# Templates

Ready-to-use templates for running IBP meetings and tracking the decisions that come out of them. These are starting points, not rigid prescriptions — adapt the agendas, checklists, and timing to fit your organization's context and maturity level.

1. Pick the meeting you're preparing for.
2. Review the pre-meeting checklist — if you can't check most items, the meeting isn't ready to run.
3. Follow the agenda structure for your first few cycles, then adjust based on what works.
4. Capture the outputs — every meeting should produce a decision log and action items.

All templates assume a monthly IBP cadence. If your organization runs a different cycle, adjust the timing accordingly. See Planning Horizons for how the monthly IBP calendar works.

These three meetings follow a deliberate sequence within each monthly cycle:

Week 1: Data refresh & statistical forecast
Week 2: Demand Review → consensus demand plan
Week 3: Supply Review → proposed supply plan + gap identification
Week 4: Executive IBP / MBR → approved operating plan + decisions

Each meeting builds on the outputs of the previous one. The demand plan feeds the supply review; supply gaps and financial reconciliation feed the executive meeting. Skipping a step — or running them out of order — undermines the entire process.

For more on the process flow, see Management Business Review and Governance & Decision Rights.