# Month Review

> Monthly review and next-month planning for Obsidian monthly planning files and quarterly OKR notes. Analyze one month’s progress, map it into each quarterly objective, and update the objective-first monthly review area plus the month overview block without duplicating month headings. Use when the user asks for “月度复盘”“月总结”“下月计划”“OKR 回顾”“OKR 对齐”“month review” or similar month-level review/planning tasks.

- Skill: `majiayu000/month-review` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds add majiayu000/month-review`
- Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/month-review/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Product & Planning
- Author: majiayu000 (https://skillmd.com/u/majiayu000)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/majiayu000/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](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:
     ```bash
     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:
     ```bash
     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.

