# Goals & Objectives Template (OKR Format) # Save to: ~/.claude-assistant/config/goals.yaml # # Used by: /checkin (goal alignment, stalled-goal detection, writing hours) # /morning-brief (goal alignment, research nudges) # /goals-review (progress tracking, evidence gathering) # # MIGRATION NOTE: This template uses weighted OKR format with progress scores. # If upgrading from the simpler flat format (goals.professional, goals.system, etc.), # restructure your goals into weighted objectives with measurable key results. meta: quarter: "Q1-2026" # Current planning quarter push_level: moderate # How aggressively Claude nudges about priorities: # gentle — show priorities, no nudging # moderate — surface at-risk goals, suggest focus blocks # assertive — flag calendar misalignment, challenge time allocation next_review: "2026-03-15" # When to run /goals-review next objectives: # --- Example Objective 1 --- - id: research-output name: "Research Output" weight: 0.30 # Weights across all objectives should sum to 1.0 status: active # active | paused | dormant key_results: - id: paper-submissions description: "Submit 2 papers to journals this quarter" progress: 0.0 # 0.0 (not started) to 1.0 (complete) at_risk: false # Set true when behind expected pace notes: "" - id: writing-hours description: "Average 6+ hours/week of dedicated writing time" progress: 0.0 at_risk: false notes: "" # /checkin uses this key_result for writing-hours tracking. # It looks for free blocks >= 45 min and compares to 1.0 hr/day target. # --- Example Objective 2 --- - id: grant-management name: "Grant Management" weight: 0.25 status: active key_results: - id: proposal-pipeline description: "Submit 3 grant proposals" progress: 0.0 at_risk: false notes: "" - id: report-deadlines description: "All progress reports submitted on time" progress: 0.0 at_risk: false notes: "" # Add more objectives as needed. Common categories: # - Team Effectiveness (RA management, delegation, onboarding) # - Teaching & Advising (courses, student supervision) # - System Building (AI tools, workflows, automation) # # Tips: # - 3-5 objectives is a good range. More becomes hard to track. # - Weights should reflect actual priority, not aspiration. # - Set status: dormant for objectives not active this quarter. # - Mark at_risk: true when a key_result falls behind expected pace. upcoming_deadlines: - date: "2026-03-15" description: "Example: Grant report due to Foundation X" objective: grant-management - date: "2026-03-31" description: "Example: Paper revision due to Journal Y" objective: research-output # Add your real deadlines here. /goals-review surfaces these # in the dashboard view and /checkin references them for priorities.