Quick answer
A Monthly Review template captures what the project taught you — so the next one starts smarter — download it, copy the structure, and follow the step-by-step guide below.
What is a Monthly Review template?
A Monthly Review template captures what the project taught you — so the next one starts smarter. Instead of rebuilding it every time, you fill in the blanks — consistent output, no forgotten fields.
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What’s inside
| Section | Purpose |
|---|---|
| What happened | |
| Root cause | |
| Keep doing | |
| Stop doing | |
| Start doing | |
| Actions |
Step-by-step: how to use it
- Copy the template — keep a clean master; fill a duplicate.
- Fill the context fields first — name, date, owner — the header fields everyone reads.
- Complete the main sections — work top to bottom; leave nothing blank without a reason.
- Review with the people it affects — a template filled alone is a guess.
- Store it where the team can find it — your PM tool or shared drive, not your desktop.
Filled-in example (excerpt)
| Section | Example entry |
|---|---|
| What happened | Example content for what happened |
| Root cause | Example content for root cause |
| Status | In progress |
Tips that make it work
- Keep it short — fields nobody fills get deleted, not tolerated.
- One owner per document — shared filling usually means nobody fills.
- Version it — date each update; old copies cause real confusion.
- Move it into your PM tool — a template in Doitify stays current; a static file goes stale.
Bottom line
A Monthly Review template captures what the project taught you — so the next one starts smarter — download it, copy the structure, and follow the step-by-step guide below.
FAQ
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Move projects forward without the chaos: all your tasks, progress, and team reports in one unified workspace. Built for companies, startups, and remote teams — with a quick setup and a free trial.
