At the end of the month, it is really easy to just flip the calendar and move on. Then a few months later, you realize that you never stopped to ask what was actually working for you.

This Month-End Review Mini-Checklist gives you a quick way to pause, look back and carry the good stuff forward. It is short, simple and easy to reuse every month.

What this mini-checklist is

The Month-End Review Mini-Checklist is a two-page printable reflection sheet that you can:

• Print and fill out by hand.
• Use on a tablet or laptop with your favorite PDF annotation app.

It is a freebie, so you get a simple focused review page without any extra clutter. You can use it on its own or pair it with your favorite planner or goal system.

A closer look at the pages

Page 1: Gentle month-end reflection

Prompts on this page:

• What went well this month?
  Space to capture what felt smooth, satisfying or encouraging.
• One thing I want to do differently next month.
  A spot for a small habit tweak, a routine change or a mindset shift.

Page 2: Wins, carry-forwards and celebrations

Prompts on this page:

• Top 3 accomplishments I’m proud of.
  A simple “top three” list so you can see what you actually finished.
• Tasks or habits to carry forward.
  Things that worked and deserve a spot next month.
• One small win to celebrate.
  Even on a messy month you can find at least one bright spot.

This page helps you end the month feeling clearer and a little more encouraged instead of just thinking about what did not happen.

What you receive

When you download this freebie you will receive:

• Month-End Review Mini Checklist (2-page PDF) — Print on a regular letter-size paper or use digitally.
• Quick-Start Guide (PDF) — A short guide that walks you through how to use the mini-checklist each month and gives you ideas for building a simple month-end routine.
• Personal Use License (PDF) — Details on how you can use this freebie for your own planning.

Please note, this printable is for personal use only. It is not for resale, redistribution or commercial use.

How to use it each month

You do not need a big system to make this work. Try this simple routine:

1. Pick a quiet pocket of time near the end of the month.
2. Print the checklist or open it on your tablet.
3. Start with What went well this month? and give yourself a few honest lines.
4. Choose one thing you want to adjust for next month. Keep it small so it is realistic.
5. List your top three accomplishments then pick one small win to celebrate.
6. Tuck the finished page into your planner, binder or notebook so you can glance back next month.

Use a fresh copy every month and you will build a little record of progress over time.

Who this freebie is for

This mini-checklist is a good fit if:

• You want a simple way to reflect at the end of the month.
• You are tired of complicated goal systems that take all afternoon to fill out.
• You like the idea of monthly check-ins but never stick with them.
• You want a printable that plays nicely with the planner you already use.

It is a nice companion to more detailed goal planners and trackers, including the other templates in my Etsy shop.

Download your Month-End Review Mini-Checklist

When the file is ready you will be able to download it directly from this post. No sign-ups and no extra steps.

Get a simple, no-nonsense printable checklist to help you wrap up each month with clarity. Perfect for quick reviews, budget wrap-ups, and goal tracking.

👉 Download Your Free Checklist Here

What you’ll get:

• 2-page Month-End Review Mini-Checklist
• Letter size (8.5″ x 11″)
• Designed for personal use (print or use with a PDF annotation app)

Once the file is uploaded, this link will open the PDF in a new tab so you can save or print it from your browser.