Monthly business review template

What you get

• A 90-minute agenda with owners, inputs, and the output of each block
• A plan vs actual scorecard for the month and quarter to date
• A four-part memo structure for the pre-read
• A decision log carried from month to month
• A preparation checklist for RevOps

Who it's for

• •RevOps leaders who run the go-to-market operating cadence
• •CROs chairing the monthly leadership review
• •Marketing and CS leaders who report into the MBR

What's inside

1. 1

   90-minute agenda

   5 columns, 6 worked example rows

2. 2

   Scorecard

   8 columns, 5 worked example rows

3. 3

   How the scorecard adds up

   Guidance notes

4. 4

   Memo structure

   4 fields to complete

5. 5

   Decision log

   5 columns, 2 worked example rows

6. 6

   RevOps preparation

   7-point checklist

The preview shows part of section 1. The full template has all 6 sections (5 not previewed here), with blank rows ready to fill in. Download the full template

How to use it

1. 1

   Send a memo, not slides

   Distribute the scorecard and a one to two page memo at least one business day ahead. Start the meeting assuming everyone has read it; do not present it again.

2. 2

   Open with last month's decisions

   Spend the first ten minutes on the decision log: what was decided, whether it happened, and what changed. This is what makes the MBR accountable.

3. 3

   Discuss variances, not the whole scorecard

   Only metrics that missed or beat plan by more than your threshold get airtime. Metrics on plan get no discussion.

4. 4

   End with decisions and owners

   Reserve the last fifteen minutes to write down decisions, owners, and dates. If a topic needs more work, the decision is who does the work and by when.

Frequently asked questions