Month Review

Month Review

Use this skill to summarize one month from Plan/每日规划 and write the result into the matching quarterly OKR note under Plan/年度规划.

Read references/okr-month-review-patterns.md before editing. It captures the observed 2026 quarterly OKR structure, objective mapping, month-summary layout, and update rules.

Workflow

1. Resolve the target month. Default to the current month. Honor an explicit month from the user.
2. Locate the files needed:
   • Read the monthly planning file(s) for the target month. Since a month’s tasks may appear across two adjacent month files, read both if the target month contains a week that spans months:

     obsidian read path="Plan/每日规划/{YYYY}/Q{Q}/{YYYY.MM}.md"
     

   • Locate and read the matching quarterly OKR file. Map the target month to its quarter first: months 1-3 → 第一季度, 4-6 → 第二季度, 7-9 → 第三季度, 10-12 → 第四季度. Use obsidian search query="{YYYY} 第" if the exact filename is uncertain, then read it:

     obsidian read path="Plan/年度规划/{YYYY} OKR/{YYYY} 第{一|二|三|四}季度.md"
     

   Treat the quarter file structure as authoritative and reuse its existing month-review style.

3. Analyze month progress using the counting rules in the reference file. Prefer parent-task counts when parent tasks own child checkboxes. Use nested checkbox progress as supporting detail instead of double-counting.
4. Map the month’s outputs and misses into the quarterly objectives using the reference mapping. Reuse the current quarter’s O1-O4 headings exactly as written.
5. Update in place in the quarterly OKR file:
   • If appending a new month section under an objective, use obsidian append path="..." content="..." silent.
   • If patching an existing month placeholder or summary block, use the Edit tool directly on the vault file.
   • Do not create duplicate per-objective month headings or duplicate month-summary headings.
6. If the target month is still in progress, say 统计截至 {Today} in chat output and in the file where needed.
7. Keep insight concise. Prefer one short summary paragraph plus 1-3 next-month actions for each objective over raw task narration.

Output

• In chat, report work/personal progress, 3-6 milestones, 1-3 key patterns, and next-month focus by objective.
• In file, preserve the local OKR wording and section names already used in the quarterly note.

Guardrails

• If Obsidian is not running, fall back to reading vault files directly with the Read tool.
• Write to the quarterly OKR file, not to 2026 全年规划.md.
• Treat the objective-first monthly review area as the primary write target when it exists.
• Support objective headings that are not exact bare ## O1：... strings, such as emoji-prefixed headings.
• Ignore malformed checklist lines and explanatory bullets without checkboxes.
• If the quarterly OKR file is missing one of the expected objective sections, note the risk and update the existing structure as far as possible without inventing a new OKR taxonomy.