My Current Monthly Review Process
S1: Review Prior Month’s Goals (in planner) and All Lists in Apple Notes
take a moment to celebrate any successes
think about things not accomplished and whether they deserve to be forwarded, tabled, delegated, or deleted
S2: YNAB audit & setting new month’s budget. Usually first Friday night of the new month. That’s how cool I am.
note: for efficiency, it definitely helps to have 2 screens!
go through statements + make sure no transactions missed
create next month’s budget based on anticipated paychecks (that is the fun part!)
S3: Review any Big Events upcoming with husband
lately, there aren’t many! But maybe someday there will be again.
S4: Set Action Goals for the month
ie – what do you want to get accomplished in each realm of life?
I separate into Work, Self, Family (which includes my husband), Blog/Pod
S5: Think about any habit goals to focus on for the month.
Lately, I’ve been mostly focusing on Op100 but it could be anything!
Maybe it’s wakeup time, a workout goal, bringing your lunch, PLANNING every day . . .
S6: Look ahead 60 days and obtain any needed childcare
So much easier to get babysitter committed in advance
(Really not as applicable post-COVID! But likely will be someday again.)
(S7): Reminder to look at library holds list & make sure it’s up to date with what you want to be reading!