pkmmonthly-review

name	pkm:monthly-review
description	Generate or update the Monthly Summary section by aggregating weekly notes in Obsidian

Monthly Review Skill

This skill helps you reflect on your month by aggregating data from your weekly notes and generating comprehensive monthly insights.

Purpose

Automatically generate the 📅 Monthly Summary with:

• Monthly highlights and major achievements
• Monthly KPIs aggregated from weekly data
• Goal progress tracking
• Long-term patterns and trends
• Monthly themes
• Next month's objectives

Context

• Monthly notes location: 20_Notes/Journal/YYYY/Mnn/YYYY-Mmm.md
• Weekly notes location: 20_Notes/Journal/YYYY/Mnn/YYYY-Www.md
• Obsidian vault: ~/Obsidian/Altellus
• Current month: Calculate from today's date
• Review period: All weekly notes from the current month (typically 4-5 weeks)

Workflow

1. Identify the monthly note

• Calculate current month (e.g., 2025-M11 for November)
• Path format: ~/Obsidian/Altellus/20_Notes/Journal/2025/M11/2025-M11.md
• Create from template if doesn't exist

2. Aggregate weekly notes (TaskNotes format)

• Identify all weekly notes in the current month (e.g., 2025-W44 through 2025-W47)
• Read each weekly note from 20_Notes/Journal/YYYY/Mnn/YYYY-Www.md
• Extract highlights, KPIs, insights, blockers, and project statuses
• Extract completed tasks: - [x] [[Task Name]]

3. Fill "월간 하이라이트" (Monthly Highlights) - TaskNotes format

• List 5-7 major achievements across the month
• Use TaskNotes format: - [x] [[Task Name]] for highlights
• Significant milestones reached
• Major projects completed or advanced
• Key wins and breakthroughs

4. Fill "월간 KPI" (Monthly KPIs) - TaskNotes format

• 평균 완료율 (Average completion rate): Average of weekly completion rates
• 총 Pomodoros: Sum of all weekly pomodoros
• 주간 평균: Total pomodoros / number of weeks
• Display with emoji: 총 🍅 x 140 (4주간)
• Example format:
  • - 평균 완료율: 76% (across 4 weeks)
  • - 총 Pomodoros: 🍅 x 140
  • - 주간 평균: 35 pomodoros/week

5. Fill "목표 진행도" (Goal Progress)

• Review monthly or quarterly goals
• Track progress on each goal
• Format: - [[Goal Name]] — X% complete / status
• Note which goals are on track vs behind

6. Fill "🧠 Monthly Themes & Patterns"

• Identify recurring themes across multiple weeks
• What patterns emerged this month?
• What working styles or approaches were most effective?
• Any systemic issues that need addressing?

7. Fill "📊 Project Portfolio"

• List all projects worked on during the month
• Current status of each project
• Time investment per project (if tracked)
• Format: - [[Project Name]] — status, time invested

8. Fill "🚧 Persistent Blockers" - TaskNotes format

• Blockers appearing in 2+ weekly reviews: - [ ] [[Task Name]]
• Format: - [ ] [[Task Name]] — X주 연속 미완료
• Long-term obstacles still unresolved
• Dependencies causing repeated delays
• Systemic issues requiring strategic solutions

9. Fill "🎯 다음 달 목표" (Next Month Objectives) - TaskNotes format

• Based on monthly insights and persistent blockers
• 3-5 key objectives for next month
• Format as TaskNotes checklist: - [ ] [[Objective]]
• Connect to unfinished important work
• Include blocker resolution strategies
• Prioritize persistent blocker resolution

Output Format

Provide the complete monthly note content with all sections filled.

Important:

• Aggregate data from actual weekly notes, not assumptions
• Calculate real numbers for KPIs from weekly data
• Preserve frontmatter and template structure
• Look for long-term trends, not just week-to-week variations

Usage

This skill is called via the /pkm:monthly-review command, typically at the end of the month (last day or first day of new month).

Integration

• Works with Periodic Notes plugin in Obsidian
• Reads weekly notes from the current month
• Aggregates weekly KPI data
• Links to weekly notes using wikilinks

Example

Input: User runs /pkm:monthly-review on 2025-11-30 (end of November)

Process:

1. Calculate month: 2025-M11 (November)
2. Identify monthly note: ~/Obsidian/Altellus/20_Notes/Journal/2025/M11/2025-M11.md
3. Find weekly notes in November: W44, W45, W46, W47, W48 (5 weeks)
4. Read each weekly note
5. Extract from each week:
   • Weekly highlights
   • Completion rate
   • Total focus time
   • Projects mentioned
   • Insights
   • Blockers
6. Aggregate and analyze:
   • Average completion rate: (75% + 80% + 72% + 78% + 81%) / 5 = 77.2%
   • Total focus time: 32 + 28 + 35 + 30 + 33 = 158 hours
   • Weekly average: 31.6 hours
   • Identify projects: Project A (4 weeks), Project B (3 weeks), Project C (2 weeks)
   • Find persistent blockers: Items mentioned in 3+ weeks
7. Identify monthly themes and long-term patterns
8. Set next month's objectives

Output: Complete monthly note with all sections filled based on aggregated monthly data.