03 Monthly Center Review

Scope

Objective

The Monthly Center Review looks back on the month with the center team, so everyone knows the results and trends and agrees what to improve next month.

At a glance
  • When 1st Thursday of the month, after the Huddle, in place of the Weekly Center Meeting
  • Where At the center
  • Duration 60 minutes
  • Dashboard Open dashboard
  • Lead Center Manager
  • Attendees
    • Relationship Manager
    • Floor Manager

Preparation

Sr Task When By
1 Plan the meeting and invite all attendees: date, time, place 1 week before Center Manager
2 Check last meeting's actions: done, or updated 2 days before Center Manager
3 Update the dashboard: latest data, slides in the agreed order. Data owners submit their data before. 2 days before Marketing Manager
4 Prepare own slides: result, analysis, actions 2 days before All presenters
5 Remind all attendees of the time and their slides Same day Center Manager

Agenda

Goal: results are visible, every result has an owner, and we keep a finger on the pulse.

How: short and simple. One slide at a time, in dashboard order. Every slide is a mini presentation by the role in its top right corner, and is discussed before the next slide:

  1. Result: key metric first, then its sub-metrics. How much, on target or not, up or down from last period.
  2. Analysis: cause, root cause or insight.
  3. Actions: how we improve, keep or avoid this result.
  4. Discuss: questions and decisions on this slide, now.

Rules and tips: Effective meetings.

Sr Item Time By
1 Check last month's actions on the action log slide: done or not, and why 5 min Center Manager
2 Present the sales slides: month result and trend 12 min Relationship Manager
3 Present the operations slides: the month's Weekly Center Meeting results and trend 12 min Floor Manager
4 Present the PnL slides: income, costs and profit against target 12 min Center Manager
5 Present the training slides: done, planned and open 6 min Center Manager
6 Repeat all action points: who, what, by when 5 min Center Manager
7 Present the requirements slide: people, budget, items, resources, support, meetings, interventions 8 min Center Manager
Total 60 min

Follow-up

  • Record: Actions on the action log slide of the dashboard (who, what, by when, done), plus who did not attend
  • Shared with: All attendees, through the dashboard, the same day
  • Goes to: Monthly Group Review, for issues this meeting cannot solve, that keep coming back, or that are critical