| 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:
- Calculate month:
2025-M11 (November)
- Identify monthly note:
~/Obsidian/Altellus/20_Notes/Journal/2025/M11/2025-M11.md
- Find weekly notes in November: W44, W45, W46, W47, W48 (5 weeks)
- Read each weekly note
- Extract from each week:
- Weekly highlights
- Completion rate
- Total focus time
- Projects mentioned
- Insights
- Blockers
- 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
- Identify monthly themes and long-term patterns
- Set next month's objectives
Output: Complete monthly note with all sections filled based on aggregated monthly data.
