1. Sample Quarterly Business Review Agenda
Attendees
Partner Host
Executive sponsor
Alliance Leader
Technical Leader
Marketing Lead
Sales/Business Dev
Partner Guest
Business Objectives
<Presenter name>
Market Share Gain/Position
Technology Adoption
Revenue Targets
Financials
Revenue by Quarter and Year to date
Pipeline by Quarter and Fiscal Year forecast
Budget/Expenses
Profitability/ROI
Opportunities
Top Ten opportunities and status
Top New accounts and deployment status
Solution Development
Current solution portfolio performance
Status of solutions in development
New Solution Proposal
Marketing
Campaign plans and past performance
Funnel Analytics
New market opportunities
Relationship
Team Engagement
Escalations/Resolutions
Issues
Decisions required of the Governance Board
Sample Quarterly Business Review Agenda
Here is an example of an agenda for Quarterly Business Review.
Typically this is high level review with executives on the progress of the alliance in achieve strategic goals and financial outcomes.
As this is an example, your QBR agenda would be different to reflect the goals and key issues within your partnership.