goals

Goals Review

Check-in and update goal notes across quarterly, monthly, and weekly 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, use it. Otherwise ask via AskUserQuestion:

"Which goals review would you like?"

• Quarterly
• Monthly
• Weekly

Step 2 — Load Context (run in parallel)

# 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

Weekly Review

Read this week's note:

obsidian read path="2 - Areas/Daily Ops/Weekly/M - Month YYYY/YYYY-Www.md"

Check: are this week's planned priorities covered by monthly goals? Identify any monthly goals with no weekly activity. Set next week's top 3 priorities.

Update the weekly note's "Next Week Focus" section.

Monthly Review

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 — objectives with less than expected progress given the month's position in the quarter.

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

Quarterly Review

Read the current quarterly note:

# Note: folder name uses "Quaterly" spelling — preserve exactly
QTR_PATH="2 - Areas/Goals/Quaterly/Quaterly Goals - QN YYYY.md"
obsidian read path="$QTR_PATH" 2>/dev/null

For a mid-quarter check-in: assess progress, flag at-risk objectives, 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:

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
• 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.

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.