Template . Cadence . PPTX

Monthly Business Review Template

The monthly review is the tier most teams skip, and it is the one that catches problems while they are still fixable. Its only job is trajectory: not solving today's blockers (that is the weekly) and not re-planning (that is the quarterly), but checking whether a month of data says you will hit the quarter. This template keeps the meeting on trend lines and the one or two corrections worth making this month.

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Monthly Business Review

MBR Agenda

Month: ______, owner ________
Total time: 45 minutes, focus on trajectory not blockers
Trajectory against quarterly goals (15 min)
Leading indicators (10 min)
Drift and corrections (15 min)
Flags for the QBR (5 min)

1 . 15 min

Trajectory

Quarterly goal	Target by Q-end	Where we are	Pace	3-month trend
Reach 1.2M new ARR	1.2M	0.74M	Behind	Up
__________	____	____	On pace / behind / ahead	Up / flat / down
__________	____	____	On pace / behind / ahead	Up / flat / down

2 . 10 min

Leading indicators

Indicator	Last month	This month	Read
Qualified pipeline created	1.8M	2.1M	Pointing right
__________	____	____	___
__________	____	____	___

3 . 15 min

Drift and corrections

What is trending away from target: __________
Example: expansion pipeline is thin two quarters out
Make at most one or two corrections this month
Correction 1: __________ Owner: ______ By: ______
Correction 2: __________ Owner: ______ By: ______

4 . 5 min

Flags for the QBR

Anything needing a bigger decision than a monthly correction
Example: the segment mix may need a strategy change, not a tweak
Flag it here, do not try to solve it in the MBR
Flag: __________

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How to use this template

Keep the meeting on trajectory. The question is always whether the trend hits the quarterly target, not what is blocked today.
Use leading indicators, not just lagging results. By the time the lagging number misses, the month to fix it is gone.
Make at most one or two corrections. The MBR is for course adjustments, not for re-planning the quarter.
Flag anything bigger for the QBR rather than solving it here. Monthly reviews protect the quarterly from surprises.

Frequently asked questions

How is an MBR different from a QBR?

An MBR checks trajectory monthly and makes small corrections; a QBR scores the quarter and re-plans. The MBR exists so the QBR is never the first time a problem is noticed.

Do small teams need a monthly review?

If the quarterly is the only review, problems that build over weeks only surface at the end. Even a 30-minute monthly trajectory check prevents most quarter-end surprises.

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