Quarterly Business Review Template

How to use the quarterly business review template in Wrike

Struggling with chaotic quarterly meetings? The QBR template in Wrike helps your team get the most out of meetings by creating a single location to store agenda items, view actionable follow-up tasks, and share progress with stakeholders. 

• View meeting agenda items with dashboards 
• Store actionable tasks in folders and projects
• Use customizable workflows and built-in calendars to track progress on tasks
• View action item progress with Gantt charts 

Wrike’s QBR template is simple to use. This template has three clear steps to get you started. 

Step 1: Set the meeting agenda

Start by setting your QBR meeting agenda, including tasks that have been completed or are in progress. Link documents and files to these tasks to show stakeholders the effort your team put in and the results you achieved. 

Step 2: Create actionable tasks

During your QBR meeting, you can quickly and easily create actionable tasks and assign them to team members, so no agenda item gets overlooked or neglected until the next QBR. Delineate tasks by department or topic so stakeholders can keep tabs on them, and use the pre-built workflow to move tasks forward.

Step 3: Monitor progress

Once the QBR has taken place, monitor the progress of your action items with a variety of different customizable views, including dashboards, calendars, and Gantt charts. Keep track of each item to ensure it progresses before the next QBR meeting.

Make Wrike work for you

Interested in the other ways Wrike can streamline your workload? Wrike’s powerful project management software can improve your processes, supercharge progress, and unify your team in a single platform. Our powerful features include:

• Automated reports
• Custom request forms
• Shared Kanban boards

Wrike is designed to help you work in a way that suits your team. Each feature is highly customizable to meet the needs of any project, team, or organization.