# now-quarterly-planning

> Manages quarterly goals in the NOW system. View and track big-picture quarterly goals with outcomes, success metrics, and status. Triggers on: quarterly goals, my goals, Q1 goals, Q2 goals, what are my goals, goal progress, OKRs.

- Author: Ravindra Barthwal
- Repository: ravindrabarthwal/life
- Version: 20260201123150
- Stars: 0
- Forks: 0
- Last Updated: 2026-02-06
- Source: https://github.com/ravindrabarthwal/life
- Web: https://mule.run/skillshub/@@ravindrabarthwal/life~now-quarterly-planning:20260201123150

---

---
name: now-quarterly-planning
description: "Manages quarterly goals in the NOW system. View and track big-picture quarterly goals with outcomes, success metrics, and status. Triggers on: quarterly goals, my goals, Q1 goals, Q2 goals, what are my goals, goal progress, OKRs."
---

# NOW Quarterly Planning

Manages quarterly goal operations in the NOW task management system.

---

## ⚠️ CRITICAL NOTES

### 1. Domain Flag Position
The `-d` flag **MUST come BEFORE** the subcommand:
```bash
# ✅ Correct
./tools/now/bin/now -d work api quarterly

# ❌ Wrong - will not work!
./tools/now/bin/now api quarterly -d work
```

### 2. Read-Only API
There is **NO API for directly modifying** quarterly goals. To add/edit:
- Use the CLI to open the file: `./tools/now/bin/now -d work quarter`
- Or edit the markdown file directly at: `{domain}/planning/quarters/{YYYY}-Q{N}.md`
- The API only provides **read-only access** via `api quarterly`

---

## CLI Location

All commands use: `./tools/now/bin/now`

## Quick Reference

| Action | Command |
|--------|---------|
| View quarterly goals | `./tools/now/bin/now -d work api quarterly` |
| View both domains | `./tools/now/bin/now api quarterly --combined` |
| Open quarterly file | `./tools/now/bin/now -d work quarter` |
| Show quarterly goals | `./tools/now/bin/now quarter --show` |

---

## View Quarterly Goals

```bash
# CLI (shows both domains)
./tools/now/bin/now quarter --show

# JSON API (single domain)
./tools/now/bin/now -d work api quarterly

# JSON API (both domains)
./tools/now/bin/now api quarterly --combined

# JSON API (specific quarter)
./tools/now/bin/now -d work api quarterly --date 2026-02-15
```

## Open Quarterly File in Editor

```bash
./tools/now/bin/now -d work quarter
```

---

## Quarterly File Location

`{domain}/planning/quarters/{YYYY}-Q{N}.md`

Example: `work/planning/quarters/2026-Q1.md`

---

## Planning Hierarchy

```
Quarterly Goals (3 big goals)  ← This skill (TOP LEVEL)
    ↓
Monthly Focus Areas (3 focus areas + milestones)
    ↓
Weekly Outcomes (3 key outcomes)
    ↓
Daily Tasks (Critical + Regular + Carried)
```

Quarterly goals are the **highest level** of planning. Everything else flows down from them.

---

## Goal Structure

Each quarterly goal has:

1. **Outcome** - What you want to achieve
2. **Success Metric** - How you'll measure success
3. **Status** - Current status (`Not Started`, `In Progress`, `Done`)

Goal IDs are auto-generated: `{quarter}-G{N}` (e.g., `2026-Q1-G1`)

---

## Goal Status Values

| Status | Description |
|--------|-------------|
| `Not Started` | Haven't begun work on this goal |
| `In Progress` | Actively working on this goal |
| `Done` | Goal achieved |

---

## Common Workflows

### When user asks "What are my goals?"

```bash
./tools/now/bin/now -d work api quarterly
```

### When user asks "Show me all my goals"

```bash
./tools/now/bin/now api quarterly --combined
```

### When user wants to update goals

```bash
# Open the file to edit directly
./tools/now/bin/now -d work quarter
```

### Linking Tasks to Goals

When adding tasks, link them to goals using the `-g` flag:

```bash
./tools/now/bin/now -d work add "Work on KPI" -g 2026-Q1-G1
```

---

## API Response Format

All `api` commands return JSON:

```json
{
  "success": true,
  "data": { /* response data */ }
}
```

On error:

```json
{
  "success": false,
  "error": "Error message"
}
```