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Monthly Review
Client Info
Before we dive in complete this section so we can update your client file.
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This Month: Reflection
How do you feel about this month? [Rate from 1-5]
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How do you feel about this month? [Rate from 1-5]
1 stars
2 stars
3 stars
4 stars
5 stars
List everything significant that happened last month.
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Reflect on your
top three
things from the past month:
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-- Your biggest personal milestone
-- Your biggest professional accomplishment
-- Your most valuable lesson learned
Did you accomplish your goals for the month?
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Did you accomplish your goals for the month?
Yes
No
What, if any, goals/actions are you carrying over to next month?
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Next Month: Planning
Are your overall goals the same?
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What are your key projects for the next month?
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What are your top priorities?
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Are there projects that are weighing on you and should be delegated or discarded?
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Submit
