# Monthly Management Meeting Template

Purpose: A half-day monthly session for the extended management team to review financial trends, check quarterly priorities, develop managers, and solve cross-functional issues. Based on the Scaling Up (Rockefeller Habits) model.

Duration: 240 min | Cadence: Monthly | Participants: Extended management team (8-20 people)

## Agenda
- [ ] (15 min) Opening and wins
- [ ] (45 min) Monthly financials and trends vs plan
- [ ] (45 min) Priorities and rock review across teams
- [ ] (60 min) Management learning / development block
- [ ] (60 min) Cross-functional issues
- [ ] (15 min) Wrap-up and commitments

## Facilitator tips
- Guard the learning block
- Bring trends, not a single-month snapshot
- Use the wider room for cross-department issues
- Send pre-reading ahead of time

## Notes
Learning topic this month:
-

Cross-functional issues solved:
-

Decisions (who / what / when):
-

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