// 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.
| name | monthly |
| 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. |
| allowed-tools | Read, Write, Edit, Glob, Grep, TaskCreate, TaskUpdate, TaskList, TaskGet |
| model | sonnet |
| user-invocable | true |
Facilitates monthly review and planning by rolling up weekly reviews, checking quarterly milestones, and setting next month's focus.
/monthly # Run monthly review for current month
Or ask:
Goals/2. Monthly Goals.md)Goals/3. Weekly Review.md or weekly review notes)Goals/2. Monthly Goals.md for this month's targetsProjects/*/CLAUDE.md for project status updatesExtract:
Goals/1. Yearly Goals.md for quarterly milestonesGenerate:
Write:
Goals/2. Monthly Goals.md with next month's plan## Monthly Review: [Month Year]
### Month Summary
- Weeks reviewed: 4
- Daily notes analyzed: [N]
- Projects active: [N]
### Wins
1. [Major accomplishment]
2. [Progress milestone]
3. [Habit success]
### Challenges
1. [Recurring blocker]
2. [Missed target]
### Patterns
- **Energy:** [When were you most productive?]
- **Focus:** [What got the most attention?]
- **Gaps:** [What was consistently avoided?]
### Goal Progress
| Goal | Start of Month | End of Month | Delta |
|------|---------------|-------------|-------|
| [Goal 1] | 30% | 45% | +15% |
| [Goal 2] | 50% | 55% | +5% |
### Quarterly Milestone Check
**Quarter: Q[N] ([Month Range])**
| Milestone | Status | Notes |
|-----------|--------|-------|
| [Milestone 1] | On Track | [Detail] |
| [Milestone 2] | At Risk | [What's needed] |
### Project Status
| Project | Progress | Status | Next Month Focus |
|---------|----------|--------|-----------------|
| [Project 1] | 60% | Active | [Key deliverable] |
### Next Month Plan
**ONE Focus:** [Primary objective]
**Must Complete:**
1. [Non-negotiable deliverable]
2. [Critical milestone]
3. [Key commitment]
**Should Complete:**
1. [Important but flexible]
2. [Supporting goal]
**Nice to Have:**
1. [Stretch goal]
**Weekly Milestones:**
- Week 1: [Focus]
- Week 2: [Focus]
- Week 3: [Focus]
- Week 4: [Focus + monthly review]
### Wellbeing Check
- Physical Health: /10
- Mental Health: /10
- Relationships: /10
- Work Satisfaction: /10
- Overall: /10
### Questions to Consider
- "What would make next month feel truly successful?"
- "What commitment should you drop or delegate?"
- "Which goal needs a different approach?"
Always read these files:
Goals/0. Three Year Goals.md - Long-term vision contextGoals/1. Yearly Goals.md - Quarterly milestones and annual objectivesGoals/2. Monthly Goals.md - Current month's plan (to review) and next month's (to write)Goals/3. Weekly Review.md - Weekly reviews from past monthDaily Notes/*.md - Past 30 days of notesProjects/*/CLAUDE.md - All active project statusesTaskCreate:
subject: "Phase 1: Collect monthly data"
description: "Read weekly reviews, daily notes, and project files from past month"
activeForm: "Collecting monthly data..."
TaskCreate:
subject: "Phase 2: Reflect on month"
description: "Analyze patterns, check quarterly milestones, assess goal alignment"
activeForm: "Reflecting on monthly patterns..."
TaskCreate:
subject: "Phase 3: Plan next month"
description: "Set focus, define priorities, establish weekly milestones"
activeForm: "Planning next month..."
TaskCreate:
subject: "Write monthly review note"
description: "Generate and save the monthly review document"
activeForm: "Writing monthly review..."
TaskUpdate: "Phase 2: Reflect", addBlockedBy: [phase-1-id]
TaskUpdate: "Phase 3: Plan", addBlockedBy: [phase-2-id]
TaskUpdate: "Write monthly review", addBlockedBy: [phase-3-id]
Mark each task in_progress when starting, completed when done.
Works with:
/weekly - Monthly review rolls up weekly reviews/goal-tracking - Quarterly milestone progress/project status - Project progress feeds monthly assessment/daily - Next month's plan informs daily priorities/push - Commit after completing reviewScaffold the PKM system onto an existing Obsidian vault. Scans your vault structure, maps folders interactively, and generates configuration — no template required.
Interactive vault setup and context loading. On first run, personalizes your vault. On subsequent runs, loads full context. Use at start of session or when Claude needs full vault context.
Smart review router. Detects context (morning, Sunday, end of month) and launches the appropriate review workflow. Use anytime for the right review at the right time.
Update vault to the latest version of obsidian-claude-pkm. Creates backup, shows diffs, preserves your content. Use when a new version is available.
Create daily notes and manage morning, midday, and evening routines. Structure daily planning, task review, and end-of-day reflection. Use for daily productivity routines or when asked to create today's note.
Track progress toward 3-year, yearly, monthly, and weekly goals. Calculate completion percentages, surface stalled goals, connect daily tasks to objectives. Use for goal reviews and progress tracking.