Template . Cadence . PPTX

QBR Agenda Template

Most QBRs fail the same way: every team presents green, the deck takes the whole meeting, and nothing is decided. This agenda inverts that. Scores are circulated before the meeting so no time is spent reading them aloud, and the agenda allocates the majority of the room to the goals that missed, where the actual decisions live. Time-box every section and protect the decision block.

vindaris-qbr-agenda.pptx Download PowerPoint (.pptx)

Quarterly Business Review

QBR Agenda

Quarter and team: Q_ ____, owner ________
Total time: 90 minutes, scores circulated before the meeting
Context and headline numbers (10 min)
Wins worth repeating (10 min)
What missed and why (40 min)
Next quarter priorities (20 min)
Decisions and owners recap (10 min)

Before the meeting

Async prep, required

All OKR scores entered and shared
Each owner adds a one-line what changed note per goal
No reading numbers aloud in the room. Reading is done beforehand

00:00 . 10 min

Context and headline numbers

The quarter in one slide: what moved, what did not
Example: revenue landed at 1.05M against a 1.2M target
Example: activation held flat while expansion grew
No discussion yet, just a shared starting picture

00:10 . 10 min

Wins worth repeating

The 2 to 3 results we want to understand and reuse
Example: self-serve onboarding cut time to first value in half
For each win, name the one thing that made it work
Your win: __________

00:20 . 40 min

What missed and why

Missed goal	Root cause	Decision	Owner
Net revenue retention 113% vs 110% plan miss on logos	Platform dependency slipped two sprints	Re-resource	A. Lee
__________	__________	Continue / stop / change / re-resource	______
__________	__________	Continue / stop / change / re-resource	______

01:00 . 20 min

Next quarter priorities

Draft the 2 to 3 priorities that follow from the misses above
Each priority traces to a decision made in the prior block
Priority 1: __________
Priority 2: __________
Priority 3: __________

01:20 . 10 min

Decisions and owners recap

Decision	Owner	By when
Move platform work in-house for the integration path	A. Lee	Jul 31
__________	______	______
__________	______	______

Free and ungated. Opens in PowerPoint, Google Slides, or Keynote. No signup, no email wall.

How to use this template

Circulate scores and one-line notes before the meeting. Reading numbers aloud is the single biggest waste of a QBR.
Protect the 40-minute block on what missed. That is where decisions are made; everything else is context.
For each miss, ask for root cause, not status. "It's amber" is not a reason; "the dependency on platform slipped" is.
Close by reading back every decision with an owner and a date. A QBR with no decisions log was a status meeting.

Frequently asked questions

How long should a QBR be?

Ninety minutes for a single team is usually enough when scores are shared beforehand. The discipline is not length, it is spending the time on decisions rather than on reading status.

Who should attend a QBR?

The goal owners and the leader who can actually decide to continue, stop, or re-resource. Adding observers who cannot decide turns the room back into a presentation.

Try Vindaris free

Run this template live, connected to real work

A template is a starting point. In Vindaris, the same structure becomes a living plan where every goal links to the work moving it, so progress updates without a manual check-in. Start free.