# Monthly Review: [Month] [Year]

**Review Date**: [Date]
**Review Duration**: [Minutes]
**Life OS Version**: v1.0

---

## 📊 MONTH SNAPSHOT

**Overall Rating**: ⭐⭐⭐⭐☆ (4/5)
**Month Theme**: [Theme name]
**Key Outcome**: [One sentence summary]

### Quick Stats
- Weekly Reviews Completed: X/4-5
- Daily Plans Completed: X/20
- Goals Achieved: X/Y
- Habit Average: X%
- Life Area Average: X.X/10

---

## 🎯 PHASE 1: COLLECTED DATA

### Weekly Review Summary

**Week 1** (YYYY-W01):
- Top Win: [Win]
- Main Challenge: [Challenge]
- Completion: [X/Y goals]
- Energy: [High/Medium/Low]

**Week 2** (YYYY-W02):
- Top Win: [Win]
- Main Challenge: [Challenge]
- Completion: [X/Y goals]
- Energy: [High/Medium/Low]

**Week 3** (YYYY-W03):
- Top Win: [Win]
- Main Challenge: [Challenge]
- Completion: [X/Y goals]
- Energy: [High/Medium/Low]

**Week 4** (YYYY-W04):
- Top Win: [Win]
- Main Challenge: [Challenge]
- Completion: [X/Y goals]
- Energy: [High/Medium/Low]

**Week 5** (YYYY-W05) [if applicable]:
- Top Win: [Win]
- Main Challenge: [Challenge]
- Completion: [X/Y goals]
- Energy: [High/Medium/Low]

### Goal Progress Snapshot

### Life Area Scores (from latest assessment)

---

## 🔍 PHASE 2: PATTERN ANALYSIS

### 🏆 Win Patterns

**Consistent Winners** (appeared 2+ weeks):
- [Pattern 1]: [What worked and why]
- [Pattern 2]: [What worked and why]
- [Pattern 3]: [What worked and why]

**Life Areas with Momentum**:
- [Area]: [What's trending up]
- [Area]: [What's trending up]

**Success Factors**:
- [Factor 1]: [Why this contributed to wins]
- [Factor 2]: [Why this contributed to wins]

### 🚧 Challenge Patterns

**Recurring Challenges** (appeared 2+ weeks):
- [Challenge 1]: [Root cause analysis]
- [Challenge 2]: [Root cause analysis]
- [Challenge 3]: [Root cause analysis]

**Life Areas Needing Attention**:
- [Area]: [Why this needs focus]
- [Area]: [Why this needs focus]

**Systemic Issues**:
- [Issue 1]: [Underlying problem]
- [Issue 2]: [Underlying problem]

### 📈 Completion Metrics

**Consistency Scores**:

**Energy & Productivity**:

### 🎨 Life Area Momentum

---

## ✅ PHASE 3: GOAL & LIFE ASSESSMENT

### OKR Progress (0.0-1.0 scale)

**Objective 1**: [Name] | Score: X.X

**Objective 2**: [Name] | Score: X.X

**Objective 3**: [Name] | Score: X.X

### Monthly Goals Review

✅ **Completed** (X/Y):
- [Goal 1]: [Outcome/result]
- [Goal 2]: [Outcome/result]

🔄 **In Progress** (X/Y):
- [Goal 1]: X% complete - [Status]
- [Goal 2]: X% complete - [Status]

❌ **Not Started** (X/Y):
- [Goal 1]: [Why not started, still relevant?]

🚫 **Dropped** (X/Y):
- [Goal 1]: [Reason for dropping]

### Life Area Comparison

Compare to last month/assessment:

**Areas Improving** (↗️):
- [Area]: [Celebrate what's working]

**Areas Declining** (↘️):
- [Area]: [Why declining, plan to address]

**Areas Stagnant** (→):
- [Area]: [Why stuck, what to try differently]

### Time Allocation Analysis

### Habit Consistency Report

---

## 🚀 PHASE 4: NEXT MONTH PLAN

### Month Theme: [Theme Name]

**Why This Theme?**
[1-2 sentences explaining the choice based on patterns and assessment]

### Top 3-5 Priorities

**Priority 1**: [Specific outcome]
- Links to: [OKR/Goal/Life Area]
- Success looks like: [Measurable result]
- Key actions: [2-3 actions]

**Priority 2**: [Specific outcome]
- Links to: [OKR/Goal/Life Area]
- Success looks like: [Measurable result]
- Key actions: [2-3 actions]

**Priority 3**: [Specific outcome]
- Links to: [OKR/Goal/Life Area]
- Success looks like: [Measurable result]
- Key actions: [2-3 actions]

**Priority 4** [Optional]: [Specific outcome]
- Links to: [OKR/Goal/Life Area]
- Success looks like: [Measurable result]
- Key actions: [2-3 actions]

### Habit Adjustments

**KEEP** (Working well, X%+ consistency):
- [Habit 1]: [Why it's working]
- [Habit 2]: [Why it's working]

**MODIFY** (Needs tweaking):
- [Habit]: Change from [old] to [new]
  - Why: [Reason for change]

**DROP** (Not serving me):
- [Habit]: [Why dropping]

**ADD** (To support priorities - 1-2 max):
- [New Habit 1]: [Why adding, how it helps]
- [New Habit 2]: [Why adding, how it helps]

### Process Improvements

**Planning**:
- Experiment: [What to try for better planning]
- Expected benefit: [What this should improve]

**Execution**:
- Remove friction: [What to streamline]
- Add support: [What to add for easier execution]

**Tracking**:
- Simplify: [What metrics to drop/change]
- Focus: [What really matters]

**Energy Management**:
- Protect: [Energy-giving activities to prioritize]
- Minimize: [Energy-draining activities to reduce]

### Challenge Mitigation Plans

**Challenge 1**: [Recurring challenge]
- Root cause: [Why it keeps happening]
- Experiment: [One thing to try]
- Success metric: [How to measure if it worked]

**Challenge 2**: [Recurring challenge]
- Root cause: [Why it keeps happening]
- Experiment: [One thing to try]
- Success metric: [How to measure if it worked]

### Calendar Pre-Planning

**Blocked Time**:

### Success Metrics for Next Month

**Quantitative**:
- Metric 1: [Specific number, e.g., "Ship 2 features"]
- Metric 2: [Specific number, e.g., "Run 40 miles"]
- Metric 3: [Specific number, e.g., "Save $2000"]

**Qualitative**:
- Feeling: [How I want to feel, e.g., "Energized and in control"]
- Progress: [Directional sense, e.g., "Momentum on career goals"]

**Habit**:
- Target: [X% consistency on key habits]

**Balance**:
- [Life area] raised from X to Y
- No life area below [threshold]

---

## 💭 REFLECTIONS

### What I Learned This Month
- [Insight 1]
- [Insight 2]
- [Insight 3]

### What Surprised Me
- [Surprise 1]
- [Surprise 2]

### What I'm Grateful For
- [Gratitude 1]
- [Gratitude 2]
- [Gratitude 3]

### What I'm Looking Forward To
- [Anticipation 1]
- [Anticipation 2]

---

## 🔗 LINKS & REFERENCES

- **Previous Monthly Review**: memory/monthly/[YYYY-MM].md
- **Next Monthly Review**: memory/monthly/[YYYY-MM].md
- **This Month's Weeklies**: memory/weekly/YYYY-W{01-05}.md
- **Active Plan**: memory/plans/active-plan.md
- **Latest Assessment**: memory/assessments/latest.md

---

## 📝 NEXT ACTIONS

### Immediate (This Week)
- [ ] Update active-plan.md with new priorities
- [ ] Adjust habit tracking based on decisions
- [ ] Block calendar for next month
- [ ] [Other immediate action]

### Next Month
- [ ] Complete weekly reviews 4/4 weeks
- [ ] Ship Priority 1: [Outcome]
- [ ] Ship Priority 2: [Outcome]
- [ ] Ship Priority 3: [Outcome]
- [ ] Maintain habit consistency X%+

---

**Review Completed**: [Date & Time]
**Next Review Due**: [Last day of next month]
**Life OS Status**: 🟢 Active

/**
 * Aggregate wins from all weekly reviews in a month
 * Groups similar wins and identifies patterns
 */
function aggregateWins(weeklyReviews) {
  const allWins = weeklyReviews.flatMap(review => review.wins);

  // Group by life area or goal category
  const grouped = groupByCategory(allWins);

  // Identify recurring wins (appeared 2+ weeks)
  const recurring = findRecurring(allWins, threshold = 2);

  // Calculate win momentum by area
  const momentum = calculateMomentum(grouped);

  return {
    totalWins: allWins.length,
    byCategory: grouped,
    recurring: recurring,
    momentum: momentum,
    topWin: identifyTopWin(allWins)
  };
}

/**
 * Identify recurring challenges across weekly reviews
 * Classifies as systemic vs. situational
 */
function detectChallengePatterns(weeklyReviews) {
  const allChallenges = weeklyReviews.flatMap(review => review.challenges);

  // Find challenges appearing in multiple weeks
  const recurring = allChallenges.filter(challenge =>
    appearanceCount(challenge, allChallenges) >= 2
  );

  // Classify each recurring challenge
  const classified = recurring.map(challenge => ({
    challenge: challenge.text,
    frequency: appearanceCount(challenge, allChallenges),
    weeks: weeksAppeared(challenge, weeklyReviews),
    type: isSystemic(challenge) ? 'systemic' : 'situational',
    rootCause: inferRootCause(challenge, weeklyReviews)
  }));

  return {
    total: allChallenges.length,
    recurring: classified,
    systemic: classified.filter(c => c.type === 'systemic'),
    needsAction: classified.filter(c => c.frequency >= 3)
  };
}

/**
 * Calculate completion rates for reviews, goals, and habits
 */
function calculateCompletionRates(weeklyReviews, month) {
  const weeksInMonth = weeklyReviews.length;
  const daysInMonth = getDaysInMonth(month);

  // Weekly review completion
  const weeklyRate = weeksInMonth / expectedWeeks(month);

  // Daily planning completion (from weekly reviews)
  const dailyCompletions = weeklyReviews.reduce((sum, review) =>
    sum + review.dailyPlansCompleted, 0
  );
  const dailyRate = dailyCompletions / daysInMonth;

  // Goal completion
  const goals = extractGoals(weeklyReviews);
  const goalRate = goals.completed / goals.total;

  // Habit consistency (average across all habits)
  const habits = aggregateHabits(weeklyReviews);
  const habitRate = calculateAverageConsistency(habits);

  return {
    weekly: { rate: weeklyRate, target: 1.0 },
    daily: { rate: dailyRate, target: 0.8 },
    goals: { rate: goalRate, completed: goals.completed, total: goals.total },
    habits: { averageRate: habitRate, byHabit: habits }
  };
}

/**
 * Track momentum for each life area across the month
 * Compares to previous month/assessment
 */
function trackLifeAreaMomentum(weeklyReviews, currentAssessment, previousAssessment) {
  const lifeAreas = [
    'Health & Fitness', 'Career & Work', 'Finances',
    'Relationships', 'Personal Growth', 'Environment',
    'Recreation', 'Contribution', 'Spirituality', 'Life Vision'
  ];

  return lifeAreas.map(area => {
    const currentScore = currentAssessment.scores[area];
    const previousScore = previousAssessment?.scores[area] || currentScore;
    const change = currentScore - previousScore;

    // Extract wins/challenges related to this area from weeklies
    const areaWins = extractByLifeArea(weeklyReviews, area, 'wins');
    const areaChallenges = extractByLifeArea(weeklyReviews, area, 'challenges');

    return {
      area: area,
      currentScore: currentScore,
      previousScore: previousScore,
      change: change,
      trend: change > 0 ? '↗️' : change < 0 ? '↘️' : '→',
      wins: areaWins,
      challenges: areaChallenges,
      status: classifyStatus(currentScore, change)
    };
  });
}

/**
 * Calculate OKR progress from weekly data
 * Scores on 0.0-1.0 scale
 */
function calculateOKRProgress(activePlan, weeklyReviews) {
  const objectives = activePlan.objectives;

  return objectives.map(objective => {
    const keyResults = objective.keyResults.map(kr => {
      // Get latest progress from most recent weekly
      const latestProgress = getLatestKRProgress(kr, weeklyReviews);

      // Calculate score based on target vs. actual
      const score = latestProgress.actual / kr.target;

      // Identify blockers from challenges
      const blockers = identifyBlockers(kr, weeklyReviews);

      return {
        keyResult: kr.name,
        target: kr.target,
        actual: latestProgress.actual,
        score: Math.min(score, 1.0), // Cap at 1.0
        status: scoreToStatus(score),
        blockers: blockers
      };
    });

    // Objective score is average of KR scores
    const objectiveScore = average(keyResults.map(kr => kr.score));

    return {
      objective: objective.name,
      score: objectiveScore,
      keyResults: keyResults,
      onTrack: objectiveScore >= 0.7,
      needsAttention: objectiveScore < 0.5
    };
  });
}

/**
 * Analyze energy and productivity patterns across weeks
 */
function analyzeEnergyPatterns(weeklyReviews) {
  const weeklyData = weeklyReviews.map(review => ({
    week: review.week,
    energy: review.energyLevel, // 'High', 'Medium', 'Low'
    productivity: review.completionRate,
    wins: review.wins.length,
    challenges: review.challenges.length
  }));

  // Identify high/low energy weeks
  const highEnergyWeeks = weeklyData.filter(w => w.energy === 'High');
  const lowEnergyWeeks = weeklyData.filter(w => w.energy === 'Low');

  // Find productivity drivers (common to high-energy weeks)
  const drivers = identifyCommonFactors(highEnergyWeeks, weeklyReviews);

  // Find productivity drains (common to low-energy weeks)
  const drains = identifyCommonFactors(lowEnergyWeeks, weeklyReviews);

  return {
    highEnergyWeeks: highEnergyWeeks.map(w => w.week),
    lowEnergyWeeks: lowEnergyWeeks.map(w => w.week),
    averageEnergy: calculateAverageEnergy(weeklyData),
    productivityDrivers: drivers,
    productivityDrains: drains,
    bestWeek: identifyBestWeek(weeklyData),
    recommendation: generateEnergyRecommendation(weeklyData)
  };
}

/**
 * Aggregate habit consistency across all weeks in month
 */
function aggregateHabitConsistency(weeklyReviews, daysInMonth) {
  // Extract all tracked habits
  const habits = extractAllHabits(weeklyReviews);

  return habits.map(habit => {
    // Count completions from all weekly reviews
    const completions = countHabitCompletions(habit, weeklyReviews);
    const percentage = (completions / daysInMonth) * 100;

    // Find best streak
    const bestStreak = findBestStreak(habit, weeklyReviews);

    // Identify patterns (when it worked best)
    const patterns = identifyHabitPatterns(habit, weeklyReviews);

    // Classify strength
    const strength = percentage >= 80 ? '🟢 Strong' :
                     percentage >= 50 ? '🟡 Building' :
                     '🔴 Weak';

    // Recommendation
    const decision = percentage >= 80 ? 'KEEP' :
                     percentage >= 50 ? 'MODIFY' :
                     'DROP or REDESIGN';

    return {
      habit: habit.name,
      completions: completions,
      daysInMonth: daysInMonth,
      percentage: percentage,
      strength: strength,
      bestStreak: bestStreak,
      patterns: patterns,
      decision: decision
    };
  });
}

/**
 * Analyze how time was actually allocated vs. priorities
 */
function analyzeTimeAllocation(weeklyReviews, activePlan) {
  // Extract time logs from weekly reviews
  const timeLogs = weeklyReviews.flatMap(review => review.timeLogs || []);

  // Categorize time
  const categories = {
    priorityWork: 0,
    reactive: 0,
    maintenance: 0,
    misc: 0
  };

  timeLogs.forEach(log => {
    const category = categorizeTimeEntry(log, activePlan);
    categories[category] += log.hours;
  });

  const totalHours = Object.values(categories).reduce((a, b) => a + b, 0);

  const percentages = {
    priorityWork: (categories.priorityWork / totalHours) * 100,
    reactive: (categories.reactive / totalHours) * 100,
    maintenance: (categories.maintenance / totalHours) * 100,
    misc: (categories.misc / totalHours) * 100
  };

  // Check alignment with priorities
  const alignment =
    percentages.priorityWork >= 60 ? '✅ Time matches priorities' :
    percentages.reactive > 20 ? '⚠️ Too much reactive time' :
    '❌ Priority work underfunded';

  return {
    percentages: percentages,
    totalHours: totalHours,
    alignment: alignment,
    recommendation: generateTimeRecommendation(percentages)
  };
}

Weekly Reviews (4-5 files)
         ↓
    Aggregation
         ↓
  Pattern Detection
         ↓
     Assessment
         ↓
   Planning Phase
         ↓
Monthly Review Output
         ↓
   Update Active Plan
         ↓
   Next Month Execution

Aggregate monthly review data from the following weekly reviews:
- memory/weekly/2025-W01.md
- memory/weekly/2025-W02.md
- memory/weekly/2025-W03.md
- memory/weekly/2025-W04.md

Also read:
- memory/plans/active-plan.md
- memory/assessments/latest.md

Extract:
1. All wins and challenges from each week
2. Completion rates for goals and habits
3. Energy levels per week
4. Current OKR progress
5. Life area scores

Format the output for Phase 1 (COLLECT) of the monthly review.

Analyze the following aggregated monthly data and identify patterns:

[Paste aggregated data from Phase 1]

Provide:
1. Win patterns (recurring across 2+ weeks)
2. Challenge patterns (systemic vs. situational)
3. Completion metrics calculations
4. Energy and productivity patterns
5. Life area momentum (trending up/flat/down)

Format the output for Phase 2 (ANALYZE) of the monthly review.

Score OKR and goal progress for the month:

Active Plan: [Paste from active-plan.md]
Weekly Data: [Paste relevant progress data]
Life Assessment: [Paste life area scores]

Calculate:
1. OKR scores (0.0-1.0 scale) for each Key Result
2. Monthly goal status (completed/in progress/not started)
3. Life area changes (compare to previous month)
4. Time allocation vs. priorities
5. Habit consistency (percentage for each habit)

Format the output for Phase 3 (ASSESS) of the monthly review.

Create next month's plan based on patterns and assessment:

Patterns: [Paste from Phase 2]
Assessment: [Paste from Phase 3]

Generate:
1. Month theme (based on patterns)
2. Top 3-5 priorities (specific, measurable)
3. Habit adjustments (keep/modify/drop/add)
4. Process improvements
5. Challenge mitigation plans
6. Calendar pre-planning
7. Success metrics

Format the output for Phase 4 (PLAN) of the monthly review.

Generate a complete monthly review for [Month] [Year]:

Input files:
- memory/weekly/YYYY-W{01-05}.md (all weeks)
- memory/plans/active-plan.md
- memory/assessments/latest.md

Execute all 4 phases:
1. COLLECT - Aggregate all weekly data
2. ANALYZE - Identify patterns and trends
3. ASSESS - Score OKR/goal/life progress
4. PLAN - Design next month strategy

Output to: memory/monthly/YYYY-MM.md

Use the monthly review template and apply all aggregation algorithms.

## 🎯 QUARTERLY CHECKPOINT

### 90-Day Progress Review
- Quarter Goal: [Original quarterly objective]
- Progress: X% complete
- Key Wins: [Top 3 wins of quarter]
- Key Learnings: [Top 3 insights]

### OKR Final Scores
[Complete scoring of all quarterly OKRs]

### Next Quarter Theme
[Based on 3-month patterns, set next quarter theme]

### Adjustments for Next Quarter
[Major strategy or priority shifts needed]