Phase 1: Review

Execute Oskar's monthly review and planning session. Use todoist-workflow skill for task management.

This is a comprehensive 3-phase process combining deep reflection and strategic forward planning at the monthly cadence.

Phase 1: Review

Step 1: Find or Create Monthly Note

Monthly notes use the format NNN - Month YYYY.md (e.g., 122 - February 2026.md).

Check if a monthly note exists for the current month:

• Search in vault root for the current month's note
• If not found, read the monthly-note-template.md and create the note
• The template uses frontmatter: aliases (month + year), previous/next links, tags: [monthly-notes]
• Determine the correct NNN prefix by checking existing monthly notes for the sequence

Step 2: Compile Weekly Summaries

Find weekly review entries from this month:

• Search Journal/ for entries containing "Weekly Review" in the filename from this month
• Read each weekly review entry
• Extract key themes, accomplishments, and patterns from each week
• This is the Fractal Journaling monthly compilation level

Step 3: Review Goal Progress

Read goal notes from Goals/ folder:

• Check all active goals (where done: false)
• Compare month's activity against goal objectives
• Check quarterly goals — is progress on track for the quarter?
• Identify stalled or blocked goals
• Note which goals are on-track vs need attention

Step 4: Review Project Progress

Read project notes from Projects/ folder:

• Check status property for active projects
• Review related meeting notes and journal entries for project activity
• Note milestones hit and blockers encountered
• Identify projects that need attention, escalation, or completion

Step 5: Identify Patterns

From the Fractal Journaling monthly compilation:

• Recurring themes across weeks
• Patterns in what gets done vs deferred
• Energy and productivity patterns
• Emerging interests or shifting priorities
• Monthly rhythms and seasonal factors

Step 6: Suggest Adjustments

Based on the review, suggest:

• Goals that may need revised timelines or approaches
• Projects that should be escalated, paused, or closed
• New goals or projects that have emerged from the month's activity
• Habits or workflows that could improve

Step 7: Ask for Reflections

Ask Oskar:

• What was the highlight of this month?
• What was the biggest challenge?
• What should change going forward?

Use AskUserQuestion or discuss conversationally based on Oskar's preference.

Phase 2: Plan

Step 8: Review Calendar for Next Month

Fetch next month's events:

• Use Google Calendar MCP tools (list-events with next month's date range)
• If Google Calendar MCP tools are unavailable, ask Oskar to describe major commitments for next month
• Identify busy periods, key deadlines, and available focus time
• Note this for task and project planning in later steps

Step 9: Deep Goal Review

Review all goals with strategic lens:

• Are current goals still relevant and aligned with priorities?
• Should any goals be closed (completed or abandoned)?
• Should any goals be paused (still valid but not right timing)?
• Are there new goals that should be created based on month's insights?

Propose changes and get Oskar's approval for:

• Closing goals (update done: true)
• Pausing goals (update status property)
• Creating new goals (use /vault-manager:goal after this review if needed)

Step 10: Deep Project Review

Review all projects with strategic lens:

• Propose status changes: activate, pause, complete, or archive projects
• For active projects, identify next actions and add them to the project note's ## Tasks section — the project note is the source of truth
• Check that each active project has a project-reference task in Todoist. If not, offer to create one.

Get Oskar's approval for:

• Status changes (update status property in project notes)
• New tasks added to project notes

Step 11: Promote from NEXT MONTH

Find tasks in NEXT MONTH project:

• Use find-tasks with the NEXT MONTH project ID from the todoist-workflow skill
• Based on calendar from Step 8 and goals/projects from Steps 9-10, propose which tasks to move to THIS MONTH
• Consider timing, capacity, and strategic priorities
• Get Oskar's approval
• Execute moves using update-tasks (change to THIS MONTH project ID)

Step 12: Review THIS MONTH

After promotions from NEXT MONTH, review the full THIS MONTH task list:

• Use find-tasks with the THIS MONTH project ID from the todoist-workflow skill
• Propose which tasks should move to THIS WEEK for the first week of the month
• Based on calendar availability and priorities, suggest appropriate due dates
• Get Oskar's approval
• Execute moves using update-tasks (change to THIS WEEK project ID and set dueString)

Phase 3: Wrap Up

Step 13: Update Monthly Note

Update the monthly note with review and planning summary:

• Add review summary section: themes, accomplishments, patterns, insights
• Add reflections from Oskar (Step 7)
• Add planning decisions: goal/project changes, task promotions, next month's focus
• Link to relevant weekly review entries, goal notes, and project notes via wikilinks

Step 14: Update Goal and Project Notes

Update notes with status changes from planning:

• Update done property or status property on goals as approved
• Update status property on projects as approved
• Add next action items to project notes
• Update progress notes with month's achievements

Step 15: Save Insights to Auto Memory

Update auto memory with:

• Monthly review insights and patterns
• Any new conventions or preferences expressed
• Goal and project status changes
• Planning decisions and rationale
• Strategic priorities for next month