# Monthly Executive Review Pack

A complete monthly operating review for small leadership teams.

## 1. Review Setup

Company:
Month:
Facilitator:
Attendees:
Review date:

## 2. Pre-Read Checklist

- [ ] KPI dashboard updated
- [ ] Financial snapshot updated
- [ ] Priority status updated
- [ ] Risks reviewed
- [ ] Decisions needed listed
- [ ] Previous actions checked

## 3. Executive Summary

- Theme of the month:
- Overall status: Green / Yellow / Red
- Biggest win:
- Biggest issue:
- Main decision:
- Main ask:

## 4. KPI Dashboard

| KPI | Owner | Current | Target | Status | Trend | Comment |
|---|---|---:|---:|---|---|---|
| | | | | | | |

## 5. Priority Review

| Priority | Owner | Status | What changed? | Next action |
|---|---|---|---|---|
| | | | | |

## 6. Customer / Revenue Review

- New customers:
- Lost customers:
- Pipeline trend:
- Key objections:
- Expansion opportunities:
- Revenue risk:

## 7. Product / Delivery Review

- Shipped:
- Delayed:
- Quality issues:
- Customer impact:
- Next release priorities:

## 8. Operations / Team Review

- Capacity:
- Hiring:
- Process bottlenecks:
- Vendor issues:
- Team risks:

## 9. Risk Review

| Risk | Status | Change this month | Mitigation | Decision needed |
|---|---|---|---|---|
| | | | | |

## 10. Decision Log

| Decision | Owner | Options | Recommendation | Deadline |
|---|---|---|---|---|
| | | | | |

## 11. Action Plan

| Action | Owner | Due | Success criteria |
|---|---|---|---|
| | | | |

## 12. Follow-Up Summary

```text
Monthly Executive Review Summary

Overall status:
Top wins:
Top risks:
Decisions made:
Actions committed:
Asks:
```