This is the fifth post in my series “An Evernote Review System for Busy Moms.” Today, we’re going to work on creating your monthly review list. For this review, we are going to first work on brainstorming the items you want to review on a monthly basis and then we’ll go ahead and set up your monthly review list in Evernote. Finally, we’ll create the notes you’ll review in your monthly review.
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This process will feel familiar as it is very similar to what we did with the weekly review. You should set aside 1-2 hours to complete this assignment.
Step One: Create a “Monthly Review” Notebook
The first thing you should do, if you haven’t already, is to create a new notebook in Evernote, called “Monthly Review.” This notebook will become part of your notebook stack called “Review System” where you will house your entire review system once it’s complete.
Step Two: Create a “Monthly Review” Note
Just like you did in your “Weekly Review” notebook, you will create a new note in your “Monthly Review” notebook and call it “0. Monthly Review.” Again, I find it useful to put a “0” in front of it so that it appears as the first note in the notebook.
Step Three: Brainstorm Items To Include In Your Monthly Review
Now you’re going to spend some time brainstorming the items you’d like to review on a monthly, quarterly, semi-annual, and annual basis. Although some of these items really only need to be reviewed quarterly, semi-annually, or annually, I prefer to keep them all in the monthly review to simplify the review process.
Some folks like to keep separate notebooks for these less frequent reviews, but this system of keeping them all under the umbrella of monthly review has worked really well for me. You may want to mark the ones you review on a quarterly, semi-annual, or annual basis with Q, S, or A.
Once you’re done brainstorming ideas, you’re ready to move on to Step Four.
Here’s a list of my monthly review items to give you an idea of what to include:
☐Monthly Calendar Update
☐Blog Planning (see notebook)
☐Date Night Planning
☐Family Business Planning
☐Party Planning (Birthdays, Anniversaries, etc.)
☐Kids – Book Lists
☐Kids – Classes/Therapies/School
☐Kids – Places to Go!
☐Sunday School Activities
☐Church Leadership Activities
☐Moms Group Activities
☐Personal Care for Family
☐Personal Care for Self
Step Four: Create a Checklist of Your Monthly Review List Items in Your Monthly Review Note.
Now that you have a list of your monthly review items. Go ahead and list them in the order you’d like to review them in your note called “0. Monthly Review,” like in my list shown above. You can list them either alphabetically or you can number them. You will be creating corresponding notes in the next step.
I recommend putting it in a checklist format so you can check them off as you complete them. Now that your list is complete you can go ahead and move on to Step Five.
Step Five: Create Notes For Each Monthly Review Item in Your Monthly Review Notebook
In this step, I want you to create a separate note for each item that you will review during your monthly (or quarterly, semi-annual, or annual) review. The notes will be created in the “Monthly Review” Notebook and listed in the same order as they’re listed in your “0. Monthly Review” note (don’t you feel super organized now!). Again, you can list them alphabetically, like I do, or you can number them.
In the next post in this series, we will be setting up your monthly review by spending some time completing these notes. For now, I just want you to focus getting the framework set up for this review.
Let me know how it’s going in the comments section below!