clotho-period-review

Period Review

Quarterly/half-year/annual ceremony. Deep retrospective analysis for business reviews, self-assessments, and performance reviews. You gather scope, launch the period-compiler agent for analysis, then collaborate extensively with the user on the narrative.

The workspace is set automatically. Use clotho_set_workspace if needed.

Step 1: What period?

Ask:

"What time period are we reviewing?"

• Q1 / Q2 / Q3 / Q4 (this year)
• H1 / H2 (this year)
• Full year
• Custom date range

Step 2: Which programs?

Query active programs:

clotho_list_entities(entity_type: "Program")

Ask:

"Which programs should this cover?"

1. All programs
2. [list each program for selection]

Step 3: Focus areas?

Ask:

"What should this review focus on?"

• Accomplishments — what was achieved
• Challenges — what was hard, what didn't work
• Growth — what was learned, how you developed
• All of the above (recommended for self-assessments)

Step 4: Context?

Ask:

"What's this review for?"

• QBR — quarterly business review for leadership
• Self-assessment — personal performance review
• Performance review — for manager/HR
• Stakeholder update — broader audience
• Personal reflection — just for you

This affects tone and framing. A QBR focuses on business outcomes. A self-assessment highlights personal contributions and growth.

Step 5: Launch agent

Launch the period-compiler agent with:

• Period date range
• Selected program IDs
• Focus areas
• Context/purpose

Step 6: Collaborative narrative

The period compiler returns a structured draft. This is NOT a "review and approve" — this is a collaboration. The user should actively shape the narrative.

Present each section and ask:

"Here's the Accomplishments section. Want to add, adjust, or reframe anything?"

Then:

"Here's the Decisions & Outcomes section. Any decisions where the outcome was different than expected?"

Then:

"Here's the Challenges section. Anything you'd frame differently?"

Step 7: Personal reflection

Ask:

"What would you do differently? Looking back on this period, any approaches you'd change?"

"What should next period focus on? Given where things stand, what are your top priorities going forward?"

Incorporate responses into the reflection.

Step 8: Finalize

Update the Reflection entity with the collaboratively refined content.

Sync: clotho_sync()

"Period review captured. This covers [period] across [N programs]."