A monthly operating review you can run
Bring your evidence, calculations, decisions, and controls together in a finished self-study submission.
Build your decision packet.
Design a review for a hypothetical acquisition business with multiple leads, one rehabilitation, one held property, and an upcoming debt maturity. The result should let another operator understand the current state without relying on your memory.
- A data dictionary and one-record-per-opportunity rule
- An opening-to-closing cash reconciliation and 13-week cash forecast
- A pipeline cohort report with all cost categories and conversion denominators
- An exception register covering debt, project cost-to-complete, research revisions, and automation failures
- An action register with owners, due dates, acceptance tests, and the next review date
Review the worked example and grading guidance
Start by closing the evidence packet: bank balances, invoices, commitments, project forecasts, debt documents, and dated pipeline records. Reconcile actual cash before forecasting. Model each future obligation by date, including debt maturity and a plausible repair delay; keep uncommitted financing separate from available cash. Group acquisition costs and outcomes by a defined cohort, rather than dividing this month’s costs by unrelated closings. Put unresolved evidence, failed automations, and budget changes in an exception register. A useful meeting ends with decisions and an action register, not a list of observations. Each action states who owns it, when it is due, and what evidence will demonstrate completion. Preserve the forecast so that next month’s review can explain the differences.
Compare the reasoning with your response. Identify missing assumptions, correct any calculation, and explain why a different decision may be justified by different evidence.
Self-review your finished packet.
Completion requires a worked response of at least 80 characters, every mastery criterion checked. This records self-study completion, not professional qualification.