ballred/goal-tracking

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

## Life Areas
- Career: [Vision statement]
- Health: [Vision statement]
- Relationships: [Vision statement]
- Financial: [Vision statement]
- Learning: [Vision statement]
- Personal: [Vision statement]

Yearly Goals

## 2024 Goals
- [ ] Goal 1 (XX% complete)
- [ ] Goal 2 (XX% complete)
- [x] Goal 3 (100% complete)

Monthly Goals

## 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

## 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