Meetings are monthly starting on the 10th day after month end.
Required invites are the executive and the CFO. Optional attendees are the rest of the e-team and anyone who has an interest in the metric.
The functional owner will prepare a google slide presentation with the content to be reviewed.
The finance business partner assigned to the functional area will meet with the owner at least one week in advance and ensure that follow-ups from last meeting have been completed and that data to be presented has proper definitions and is derived from a Single Source of Truth.
The title of every slide should be the key takeaway
A label on the slide should convey whether the metric result is "on-track" (green), "needs improvement" (yellow), or is an "urgent concern" (red).
A google doc will also be linked from the calendar invite for participants to log questions or comments for discussion, and to any additional track decisions & action items.
Wherever possible the metric being reviewed should be compared to Plan, OKR target, KPI target, or industry benchmark.
There is no presentation, the meeting is pure Q&A. Of course people can ask to talk them through a slide. If you want to present please post a Youtube video like Todd did and link that from the slide deck, agenda, and/or slack.
The functional owner is responsible for preparing the document 24 hours advance of the meeting. The owner should update the meeting invite and send to all guests so they know the materials are ready for review.