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Monthly review presentation: A comprehensive guide

Learn how to create a monthly review presentation that's comprehensive and informative, with tips on content, design, and delivery.

Raja Bothra

Building presentations

Hey there, fellow presentation enthusiast!

Today, we're diving deep into the world of monthly review presentations. If you're wondering how to craft the perfect monthly review, you're in the right place.

We'll explore what a monthly review is, its purpose, and how to create an engaging one. Plus, we'll share some do's and don'ts to keep you on the right track.

So, let's get started!

What is a monthly review?

A monthly review is like a business checkpoint, a chance to assess where you stand, where you're going, and what's been achieved. It's your opportunity to showcase your team's progress, delve into financial performance, and analyze key metrics. In essence, it's your business's monthly report card.

Purpose of monthly review presentation

So, why invest your time and effort in crafting a monthly review presentation? Let's take a closer look.

Navigation in the business wilderness: Think of a monthly review presentation as your trusty compass in the vast wilderness of business. It serves as your guiding light, helping you navigate through the complex terrain of company performance. Just as a compass ensures you stay on course in the wilderness, a monthly review presentation keeps your business journey on track.

Evaluation and informed decisions: One of the primary purposes of a monthly review presentation is to evaluate your performance. Imagine it as a magnifying glass, allowing you to closely examine your recent achievements and areas where improvement is needed. It's your opportunity to dissect the numbers, scrutinize the data, and draw meaningful conclusions.

These insights aren't just for show; they empower you to make informed decisions. It's like having a reliable map in the wilderness—knowing where you've been helps you chart the best path forward.

Team communication and alignment: It's a tool for fostering communication within your team, ensuring that everyone's compass points in the same direction. In the corporate jungle, alignment is key. Your presentation serves as a campfire where team members gather to share insights, exchange ideas, and collectively plan for the future.

But there's more to it:

Engaging with stakeholders: These presentations provide a crucial platform for communicating with stakeholders, be it investors, board members, or executives. It's akin to raising a flag, signaling your commitment to transparency and building trust. When everyone shares the same view through your presentation, you pave the way for alignment towards common goals.

Spotting growth opportunities: These presentations are like a pair of binoculars, helping you spot areas where your company or team may be underperforming. Armed with this knowledge, you can chart a course towards improvement, making necessary course corrections.

Setting sail towards goals: Additionally, these presentations help set the sails for the future. By reflecting on past performance, you can strategically set goals that ensure you're on the right course to achieve long-term objectives.

And there's more in the toolbox:

Fostering collaboration: Think of monthly review presentations as a campfire gathering where different teams and departments come together. Through these discussions, you can identify opportunities for teams to work together more effectively, promoting collaboration.

Boosting team morale: Finally, don't forget the morale boost. Monthly reviews are an opportunity to recognize and celebrate your team's successes. Think of it as sharing stories around the campfire, where each team member's contribution is acknowledged and applauded.

KPIs and metrics to add in monthly review presentation

Now, let's delve into the numerical heart of your monthly review presentation—the key performance indicators (KPIs) and metrics. It's crucial to understand that the specific KPIs and metrics you include should align with your industry and business goals. While there's no one-size-fits-all approach, here are some common KPIs and metrics to consider:

Financial KPIs: These are the dollars and cents of your operation, measuring your financial performance. This includes metrics like revenue, profit, and cash flow. These figures provide a financial snapshot of your business, and they're like the North Star guiding your financial strategy.

Operational KPIs: Imagine these as the gears that keep your business engine running smoothly. They gauge the efficiency and effectiveness of your operations. Metrics like customer satisfaction, employee productivity, and product quality are key indicators. They ensure your business engine hums along smoothly.

Marketing KPIs: Think of these as the compass that guides your marketing efforts. They measure the performance of your marketing campaigns. Metrics like website traffic, leads generated, and conversion rates reveal the effectiveness of your marketing strategies.

Sales KPIs: These are the sails of your business, propelling it forward. They measure the performance of your sales team, including metrics like the number of deals closed, average sales value, and sales pipeline. These indicators drive your sales strategy.

In addition to these, consider industry-specific KPIs and metrics that align with your unique business goals. For instance, if you're in the software industry, tracking metrics like the number of active users, feature adoption, and customer churn rate can be vital.

When selecting KPIs and metrics for your monthly review presentation, keep these principles in mind:

Alignment with business goals: Your chosen KPIs and metrics should align seamlessly with your overarching business objectives. They should act as your compass, guiding you towards these goals and highlighting areas that require attention.

Relevance to stakeholders: Remember, your audience is crucial. Choose KPIs and metrics that resonate with your stakeholders. These should offer valuable insights into your company or team's performance and address questions and concerns that matter to them.

Actionability: The KPIs and metrics you pick should be actionable. This means that you can use the data to identify areas for improvement and formulate action plans to enhance performance.

In essence, your KPIs and metrics are the stars of your monthly review presentation. They illuminate your path, helping you make informed decisions, improve performance, and steer your business towards success.

How to structure an effective monthly review presentation

Building an effective monthly review presentation is like constructing a well-designed building, it needs a solid structure to stand tall. Just as architects plan meticulously, you should structure your presentation with care, ensuring it engages your audience from the beginning to the end. Let's dive into the blueprint for success:

Foundation: Tailoring to your audience and purpose

Before you lay the bricks of your presentation, remember that it should be tailored to your audience and the specific purpose of the presentation. Consider who you're addressing and why. Are you speaking to investors, executives, or your team? Is your goal to inform, inspire, or strategize? Your structure should align with these considerations.

The architectural plan: A general structure

Here's a general structure that can serve as the framework for your monthly review presentation:

Introduction: Lay the groundwork by introducing yourself and the presentation's purpose. Provide a snapshot of the company or team's performance during the previous month. This sets the stage and gives your audience context.

KPIs and metrics: Next, delve into the core of your presentation—the KPIs and metrics. Make these numbers come to life by explaining them clearly. Visualize the data using charts and graphs, making it easier for your audience to grasp. Additionally, offer context by comparing the data to historical performance or industry benchmarks. Think of this section as the foundation, supporting the rest of your presentation.

Pinnacle achievements: Shine a spotlight on your company or team's shining moments during the previous month. Did you launch a groundbreaking product, acquire a multitude of new customers, or earn accolades? These are the pillars of success that deserve recognition.

Identifying improvement areas: No structure is perfect without a few renovation plans. Identify areas where your company or team is underperforming. This isn't about dwelling on shortcomings but about charting a course for improvement in the future. It's like identifying cracks in the walls and planning to reinforce them.

Building for the future: Discuss the blueprints for the future. What are the upcoming projects, marketing campaigns, or sales goals? This section is your presentation's penthouse, where you showcase your vision and aspirations.

The grand finale: Conclude your presentation by summarizing the key takeaways. Reiterate your company or team's goals for the future. This is where you add the finishing touches to your architectural masterpiece.

The interior design: Crafting a visually pleasing presentation

While structure is key, aesthetics also matter. Just as a well-organized closet is visually appealing, your presentation should be easy on the eyes. Consider using templates, whether in PowerPoint, Google Slides, or Prezent. Templates offer a professional and visually pleasing design that complements your well-structured content. Remember, a visually appealing presentation is like a beautifully furnished room—it enhances the overall experience.

In conclusion, crafting an effective monthly review presentation requires careful planning and execution. With a well-thought-out structure tailored to your audience and purpose, along with an appealing design, your presentation will stand as a testament to your expertise and dedication to excellence. Like any architectural marvel, it will captivate and inspire those who engage with it.

Do’s and don'ts on a monthly review presentation

Now, let's talk about some do's and don'ts to keep in mind as you craft your monthly review presentation.

• Keep it concise: Your audience's time is precious. Be succinct and get to the point. Focus on the most critical information.
• Use visuals: Visual elements like charts, graphs, and images can make complex data more understandable. Use them wisely to illustrate your points.
• Engage your audience: Make your presentation interactive. Encourage questions, discussions, and feedback. Engaged audiences retain more information.
• Provide context: Whenever presenting data or statistics, offer context. Compare current figures to historical performance or industry benchmarks to give meaning to the numbers.
• Tailor to your audience: Customize your presentation based on your audience's interests and needs. What matters to investors might not be the same as what matters to your internal team.
• Highlight achievements: Celebrate successes and milestones achieved during the month. It boosts morale and shows progress.
• Address improvement areas: Don't shy away from discussing areas where there's room for improvement. Acknowledge challenges and outline action plans for future growth.
• Keep it actionable: Your presentation should lead to action. Discuss concrete steps and strategies for reaching goals and improving performance.

Don'ts:

• Overload with data: Avoid overwhelming your audience with excessive data. Select the most relevant information to include.
• Use jargon: Keep your language accessible. Avoid industry jargon and technical terms that your audience may not understand.
• Ignore design: A cluttered or unattractive presentation can detract from your message. Use clean and professional design elements to enhance your visuals.
• Rush through it: Rushing through your presentation can lead to misunderstandings and missed opportunities for discussion. Pace yourself and allow time for questions.
• Focus solely on numbers: While metrics are crucial, don't forget the human element. Share stories, anecdotes, and real-world examples to make your presentation relatable.
• Neglect preparation: Lack of preparation can lead to stumbling, confusion, and a lack of confidence. Practice your presentation to ensure a smooth delivery.
• Be overly negative: While addressing challenges is essential, don't dwell on the negatives. Balance discussions of improvement areas with recognition of achievements.
• Forget follow-up: A presentation is just the beginning. Don't forget to follow up with your audience afterward, providing any additional information or addressing questions that arise.

Summarizing key takeaways

• Monthly reviews assess progress, financials, and key metrics.
• They guide your business journey like a compass.
• Foster communication, trust, and transparency.
• Spot growth opportunities and set future goals.
• Use relevant KPIs aligned with goals.
• Structure presentations carefully for clarity.
• Use visuals and keep it concise.
• Engage the audience for better retention.
• Address areas for improvement and propose actions.
• Follow up after the presentation for impact.

1. What is a monthly review presentation, and how can it benefit my business?

A monthly review presentation, often referred to as a monthly business review, is a crucial tool for assessing your company's performance. It helps you track your net profit margin, net increase in cash, and q-o-q revenue growth. You can use editable powerpoint templates, also known as ppt templates, to create these presentations effortlessly.

Here is a guide on business review presentation .

2. How can I download monthly review powerpoint presentation slides for my review meetings?

You can easily download monthly review powerpoint presentation slides from any trusted platform available online. These slides deck include sections for business overview, competitor analysis, client and project updates, and future roadmaps. They come in a fully editable format, allowing you to tailor them to your specific needs.

3. What should I include in my monthly review presentation to discuss major projects and future plans?

To discuss major projects and the future roadmap of your company, consider using customizable review ppt slides. These templates offer sections for detailing major projects won or lost and provide a platform to outline your company's goals for the next month and beyond. You can also incorporate slides that highlight financing and investing activities for a comprehensive overview.

4. Can I include financial statements and performance metrics in my monthly review presentation?

Absolutely! Monthly review presentation templates include slides for financial statements, such as net profit margin, net increase in cash, and current assets versus current liabilities. You can also illustrate your company's financial health with text, graphs and charts, displaying quantitative aspects of your performance.

5. How can prezent's monthly review presentation templates help with business communication?

Prezent's monthly review presentation templates are a powerful communication tool. They allow you to present major orders in hand, pipeline orders, and even qualitative aspects of your business, like threat analysis and overall score. These fully editable templates make it easy to convey your company's performance and future plans during review meetings.

Create your monthly review presentation with prezent

Prezent simplifies the process of crafting your monthly review presentation in two key ways: efficiency and brand consistency. With a vast library of professionally designed templates and over 35,000 slides at your disposal, you can save valuable time and effort. Prezent's templates are not only visually appealing but also structured to ensure your content flows seamlessly. This means you can focus on the content that matters most, such as key performance indicators (KPIs), achievements, and future goals, without worrying about design details. Plus, Prezent offers real-time collaboration features, allowing multiple team members to work on the presentation simultaneously, fostering teamwork and efficiency.

Brand consistency is paramount in business presentations, and Prezent helps you stay 100% on brand. The platform ensures that your presentation aligns with your brand's guidelines, from color schemes to fonts and layouts. Customization is made easy, allowing you to tailor the templates to your specific needs while maintaining brand integrity. Furthermore, Prezent offers document management and compliance features, streamlining the organization and approval processes. With Prezent's user-friendly interface and comprehensive tools, you can create compelling monthly presentations that not only impress but also effectively communicate your business insights and goals.

So, get out there, create your winning presentation, and let your monthly reviews shine!

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Home Collections Analysis Report Monthly Business Review Template

Monthly Business Review Template PPT and Google Slides

Monthly Business Review Template Presentation Slide

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• The slides contain 16:9 and 4:3 formats.
• Easy to change the colors quickly.
• It is a well-crafted template with an instant download facility.
• Compatible with Google Slides and PowerPoint.
• This slide is designed with a creative design with a text area.
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Monthly Business Review Template for Efficiency and Effectiveness

Head of Product at Gloww

• Published on August 1, 2023

Many companies invest far too much time and energy into meetings that don’t hold any real value. However, a monthly business review is one thing you don’t want to neglect. Monthly business reviews are one of the easiest ways you can ensure your plans are on track and your company is meeting its objectives. 

As well as being a powerful project management tool for established companies, monthly review meetings are vital for startups finding their feet. They provide a regular window for assessing and analyzing performance. More importantly, they open the floor to questions and insights that can be used to plan for the future. 

Need some help putting together a winning monthly business review template ? We’ve got you covered. 

What is a Monthly Business Review?

Monthly business reviews are meetings where teams come together to assess how performance actually stacks up against strategic goals. The main focus of a monthly review meeting agenda should be metrics. You need to be looking at target metrics and measuring them against actual performance. 

In an ideal world, this performance review will establish that you’re on the right track. Monthly business reviews are also a time for reflection, allowing you to readjust the goalposts if previous targets have been too ambitious. 

Other times, monthly reviews will identify hurdles that are holding you back. Rather than compromise customer satisfaction you can use this as an opportunity to action items to get your plans back on track. 

What is the Importance of a Monthly Business Review Report?

Monthly business reviews have the obvious benefit of letting you know how well your company is doing. However, they’re also useful for improving focus and enhancing internal communication . 

They highlight the importance of key metrics, making it easier for employees and teams to achieve individual goals and larger objectives. While quarterly business reviews are useful in a broader context, increasing the interval period to once a month keeps everyone more engaged. 

What’s more, monthly business review reports encourage individuals to take ownership . Whether you’re welcoming everyone to the table or focusing on departments and line managers, monthly reviews allow you to share knowledge. If a particular team runs into trouble, useful insights can be brought in from other areas of the business to provide potential solutions. 

Monthly business reviews also allow you to react more quickly to problems as they arise. Even if a proposed solution doesn’t prove particularly effective, you’re only one month away from assessing it and deciding on a new course of action if needed. 

How Do I Write a Monthly Business Review?

If this is your first time preparing for a monthly business review , putting together an agenda can seem daunting. You can use your QBR template as a general guideline, but there are other things you’ll want to consider. For a flawless monthly business review , aim to focus on these five key areas:

Take a Look at the Financials First

A good monthly business review hinges on numbers . These are the most useful metrics you have to assess performance and measure the health of your business. Balance sheets, profit and loss statements, and cash flow are all valuable reference points. These provide you with a bird’s-eye view of how well your operation is performing financially. 

If any red flags appear, you can start looking into things like expenses and specific accounts to identify any anomalies. As well as comparing to previous metrics, you need to consider your forecasts. If you haven’t been collecting revenues as planned, you may need to readjust your cash flow forecasts accordingly. 

Is it Time to Reevaluate Goals and Milestones? 

With that out of the way, you can focus on goals and milestones. Have you achieved everything you set out to do in the previous month? Next, think about what you have planned for the next four weeks. Are these goals still realistic? Are the teams and resources you have in place sufficient to achieve them? 

You might decide it makes sense to make changes to team structures or readjust priorities. Project briefs may have also changed, requiring a reshuffle behind the scenes. This monthly reevaluation is crucial if you want to remain agile and isn’t usually possible if you rely on insights from a quarterly report. 

What About Long-Term Goals and Strategies? 

Once short-term goals have been looked at, you can concentrate on long-term ones. Most of the time, these won’t shift from month to month and established companies should only need a few minutes to go over things. 

However, this isn’t necessarily true of younger companies, where business models tend to be less defined. As startups find their feet in competitive markets, long-term goals, and business strategies may be more flexible. 

Leave Time for Discussion

As with any successful meeting , you’ll want to allow time for people to come forward with any points for further discussion. Topics can include anything from resource allocation to suggestions for new ways of working. 

If you want to encourage the best insights, leave plenty of time for open-ended discussion. If you’re dealing with remote teams and departments who rarely communicate outside of formal meetings, this time can be incredibly valuable. 

Establish Meeting Guidelines with Time To Spare

Once you’ve drafted an agenda and presentation template , commit to a locked-down date and time and share it with everyone who’ll be participating. Where possible, stick to the same time and day of the week, every month. 

This way, all the metrics you’ll need can be prepared and delivered for review. However, you’ll want to submit your agenda with at least a week to spare. This leaves plenty of time to review submissions. If anything significant comes up, you’ll be able to adapt your agenda accordingly. 

Enhancing the Visual Appeal of Your Monthly Business Review Template with Gloww

While monthly business reviews can be incredibly useful to your organization, they’re only valuable if you can engage attendees and encourage participation. With Gloww , it’s easy to adapt your monthly business review meetings . 

Take Advantage of Real-Time Collaboration Features

Need to find a solution to a problem? With Gloww, you can hold brainstorming sessions and encourage participants to share ideas with virtual sticky notes. 

If you’re looking for suggestions on how to improve, think about using digital whiteboards to encourage remote teams to collaborate on ideas. Have attendees already prepared documents and PowerPoint templates? With Gloww, these files can be readily shared with everyone else. 

Engage Your Audience with Interactive Activities 

With Gloww, there’s no shortage of interactive elements to keep everyone engaged. Use world clouds and polls for instant feedback. Looking for more in-depth insights? Make use of surveys instead. A Q&A feature also lets individuals ask burning questions, without disrupting the flow of your meeting agenda. Discover Gloww interactive features now.

You can even think about using quizzes to ensure everybody’s been paying attention. To keep things tied to your agenda, frame your questions around things like sales numbers and other metrics that have been covered during the meeting. 

Customize Your Webinar’s Visual Elements to Match Your Branding 

With Gloww, it’s easy to customize your video conferencing sessions . You can add visual elements to make each session more appealing. Personalize each slide with your corporate colors or add your business logo. 

What Do the Gloww Quarterly and Monthly Business Review Templates Include?

Need more convincing that Gloww’s the perfect choice for those monthly and quarterly business review sessions? Below are just a few of the things included in our templates, such as the virtual quarterly business review template:

Interactive Poll

A great monthly business review requires input from all participants. With Gloww’s interactive polls, you can generate instant feedback from all attendees.

PPT/PDF Uploads

PowerPoint presentations and PDF documents are staples of any quarterly or monthly business review. With Gloww, you can incorporate PDF documents and PPT slides with ease. 

HD/YouTube Video

Need to incorporate HD videos into your monthly review presentation? Whether it’s a customer testimonial or training video, you can with Gloww. 

Objectives 

Every monthly business review should reinforce those key objectives. With Gloww, you can keep things on track and spotlight your objectives with user-friendly slides.

Objectives and key results (OKRs) are essential for goal-setting and achieving milestones. With Gloww, you can include eye-catching presentation slides to capture those all-important OKRs.

Quarter’s Results

Reinforcing your results from the last month or quarter is important, whether you’ve done well or need to improve. It’s easy to capture this information with charts or a series of slides with Gloww’s templates. 

Retrospective 

Good project management is all about learning from past mistakes and improving for the future. With Gloww, course correction couldn’t be simpler. Include a retrospective that flags what needs to stop, what you should continue, and what new initiatives need to be introduced. 

Quarter’s Highlights

Use Gloww to shine a light on your success from the previous month or quarter. Focus on new product or service launches, major milestones, and more. 

Employee Shout Outs 

Now’s also a good time to applaud the best performers in your company. Include slides to celebrate the most sales, employees with the best customer feedback, and more. 

Start Using Gloww for Monthly Business Reviews Today 

If you’re tired of depending on second-rate video conferencing solutions for monthly business reviews , it’s time to get started with Gloww. 

Incredibly accessible and boasting plenty of user-friendly templates , you can start putting together a first-class monthly review session in moments. You can customize each slide to your liking, incorporate interactive elements, and ensure every piece of essential information is captured. 

Interesting in boosting morale and lifting your employees’ spirits up after your productive monthly business review? Check out our virtual work happy hour and virtual team trivia .

Eager to get started ? You can start using Gloww for free today . If you’re interested in learning more about our premium features, why not take a look at our pricing plans ? If you’re keen to discuss more about Gloww and how it can help you, drop us a message via the online contact form . 

Ben Aflalo heads Gloww's product team with over two decades of leadership experience. Passionate about leveraging innovative technology, he is committed to building products for the greater good.

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