A Template for Monthly Reviews

Here's the template I'm using to run my personal monthly reviews, inspired by Building a Second Brain.

Review and update goals

What progress has been made?

What setbacks?

Add new goals and rescope or remove goals that don't make sense.

Review and update project list

Archive completed and canceled projects, add new projects.

Review areas of responsibility.

Think about the major areas of life. What changes would you like to make?

Create relevant tasks or notes.

(Areas may someday evolve into projects.)

Review someday / maybe tasks

Review the list of tasks without a due date. Should any be scheduled?

Someday tasks

not done
no due date

Reprioritize tasks.

Review current tasks and reprioritize them.