Template

Weekly business review template

Every week, the same handful of numbers in the same order, so the leadership team spots what moved early and asks why while there is still time to act.

60 minutesFor Founders, general managers and the heads of each functionAgenda room
Change the agenda first

The agenda, with a time for each part

  1. The numbers that matter, same order every week15 min
    • Which numbers moved more than usual?
  2. Explain the movers15 min
    • Why did that number move, and is it a one-off?
  3. Customer voice10 min
    • What did customers praise or complain about most this week?
  4. Actions from last week10 min
    • Did we do what we said, and did it help?
  5. New actions10 min
    • What will we do differently this week, and who owns it?

How the notes read afterwards

A made-up example, so you can see the shape. In a real call each line carries the words that were said and who said them.

Movers. Trials down 22%; support tickets up 30%.

Why. Trials: the ads paused by mistake on Tuesday. Tickets: the new export confused people.

Last week's actions. Two of three done.

New. Restart ads (Kai, today). Add a help note to the export screen (Lin, by Wednesday).

Running it well

Ways to change it

Small companyThirty minutes, five numbers, one owner each.
Larger companyEach function sends its numbers and notes the day before; the meeting only takes the movers.

When to skip it. In a holiday week, if every number is within its usual range; send the numbers by email instead.

Questions

What is a weekly business review?

A weekly leadership meeting that walks through the same set of business numbers each week, explains unusual changes and agrees actions.

Which metrics belong in a weekly business review?

A small set of numbers that predict results — sign-ups, pipeline, active customers, support volume — alongside revenue and cash.

How is it different from a monthly business review?

The weekly review spots changes early and acts quickly; the monthly review compares results with the plan and makes bigger decisions.

What happens in the room

Everybody joins from the link, with no account. The agenda sits beside the call and each item fills in with what was said about it, under the name of the person who said it.

More templates

Operations reviewHow the work is actually getting done: volume, speed, quality and cost across the operation, the bottlenecks behind the numbers, and the fixes worth making.KPI reviewCheck each key performance indicator against its target, find the ones that are off, and decide what to do about them — or whether the indicator is still the right one.OKR check-inA short weekly or fortnightly look at the quarter's objectives and key results: how confident you are of hitting each, what is in the way, and what to change.Annual planning meetingOnce a year: look back honestly, agree the few things that matter most next year, the money and people behind them, and what you will stop doing to make room.Crisis meetingWhen something serious has gone wrong: get the facts straight, decide the first actions and who leads, and agree what to tell staff, customers and anyone else affected — fast.Tactical meetingA short, regular team meeting that clears the operational issues stopping work this week — one issue at a time, ending each with a next action and an owner.Governance meetingChange how the team is organised — its roles, who decides what, and its policies — through proposals that each get a fair hearing and a clear result.Department heads meetingThe people who run each department meet to line up across departments: what each needs from the others, where they collide, and the decisions only they can make together.

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