# Pinnacle Monthly Meeting Template

Purpose: Check quarterly priority progress, review the scoreboard, and solve the deeper issues that the weekly meeting cannot hold, keeping the quarter on pace.

- Duration: 180 minutes (2 to 4 hours)
- Cadence: Monthly
- Participants: Leadership team (3-10 people)

## Agenda

- [ ] Check-in and segue (15 min) - settle the team in
- [ ] Scoreboard review (30 min) - actuals vs target, flag off track
- [ ] Quarterly priority progress (30 min) - on track or off track
- [ ] Customer and team headlines (20 min) - what the group should know
- [ ] Issues solving (75 min) - drive deeper issues to a decision
- [ ] Conclude and commit (10 min) - to-dos, owners, rating

## Facilitator tips

- Let the scoreboard set the discussion.
- Treat an off-track priority as a signal to act.
- Protect the issues solving block.
- Close every issue with an owner and a date.

## Notes

Scoreboard flags:

Priority progress:

Issues solved:

To-dos and owners:

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