What does this skill do?

Skill’s Quarterly Strategic Planning creates a comprehensive 90-day plan based on an honest assessment of the previous quarter, the current state of the business, and the defined goals. It generates a simplified SWOT analysis, SMART objectives with concrete initiatives, a quarterly calendar broken down by month, and a monthly review protocol to keep the plan dynamic and aligned with reality.

Quarterly Assessment
Analyze what worked, what didn't, and actual revenue versus projected revenue before planning for the future.
90-Day SMART Goals
Define 3–5 specific, measurable goals with a maximum timeframe of 90 days and clear success criteria.
Priority Initiatives
For each objective, identify 2 or 3 specific initiatives, assigning responsibility and a deadline to each.
Monthly Review
Use a 10-question protocol that takes 30 minutes to assess progress and adjust the plan each month.

Usage examples

📊 Plan from Scratch
Create the quarterly strategic plan based on my assessment of the previous quarter and my goals for the next 90 days.
🔄 Readjusting Course After Turbulence
I've had a quarter full of uncertainty. Help me realign our strategy with a new quarterly plan.
🎯 Align tasks with goals
I need to align my daily tasks with the business's actual goals. Create a 90-day plan with specific initiatives.
📋 Monthly Review
Ask me the 10 questions from the monthly review protocol to assess the progress of my quarterly plan.

Features

Honest Preliminary Diagnosis Before planning, assess what worked, what didn't, outstanding issues, and actual revenue compared to the target.
Simplified SWOT Analysis Create a SWOT analysis focused on the next 90 days to identify strengths, weaknesses, opportunities, and threats.
SMART Goals with Initiatives Each goal includes 2–3 specific initiatives with assigned responsibilities and deadlines—not just wishes.
Quarterly Calendar by Month Break down the initiatives into Month 1, Month 2, and Month 3, with tracking milestones for each.
Monthly Review Protocol 10 questions designed to assess progress in 30 minutes and adjust the plan to reflect the reality of the business.

Frequently asked questions

No. The skill works only with Claude Code or Cowork. You just need to provide information about your diagnosis, current situation, and goals.
The skill recommends a 30-minute monthly review using the included 10-question protocol to adjust the plan to the reality of the business.
Yes. The prompt is specifically designed for individual entrepreneurs and small service-based businesses with fluctuating operations.
Yes. The prompt includes fields in square brackets that you should replace with your actual information, and you can adapt the sections to your specific context.
Quarterly Strategic Planning — 90-Day Plan with Claude AI

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