BUSINESS REVIEW MEETING TEMPLATE

MEETING SEGMENT WHAT’S IN IT? WHY IS IT IMPORTANT?

Acknowledge all those present, their role and Strengthens relationships and useful for future
INTRODUCTIONS responsibilities. reference.
Recap of annual strategy, associated goals and Ensures full alignment in high-level plan and captures
RESTATE OBJECTIVES metrics. any changes in priority.
Completed and outstanding actions from last Closes the loop. Ensures shared accountability &
REVIEW PAST ACTIONS business review. ownership across teams and companies.
Articulation of progress towards next milestone. Highlights value delivered and ensures any concerns
DISCUSS SUCCESS PLAN Review of key performance measures. are put on the table for discussion.
Data which shows how their peers and/or Provides validation of your company’s value and
SHARE BENCHMARKING competitors are performing. motivation to maintain lead or close gaps.
Behind-the-scenes reporting or analysis to Provides additional value to those present at the
PROVIDE UNIQUE INSIGHT highlight extra opportunities or challenges. meeting. Drives future attendance.
Review recently released features and discuss 3, Demonstrates executive strategic alignment and
SHARE PRODUCT ROADMAP 6 and 12 month feature roadmap. generates end user excitement.
Sets the direction for the next period and ensures
AGREE GO-FORWARD PLAN 90 day plan with actions, owners and dates.
everyone knows their role.

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