# Quarterly Business Review (QBR) Template

Purpose: Review the past quarter against goals, analyze financial and operational metrics, surface risks, and set clear priorities for the next quarter.

- Duration: 90 minutes
- Cadence: Quarterly
- Participants: Leadership team and department heads (5-15 people)

## Agenda

- [ ] Executive summary (10 min)
- [ ] Results vs goals and KPIs (20 min)
- [ ] Financial and operational review (15 min)
- [ ] Wins, misses, and root causes (15 min)
- [ ] Risks and opportunities (15 min)
- [ ] Next-quarter priorities and owners (15 min)

## Facilitator tips

- Cap the backward-looking portion at half the meeting.
- Insist on variance against target, not raw numbers.
- Drive every miss to a root cause.
- Leave with 3 to 5 priorities, not 15.

## Notes / Decisions

Results vs goals:

Root causes:

Risks and opportunities:

Next-quarter priorities and owners:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/quarterly-business-review