The monthly management meeting is where leadership steps back from the weekly grind to review trends, develop managers, and solve the cross-functional issues that no single team can fix. It is part review, part classroom. This monthly management meeting template is based on the Scaling Up (Rockefeller Habits) model by Verne Harnish.
Run it once a month, typically as a half-day session. Use it when you need more depth than the weekly meeting allows: full financial trends, quarterly priorities across the whole management layer, and deliberate time to teach and grow your managers. It is also the right venue for thorny issues that cross department lines.
The extended management team, often eight to twenty people, including the leaders who run weekly meetings with their own groups. This wider room is what makes cross-functional problem-solving possible.
Open with wins, then go deep on the month's financials and trends compared to plan. Review quarterly priorities across teams and flag anything at risk. The distinctive element is a real learning block: set aside an hour to teach a skill or develop the management muscle of the room. Then work the cross-functional issues that have been waiting for this larger audience, and close by confirming decisions, owners, and dates. The flow moves from review to development to resolution.
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240 minutes total · 6 sections
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