monthlyreviewtemplate.org

Monthly Review

Review Life Goals

• [ ] Scroll through completed goals.
• [ ] Move newly completed goals to “Completed” heading for archives.
• [ ] Update timelines for existing goals.
• [ ] Update wording/definition/scale of goals.
• [ ] Add any new goals, and corresponding projects if needed.

Review Project List

(project-overview)

• [ ] Archive any completed or inactive projects
• [ ] Update outcome for each project, making sure corresponding goal is listed under each project in Org-Mode
• [ ] Order projects by general priority in Org-Mode
• [ ] Replicate updated Project List as needed
  • [ ] Org-Mode
  • [ ] Evernote
  • [ ] Dropbox
  • [ ] Google Drive
  • [ ] Documents Folder

Review Areas of Responsibility

(areas-overview)

• [ ] Evaluate areas and capture any new tasks, projects, habits, routines, or decisions needed.
• [ ] Replicate list of areas across systems.
  • [ ] Org-Mode
  • [ ] Evernote
  • [ ] Dropbox
  • [ ] Google Drive
  • [ ] Documents Folder

Review Personal Narrative Vision

• [ ] Bold possible new projects or areas that need renewed focus.
• [ ] Remove formatting of completed parts, as your dreams turn into reality

Review and rearticulate 12 Favorite Problems

Review Someday / Maybe list

• [ ] Review Someday Maybe List
• [ ] Assign next actions or new projects to any that I might want to consider doing

Pick someone from CRM to keep in touch with

Update Places I’ve Been

Re-prioritize tasks

• [ ] Review next actions and re-apply priority tags, accounting for priority drift

Extract highlights from finished ebooks

• [ ] Import text and images into Evernote

Empty trash in Evernote