Month-End
Review Template

Reflection & Journaling Tools

A structured close to the month - capturing what happened,
what you learned, and what comes next.

What This Review Does

The gap between a busy month and a productive one is often visible only in hindsight. This template creates a consistent point to step back and look at the month as a whole - what actually got done, what didn't, and what the gap between those two lists reveals about your priorities, your systems, or your constraints.

The accomplishments section is not a formality. High-output leaders tend to move immediately to what didn't happen and skip past what did. Both directions matter. What you completed tells you what your actual priorities were. What you didn't tells you where your intentions and your reality diverged - and why.

The "why didn't it happen?" question is where the most useful material tends to surface. The instinct is to attribute incomplete items to circumstances. The more useful answer usually has something to do with how the work was structured, what got deprioritized, or what the month's actual constraints were. That answer shapes next month's approach in ways that a list of intentions cannot.

How to Use This Template

  1. Complete it at the end of the month, not mid-month. The value is in looking back at a complete period, not a partial one.
  2. List accomplishments before gaps. The order matters. Starting with what worked grounds the review in something concrete before moving into what needs attention.
  3. Be specific in the "why didn't it happen?" field. "Not enough time" is not an answer. The specific constraint, competing priority, or structural issue is.
  4. Write one lesson, not three. The biggest lesson from a month is the one thing that, if you had known it on the first of the month, would have changed how you approached something.
  5. Treat the one-word closing as a genuine intention. Pick a word that represents a state you will actually try to create, then test at the end of next month whether you did.
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Month-End Review

Top 3 Accomplishments
What did you achieve this month that you are proud of?
1.
2.
3.
What Didn't Get Done
What did you intend to complete but didn't?
1.
2.
Why didn't it happen?
2

Month-End Review (continued)

Biggest Lesson Learned
What is the most important thing you learned this month - about yourself, your work, or your context?
What's Working in My Development
What habits, behaviors, or practices produced good results this month?
What Needs to Change
What is one thing that, if you shifted it next month, would make the most difference?
Top 3 Priorities for Next Month
1.
2.
3.
One Word
How do you want next month to feel?
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Taking This Further

After You Complete the Review

Look at what you listed under "what needs to change." Did a version of that appear in last month's review? If so, what is the review revealing that the month itself hasn't been able to change?

Notes for your next coaching session:

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