# [Business name] monthly business meeting

**Date and time:**   
**Location:**   
**Present:**   
**Absent:**   
**Month reviewed:**   
**Notes by:**   

## Last month's action items

| Item | Owner | Status | Evidence or note |
| --- | --- | --- | --- |
|  |  | Done / Rescheduled / Needs confirming |  |

## Financial snapshot

| Measure | This month | Budget or last month | Note |
| --- | --- | --- | --- |
| Revenue |  |  |  |
| Gross margin |  |  |  |
| Cash in bank (month end) |  |  |  |
| Receivables over 60 days |  |  | Who owes most of it |

## Customers and sales

- Won, outstanding, lost and why

## Operations and people

- Issue, and whether it needs an owner's decision

## Decisions and approvals

| Proposal | Proposed by | Decision | Approved by |
| --- | --- | --- | --- |
|  |  | Approved / Rejected / Deferred to |  |

## Open items

- Item, who will resolve it, or "no owner yet"

## Action items

| Item | Owner | Due | Done looks like |
| --- | --- | --- | --- |
|  |  |  |  |

## Next meeting

Date, time, location