/monthly

name: monthly
description: Monthly review and planning. Roll up weekly reviews, check quarterly milestones, set next month's focus. Use at end of month or start of new month.
allowed-tools: Read, Write, Edit, Glob, Grep, TaskCreate, TaskUpdate, TaskList, TaskGet
model: sonnet
user-invocable: true

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

1. **Creates or opens monthly goals file** (`Goals/2. Monthly Goals.md`) 2. **Rolls up weekly reviews** from the past month 3. **Checks quarterly milestones** against yearly goals 4. **Plans next month's** focus areas and priorities

Review Process

Phase 1: Collect Monthly Data (10 minutes)

1. Read all weekly reviews from the past month (`Goals/3. Weekly Review.md` or weekly review notes) 2. Read daily notes from past 30 days (scan for patterns) 3. Read current `Goals/2. Monthly Goals.md` for this month's targets 4. 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)

1. Read `Goals/1. Yearly Goals.md` for quarterly milestones 2. Calculate which quarter we're in and check milestone progress 3. Identify patterns across weeks (energy, productivity, focus areas) 4. 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)

1. Identify next month's quarterly milestones 2. Surface projects that need attention 3. Set next month's primary focus (ONE thing) 4. Define 3-tier priorities (must/should/nice-to-have) 5. 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
| Goal | Start of Month | End of Month | Delta |
|------|---------------|-------------|-------|
| [Goal 1] | 30% | 45% | +15% |
| [Goal 2] | 50% | 55% | +5% |

### Quarterly Milestone Check
**Quarter: Q[N] ([Month Range])**
| Milestone | Status | Notes |
|-----------|--------|-------|
| [Milestone 1] | On Track | [Detail] |
| [Milestone 2] | At Risk | [What's needed] |

### Project Status
| Project | Progress | Status | Next Month Focus |
|---------|----------|--------|-----------------|
| [Project 1] | 60% | Active | [Key deliverable] |

### 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