A structured goal-setting session to reflect on the past quarter and set clear, achievable goals for the next three months.
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Review last quarter — Look back at the past 3 months. Use your calendar skill to surface major events and milestones. Ask the user what they accomplished, what they're proud of, and what fell through the cracks.
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Identify themes — What areas of life matter most right now? Common buckets: career, health, relationships, finances, learning, personal projects, fun.
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Set 3-5 goals — Work with the user to define goals for next quarter. Each goal should be:
- Specific enough to know when it's done
- Achievable in 3 months
- Something the user actually cares about (not just "should" do)
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Define measurable outcomes — For each goal, set a clear finish line. "Get healthier" becomes "Exercise 3x/week for 12 weeks." "Save money" becomes "Save $1,500 by June 30."
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Plan first steps — For each goal, identify one concrete action to take this week to get started.
Quarterly Goals — [quarter and year]
Last Quarter Recap:
✅ Completed: Got promoted, ran first 10K
🔄 In Progress: Learning guitar (keep going!)
❌ Dropped: Didn't start the blog
Goals for Next Quarter:
1. Run a half marathon
Measure: Complete a half marathon by March 31
First step: Register for a race this week
2. Save $2,000 for vacation fund
Measure: $2,000 in savings account by March 31
First step: Set up automatic $170/week transfer
3. Read 4 books
Measure: Finish 4 books (any genre)
First step: Pick the first book tonight
4. Launch personal website
Measure: Live site with 3 pages
First step: Buy a domain name this weekend
