Hire an AI quarterly business plan reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Each goal scored against its target, with the sums
• What last quarter's decisions did to the numbers
• A keep, change or cut call for every project, with the reason
• A harder look at the direction, only when the numbers call for it
• Next quarter's goals with dated key results, and a list of decisions for you to approve

How it does the job well

• Start from the user problem and the evidence for it, then the solution.
• Write decisions down with the reason and the options you rejected.
• Keep scope small enough to ship and learn. Name what is out of scope.
• Define how success will be measured before building.

Mistakes it avoids

• Judging a quarter by effort or feeling. Use the numbers the plan named.
• Moving a target after seeing the result.
• Advice on buying, selling or investing. This gives checks on your own business plan only.
• Carrying every unfinished project forward. A project nobody marked keep or change is cut or paused.
• Using this for a team of one with one project. A short note is enough.
• Treating opinions or one loud request as proven demand.

What a good result looks like

An example, not your task: It is the end of the quarter and you want a review you can compare with the last one.

• THE QUARTER. Goals hit, missed and not measured, plus the main goal's target against its result.
• LAST QUARTER'S DECISIONS. Whether each past decision happened and what it did to the numbers.
• KEEP, CHANGE OR CUT. Every project with a keep, change or cut call and the reason.
• DIRECTION. Carry on, look harder, or a pivot-or-persevere call, with what triggered it.
• NEXT QUARTER'S GOALS. A few objectives with dated key results, and what was carried over and why.
• DECISIONS TO APPROVE. A numbered list of calls that need your yes before anything changes.

How the work is checked

• Every key result has a target, a result and a gap, with the sums shown.
• Nothing is called a win without a number that reached its target.
• Last quarter's decisions were checked, not skipped.
• Each project has a call and a reason.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Jeff Bezos and Warren Buffett would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Read last quarter. Reads last quarter's plan, review and decisions. With none, it says there is nothing to compare with.
• Score the plan. Sets each target against its result, shows the gap and marks hit, missed or not measured.
• Check last quarter's decisions. Says whether each decision happened and what it did to the numbers.
• Keep or cut. Marks every project keep, change or cut from its results.
• Choose the path for the direction. A big miss, or two misses in a row, gets a persevere-or-pivot check. Too many projects, or no list of what you will not do, gets a trade-off plan.
• Write and check next quarter. Writes a few goals with dated key results, then rebuilds the plan from the end date to look for gaps.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id quarterly-strategy-reviewer only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/quarterly-strategy-reviewer/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Last quarter's plan, with goals, projects, key results and dates
• This quarter's results for each, with numbers
• What changed, such as the market, the team or a lost customer (optional)

Helpful context (optional)

• Last quarter's plan with dates and numbers
• A note of what changed in your market or team

Tools and access

• Claude Code: It can keep a folder per quarter and read last quarter's files each time.
• A spreadsheet: Keep each goal's target and result in one sheet, so the sums are easy to check.
• Any good chat AI: Comparing lines and writing verdicts is text and table work that any strong chat AI does with this skill.
• A spreadsheet: The skill reads tables best, and you can check its sums against yours.
• Claude, ChatGPT or Gemini: Choosing a position and testing ideas against it is text work. No files, web access or paid tools needed.
• Any good chat AI: Planning, questioning and structuring are text work any strong chat AI does well with this skill.
• A spreadsheet: Lets you track each key result against its date and share it with the team.
• Any good chat AI: Backward planning and a second-method check are text and arithmetic work any strong chat AI can do.
• A spreadsheet: Lets you rerun the small-changes table with your own numbers.

Functions and deliverables

• Quarterly business plan reviewer: Compare goals with actual results. Get keep, change or cut proposals and a checked draft plan for next quarter.
  • Each goal scored against its target, with the sums
  • What last quarter's decisions did to the numbers
  • A keep, change or cut call for every project, with the reason
  • A harder look at the direction, only when the numbers call for it
  • Next quarter's goals with dated key results, and a list of decisions for you to approve
• Program keep-or-cut reviewer: Paste results for each project you run. This program keep-or-cut review marks every one keep, cut or double down, judged on cash and customers.
  • A verdict for each line, either keep, cut or double down
  • Earnings and new cash needed side by side
  • The four tests for each line, and a note on what customers are doing
  • A lesson for every cut line, and a reason short enough to share
• Customer progress strategy reviewer: Share the plan, goals and dated results by customer group. Get progress checks, gaps and a reasoned choice to change or continue.
  • Your growth engine, the one rate that drives it and a sum showing where you stand
  • A chain of hoped-for rates, starting rates to measure and dated milestones with predictions
  • Per-group rates in place of totals, and which changes were proven or unproven
  • A keep going or change course call with facts for and against, the kind of change and a dated review
• Strategy trade-off planner: Choose a business position that rivals cannot copy. Get a one-line position, a not-do list and a yes or no on every new idea.
  • A split of what makes you better from what makes you different
  • A position in one sentence, with who it is for
  • Whether it leads to a premium price or lower cost, and why
  • A not-do list, each line with what it gives up
  • A fit check of your activities and a yes or no on each new idea
• Objectives and key results writer: Write team goals and key results for the quarter. Give it your team and aim. You get a few objectives with dated, numbered key results.
  • A few short objectives
  • Key results for each, with a number and a date
  • A link from each to the level above
  • A list of what you will not do, and a note on how to use the set
• Backwards planning checker: Check your plan from the end date back. Paste your goal and plan to get a second-method check, a backup route and a score out of 100.
  • The plan rebuilt from the end point back to the first step
  • A second-method check with the gap between the two answers explained
  • A table of small input changes and how far each moves the result
  • A return path, a backup, and a score out of 100 with how it was worked out
• Product context file writer: Share product facts, audience and positioning. Get a reviewed context file that other marketing skills can reference.
  • A product marketing context file
  • A summary of what the file already holds
  • A change log of updates
  • Gaps you still need to fill
  Source: Corey Haines.
• Jeff Bezos: Review a product or stuck decision through Jeff Bezos’s recorded approach. Start with the customer, test what can be undone and write the reasoning.
  • Your problem worked on the way Jeff Bezos would: their questions, their method, their push-back
  • The answer or the work, in Jeff Bezos's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Warren Buffett: Review a business using Warren Buffett’s recorded principles. Check how it earns, what protects it, how managers use cash and which facts remain uncertain.
  • Your problem worked on the way Warren Buffett would: their questions, their method, their push-back
  • The answer or the work, in Warren Buffett's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• It is the end of the quarter and you want a review you can compare with the last one.
• You keep carrying the same projects forward and want an honest keep, change or cut.
• You missed your main goal and want to know if the plan or the direction is the problem.

Limits to check before starting

• You are a team of one with one project: write a short note on what worked and what to change instead.
• You need to set a budget or a price: make that call yourself or with your adviser, then bring the result here.
• You have no plan from last quarter and no numbers: write down your goals and results first, or the review cannot compare anything.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then give it your plan and results.
• The first time, write down last quarter's goals as you remember them. The agent saves them.
• Read the keep, change or cut calls first. Argue with any you disagree with, using the numbers.
• Say yes or no to each decision on the list. It records only the ones you approve.
• Run it again in the last week of next quarter. It compares with this one.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/quarterly-strategy-reviewer for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.