Inventory meetings fail when everyone brings a different number. Evidence-backed reviews use the same three facts per flagged SKU and end with named actions — not "we'll look into it."
Before the meeting
Distribute a ranked list: SKU, risk band, recommended action (reorder / stop-buy / transfer / escalate), and three evidence bullets — e.g. cover days, velocity trend, last sale date.
During the meeting
- Time-box overrides: buyer or sales lead states why they disagree and what they will do instead
- Log overrides — they reveal bad lead times, wrong pack sizes, or account-specific deals
- No new SKUs on the floor unless they displace an equal-risk line
After the meeting
Export actions to PO drafts, transfer requests, or CRM tasks. Review completion rate next week — if actions stall, the list was too long.
Finance participation
Invite finance for clear-down and margin flags, not every reorder line. Shared evidence keeps the conversation on cash and service — not chart aesthetics.