# Monthly product review · [Product] · [Month, Year] **Author:** [PM] **With:** [finance partner, engineering lead, design lead] **Review date:** [5 to 10 business days after month close] **Length:** six pages or fewer, plus appendix **Reviewers:** [leader, peers, invited stakeholders] **AI drafting disclosed:** [Yes/No; verified by Name] ## 1. Summary (half a page, prose) What happened, whether we're on track against the annual plan, and the one or two decisions or asks for this review. ## 2. Metrics against plan and prior year | Metric | Type (input/output) | Actual | Plan | Prior year | Commentary | |---|---|---|---|---|---| | | | | | | | Commentary: most of it on controllable inputs. For each exceptional move: cause, or "unknown" and next step. ## 3. Key initiatives (three to five) | Initiative | Owner | Status (R/Y/G) | Input metric it moves | Headcount | Next milestone | |---|---|---|---|---|---| | | | | | | | For anything yellow or red: what changed, what we're doing, what we need. ## 4. Assumptions that changed, and proposed course corrections | Plan assumption | What we now believe | Evidence | Proposed change | Decision needed from | |---|---|---|---|---| | | | | | | ## 5. Top risks (from the risk register) | Risk | Owner | Early indicator status | Change since last month | |---|---|---|---| | | | | | ## 6. Resources Hiring against plan; fixed and variable operating cost against budget; inference or other usage-driven cost against budget. ## 7. Asks and decisions 1. [Decision or ask] · Approver: [Name] · Needed by: [Date] ## Appendix (never required reading) 6-12 charts, detailed tables, decision log entries made this month.