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?
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.