# Monthly

Monthly review and planning.

- Repository: https://github.com/ballred/obsidian-claude-pkm (1886 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-02-18
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add ballred/obsidian-claude-pkm --skill monthly -g -a claude-code -y`
Codex: `npx skills add ballred/obsidian-claude-pkm --skill monthly -g -a codex -y`
Cursor: `npx skills add ballred/obsidian-claude-pkm --skill monthly -g -a cursor -y`
Gemini CLI: `npx skills add ballred/obsidian-claude-pkm --skill monthly -g -a gemini-cli -y`

## Description

Monthly review and planning. Roll up weekly reviews, check quarterly milestones, set next month's focus. Use at end of month or start of new month.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Monthly Review Skill

Facilitates monthly review and planning by rolling up weekly reviews, checking quarterly milestones, and setting next month's focus.

## Usage

```
/monthly              # Run monthly review for current month
```

Or ask:
- "Help me with my monthly review"
- "Plan next month"
- "How did this month go?"

## What This Skill Does

1. **Creates or opens monthly goals file** (`Goals/2. Monthly Goals.md`)
2. **Rolls up weekly reviews** from the past month
3. **Checks quarterly milestones** against yearly goals
4. **Plans next month's** focus areas and priorities

## Review Process

### Phase 1: Collect Monthly Data (10 minutes)

1. Read all weekly reviews from the past month (`Goals/3. Weekly Review.md` or weekly review notes)
2. Read daily notes from past 30 days (scan for patterns)
3. Read current `Goals/2. Monthly Goals.md` for this month's targets
4. Scan `Projects/*/CLAUDE.md` for project status updates

**Extract:**
- Wins from each week
- Challenges and recurring blockers
- Goal progress percentages
- Project milestones completed
- Habits tracked (completion rates)

### Phase 2: Reflect on Month (10 minutes)

1. Read `Goals/1. Yearly Goals.md` for quarterly milestones
2. Calculate which quarter we're in and check milestone progress
3. Identify patterns across weeks (energy, productivity, focus areas)
4. Compare planned vs actual outcomes

**Generate:**
- Monthly accomplishment summary
- Quarterly milestone progress check
- Pattern analysis (what worked, what didn't)
- Goal alignment assessment

### Phase 3: Plan Next Month (10 minutes)

1. Identify next month's quarterly milestones
2. Surface projects that need attention
3. Set next month's primary focus (ONE thing)
4. Define 3-tier priorities (must/should/nice-to-have)
5. Plan habits to build or maintain

**Write:**
- Update `Goals/2. Monthly Goals.md` with next month's plan
- Set specific weekly milestones for the month ahead

## Output Format

```markdown
## Monthly Review: [Month Year]

The rest: https://github.com/ballred/obsidian-claude-pkm/blob/HEAD/vault-template/.claude/skills/monthly/SKILL.md