Yes, we all have too many let's at least stay organized! → Discover ZipDo

How To Run A Monthly Manager Meeting

Conduct a monthly manager meeting by setting a clear agenda, encouraging open communication and constructive feedback, tracking progress on projects, addressing any issues or challenges, and outlining goals and plans for the upcoming month.

A Monthly Manager Meeting is a regular gathering of management-level employees within an organization to discuss and review various aspects of the business. It serves as a platform for managers to exchange information, provide updates on departmental progress, address challenges and opportunities, and collaborate on strategic initiatives. The meeting may cover topics such as financial performance, departmental goals, employee development, market trends, and operational issues. The purpose is to facilitate communication, alignment, and decision-making among managers to drive the organization’s overall success.

What is the purpose of a Monthly Manager Meeting?

The purpose of running a monthly manager meeting as a leader is to ensure effective communication, alignment, and collaboration among team members. These meetings provide an opportunity to discuss goals, achievements, challenges, and strategies, fostering a sense of unity and enabling everyone to stay on the same page for optimal performance and progress.

How To Run A Monthly Manager Meeting: Step-By-Step


Step 1: Preparation

Before the meeting, it is crucial to create an agenda and gather essential materials. Dispatch the agenda beforehand to allow attendees sufficient time for preparation.

Next Step

Step 2: Setting the Meeting

When determining a meeting time, it’s crucial to consider everyone’s availability. Utilize a scheduling tool, if needed, to simplify the process and ensure a convenient date and time that accommodates all participants’ schedules.

Next Step

Step 3: Selecting the Platform

Choose a trustworthy and user-friendly online platform for virtual meetings. Make sure to provide the participants with clear and simple instructions on how to navigate and utilize the chosen platform effectively.


Want to run a better meeting? Try ZipDo, our Meeting Note Software.

  • Connect your Google Calendar
  • Automatically create a note for every meeting
  • Organize your meetings and meeting notes in a channel like Slack
Learn more about ZipDo
Next Step

Step 4: Opening the Meeting

Begin the meeting by cordially welcoming all attendees and giving a concise overview of the meeting’s objectives, ensuring everyone is on the same page before proceeding with the agenda.

Next Step

Step 5: Review of Previous Actions

In order to ensure clarity and accountability, it is important to promptly review the actions agreed upon in the previous meeting, highlighting the expected outcomes and potential consequences.

Next Step

Step 6: Discussion

To ensure a productive meeting, follow the agenda, allocating time for each topic so that everyone gets a chance to share their opinions. Be mindful of time constraints to stay on track.

Next Step

Step 7: Managing Conflicts

In productive discussions, it’s common for conflicting opinions to emerge. As a mediator, it’s crucial to manage these conflicts objectively and professionally, to maintain an atmosphere that fosters productivity.

Next Step

Step 8: Decision Making

After in-depth discussions on each agenda item, decisions should be made either through consensus, whereby everyone agrees, or by voting based on your organizational rules. This ensures a fair and effective decision-making process for all members involved.

Next Step

Step 9: Assigning Actions

In addition to assigning actions and setting timelines, it is essential to ensure clear communication channels, provide necessary resources, and regularly review progress. Effective delegation to individuals or teams will ensure accountability and timely completion of tasks.

Next Step

Step 10: Closing the Meeting

Conclude the meeting by summarizing the topics discussed and decisions made. Give an opportunity for participants to ask any remaining questions or provide additional comments.

Questions to ask as the leader of the meeting

1. What progress have we made towards our monthly goals and objectives?
Explanation: This question helps the leader gauge the team’s overall performance and assess whether they are on track to achieve their targets.

2. What challenges or obstacles have we encountered?
Explanation: Identifying challenges helps the leader address any issues or roadblocks preventing the team from meeting their goals, fostering a problem-solving environment.

3. What are the key initiatives or projects we need to focus on in the coming month?
Explanation: This question helps the leader prioritize and align the team’s efforts towards upcoming tasks, ensuring everyone is clear on their responsibilities.

4. How can we improve our team’s performance and productivity?
Explanation: This question prompts the team to think critically about areas for improvement and offers an opportunity for the leader to provide guidance and support to enhance overall performance.

5. Are there any training or development needs that the team has identified?
Explanation: Addressing the team’s training and development needs ensures they have the necessary skills and knowledge to excel in their roles, ultimately contributing to the team’s success.

6. How effectively are we communicating and collaborating as a team?
Explanation: This question allows the leader to assess the team’s communication and collaboration dynamics, identifying any areas of improvement and ensuring effective teamwork.

7. What are the key learnings or successes from the past month that we can celebrate?
Explanation: Recognizing and celebrating achievements boosts morale and motivation within the team, fostering a positive and supportive work environment.

8. Is there anything the team needs from the leader or any concerns they have?
Explanation: This question provides an opportunity for team members to raise any concerns, seek guidance, or request resources, ensuring their needs are met and fostering a healthy feedback loop.

9. How can we further enhance customer satisfaction and exceed their expectations?
Explanation: This question encourages the team to focus on delivering exceptional customer service and fosters a customer-centric mindset within the team.

10. What actions or next steps can we take to ensure we meet or exceed our goals in the coming month?
Explanation: This question helps solidify the team’s commitment and accountability towards their goals, outlining specific actions and responsibilities for the upcoming month.

As a leader, preparing a monthly manager meeting agenda is crucial for productivity and effective communication. Start by outlining the key topics and objectives to be discussed, ensuring they align with the overall organizational goals. Prioritize important updates, performance reviews, and strategic planning initiatives. Include time for open discussions and feedback to foster collaboration and problem-solving. Distribute the agenda in advance to allow managers to come prepared, promoting a focused and efficient meeting.

How To Prepare For A Monthly Manager Meeting
Meeting Preparation Icon

Important topics that should be discussed during monthly manager meetings include project updates, goal tracking, performance evaluations, budget reviews, strategic planning, employee engagement initiatives, and upcoming deadlines. These meetings provide an opportunity for managers to align their efforts, identify areas for improvement, make informed decisions, and ensure organizational objectives are being met.

See Our Monthly Manager Meeting Template
Meeting Template Icon

Software tools to facilitate a Monthly Manager Meeting

Software helps leaders run monthly manager meetings efficiently by providing tools for agenda creation, task management, and collaboration. It streamlines communication, ensuring that important updates and goals are shared with the team. Additionally, it enables tracking progress, analyzing data, and generating reports, helping leaders make informed decisions and drive successful outcomes for their organizations.

Our Recommendations:


In conclusion, running a successful monthly manager meeting is crucial for the overall success of any business. By following the steps outlined in this blog post, you can ensure that your manager meetings are productive, informative, and contribute to the growth of your organization.

Remember to establish a clear agenda, set the right tone, and foster an environment of open communication and collaboration. Encourage active participation from all members, promote constructive feedback, and track action items to ensure accountability.

Additionally, embracing technology can greatly enhance the effectiveness of your meetings. Utilize video conferencing tools, project management software, and other digital platforms to encourage remote participation and streamline the sharing of information.

By implementing these strategies, you can transform your monthly manager meetings into valuable opportunities for team building, problem-solving, and strategic decision-making. Ultimately, this will lead to improved communication, increased efficiency, and a more cohesive and successful organization.

Popular Questions

What is the purpose of a monthly manager meeting?

The purpose of a monthly manager meeting is to discuss team updates, project progression, obstacles, and upcoming events. It also provides an opportunity for managers to synchronize their strategies, share best practices, and unite on company-wide goals and objectives.

Who should attend a monthly manager meeting?

Normally, all managers in the organization should attend the monthly manager meeting. This might include team leads, project managers, department heads, and senior management. Sometimes, other key individuals from other departments may also be invited depending on the agenda.

How long should a monthly manager meeting last?

The length of a monthly manager meeting may vary based on the agenda, but it’s advisable to keep the meeting within 1-2 hours. This is to ensure that the meeting remains focused and productive, and it respects the busy schedules of managers.

What is typically discussed in a monthly manager meeting?

The meeting usually includes discussions on project updates, team performance, challenges faced by teams, goals and objectives for the upcoming month, policy changes, process improvements, and any other business-specific topics. It’s also a platform for the managers to provide feedback and suggest improvements.

How do we ensure that our monthly manager meetings are effective?

To ensure that monthly manager meetings are effective, it’s important to have a clear agenda distributed in advance, start and end on time, encourage active participation, and make sure follow-up actions are clearly assigned and understood. It’s also beneficial to periodically review the meeting structure and content and make improvements as necessary.