Run your monthly review to bridge weekly insights and quarterly goals
This skill runs your monthly review — aggregating weekly patterns, checking momentum against 90-day goals, and surfacing drift before it compounds into a quarterly miss.
Read the config file to find the vault location:
~/.config/engineering-os/config — parse VAULT_PATH=... and
ENGINEERING_OS_MODE=...%APPDATA%\engineering-os\config.ps1 — parse $env:VAULT_PATH and
$env:ENGINEERING_OS_MODEAll file references in this skill use $VAULT_PATH as the base directory.
If the config file does not exist, tell the user: "Engineering OS is not set up.
Run setup.sh (or setup.ps1 on Windows) from the plugin directory first."
Read the following files for context:
$VAULT_PATH/log/weekly/$VAULT_PATH/log/daily/$VAULT_PATH/goals/90_day.md$VAULT_PATH/memory.md for patterns and growth edges$VAULT_PATH/initiatives/_dashboard.md for initiative status$VAULT_PATH/log/monthly/ (if one exists)Summarize what you see across the month — momentum shifts, recurring themes, time allocation patterns, initiative progress.
Then ask me the following questions one at a time, wait for my response, then move to the next:
After I answer, create the monthly review at $VAULT_PATH/log/monthly/YYYY-MM.md
(e.g., 2026-02.md). Include:
# Monthly Review — YYYY-MM
*[Month name YYYY]*
---
## Month Summary
[2-3 sentence overview of what this month was about]
## 90-Day Goal Progress
### Priority 1: [Name]
**Trajectory:** [Accelerating / Steady / Stalling / Blocked]
[What moved, what didn't, key milestones]
### Priority 2: [Name]
**Trajectory:** [Accelerating / Steady / Stalling / Blocked]
[What moved, what didn't]
### Priority 3: [Name]
**Trajectory:** [Accelerating / Steady / Stalling / Blocked]
[What moved, what didn't]
## Initiative Status
[Quick update on each active initiative from dashboard]
## Patterns This Month
[Recurring themes from weekly reviews — where time went, energy patterns, decision quality]
[Cross-reference with memory.md — are growth edges improving or repeating?]
## Key Insight
[The most important realization from this month — tag with #insight]
## What I'm Avoiding
[Honest assessment of postponed or avoided work — this is the early warning system]
## Next Month's Focus
[Top 2-3 adjustments for next month to stay on track for the quarter]
---
*Reviewed: YYYY-MM-DD*
After creating the review:
memory.md — suggest them, don't add without
confirmationBe direct about trajectory. The point of a monthly review is to catch drift while there's still time to correct.