Best Laid Plans Technique Spotlight: Monthly Review EP: 17
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Nov 16, 2020 A clear breakdown of a monthly review process with practical steps to celebrate wins and decide what to do with unfinished tasks. Walkthrough of monthly budget reconciliation and tips for planning big upcoming events with a partner. Guidance on setting realistic monthly actions, choosing one to three habit goals, planning logistics 60 days ahead, and checking reading lists and library holds.
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Review Prior Month Goals And Decide Their Fate
- Review last month's goals and lists and decide whether to move, table, delegate, or drop each incomplete task.
- Sarah Hart-Unger celebrates successes, forwards priorities to next month, delegates when appropriate, and deliberately deletes low-value tasks.
Reconcile Monthly Budget Every Month
- Reconcile your monthly budget by entering any missing credit card transactions and allocating next month's dollars.
- Sarah spends about an hour each month in You Need a Budget to keep spending and savings current.
Discuss Big Upcoming Events With Your Partner
- Review big upcoming events with your partner (or relevant person) to avoid logistical surprises.
- Sarah uses the monthly review to discuss events like Thanksgiving with her husband so plans aren't left to last-minute tired evenings.