Monthly Business Plan Review

Use this template to discuss the business' overall performance on a monthly basis to adjust and refine areas of the business as needed.

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Review financial statements

Let’s review some of our monthly financial statements.

Profit and loss

Cash flow

Revenue breakdown

Expenses and costs

Review the budget

Are we staying within our budget, what is the financial forecast for the upcoming months?

Upcoming projects

Large projects and initiatives coming up that we should have visibility on.

Long-term goals and strategy

Review the business' strategy and goals to ensure they still align with the business model, modify if necessary.

Issues and resolution

Bring forward any issues or potential roadblocks so we can get ahead of the problem.

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