Monthly Review
Conduct a monthly review of project alignment and progress toward aims.
When to Use
- •First week of each month (RA will prompt)
- •After completing a major milestone
- •When feeling uncertain about direction
- •Before reporting to PI/collaborators
Execution Steps
1. Gather Context
Read these files:
- •
.research/project_telos.md- Aims and goals - •
.research/phase_checklist.md- Phase progress - •
.research/logs/weekly/*.md- All weekly reviews this month - •
.research/logs/monthly/- Previous monthly reviews - •
manuscript/- Manuscript progress - •Git log for the month
2. Generate Monthly Review
markdown
# Monthly Review: [MONTH YEAR] ## Executive Summary **Project**: [Project name from project_telos.md] **Current Phase**: [PHASE] **Overall Health**: 🟢 On Track / 🟡 Needs Attention / 🔴 At Risk ## Progress Against Aims ### Aim 1: [Title] - **Status**: [Not started / In progress / Complete] - **Progress this month**: - [Specific accomplishment] - [Specific accomplishment] - **Blockers**: [None / List] - **On track for completion?**: [Yes/No - by when] ### Aim 2: [Title] - **Status**: - **Progress this month**: - **Blockers**: - **On track?**: ### Aim 3: [Title] [Continue pattern] ## Phase Progress | Phase | Last Month | This Month | Change | |-------|------------|------------|--------| | SETUP | ✅ | ✅ | - | | PLANNING | 80% | ✅ | Completed | | DEVELOPMENT | 20% | 60% | +40% | | ANALYSIS | 0% | 10% | Started | | WRITING | 0% | 0% | - | | REVIEW | 0% | 0% | - | ## Manuscript Status | Section | Status | Last Updated | |---------|--------|--------------| | Background | [Draft/Revision/Complete] | [Date] | | Methods | [Draft/Revision/Complete] | [Date] | | Results | [Draft/Revision/Complete] | [Date] | | Discussion | [Not started/Draft/Complete] | [Date] | ## Key Metrics ### Productivity Dashboard | Metric | Target | Achieved | YTD Total | |--------|--------|----------|----------| | Weekly reviews completed | 4 | | | | Active coding days | 15 | | | | Commits | 20 | | | | Scripts documented | | | | | Figures generated | | | | | Manuscript sections drafted | | | | ### Pipeline - DVC stages defined: [N] - Pipeline runs successfully: [Yes/No] - Figures generated: [N] ### Off-Track Indicators Check for these warning signs: - [ ] Behind schedule by >2 weeks on milestones - [ ] Same blocker appearing across multiple weeks - [ ] Scope expanding without adjustment - [ ] Key decisions being deferred - [ ] Documentation falling behind ## Next Month Goals ### Must Complete 1. [Critical goal] 2. [Critical goal] ### Should Complete 1. [Important goal] 2. [Important goal] ### Stretch Goals 1. [Ambitious goal] ## Action Items - [ ] [Specific action from this review] - [ ] [Specific action] --- *Review completed: [TIMESTAMP]* *Next monthly review: [DATE]*
3. Save Review
Save to .research/logs/monthly/YYYY-MM.md
4. Suggest Next Steps
code
Monthly review saved! Based on your progress: A) Adjust project timeline or scope [If off-track indicators detected] B) Update aims or methodology [If direction has shifted] C) Plan next month's priorities Run /plan_week for immediate focus D) Continue with current work You're on track! What would you like to focus on?
Related Skills
- •
weekly-review- Tactical progress - •
quarterly-review- Strategic alignment - •
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