![[USV Workflow Callout]] > [!INFO] Video Example > For an unfiltered example on how I ACTUALLY follow my monthly review workflow, you can watch the following video: >  To create a new monthly review, I run the following command: `📆 Create Monthly Note (ex. 2022-M07)` ## Recap The first part of your monthly review to analyze your weekly reviews and progress from a higher-order perspective 🌌 Whenever you discover something of importance or insight, consider quickly jotting it down in the appropriate place [[#Reflection]]. Use those questions as guiding lights for what you are trying to unearth as you review your month. ### Weeks This is where you will see a summary of your weeks, highlighting the important parts like the summary and your biggest personal achievements. ### Key Metrics Where the values you were tracking in your daily notes get visualized and averaged out. In the Ultimate Starter Vault, the default are - the four energies (see [[Energy is multi-dimensional]]) - A meditation habit #### Wheel of Life A reminder to see how well we are doing in the areas of the [[Wheel of life]]. This takes the values from the weekly note and calculates the averages. ### Tasks If using the tasks plugin, see which tasks and projects you completed throughout the month. ## Reflection During the `Reflection` part of your weekly review, you transform your recap into insights for growth and understanding, also summarizing it even more when you look at this review from the monthly perspective. > [!TIP]+ Keep it actionable! > Whenever you have something you want to remember (tasks, reminders) for your planning session in your next periodic review, turn it into a markdown checkbox to see it in the [[#Action Items]] of your next periodic review > > - [ ] like this ### Goal Reflection For the goals and projects you worked on, head over to the `Productivity` header to reflect upon your progress. For finished goals, follow [[My goal setting workflow#Finishing a goal]] ### Wheel of Life Rate yourself in each [[Wheel of life]] area to gauge whether you are on the right path for your ideal values created in your [[Yearly reviews]] After your reflection is over, it's time to do the planning process for the monthly ahead in the next weekly ;) ## Plan Create the review note for the next month and gain clarity on what you want to do. ### Action Items `### Action items` will look for all the uncompleted tasks `- [ ]` in the last perioidic review note so you remember the actionable things you wanted to work on or reminders to guide your planning ### Goals If there is any upcoming goal or outcome you are looking to achieve that wasn't clarified enough by your quarterly goals, you can turn to [[My goal setting workflow]] to create monthly goals