Executive Business Review (EBR) - Manufacturing Template

Meeting Prep Checklist

Review previous meeting notes
Gather data on key performance indicators (KPIs)
Prepare an update on production and operations
Conduct an internal review of product quality and compliance
Research recent market trends
Prepare financial performance updates
Strategize for future production planning
Prepare a list of questions for a wrap-up discussion

Meeting Agenda Template

  • Welcome and introductions
  • Review of previous terms and conditions
  • Presentation of key performance indicators (KPIs)
  • Discussion on production and operational updates
  • Evaluation of product quality and compliance
  • Analysis of market trends and impact on the business
  • Review of financial performance
  • Strategic planning session for future production
  • Q&A and wrap-up

Meeting Notes Template

  • Attendee list
  • Key points in KPI discussion
  • Production and operation updates
  • Quality and compliance topics discussed
  • Outline of market trends discussed
  • Main points in financial review
  • Future production plans
  • Q&A session insights

Meeting Follow-up Checklist

Log meeting notes in CRM
Update opportunities and contacts
Transcribe and archive the meeting transcript/recording
Send a follow-up email summarising the discussion and outlining next steps
Share meeting summary with colleagues
Update KPI tracking and financial performance reports
Begin implementation of future production plans