- Item
- Workouts
- Goal
- 12
- Actual
- Empty
- Check
- Unchecked
TemplatesSpending & habits · Monthly review
Monthly review
When a month ends and you look back with numbers and scores by area, then pick what to do next month
What's inside · Table 3 · Checklist 3
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Monthly review
- Month start date
- Not set
- Month end
- Not set
Fill in this month's numbers table and answer each of the three questions in one line.
This month's numbers
| Item | GoalNumber | ActualNumber | CheckCheckbox |
|---|---|---|---|
| Workouts | 12 | Empty | Unchecked |
| Books read | 2 | Empty | Unchecked |
| Amount saved | Empty | Empty | Unchecked |
| Days of real rest | 4 | Empty | Unchecked |
- Item
- Books read
- Goal
- 2
- Actual
- Empty
- Check
- Unchecked
- Item
- Amount saved
- Goal
- Empty
- Actual
- Empty
- Check
- Unchecked
- Item
- Days of real rest
- Goal
- 4
- Actual
- Empty
- Check
- Unchecked
Three questions
1.
What did you do best this month?
2.
What was the hardest part?
3.
If you could change just one thing next month, what would it be?
Scores by area
| Area | Score (1–5)Number | One-liner |
|---|---|---|
| Work | Empty | Empty |
| Health | Empty | Empty |
| Relationships | Empty | Empty |
| Money | Empty | Empty |
| Learning | Empty | Empty |
| Rest | Empty | Empty |
- Area
- Work
- Score (1–5)
- Empty
- One-liner
- Empty
- Area
- Health
- Score (1–5)
- Empty
- One-liner
- Empty
- Area
- Relationships
- Score (1–5)
- Empty
- One-liner
- Empty
- Area
- Money
- Score (1–5)
- Empty
- One-liner
- Empty
- Area
- Learning
- Score (1–5)
- Empty
- One-liner
- Empty
- Area
- Rest
- Score (1–5)
- Empty
- One-liner
- Empty
Next month's to-dos
Pick three or fewer.
Next month's to-dos
- Area
- No labels
- Due date
- Not set
- Area
- No labels
- Due date
- Not set
- Area
- Rest
- Due date
- Not set
☐
Filled in this month's numbers.
☐
Scored each area.
☐
Chose three or fewer to-dos for next month.