monthly-review

name	monthly-review
description	This skill should be used when the user asks to "run monthly review", "create monthly note", "do the month-end review", "generate monthly summary", "run monthly-review", or wants to produce a structured monthly journal note comparing planned goals against actual outcomes.

Monthly Review

Generate a monthly note at journal/monthly/YYYY-MM.md by reading the yearly plan, weekly notes for the month, and referenced project notes. Produces a goals-vs-actuals comparison, aggregated accomplishments, and a reflection narrative. Intended to run on the last day of the month or first 3 days of the next.

Settings

Read .claude/bulletjournal.local.md (use Read tool). Parse YAML frontmatter:

Variable	Key	Default
JOURNAL_PATH	journal_path	journal
PROJECTS_PATH	projects_path	10-Projects
QMD_BIN	qmd_bin	qmd

Run /bulletjournal:init to create this file. Use these variables for all path references below.

Vault Layout

• Yearly note: {JOURNAL_PATH}/YYYY.md (goals per month)
• Weekly notes: {JOURNAL_PATH}/weekly/YYYY-[W]WW.md
• Monthly notes: {JOURNAL_PATH}/monthly/YYYY-MM.md
• Project notes: {PROJECTS_PATH}/ with #action tag

qmd MCP Tool Signatures

Before making any qmd calls, load schemas with:

ToolSearch select:mcp__qmd__get,mcp__qmd__query,mcp__qmd__search

Correct parameter signatures:

• mcp__qmd__get → { path: "relative/path.md" }
• mcp__qmd__query → { query: "text", limit?: number }
• mcp__qmd__search → { query: "text", limit?: number }

Step-by-Step Procedure

0. Refresh the qmd index

Run in Bash before any searches. The || true ensures a failure does not abort the review:

${QMD_BIN} update && ${QMD_BIN} embed || true

1. Determine the target month

Check today's date:

• If day ≥ 4: target = current month
• If day ≤ 3: target = previous month (default, but ask the user if ambiguous)

2. Check for existing monthly note

Use qmd get journal/monthly/YYYY-MM.md or Glob.

• If it exists: do not overwrite. Warn: Monthly note already exists: journal/monthly/2026-04.md — append '-v2' or abort? Stop and wait for confirmation.

3. Read the yearly plan

Run qmd get journal/YYYY.md to retrieve the yearly note. Extract the goals listed under the target month's heading. Note: heading levels are inconsistent in the yearly note — look for the month name at any heading level (## or ###, e.g. ### April or ## April).

• If the yearly note does not exist or has no goals for the target month: note "No planned goals found" and continue — the review can still document actuals.

4. Retrieve weekly notes for the month

Use Glob on journal/weekly/YYYY-W*.md to find all weekly notes, then filter to weeks whose date range overlaps the target month. Read each matching note.

• If no weekly notes found: fall back to Glob on daily/YYYY-MM-*.md and read daily notes directly.
• If neither weekly nor daily notes exist: report and create nothing. Message: No notes found for 2026-04. Nothing to review.

5. Aggregate content from weekly (or daily) notes

From weekly notes, collect:

Data	Source field/section
Wins	## Wins section
Open/stalled items	## Still open and ## Stalled / blocked sections
Progress bullets	Lines tagged with #progress (inline tag, e.g. - Fixed auth bug #progress)
Project links	[[...]] wiki-links
Migration decisions	## Migration decisions tables

If reading daily notes directly (fallback), collect the same data from individual daily note sections.

Deduplicate #progress bullets that appear in multiple notes — keep the most informative version.

6. Fetch project status for referenced projects

For each unique [[Project Name]] found, run:

qmd get "10-Projects/Project Name.md"

Extract status and next-action. Note any projects that changed status during the month.

7. Compare planned goals vs. actuals

For each goal from the yearly note, assess:

• Achieved: evidence in wins, progress bullets, or project status change to archived/completed
• Partially met: some progress but not complete
• Missed / deferred: no evidence of progress — note why if discernible

8. Generate the monthly note

Write the file at journal/monthly/YYYY-MM.md:

---
type: monthly
month: 2026-04
created: 2026-04-30
---

# April 2026

## Goals (from yearly plan)
- (goals pulled from journal/2026.md ## April)

## Goals achieved
- (which goals were met, with evidence)

## Goals missed / deferred
- (which goals weren't met, with context)

## Active projects
- [[Project Name]] — status: active | next-action: Write spec
- ...

## Accomplishments
- (aggregated #progress bullets, deduplicated and grouped by theme)

## Stalled work
- (repeated blockers from weekly notes, with brief context)

## Reflection
(2–4 sentence narrative: what worked, what didn't, what to adjust next month)

Draft the Reflection as a candid, brief narrative. Draw on: goals achieved vs. missed ratio, recurring blockers, and overall momentum.

For Active projects: list only projects with activity this month (appeared in a weekly or daily note). Show current status and next-action from frontmatter.

9. Write the file

Write the note with Write.

10. Print confirmation

Monthly note created → journal/monthly/2026-04.md

Edge Cases

• Monthly note already exists: warn and stop — never overwrite. Suggest -v2 suffix.
• No weekly notes, no daily notes: report and create nothing.
• Yearly note missing: continue without planned goals; note "No yearly plan found."
• No goals for the target month in yearly note: note "No planned goals for this month" and continue.
• Project note not found: skip status fetch; mark "status unknown" in Active projects.
• Day 1–3 ambiguity: if today is day 1–3, default to previous month but confirm with user before proceeding.

Additional Resources

• .claude/skills/README.md — Overview of all BuJo skills and how to use them