Back to Template Gallery

Monthly Business Plan Review Template

Use this template to discuss the business' overall performance on a monthly basis to adjust and refine areas of the business as needed.

Template preview

Magnify Preview template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Monthly Business Plan Review Template:

1 Review Financial Statements

Let’s review some of our monthly financial statements.

  • Profit and loss
  • Cash flow
  • Revenue breakdown
  • Expenses and costs

2 Review the Budget

Are we staying within our budget, what is the financial forecast for the upcoming months?

3Upcoming Projects

Large projects and initiatives coming up that we should have visibility on.

4 Long-term Goals and Strategy

Review the business’ strategy and goals to ensure they still align with the business model, modify if necessary.

5 Issues and Resolution

Bring forward any issues or potential roadblocks so we can get ahead of the problem.

Get this free template

Template preview