Made by readywhen · duplicate this page to use it.

MONTHLY REPORT · [Business or team] · [Month Year]

Prepared by: [name] · For: [owner / team / stakeholders]

The month in three lines

[What defined the month: the result, the surprise, the theme.]

Objectives: where we landed

Objective (set last month)	Result	Why
…	hit / partial / missed	…

Key numbers (5-8, from your KPI set)

Metric	Value	vs last month	Context
…	…	…	…

Project status

Project	Status	Health
…	…	on track / at risk / done

Accomplishments

[The 3-5 things worth remembering this month happened]

Plans for next month

Objective	What done looks like	Owner
…	…	…

This block is the point. A monthly report without next month’s plan is a history lesson.

Monthly report template · made by readywhen — readywhen compiles the month on the 1st: objectives scored, numbers filled, next month’s plan drafted.