--- name: goal-tracking description: Track progress toward 3-year, yearly, monthly, and weekly goals. Calculate completion percentages, surface stalled goals, connect daily tasks to objectives. Use for goal reviews and progress tracking. allowed-tools: Read, Grep, Glob, Edit, TaskCreate, TaskUpdate, TaskList, TaskGet model: sonnet --- # Goal Tracking Skill Track and manage the cascading goal system from long-term vision to daily tasks. ## Goal Hierarchy ``` Goals/0. Three Year Goals.md <- Vision (Life areas) ↓ Goals/1. Yearly Goals.md <- Annual objectives ↓ Projects/*/CLAUDE.md <- Active projects (bridge layer) ↓ Goals/2. Monthly Goals.md <- Current month focus ↓ Goals/3. Weekly Review.md <- Weekly planning ↓ Daily Notes/*.md <- Daily tasks and actions ``` ## Goal File Formats ### Three Year Goals ```markdown ## Life Areas - Career: [Vision statement] - Health: [Vision statement] - Relationships: [Vision statement] - Financial: [Vision statement] - Learning: [Vision statement] - Personal: [Vision statement] ``` ### Yearly Goals ```markdown ## 2024 Goals - [ ] Goal 1 (XX% complete) - [ ] Goal 2 (XX% complete) - [x] Goal 3 (100% complete) ``` ### Monthly Goals ```markdown ## This Month's Focus 1. **Primary:** [Main focus] 2. **Secondary:** [Supporting goal] 3. **Stretch:** [If time permits] ### Key Results - [ ] Measurable outcome 1 - [ ] Measurable outcome 2 ``` ## Progress Calculation ### Checklist-Based Goals ``` Progress = (Completed checkboxes / Total checkboxes) * 100 ``` ### Metric-Based Goals ``` Progress = (Current value / Target value) * 100 ``` ### Time-Based Goals ``` Progress = (Days elapsed / Total days) * 100 ``` ## Common Operations ### View Goal Progress 1. Read all goal files 2. Parse checkbox completion rates 3. Calculate overall and per-goal progress 4. Identify stalled or at-risk goals ### Update Goal Status 1. Find goal in appropriate file 2. Update checkbox or percentage 3. Add date stamp for significant milestones 4. Update related weekly review ### Connect Task to Goal When adding tasks to daily notes: 1. Identify which goal the task supports 2. Add goal reference: `Supports: [[1. Yearly Goals#Goal Name]]` 3. Use appropriate priority tag ### Surface Stalled Goals 1. Check last activity date for each goal 2. Flag goals with no progress in 14+ days 3. Suggest actions to restart momentum ## Project-Aware Progress ### Project Integration When calculating goal progress, include project data: 1. Scan `Projects/*/CLAUDE.md` for all active projects 2. Match projects to goals via their "Goal Link" / "Supports" field 3. Include project completion % in goal progress calculations 4. Surface which projects support each goal ### Orphan Goal Detection Flag goals that have no active project supporting them: - A goal with 0 linked projects may need a project created (`/project new`) - A goal with only completed/archived projects may need a new initiative ## Progress Report Format ```markdown ## Goal Progress Report ### Overall: XX% ### By Goal | Goal | Progress | Projects | Last Activity | Status | |------|----------|----------|---------------|--------| | Goal 1 | 75% | [[ProjectA]] (80%), [[ProjectB]] (60%) | 2 days ago | On Track | | Goal 2 | 30% | (none) | 14 days ago | Stalled | ### Project Status | Project | Goal | Progress | Phase | |---------|------|----------|-------| | [[ProjectA]] | Goal 1 | 80% | Active | | [[ProjectB]] | Goal 1 | 60% | Active | ### Orphan Goals (no active project) - Goal 2 — Consider `/project new` to create a supporting project ### This Week's Contributions - [Task] -> [[Goal 1]] via [[ProjectA]] - [Task] -> [[Goal 2]] ### Recommended Focus 1. [Stalled goal needs attention] 2. [Nearly complete goal - finish it] 3. [Orphan goal needs a project] ``` ## Task-Based Progress Tracking The goal tracking skill uses session tasks when generating comprehensive progress reports. ### Progress Report Tasks Create tasks at skill start: ``` TaskCreate: subject: "Read three-year goals" description: "Load vision statements from Goals/0. Three Year Goals.md" activeForm: "Reading three-year goals..." TaskCreate: subject: "Read yearly goals" description: "Load annual objectives from Goals/1. Yearly Goals.md" activeForm: "Reading yearly goals..." TaskCreate: subject: "Read monthly goals" description: "Load current month focus from Goals/2. Monthly Goals.md" activeForm: "Reading monthly goals..." TaskCreate: subject: "Scan recent daily notes" description: "Find task completions and goal contributions from past week" activeForm: "Scanning recent daily notes..." TaskCreate: subject: "Calculate completion percentages" description: "Compute progress for each goal based on checkboxes and metrics" activeForm: "Calculating completion percentages..." TaskCreate: subject: "Identify stalled goals" description: "Flag goals with no progress in 14+ days" activeForm: "Identifying stalled goals..." ``` ### Dependencies Goal file reads can run in parallel, but analysis depends on having all data: ``` TaskUpdate: "Scan recent daily notes", addBlockedBy: [read-monthly-goals-id] TaskUpdate: "Calculate completion percentages", addBlockedBy: [scan-recent-daily-notes-id] TaskUpdate: "Identify stalled goals", addBlockedBy: [calculate-completion-percentages-id] ``` Mark each task `in_progress` when starting, `completed` when done using TaskUpdate. Task tools are session-scoped and don't persist—your actual goal progress is tracked through markdown checkboxes and percentages in your goal files. ## Integration Points - `/weekly` review: Full progress assessment with project rollup - `/daily` planning: Surface relevant goals and project next-actions - `/monthly` review: Adjust goals as needed, check quarterly milestones - `/project status`: Project completion feeds goal calculations - Quarterly review: Cascade from 3-year vision