Monthly Review Skill

This skill helps you reflect on your month by aggregating data from your weekly notes and generating comprehensive monthly insights.

Purpose

Automatically generate the 📅 Monthly Summary with:

• Monthly highlights and major achievements
• Monthly KPIs aggregated from weekly data
• Goal progress tracking
• Long-term patterns and trends
• Monthly themes
• Next month's objectives

Context

• Monthly notes location: 20_Notes/Journal/YYYY/Mnn/YYYY-Mmm.md
• Weekly notes location: 20_Notes/Journal/YYYY/Mnn/YYYY-Www.md
• Obsidian vault: ~/Obsidian/Altellus
• Current month: Calculate from today's date
• Review period: All weekly notes from the current month (typically 4-5 weeks)

Workflow

1. Identify the monthly note

• Calculate current month (e.g., 2025-M11 for November)
• Path format: ~/Obsidian/Altellus/20_Notes/Journal/2025/M11/2025-M11.md
• Create from template if doesn't exist

2. Aggregate weekly notes (TaskNotes format)

• Identify all weekly notes in the current month (e.g., 2025-W44 through 2025-W47)
• Read each weekly note from 20_Notes/Journal/YYYY/Mnn/YYYY-Www.md
• Extract highlights, KPIs, insights, blockers, and project statuses
• Extract completed tasks: - [x] [[Task Name]]

3. Fill "월간 하이라이트" (Monthly Highlights) - TaskNotes format

• List 5-7 major achievements across the month
• Use TaskNotes format: - [x] [[Task Name]] for highlights
• Significant milestones reached
• Major projects completed or advanced
• Key wins and breakthroughs

4. Fill "월간 KPI" (Monthly KPIs) - TaskNotes format

• 평균 완료율 (Average completion rate): Average of weekly completion rates
• 총 Pomodoros: Sum of all weekly pomodoros
• 주간 평균: Total pomodoros / number of weeks
• Display with emoji: 총 🍅 x 140 (4주간)
• Example format:
  • - 평균 완료율: 76% (across 4 weeks)
  • - 총 Pomodoros: 🍅 x 140
  • - 주간 평균: 35 pomodoros/week

5. Fill "목표 진행도" (Goal Progress)

• Review monthly or quarterly goals
• Track progress on each goal
• Format: - [[Goal Name]] — X% complete / status
• Note which goals are on track vs behind

6. Fill "🧠 Monthly Themes & Patterns"

• Identify recurring themes across multiple weeks
• What patterns emerged this month?
• What working styles or approaches were most effective?
• Any systemic issues that need addressing?

7. Fill "📊 Project Portfolio"

• List all projects worked on during the month
• Current status of each project
• Time investment per project (if tracked)
• Format: - [[Project Name]] — status, time invested

8. Fill "🚧 Persistent Blockers" - TaskNotes format

• Blockers appearing in 2+ weekly reviews: - [ ] [[Task Name]]
• Format: - [ ] [[Task Name]] — X주 연속 미완료
• Long-term obstacles still unresolved
• Dependencies causing repeated delays
• Systemic issues requiring strategic solutions

9. Fill "🎯 다음 달 목표" (Next Month Objectives) - TaskNotes format

• Based on monthly insights and persistent blockers
• 3-5 key objectives for next month
• Format as TaskNotes checklist: - [ ] [[Objective]]
• Connect to unfinished important work
• Include blocker resolution strategies
• Prioritize persistent blocker resolution

Output Format

Provide the complete monthly note content with all sections filled.

Important:

• Aggregate data from actual weekly notes, not assumptions
• Calculate real numbers for KPIs from weekly data
• Preserve frontmatter and template structure
• Look for long-term trends, not just week-to-week variations

Usage

This skill is called via the /pkm:monthly-review command, typically at the end of the month (last day or first day of new month).

Integration

• Works with Periodic Notes plugin in Obsidian
• Reads weekly notes from the current month
• Aggregates weekly KPI data
• Links to weekly notes using wikilinks

Example

Input: User runs /pkm:monthly-review on 2025-11-30 (end of November)

Process:

1. Calculate month: 2025-M11 (November)
2. Identify monthly note: ~/Obsidian/Altellus/20_Notes/Journal/2025/M11/2025-M11.md
3. Find weekly notes in November: W44, W45, W46, W47, W48 (5 weeks)
4. Read each weekly note
5. Extract from each week:
   • Weekly highlights
   • Completion rate
   • Total focus time
   • Projects mentioned
   • Insights
   • Blockers
6. Aggregate and analyze:
   • Average completion rate: (75% + 80% + 72% + 78% + 81%) / 5 = 77.2%
   • Total focus time: 32 + 28 + 35 + 30 + 33 = 158 hours
   • Weekly average: 31.6 hours
   • Identify projects: Project A (4 weeks), Project B (3 weeks), Project C (2 weeks)
   • Find persistent blockers: Items mentioned in 3+ weeks
7. Identify monthly themes and long-term patterns
8. Set next month's objectives

Output: Complete monthly note with all sections filled based on aggregated monthly data.