04 — Monthly Business Review (MBR)
When: First Tuesday of the month, 13:30–15:00 UK Chair: COO Attendees: CEO, COO, HoD, HoC, CL, Finance, Evidence Lead, DSL (for safeguarding section) Pre-read: MBR pack, circulated 48h prior.
MBR pack — standard sections
- Headline scorecard — the 12 KPIs from
10-kpi-and-leading-indicators.md, MoM + vs plan - Delivery — cohorts live/closed/won/lost; aggregate health (RAG); confidence factor trend
- Commercial — pipeline by stage, win rate, ACV, cycle time, top 5 deals, top 3 losses with reason
- Coach bench — accreditation pipeline, utilisation %, supervision compliance, attrition
- Impact & evidence — outcomes shipped this month, SROI rolling, any corrections published
- Finance — cash, runway, gross margin per cohort, AR ageing
- Risk — every High risk + any new Medium (full register lives in §06)
- Safeguarding — flag volume, time-to-close, themes, learning
- People — headcount, hiring plan, eNPS, key open roles
- Asks of the room — decisions required (link to
02-decision-rights-raci.md)
Agenda (90 min)
| Time | Item | Owner |
|---|---|---|
| 0–10 | Scorecard read-out | COO |
| 10–25 | Delivery + safeguarding | HoD + DSL |
| 25–40 | Commercial | CL |
| 40–50 | Coach bench | HoC |
| 50–60 | Impact & evidence | Evidence Lead |
| 60–70 | Finance | Finance |
| 70–85 | Risk review — every High, any new Medium | COO |
| 85–90 | Decisions logged + owners | COO |
Outputs
- Decision Log entries (Linear,
decisionlabel) - Updated risk register (
06-risk-register.md) - One-page MBR summary published to Notion within 24h
- Board-pack inputs pre-staged (no extra work needed for board cycle)
Anti-patterns to refuse
- Reading slides aloud — pack is pre-read, room is for decisions
- "Update" agenda items with no ask
- Adding sections without removing one
- Letting a single function consume > 25% of the time