5 Quarterly Business Review Meeting Agenda Templates
View a collection of meeting agenda templates to help you prepare a successful QBR so that you can align on and execute organizational goals.
Quarterly business reviews are an essential component to businesses running smoothly. The purpose of a quarterly meeting is to identify company goals and upcoming projects. The discussion should include the individual goals that contribute to the company’s overall goals.
The main benefit of a quarterly business review meeting is to focus on the exact projects that need to be accomplished for upcoming launches. A QBR template can be beneficial when it comes to organizing the points you’d like to make.
Here are 5 different quarterly business review meeting agenda templates you can use:
- Quarterly OKR Goal-Setting Template
- Client Quarterly Business Review Meeting Template
- Sales Quarterly Business Review Meeting Template
- Quarterly Planning Meeting Template
- OKR Review Meeting Template
🌟 Pro Tip: try our meeting agenda app to create, customize, and save your own templates
Quarterly OKR Goal-Setting Template
- OKR Review- Where did we succeed last quarter?
- Objectives- What are 3 things you want to accomplish this quarter?
- Key Results- How will we measure progress towards the goal?
- Resources- How can I help?
- Action items- What are the next steps?
Client Quarterly Business Review Meeting Template
Curated by Gainsight
- Delivery & ROI- Why did the customer purchase the product and how well have you fulfilled that need?
- Support review- Review the amount of tickets submitted by the customer and their resolution times.
- Health scorecard- Scorecard methodology and overall health score.
- Lifecycle stage- Review where the customer stands in terms of implementation.
- Benchmarking- How does this customer compare to others?
- Product usage- What does usage look like, along with trends?
- Product roadmap- Placeholder for roadmap slides.
- Action items- What came out of this meeting?
Sales Quarterly Business Review Meeting Template
- Intro Q&A- What would you like to know?
- Previous Quarter- Efforts & Results
- Learnings- What did we learn over the last period?
- Next Quarter- Initiatives & Forecast
- Outro Q&A- What have we not answered yet?
- Action items- What came out of this meeting?
Quarterly Planning Meeting Template
- Previous Quarter- Reviewing the last quarter involves carefully looking at: Metrics/Results, Highlights and Insights/Learning
- Upcoming Quarter- After reviewing the previous quarter, you will discuss the following: Company goals, Team priorities, Key activities and responsible individuals.
OKR Review Meeting Template
- Goal performance-Review our progress on key results.
- Blockers-List any blockers you have run into.
- Learnings-List any learnings from this process.
- Next Steps-What do we need to accomplish next? What are the next steps?
Looking for more meeting agenda templates?
Check out some of our other articles:
- 11 Meeting Templates for Every Stage of a Project
- 7 Board Meeting Minute Templates for Executive Teams
- 6 Meeting Templates for Retrospective and Reflection
Or view the entire Fellow meeting template library on our website. There are over 400 templates to browse👇
