# Goals

> Obsidian goals review for quarterly or monthly goal notes. Use when the user asks to review goals, run an OKR check-in, update goals, set monthly or quarterly goals, check whether goals are on track, or runs /goals.

- Skill: `kriscard/goals` (Agent Skill)
- Install (CLI): `npx skillmds@latest add kriscard/goals`
- Raw SKILL.md: https://api.skillmd.com/api/skills/kriscard/goals/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Product & Planning
- Author: kriscard (https://skillmd.com/u/kriscard)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/kriscard/goals

---


# Goals Review

Check-in and update goal notes across quarterly and monthly levels. Goal reviews only matter if they
connect to action — this skill always ends with concrete next steps, not just status updates.

## Ask, Don't Assume

Shared principle (canonical version in the `vault` skill): never guess, deduce, or fill gaps with
assumptions about the user's notes, priorities, or intent. If you don't know — a date range, what
counts as a win, which goals are active — **ask**. Before writing any synthesis or judgment into a
note, show your draft with its source and get explicit confirmation. Missing data is not permission
to invent.

## Step 1 — Determine Review Level

If `$ARGUMENTS` is provided, validate it against `quarterly` or `monthly`. If it is missing or
anything else, ask via `AskUserQuestion`:

> "Which goals review would you like?"
>
> - Quarterly
> - Monthly

Weekly execution and weekly-to-monthly alignment belong to the `weekly` skill. It owns weekly note
creation, lane closure, and next-week preparation, and already loads active monthly and quarterly
goals. If the user asks for a weekly goals review, route to `weekly` instead of continuing here.

## Step 2 — Load Context (run in parallel)

```bash
# OKR dashboard
obsidian base:query path="2 - Areas/Goals/OKR Dashboard.base" format=json 2>/dev/null

# Active projects (goal alignment check)
obsidian files folder="1 - Projects/" format=json
```

## Step 3 — Level-Specific Workflow

### Monthly Review

```bash
MONTHLY="2 - Areas/Goals/Monthly/M - $(date +'%B %Y').md"
obsidian read path="$MONTHLY" 2>/dev/null || \
  obsidian create path="$MONTHLY" template="Monthly Goals"
```

Check quarterly progress: which quarterly objectives is this month advancing? Flag at-risk goals
only when source-bound evidence exists: a missed milestone, elapsed due date, explicit blocker, or
user-confirmed concern. Otherwise frame it as a question to verify.

Update with: progress status per goal, adjustments, and next month's focus.

### Quarterly Review

Read the current quarterly note:

```bash
# Note: folder and file use "Quaterly" spelling — preserve exactly.
# Derive Q<N> and YYYY from the review date.
QTR_PATH="2 - Areas/Goals/Quaterly/Quaterly Goals - Q<N> YYYY.md"
obsidian read path="$QTR_PATH" 2>/dev/null
```

For a **mid-quarter check-in**: assess progress, flag at-risk objectives only from missed milestones,
elapsed due dates, explicit blockers, or user-confirmed concerns, and surface blockers.

For a **quarter wrap + new quarter**: review previous quarter outcomes (hit / partial / missed),
extract learnings, then set new quarterly objectives broken into monthly milestones.

Ask via `AskUserQuestion`: "Is this a check-in or quarter transition?"

For new quarter setup, create the new quarterly note:

```bash
obsidian create path="2 - Areas/Goals/Quaterly/Quaterly Goals - Q<N> YYYY.md" \
  template="Quarterly Goals"
```

## Step 4 — Update the Goal Note

Update the relevant note with:

- Progress status per objective, with source evidence
- Adjustments to goals (if circumstances changed)
- Next actions tied to each objective

The CLI has no `patch`. If the update can append to the note, use `obsidian append`. If it must
change a specific section, ask the user: MCP `obsidian_patch_content` (heading-targeted) or `read` +
`create ... overwrite`. Always show a preview before writing and wait for explicit approval.

## Gotchas

- The quarterly folder is `Quaterly` (not "Quarterly") — this is a known vault typo. Match it
  exactly or file creation will break.
- Don't create a new quarterly note mid-quarter — read the existing one.
- Don't mark a goal "missed" without asking if it should be adjusted instead. Goals can be refined;
  they shouldn't just silently fail.