Monthly Review Skill

Facilitates monthly review and planning by rolling up weekly reviews, checking quarterly milestones, and setting next month's focus.

Usage

/monthly # Run monthly review for current month

Or ask:

• "Help me with my monthly review"

• "Plan next month"

• "How did this month go?"

What This Skill Does

• Creates or opens monthly goals file (Goals/2. Monthly Goals.md )

• Rolls up weekly reviews from the past month

• Checks quarterly milestones against yearly goals

• Plans next month's focus areas and priorities

Review Process

Phase 1: Collect Monthly Data (10 minutes)

• Read all weekly reviews from the past month (Goals/3. Weekly Review.md or weekly review notes)

• Read daily notes from past 30 days (scan for patterns)

• Read current Goals/2. Monthly Goals.md for this month's targets

• Scan Projects/*/CLAUDE.md for project status updates

Extract:

• Wins from each week

• Challenges and recurring blockers

• Goal progress percentages

• Project milestones completed

• Habits tracked (completion rates)

Phase 2: Reflect on Month (10 minutes)

• Read Goals/1. Yearly Goals.md for quarterly milestones

• Calculate which quarter we're in and check milestone progress

• Identify patterns across weeks (energy, productivity, focus areas)

• Compare planned vs actual outcomes

Generate:

• Monthly accomplishment summary

• Quarterly milestone progress check

• Pattern analysis (what worked, what didn't)

• Goal alignment assessment

Phase 3: Plan Next Month (10 minutes)

• Identify next month's quarterly milestones

• Surface projects that need attention

• Set next month's primary focus (ONE thing)

• Define 3-tier priorities (must/should/nice-to-have)

• Plan habits to build or maintain

Write:

• Update Goals/2. Monthly Goals.md with next month's plan

• Set specific weekly milestones for the month ahead

Output Format

Monthly Review: [Month Year]

Month Summary

• Weeks reviewed: 4
• Daily notes analyzed: [N]
• Projects active: [N]

Wins

1. [Major accomplishment]
2. [Progress milestone]
3. [Habit success]

Challenges

1. [Recurring blocker]
2. [Missed target]

Patterns

• Energy: [When were you most productive?]
• Focus: [What got the most attention?]
• Gaps: [What was consistently avoided?]

Goal Progress

Quarterly Milestone Check

Quarter: Q[N] ([Month Range])

Project Status

Next Month Plan

ONE Focus: [Primary objective]

Must Complete:

1. [Non-negotiable deliverable]
2. [Critical milestone]
3. [Key commitment]

Should Complete:

1. [Important but flexible]
2. [Supporting goal]

Nice to Have:

1. [Stretch goal]

Weekly Milestones:

• Week 1: [Focus]
• Week 2: [Focus]
• Week 3: [Focus]
• Week 4: [Focus + monthly review]

Wellbeing Check

• Physical Health: /10
• Mental Health: /10
• Relationships: /10
• Work Satisfaction: /10
• Overall: /10

Questions to Consider

• "What would make next month feel truly successful?"
• "What commitment should you drop or delegate?"
• "Which goal needs a different approach?"

Data Sources

Always read these files:

• Goals/0. Three Year Goals.md

• Long-term vision context

• Goals/1. Yearly Goals.md

• Quarterly milestones and annual objectives

• Goals/2. Monthly Goals.md

• Current month's plan (to review) and next month's (to write)

• Goals/3. Weekly Review.md

• Weekly reviews from past month

• Daily Notes/*.md

• Past 30 days of notes

• Projects/*/CLAUDE.md

• All active project statuses

Task-Based Progress Tracking

Monthly Review Tasks

TaskCreate: subject: "Phase 1: Collect monthly data" description: "Read weekly reviews, daily notes, and project files from past month" activeForm: "Collecting monthly data..."

TaskCreate: subject: "Phase 2: Reflect on month" description: "Analyze patterns, check quarterly milestones, assess goal alignment" activeForm: "Reflecting on monthly patterns..."

TaskCreate: subject: "Phase 3: Plan next month" description: "Set focus, define priorities, establish weekly milestones" activeForm: "Planning next month..."

TaskCreate: subject: "Write monthly review note" description: "Generate and save the monthly review document" activeForm: "Writing monthly review..."

Dependencies

TaskUpdate: "Phase 2: Reflect", addBlockedBy: [phase-1-id] TaskUpdate: "Phase 3: Plan", addBlockedBy: [phase-2-id] TaskUpdate: "Write monthly review", addBlockedBy: [phase-3-id]

Mark each task in_progress when starting, completed when done.

Integration

Works with:

• /weekly

• Monthly review rolls up weekly reviews

• /goal-tracking

• Quarterly milestone progress

• /project status

• Project progress feeds monthly assessment

• /daily

• Next month's plan informs daily priorities

• /push

• Commit after completing review