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.