→ Save Your Spot! Our Free Webinar: Reduce org-wide meeting time and increase your productivity. Sign Up now

How To Run A Monthly Review Meeting

Conduct a monthly review meeting by setting a clear agenda, reviewing the progress and achievements of the previous month, discussing problems encountered and potential solutions, planning for the upcoming month, and ensuring effective communication and participation among all members.

A Monthly Review Meeting is a regular, scheduled gathering typically involving key members of a team, department, or an entire organization, where performance data of the past month is critically examined. The goal is to assess the progress towards achieving the set objectives, identify areas of improvement, address any problems encountered, and set action plans for the future. Conducting these meetings monthly offers a timely opportunity to adapt strategies and make decisions based on recent performance trends, ensuring the business stays on track with its annual goals.

What is the purpose of a Monthly Review Meeting?

Running a monthly review meeting as a leader serves several important purposes. It allows for the evaluation of team and individual performance, identification of areas for improvement, tracking progress towards goals, fostering open communication, and providing an opportunity to celebrate successes. Additionally, these meetings help in aligning the team’s efforts with the organization’s objectives, thus ensuring continued growth and development.

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


Step 1: Preparation of meeting

This process entails gathering all crucial materials, including reports, completed projects, strategic insights, and any other pertinent information tied to the month’s activities. Diligently reviewing the progress, identifying potential issues, understanding market trends, noting opportunities for growth, and collating data that could influence meeting discussions is paramount. This comprehensive approach ensures a productive, informed, and effective business conversation.

ZipDo, our software, makes team meeting preparations effortless by providing a centralized location for all information from previous meetings. Meeting leads can easily access this data, including agendas and notes, ensuring a well-prepared and comprehensive meeting agenda.

Next Step

Step 2: Setting the Agenda

Justify your meeting purpose by drafting a detailed outline of discussions and topics you aim to address, including primary concerns, thought-provoking inquiries, status updates on ongoing projects and detailed plans for the forthcoming month to ensure smooth workflow and efficient time management.

Our app, ZipDo, revolutionizes meeting preparation by importing calendar appointments into a collaborative platform. This platform supports the development of a shared agenda, accessible for contributions by all team members. Such collaboration results in well-prepared meetings, improving efficiency and simplifying the overall meeting process.

Next Step

Step 3: Sending Meeting Invites

This involves comprehensively communicating with all involved parties – team members, stakeholders, or clients about the proposed meeting. The invitation disseminated needs to be detailed, encompassing the date, time, and location (or if a virtual meeting, the dedicated link). It should also outline the meeting’s primary objectives via a list of topics or items—commonly known as the agenda—for discussion or decision, which helps participants to prepare effectively in advance, contributing to a productive meeting.


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
Try ZipDo free
Next Step

Step 4: Conducting the Meeting

Leading the discussion begins with a thoughtful introduction and meticulous review of previous month’s minutes. This not only aids in alignment, but also fosters continuity. Thereafter, shift the focus onto the established agenda’s main points. This involves in-depth examination and open discussions around critical topics. The key to a successful meeting is productive exchanges, where each attendee contributes their perspectives and solutions for a comprehensive problem-solving approach. This way, we can achieve communication synergy that is both effective and engaging for all participants.

Next Step

Step 5: Review of the Month

Being a meeting expert involves comprehensively reviewing monthly operations, celebrating the team’s successes, analyzing completed projects and achieved objectives, while also identifying areas of shortcomings. This process aids in shaping strategic planning for the upcoming month and enhancing overall performance by learning from past experiences.

Next Step

Step 6: Planning for the Next Month

Review past performance to formulate plans for the upcoming month. Set fresh goals, initiate new projects, and make necessary modifications to existing tasks. This process promotes continual progress, keeping the team oriented towards accomplishing the company’s goals while fostering efficiency and productivity.

Next Step

Step 7: Assigning tasks

Assigning new tasks to team members should be an effective process driven by their individual skills and capacity. It is needed as it establishes accountability, ensuring each team member is responsible for their task. Additionally, it promotes efficiency as the right tasks are entrusted to the right individuals, reducing bottlenecks and facilitating a smooth workflow.

Next Step

Step 8: Conclusion of the Meeting

Wrap up the meeting by summarizing key takeaways and decisions made, providing clarity and agreement amongst all participants. Moreover, ensure to keep an open forum towards the end, giving everyone the opportunity to voice any missed points or provide additional insight.

Next Step

Step 9: Post-Meeting Follow-up

This entails distributing a meeting summary or minutes to all participants, capturing the discussions, decisions, and action points, including the responsible personnel and timelines for completion. It’s an essential reference to help team members monitor their obligations and timeframe, fostering accountability and efficiency in operations.

Questions to ask as the leader of the meeting

1. What progress have we made towards our goals this month? (To assess overall progress and measure performance against objectives.)

2. What were the major achievements or successes this month? (To celebrate accomplishments and boost team morale.)

3. What were the key challenges or obstacles we faced? (To identify any recurring issues and find ways to overcome them.)

4. How did we address those challenges? (To evaluate the effectiveness of strategies and solutions used to overcome obstacles.)

5. What lessons did we learn from the challenges faced? (To ensure continuous improvement and avoid repeating similar mistakes.)

6. How did we collaborate as a team this month? (To evaluate teamwork and identify areas for improvement.)

7. Were there any instances of exceptional performance or outstanding contributions from team members? (To recognize and reward individual efforts and foster a culture of recognition.)

8. Were there any missed opportunities or areas where we could have performed better? (To identify gaps and make necessary adjustments for future success.)

9. What feedback or suggestions do you have for me as a leader? (To promote open communication and gather insights on leadership effectiveness.)

10. What are our top priorities for the coming month? (To set clear expectations and ensure focus on the most important tasks.)

11. How can we better align our efforts with organizational goals? (To ensure that individual and team objectives are aligned with the overarching goals of the organization.)

12. Are there any additional resources or support needed to achieve our goals? (To identify and address any resource gaps that may hinder progress.)

13. What are the key initiatives or projects that we should prioritize in the coming month? (To ensure that efforts are directed towards the most impactful projects.)

14. What steps can we take to improve overall performance and productivity? (To promote continuous improvement and identify areas for efficiency gains.)

15. What are the upcoming challenges or potential risks that we need to anticipate and prepare for? (To proactively address any potential risks and develop mitigation strategies.)

16. How can we better communicate and collaborate with other teams or departments? (To foster cross-functional collaboration and enhance overall organizational effectiveness.)

17. What training or development opportunities should we consider for individual team members? (To support professional growth and enhance skills within the team.)

18. What are the key takeaways from this meeting that need to be communicated to the broader team or organization? (To ensure alignment and transparency across the organization.)

To prepare a monthly review meeting agenda as a leader, start by listing the key topics that need to be discussed. Then prioritize them based on their importance and urgency. Include any updates on ongoing projects, review team performance, address challenges, and define action plans for the next month. Allocate sufficient time for each item to ensure productive discussions and valuable outcomes.

How To Prepare For A Monthly Review Meeting
Meeting Preparation Icon

In a monthly review meeting, it is essential to cover various topics to ensure effective communication and progress tracking. These topics should include the team’s achievements, challenges faced, upcoming projects, resource allocation, budget updates, and feedback for improvement. Open discussions on these areas allow for better collaboration and decision-making, ultimately driving success and growth.

See Our Monthly Review Meeting Template
Meeting Template Icon

Software tools to facilitate a Monthly Review Meeting

Software helps leaders run monthly review meetings by providing tools for organizing and analyzing data, generating reports, and facilitating collaboration. It streamlines the process, making it easier to track progress, identify trends, and make informed decisions. Leaders can access real-time data and insights, ensuring efficient and effective discussions during the meeting and enabling them to drive their team’s growth and success.

Our Recommendations:


Running an effective monthly review meeting is about so much more than just reviewing numbers. It’s an opportunity to bring clarity to your team’s efforts, celebrate accomplishments, and navigate challenges with collective wisdom. Always remember to plan meticulously, maintain open communication, make data-driven discussions, encourage participation, and offer constructive feedback. By capitalizing on these strategies, you will not just conduct efficient and fruitful monthly review meetings, but also drive your team towards shared goals and continuous improvement. Remember the art of running fruitful monthly meetings doesn’t happen overnight but gets perfected with consistent practice and adaptability. Be patient, open to feedback about the reviews themselves, and strive to make each meeting better than the last.

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is the purpose of a Monthly Review Meeting?

The purpose of a Monthly Review Meeting is to review the team’s progress and achievements during the past month. It’s also a space for discussing any issues or challenges the team faced, and plan strategies for the upcoming month.

Who should participate in a Monthly Review Meeting?

Typically, members of the specific project or department, including all levels of hierarchy from upper management to project workers, should participate in a Monthly Review Meeting. However, this may vary depending on the organization size and structure.

What should the agenda of a Monthly Review Meeting include?

The agenda could include a review of the past month’s key performance indicators (KPIs), a discussion about the competencies of the team, budget updates, a recap of wins and challenges, and setting goals and targets for the upcoming month.

How long should a Monthly Review Meeting typically last?

The length of a Monthly Review Meeting may vary, but it often lasts between one to two hours. It’s crucial to make sure all points are covered while maintaining the meeting’s pace to ensure it doesn’t take up too much time.

How can a Monthly Review Meeting become more efficient?

Ensure everyone comes prepared by sending out the agenda beforehand. Keep the meeting focused on discussing results, identifying problems, and determining new targets or strategies. Allocating a specific time limit for each topic also helps maintain efficiency.

Get free access to our meeting webinar

By submitting the form you are subscribing to our newsletter. Our newsletter contains information about new blog articles, other offers, tips and promotions from MeetingFever. You can unsubscribe at any time. Information on data protection, revocation, performance measurement and logging can be found in our privacy policy.