Product-org-os outcome-review

Document Intelligence

This skill supports three modes: Create, Update, and Find.

Mode Detection

Signal	Mode	Confidence
"update", "add data", "finalize" in input	UPDATE	100%
File path provided	UPDATE	100%
"create", "new", "structure" in input	CREATE	100%
"find", "search", "list"	FIND	100%
"the outcome review", "our review"	UPDATE	85%
Just initiative name	CREATE	60%

Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user

Mode Behaviors

CREATE: Generate complete new outcome review using template below.

UPDATE:

1. Check document registry first, then search user's structure
2. Preserve metrics history and prior findings
3. Update outcomes, learnings, or recommendations
4. Show diff summary

FIND: Check registry, then search user's folders for outcome reviews.

---

Gotchas

• Distinguish outputs (what we shipped) from outcomes (what changed for customers) — shipping is not success
• Compare actual results to original success criteria — don't move the goalposts after the fact

Structure an Outcome Review to capture learnings from an initiative.

Vision to Value Phase

Phase 6: Learning & Adaptation Loop - This skill drives continuous improvement.

Output Structure

# Outcome Review: [Initiative Name]

**Review Date**: [Date]
**Facilitator**: [Name]
**Participants**: [Names]
**Initiative Period**: [Start] to [End]

## Initiative Summary

**What We Did**: [Brief description]
**Original Goal**: [What we set out to achieve]
**Investment**: [Resources/time/money invested]

## Outputs vs. Outcomes (Principle #5)

**Important**: Distinguish what we SHIPPED (outputs) from what we ACHIEVED (outcomes).

### Outputs (What We Delivered)
| Output | Delivered? | Quality | Notes |
|--------|------------|---------|-------|
| [Feature/deliverable 1] | Yes/No/Partial | High/Med/Low | [Notes] |
| [Feature/deliverable 2] | Yes/No/Partial | High/Med/Low | [Notes] |
| [Feature/deliverable 3] | Yes/No/Partial | High/Med/Low | [Notes] |

### Outcomes (What Was Achieved)
| Outcome | Target | Actual | Assessment |
|---------|--------|--------|------------|
| [Customer behavior change] | [Target] | [Actual] | Met/Missed |
| [Business result] | [Target] | [Actual] | Met/Missed |
| [User benefit realized] | [Target] | [Actual] | Met/Missed |

**Key Insight**: [Did outputs lead to outcomes? Why or why not?]

## Outcome vs. Expectations

### Success Metrics Review

| Metric | Target | Actual | Variance | Assessment |
|--------|--------|--------|----------|------------|
| [Metric 1] | [Target] | [Actual] | +/-X% | Met/Missed |
| [Metric 2] | [Target] | [Actual] | +/-X% | Met/Missed |
| [Metric 3] | [Target] | [Actual] | +/-X% | Met/Missed |

### Overall Outcome
**Status**: Exceeded / Met / Partially Met / Missed

## What Worked

| Success Factor | Impact | Evidence | Replicable? |
|----------------|--------|----------|-------------|
| [Factor 1] | High/Med/Low | [Evidence] | Yes/No |
| [Factor 2] | High/Med/Low | [Evidence] | Yes/No |

## What Didn't Work

| Challenge | Impact | Root Cause | Preventable? |
|-----------|--------|------------|--------------|
| [Challenge 1] | High/Med/Low | [Cause] | Yes/No |
| [Challenge 2] | High/Med/Low | [Cause] | Yes/No |

## Assumptions Validated/Invalidated

| Assumption | Expected | Actual | Learning |
|------------|----------|--------|----------|
| [Assumption 1] | [Expected] | [Actual] | [Learning] |
| [Assumption 2] | [Expected] | [Actual] | [Learning] |

## Key Learnings

### Learning 1: [Title]
**Insight**: [What we learned]
**Evidence**: [What showed us this]
**Application**: [How to apply going forward]

### Learning 2: [Title]
[Same structure]

## Decisions to Revisit

| Original Decision | Why Revisit | Recommendation |
|-------------------|-------------|----------------|
| [Decision] | [New evidence] | Keep/Modify/Reverse |

## Recommendations

### Immediate (This Sprint/Week)
1. [Recommendation]

### Short-term (This Quarter)
1. [Recommendation]

### Long-term (Beyond Quarter)
1. [Recommendation]

## Follow-up Actions

| Action | Owner | Due Date | Status |
|--------|-------|----------|--------|
| [Action] | [Owner] | [Date] | Not Started |

## Distribution

This review should be shared with:
- [Stakeholder/team 1]
- [Stakeholder/team 2]

Instructions

1. Gather outcome data before the review
2. Check tracked assumptions: Run

   /context-recall [initiative]

   to find assumptions made when the initiative started
3. Reference any relevant documents via @file syntax
4. Focus on learnings, not blame
5. Ensure every learning has an action
6. Save in reviews/ or learnings/ folder
7. Offer to create presentation version using /present

Context Integration

After completing the outcome review:

1. Update assumption status: For each assumption validated/invalidated:

   • Update

     context/assumptions/registry.md

     with new status
   • Mark as "Validated" or "Invalidated"
   • Add actual finding and date
   • Link to this outcome review as evidence

2. Offer to save learnings: Ask "Should I save these learnings to the context registry? (

   /context-save

   )"
   • Extract each learning to

     context/learnings/index.md

   • Include evidence and application guidance

3. Flag re-decisions: If invalidated assumptions trigger re-decision criteria:

   • Identify affected decisions from

     context/decisions/index.md

   • Highlight that re-decision is needed
   • Offer to create a new

     /decision-record

     to revisit

4. Update portfolio: If this review relates to an active bet:

   • Update bet status in

     context/portfolio/active-bets.md

   • Move to Validated/Invalidated/Pivoted if appropriate