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playbook

Monthly Business Review

Close Month, Set Priorities

Another month gone.

When to run
"Run monthly review" or first week of month
Time saved
~6 hrs manual → ~60 min automated
How often
Monthly
Compounds
Trend detection sharpens — each review builds on prior months

How it runs

  1. financial-reporting → P&L and cash
  2. business-reporting → month-over-month
  3. Flag anomalies
  4. crm-pipeline → pipeline health
  5. project-status → delivery status
  6. Identify binding constraint
  7. prioritization-craft → RICE priorities

What it needs

  • last-month-priorities.md
  • financial-data

What you get

  • monthly_review.md
  • pipeline_health.md
  • priorities_next_month.md