Productivity

Monthly Reset Checklist: 30+ Things to Do at the Beginning of Every Month

The first week of the month is like a clean slate.

Whether juggling deadlines, carpools, clients, or just trying to stay one step ahead of chaos, this monthly reset checklist is here to help.

It’s for the busy woman who wants to feel organized without having to color-code every corner of her life.

Let’s get into a realistic, doable list of things to check off at the beginning of each month to feel on top of your life—at home, at work, and if you’re a mom in the thick of family life, too.


1. Review Your Calendar (Before It Attacks You)

Look at the full month ahead.

Scan for birthdays, appointments, work events, custody changes, school closures, long weekends, and anything that might sneak up and derail your week.

What to do:

  • Mark all appointments in your planner, digital calendar, or both.
  • Add prep reminders (ex: “Buy gift for Ava’s party” 3 days before).
  • Double-check shared calendars with your partner or co-parent.

2. Set Monthly Intentions (Not Resolutions)

Instead of lofty goals, try a monthly intention. It’s less pressure and more focus.

Examples:

  • “Feel more rested.”
  • “Finish one book.”
  • “Make home feel less cluttered.”
  • “Have one no-spend week.”

Write it down. Put it somewhere visible—planner, phone lock screen, bathroom mirror.


3. Pay Bills + Review Auto-Pay

Don’t let late fees or surprise charges derail your budget.

Checklist:

  • Pay rent/mortgage, utilities, credit cards.
  • Review subscriptions—cancel what you’re not using.
  • Check for annual charges sneaking up.
  • Adjust automatic savings if needed.

4. Update Your Budget (The Real One)

Your monthly budget should reflect real life, not fantasy.

What to include:

  • One-time expenses (gifts, field trips, oil changes).
  • Fun money (yes, even if it’s just $20).
  • Savings goals.
  • Debt payments.

5. Meal Plan Just Enough to Function

You don’t need a color-coded chart. Just make a rough outline.

Try this:

  • Pick 3 go-to dinners.
  • Choose 2 easy breakfasts.
  • Plan 2 lunch options or leftovers.
  • Make a snack basket for grab-and-go.

Bonus: If you have kids, let them help choose a “fun dinner” once a week.


6. Declutter One Zone

Start the month with one small space that feels lighter.

Quick wins:

  • Purse or diaper bag.
  • Junk drawer.
  • Entryway.
  • That one closet that haunts you.

Set a 15-minute timer. Done is better than perfect.


7. Check Kids’ Calendars & School Stuff

If you’re a mom, the beginning of the month is a great time to prevent those “You didn’t sign the permission slip?!” mornings.

Do this:

  • Read all school newsletters.
  • Sign papers and put events on your calendar.
  • Check supply needs (lunch stuff, markers, new water bottle?).

8. Refill the Essentials

Avoid emergency Target runs. Take 5 minutes to scan what’s low.

Stock up on:

  • Paper goods
  • Cleaning supplies
  • Toiletries
  • Kids’ lunch items
  • Laundry detergent
  • Pet food

9. Do a Digital Declutter

This doesn’t mean inbox zero. Just a monthly sweep.

Ideas:

  • Delete old screenshots.
  • Archive unnecessary emails.
  • Unsubscribe from 5 junk emails.
  • Organize your desktop.

10. Clean Out the Fridge & Pantry

Toss the expired stuff and take mental note of what you already have.

Tips:

  • Wipe down shelves.
  • Group like with like (snacks, grains, breakfast).
  • Make a note of meals you can already make without shopping.

11. Schedule Appointments

If you wait, they won’t happen.

Book ahead:

  • Hair/nails
  • Oil change
  • Therapy
  • Doctor/dentist/kids’ checkups
  • Date night babysitter

12. Check Your Goals—But Be Real

Whether you’re working on a side hustle or just trying to sleep more, glance at your progress.

Ask:

  • What worked last month?
  • What do I want to improve?
  • What’s realistic for this month?

13. Reset Your Space

Do a quick tidy of the areas that set the tone for your day.

Focus on:

  • Bedroom
  • Kitchen sink area
  • Work desk/home office
  • Bathroom

14. Pick One Fun Thing to Look Forward To

Something just for you or your family. Doesn’t have to be expensive.

Ideas:

  • Family game night
  • Personal spa night
  • Hike or museum day
  • Solo coffee date

15. Change Air Filters, Wash Bedding, and Do That Monthly Chore

You know the one.

Examples:

  • Clean vacuum filter
  • Descale coffee machine
  • Wash shower curtain
  • Rotate mattress

16. Plan for Self-Care (Yes, Schedule It)

Real self-care isn’t always bubble baths—it’s boundaries, quiet time, and things that restore you.

Put on the calendar:

  • One night without a screen
  • One walk alone
  • One thing that makes you feel like you

17. Print or Refresh Your Monthly Planner Page

Whether you’re digital or paper-based, make this part easy.

Options:

  • Monthly overview page
  • Habit tracker
  • Notes section for random thoughts

18. Review Your Habits (Keep, Ditch, or Reset?)

Look at what habits served you last month—and what didn’t.

Try:

  • Keeping one habit going
  • Ditching one that drained you
  • Trying one new, simple habit

19. Do a Mini Life Audit

Take 10 minutes to reflect.

Journal prompts:

  • What drained me last month?
  • What filled me up?
  • What do I want to change?

20. Send That Message You’ve Been Putting Off

One text. One email. One connection you’ve avoided.

Examples:

  • A thank-you
  • A “let’s catch up”
  • A boundary you need to set

21. Prep for Birthdays, Holidays, or Special Dates

Look 30–60 days ahead. Are there birthdays, holidays, or anniversaries?

Prep now:

  • Buy or order gifts
  • Add to budget
  • Plan any time off work

22. Backup Your Phone

We both know it’s been months. Just do it.


23. Revisit Your Emergency Fund & Financial Goals

Even if you’re not adding much, checking in helps keep you aware.

Ask:

  • What can I save this month?
  • Are there any surprise expenses coming up?
  • Is my emergency fund enough?

24. Clean Out the Car

Especially if you have kids. Especially if you’ve been meaning to.

Quick wins:

  • Throw away trash
  • Wipe down surfaces
  • Restock wipes, tissues, snacks

25. Reflect with Your Partner (If You Have One)

Have a 15-minute check-in. This can do wonders for your teamwork and sanity.

Talk about:

  • The month ahead
  • Who’s handling what
  • Any tension points or needs

26. Prep for a Slow Sunday or Reset Day

Choose one day to reset each month—even just a half day.

Ideas:

  • No plans, just rest
  • Cleaning playlist and light tidying
  • Meal prep and future-you favors

27. Refresh Your Work Goals and Calendar

Even if you don’t run your own business, treat your job like it matters (because it does).

Tasks:

  • Set 1–3 focus areas
  • Clean your desktop
  • Schedule big deadlines
  • Plan your PTO days early

28. Set a Family “Focus Word” or Theme

For families with kids, this can be a cool monthly tradition.

Examples:

  • “Kindness”
  • “Patience”
  • “Try New Things”
  • “Helpfulness”

Use it as a conversation starter over dinner.


29. Refill Your Energy Bucket

Check-in with your energy—not your productivity.

Ask:

  • What’s zapping my energy?
  • What refuels me?
  • How can I add more of that in?

30. Give Yourself Permission Not to Do It All

Seriously. Some months are survival mode. This list is not a “must.” It’s a menu.

Pick what works. Leave the rest.


31. Monthly Journal Prompts to Reflect + Reset

You don’t need a fancy notebook or an hour of silence. Just pick one or two of these and write for 5 minutes. This is about clarity, not perfection.

Try These:

  • What’s one thing I want to feel more of this month?
  • What drained me last month?
  • What do I want to say no to this month?
  • Where do I need help right now?
  • What does “enough” look like for me this month?

Pro tip: Jot these in your planner, phone notes, or voice record them on a walk.


32. A Monthly Reset for Kids (So They Feel Involved Too)

This is great if you’re a parent, bonus mom, or just trying to build routines that make family life smoother.

Keep it light and fun—no pressure, just participation.

Kid-Friendly Reset Ideas:

  • Clean out backpack and folders.
  • Pick 2 books or activities to focus on this month.
  • Choose a goal: “Help clean up after dinner” or “Make my bed each morning.”
  • Restock school supplies (markers, paper, glue sticks).
  • Plan one fun family activity they want to do.

This is a great way to build independence and make the month feel fresh for them, too.


33. The 5-Minute Reset: For When You’re Just Trying to Keep Up

No shame in the survival game. If you’re barely keeping your eyes open, here’s a “just enough” reset you can do in five minutes.

Do This:

  • Skim your calendar for anything urgent.
  • Pay the most important bill or schedule auto-pay.
  • Choose one goal or intention (literally one word).
  • Toss out expired fridge food or clear off one surface.
  • Text someone that thing you’ve been meaning to say.

That’s it. You’re still showing up for yourself.


34. What to Skip (and Why Grace Matters More Than Checklists)

This list supports you—not guilt-trip you into doing 34 things before your second cup of coffee.

Skip It If:

  • You’re sick or exhausted.
  • You’re in a heavy season (grief, stress, burnout).
  • You don’t care about that task this month.

Reminder:
You’re allowed to do less. You’re allowed to rest. You’re allowed to have months that feel messy and still matter.

You may also like...

Leave a Reply

Your email address will not be published. Required fields are marked *