Business Review Template

Design a business review template.

Business type: {{describe}}
Cadence: {{monthly_quarterly}}
Audience: {{leadership_investors_board_dept_heads}}
Key metrics: {{list_main_kpis}}
Current format: {{describe_reviews_today}}

Template with:
1. Executive summary (3-5 takeaways, conclusions only — no data)
2. Performance vs targets: 5-8 key metrics with vs-prior and vs-target
3. Deep dive section: rotating focus each review
4. What's working: 2-3 drivers of positive results
5. What's not: 2-3 problems with root cause and proposed action
6. Decisions needed: specific asks
7. Forward look: what to watch next period

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