Monthly Review - Template

Duplicate this page at the end of each month (••• > Duplicate) and rename it, e.g. “Monthly Review - January 2027”. About 20 minutes.

Month:Energy this month (1–5):

1. Look back

• [ ] Open Goals: update Status and Progress for every goal
• [ ] Open the Habit Tracker: look at this month’s weeks. Which habit was easiest? Which one slipped?
• [ ] Skim your calendar and notes from the month

Three wins this month

What didn’t go to plan, and why?

What did I learn?

2. Check the focus areas

3. Plan next month

The one goal that matters most next month:

Three actions that move it forward

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