Template

Template: 30-minute weekly retail execution review

An action-focused meeting agenda for regional managers, agencies and brand teams.

ForField managerTrade marketingOperations leader2 min readReviewed October 26, 2026

Free to use and adapt. No sign-up needed.

This is an example cadence; adapt the duration to the size and risk of the program.

TimeTopicDecision to make
0-5 minData confidence and priority-store coverageWhich missing records or unserved outlets change our interpretation?
5-12 minMaterial shelf and campaign exceptionsWhich stores need intervention this week?
12-20 minOverdue actions and repeating root causesWho owns each decision and by when?
20-25 minTeam capacity and territory changesWhat should be reassigned, postponed or removed?
25-30 minDecisions and commitmentsWhat will be verified before next meeting?

Decision log

IssueDecisionOwnerDueVerification
[Describe][Action][Person/role][Date][Evidence]

Rules of a useful meeting

  • Prioritize actions that can change a store outcome; do not read dashboards aloud.
  • Disclose data coverage and unknowns before interpreting trends.
  • A recurring problem may need a supply-chain or retailer action, not another visit.
  • Close with a short list of named commitments.
  • Start the next meeting by reviewing the last meeting's commitments.

Learn: Turn observations into verified fixes

Keep going

Related reading.

Performance & AnalyticsThe exception loop: how to turn audits into fixesCreate ownership, severity rules, resolution SLAs and verification so store issues do not recur unnoticed.3 min readRetail Execution ExcellenceRetail execution: a practical operating modelTurn field activity into reliable in-store outcomes through a repeatable plan, execute, verify and improve cycle.5 min readRetail Execution ExcellenceThe perfect-store framework: what good looks likeDesign a practical store-health scorecard across availability, assortment, shelf, promotions and service.5 min read
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