management/execution/quarterly-planning into .github/skills/quarterly-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quarterly-planning", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add borghei/Claude-Skills --skill quarterly-planning -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install borghei/Claude-Skills quarterly-planning --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/project-management/execution/quarterly-planning .opencode/skills/quarterly-planning && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "quarterly-planning" agent skill from https://github.com/borghei/Claude-Skills/tree/main/project-management/execution/quarterly-planning into .opencode/skills/quarterly-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quarterly-planning", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
quarterly-planning- GitHub stars
- 886
- Token cost
- ~1.8k tokens
- SKILL.md length
- 797 words
- Files
- 9 (incl. references, assets)
- Skills in repo
- 354
- Repo updated
- First seen
- Licence
- MIT
At a glance
Run the full quarterly planning cycle -- pre-quarter homework, kickoff, weekly Wodtke rhythm, mid-quarter check-in, and close retro -- using Radical Focus, Cagan strategy, and a fixed planning…
- Tasks that involve Product roadmapping
- SKILL.md covers Overview, Core Capabilities, Clarify First and The Quarterly Cycle, plus 4 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
- Tasks that involve OKRs and executive reporting
What it does
Quarterly Planning is an agent skill from borghei/Claude-Skills. Run the full quarterly planning cycle -- pre-quarter homework, kickoff, weekly Wodtke rhythm, mid-quarter check-in, and close retro -- using Radical Focus, Cagan strategy, and a fixed planning cadence around your OKRs.
Its SKILL.md is about 1.8k tokens, which your agent loads only when the skill is triggered. The skill folder holds 11 other files, including reference files and assets (for example `assets/close_retro_template.md`, `assets/kickoff_agenda_template.md` and `assets/mid_quarter_check_in_template.md`).
It sits in Product & Project Management, covering Product roadmapping and OKRs and executive reporting. The repository describes itself as: 385 AI skills, 77 expert agents, and 900 stdlib Python tools for every team: engineering, PM, marketing, C-level, compliance, business ops, research, and a LinkedIn toolkit… The licence is MIT.
When your agent uses it
- Tasks that involve Product roadmapping
- Tasks that involve OKRs and executive reporting
Example prompts
- “/quarterly-planning”
What it can do on your machine
Read from SKILL.md and the folder at commit 4a698e8. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Quarterly Planning loads about 1.8k tokens when it runs, and up to ~12k if it reads all its reference files. Until then it costs about 59 tokens; SKILL.md has 797 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from borghei/Claude-Skills at commit 4a698e8, republished under its MIT licence (© borghei). 797 words, ~1,814 tokens.
Download SKILL.mdSave it as
.claude/skills/quarterly-planning/SKILL.md (or your agent's skills folder). This skill also uses 8 other files; get the full folder from GitHub.- name
- quarterly-planning
- description
- Run the full quarterly planning cycle -- pre-quarter homework, kickoff, weekly Wodtke rhythm, mid-quarter check-in, and close retro -- using Radical Focus, Cagan strategy, and a fixed planning cadence around your OKRs.
- license
- MIT + Commons Clause
- metadata.version
- 1.0.1
- metadata.author
- borghei
- metadata.category
- project-management
- metadata.domain
- pm-execution
- metadata.updated
- 2026-06-15
- metadata.tech-stack
- quarterly-planning, okrs, product-strategy, radical-focus
Quarterly Planning Expert
Overview
Quarterly planning is the operating cadence that turns annual strategy into quarterly outcomes. Done well, it produces aligned OKRs, a roadmap that delivers them, a capacity plan that respects reality, and a tracking ritual that catches drift before it compounds. Done poorly, it produces OKR theater -- a slide deck of objectives that nobody references after week two.
This skill is the above-OKR-writing companion to execution/brainstorm-okrs/. Where brainstorm-okrs/ covers how to write good OKRs, this skill covers the full quarterly cycle around them: pre-quarter homework, kickoff agenda, mid-quarter check-in, close-of-quarter retro, and the weekly/biweekly tracking cadence. The framework synthesizes four sources: Wodtke's Radical Focus (Monday-commit / Friday-celebrate rhythm, one OKR per quarter), a product strategy cycle (explicit upstream strategy choices), Cagan's quarterly product strategy, and the RAD ritual (Reflect-Align-Decide) used inside each meeting.
Core Capabilities
- Pre-quarter homework -- strategy review, outcome candidate list, capacity assessment, and the 1-page kickoff brief
- Kickoff facilitation -- the 2-3hr RAD agenda that commits OKRs, roadmap, and capacity
- Weekly Wodtke rhythm -- Monday Commit, Friday Celebrate, biweekly KR confidence review
- Mid-quarter check-in -- carry / kill / pivot / escalate decisions at week 6
- Close retro -- 0.0-1.0 OKR scoring, learning extraction, and next-cycle seeding
Clarify First
Before running a phase, confirm these inputs. If any is unknown or vague, ASK — do not assume:
- Which phase — pre-quarter/kickoff vs mid-quarter check-in vs close retro (selects the agenda and artifacts produced)
- Position in the 13-week cycle — what week you're in (the carry/kill/pivot check belongs at ~week 6, the retro at week 13)
- Existing OKRs & strategy — the committed Objective and the annual strategy it serves (the kickoff commits OKRs; every Objective must trace to a vision pillar)
- Real team capacity — honest capacity after PTO/on-call (a stretch slate dressed as commitments is the #1 cadence failure)
Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact.
The Quarterly Cycle
Week -3 -1 0 1-5 6 7-12 13
| Pre-quarter | Kickoff | Mid-quarter | Close
| homework | (start) | check-in | retro
+-Strategy/Cagan--+-- Wodtke weekly Mon/Fri rhythm --+- Pre-quarter (weeks -3 to -1): run the homework and kickoff to commit OKRs and roadmap.
- Mid-quarter (~week 6): run the check-in to course-correct.
- Close (week 13): run the retro to extract learning before the next cycle.
When to Use
- Pre-quarter (2-3 weeks before start). Run the homework and kickoff to commit OKRs and roadmap.
- Mid-quarter (~week 6 of 13). Run the mid-quarter check-in to course-correct.
- Close-of-quarter (last week). Run the close retro to extract learning before next planning cycle.
- New PM joining mid-quarter. Understand where the team is in the cycle and what is expected when.
- Failing OKR cadence. Team has OKRs but no one references them by week 4 -- reset the ritual.
Show full SKILL.md (361 more words)Show less
References
Load the reference that matches the task -- keep this file lean and pull detail on demand:
- references/cycle-playbook.md -- the full operational playbook: pre-quarter homework + kickoff brief template, kickoff / mid-quarter / close agendas, the weekly Wodtke rhythm scripts, anti-patterns, artifacts-produced map, troubleshooting, and success criteria. Read this when running any phase of the cycle.
- references/quarterly-planning-guide.md -- the framework theory (Wodtke Radical Focus, Cagan product strategy, strategy cycle, RAD ritual) with a worked Reconcile Q3 example. Read this when you need the reasoning behind the rituals.
- references/red-flags.md -- 11 quarterly-planning anti-patterns (OKR theater, capacity in story points, stretch goals as committed slate) with symptoms and fixes. Read this when reviewing a quarter's plan or diagnosing a failing cadence.
Templates live in assets/: kickoff_agenda_template.md, mid_quarter_check_in_template.md, close_retro_template.md, quarterly_review_deck_outline.md.
Scope & Limitations
In scope: pre-quarter homework (strategy, outcomes, capacity); kickoff agenda; weekly Wodtke rhythm; biweekly KR confidence review; mid-quarter check-in; close retro; carry/kill/pivot framework; quarterly review deck outline.
Out of scope: writing individual OKRs (execution/brainstorm-okrs/); roadmap construction (execution/outcome-roadmap/); sprint-level planning (scrum-master/); multi-quarter / annual strategy (c-level-advisor/); performance management (career/); portfolio management (program-manager/).
Caveats: the cycle is the system -- skipping one ritual (especially the close retro) degrades the next quarter; OKRs are a tool for focus, not control (Wodtke argues one Objective per team per quarter); the skill assumes a 13-week quarter; it works best where the company has shared OKR practice.
Integration Points
| Integration | Direction | What Flows |
|---|---|---|
execution/brainstorm-okrs/ | Bidirectional | Quarterly cycle uses OKRs; OKR drafting is a kickoff sub-skill |
execution/outcome-roadmap/ | Bidirectional | Quarterly OKRs become Now-horizon roadmap; roadmap themes inform candidate outcomes |
execution/north-star-metric/ | Receives from | NSM is the long-term metric; quarterly KRs are short-term moves on it |
execution/product-vision/ | Receives from | Every Objective must trace to a vision pillar |
execution/dependency-map/ | Receives from | Pre-quarter dependency mapping prevents week-6 surprises |
execution/status-update-generator/ | Feeds into | Weekly Wodtke rhythm produces input for exec status updates |
execution/cycle-time-analyzer/ | Receives from | Flow metrics inform capacity assessment |
discovery/customer-interview-script/ | Receives from | Recent customer signal feeds the strategy review |
discovery/jtbd-workshop/ | Receives from | Top desired outcomes seed the outcome candidate list |
scrum-master/ | Feeds into | Quarterly OKRs cascade into sprint capacity planning |
senior-pm/ | Feeds into | Quarterly artifacts inform portfolio-level reporting |
career/pm-onboarding/ | Complementary | New PMs use this skill in their 30-60-90 plan to ramp on team cadence |
© borghei, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 8 other files (references, assets) in project-management/execution/quarterly-planning of borghei/Claude-Skills.
- SKILL.md
- assets/close_retro_template.md
- assets/kickoff_agenda_template.md
- assets/mid_quarter_check_in_template.md
- assets/quarterly_review_deck_outline.md
- examples/northwind-q4-planning-cycle.md
- references/cycle-playbook.md
- references/quarterly-planning-guide.md
- references/red-flags.md
Open the folder on GitHubat commit 4a698e8
Compare with similar skills
Quarterly Planning next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Quarterly Planning this skillborghei/Claude-Skills | 886 | — | ~1.8k | Automated safety check: Pass | MIT | |
| Product Strategistalirezarezvani/claude-skills | 28k | 2 repos | ~1.8k | Automated safety check: Pass | MIT | |
| Roadmap Planningrampstackco/claude-skills | 941 | — | ~2.7k | Automated safety check: Pass | MIT | |
| Roadmap Planningmanager-dot-dev/manager-skills | 114 | — | ~4.9k | Automated safety check: Pass | MIT | |
| SEO Roadmap Prioritizationhashgraph-online/awesome-codex-plugins | 1.3k | — | ~559 | Automated safety check: Pass | MIT | |
| Prioritizemenkesu/awesome-pm-skills | 433 | — | ~4.6k | Automated safety check: Pass | Custom licence |
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Related
Questions about Quarterly Planning
What does Quarterly Planning do?
Run the full quarterly planning cycle -- pre-quarter homework, kickoff, weekly Wodtke rhythm, mid-quarter check-in, and close retro -- using Radical Focus, Cagan strategy, and a fixed planning…. Quarterly Planning is an agent skill from borghei/Claude-Skills. Run the full quarterly planning cycle -- pre-quarter homework, kickoff, weekly Wodtke rhythm, mid-quarter check-in, and close retro -- using Radical Focus, Cagan strategy, and a fixed planning cadence around your OKRs.
When should I use Quarterly Planning?
Quarterly Planning fits situations like: tasks that involve Product roadmapping; tasks that involve OKRs and executive reporting.
How do I install Quarterly Planning in Claude Code?
Run `npx skills add borghei/Claude-Skills --skill quarterly-planning -a claude-code`. Or copy the skill folder (project-management/execution/quarterly-planning in borghei/Claude-Skills) into .claude/skills/quarterly-planning in your project. Claude Code loads it when a task matches its description.
How do I install Quarterly Planning in Codex?
Run `npx skills add borghei/Claude-Skills --skill quarterly-planning -a codex`. Or copy the skill folder (project-management/execution/quarterly-planning in borghei/Claude-Skills) into .agents/skills/quarterly-planning in your project. Codex loads it when a task matches its description.
Can I use Quarterly Planning in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add borghei/Claude-Skills --skill quarterly-planning -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/quarterly-planning, .gemini/skills/quarterly-planning, .github/skills/quarterly-planning and .opencode/skills/quarterly-planning in your project.
What does Quarterly Planning need to run?
SKILL.md names no scripts, command-line tools or credentials: Quarterly Planning is instructions for the agent only.
Does Quarterly Planning access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Quarterly Planning safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Quarterly Planning use?
Quarterly Planning is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Quarterly Planning use?
About 1.8k tokens (SKILL.md is roughly 7.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 10k tokens, read only when the agent opens those files.
What are the alternatives to Quarterly Planning?
Skills that share tags, products or a category with Quarterly Planning: Product Strategist (alirezarezvani/claude-skills, 28k stars), Roadmap Planning (rampstackco/claude-skills, 941 stars), Roadmap Planning (manager-dot-dev/manager-skills, 114 stars) and SEO Roadmap Prioritization (hashgraph-online/awesome-codex-plugins, 1.3k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Quarterly Planning?
borghei (a GitHub user) maintains it in borghei/Claude-Skills, which has 886 GitHub stars. The repository holds 354 skills in this directory. The repository was last updated on October 7, 2026.
Source: borghei/Claude-Skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.