Agree on the starting point
Define where the job, budget, commitment, schedule, and financial record live. When departments keep independent trackers, the meeting often begins with reconciling versions rather than understanding what changed.
Review a small set of useful questions
What changed since the last review? Where are contribution, cash, delivery, or customer expectations at risk? Which issue needs a decision across teams? Use detail to investigate the exceptions that matter.
Close the loop
Leave with an owner and next action for each decision. Return to those actions at the next review. Over time, repeated issues should improve estimating, purchasing, scheduling, and training. A report earns its place when it helps someone act.
Bring these questions to your next review.
- Do we agree on the underlying record?
- What changed that requires a decision?
- Did last week’s action resolve the issue?