# Monthly Review Example

## Period
2026-03

## Client / Project
Operations dashboard retainer

## Objectives Reviewed
- improve request ownership clarity
- reduce reporting lag
- cut repeated support questions from admin staff

## Work Completed
- shipped owner assignment improvements
- added weekly summary reporting view
- updated onboarding notes for admin workflow

## Metrics / Outcomes
- reporting turnaround improved from 3 days to 1 day
- missed owner assignments decreased
- admin support questions reduced after updated guide rollout

## Support / Risk Signals
- approval flow is still partly manual
- users want better filtering in reporting

## Scope Drift / Change Requests
- client requested external stakeholder visibility, which likely requires a scoped follow-up phase

## Open Issues
- reporting filters still limited
- permissions model may need expansion next cycle

## Recommended Next Priorities
- improve reporting filters
- define external visibility requirements
- review whether approval flow belongs in current retainer or future phase

## Renewal / Commercial Notes
Current retainer is healthy, but growing requests suggest a future renewal conversation around expanded scope.

## Roles Needed Next Cycle
- Khidmat Pelanggan
- Penganalisis
- Strategi Produk
- Penulis Cadangan