10 Essential Quarterly Business Review Meeting & Agenda Tips

Senior managers spend up to 23 hours a week in meetings – keep their attention with these top 10 tips for an effective and strategic quarterly business review meeting.

According to a 1998 U.S. study, the average employee spends 6 hours every week in meetings, and senior managers attend nearly 23 hours.  Yes, every week!  So it’s no surprise they have a reputation for being boring and unproductive.   Read on for my top tips to whip your meetings into shape and have your clients clamouring for their business review.

What is a business review meeting all about anyway?

A business review is an evaluation of metrics and performance of a supplier program over the previous period.  It should be linked to overall strategy and objectives and is the results of everyone’s activities, interactions and contributions. It’s often delivered quarterly so you might also see it called QBR meeting (which stands for … you guessed it … quarterly business review meeting)

It ensures alignment and creates a shared perspective.  By that, I mean clarity (what’s done, what problems need to be solved and who’s doing what) and trust (ideas, learning, commitment and accountability).

RELATED: How to Have a Successful Quarterly Business Review

1. Get it in the diary. Now.

You’re already at a disadvantage if your reviews for the next 12 months are not already in the diary. Why?

  • Your clients’ diary is likely to be empty so you’ll generally get the date of your choice.
  • The more advance notice, the more chance you’ll get an appointment.  If it’s January and you ask to meet in June, how can they refuse?  If you’re asking to meet next week, chances are they might not be able to squeeze you in.
  • The reviews will actually happen!
  • You can forecast how much preparation time you’ll need and become a time management guru

Deliver business reviews promptly – and set your meetings within 4 to 6 weeks of the period end.  Who wants to discuss performance for January to March in July?  Not me.

Allow enough time.  90 minutes at most.  No longer.  It can be tough to hold people’s attention at the best of times.

Make sure your client books a room, not just time on their calendar.  I’ve delivered plenty of reviews in coffee shops and lobbies and it’s not fun.  Request the largest room available, so you’re confident you have room for everyone if the number of participants expands.

Why not invite your client to visit your office?  It’s a great chance to host the review with a behind-the-scenes visit and meet the teams that support them day-to-day.

Get those reviews in the diary for the rest of the year and don’t forget to book the meeting room.

2. Meet before the meeting

If nothing else, do this one thing.  Schedule a 30-minute call in advance of the review to have a pre-meeting briefing.   Ask your client:

  • What are you interested in exploring during the business review?
  • Who are your stakeholders?
  • What are your goals?  What targets do you have as an individual and as a business?
  • Has anything changed about your role?  Do you have different priorities?
  • What are your pain points?
  • What are some of the big projects you are working on?

You may already know some of this, but re-confirm.  Things might be different since you last met.

Focus on measurable criteria that cover key elements such as cost, quality and compliance.

A business review meeting is about strategy.  The purpose is to propel the program forward in a meaningful way.

It is not the time to explore day-to-day issues or rehash the past (but more on that later).  It’s also not the time to be learning about unexpected trends for the first time. You don’t want to appear unprepared. Your client doesn’t want to be surprised either, especially in front of the boss.

A pre-meeting is vital to get aligned and deliver a successful review.  It helps you gather information, identifies objections, builds support and refines your approach.  By the time of the actual meeting, your review will be cohesive and respond to the needs of your client.

A short planning call with your client means a focused review with insights important to them.

3. Invite the right people

Don’t do it alone.  Don’t have a cast of thousands either.

Invite stakeholders familiar with the program and who can make a valuable contribution.   Gather decision makers and strategic influencers.  You’ll have a meaningful discussion on program outcomes and priorities.  It’s also efficient.   You’ll gain agreement on tactics and identify (and overcome) obstacles before ending the meeting.

Without the right people, you won’t leave the meeting with anything other than homework.  You want decisions!  You want action!

Don’t keep participants any longer than you have to.  If they only need to be their 30 minutes, then relieve them of any commitment to stay for the duration.  You will get better attendance, more engagement and a great reputation as a meeting host.

Send reminders the day before, or the morning of.  Let your stakeholders know how much you’re looking forward to their participation and how important their feedback is to the development of the program (translation: make them feel guilty).

During the meeting be on the look out for quiet voices.  Not everyone is quick with their opinion – so encourage them to share their feedback.

The right participants will fast-track your program objectives.  

4. No surprises

Simple rule:  make sure everyone knows what the review is about, why they need to be there and what’s required of them

“Business Review” is not an agenda.

If you’ve followed Tip #2 then you’re already clear on what you want to discuss and why.  Get these into an agenda, but be discerning: not every topic can make the short list.  Focus on two or three primary drivers most impactful to your client – and which you have a chance of influencing.  Keep a note of those other great ideas for next time.

Choose topics of interest to the wider team.  Interdependent issues will drive engagement during the meeting.  You don’t want people tuning out and regretting accepting.

Circulate the agenda and the business review a few days in advance and encourage feedback so you can fine-tune it. Assign topics if needed and make it clear to everyone the preparation required.  You’ll know the when, where and how, but only your client is going to know the why. It could reveal vital information that will influence how you approach the program.

During the agenda do not introduce new topics spontaneously.

Tips for a perfect business review agenda:

  • List agenda topics as questions the team needs to answer
  • Note if the purpose of the discussion is to share information, seek input, or make a decision
  • Allocate specific time for each topic and stick to it
  • Give some context – why is this topic on the agenda?  This is particularly effective if you have an issue not immediately apparent why it’s for discussion.
  • Be clear on how participants should prepare
  • Identify who is the lead for each topic
  • Before closing each topic, recap on agreed action items, timelines and owners
  • Allow time to gather feedback from participants on their thoughts about the meeting (what went well, what could be improved).

A word of advice: get your clients’ sign off on the agenda before circulating.  Just in case.

Set an effective business review meeting agenda and focus on strategic not transactional outcomes

A business review agenda template that works. Position your topics as questions, provide context and let everyone know the purpose (i.e. why it's on the agenda) and any preparation required. Circulate in advance and I promise your next QBR meeting will be a roaring success.
Business review meeting agenda example

5. No devices

So this can be tough, especially when you’re the supplier, and you are telling the client to get off their phone.  For an effective meeting, everyone must be present – in mind and body.  When participants are on their laptops or phones it is frustrating, distracting and quite frankly, rude.

Beyond that, participants are missing a prime opportunity to build networks and establish relationships.  Building rapport is much more effective with eye contact! Even David Cameron banned mobile phones from cabinet.  So, if it’s good enough for the Prime-Minister…

So some here’s how to get your meeting device free:

  • In your agenda let everyone know you’ll need you’ll need their full attention and to please refrain from using devices.
  • When you start the meeting set a gentle reminder that phones should not be used as you want to make the most of the time you have and encourage interaction
  • To calm any separation anxiety schedule a phone
  • break
  • every 30-45 minutes – between topics on the agenda.
  • If you see someone using their phone, invite them to step
  • our

of the meeting while they attend to the email or call.  If it’s important enough, they’ll do just that and save everyone else from being distracted.  Most likely, it isn’t and they’ll just put the phone down sheepishly after being busted for breaking the rules.


Is your business review meeting boring? Follow these 10 tips for an effective QBR meeting and they'll stay wide awake. They might even listen.
Is your business review meeting boring?

6. Strategy vs. Operational

Keep them apart is all I can say.

Now don’t get me wrong, how you interact with your client and fulfill your products and services are very important.  Discussions often reveal underlying issues that are part of a wider problem that may impact profitability and retention.

However, you only have 90 minutes to present the last quarter, agree on priorities for the next and the tactics to get there.  A conversation about why someone was on hold for 20 minutes, or why their delivery was a few hours late could hijack your entire meeting.

Don’t sweep operational matters under the carpet.  They need your attention.  Just not during the review.  Set up another meeting for that purpose. For efficiency, I recommend before the review.  You’re already on-site, so it saves you a trip and the time will be controlled better as you’ll have a hard-stop for the review.  It also means you’re leaving on a positive note after a thoughtful and interactive strategic meeting in which you spoke of all the great things about your clients’ program, not all the problems.

If you’ve not made scheduled it, don’t get persuaded for an impromptu session.  You’ll be unprepared and also have no idea of how long it’ll last.  I’ve been tempted with the promise of a quick pit stop by someone’s desk only to find 2 hours later I’m still there after word has spread that I’m around.

Stick to strategy.  Set up a separate meeting to discuss operational matters.

7. Avoid the past

You want to learn from history, not re-live it.  Don’t get distracted during your meeting dredging up old issues.  What you learned from them, and what you’re doing about it are the emphases.

The Business Review is about making major decisions to move the program into the next quarter, so spend most of your time forward focused and discussing the opportunities.

Don’t dwell on ancient history


8. Celebrate Success

The business review meeting is a perfect opportunity to share the success of your program.  What has gone well and why and acknowledge the contribution of those who made it happen.  Take time to recognise achievement:

  • Highlight the positive impact on the business
  • Consider if you’ve met the target. It worth continuing to pursue
  • Make sure you have some great examples to share about how your key contact has supported the program.  Everyone loves recognition and they’re no different.  It also adds to their credibility which in turn helps them get stuff done.
  • Shout the message from the mountaintop.  Think about how you can get the good news out to the wider business so everyone can bask in the glow of success.  It might not be appropriate to talk cold hard cash, so think of other metrics that might be meaningful.  For example:
  • We’ve reduced costs by X%
  • We’ve shaved X days of our production time
  • Satisfaction scores have risen by X%

Don’t keep the good news to yourself.  Share it.


9. Focus on Gaps

A gap analysis is simply this:

  • Define your future state
  • Analyse your current situation
  • Identify how you’ll get from here to there
  • This is what will drive your program forward.  Embrace continuous improvement opportunities and spend time on devising strategies that address them.

Think innovation – explore new ways to solve old problems.

I encourage you to think big.  I also remind you to think small.   Kaizen is a Japanese philosophy that embodies change for the better.  Whether they a tiny steps or gigantic leaps, over time these will enhance the value chain and deliver meaningful outcomes to your program management.  Approach discussions in your meeting using this methodology:

  1. Define the problem
  2. Document the current situation
  3. Visualise the ideal situation
  4. Define measurement targets
  5. Brainstorm solutions to the problem
  6. Develop the plan

Observe the Kaizen principle and focus on continuous improvement

10. So what, what now?

A former manager shared this wisdom with me many years ago and I’ve lived by it.  When you are presenting recommendations, trends, data, observations – basically, anything –  you must be able to answer those two powerful questions:

So what?  What now?

Don’t just make statements.  Build the story, capture the imagination.  Inspire your client.  Make things happen.  Just know why you need to do them and how.

So grab a pen and a post-it note and write this down:

So what? What now?

Stick it to your laptop.  Your monitor.  Your bathroom mirror.  These aren’t just words for business, but tools for life.  They’re questions I ask myself every day about lots of things.

You’ve already got the outline of your plan from the meeting.  You’ll probably need to put a little meat on the bone when you get back to the office, so think about:

  • The situation
  • The objectives
  • The strategies
  • The key messages
  • Timelines

Then you are ready to implement your plan.  Make sure you factor in regular reviews and keep you plan agile enough to respond to a changing environment.  Be flexible and adapt if you need to.  Like any forecasting, you might have got it wrong.  Better to admit it earlier and adjust accordingly, than risk non-achievement and a lot of disappointment.

Just ask yourself: So what? What now?  All will be revealed.


  1. Get it in the diary
  2. Have a pre-meeting briefing
  3. Invite the right people
  4. Set an agenda (easier than it sounds)
  5. No devices
  6. Stick to strategy
  7. Avoid the past
  8. Celebrate Success
  9. Focus on gaps
  10. Ask yourself: So what? What now

Further reading

I hope you’ve found this helpful.  I’d love to hear from you so please do share your comments and feedback.  If you want to continue the journey, I highly recommend the following:

HBR: Meetings
Who knew meetings were such a complex topic?  Harvard Business Review has an entire portal dedicated to the subject.  Hundreds of articles: from quick tips to in-depth research – all to help you be more effective in meetings.

Meeting Execution: The Underlying Structure of Meetings that Work by Elise Kieth from Lucid Meetings Blog
An exceptional and very comprehensive article highlight different meeting methodologies, why meetings fail, and how to get them on track

How to Design an Agenda for an Effective Meeting by Roger Schwarz from the Harvard Business Review
I highly recommend this read, some very practical tips on agenda setting.

Stop Wasting Time by Michael C. Mankins from the Harvard Business Review
Make every last minute of your meeting count with 7 actionable (and detailed) steps.  A must read.

How To Get People Off Their Phones In Meetings Without Being A Jerk by Kristi Hedges from Forbes.com
Some incredible (and polite) tips for a device free meeting.  I’ve shared some of her advice in this article.  I also follow Kristi on Twitter, I highly recommend you do the same.

Just Because You’re in Charge Doesn’t Mean You Should Run Every Meeting by Paul Axtel from the Harvard Business Review
Should you even be running your own meetings?  Paul tells you why it’s time to hand over the reigns.

For Meetings with a Clear Outcome, Try These 4 Improv Rules by  Emilia Bratu, Content Manager at 4PSA
I love this article.  Inspired by improv, Emilia shares 4 ways you can encourage participation in your meetings.

Infographic summarising 10 tips for an interactive and strategic business review meeting (also known as a QBR meeting)
10 Essential Tips for an Effective Business Review

Warwick Brown

Warwick Brown has led business development and account management teams in Australia and Europe for more than 15 years and worked with some of the world's most prestigious firms, including Merck & Co, Deutsche Bank, McKinsey & Company and Vodafone. As the founder at Account Manager Tips, his mission is to help organisations leverage the power of key account management to accelerate client retention and revenue.


agenda, infographic, meetings, planning, productivity, reviews, time management

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  • While your Customer Success Managers likely will be responsible for facilitating these meetings, QBRs are typically most effective when executives from both sides—yours and your customer’s—are present. That way, both companies can better assess how they fit into each other’s business plans and objectives. On that note, remember that as you grow, it probably won’t be feasible for you to schedule QBRs with every single one of your customers. So, focus on conducting QBRs with your top accounts—the ones most critical to your continued success. This is where customer segmentation comes in handy. As Lincoln Murphy notes here, “QBRs will likely be reserved for only the top segment of your customer base. These are the customers who need—and deserve—the special attention from you and from your company.” Having a hard time getting top executives to show up to your QBRs? Here are five effective ways to increase executive attendance at business reviews.

    • Great point and I agree with you! Including executives and other influential stakeholders helps to keep the QBR focused, get decisions made and elevate you as a strategic partner instead of just another supplier. I’ve got some more tips (and a video) on how to make your QBR more engaging and impactful at https://accountmanager.tips/successful-quarterly-business-review/

      Great point about QBR presentations – it takes a lot of time to prepare and present a QBR – focus on where it will count. Often I’ve found account managers looking for insights or making recommendations just because they felt they needed to. Sometimes things are working well. Or the return on investment for time and resource just isn’t there.

      Thanks for sharing your thoughts – I appreciate it.

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