04 Monthly Group Review

Scope

Objective

The Monthly Group Review brings each center's results to group management, so centers are compared and what a center cannot solve alone gets solved.

At a glance
  • When 2nd Thursday of the month (may run weekly for now)
  • Where In person, place decided for each meeting
  • Duration 90 minutes
  • Dashboard Open dashboard
  • Lead Center Manager
  • Attendees
    • Founder
    • Finance Manager
    • Marketing 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 10 min Center Manager
2 Present each center's slides: sales, operations, PnL. Each Center Manager presents their own center. 45 min Center Manager
3 Present the center comparison slide: who is ahead, who is behind, and why 15 min Center Manager
4 Present the escalations slide: issues sent up by the Monthly Center Reviews 10 min Center Manager
5 Repeat all action points: who, what, by when 5 min Center Manager
6 Present the requirements slide: people, budget, items, resources, support, meetings, interventions 5 min Center Manager
Total 90 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: Quarterly Milestones, for issues this meeting cannot solve, that keep coming back, or that are critical