Review agenda (30-45 mins)
- Review prior-week KPI shifts and exceptions.
- Identify top leakage contributors by dollar impact.
- Agree corrective actions and owners.
- Confirm deadlines and next review checkpoint.
Role responsibilities
- Owner: prioritization and outcome accountability.
- Operations Lead: root-cause analysis and execution updates.
- Admin: data integrity, export readiness, exception tracking.
Expected outputs
- Top three actions with owner and due date.
- Recorded assumptions updates (if quoting changes apply).
- Clear status from last week’s actions (done/in progress/blocked).