The Monthly Review helps you assess how you are progressing on your goals, and make adjustments as needed.

Why perform a Monthly Review?

It’s easy to get caught up in day-to-day activities, while losing track of your long-term goals. The monthly review helps you check that your current tasks and projects are aligned with your goals.

Action:

• [ ] Copy a monthly review template into your notes app.
  • Evernote
  • Notion
• [ ] Choose a time and day when you'll perform your Monthly Review.
• [ ] Perform your first Monthly Review.

<aside> ⚠️ Your first few Monthly Reviews might take longer than 30-60 minutes. As you catch up on the things happening in your life and establish a routine, it'll get easier and faster. Make sure you give yourself plenty of time for the first few reviews.

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https://youtu.be/Gg0CpQCD9CY

Further Reading:

The Monthly Review is a Systems Check - Forte Labs

What's next?

Implement an Annual Review Process

Back to Task Management

<aside> ☑️ Track your progress as you advance through the coach!

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