📊 Quarterly Business Review (QBR)

Template for the quarterly roadmap review. Duplicate this for each quarter and fill it in before the meeting.

Meeting details

• Quarter: Q_ FY26
• Date:
• Attendees: Executive team, initiative owners
• Facilitator: Katherine Newman

1. Objectives scorecard

Rate each objective: 🟢 On track · 🟡 At risk · 🔴 Off track

2. Initiative review

For each key initiative, capture: progress since last quarter, what shipped, what's next, and any blockers.

3. What went well / what didn't

• Wins:
• Misses:
• Lessons learned:

4. Risks & decisions

• Top risks this quarter (pull from the Risk Register):
• Decisions needed from leadership:

5. Next quarter's focus

• Priorities:
• Re-baselined dates & owners:
• What we're stopping:

💡 Send the completed QBR to all stakeholders within 48 hours of the meeting.