How to build your perfect planner system? Week 13: First monthly review

One month is gone after you wrote your first monthly plan. The question is now, what happened? Did you finished everything what you wanted? Did life changed? Had you have to changed something? Could you predicted what you can finish in a month?

What is a monthly review?

It will take 1-2 hours, please schedule time for it! You have to revise everything: your yearly plan, your goals, projects, last month, changes in your life.

Steps of monthly review

1. Clean up your inbox

Hopefully there is not too much things here :) As a reminder, here is how to do it.

2. Make a frame for your upcoming month

Take a look into your monthly calendar: what will be happening in the near future? How much appointments do you have already scheduled? Are you planning vacation? How much responsibility do you have? Start to write to your monthly plan tasks/projects you must/want finish - related the calendar items. Deadline: it connects surely to a project. Birthday: Do you have to buy present? Do you have to organize something? 

3. Revise your goals

Are your goals still actual? If not, rewrite them! Write tasks to the monthly planner connected to your goals.

4. Revise your yearly plan

You could have adjust it, if you should make changes in your goals, if you hadn't predicted what you can do in a month and you didn't finished something or something came up. Write the tasks for this month from the yearly plan to the monthly.

5. Review your projects

Actualize your projects list, you might finished some in the last month, or created some new one. Go through the project pages: check if you marked all finished tasks, steps, if not, do it no. Actualize your task lists. Decide on which project you will work in the next month.

5. Last month

Review the last monthly plan: have you finished everything? What not, is still actual? If yes, plan it for the next month.

6. Write in your recurring tasks

It worth to create a list for things happens/has to do every month. I have to pay bills every last week of the month. I make the same promotion on the first week of the month. Presumably you have also similar things.

7. Make the plan!

I highly recommend to portion out them to the weeks, as I showed in the monthly plan post. But of course, you can make a simple list also. Or thematic. 

Homework for the next week

Make your first monthly review. Please share with us your plan in the From Chaos to Order Facebook group!

If you have any questions, please do not hesitate to ask in comment! Share your experiments in our Facebook group, and get more help!  

Find here the whole series.

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