Use this template to discuss the business' overall performance on a monthly basis to adjust and refine areas of the business as needed.
Review financial statements
Let’s review some of our monthly financial statements.
Profit and loss
Expenses and costs
Review the budget
Are we staying within our budget, what is the financial forecast for the upcoming months?
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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