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obsidian-claude-pkm/vault-template/Goals/2. Monthly Goals.md
Bill Allred 3877057f7c Initial commit: Complete Obsidian + Claude Code PKM Starter Kit
- Core structure with README, LICENSE, and .gitignore
- Complete vault template with Goals, Daily Notes, Projects, and Templates
- Cascading goal system (3-year → yearly → monthly → weekly)
- Claude Code integration with custom slash commands
- GitHub Actions workflow for mobile integration
- Comprehensive documentation (setup, customization, workflows, troubleshooting)
- Automation scripts for setup (Unix/Mac and Windows)
- Example content showing system usage
- Self-documenting templates with inline instructions

Ready for users to clone and customize for their personal knowledge management needs.
2025-08-07 17:11:26 -07:00

4.7 KiB

Monthly Goals - [MONTH YEAR]

🎯 Monthly Focus

[CUSTOMIZE: What's the ONE thing that would make this month a success?]

This Month's Priority: [Clear, specific objective]


📊 Month at a Glance

Key Metrics

  • One Metric Progress: [Current]/[Target] (from 1. Yearly Goals)
  • Week 1 Focus: [Main objective]
  • Week 2 Focus: [Main objective]
  • Week 3 Focus: [Main objective]
  • Week 4 Focus: [Main objective]

Important Dates


🎯 Monthly Goals

Derived from quarterly goals in 1. Yearly Goals

🔴 Must Complete (Non-negotiable)

  • Goal 1: [CUSTOMIZE: Specific, measurable goal]
    • Success criteria: [How you'll know it's done]
    • Due: [Week of month]
  • Goal 2: [CUSTOMIZE: Specific, measurable goal]
    • Success criteria: [How you'll know it's done]
    • Due: [Week of month]
  • Goal 3: [CUSTOMIZE: Specific, measurable goal]
    • Success criteria: [How you'll know it's done]
    • Due: [Week of month]

🟡 Should Complete (Important but flexible)

  • Goal 4: [CUSTOMIZE: Goal with some flexibility]
    • Why it matters: [Connection to yearly goals]
  • Goal 5: [CUSTOMIZE: Goal with some flexibility]
    • Why it matters: [Connection to yearly goals]

🟢 Nice to Complete (Bonus)

  • Goal 6: [CUSTOMIZE: Stretch goal]
  • Goal 7: [CUSTOMIZE: Stretch goal]

📝 Projects & Initiatives

Active Projects

  1. [PROJECT NAME]

    • This month's milestone: [Specific deliverable]
    • Time allocated: [X hours/week]
    • Status: [On track/Behind/Ahead]
  2. [PROJECT NAME]

    • This month's milestone: [Specific deliverable]
    • Time allocated: [X hours/week]
    • Status: [On track/Behind/Ahead]

Habits to Build/Maintain

  • Daily: [CUSTOMIZE: Daily habit]
    • Streak: [X days]
  • Weekly: [CUSTOMIZE: Weekly habit]
    • Completed: [X/4 weeks]
  • Monthly: [CUSTOMIZE: Monthly habit]
    • Scheduled for: DATE

🗓️ Weekly Planning

Week 1 ([DATE RANGE])

Theme: [Focus area]

  • [Key task 1]
  • [Key task 2]
  • [Key task 3]
  • Weekly Review Date: DATE

Week 2 ([DATE RANGE])

Theme: [Focus area]

  • [Key task 1]
  • [Key task 2]
  • [Key task 3]
  • Weekly Review Date: DATE

Week 3 ([DATE RANGE])

Theme: [Focus area]

  • [Key task 1]
  • [Key task 2]
  • [Key task 3]
  • Weekly Review Date: DATE

Week 4 ([DATE RANGE])

Theme: [Focus area]

  • [Key task 1]
  • [Key task 2]
  • [Key task 3]
  • Monthly Review Date: DATE

💡 Learning & Development

This Month I'm Learning

  • Primary Focus: [CUSTOMIZE: Main learning goal]
    • Resource: [Book/Course/Mentor]
    • Time commitment: [X hours/week]
    • Success metric: [How you'll measure learning]

Books/Content to Consume

  • Book: [Title - Author]
  • Course: [Course name - Platform]
  • Article/Video: [Title - Source]

🚫 Not This Month

Protect your focus - what are you intentionally NOT doing?

  1. [CUSTOMIZE: Project/commitment you're postponing]
  2. [CUSTOMIZE: Distraction you're avoiding]
  3. [CUSTOMIZE: Request you're declining]

📈 Progress Tracking

Week 1 Review

  • Completed: [X/Y tasks]
  • Key Win: [Best accomplishment]
  • Key Challenge: [Main obstacle]
  • Next Week Adjustment: [What to change]

Week 2 Review

  • Completed: [X/Y tasks]
  • Key Win: [Best accomplishment]
  • Key Challenge: [Main obstacle]
  • Next Week Adjustment: [What to change]

Week 3 Review

  • Completed: [X/Y tasks]
  • Key Win: [Best accomplishment]
  • Key Challenge: [Main obstacle]
  • Next Week Adjustment: [What to change]

Week 4 Review

  • Completed: [X/Y tasks]
  • Key Win: [Best accomplishment]
  • Key Challenge: [Main obstacle]
  • Next Month Focus: [Main priority]

🎯 End of Month Review

Accomplishments

  • [COMPLETE AT MONTH END: List major wins]

Lessons Learned

  • [COMPLETE AT MONTH END: Key insights]

To Carry Forward

  • [COMPLETE AT MONTH END: Incomplete items for next month]

Energy & Wellbeing Score

  • Physical Health: [1-10]
  • Mental Health: [1-10]
  • Relationships: [1-10]
  • Work Satisfaction: [1-10]
  • Overall Life Satisfaction: [1-10]


Created: [First day of month] Last Updated: DATE Month End Review: [Last day of month]

Remember: This month is just one chapter in your yearly story. Focus on progress, not perfection!