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Quarterly Business Review (QBR) Template

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Knowtworthy Inc.
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A Quarterly Business Review (QBR) is a high-stakes, strategic meeting held at the end of each quarter to assess the company's performance against its goals. It is often a lengthy data-driven, backward-looking and forward-looking session all in one. The primary purpose is to move beyond day-to-day operations and analyze the "big picture." The team reviews financial results, key performance indicators (KPIs), and progress against objectives and key results (OKRs) from the previous quarter. Based on this data, leaders identify trends, celebrate wins, diagnose losses, and make critical, high-level decisions to adjust the strategy, priorities, and resource allocation for the upcoming quarter.

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Meeting Agenda
  1. Executive Kick-off & State of the Business
    1. Welcome & Agenda Review
    2. Reiteration of Company Mission & Quarterly Theme
    3. High-level business health
  2. Financial Performance Review
    1. Review of Quarterly Profit and Loss
    2. Performance vs. Budget/Forecast
    3. Cash position & Burn Rate
    4. Key financial takeaways and concerns
  3. Quarterly Performance Review: OKRs & KPIs
    1. Review of the current Quarter's OKRs/KPIs
    2. Key Wins
    3. Key Losses/Misses
    4. Main Takeaways/Learnings
  4. Strategic Deep Dive: Wins & Losses
    1. Deep dive into the Top 1-2 Wins of the quarter.
      1. Why did they work?
      2. How can we replicate this success?
    2. Deep dive into the Top 1-2 Losses/Misses
      1. What was the root cause?
      2. What process or assumption was flawed?
      3. What do we need to fix?
  5. Strategic Discussion: Market & Competitive Landscape
    1. What has changed in the market?
      1. Discuss new competitors, customer trends, economic factors
    2. Do we have any new strategic opportunities?
    3. Are there any new, significant risks to our plan?
  6. Next Quarter Goal & Priority Setting
    1. Presentation of draft of next Quarter's Company OKRs/Goals
    2. Discussion, debate, and refinement of these goals.
    3. What are the 3-5 most important things we must achieve in the next 90 days?
  7. Action Items & Close
    1. Rapid-fire review of all action items, owners, and due dates captured during the meeting.
    2. Confirm date for the next QBR.
    3. Final closing remarks (CEO).
Meeting Notes

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