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?
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?
not done no due date
Review current tasks and reprioritize them.