The monthly operating review, or MOR, is the disciplined monthly check on how the business is running against plan. It sits between the high-altitude quarterly strategy review and the weekly business review, giving leadership a steady rhythm to catch operational drift and keep departments aligned.
Run it every month, soon after the financials close, so the numbers are trustworthy. It is the standing forum for reviewing performance against plan, reconciling departmental results, and resolving the cross-functional issues that quietly accumulate when no one looks at the whole business together.
Bring the leadership team and department heads, six to fifteen people. Everyone reporting should arrive with metrics against plan and a clear view of variance. This is an operating meeting for people accountable for results, not a broad informational update.
Lead with a tight executive summary so the room shares context fast, then review financial performance against plan and prior month. Move into department reports, keeping each focused on variance and the action being taken rather than a full narration. Surface the few risks that actually threaten the plan, resolve cross-functional dependencies in the room, and close with a short list of owned actions for the month ahead. The discipline is in staying on variance and decisions, not reciting every metric.
Bring rhythm to your operations. Run it in OrgTP and keep results against plan, risks, and actions visible month over month.
90 minutes total · 6 sections
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