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Monthly Review

Outcome Evaluation

Purpose

The Monthly Review exists to:

  • Evaluate outcome progress
  • Adjust timelines
  • Reflect on energy patterns

This is where you zoom out from tasks to see if outcomes are actually moving.

When

  • Once per month
  • 30–60 minutes
  • End of month or beginning of next

The Process

flowchart LR
    subgraph process ["MONTHLY REVIEW STEPS"]
        S1["1. Review<br/>outcome progress"]
        S2["2. Identify<br/>stalled outcomes"]
        S3["3. Evaluate<br/>deadlines"]
        S4["4. Reflect<br/>on energy"]
        S5["5. Adjust<br/>for next month"]
    end

    S1 --> S2 --> S3 --> S4 --> S5

    style S1 fill:#7c4dff,stroke:#5e35b1,color:#fff
    style S2 fill:#ffa726,stroke:#fb8c00,color:#fff
    style S3 fill:#42a5f5,stroke:#1e88e5,color:#fff
    style S4 fill:#66bb6a,stroke:#43a047,color:#fff
    style S5 fill:#ab47bc,stroke:#8e24aa,color:#fff
    style process fill:#fafafa,stroke:#bdbdbd

Step 1 — Review Outcome Progress

For each active outcome:

  • Has progress been made?
  • Is the deadline still realistic?
  • Are KPIs tracking as expected?

Step 2 — Identify Stalled Outcomes

Look for outcomes that haven't moved in weeks.

Ask:

  • Is this still important?
  • Is something blocking it?
  • Does it need to be rescoped or retired?

Step 3 — Evaluate Deadlines

For outcomes with deadlines in the next 1–2 months:

  • Are they still achievable?
  • Do they need adjustment?
  • Is there hidden work not yet captured?

Step 4 — Reflect on Energy

This month:

  • Where did energy go?
  • What felt sustainable?
  • What felt draining?
  • Were there patterns in avoidance?

Step 5 — Adjust for Next Month

Based on what you learned:

  • Update deadlines
  • Rescope outcomes
  • Add or remove work units

Key Questions

  • Which outcomes progressed?
  • Which stalled?
  • Were deadlines realistic?
  • What patterns emerged?

Output

A brief monthly note capturing:

  • Progress summary
  • Adjustments made
  • Energy observations

This feeds into quarterly reviews.

Closing

The monthly review is where outcomes get honest attention.

If outcomes are stalling, this is where you catch it early.