Here are the steps for your monthly review:

  1. Review your Someday/Maybe list:
    • Skim the list, looking for anything you might want to move out of Someday/Maybe. Schedule those items into the coming month (soft dates or hard dates).
    • Delete any tasks that you no longer care about or which have expired.
  2. (Quarterly) Reassess where you are spending your time:
    • Open your strategic calendar.
    • Get out the time budget worksheets that you used to establish your strategic calendar (see Creating a Strategic Calendar and Goals and Values).
    • Are you moving toward your long-term goals? What changes do you need to make to keep moving forward?
    • What problems do you see with how you have been scheduling your time? Alter your strategic calendar to reflect any changes you need to make.