obsidian-claude-pkm/vault-template/.claude/skills/monthly/SKILL.md

---
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

```markdown
## 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