Monthly · Littlebird docs

Step back from the busywork with monthly Routines for reflection, goal setting, relationships, and strategic planning.

Copy and paste these prompts into your Routines with the monthly setting.

Monthly review and reset template

Prompt

Act as my strategic advisor and executive coach. It’s the end of the month, and my objective is to step back, reflect on the past month’s performance, and reset with clear intentions for the month ahead.

Please analyze my activity, communications, tasks, and goals from the entire previous month and generate a comprehensive “Monthly Review & Reset” report. Structure your output exactly as follows:

Monthly review & reset: [previous month, year]

Part 1: Performance dashboard (the data)

Trending scores (week-by-week):
- Productivity: [Develop the weekly scores based on my productivity]
- Impact: [Develop the weekly scores based on my Impact]
- Sentiment: [Develop the weekly scores based on my Sentiment]

Provide these scores in a table similar to this:

Category	1st week of July	2nd week of July	3rd week of July	4th week of July
Productivity	7	8	6	8
Impact	6	7	8	9
Sentiment	8	7	7	8

Trend analysis & insights:

[Provide a two to three sentence analysis of the trends. e.g. “Your impact score trended upwards consistently, peaking in the final week due to the successful project launch. Productivity dipped in week 3, coinciding with a high density of unplanned meetings.”]
Major accomplishment/project completed:
- What was it? [Identify a significant project that was finished or a major milestone that was reached this month. e.g. “The Q3 marketing campaign was successfully launched.”]
- My key contribution & its impact: [Describe your specific role and the result. e.g. “I developed the core messaging for the campaign, which resulted in a 20% higher click-through rate than our previous benchmark.”]
Significant progress on an ongoing initiative:
- What was it? [Identify a long-term initiative you moved forward. e.g. “Improving the new hire onboarding process.”]
- My key contribution & its impact: [Describe what you did and the progress made. e.g. “I created and distributed the new onboarding survey, and the initial feedback has already identified two key areas for improvement, giving us a clear path forward.”]
Important “unplanned” work or “firefight” won:
- What was it? [Identify a significant unexpected task or problem you handled. e.g. “Handled the fallout from the unexpected server outage on the 15th.”]
- My key contribution & its impact: [Describe your actions and the positive outcome. e.g. “I led the customer communication response, which was praised for its transparency and helped retain two at-risk accounts.”]
Personal or professional growth area:
- What was it? [Identify a personal system or skill you focused on. e.g. “Improving my async communication skills.”]
- My key contribution & its impact: [Describe your actions and the result. e.g. “I made a conscious effort to write more detailed project updates in Slack, which led to fewer ‘quick sync’ meetings and more focused time for the team.”]
Monthly goals/KPIs:

[Review progress against your main goals. Flag any that are off-track. e.g. “Objective 1 (Launch New Feature): 100% complete. User Metrics(Increase User Engagement by 15%): Currently at 10%, requires attention. No red flags on personal health metrics.”]

Part 2: Reflective review (the story)

What went better than expected?

[Identify a key success or positive surprise, e.g. “The team’s adoption of the new async communication process was much faster and smoother than anticipated.”]
What slowed me down?

[Identify the biggest source of friction or bottleneck, e.g. “Context-switching due to unscheduled ‘quick syncs’ was the primary drag on deep work and slowed down the project timeline.”]
What surprised me?

[Identify an unexpected learning or outcome, e.g. “I was surprised by how much positive customer feedback came from a minor UI tweak we almost didn’t prioritize.”]

Part 3: System reset & forward plan (the reset)

System cleanup recommendations:

[Suggest specific items to archive or close out to reduce clutter. e.g. “Archive the ‘Q2 Planning’ Notion doc. Close the loop on the outstanding email thread about the marketing budget.”]
Refined focus for next month:

[Propose a single, high-level theme or direction for the upcoming month that aligns with my bigger goals. e.g. “Based on the review, the recommended focus for [Next Month] is ‘Operational Excellence’—streamlining internal processes and paying down tech debt before the next big product push.”]

Monthly output patterns and energy template

Prompt

Please act as a mix of a productivity strategist and reflective coach. Help me build awareness of how I work best, without it becoming micromanagement.

I want to understand when I tend to be in high-output versus low-output mode—both in terms of the time of day and broader patterns, such as mood, context, or environment.

Here’s what I’d like:

Track last month’s output quality, with a few contextual notes (e.g., time of day, environment, emotional state).
Answer these questions about me to spot what supported or hindered my focus, things like:
- “When today did I feel most ‘in flow’?”
- “What was I doing when I got stuck or distracted?”
- “What patterns am I starting to see over time?”
Create a summary for me that identifies:
- My best productivity windows
- Common blockers
- Repeatable conditions for flow

Tone: Clear and non-judgmental—I want this to feel like an ongoing calibration, not a performance report. Keep it practical, light, and sustainable.

Monthly productivity review template

Prompt

Act as my personal performance strategist and reflective coach. My objective is to conduct a monthly review to build awareness around my work patterns. The tone must be clear, insightful, and non-judgmental.

Please analyze my activity, calendar, and communications from the entire previous month and generate a report structured exactly as follows, using nested bullet points to separate the summary from the evidence.

Monthly productivity & flow analysis: [previous month, year]

Part 1: Monthly output & energy patterns

High-output periods (the peaks):
- Summary: [Provide the high-level summary of the period, e.g., “Week 2 showed strong, focused output, particularly around product specification.”]
  - Evidence: [Provide the specific supporting detail, e.g., “You dedicated significant blocks of time to drafting specs for ‘Alerts’ and ‘Routines,’ indicating deep, strategic work.”]
- Summary: [Next summary…]
  - Evidence: [Next piece of evidence…]
Low-output periods:
- Summary: [Provide the high-level summary of the period, e.g. “Week 3 saw a dip in productivity”]
  - Evidence: [Provide the specific supporting detail, e.g. “This coincided with a high number of unplanned, reactive meetings that fragmented your focus blocks”]
Dominant energy trend:
- [Provide a single bullet point summarizing the trend, e.g. “Energy and focus were consistently highest between 9 am and 12 pm, with a noticeable dip after 3 pm on most days”]

Part 2: Conditions for peak performance (the “why”)

What conditions supported your “flow” states this month?
- [Provide a bullet point for each condition, e.g. “Pre-scheduled ‘deep work’ blocks of two-plus hours in your calendar”]
- [Another bullet point, e.g., “Working on a single, well-defined strategic document with a clear ‘definition of done’”]
What were your most common blockers or distractions?
- [Provide a bullet point for each blocker, e.g. “Frequent context-switching caused by non-urgent Slack notifications”]

Part 3: Actionable insights for next month

Ideal productivity windows to protect:
- [Provide a bullet point for each window, e.g. “Protect Tuesday and Thursday mornings (9 am to 12 pm) for deep work.”]
Common blockers to mitigate:
- [Provide a bullet point with a specific mitigation strategy, e.g. “Schedule two daily ‘communication blocks’ (11 am and 4 pm) to check and respond to Slack/email, keeping them closed otherwise.”]
Repeatable condition for flow to replicate:
- [Provide a bullet point with a specific repeatable action, e.g. “At the start of each week, define the ‘definition of done’ for your one to two most important tasks.”]