Use when the user says 'quarterly review', 'annual review', 'half-year review', 'period review', 'self-assessment', 'performance review', 'QBR', or wants a comprehensive review of a longer time period.
Quarterly/half-year/annual ceremony. Deep retrospective analysis for business reviews, self-assessments, and performance reviews. You gather scope, launch the period-compiler agent for analysis, then collaborate extensively with the user on the narrative.
The workspace is set automatically. Use clotho_set_workspace if needed.
Ask:
"What time period are we reviewing?"
- Q1 / Q2 / Q3 / Q4 (this year)
- H1 / H2 (this year)
- Full year
- Custom date range
Query active programs:
clotho_list_entities(entity_type: "Program")
Ask:
"Which programs should this cover?"
- All programs
- [list each program for selection]
Ask:
"What should this review focus on?"
- Accomplishments — what was achieved
- Challenges — what was hard, what didn't work
- Growth — what was learned, how you developed
- All of the above (recommended for self-assessments)
Ask:
"What's this review for?"
- QBR — quarterly business review for leadership
- Self-assessment — personal performance review
- Performance review — for manager/HR
- Stakeholder update — broader audience
- Personal reflection — just for you
This affects tone and framing. A QBR focuses on business outcomes. A self-assessment highlights personal contributions and growth.
Launch the period-compiler agent with:
The period compiler returns a structured draft. This is NOT a "review and approve" — this is a collaboration. The user should actively shape the narrative.
Present each section and ask:
"Here's the Accomplishments section. Want to add, adjust, or reframe anything?"
Then:
"Here's the Decisions & Outcomes section. Any decisions where the outcome was different than expected?"
Then:
"Here's the Challenges section. Anything you'd frame differently?"
Ask:
"What would you do differently? Looking back on this period, any approaches you'd change?"
"What should next period focus on? Given where things stand, what are your top priorities going forward?"
Incorporate responses into the reflection.
Update the Reflection entity with the collaboratively refined content.
Sync: clotho_sync()
"Period review captured. This covers [period] across [N programs]."