Participants:

2-10

11-25

25+

Prep Time:

1 hour

Time to run:

1-3 hours

Quarterly business review template

Reach your vision and achieve your goals every quarter

Start from this template

Courtesy of our friends at

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.

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

How to create a Quarterly business review template

Start from blank template

View example template

Mural makes it easy to collaborate with stakeholders in real time, or asynchronously

With Mural’s intuitive tools and features, it’s easy get all your key stakeholders engaged and aligned as you track progress toward your goals each quarter.

Asynchronous collaboration

Innovate and collaborate effectively together without booking time on calendars.

Sticky notes & text

Add ideas, action items, and more as a sticky note or text box — then change the colors and cluster to identify patterns and new solutions.

Flexible permissions

Control access to collaboration features with view-only, edit, and facilitator settings.

Tags on sticky notes

Customizable labels make it easy to find, organize, and categorize your work in a mural.

Commenting

Add comments and tag collaborators for smooth asynchronous communication.

Infinite & resizable canvas options

Choose the right canvas for your collaboration goals — flexibility without limits.