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Part of Connect Your Vision to Daily Execution

Personal Knowledge Management Blueprint

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Plan Your Month

0June 2026

Roll up weekly reviews, check quarterly milestones, and set next month's focus and priorities

What problem does this solve?

Weekly reviews focus on the week ahead, but monthly patterns get lost. The monthly review rolls up all four weekly reviews, checks quarterly milestone progress against yearly goals, identifies productivity patterns, and sets the next month's theme and priorities.

How does it work?

Run /monthly at the end of the month. It reads all weekly reviews from the past month, scans daily notes for patterns, checks quarterly milestone progress from yearly goals, and calculates which projects advanced. It then asks you to identify wins, challenges, and the next month's ONE focus area. Output: a monthly review note with pattern analysis, goal progress, project status, and a prioritized plan for the next month.

Included Skills

No skills in this group

What's required to run this?

Reads Goals/2. Monthly Goals.md, Goals/1. Yearly Goals.md, Goals/3. Weekly Review.md, and Daily Notes from the past 30 days. Uses TaskCreate/TaskUpdate to show progress through 3-phase review (Collect → Reflect → Plan).

Key Features

/monthly

Guided 3-phase review: collect weekly data, reflect on patterns, plan next month's focus

Weekly Rollup

Auto-read all weekly reviews and daily notes from past month to extract wins and blockers

Quarterly Milestone Check

Compare current progress against quarterly targets from yearly goals

Pattern Analysis

Identify productivity patterns, energy levels, and focus gaps across the month

Next-Month Priorities

Define must, should, nice-to-have tiers and weekly milestones for the month ahead

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Account Manager at G2