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Close Retrospective — Post-Close Analysis

Post-close analysis that reads how the close actually went — pace, review cycles, reassignments, reopens, workload balance. Produces a Slack-ready digest organized around questions a controller would actually ask, not raw statistics.

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Close Management

Close Retrospective — Post-Close Analysis

Post-close analysis that reads how the close actually went — pace, review cycles, reassignments, reopens, workload balance. Produces a Slack-ready digest organized around questions a controller would actually ask, not raw statistics.

Before You Begin

  • Numeric MCP connected.
  • Numeric Toolkit installed.
  • At least one closed period (or an in-progress period — will be labeled "progress-to-date").
  • (Optional) Slack MCP for posting the digest to a channel.

How It Works

  1. Ask Claude for a retro. Example prompts:
    • "How did the close go?"
    • "Close retro for March 2026."
    • "Compare this close to last quarter."
    • "What took longest in Feb?"
  2. Claude asks which period and pulls tasks and events
  3. Claude computes defined metrics: turnaround, handoff rate, reopens, coverage gaps, workload concentration.
  4. Claude generates a plain-language digest andffers to post to Slack.

What You Get

A Slack-formatted digest with 7 sections:

  1. Quick numbers — KPI snapshot (completion %, turnaround, handoff rate, reopens, coverage gaps, churn)
  2. How's the pace? — first-touch latency, turnaround distribution
  3. Is the review process working? — handoff rate, reopens, rework cycle time, self-review
  4. Is work spread evenly? — concentration, most-loaded person, fastest/slowest, dormant tasks
  5. Setup gaps — unassigned tasks, missing due dates, high reassignment
  6. What went well / What to watch — auto-derived from the data
  7. Suggested actions — 1–3 concrete next steps

Optional dashboard: Ask Claude to generate a dashboard for you with scorecard tiles, pace chart, late-tasks table, review-friction table, assignee leaderboard.

Troubleshooting

Issue What to Check
"No events returned"
Falls back to status-only metrics. Efficiency metrics skipped.
Slow on large workspaces
Events API is the bottleneck. The skill caps batches at 15 task keys; 6–10 batches is enough for reliable medians.
Negative turnaround values
Data quirk where assignment was recorded after submission. The script filters these automatically.
No prior period available
Period-over-period comparison is skipped.
Digest feels generic
Ask the skill for specific questions from references/questions.md — the question bank is customizable.

FAQ

  • Can I run it mid-close? Yes. Labels everything as "progress to date" and replaces cycle time with "Day X of Y."
  • Medians with <10 tasks? Works but noisy. Stick to raw counts for small periods.
  • Can I compare retros? Yes — say "compare this close to last quarter" and the skill pulls both periods.

Download & Install

Download the full Numeric Toolkit (15 community skills, including this one):

🔗 numeric-mcp-toolkit.zip

Install via Claude Code CLI:

/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit

Need help? Reach out to support@numeric.io.

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