month-review

name

month-review

description

Monthly review and next-month planning for Obsidian monthly planning files, quarterly OKR notes, and the matching Notion quarterly OKR page. Analyze one month’s progress, map it into each quarterly objective, update both Obsidian and Notion objective-first month review areas, and maintain the next-month focus/candidate pool in the monthly planning file. Use when the user asks for “月度复盘”“月总结”“下月计划”“OKR 回顾”“OKR 对齐”“month review” or similar month-level review/planning tasks.

Month Review

Use this skill to summarize one month from Plan/每日规划 and write the result into both:

• the matching quarterly OKR note under Plan/年度规划
• the matching Notion quarterly OKR page linked from that quarterly note, or found by exact quarter title when no link is present
• the next-month planning file's top-level {月}重点与候选事项 section, used as the source pool for weekly planning

Read references/okr-month-review-patterns.md before editing. It captures the observed 2026 quarterly OKR structure, objective mapping, month-summary layout, Notion mirror layout, and update rules.

Workflow

1. Resolve the target month. Default to the current month. Honor an explicit month from the user.
2. Locate the files needed:
   • Read the monthly planning file(s) for the target month. Since a month’s tasks may appear across two adjacent month files, read both if the target month contains a week that spans months:

     obsidian read path="Plan/每日规划/{YYYY}/Q{Q}/{YYYY.MM}.md"
     

   • Locate and read the matching quarterly OKR file. Map the target month to its quarter first: months 1-3 → 第一季度, 4-6 → 第二季度, 7-9 → 第三季度, 10-12 → 第四季度. Use if the exact filename is uncertain, then read it: