Quarterly Business Review Agenda

When to use this

A repeatable QBR agenda balancing performance, learnings, and forward look. Designed for an exec audience that has read the pre-read and wants to talk about the things only this group can decide.

# Quarterly Business Review — [Q# YYYY]

**Date:** [Date]   **Duration:** 90 min   **Chair:** [Name]
**Attendees:** [Names]   **Note-taker:** [Name]

## Pre-read
Distributed [date]: scorecard, financials, customer health, top risks.

## Agenda
| # | Item | Owner | Time |
|---|------|-------|------|
| 1 | Welcome & quarter at a glance | Chair | 5 min |
| 2 | Headline metrics & variance | CFO | 15 min |
| 3 | Customer & market read | CRO | 15 min |
| 4 | Product & delivery | CPO | 15 min |
| 5 | People & culture | CPO/HR | 10 min |
| 6 | Risks, blockers, asks | All | 15 min |
| 7 | Next quarter priorities | Chair | 10 min |
| 8 | Confirm decisions & actions | Chair | 5 min |

## Decisions to make today
1. [Decision]
2. [Decision]

## Carry-forward from last QBR
- [Action] — [Status]