How to Conduct a Monthly Review

August 1, 2012 By 8 Comments
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At the end of 2011, I made a commitment to be more intentional about reflecting on my life and work. My core question was: how will I know if I’m making progress on the goals, dreams and opportunities I have for myself?

It all started with my annual review of 2011. Since January 2012, I’ve been doing a review of each month as well.

My monthly reviews have helped me to:

  • make sense of all the events in my life
  • keep track of my goals
  • celebrate my accomplishments
  • stay in alignment with my personal mission statement
  • avoid living my life on “autopilot”

After a whole month, it can be easy to forget all the things that you did. So here’s your chance to reflect on your experience of last month – how you spent your time and how you lived your life. Consider this your monthly review.

What You’ll Need:

  • A notebook and a pen OR your laptop if you prefer to type or blog
  • Your calendar from the previous month
  • Soothing music and/or a candle (if you’re the moody type, like me)

How to Conduct a Monthly Review

It’s best to conduct your review within the first 7 days of the month, while your memory of it is still fresh. Give this exercise about an hour so your mind can quiet down, be still and remember what was important.

Of course, you should feel free to use your own guidelines to conduct your monthly review! Or simply use these suggestions as a jumping-off point for something completely different.

Step 1: Make a List of What You Did Last Month

Get out your notebook (or laptop) and make a list of the significant events that occurred last month, in both your personal and professional life. Of course, YOU are the one who defines “significant.” Your list could include anything and everything from going on a date to joining a new gym to getting a raise at your job or landing a new client in your business. You may need to refer back to your calendar for this step. I know I sure have to!

Step 2:  Reflect on Last Month’s Goals, Accomplishments and Lessons

Answer the following three questions:

  1. What was the biggest PERSONAL milestone you reached last month in your relationships, health, finances, education and/or lifestyle?
  2. What was the greatest PROFESSIONAL accomplishment (at work or in your business) that took place last month?
  3. What was the MOST valuable lesson you learned last month?

Step 3: Identify a Theme Word for the Previous Month

Choose ONE word that describes your experience of the previous month. If last month had a theme, what would it have been? Or, name the emotion that captures the essence of how you felt during the past month.

Step 4: Describe What You Want to Happen This Month

After you’ve reflected on the past month, it can be useful to set goals and intentions for this one! What do you want to happen in the coming month? What do you want to feel, experience or accomplish?

See my previous monthly reviews here:

Your Turn

Have you ever done a formal review of your month (or year)? If you choose to conduct a monthly review on your own blog, please go ahead and post the link in the comments so we can read it! I would love to hear how your year is progressing.

P.S. If you want an opportunity for deeper reflection and goal-setting, I invite you to join my 31 Days to Reset Your Life Challenge. When you buy the Kindle ebook or the PDF workbook, you get all 31 exercises in one place so you can work at your own pace (plus worksheets and a training video in the PDF version). PLEASE NOTE: The 31 Day Reset program is no longer FREE! But I can promise you that making this small investment in yourself will be totally worth it :)

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Filed Under: Personal Development

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  1. Laila @OnlyLaila says:
    December 31, 2012 at 1:55 pm

    I’ve begun to do a better job of keeping track of things I do each month by writing them in my planner. I like this monthly reflection. It gives you a great sense of accomplishment.

    Reply
  2. Tiffany says:
    October 17, 2012 at 6:03 am

    Great idea!! I have so much to talk about for the month of September…now, to just get it written!!! Thanks again.

    Reply
  3. ladylittlefoot says:
    August 7, 2012 at 1:42 am

    I’ve finally finished the last task in 31 Day Reset and looking back I see how much I did in July. This exercise is perfect for reminding yourself of all the things you’ve accomplished big and small and for being intentional in your living. I will definitely be doing this later today and will incorporate it into my life.

    Thanks Rosetta, once again for making these self development tools so accessible.
    Read my latest blog post…31 Day Reset – Day 31: Create a Vision Board

    Reply
  4. JaVonna says:
    August 6, 2012 at 12:51 pm

    I do a reflection on my blog (I try to do it monthly) but it is less formatted than this idea. I call mine “10 Things I Am Loving Right Now”. It’s a tool to remind me what I have going on in my life at the time and also to remind me to be thankful for EVERYTHING. i am going to try out this format and see how it works for me.
    Read my latest blog post…10 Things I Am Loving Right Now

    Reply
  5. Yoneco says:
    August 1, 2012 at 5:29 pm

    This is a great idea! I’ve done an annual review for the last two years; and I do a monthly review of my business goals/milestones, but that’s been it. I think I will start adding in some personal goals to the monthly review. And I always start each year by setting my “theme” for that year – 2011 was the year of Courage (as it was my first full year of being self employed) and this is my year of Doing Big Things.

    As a side note, any chance you’ve done or plan to do a post on ebook writing? I’d love to hear how you tackle that (since it’s on my list of big things to do). Then again, it may not fit with the goals of the site.
    Read my latest blog post…6 Things to Do Before Starting Your Own Business

    Reply
  6. Desiree says:
    August 1, 2012 at 12:33 pm

    Thanks for this Rosetta! I was so disappointed in myself that I didn’t complete the July 31 Day Reset (I zonked out at about Day 4). I was truly trying to dedicate myself to completing it. I think the monthly review is much more doable for my lifestyle rather than doing a day-by-day assignment.
    Read my latest blog post…Flashing Lights: My Trip to the ER

    Reply
    • Rosetta says:
      August 1, 2012 at 12:49 pm

      Thanks for the feedback, Desiree! I wasn’t even thinking of the monthly review as an alternative to the 31 Day Reset, but that makes total sense to me now. I hope it’s useful to you :)

      Reply

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