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goal-tracking

@ballred/obsidian-claude-pkm
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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.

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

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

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
    ↓
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

Progress Report Format

## Goal Progress Report

### Overall: XX%

### By Goal
| Goal | Progress | Last Activity | Status |
|------|----------|---------------|--------|
| Goal 1 | 75% | 2 days ago | On Track |
| Goal 2 | 30% | 14 days ago | Stalled |

### This Week's Contributions
- [Task] -> [[Goal 1]]
- [Task] -> [[Goal 2]]

### Recommended Focus
1. [Stalled goal needs attention]
2. [Nearly complete goal - finish it]

Integration Points

  • Weekly review: Full progress assessment
  • Daily planning: Surface relevant goals
  • Monthly review: Adjust goals as needed
  • Quarterly review: Cascade from 3-year vision