How To Create A Successful Monthly Reset Routine
It’s easy to end the month and just move on like nothing happened. Maybe you didn’t have the best month or perhaps it was fantastic… Either way, it’s essential to review your month. If you tend to end your month without reviewing your goals, what’s working, what’s not working, etc., I think it’s time you created a monthly reset routine!
The goal of a monthly reset is to set yourself up for success for the following month. Have you ever set a goal and then didn’t achieve it so you just rolled it over to the next month only to keep doing that all year? Doing a monthly reset would help you stop that cycle!
Another fantastic way to review your month is to journal. I’m sure you have heard of journaling or have even done it yourself. Sometimes sitting down with your thoughts can be a productive way to review and plan.
If you need more structure and organization in your life and want to start being intentional with your monthly plans then keep reading and learn how to set up your own monthly reset.
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Why you need a monthly reset routine
As we discussed before, having a reset routine is helpful for many reasons but mainly it helps you see what’s working, what’s not working, your goal progress, and how you can keep growing.
It’s also a great time to see what tasks you need to do or have been slacking on. Since life is busy it’s not uncommon for things to slip by so sitting down and reflecting on the month can show the areas that need some love!
A few benefits of having a monthly reset routine:
- Increased productivity because you are reviewing your systems
- More likely to achieve your goals
- It’s a form of self-care (yes, personal development can be self-care!)
- Good for your mental health – checking in with yourself regularly will help with stress
Monthly reset routine themes
Are you the type of person that likes staying on one type of task until everything is done? If you are a fan of task batching you might like creating themed monthly reset routines.
It will really just depend on what you like, what your lifestyle is like, and how you find yourself most productive. For example, if you are a student you might find a school-focused reset more helpful. Or if you are a mom you might find a household-focused reset more useful.
Here are some examples of themed monthly reset routines:
- Around the house – think things like organization, household chores, life admin tasks
- Goals – focus primarily on your goals and things related
- Health – things like your physical health, mental health, emotional health, etc.
- Work – if you work for yourself you might want want to review your progress, productivity, etc.
- School – for those of you that want to stay super organized with your school tasks
Of course, you can pick one theme or include a little bit of everything. I personally like to include a little bit of everything so I know that each part of my life is being taken care of.
How to create your monthly reset routine
Doing a monthly reset is super helpful as we discussed above, however, if you don’t go into it with a plan and a routine to follow, it can be wasted time. You want to be as intentional as you can with your reset routine! Here is how to create a great monthly reset routine.
Step 1: Determine what you want to focus on
So, just like we talked about before, it’s good to have an idea of what you want your monthly reset to focus on. Do you want a theme? Do you want to focus on a little bit of everything?
Personally, I focus on all aspects of my life. I like to have a cleaning list, some life admin tasks, goal reflection, etc. It feels well-rounded and like I am keeping up with all the essential areas of my life in a small way each month.
Step 2: Set a date for your monthly reset routine
This is more important than you may think it is! Setting a date where you reset is crucial because it helps you create a routine and it’s not as easy to just put off. If you want to do it on the last day of the month or the weekend before the end of the month… doesn’t matter! Just find a day that works for you and schedule it in your planner.
Step 3: Brain dump
The fun part! Spend some time writing down all the things you would like to do each month. Make a big long list. Not everything will make it onto your monthly checklist.
If you are doing a themed monthly reset think of things that you want to review. If you are doing a household monthly reset you might focus on things that need to be cleaned or organized, bills to pay, appointments to make, reviewing financials, etc.
Anything you can think of gets written down! You can organize the list later. This is going to guide your reset so spend some time on it.
Step 4: Create a checklist
With that big long list of things you brain dumped, you are now going to make a checklist that you follow every month.
Here is where you can decide what is most important and should be reviewed each month and what is something you can put onto your to-do list.
Keeping with the last example of a household-themed routine – you might make a few sections on your checklist reflecting things you want to get done.
- Household chores may include washing bedsheets, deep cleaning the bathroom, cleaning out the pantry
- Financial may include paying bills, reviewing bank accounts, budgeting (I love the clever fox budget planner btw!)
You can do this any way you want. Since I do a more holistic routine I break mine down into sections like goals, health, life admin, household, etc. I have less on each list but that’s okay!
Once you have everything broken down into sections you can write it down on a piece of paper, keep it in a journal, print it out, create a template on canva… as long as you have it somewhere and you can use it again (rewrite, reprint, etc.) that’s all that matters!
Step 5: Reflection
Decide what you are going to reflect on. Are you doing to be reviewing goals? Do you like to journal?
Reflecting on your past month whether it’s about your goal progress or even just how much you did around the house… it’s important to know what is working for you!
So, decide how you are going to reflect on your month.
Some ideas for reflection:
- Journal about it using the prompts below
- Track habits throughout the month
- Set milestones each month to review progress
- Reflect based on mood – how you have been feeling the most month
- Holistic check-in – see how you have been taking care of yourself in all aspects of life (you could even use the wheel of life assessment)
Step 6: Re-do each month
That’s it! Your monthly reset routine is created and you can now do it each month. The important thing to remember is that you can tweak it each month to fit your needs, it’s never set in stone.
So, to review: decide on your monthly reset focus (themed, mix of things), pick a date, brain dump everything you want to include, create a super awesome checklist (remember to make sections), and then reflect!
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- How To Create A Simple Goal Focused Weekly Plan
End of the month journal prompts
- What went well this month?
- What challenges did I face this month? How did I deal with them/ overcome them?
- What did I accomplish this month?
- What was something I didn’t have time for this month?
- Where did I spend most of my money?
- What life lesson did I learn this month?
- What is something I wish I did differently?
- How did I take care of myself this month?
- What is something fun that happened this month?
- What will I focus on next month?
Hopefully you have a better idea on how to create your own monthly reset routine. It doesn’t need to be anything too fancy or complicated. Its all about what will work for you and your lifestyle!
Do you currently have a reset routine? What do you include in it?
Great ideas! Thanks for sharing!
Thanks for reading, Kim!!
Never thought of doing this before but as October is approaching I’ll give it a try. Bookmarked for later!
I hope you find it helpful 🙂
Brain dump and reflection are so important. Thank you for including them in the list. Great post!
Thank you so much!
Great ideas! I find checklists to be so super helpful – it feels great to be able to check things off. I also really like the idea of the brain dump – that seems both cathartic and a great way to get organized. Thanks for the ideas!
I love a good brain dump! Really helps you feel less stressed haha
great stuff thanks for sharing
Thanks so much, Jimmy!
I actually never thought I needed a monthly reset routine. I discovered something new today. Great tips!
Love to hear that!!
Thanks for sharing, im usually disorganized and do things half way before jumping into other things, your post has opened my eyes to why I should be organized.
Love that! Hope you find a way to get organized that works for you 🙂
This information is so timely and much needed. Thanks for sharing.
So glad it was helpful 🙂
I loved this post! Weekly and monthly resets are my favourite things. They make me feel so organized and ready to tackle the month. It’s also a great outlet to get any creativity or stress out.
So true. It feels great to be organized! And good point about an outlet for creativity!
Great productivity tips. Taking some time to plan can create so much time overall!
Right? Thanks for reading!
Great tips! Juggling life can be tough! I like the idea to make checklists to help. Thanks for sharing!
I love a good checklist! haha
I love that you broke this list down by category, etc. This is super helpful!! Thanks Deanna. 😊
So happy to hear that!
Great ideas! Love your blog!
Thank you ❤
I like the idea of a monthly reset, didn’t think of that one. Thank you for sharing.
Thanks for reading 🙂
Love this! Doing a reset is a great idea to review the month and plan better for the next. I’ll try it out!
Hope it works for you, Soo!
I love the idea of a monthly reset! Great advice for starting every month right. I look forward to reading more articles!
Thanks so much!!
Always good to hear these tips! I have more of a daily routine that keeps me on track!
That is awesome! Its all about what works for you 🙂