Quarterly business review template

Quarterly business review template

Quarterly business review template

The quarterly business review (QBR) template is an excellent resource for documenting the way our offering can help you achieve your goals—and ultimately reach your vision.

Use this template first to document a set of goals related directly to the ways your organization uses our offering. Then return to it on a quarterly basis to assess our progress toward our goals and to make a plan for the next quarter.

The quarterly business review helps you:

  • Get aligned on how to achieve your business goals
  • Outline the aim and potential impact of your solutions
  • Measure the results of your solutions at regular intervals
  • Ideate on how to evolve your goals and strategies over time

How to use the quarterly business review template

To use Mural’s quarterly business review template, follow the steps outlined below with your stakeholders.

1. Define your primary business aims

Start by defining the value your business offers and the outcomes you want to achieve. In other words, “what is the overarching impact your product or offering has on the organization?”

In this step, you want to keep your business value in mind, so all goals that are defined later are aligned with the business value proposition.

2. Evaluate your current quarter goals

Next, evaluate your current goals. You will use them to decide which goals to move forward in the next quarter and which goals need to be readjusted and redefined.

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List your current quarter business goals. Then ask yourself the following questions:

  • Which goals were achieved? Or how much of the goal was achieved?
  • Which goals weren’t achieved? Why were they not achieved?
  • What was the impact on the business? In other words, how much did your company change your customer’s ROI?
  • What goals will continue? Which ones will stop? Which ones will change? Which ones will start?

For example, you could stop “requiring a payment method at sign-ups” or change the “sign-up process” as a goal.

3. Plan upcoming goals

Last, based on the performance of the existing goals, how will these goals improve or evolve? Do some of the goals need refinement to better match the customer’s needs?

For each new goal, keep in mind the following:

  • Identify goal obstacles. You want to be able to plan ahead and avoid future roadblocks.
  • What resources do you need to achieve the goal? Outline the resources to ensure the goal will be met.
  • How will you measure success? How will you measure the progress of a goal? And who will be responsible for tracking the progress?
  • What actions does the goal require? What procedures and plans must be put in place in order to achieve the goal?
  • What milestones can be defined to ensure steady progress? Can the goal be broken down into smaller tasks to measure progress?

Tips for running a conducting a quarterly business review

To get the most out of your quarterly business review, you should:

  • Make sure that you are tracking the right metrics and return to those metrics regularly to transparently show progress toward your goals
  • Use color coding and tags for sticky notes to group themes visually and make information easier to understand
  • Track progress over time with a single source of truth for all your key stakeholders
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