The financial review is an opportunity to connect recent performance with upcoming decisions. A short, repeatable agenda helps keep the conversation focused.
Start with the changes that matter
Review meaningful differences from the plan and previous period. Identify the operational reasons behind them rather than reading every line of the report.
Look ahead at cash and commitments
Discuss expected receipts, major payments, and proposed commitments together. Surface decisions that need attention before the next meeting.
Choose the decisions to resolve
Bring a specific question, relevant financial information, and the assumptions behind it. Record any missing information and who will obtain it.
Close with an action list
Give each agreed action an owner and a date. Begin the next review by revisiting those commitments.
A general discussion guide. The right approach depends on your business and financial circumstances.
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