Prompt library
Summarize a quarter for the review meeting
The silently-abandoned category is the load-bearing part: most quarterly slippage is never decided, just unattended, and naming it changes planning behavior more than any velocity chart. Ending with decisions for the meeting makes the review forward-facing instead of a eulogy.
Last reviewed July 17, 2026
The prompt
Summarize the quarter from the material below, for the quarterly review.
Material: {{material}}
What we planned at quarter start: {{plan}}
Sections:
1. Plan vs actual: every commitment from the quarter-start plan with its outcome: done, partial (with percent and what remains), dropped (with the decision that dropped it), or silently abandoned (nobody decided; these get flagged loudest).
2. The numbers: key metrics quarter-over-quarter in a table, no commentary inside the table.
3. What the quarter proved: 2-3 sentences on what we now know that we only believed in January.
4. Carry-over debt: work rolling forward, with why it rolled and what changes so it does not roll again.
5. Inputs to next quarter: the 3 decisions the review meeting must make, each with the options and your read.
Rule: "silently abandoned" is a category because it is the truth of most quarters; finding those items is this document's main job.Run in idaptOpens a new chat with the prompt prefilled. Nothing sends until you press send.
Fill in the variables
| Variable | What it is | Example |
|---|---|---|
| {{material}} | The quarter's reports, metrics, notes | [paste or attach the quarter's material] |
| {{plan}} | What was committed at quarter start | [paste the quarter's planning doc] |