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Quarterly Business Review (QBR)
Prepare and deliver comprehensive quarterly business reviews to leadership and stakeholders.
1-2 weeks (preparation)
9 steps
Overview
A complete QBR preparation workflow from gathering metrics to creating presentations and facilitating review meetings. Ensures you tell a compelling story about performance, learnings, and future plans.
Prerequisites
- Quarterly goals and OKRs defined
- Access to metrics and analytics
- Quarter completed (or nearly complete)
- Stakeholder availability for review meeting
Steps
1
Gather Metrics & Data
2-3 daysCollect all relevant metrics, KPIs, and performance data for the quarter.
Deliverables:
- •Metrics data exported
- •OKR performance data
- •User feedback compiled
- •Financial data
- •Competitive intelligence
Tips:
- •Start gathering data 1-2 weeks before quarter end
- •Pull data from all sources (analytics, CRM, support, etc.)
- •Calculate vs goal and vs last quarter
- •Include qualitative data (user quotes, feedback)
2
Analyze Performance
2-3 daysAnalyze what happened, why, and what it means.
Prompts to use:
Deliverables:
- •OKR grades and analysis
- •Metric trends analysis
- •Win/loss analysis
- •Root cause analysis for misses
- •Success factor analysis for wins
Tips:
- •Don't just report numbers, explain why
- •Identify root causes for misses
- •Celebrate wins but be honest about misses
- •Look for patterns across multiple metrics
3
Synthesize Learnings
1 dayDocument what worked, what didn't, and key learnings.
Prompts to use:
Deliverables:
- •What worked (and why)
- •What didn't work (and why)
- •Key learnings
- •Recommended changes
- •Experiments to run
Tips:
- •Get input from the whole team
- •Focus on learnings, not blame
- •Be specific about what you'll change
- •Document for future quarters
4
Plan Next Quarter
2-3 daysDefine priorities and goals for the upcoming quarter.
Prompts to use:
Deliverables:
- •Next quarter OKRs
- •Top 3-5 priorities
- •Resource plan
- •Key initiatives
- •What we're NOT doing
Tips:
- •Build on learnings from last quarter
- •Limit priorities to 3-5 major initiatives
- •Be explicit about trade-offs
- •Align with company strategy
5
Create Executive Summary
2-3 hoursWrite a concise executive summary of the QBR.
Prompts to use:
Deliverables:
- •One-page executive summary
- •Key highlights
- •Critical decisions needed
- •TL;DR version
Tips:
- •Write this last after full analysis
- •Keep to one page maximum
- •Lead with most important insights
- •Make it readable in 3 minutes
6
Build QBR Presentation
1-2 daysCreate the QBR presentation deck.
Prompts to use:
Deliverables:
- •QBR presentation deck
- •Supporting appendix slides
- •Talking points
- •Backup slides for questions
Tips:
- •Keep main deck to 20-30 slides max
- •Use visuals (charts, graphs) not just text
- •Tell a story, don't just show data
- •Prepare backup slides for deep dives
7
Stakeholder Preview
2-3 hoursPreview QBR with key stakeholders before the main meeting.
Deliverables:
- •Stakeholder feedback
- •Refined presentation
- •Pre-aligned on key points
- •Questions anticipated
Tips:
- •Share deck 2-3 days before QBR meeting
- •Do 1:1 previews with key stakeholders
- •Address surprises before the meeting
- •Build alignment on controversial points
8
Facilitate QBR Meeting
60-90 minutesRun the QBR meeting with leadership.
Prompts to use:
Deliverables:
- •QBR presented
- •Decisions documented
- •Action items captured
- •Next quarter goals approved
Tips:
- •Timebox each section
- •Leave time for discussion
- •Capture action items and decisions
- •End with clear next steps
9
QBR Follow-Up
2-3 hoursDocument outcomes and share with broader team.
Prompts to use:
Deliverables:
- •Meeting summary
- •Action items with owners
- •Decisions documented
- •Team communication
- •Deck shared
Tips:
- •Send summary within 24 hours
- •Share highlights with broader team
- •Assign owners to all action items
- •Archive QBR for future reference