goal-tracking

Track and manage the cascading goal system from long-term vision to daily tasks.

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Install skill "goal-tracking" with this command: npx skills add ballred/obsidian-claude-pkm/ballred-obsidian-claude-pkm-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)
  • 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

  • Read all goal files

  • Parse checkbox completion rates

  • Calculate overall and per-goal progress

  • Identify stalled or at-risk goals

Update Goal Status

  • Find goal in appropriate file

  • Update checkbox or percentage

  • Add date stamp for significant milestones

  • Update related weekly review

Connect Task to Goal

When adding tasks to daily notes:

  • Identify which goal the task supports

  • Add goal reference: Supports: [[1. Yearly Goals#Goal Name]]

  • Use appropriate priority tag

Surface Stalled Goals

  • Check last activity date for each goal

  • Flag goals with no progress in 14+ days

  • Suggest actions to restart momentum

Project-Aware Progress

Project Integration

When calculating goal progress, include project data:

  • Scan Projects/*/CLAUDE.md for all active projects

  • Match projects to goals via their "Goal Link" / "Supports" field

  • Include project completion % in goal progress calculations

  • 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

GoalProgressProjectsLast ActivityStatus
Goal 175%[[ProjectA]] (80%), [[ProjectB]] (60%)2 days agoOn Track
Goal 230%(none)14 days agoStalled

Project Status

ProjectGoalProgressPhase
[[ProjectA]]Goal 180%Active
[[ProjectB]]Goal 160%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

Source Transparency

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