Build a checklist for monthly reviews

Here’s a checklist for monthly reviews that can help you assess performance, goals, and key metrics. It’s designed to be comprehensive yet flexible, so you can adjust it to suit your needs.

Monthly Review Checklist

1. Financial Review

• Review income and expenses for the month.

• Analyze cash flow and ensure there are no discrepancies.

• Review budget vs. actual performance.

• Check savings and investments progress.

• Assess any unexpected costs or financial surprises.

2. Goals & Objectives

• Assess progress on monthly goals.

• Evaluate alignment with long-term objectives.

• Adjust or set new goals for the upcoming month.

• Check for any missed targets and strategize for improvement.

3. Work/Project Progress

• Evaluate ongoing projects for delays or challenges.

• Check key milestones and if they were achieved on time.

• Assess team performance and collaboration.

• Review productivity levels and any bottlenecks.

• Review project budgets and timelines to ensure everything is on track.

4. Performance & Productivity

• Review individual/team performance.

• Assess time management and task completion rates.

• Identify areas for improvement in work processes.

• Evaluate personal productivity (if relevant) or team productivity.

5. Marketing & Outreach

• Review social media engagement and growth metrics.

• Evaluate email campaigns and other marketing strategies.

• Check website traffic and conversions.

• Analyze the performance of paid ads or sponsored campaigns.

• Review lead generation and sales funnel.

6. Customer & Client Feedback

• Review customer/client feedback (surveys, reviews, etc.).

• Identify patterns in complaints or compliments.

• Evaluate response times and customer service quality.

• Check customer satisfaction scores.

7. Team & Staff Review

• Check employee performance (if applicable).

• Assess workload distribution and whether team members are overloaded.

• Identify training or development needs for team members.

• Check for team morale and engagement.

8. Personal Development

• Review progress on personal goals (if applicable).

• Evaluate skills learned or areas needing improvement.

• Reflect on work-life balance and mental well-being.

• Plan next steps for personal growth (courses, books, etc.).

9. Technology & Tools

• Check if any tools or software need updates or upgrades.

• Assess the effectiveness of current tools in your workflow.

• Evaluate team’s use of collaborative tools.

• Identify any tech issues or glitches that need resolving.

10. Operations & Processes

• Review internal processes for inefficiencies.

• Assess any new procedures that have been implemented.

• Identify any operational bottlenecks and find solutions.

• Review inventory levels (if applicable).

11. Legal & Compliance

• Check for any changes in regulations that may affect your business.

• Ensure contracts and agreements are up to date.

• Review any legal disputes or pending matters.

12. Reflection & Strategy

• Reflect on successes and challenges faced during the month.

• Adjust strategies based on insights from the review.

• Celebrate wins and acknowledge areas for growth.

• Set key priorities for the upcoming month.

This checklist can be adjusted based on the specific nature of your business or personal goals. Feel free to add or remove sections as necessary!