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LeadershipReview

Internal quarterly business review (QBR)

90 minutes 7 blocks Free template

Compare last quarter's plan with results, explain wins and misses, and decide which initiatives to start, stop or continue.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingLeaders agree why the quarter went as it did and which initiatives to start, stop or continue next quarter.

90 min · 7 blocks, drawn to scale Fits exactly
  1. Previous quarter's action items: status, 10 minutes 10
  2. Performance vs KPIs and financials, 20 minutesInfo 20
  3. Reasons for successes and misses, 20 minutesDiscuss 20
  4. Start, stop or continue, 5 minutes 5
  5. Next-quarter priorities, 20 minutesDecide 20
  6. Action items and owners, 10 minutes 10
  7. Feedback on the QBR process, 5 minutes 5
023456890 min
  1. +0′Previous quarter's action items: status10 minInfo
  2. +10′Performance vs KPIs and financials20 minInfo
  3. +30′Reasons for successes and missesTip: Cover what worked as well as what to improve.20 minDiscuss
  4. +50′Start, stop or continueFor this initiative next quarter: start, stop or continue?5 minVote
  5. +55′Next-quarter priorities20 minDecide
  6. +75′Action items and ownersTip: No data point leaves without an action plan.10 minWrap-up
  7. +85′Feedback on the QBR process5 minWrap-up

Why it works

Built so the internal quarterly business review (qbr) ends on time, with everyone in it.

  • Updates stay short

    30 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    20 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • A vote the whole room sees

    One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Send the agenda and pre-reads well ahead of the meeting.
  2. 2Put effort into the content rather than polishing slides.
  3. 3Start with last quarter's action items so accountability carries over.
  4. 4Discuss successes as well as misses, and stay on the agenda.
  5. 5Turn findings into action plans with owners, then ask how the QBR itself could improve.

Questions about the internal quarterly business review (qbr)

What should an internal QBR agenda include?
Status of last quarter's action items, performance against KPIs and financials, reasons for successes and misses, next-quarter priorities, action items and owners, and feedback on the process.
How long should a QBR be?
The sources opened don't state a length. This template uses 90 minutes.
What makes a QBR fail?
Data without action plans, effort spent on slides instead of content, focusing only on what to improve, and getting sidetracked.

Built from

The structure, timings and tips on this page come from these sources.

  • cascade.app
  • chiefoutsiders.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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