MONITORING AND EVALUATION TOOL
| 1
MANAGEMENT COMMENTARY TEMPLATE Dear investors, Thank you for your investment in [PORTFOLIO COMPANY]. Here is the update prepared by me, [NAME OF AUTHOR], the [TITLE] of [PORTFOLIO COMPANY]. The three most important things that happened or were accomplished at [PORTFOLIO COMPANY] this quarter were: 1. 2. 3. Our quarterly sales (increased / decreased) because of these reasons: ___________. Our profit margin (increased / decreased) because of these reasons: ____________. Overall, we (missed, met, exceeded) our budget targets because of these reasons: __________. The main risks to our company are: __________. The main opportunities we are pursuing are: ___________. The most important things happening in the market right now are: ____________. The three key things I plan to accomplish in the next quarter are: 1. 2. 3. I, [NAME OF AUTHOR], have prepared this update and reviewed the financial statements provided to you. I believe both are accurate and represent the state of the company I am responsible for managing. I commit to running this company ethically and in the best interest of its lenders and shareholders.