Monthly personal review template
Boards don't ask "did you feel productive?". They ask what the numbers were, why, and what happens next. A monthly personal review works the same way and takes 30 to 60 minutes.
How to run a board-style monthly review
1. Progress against targets
List every initiative with its target, actual result and percentage achieved. Mark each as on track, slightly behind or off track. Stick to the numbers here; explanations come next.
2. What drove the results
For anything well ahead or behind, write one or two lines on why. Look for causes you can act on: schedule, energy, environment, the target itself.
3. What to adjust
Decide on a small number of actions for next month. Each should be specific and have a clear owner (you) and timing. Change a target only when it's clearly wrong, not because one month was hard.
4. Follow up
Start next month's review by checking whether last month's actions were done.
Template layout
- Summary: two or three sentences on the month overall.
- Scorecard: the table below.
- Commentary: what drove the main results.
- Matters arising: actions from last month and whether they were done.
- Decisions and actions: what changes for next month.
| Initiative | Target | Actual | % of target | Status | Comment |
|---|---|---|---|---|---|
Example review
Summary: A solid month for saving and study; running fell behind during a busy fortnight at work.
| Initiative | Target | Actual | % of target | Status | Comment |
|---|---|---|---|---|---|
| Running | 40 km | 28 km | 70% | Off track | No runs in weeks 2–3 |
| Saving | $400 | $420 | 105% | On track | Cut takeaway |
| Focused learning | 8 hours | 7.5 hours | 94% | On track | Steady |
| Alcohol-free days | 20 days | 17 days | 85% | Slightly behind | Two weekends away |
Commentary: Running slipped when work ran late; evening runs kept getting skipped.
Decisions and actions:
- Move two runs a week to the morning before work.
- Keep the running target at 40 km and review again next month.
- Plan one alcohol-free option before each weekend away.
Use the monthly report in the app
Personal Governance builds this board-style report for you from your daily logs, including the scorecard, off-track items and a space to record actions that carry into next month. You can review it on your own or share it read-only with a mentor. Create a free account to get your first monthly report. No card required — you only need an email.
Need targets to review? Start with the personal strategic plan template and personal KPI examples.