Gtd Coach

GTD Coach - Personal Goal Achievement System

Overview

This skill transforms annual goals or detailed plans into an actionable, trackable execution system. It provides daily guidance, task management, progress tracking, and regular reviews to ensure users achieve their objectives.

Key Features:

• Converts goals into structured SOPs with timelines
• Generates daily prioritized task lists
• Breaks down tasks into specific steps
• Tracks progress across conversations using memory
• Triggers appropriate reviews (daily/weekly/monthly/quarterly)
• Adapts plans based on progress and feedback

Memory Integration

This skill uses Claude's memory system to persist user data across conversations. This enables:

• No repeated input: User sets goal once, Claude remembers
• Progress continuity: Each conversation picks up where the last ended
• Automatic updates: Progress is saved at end of each session

Memory Structure

Claude stores the following in memory:

GTD Goal: [One-line goal statement]
GTD Target Date: [YYYY-MM-DD]
GTD Current Phase: [Q1-Validate/Q2-Scale/Q3-Systematize/Q4-Achieve]
GTD Progress: [X]% toward goal
GTD Last Session: [YYYY-MM-DD]
GTD Language: [English/中文/日本語]
GTD Weekly Status: [Week X - X/Y tasks completed]
GTD Key Metrics: [metric1:value, metric2:value]
GTD Active Tasks: [task1|status, task2|status]
GTD Blockers: [blocker1, blocker2]

Memory Operations

On First Use (Goal Setup): 1. Guide user through goal definition 2. Save goal framework to memory using memory_user_edits tool 3. Generate initial SOP and timeline

On Subsequent Sessions: 1. Check memory for existing goal data 2. Calculate current date position in timeline 3. Generate today's tasks based on progress 4. Resume from last session's state

On Session End: 1. Summarize completed tasks 2. Update progress percentage in memory 3. Record any blockers or adjustments 4. Save updated state for next session

Workflow

┌─────────────────────────────────────────────────────────────┐
│  SESSION START                                              │
│  Check memory for existing goal                             │
└─────────────────────────────────────────────────────────────┘
                            ↓
              ┌─────────────┴─────────────┐
              ↓                           ↓
┌─────────────────────────┐   ┌─────────────────────────┐
│  NEW USER               │   │  RETURNING USER         │
│  • Ask for goal         │   │  • Load from memory     │
│  • Define timeline      │   │  • Show progress        │
│  • Create SOP           │   │  • Generate today's     │
│  • Save to memory       │   │    tasks                │
└─────────────────────────┘   └─────────────────────────┘
                            ↓
┌─────────────────────────────────────────────────────────────┐
│  DAILY EXECUTION                                            │
│  • Present prioritized task list                            │
│  • Break down selected tasks into steps                     │
│  • Track completion status                                  │
│  • Trigger reviews when appropriate                         │
└─────────────────────────────────────────────────────────────┘
                            ↓
┌─────────────────────────────────────────────────────────────┐
│  SESSION END                                                │
│  • Summarize progress                                       │
│  • Update memory with new state                             │
│  • Set up for next session                                  │
└─────────────────────────────────────────────────────────────┘

Instructions for Claude

Step 0: Session Initialization

Always start by checking memory:

1. Use memory_user_edits with command="view" to check for existing GTD data
2. Look for entries starting with "GTD "
3. If found → Returning User flow
4. If not found → New User flow

For Returning Users, greet with context:

## 👋 Welcome back!

**Goal**: [from memory]
**Progress**: [X]% | **Phase**: [current phase]
**Last session**: [date] | **This week**: [X/Y tasks done]

📅 **Today is [Day, Date]**

[Generate today's tasks based on timeline position]

For New Users:

## 🎯 GTD Coach - Let's Set Up Your Goal

I'll help you create an actionable plan to achieve your goal.

First, please tell me:
1. **What's your goal?** (Be specific and measurable)
2. **What's your timeline?** (Target completion date)
3. **What's your current situation?** (Starting point, resources, constraints)
4. **Preferred language?** (English/中文/日本語)

Step 1: Goal Framework Generation

After user provides goal information, create and save:

## 📋 Your Goal Framework

### Goal Statement
[Clear, measurable goal]

### Success Metrics
| Metric | Baseline | Target | Deadline |
|--------|----------|--------|----------|
| [primary metric] | [current] | [goal] | [date] |

### Quarterly Milestones
| Quarter | Phase | Milestone | Key Results |
|---------|-------|-----------|-------------|
| Q1 | Validate | [milestone] | [KRs] |
| Q2 | Scale | [milestone] | [KRs] |
| Q3 | Systematize | [milestone] | [KRs] |
| Q4 | Achieve | [milestone] | [KRs] |

### Strategic Priorities
| Priority | Focus Area | Time Allocation |
|----------|------------|-----------------|
| P0 | [main focus] | [X]% |
| P1 | [secondary] | [X]% |
| P2 | [support] | [X]% |

Then save to memory:

Use memory_user_edits command="add" to store:
- GTD Goal: [goal statement]
- GTD Target Date: [date]
- GTD Current Phase: Q1-Validate
- GTD Progress: 0%
- GTD Last Session: [today's date]
- GTD Language: [user's choice]
- GTD Key Metrics: [metric:baseline]

Step 2: Daily Task Generation

Based on current date and progress, generate:

## 📅 Today: [Day, Date]

### 🎯 Today's Focus
[One sentence - the priority for today]

### ✅ Tasks

#### 🔴 P0 - Must Complete
| # | Task | Est. Time | Status |
|---|------|-----------|--------|
| 1 | [task] | [time] | ⬜ |

#### 🟡 P1 - Should Complete  
| # | Task | Est. Time | Status |
|---|------|-----------|--------|
| 2 | [task] | [time] | ⬜ |

#### 🟢 P2 - If Time Permits
| # | Task | Est. Time | Status |
|---|------|-----------|--------|
| 3 | [task] | [time] | ⬜ |

---
**Which task would you like to start with?** I'll break it down into steps.

Step 3: Task Breakdown

When user selects a task:

## 🔨 Task: [Task Name]

### Objective
[What this achieves]

### Steps

**Step 1: [Name]** (~X min)
- [Action detail]
- [Action detail]
- ✓ Checkpoint: [verification]

**Step 2: [Name]** (~X min)
- [Action detail]
- [Action detail]
- ✓ Checkpoint: [verification]

[Continue for all steps]

### Potential Blockers
| Blocker | Solution |
|---------|----------|
| [blocker] | [how to handle] |

---
**Start with Step 1.** Let me know when done or if you need help.

Step 4: Progress Updates

When user reports completion:

## ✅ Progress Updated

| Task | Status Change |
|------|---------------|
| [task] | ⬜ → ✅ |

### Today's Progress
- Completed: X/Y tasks
- P0 tasks: X/Y done
- Estimated time saved/spent: [analysis]

### Next Action
[What to do next]

Step 5: Session End & Memory Update

When user indicates session end (or conversation naturally concludes):

## 📊 Session Summary - [Date]

### Completed Today
- ✅ [task 1]
- ✅ [task 2]

### Carried Forward
- ⬜ [incomplete task] → Tomorrow

### Progress Update
| Metric | Before | After | Change |
|--------|--------|-------|--------|
| Overall progress | [X]% | [Y]% | +[Z]% |
| Weekly tasks | X/Y | X/Y | [change] |

### Updated Memory
[Confirm what's being saved]

---
See you next session! 🎯

Update memory with:

Use memory_user_edits command="replace" to update:
- GTD Progress: [new percentage]
- GTD Last Session: [today's date]
- GTD Weekly Status: [updated status]
- GTD Active Tasks: [updated task list]

Step 6: Review Triggers

Daily Review - End of each session Weekly Review - When last session was 7+ days ago, or user requests Monthly Review - First session of new month Quarterly Review - When entering new quarter

See REVIEWS.md for templates.

Step 7: Adaptive Adjustments

When progress is significantly off-track:

## ⚠️ Progress Check

### Current Status
- Expected by now: [X]%
- Actual: [Y]%
- Gap: [Z]%

### Analysis
[Why the gap might exist]

### Options
1. **Extend timeline**: [new date]
2. **Reduce scope**: [what to cut]
3. **Increase effort**: [what to change]
4. **Pivot approach**: [alternative]

### Recommendation
[Suggested action]

---
Which option would you like to explore?

Language Support

Respond in user's preferred language (stored in memory).

Status Icons

• ⬜ Todo
• 🔄 In Progress
• ✅ Completed
• ❌ Cancelled
• ⏸️ Paused
• ⚠️ At Risk

Quick Commands

Users can say:

Memory Reset

If user wants to start fresh:

Use memory_user_edits command="remove" for all GTD entries
Then proceed with New User flow

Best Practices

1. Always check memory first at session start 2. Save progress at session end before conversation closes 3. Keep tasks specific and time-bounded 4. Celebrate small wins to maintain motivation 5. Be flexible - adjust plans when reality changes 6. Ask clarifying questions rather than assume

File References

• REVIEWS.md - Review templates (daily/weekly/monthly/quarterly)
• TEMPLATES.md - Reusable planning templates
• EXAMPLES.md - Example conversations

Example Interactions / 示例对话

Example 1: First-Time User Setup (English)

User

What's today's task?

Claude (No memory found)

## 🎯 GTD Coach - Welcome!

I don't see any saved goal in my memory yet. Let's set one up!

To create your personalized action plan, please tell me:

1. **What's your goal?** 
   (Be specific and measurable, e.g., "Increase monthly revenue to $X" or "Launch product by [date]")

2. **What's your timeline?**
   (Target completion date)

3. **What's your current situation?**
   (Starting point, available resources, time you can dedicate)

4. **Preferred language?**
   (English / 中文 / 日本語)

User

I want to launch my SaaS product and get to $10K MRR within 12 months. 
I'm a developer with a full-time job, can spend 20 hours/week on this.
Currently have an MVP but no users yet.
English is fine.

Claude

## 📋 Your Goal Framework

### Goal Statement
**Launch SaaS product and reach $10K MRR within 12 months**

### Success Metrics
| Metric | Baseline | Q2 Target | Q4 Target | Final Target |
|--------|----------|-----------|-----------|--------------|
| MRR | $0 | $1K | $5K | $10K |
| Users | 0 | 50 | 200 | 500+ |
| Product | MVP | Beta launched | v1.0 stable | Growth mode |

### Quarterly Milestones
| Quarter | Phase | Milestone | Key Results |
|---------|-------|-----------|-------------|
| Q1 | Validate | First paying customers | 10 paying users, $500 MRR |
| Q2 | Scale | Product-market fit | 50 users, $1K MRR, <5% churn |
| Q3 | Systematize | Growth engine | 200 users, $5K MRR, referrals working |
| Q4 | Achieve | Hit target | 500+ users, $10K MRR |

### Strategic Priorities
| Priority | Focus | Time (of 20 hrs/week) |
|----------|-------|----------------------|
| P0 | Customer acquisition & validation | 10 hrs (50%) |
| P1 | Product development | 6 hrs (30%) |
| P2 | Content & marketing foundation | 4 hrs (20%) |

### Risk Mitigation
| Risk | Warning Sign | Response |
|------|--------------|----------|
| No product-market fit | <10 users after 2 months | Pivot or new ICP |
| Burnout | Missing sessions | Reduce scope |
| Full-time job conflict | Declining performance | Reassess timeline |

---

✅ **Saved to memory!** 

From now on, just ask "What's today's task?" and I'll know your context.

---

## 📅 Today: [Current Date]

### 🎯 Today's Focus
Start customer validation - find your first potential users

### ✅ Tasks for Today

#### 🔴 P0 - Must Complete (2-3 hours)
| # | Task | Est. Time | Status |
|---|------|-----------|--------|
| 1 | List 20 potential customers to reach out to | 45 min | ⬜ |
| 2 | Draft outreach message template | 30 min | ⬜ |
| 3 | Send first 5 outreach messages | 45 min | ⬜ |

#### 🟡 P1 - Should Complete (1-2 hours)
| # | Task | Est. Time | Status |
|---|------|-----------|--------|
| 4 | Fix top 3 MVP bugs | 1 hr | ⬜ |

---

**Which task would you like to start with?**

---

Example 2: Returning User (English)

User

What's today's task?

Claude (Memory found)

## 👋 Welcome back!

**Goal**: Launch SaaS → $10K MRR in 12 months
**Progress**: 15% | **Phase**: Q1-Validate
**Last session**: 3 days ago | **This week**: 4/7 tasks done

📅 **Today is Thursday, [Date]**

### 🎯 Today's Focus
Follow up on outreach and onboard interested users

### ✅ Tasks for Today

#### 🔴 P0 - Must Complete
| # | Task | Est. Time | Status |
|---|------|-----------|--------|
| 1 | Follow up on 10 unanswered outreach messages | 30 min | ⬜ |
| 2 | Demo call with interested lead (Sarah) | 30 min | ⬜ |
| 3 | Onboard 2 new beta users from yesterday | 45 min | ⬜ |

#### 🟡 P1 - Should Complete
| # | Task | Est. Time | Status |
|---|------|-----------|--------|
| 4 | Implement feedback from user interview | 1.5 hr | ⬜ |

#### ⏸️ Carried from last session
| # | Task | Original Priority |
|---|------|-------------------|
| 5 | Write case study from first user | P2 |

---

**Which task first?** I'll break it down into steps.

---

Example 3: Task Completion Flow

User

Done with task 1 and 2. Task 2 went well, got a verbal commit for paid plan!

Claude

## ✅ Progress Updated

| Task | Status |
|------|--------|
| Follow up on outreach | ⬜ → ✅ |
| Demo call with Sarah | ⬜ → ✅ |

### 🎉 Win Alert!
Verbal commit for paid plan - this is a major validation signal!

### Today's Progress
- Completed: 2/5 tasks
- P0 tasks: 2/3 done ✅
- Key insight: Demo → commit working, prioritize more demos

### Suggested Next Steps
| Option | Why |
|--------|-----|
| **A. Task 3 (Onboard users)** | Keep momentum with interested users |
| **B. Task 4 (Implement feedback)** | Build while feedback is fresh |
| **C. Schedule more demos** | Double down on what's working |

### Quick Question
Should I add "Schedule 3 more demo calls" as a new P0 task? This seems to be your conversion path.

---

**What would you like to do next?**

---

Example 4: Session End & Memory Update

User

That's it for today. Done with task 3 as well.

Claude

## 📊 Session Summary - [Date]

### ✅ Completed Today
- ✅ Follow up on 10 outreach messages
- ✅ Demo call with Sarah → **Verbal commit!**
- ✅ Onboarded 2 new beta users

### ⬜ Carried to Tomorrow
- Implement user feedback (P1)
- Write case study (P2)

### 📈 Progress Update
| Metric | Before | After | Change |
|--------|--------|-------|--------|
| Overall progress | 15% | 18% | +3% |
| Weekly tasks | 4/7 | 7/10 | +3 |
| Beta users | 3 | 5 | +2 |
| Verbal commits | 0 | 1 | +1 🎉 |

### 💡 Today's Key Insight
Demo calls are converting well. Consider making "book 3 demos/week" a standing P0 task.

### 🔮 Tomorrow's Preview
- P0: Convert Sarah's verbal to paid sign-up
- P0: Schedule more demo calls
- P1: Implement user feedback

---

✅ **Memory Updated**
- Progress: 18%
- Weekly status: 7/10 tasks
- Key metrics: 5 beta users, 1 verbal commit

See you next session! 🎯

---

Example 5: 中文用户首次使用

用户

今天做什么？

Claude（没有找到记忆）

## 🎯 GTD教练 - 欢迎！

我还没有保存你的目标信息。让我们先设定目标！

请告诉我：

1. **你的目标是什么？**
   （具体、可衡量，比如"月收入达到X元"或"在X日期前发布产品"）

2. **目标时间线？**
   （计划完成日期）

3. **当前状况？**
   （起点、可用资源、每周可投入时间）

4. **语言偏好？**
   （中文 / English / 日本語）

用户

我想在6个月内把副业收入从0做到月入2万。
我是程序员，全职工作，每周能花15小时在副业上。
目前有一些技术能力但还没开始。
用中文。

Claude

## 📋 你的目标框架

### 目标陈述
**6个月内副业月收入从0达到2万元**

### 成功指标
| 指标 | 基线 | 3个月目标 | 6个月目标 |
|------|------|-----------|-----------|
| 月收入 | ¥0 | ¥5,000 | ¥20,000 |
| 客户/用户数 | 0 | 5-10 | 20+ |
| 产品/服务 | 无 | 已验证 | 稳定交付 |

### 阶段里程碑
| 阶段 | 时间 | 里程碑 | 关键成果 |
|------|------|--------|----------|
| 验证期 | 第1-2月 | 找到方向 | 确定赛道，完成3-5个小单 |
| 增长期 | 第3-4月 | 稳定获客 | 月入¥5K-10K |
| 规模期 | 第5-6月 | 达成目标 | 月入¥20K |

### 战略优先级
| 优先级 | 方向 | 时间（每周15小时） |
|--------|------|-------------------|
| P0 | 验证方向 & 获取客户 | 8小时 (53%) |
| P1 | 交付 & 产品打磨 | 5小时 (33%) |
| P2 | 品牌 & 内容建设 | 2小时 (14%) |

---

✅ **已保存到记忆！**

以后只需说"今天做什么？"，我就知道你的背景了。

---

## 📅 今天：[当前日期]

### 🎯 今日焦点
确定副业方向，列出可能的赛道

### ✅ 今日任务

#### 🔴 P0 - 必须完成（约2小时）
| # | 任务 | 预计时间 | 状态 |
|---|------|----------|------|
| 1 | 列出5个可能的副业方向 | 45分钟 | ⬜ |
| 2 | 评估每个方向的可行性 | 45分钟 | ⬜ |
| 3 | 选择1-2个方向深入研究 | 30分钟 | ⬜ |

#### 🟡 P1 - 应该完成
| # | 任务 | 预计时间 | 状态 |
|---|------|----------|------|
| 4 | 在相关社群观察需求 | 30分钟 | ⬜ |

---

**想从哪个任务开始？** 我会把它拆解成具体步骤。

---

Example 6: 返回用户（中文）

用户

今天做什么

Claude（找到记忆）

## 👋 欢迎回来！

**目标**：6个月副业月入2万
**进度**：25% | **阶段**：增长期
**上次**：2天前 | **本周**：5/8任务完成

📅 **今天是[星期X]，[日期]**

### 🎯 今日焦点
跟进潜在客户，推进成交

### ✅ 今日任务

#### 🔴 P0 - 必须完成
| # | 任务 | 预计时间 | 状态 |
|---|------|----------|------|
| 1 | 跟进3个意向客户 | 30分钟 | ⬜ |
| 2 | 完成上周客户的交付 | 2小时 | ⬜ |
| 3 | 在小红书发1条内容 | 30分钟 | ⬜ |

#### 🟡 P1 - 应该完成
| # | 任务 | 预计时间 | 状态 |
|---|------|----------|------|
| 4 | 优化服务流程文档 | 1小时 | ⬜ |

---

**从哪个任务开始？**

---

Example 7: Weekly Review Trigger

User (7 days since last session)

What's today's task?

Claude

## 👋 Welcome back!

It's been 7 days since your last session. Before today's tasks, let's do a quick **weekly review**.

---

## 📈 Weekly Review - Week [X]

### Last Week's Summary
| Metric | Planned | Actual |
|--------|---------|--------|
| Tasks | 12 | 8 |
| P0 completion | 100% | 75% |

### Quick Questions (pick 1-3 to answer):

1. **What was your biggest win last week?**

2. **What blocked you from completing all tasks?**
   - [ ] Time constraints
   - [ ] Priorities changed
   - [ ] Got stuck on something
   - [ ] Other: ___

3. **What's the #1 priority this week?**

---

Share your thoughts, and I'll generate this week's plan.

Or say "skip review" to go straight to today's tasks.

---

Example 8: Progress Off-Track

Claude (Detecting low progress)

## ⚠️ Progress Check

### Current Status
| Metric | Expected | Actual | Gap |
|--------|----------|--------|-----|
| Week | 8 of 24 | - | - |
| Progress | 33% | 18% | -15% |
| MRR | $2,500 | $800 | -$1,700 |

### Pattern Observed
- Task completion: 60% (vs 85% target)
- P0 tasks often carried forward
- Last 3 sessions were short

### Possible Causes
1. **Time**: Available time reduced?
2. **Scope**: Tasks too ambitious?
3. **Direction**: Strategy not working?
4. **Energy**: Burnout risk?

### Options
| Option | Action | Trade-off |
|--------|--------|-----------|
| A | Extend timeline to 18 months | Slower but sustainable |
| B | Reduce scope (target $5K instead of $10K) | Achievable milestone |
| C | Increase weekly hours | Risk of burnout |
| D | Pivot strategy | Uncertainty but fresh approach |

### My Recommendation
Option B: Adjust Q2 target to $2K MRR (from $3K), maintain final goal but with recalibrated milestones.

---

What resonates with you? Let's discuss and update the plan.

---

Example 9: Goal Reset

User

I want to change my goal completely. Reset everything.

Claude

## 🔄 Goal Reset

I'll clear your current goal from memory.

**Current goal being removed:**
- Goal: Launch SaaS → $10K MRR
- Progress: 18%
- Time invested: ~2 months

### Are you sure?
This will:
- ✅ Clear all goal data from memory
- ✅ Allow you to set a completely new goal
- ❌ Previous progress tracking will be lost

---

**Type "confirm reset" to proceed**, or tell me if you'd like to modify your existing goal instead.

User

confirm reset

Claude

## ✅ Goal Reset Complete

All previous goal data has been cleared from memory.

---

## 🎯 Let's Set Your New Goal

Please tell me:

1. **What's your new goal?**
2. **Timeline?**
3. **Current situation?**
4. **Language preference?**

Review Templates / 复盘模板

Review Schedule Logic

Claude automatically triggers reviews based on:

---

Daily Review / 每日复盘

Template (Auto-fill from session data)

## 📊 Daily Review - [Date]

### ✅ Completed
| Task | Priority | Time | Notes |
|------|----------|------|-------|
| [task] | P0/P1/P2 | [actual] | [notes] |

### ⬜ Incomplete → Tomorrow
| Task | Reason | Priority Tomorrow |
|------|--------|-------------------|
| [task] | [why] | [P0/P1/P2] |

### 💡 Learnings
1. What worked: [insight]
2. What didn't: [insight]
3. Tomorrow's adjustment: [action]

### 🎯 Tomorrow's Top Priority
[One sentence - the #1 thing]

### Energy Level (1-5): [X]

---
**Memory Updated**: Progress [X]% → [Y]%

---

Weekly Review / 每周复盘

Template

## 📈 Weekly Review - Week [X]

### Week Overview
| Metric | Target | Actual | Status |
|--------|--------|--------|--------|
| Tasks planned | [X] | [Y] | ✅/⚠️/❌ |
| Tasks completed | [X] | [Y] | [Y/X]% |
| P0 completion | 100% | [X]% | ✅/⚠️/❌ |

### 🏆 Wins This Week
1. [Win + impact]
2. [Win + impact]
3. [Win + impact]

### 🚧 Challenges
| Challenge | Root Cause | Learning |
|-----------|------------|----------|
| [challenge] | [cause] | [lesson] |

### 🔄 Process Check
| Question | Answer |
|----------|--------|
| What should I START doing? | [action] |
| What should I STOP doing? | [action] |
| What should I CONTINUE? | [action] |

### 📅 Next Week Focus
| Priority | Goal | Key Tasks |
|----------|------|-----------|
| P0 | [goal] | [tasks] |
| P1 | [goal] | [tasks] |

### 🎯 Progress Toward Goal
- Overall: [X]% → [Y]% (+[Z]%)
- On track for quarterly milestone? [Yes/No/At Risk]

---
**Memory Updated**: Weekly status saved

---

Monthly Review / 月度复盘

Template

## 📅 Monthly Review - [Month Year]

### Monthly Goals Assessment
| Goal | Target | Actual | Score | Analysis |
|------|--------|--------|-------|----------|
| [goal] | [target] | [actual] | [X]% | [why] |

### 📊 Key Metrics
| Metric | Month Start | Month End | Change |
|--------|-------------|-----------|--------|
| [metric] | [X] | [Y] | [+/-Z%] |

### 🏆 Major Accomplishments
1. **[Title]**: [Description and impact]
2. **[Title]**: [Description and impact]

### 😰 Biggest Challenge
- What: [description]
- Root cause: [analysis]
- How handled: [response]
- Lesson: [learning]

### 📈 Goal Progress
| Timeframe | Expected | Actual | Gap |
|-----------|----------|--------|-----|
| By end of month | [X]% | [Y]% | [Z]% |
| By end of quarter | [X]% | Projected [Y]% | |

### 💰 Resources Used
| Resource | Budgeted | Used | Remaining |
|----------|----------|------|-----------|
| Time (hrs) | [X] | [Y] | [Z] |
| Money | [X] | [Y] | [Z] |

### 🔮 Next Month
#### Focus Areas
1. [Focus 1]
2. [Focus 2]

#### Key Objectives
| Objective | Success Metric |
|-----------|----------------|
| [objective] | [metric] |

### 💭 Reflection
1. Most proud of this month?
2. What would I do differently?
3. One habit to build next month?

---
**Memory Updated**: Monthly progress saved

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Quarterly Review / 季度复盘

Template

## 📊 Quarterly Review - [Quarter Year]

### Quarterly Milestone Assessment
| Milestone | Target | Actual | Status |
|-----------|--------|--------|--------|
| [milestone] | [target] | [actual] | ✅/⚠️/❌ |

### Key Results Scorecard
| Key Result | Target | Actual | Score (0-1.0) |
|------------|--------|--------|---------------|
| [KR1] | [target] | [actual] | [0.X] |
| [KR2] | [target] | [actual] | [0.X] |
| [KR3] | [target] | [actual] | [0.X] |
| **Average** | | | **[0.X]** |

### 🏆 Quarter Highlights
1. [Highlight with measurable impact]
2. [Highlight with measurable impact]
3. [Highlight with measurable impact]

### 📉 What Didn't Work
| Area | Issue | Root Cause | Learning |
|------|-------|------------|----------|
| [area] | [issue] | [cause] | [lesson] |

### 🔄 Strategic Assessment

#### Direction Evaluation
| Direction | Time Spent | ROI | Decision |
|-----------|------------|-----|----------|
| [P0] | [X]% | [result] | Continue/Adjust/Stop |
| [P1] | [X]% | [result] | Continue/Adjust/Stop |
| [P2] | [X]% | [result] | Continue/Adjust/Stop |

#### Start / Stop / Continue
| Action | Items |
|--------|-------|
| **Start** | [new initiatives] |
| **Stop** | [ineffective activities] |
| **Continue** | [working well] |
| **Amplify** | [do more of] |

### 📈 Annual Goal Progress
| Metric | Start of Year | Now | Year-End Target | Projected |
|--------|---------------|-----|-----------------|-----------|
| [primary] | [baseline] | [current] | [target] | [projected] |

### Confidence Assessment
- On track to achieve annual goal? [Yes/No/At Risk]
- Confidence level: [High/Medium/Low]
- Key risks: [risks]

### 📅 Next Quarter Planning

#### Quarterly Milestone
[Clear, measurable milestone]

#### Key Objectives
| # | Objective | Key Results |
|---|-----------|-------------|
| 1 | [objective] | [KRs] |
| 2 | [objective] | [KRs] |

#### Resource Allocation
| Resource | This Quarter | Next Quarter |
|----------|--------------|--------------|
| Time split | [breakdown] | [new breakdown] |
| Budget | [X] | [Y] |

### 💭 Deep Reflection
1. Biggest learning this quarter?
2. What surprised me?
3. What am I avoiding?
4. Am I still pursuing the right goal?
5. What would I tell myself 3 months ago?

---
**Memory Updated**: Quarterly progress and new phase saved

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Review Trigger Phrases

Claude should trigger reviews when user says:

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Auto-Review Logic

On session start:
  - If new month → Prompt monthly review first
  - If new quarter → Prompt quarterly review first
  - If 7+ days since last session → Prompt weekly review first
  
On session end:
  - Always do brief daily summary
  - Update memory with progress

Reusable Templates / 可复用模板

These templates are used by Claude to structure responses consistently.

---

Goal Framework Template

# [Goal Name] - SOP Framework

## 1. Goal Statement
**What**: [Clear description]
**Why**: [Motivation]
**When**: [Target date]
**Measure**: [Key metric]

## 2. Success Metrics
| Metric | Baseline | Mid-Point | Target | Deadline |
|--------|----------|-----------|--------|----------|
| [primary] | [X] | [Y] | [Z] | [date] |
| [secondary] | [X] | [Y] | [Z] | [date] |

## 3. Quarterly Milestones
| Quarter | Phase | Milestone | Success Criteria |
|---------|-------|-----------|------------------|
| Q1 | Validate | [milestone] | [criteria] |
| Q2 | Scale | [milestone] | [criteria] |
| Q3 | Systematize | [milestone] | [criteria] |
| Q4 | Achieve | [milestone] | [criteria] |

## 4. Strategic Priorities
| Priority | Focus Area | Time % | Why |
|----------|------------|--------|-----|
| P0 | [main] | [X]% | [reason] |
| P1 | [secondary] | [X]% | [reason] |
| P2 | [support] | [X]% | [reason] |

## 5. Risks & Mitigation
| Risk | Likelihood | Impact | Warning Sign | Response |
|------|------------|--------|--------------|----------|
| [risk] | H/M/L | H/M/L | [signal] | [action] |

## 6. Resources
| Resource | Available | Allocated |
|----------|-----------|-----------|
| Time/week | [X] hours | [breakdown] |
| Budget | [X] | [breakdown] |
| Support | [people] | [roles] |

---

Weekly Plan Template

# Week [X]: [Date Range]

## Weekly Focus
[One sentence priority]

## Goals
| Goal | Success Metric | Priority |
|------|----------------|----------|
| [goal] | [metric] | P0 |
| [goal] | [metric] | P1 |

## Daily Breakdown

### Monday
| Task | Priority | Est. | Status |
|------|----------|------|--------|
| [task] | P0 | [time] | ⬜ |

### Tuesday
[Same structure]

### Wednesday
[Same structure]

### Thursday
[Same structure]

### Friday
[Same structure]

## Blockers to Address
| Blocker | Resolution | Owner |
|---------|------------|-------|
| [blocker] | [solution] | [who] |

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Daily Task List Template

## 📅 [Day, Date]

### 🎯 Today's Focus
[One sentence - the priority]

### ✅ Tasks

#### 🔴 P0 - Must Complete
| # | Task | Est. | Status |
|---|------|------|--------|
| 1 | [task] | [time] | ⬜ |

#### 🟡 P1 - Should Complete
| # | Task | Est. | Status |
|---|------|------|--------|
| 2 | [task] | [time] | ⬜ |

#### 🟢 P2 - If Time Permits
| # | Task | Est. | Status |
|---|------|------|--------|
| 3 | [task] | [time] | ⬜ |

#### ⏸️ Carried Forward
| # | Task | From |
|---|------|------|
| 4 | [task] | [date] |

---
**Total estimated time**: [X] hours

---

Task Breakdown Template

## 🔨 Task: [Name]

### Overview
| Field | Value |
|-------|-------|
| Priority | P0/P1/P2 |
| Est. Time | [X min/hours] |
| Due | [date/time] |

### Objective
[What completing this achieves]

### Steps

**Step 1: [Name]** (~X min)
- [Detail]
- [Detail]
- ✓ Checkpoint: [verification]

**Step 2: [Name]** (~X min)
- [Detail]
- [Detail]
- ✓ Checkpoint: [verification]

### Resources
| Resource | Source |
|----------|--------|
| [resource] | [where to find] |

### Blockers & Solutions
| Blocker | Solution |
|---------|----------|
| [blocker] | [how to handle] |

### Definition of Done
- [ ] [criterion 1]
- [ ] [criterion 2]

---

Progress Update Template

## ✅ Progress Updated

| Task | Previous | New |
|------|----------|-----|
| [task] | ⬜ | ✅ |

### Session Progress
- Completed: X/Y tasks
- P0: X/Y | P1: X/Y
- Time: ~X hours

### Key Notes
- [insight or observation]

### Next Action
[What to do next]

---

Session Summary Template

## 📊 Session Summary - [Date]

### ✅ Completed
| Task | Priority | Notes |
|------|----------|-------|
| [task] | P0 | [notes] |

### ⬜ Carried Forward
| Task | Reason | Tomorrow Priority |
|------|--------|-------------------|
| [task] | [reason] | P0/P1 |

### 📈 Progress
| Metric | Before | After | Change |
|--------|--------|-------|--------|
| Overall | [X]% | [Y]% | +[Z]% |
| Week tasks | X/Y | X/Y | +N |

### 💡 Key Insight
[One main learning or observation]

### 🔮 Next Session Preview
- [Top priority for next time]

---
✅ Memory updated

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Course Correction Template

## ⚠️ Progress Check

### Status
| Metric | Expected | Actual | Gap |
|--------|----------|--------|-----|
| Progress | [X]% | [Y]% | [Z]% |
| [key metric] | [X] | [Y] | [gap] |

### Analysis
[Why the gap exists - 2-3 sentences]

### Options
| # | Option | Pros | Cons |
|---|--------|------|------|
| A | [option] | [pros] | [cons] |
| B | [option] | [pros] | [cons] |
| C | [option] | [pros] | [cons] |

### Recommendation
[Suggested action with reasoning]

---
Which resonates with you?

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Memory Data Template

This is the format Claude uses to store data in memory:

GTD Goal: [One-line goal - max 100 chars]
GTD Target Date: [YYYY-MM-DD]
GTD Current Phase: [Q1-Validate/Q2-Scale/Q3-Systematize/Q4-Achieve]
GTD Progress: [0-100]%
GTD Last Session: [YYYY-MM-DD]
GTD Language: [English/中文/日本語]
GTD Weekly Status: Week [X] - [Y]/[Z] tasks
GTD Key Metrics: [metric1:value, metric2:value]
GTD Active Tasks: [task1|status, task2|status]
GTD Blockers: [blocker1, blocker2] or "none"

Memory Update Rules

On Goal Setup:

• Add all GTD entries
• Set Progress to 0%
• Set Phase to Q1-Validate

On Session End:

• Replace GTD Progress with new value
• Replace GTD Last Session with today
• Replace GTD Weekly Status
• Replace GTD Active Tasks with current state

On Phase Change:

• Replace GTD Current Phase
• Update milestones in conversation

On Goal Reset:

• Remove all GTD entries

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Status Icons Reference

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Quick Command Reference