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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.

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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.

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About the author

Georges-Antoine Assi

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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