Official skill · Management
Quarterly planning pack
Builds a quarterly plan: last quarter's review, real capacity, a ranked priority list with a cut line, dependencies, risks, and commitments vs stretch. Use it when quarterly planning is coming and requests exceed capacity.
AI skill
Have your AI build next quarter's plan
14 days free · No card needed
Works in Claude, ChatGPT, and coding agents. On Team and Business, the official skill in your pod updates itself when we improve it.
When to use it
- Quarterly planning is coming and requests exceed capacity
- Leadership wants to see what the team can commit to next quarter
What you give it
- Last quarter's goals and results
- Candidate work with sizes
- Team, time off, and recurring duties
What you get
A planning pack with capacity arithmetic, a ranked list with a cut line, a not-this-quarter list, dependencies, and risks.
How it works
- Review last quarter in 5 lines or fewer
- Calculate real capacity
- Rank every candidate in one list
- Draw the cut line
- Map dependencies
- List the top risks
- Write the summary
Example
What you give it
Data team Q2. 3 people (Ana, Ben, Chloe), 13 weeks. Ana off 2 weeks. Ben does on-call 1 week in 4. Last Q: goal 'self-serve dashboards for sales' — shipped 3 of 5. Candidates: finish sales dashboards (4 wks), churn model (8 wks), migrate to new warehouse (12 wks, IT says warehouse contract ends 30 June), finance reporting automation (7 wks), marketing attribution (6 wks).
What you get back (the start of it)
Data team — Q2 plan
Summary
We commit to the warehouse migration (contract ends 30 June), the remaining sales dashboards, and the finance reporting automation. The churn model is stretch and marketing attribution waits for Q3. We need IT to confirm the new warehouse access by 15 April.
Last quarter
| Goal | Result | Why |
|---|---|---|
| Self-serve dashboards for sales | partly: 3 of 5 shipped | [check: reason not given] |
The rest of this output, the full steps and the checks the AI runs before it answers are in your pod once you add the skill.
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Changelog
- v1.0.0 · · First release.
Sources
- Set Boundaries | Shape Up (read 2026-11-04)
- Google re:Work - Guides: Set goals with OKRs (read 2026-11-04)
- What Matters: What is an OKR? OKR Meaning, Definition & Examples (read 2026-11-04)