Quarter Rollover

VerifiedCaution

Execute the quarter-boundary ritual: roll project folders, archive finished work, grade the closing quarter's goals/OKRs, and draft new goals behind an approval gate. Trigger on command or when drift is detected.

Sby Skills Guide Bot
ProductivityIntermediate
8/6/2026
Claude Code
#quarterly-planning#okrs#goal-tracking#archiving#workspace-hygiene

Recommended for

Automated summary

Runs the quarter-boundary ritual: rolls quarter-scoped project folders, archives finished projects, grades the closing quarter's goals and OKRs, and drafts the next quarter's goals behind an approval gate.

Strengths

  • The `python3 tools/quarter_path.py --check` drift check doubles as a todo list and gives a clean no-op exit when there is nothing to do.
  • Enforces grading the closing quarter before rewriting goals, and hard-blocks writing new goals until the user approves them.
  • Grades from checkable evidence (shipped files, closed task rows, daily notes, financial numbers) instead of impressions, and flags missing evidence rather than guessing.
  • Archive-never-delete via `git mv`, with relative-link depth fixes and explicit exceptions for living documents, daily notes, and areas.

Limitations

  • Assumes an existing workspace layout (projects/, areas/, daily/, archive/, tools/quarter_path.py) plus the referenced `workflows/quarter_rollover.md` SOP, so it is not portable as-is.
  • Requires git and Python 3, and defers most of the procedure to the SOP, which must be read before acting.
  • The approval gate and evidence requirements mean it cannot fully automate goal-setting; it needs founder input.
When to use it

Use it at a quarter boundary, or when back-filling a late close, to shut one quarter and open the next across the whole workspace.

When not to use it

Don't use it for daily task triage (/triage-tasks) or a repository health check (/audit), or when the quarter_path tooling is missing from the repo.

Security analysis

Caution
Quality score89/100

The skill is not overtly malicious and explicitly avoids deletion or exfiltration, but it grants powerful local Bash/Edit/Write capabilities and relies on an external SOP that is not shown. That makes its effective behavior only partially auditable, so it warrants caution rather than safe.

Findings
  • •Declares Bash/Write/Edit and instructs running local Python plus git mv, enabling broad workspace file moves and edits.
  • •Delegates execution to an external authoritative workflows/quarter_rollover.md that is not included in SKILL.md, so the full instruction surface cannot be audited from the skill file alone.
  • •Archiving/moving project folders and editing README/GOALS files may occur without per-action confirmation; only the new-quarter GOALS write has an explicit approval gate.
  • •No network calls, secret access, obfuscated payloads, destructive deletion, or curl|sh patterns observed; archive uses git mv rather than delete.
How this analysis is made

Examples

Standard quarter close
/quarter-rollover — close out Q2 and set up Q3.
Grade before drafting
Roll the quarter: run quarter_path.py --check, grade last quarter's OKRs against evidence, then show me draft goals for the new quarter before writing anything.
Drift cleanup
tools/quarter_path.py --check reports drift — do the quarter rollover and archive the finished projects.

name: quarter-rollover description: Run the quarter-boundary ritual — roll the quarter-scoped project folders, archive finished projects, grade the closing quarter's GOALS/OKRs, and draft the new quarter's goals behind an approval gate. Trigger on /quarter-rollover, "quarter rollover", "roll the quarter", "close out Q2", "new quarter setup", or when tools/quarter_path.py --check reports drift. Distinct from /triage-tasks (daily gate) and /audit (repo health check). allowed-tools:

  • Bash
  • Read
  • Edit
  • Write
  • Glob
  • Grep model: opus

Quarter Rollover — skill entry point

You are running the quarter-rollover skill. It executes the SOP at workflows/quarter_rollover.md, which is authoritative — read it first and follow its seven steps. Do not duplicate its content here; consume it.

What this skill does

Closes one calendar quarter and opens the next across the whole workspace: project folders roll and go cold, finished work is archived, the closing quarter's goals and OKRs are graded against evidence, and the new quarter's goals are drafted for approval.

Start with python3 tools/quarter_path.py --check — its output is your todo list. If it exits 0 and projects/ has no dormant folders, say so and stop; there is nothing to invent.

Load-bearing rules (do not improvise)

  • Grade before you rewrite. Step 4 (grade the closing quarter) comes before Step 5 (write the new one). A quarter overwritten un-graded destroys the track record and quietly ratchets down ambition. If the user pushes to skip straight to new goals, say plainly what gets lost, then follow their call.
  • Step 5 is a hard approval gate. Draft the new quarter's goals from evidence and present them in chat. Do NOT write them into areas/personal/GOALS.md until the user approves or edits. Grading is evidence work you own; deciding what the next 90 days are for is a founder taste call you don't.
  • Grade from evidence, not vibes. Every verdict cites something checkable — a shipped file, a Closed task row, a daily/ note, a financial number. Docs drift optimistic and under-credit shipped work; check both directions and say when evidence is missing rather than guessing a grade.
  • Never hard-code a quarter path. Pipelines resolve their folder via python3 tools/quarter_path.py <slug>. If you find a literal projects/YYYY-QN-… in a workflow, skill, or agent file, that's a regression — fix it and mention it.
  • Archive, never delete. Closed project folders move to archive/YYYY/ with git mv. Fix relative-link depth after the move (one level deeper) and leave a closing pointer to the successor folder in the archived README.
  • Respect the exceptions. Living-document projects (files updated in place, not one-dated-file-per-run) do not roll even if their folder carries a legacy quarter prefix; daily notes never archive; areas never roll. See the SOP's Exceptions section before "fixing" any of them.

Arguments

Optional $ARGUMENTS: a quarter to close (e.g. 2026-Q2) when running late or back-filling. Default: close the quarter that just ended relative to today.

Start now

Read workflows/quarter_rollover.md, run python3 tools/quarter_path.py --check, and begin at Step 1.

From the file to a first result

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Claude Code
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OpenSkills

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