# Monthly Business Review Agenda

From The Revenue Decision Playbook, Lead Care Team. Free to use and adapt.

Use this agenda once a month with the people who make decisions about marketing, sales, estimating, operations and finance. Aim for about an hour. Keep the decision register open throughout.

## Before the meeting

Someone prepares a short written summary and shares it a few days ahead:

- The meaningful changes since last month, with the period each figure covers.
- Which figures are actual, estimated, projected or incomplete.
- Two or three opportunities worth discussing, each with its evidence.
- The status of every open decision in the register.

Facilitation tip: if it can't be read in ten minutes, it's too long.

## 1. Previous decisions and commitments

For each open decision in the register:

- Was the action carried out? If not, why not?
- What do the early indicators show?
- Is it time to continue, adjust, stop, or defer judgment?

Facilitation tip: start here every month. It keeps last month's decisions from being forgotten.

## 2. Changes in business results

- What changed in inquiries, signed work, collections, margins and capacity?
- Is each change real, or timing, mix or a data gap?

## 3. Important findings and anomalies

- What stands out that might matter financially?
- For each finding, separate what the numbers show from what you think explains them.

## 4. Data-quality limitations

- Which findings rest on estimates, small samples or incomplete records?
- What would make the evidence stronger?

## 5. Opportunity evaluation

For each opportunity worth acting on, answer plainly:

- How much value is at stake, and is it profit, revenue or proposed value?
- How confident are we in the evidence?
- Can we meaningfully influence the outcome?
- What will the action cost in people, time or money?
- How costly is being wrong, and how easily can we change course?
- How soon will we know whether it helped?

Facilitation tip: the largest number isn't automatically the first priority.

## 6. Decisions made

For each decision, record in the register:

- What we observed, and the evidence source and period.
- Our working explanation.
- The options we considered.
- What we decided, and why.
- How we'll judge it, and when.

## 7. Owners and next actions

| Action | Owner (role) | Due |
|---|---|---|
| | | |
| | | |
| | | |

## 8. Deferred items and evidence needed

| Item | Why it's deferred | Evidence that would settle it | Revisit on |
|---|---|---|---|
| | | | |
| | | | |

## After the meeting

- Update the decision register.
- Share the actions and owners.
- Put every review date on the calendar.