# Monthly Operating Review Template

Purpose: Review performance against plan, walk department results, surface the risks that matter, and align on owned actions for the month ahead.

- Duration: 90 minutes
- Cadence: Monthly
- Participants: Leadership team and department heads (6-15 people)

## Agenda

- [ ] Executive summary (10 min)
- [ ] Financial performance vs plan (20 min)
- [ ] Department performance reports (30 min)
- [ ] Risks and issues (15 min)
- [ ] Cross-functional alignment (10 min)
- [ ] Actions for the month ahead (5 min)

## Facilitator tips

- Keep department reports on variance, not raw status.
- Time-box each department so one area cannot dominate.
- Resolve cross-functional dependencies in the room.
- End with a short list of owned actions.

## Notes / Decisions

Financial performance:

Department results:

Risks and issues:

Actions and owners:

---

Free template from OrgTP. Adapt or run it live at orgtp.com/templates/monthly-operating-review