Understand your customers quarterly goals and how to evolve
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.
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
To use Mural’s quarterly business review template, follow the steps outlined below with your stakeholders.
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.
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.
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?
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
A quarterly business review (QBR) presents your stakeholders with progress toward their business goals and shows what factors have contributed to the success or failure of those objectives.
QBRs also make sure that customers are satisfied and engaged with their business plans. The review goes over the highlights and important updates from the last 90 days and outlines the goals, plans, and strategies the company will follow for the next 90 days.
A QBR is a great resource for routine project checkups. It makes sure the company is moving in the right direction. A QBR is also a good time to organize goals by priority to ensure that budgets are followed and desired outcomes are being reached.
When presenting a quarterly business review, it's important to effectively communicate key information and insights to stakeholders. Here are some steps you can follow to present a quarterly business review:
Prepare an agenda
Start by creating an agenda that outlines the topics you'll cover during the presentation. This will help keep the review organized and ensure you address all the important points.
Begin with an executive summary
Provide a high-level overview of the business performance during the quarter. Summarize the key achievements, challenges, and goals met or missed.
Share key metrics and data
Present the relevant data and metrics that demonstrate the performance of the business during the quarter. This may include financial figures, sales numbers, customer acquisition or retention rates, marketing campaign results, or any other relevant KPIs.
Discuss strategic initiatives and projects
Talk about the strategic initiatives and projects that were undertaken during the quarter. Highlight the progress made, milestones achieved, and any challenges or roadblocks encountered.
Analyze the market and industry trends
Provide insights on the current market and industry trends that may impact the business. Discuss how the company is positioned in the market and how it compares to competitors.
Address customer feedback and satisfaction
Share feedback from customers and discuss their satisfaction levels. Highlight any significant trends or issues that emerged from customer feedback and outline the actions taken or planned to address them.
Discuss future plans and goals
Present the company's goals, initiatives, and plans for the upcoming quarter. Explain how these align with the overall business strategy and how they address any identified challenges or opportunities.
Q&A session
Reserve time for a question and answer session to address any queries or concerns from the stakeholders. This allows for further discussion and clarification on the presented information.
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