DELIVER Conduct Quarterly Business Review (QBR) A Quarterly Business Review (QBR) is a strategic meeting held every quarter to evaluate and discuss the performance, goals, and future plans of a business or partnership. How To Perform 1. Preparation 3. Execution ● Schedule the Meeting: Set the date and time well in advance. ● Follow the Agenda: Keep the meeting focused and on track. ● Set Objectives: Define clear goals for the QBR. ● Engage Participants: Encourage active participation. ● Gather Data: Collect performance metrics, financial reports, and ● Present Clearly: Use visual aids for data presentation. customer feedback from the past quarter. ● Document Key Points: Take detailed notes. ● Prepare the Agenda: Outline topics, time, assign presenters. 2. Agenda Structure 4. Post-Meeting Follow-Up ● Introduction: State the purpose and objectives of the QBR. ● Distribute Minutes: Summarize discussions, decisions, and actions. ● Performance Review: Highlighting achievements and challenges. ● Track Progress: Monitor action items and goals. ● Customer Feedback: Share insights from customers. ● Maintain Communication: Keep stakeholders updated throughout ● Financial Overview: Review financial performance. the quarter. ● Operational Review: Discuss project updates/resource allocation. ● Goals and Objectives: Set SMART goals for the next quarter. ● Action Items: Define and assign tasks with deadlines. ● Q&A Session: Allow time for questions and discussion. ● Conclusion: Summarize key takeaways and next steps