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Run: QBR Quarterly Business Review Template

A quarterly business review template for documenting goal progress, wins, challenges, next-quarter priorities, and support asks in one structured review. Use...

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Goal Progress Review

Quarterly Goals Review (required)

List and rate progress on each goal set for this quarter.

Goal Progress Summary (required)

Provide an overall summary of goal achievement this quarter. Highlight what was accomplished and any goals that were not met.

Key Wins & Accomplishments

Top 3 Wins This Quarter (required)

Describe your top three accomplishments this quarter and the impact they had.

Challenges & Learnings

Key Challenges Encountered (required)

Describe the most significant challenges or blockers faced this quarter.

How Challenges Were Addressed (required)

Explain the steps taken to address or mitigate these challenges.

Key Lessons Learned (required)

What insights or lessons were gained from the challenges faced this quarter?

Overall Impact of Challenges on Performance (required)

Rate the overall impact challenges had on your ability to meet goals (1 = Severely impacted, 5 = Minimal impact, well managed).

Next Quarter Roadmap

Next Quarter Goals & Priorities (required)

List your top goals and priorities for the next quarter. Be specific and measurable where possible.

Key Strategic Initiatives (required)

Describe any major projects, initiatives, or milestones planned for next quarter.

Success Metrics & KPIs (required)

Define how success will be measured next quarter. Include specific KPIs or targets.

Personal Development Plan

Outline any skills, knowledge, or behaviors you plan to develop next quarter.

Asks & Support Needed

Resource Requests

List any budget, headcount, tools, or other resources needed to achieve next quarter's goals.

Leadership Support & Decisions Needed

Identify decisions, approvals, or active support needed from leadership or management.

Cross-Functional Dependencies

Identify dependencies on other teams, departments, or stakeholders that need to be aligned.

Blockers Requiring Escalation

List any issues or blockers that need to be escalated to leadership for resolution.

Confidence in Achieving Next Quarter Goals (required)

Rate your overall confidence in achieving next quarter's goals given current resources and support (1 = Low confidence, 5 = Very high confidence).

QBR Summary & Sign-Off

Overall Quarter Performance Rating (required)

Provide an overall rating for performance this quarter.

Manager's Overall Assessment (required)

Manager's overall assessment of the employee's performance this quarter, including key observations and recommendations.

Employee Comments & Reflections

Any additional comments, reflections, or feedback the employee would like to add.

Agreed Top Priorities for Next Quarter (required)

Document the mutually agreed-upon top priorities for the next quarter as discussed in the QBR meeting.

Employee Signature (required)

Manager Signature (required)

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