Add /project and /monthly skills to complete the cascade chain from 3-year vision through daily tasks. Add agent memory, model hints, agent team workflows, and cascade context surfacing across all skills. New skills: - /project (new, status, archive) — bridge between goals and daily tasks - /monthly — roll up weekly reviews, check quarterly milestones Agent upgrades: - memory: project on all 4 agents for cross-session learning - Agent team workflow in /weekly for parallel reviews Skill enhancements: - /daily: cascade context surfacing (ONE Big Thing, project next-actions) - /weekly: project progress table, agent team coordination - /goal-tracking: project-aware progress, orphan goal detection - /onboard: auto-discover and summarize active projects - model: sonnet on goal-tracking, obsidian-vault-ops, push, onboard Infrastructure: - session-init.sh surfaces priorities, project count, review staleness - settings.json adds cp/mv permissions for project archiving Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
263 lines
6.5 KiB
Markdown
263 lines
6.5 KiB
Markdown
---
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name: weekly
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description: Facilitate weekly review process with reflection, goal alignment, and planning. Create review notes, analyze past week, plan next week. Use on Sundays or whenever doing weekly planning.
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allowed-tools: Read, Write, Edit, Glob, Grep, TaskCreate, TaskUpdate, TaskList, TaskGet
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user-invocable: true
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---
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# Weekly Review Skill
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Facilitates your weekly review process by creating a review note and guiding reflection on the past week while planning the next.
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## Usage
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Invoke with `/weekly` or ask Claude to help with your weekly review.
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```
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/weekly
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```
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## What This Skill Does
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1. **Creates Weekly Review Note**
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- Uses weekly review template
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- Names it with current week's date
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- Places in Goals folder
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2. **Guides Review Process**
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- Reviews last week's accomplishments
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- Identifies incomplete tasks
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- Plans upcoming week
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- Aligns with monthly goals
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3. **Automates Housekeeping**
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- Archives old daily notes
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- Updates project statuses
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- Cleans up completed tasks
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## Review Process Steps
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### Step 1: Reflection (10 minutes)
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- Review daily notes from past week
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- Identify wins and challenges
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- Capture lessons learned
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### Step 2: Goal Alignment + Project Rollup (10 minutes)
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- Check monthly goal progress
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- Adjust weekly priorities
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- Ensure alignment with yearly goals
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- Auto-scan `Projects/*/CLAUDE.md` for current status
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- Compile project progress table for the review note
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### Step 3: Planning (10 minutes)
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- Set ONE big thing for the week
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- Include project next-actions when planning week
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- Schedule important tasks
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- Block time for deep work
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## Interactive Prompts
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The skill guides you through:
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1. **"What were your top 3 wins this week?"**
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- Celebrates progress
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- Builds momentum
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- Documents achievements
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2. **"What were your main challenges?"**
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- Identifies obstacles
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- Plans solutions
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- Learns from difficulties
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3. **"What's your ONE big thing next week?"**
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- Forces prioritization
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- Creates focus
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- Drives meaningful progress
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## Weekly Review Checklist
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- [ ] Review all daily notes
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- [ ] Process inbox items
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- [ ] Update project statuses
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- [ ] Check upcoming calendar
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- [ ] Review monthly goals
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- [ ] Plan next week's priorities
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- [ ] Block time for important work
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- [ ] Clean digital workspace
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- [ ] Archive completed items
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- [ ] Commit changes to Git
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## Weekly Review Note Format
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```markdown
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# Weekly Review: YYYY-MM-DD
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## Last Week's Wins
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1.
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2.
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3.
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## Challenges & Lessons
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- Challenge:
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- Lesson:
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## Goal Progress
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### Monthly Goals
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- [ ] Goal 1 (XX%)
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- [ ] Goal 2 (XX%)
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### This Week's Contribution
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- [Task] -> [[Goal]]
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## Project Progress
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| Project | Phase | Progress | Next Action |
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|---------|-------|----------|-------------|
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| [[ProjectA]] | Active | 60% | [Next step] |
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| [[ProjectB]] | Planning | 10% | [Next step] |
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## Next Week Planning
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### ONE Big Thing
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>
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### Key Tasks
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- [ ]
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- [ ]
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- [ ]
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### Project Next-Actions
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- [ ] [ProjectA] - [specific next step]
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- [ ] [ProjectB] - [specific next step]
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### Time Blocks
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- Monday:
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- Tuesday:
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- Wednesday:
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- Thursday:
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- Friday:
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## Notes
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```
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## Automation Features
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### Auto-Archive
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Suggest moving daily notes older than 30 days to Archives.
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### Project Status Update
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For each active project:
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- Update completion percentage
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- Note blockers
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- Set next actions
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### Habit Tracking
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Calculate habit success rates from daily notes:
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- Count habit checkboxes
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- Show completion percentage
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- Identify patterns
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## Best Practices
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### Consistent Timing
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- Same day each week (Sunday recommended)
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- Same time if possible
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- Block calendar time
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- Treat as non-negotiable
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### Preparation
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- Clean inbox before review
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- Have calendar ready
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- Gather project updates
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- Review any feedback
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### Follow-through
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- Share highlights with team/family
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- Update external systems
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- Communicate changes
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- Celebrate wins
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## Task-Based Progress Tracking
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The weekly skill uses session tasks to show progress through the 3-phase review.
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### Phase Tasks
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Create tasks at skill start:
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```
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TaskCreate:
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subject: "Phase 1: Collect"
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description: "Gather daily notes from past week, extract wins and challenges"
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activeForm: "Collecting daily notes and extracting highlights..."
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TaskCreate:
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subject: "Phase 2: Reflect"
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description: "Calculate goal progress, analyze alignment gaps"
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activeForm: "Calculating goal progress and alignment..."
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TaskCreate:
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subject: "Phase 3: Plan"
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description: "Identify ONE Big Thing, plan daily focus areas for next week"
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activeForm: "Planning next week's focus..."
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```
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### Dependencies
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Phases must run in order:
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```
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TaskUpdate: "Phase 2: Reflect", addBlockedBy: [phase-1-collect-id]
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TaskUpdate: "Phase 3: Plan", addBlockedBy: [phase-2-reflect-id]
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```
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Reflect is blocked until Collect completes. Plan is blocked until Reflect completes. This provides visibility into the 30-minute review process.
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Mark each task `in_progress` when starting, `completed` when done using TaskUpdate.
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Task tools are session-scoped and don't persist between Claude sessions—your actual weekly review content is saved in the review note.
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## Agent Team Workflow (Optional)
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For a faster, more thorough weekly review, use agent teams to parallelize the collection phase:
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```
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Team Lead (coordinator)
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├── collector agent — Read all daily notes, extract wins/challenges/tasks
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├── goal-analyzer agent — Read goal files, calculate progress, find gaps
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└── project-scanner agent — Scan Projects/*/CLAUDE.md, get status updates
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```
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### How to Use
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When invoking `/weekly`, you can request the team-based approach:
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```
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/weekly
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"Use the team approach for a thorough review"
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```
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The team lead:
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1. Spawns three agents to work in parallel
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2. Collector reads daily notes and extracts highlights
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3. Goal-analyzer reads all goal files and calculates progress
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4. Project-scanner reads all project CLAUDE.md files for status
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5. Team lead synthesizes findings into the weekly review note
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This makes the review faster (parallel collection) and more thorough (dedicated analysis per area).
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### Vault Health Check (Ad-hoc)
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The weekly review can optionally include a vault health check using multiple agents:
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- **note-organizer**: Scan for broken links, orphan notes
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- **goal-aligner**: Check daily-to-goal alignment
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- **inbox-processor**: Check for unprocessed items
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Request with: "Include a vault health check in my weekly review"
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## Integration
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Works with:
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- `/daily` - Reviews daily notes from the week
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- `/monthly` - Weekly reviews feed monthly rollup
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- `/project` - Project status in review
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- `/push` - Commit after completing review
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- `/onboard` - Load context for informed review
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- Goal tracking skill - Progress calculations
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