05/31/2026
Every month I do a full review and planning session. It takes about 90 minutes and it’s the reason I don’t start the month scrambling.
Here’s the structure:
1️⃣ Part 1: Reflect + Review
✓ Previous month review: wins, what didn’t happen, what it taught me
✓ Energy audit: battery check across life areas, what fueled me vs drained me
✓ Brain dump: get everything out of my head, then sort into keep/delegate/delete
2️⃣ Part 2: Close & Organize
✓ Close the month: archive projects, update systems, back up files, move pending tasks
✓ Finances: update dashboard, review expenses, set next month’s goals
✓ Content: log metrics, identify top performers, track posting consistency
3️⃣ Part 3: Plan Forward
✓ Emotional tone: how do I want to feel this month
✓ Top 3 priorities: what moves the needle, why it matters, what done looks like
✓ Plan the month: content themes, calendar blocks, rest, book & hobby of the month
✓ Habits: a few habits tied to the identity I’m building
I just posted a full deep dive walking through this entire system on YouTube — comment “JUNE” and I’ll send you the link.