Hi, this is Sarah Hart Unger from Best Lead Plans.

Today's episode is going to focus on the monthly review.

You probably remember, or maybe you don't, but back in episode two, we did an entire

episode focused on the weekly review, which is really a series of tasks that I like to

complete at the end of every single week to help me start my new week on the right foot.

Well, not surprisingly, there are also rituals that I have kind of come to develop over the

years for larger and smaller

blocks of time that we'll get into in the future. There is a big annual review I do at the end of the year.

There are quintile reviews or kind of like a quarterly review that I do once kind of a big section

of the year is starting or ending. And then there is the monthly review, which happens pretty predictably 12 times a year at the end of each month.

And during the monthly review, it's a time for you to look back on what you've accomplished,

decide on what's worth moving forward, and to put some of those practical nuts and bolts in place

so that you're not

kind of blindsided by them later in the month. So just like it did for the weekly review

episode, and again, that's episode number two. I've gotten a number of comments that were a lot

of people's favorite episodes, so definitely check that out if you haven't previously. I will

link it up on the show notes. But we're going to go through step by step

what I do as part of my monthly review. And first I want to notice, note that I don't always do

this review exactly at the last day of the month or the first day of the month. Usually,

if it's a weekday, I'm pretty busy. So everything gets tabled to the first weekend that's

going to happen. Or maybe if I know that I have

like a really open weekend towards the end of the month, I might do this early. There is some flexibility

...