Monthly Review Skill
Create a comprehensive monthly retrospective from weekly reviews, daily notes, and deep M365 analytics.
Steps
1. Determine the Review Period
bash
# Current month boundaries
YEAR=$(date +%Y)
MONTH=$(date +%m)
MONTH_NAME=$(date +%B)
START_DATE="${YEAR}-${MONTH}-01"
END_DATE=$(date +%Y-%m-%d)
echo "Monthly review: ${MONTH_NAME} ${YEAR} (${START_DATE} to ${END_DATE})"
2. Read All Weekly Reviews for This Month
bash
ls /data/notes/weekly/*-weekly.md 2>/dev/null | while read f; do
FILE_DATE=$(basename "$f" | cut -d'-' -f1-3)
echo "=== Weekly Review: ${FILE_DATE} ==="
cat "$f"
echo ""
done
3. Read All Daily Notes for the Month
bash
YEAR=$(date +%Y)
MONTH=$(date +%m)
ls /data/notes/daily/${YEAR}-${MONTH}-*.md 2>/dev/null | while read f; do
echo "=== $(basename $f .md) ==="
cat "$f"
echo ""
done
4. Consolidate Monthly Tasks
Across all daily notes for the month:
- •Count total tasks created, completed, and abandoned
- •Identify recurring themes in tasks
- •Find tasks that persisted across multiple weeks (chronic open items)
- •Track task velocity (tasks completed per week trend)
5. Fetch Deep Productivity Analytics via WorkIQ
bash
workiq ask -q "Provide my detailed productivity analytics for $(date +%B) $(date +%Y): 1) Total meetings and hours, broken down by week, 2) Meeting-free time blocks (deep work hours), 3) Top 10 collaborators with interaction frequency, 4) Email volume trends (sent vs received per week), 5) Teams message activity, 6) Documents I created or edited, 7) My busiest and quietest days, 8) After-hours activity. Format as structured sections."
6. Fetch Goal and Project Progress via WorkIQ
bash
workiq ask -q "Based on my activity this month ($(date +%B) $(date +%Y)), what topics and projects did I spend the most time on? Analyze my meetings, emails, Teams conversations, and document edits to identify my top 5 focus areas and estimate the relative time spent on each."
7. Read Topic Notes Updated This Month
bash
find /data/notes/topics/ -name '*.md' -mtime -30 -exec basename {} .md \;
8. Compose the Monthly Review
Write to /data/notes/monthly/<year>-<month>-monthly.md:
markdown
# Monthly Review: <Month Name> <Year> ## Month at a Glance - **Days with notes**: X of Y workdays - **Weekly reviews completed**: X - **Total tasks created**: X - **Total tasks completed**: X (Y%) - **Total meetings**: X (Z hours) ## Key Accomplishments - <major accomplishment from completed tasks and meetings> - <accomplishment> - <accomplishment> ## Focus Areas | Area | Estimated Time | Trend | |------|---------------|-------| | <project/topic> | X hours | up/down/stable | | <project/topic> | X hours | up/down/stable | ## Productivity Metrics ### Meetings - **Total**: X meetings, Y hours - **Weekly breakdown**: W1: Xh, W2: Xh, W3: Xh, W4: Xh - **Deep work hours** (meeting-free blocks): X hours ### Communication - **Emails**: X sent / Y received - **Teams**: X messages - **Top collaborators**: <name1>, <name2>, <name3> ### After Hours - **After-hours activity**: X occurrences - **Pattern**: <observation> ## Task Velocity - **Week 1**: X created / Y completed - **Week 2**: X created / Y completed - **Week 3**: X created / Y completed - **Week 4**: X created / Y completed - **Trend**: improving / declining / stable ## Chronic Open Items (Tasks open for 2+ weeks) - [ ] <chronic task> -- open since <date> ## Topics and Knowledge Areas - <topic 1> -- <what changed this month> - <topic 2> -- <what changed this month> ## Reflections and Goals ### What went well - (to be filled by user) ### What could improve - (to be filled by user) ### Goals for next month - (to be filled by user)
9. Save the Review
bash
YEAR=$(date +%Y) MONTH=$(date +%m) mkdir -p /data/notes/monthly
Write to /data/notes/monthly/${YEAR}-${MONTH}-monthly.md.
10. Summary
Present the monthly highlights to the user, including:
- •Productivity trend compared to available weekly data
- •Top accomplishments
- •Areas that need attention
- •Chronic open items that should be addressed or dropped