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Weekly Business Review (WBR) Template

Balanced Scorecard 60 min Weekly Operating team and metric owners (5-15 people)

The weekly business review, or WBR, is a fast, data-dense operating meeting popularized by Amazon. The team walks a consistent metrics deck every week, reading each chart against trend and target, and stops to drill into anomalies. The discipline of the same deck every week is what makes patterns and problems jump out.

When to use it

Run it weekly on a fixed day so it becomes a reliable operating rhythm. It is the tactical layer beneath your monthly operating review and quarterly strategy review: the WBR catches week-to-week anomalies fast, while the slower meetings handle structural and strategic questions.

Who attends

Bring the operating team and the owners of the metrics on the deck, five to fifteen people. Everyone should be able to speak to their charts and explain anomalies on the spot. The deck owner curates the metrics; the room reads and reacts to them together.

How to run it

Walk the metrics deck in a consistent order every week, reading each chart against trend, target, and the prior year rather than just stating this week number. Move quickly through the metrics that are behaving and stop hard on the anomalies, asking why until you reach a real cause. Capture a corrective action with an owner for each anomaly, then confirm prior follow-ups are closed. The power of the WBR comes from repetition and the habit of explaining variance, not from a polished narrative.

Facilitator tips

  • Use the same deck and order every week so anomalies stand out.
  • Read every chart against trend and target, not as a single number.
  • Drill anomalies to root cause instead of restating the chart.
  • Close each anomaly with an owner and a date, then check it next week.

Common mistakes

  • Changing the deck every week so trends never become visible.
  • Narrating charts instead of explaining why a number moved.
  • Spending equal time on healthy metrics and real anomalies.
  • Raising anomalies but never assigning corrective action.

Build a sharper weekly rhythm. Run it in OrgTP and keep your metrics deck, anomalies, and follow-up actions live week over week.

Agenda

60 minutes total · 6 sections

  1. Top-line metrics 10 min
    Open the metrics deck with the headline numbers for the week, read against trend, target, and the same week last year.
  2. Customer and demand metrics 12 min
    Walk the customer-facing and demand metrics, noting week-over-week movement and any anomalies worth explaining.
  3. Operational and supply metrics 12 min
    Review the operational metrics that drive delivery, calling out variances and their likely causes.
  4. Anomaly deep dives 15 min
    Pause on the most significant anomalies and ask why, drilling into root cause rather than restating the chart.
  5. Actions and owners 8 min
    Capture corrective actions for each anomaly with an owner and a date so the deck drives change, not just awareness.
  6. Carryover and follow-ups 3 min
    Confirm follow-ups from prior weeks are closed and roll forward anything still open.

Run this meeting live in OrgTP

Stop copying agendas into a doc every week. OrgTP runs your meetings live — scorecard, rocks, issues, and to-dos all in one place, with your AI agents in the room.