Monthly Review Template (Printable PDF & GoodNotes)
A monthly reflection page. First rate six parts of the month from 1 to 5: energy, focus, health, relationships, money and joy. Then fill four boxes: wins, lessons, what drained me, and next month's focus. It takes about fifteen minutes and makes the next month's plan much easier.
- Printable US Letter8.5 × 11 in, white paper
- Printable A4210 × 297 mm, white paper
- iPad / GoodNotesAlso Notability and Noteshelf
- E-ink tabletreMarkable, Kindle Scribe, Boox
Free PDF, 1 page, undated. No sign-up needed.
Shown for iPad in the Sage Botanical theme. Printable downloads use white paper (there's a dark mode preview below); the e-ink version is black and white.
One page, ready to fill in.
- 1–5 ratings for energy, focus, health, relationships, money and joy
- Boxes for wins, lessons, what drained me and next month's focus
- A “Month” line at the top, so it works for any month and year
Getting the most from a monthly review.
Rate first, write second
Circle the six ratings quickly, without overthinking. The numbers give you a snapshot before you start explaining, and comparing them month to month shows trends you might not notice in the writing.
Count small wins
The wins box is for anything that went right: a hard conversation you had, a week you stuck to your budget, a walk you didn't skip. If you only write big achievements, most months will look empty.
Be honest about what drained you
This box is the most useful one. Late nights, a certain meeting, scrolling, one draining friendship: when the same thing shows up two months running, you know what to change.
Pick one focus, not five
Next month's focus works best as one or two lines. Choose the area with the lowest rating, or the thing that drained you most, and decide one change. Write it on next month's calendar page too.
Do it on the last weekend of the month
Put a recurring reminder on your calendar. Reviewing before the new month starts means your focus can shape the plan, rather than being an afterthought in week two.
Included in 26 planners
This template is a page in each of these planners. Open one to see everything else that comes with it.
- All-in-One Life Planner
- Weekly Planner
- Goal Planner
- Academic Planner (Aug–Jul)
- Wellness & Self-Care Planner
- Bible Study & Faith Planner
- Christian Planner
- Prayer Journal
- Gratitude Journal
- Habit Tracker Planner
- Undated Planner
- Digital Bullet Journal
- 18 Month Planner
- Dissertation Planner
- Monthly Planner
- Guided Journal
- 5 Year Planner
- Language Learning Planner
- Dream Journal
- Novel Writing Planner
- Trading Journal
- UPSC Planner
- Hourly Planner
- Desk Planner
- 2 Year Planner
- 3 Year Planner
Get it inside a full hyperlinked planner
The all-in-one life planner includes this page alongside dated month and week pages for your year, with side tabs and links between every page. Pick your device and theme, preview it free, and pay only when it's right.
- Dated pages for the whole year
- Tap a tab or a date to jump there
- GoodNotes, Notability, Samsung Notes, e-ink and print sizes
Opens the all-in-one life planner with the Monthly Reviews section switched on.
Or read about the all-in-one life planner first.
What is a monthly review?
A short check-in at the end of each month where you look at how it went, what you learned and what to change. This template structures it with six ratings and four writing boxes so it doesn't turn into a blank-page diary entry.
How long does a monthly review take?
Ten to twenty minutes. The ratings take a minute; most of the time goes on the four boxes. If you also keep a planner, flicking back through the month's pages first helps.
How is it different from the year in review?
The monthly review is shorter and practical: ratings, wins and one focus for next month. The year in review is a bigger reflection on moments, people and lessons. Many people use the monthly pages to fill in the yearly one.
Can I get it with the month already printed?
Yes, in a full planner. Each month gets its own dated review page, linked from the month's calendar, so you never need to write the month in.
