# Monthly business meeting agenda

**Date:**   
**Time:** 75 min  
**Location:**   
**Chair:**   
**Notes by:**   
**Sent ahead:** Last month's financial report, proposals that need a decision  

| Item | Owner | Time | What we need to leave with |
| --- | --- | --- | --- |
| Last month's action items | Notes taker | 5 min | Each item done, rescheduled or needs confirming |
| Financial snapshot | Owner or bookkeeper | 15 min | Revenue, margin, cash and overdue invoices against budget, and what to do about any gap |
| Customers and sales | Whoever owns sales | 15 min | New work, open estimates, anything lost and why |
| Operations and people | Operations lead | 15 min | Staffing, equipment and safety issues that need an owner's decision |
| Decisions and approvals | Owners | 15 min | Each proposal approved, rejected or deferred, with who approved it |
| Action items and next meeting date | Notes taker | 10 min | Every item has one owner and a date |