Bob's Building Supplies holds regular board meetings which are held on the first Friday of each month. The attendees are Bob and Lance, Bob's business coach from Red Hot Business Coaching.
Bob is to provide a monthly report explaining how the company has performed for the prior month along with any wins and losses. The template for this can be found in Google Drive > Management > Board Meetings. Joan, our Virtual Assistant, is responsible for having this ready at least 2 days prior to the meeting for Bob to look over and make any changes if required.