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AgendaLeadershipBusiness reviews

Monthly business review (MBR)

90 minutes 9 blockspro Runs with Pro

A 90-minute MBR: a written metrics narrative read first, variance by exception, forecast confidence, one deep dive and actions with owners.

Use this template See inside

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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90 min · 9 blocks, drawn to scale Fits exactly
  1. Purpose and the decisions we need today, 3 minutes 3
  2. Actions from last month's review, 5 minutes 5
  3. Metrics narrative: silent reading, 10 minutes 10
  4. Variance review: plan against actual, by exception, 25 minutesDiscuss 25
  5. Leading indicators and the forecast, 12 minutes 12
  6. Forecast confidence, 2 minutes 2
  7. Deep dive: one metric or initiative, 18 minutesDiscuss 18
  8. Decisions and resource calls, 10 minutes 10
  9. Actions with owners and dates, 5 minutes 5
023456890 min
  1. +0′Purpose and the decisions we need today3 minInfo
  2. +3′Actions from last month's review5 minFollow-up
  3. +8′Metrics narrative: silent readingTip: A one- or two-page written narrative of the month: headline results against plan, what changed and why. Reading it together means everyone starts with the same facts.10 minInfo
  4. +18′Variance review: plan against actual, by exceptionTip: Only metrics outside tolerance. For each: what happened, the cause (not a description of the number), trend or one-off, and what we'll do. "Sales were down" isn't a cause.25 minDiscuss
  5. +43′Leading indicators and the forecastTip: Pipeline, bookings, usage, hiring: the numbers that predict next month. Does the forecast still hold?12 minDiscuss
  6. +55′Forecast confidenceHow confident are you in this quarter's forecast?Tip: Low confidence from the people closest to the work is an early warning worth discussing now.2 minVote
  7. +57′Deep dive: one metric or initiativeTip: Rotate the topic monthly. The owner brings the detail: a funnel, a cohort, a cost line.18 minDiscuss
  8. +75′Decisions and resource calls10 minDecide
  9. +85′Actions with owners and dates5 minWrap-up

In short

A monthly business review (MBR) is the meeting where a leadership team reviews last month's results against plan, explains the variances and agrees corrective actions. This 90-minute agenda starts with a written metrics narrative read in silence, reviews variances by exception, tests forecast confidence and ends with actions that have owners and dates.
Time
90 minutes
People
Leaders and metric owners
Cadence
Monthly, after the close
Plan
Pro

Updated October 4, 2026

What's inside

By the end of this meeting, the team understands why the numbers moved, trusts the forecast, and has owners and dates for every corrective action. The full agenda is drawn to scale above: every block has its own timer when you run it live.

How to run it

  1. 1Lock the numbers and send the metrics narrative a day before; finance or the business owner writes it.
  2. 2Start with ten minutes of silent reading so the meeting starts from shared facts, not a slide tour.
  3. 3Discuss only metrics outside tolerance, and push for causes rather than descriptions.
  4. 4Rotate a deep dive each month so one area of the business gets real attention.
  5. 5Close with actions, owners and dates; next month's review opens with them.

Questions people ask

What is a monthly business review?
A monthly meeting to review business results against plan, understand what drove the variances, check the forecast and agree actions. It usually happens shortly after the monthly close.
What's the difference between a weekly and a monthly business review?
A weekly business review scans a fixed set of metrics quickly to catch problems early. The monthly review goes deeper into causes, the forecast and decisions about resources.
What should be in an MBR template?
Headline results against plan, variances with causes, leading indicators, the forecast, one deep dive, decisions needed and actions with owners.

Run it with your group

pro
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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