KanBo’s Quarterly Business Review meeting template helps you to present value to customers with goals, metrics, documents, benchmarks and more during your cyclic QBR meetings.

KanBo’s QBR meeting agenda template contains an action plan, a to-do list, folders for documents and a place to collaborate with your clients to drive better business outcomes. The Kanban view of QBR tasks facilitates coordination. QBR KanBo’s template provides real-time, remote access from any device to all important information. The QBR Meeting Agenda template supports your plan. Successful quarterly business review meeting that leaves a lasting impression on clients. The template allows for smooth preparation for the formal meeting by setting goals and referring to previous QBRs. Notifications about changes and reminders ensure that changes reach all the meeting participants automatically and instantly. You can read about agile approach in a business review in our blog – The future of QBR meeting

Download Template

You will need KanBo to use this template.

Just download it and use the Add Template from file feature in KanBo. Then add a new board based on the recently uploaded template.

You can also see this template in action by accessing our Sandbox demonstration environment now.

KanBo template Board - QBR meeting agenda-

Key usage points:

  • Preliminary work for the QBR. This will include any reading, documentation, data and participants
  • Tracking status using Real-Time dashboards
  • Agenda and meeting rules for invited participants
  • Goals and metrics for the QBR
  • Documents and notes
  • Action plan with tasks
  • Kanban and calendar view to facilitate coordination and collaboration
  • Gantt chart for dependencies
  • Remote and real-time access
  • Notification and reminders for participants on any device to stay updated

3 most powerful features in QBR Meeting Agenda

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Streamline work with to-do lists

  • Break down complicated tasks into smaller chunks or to-dos for easy execution
  • Mark to-dos as you complete them to notify others of your progress
  • Drag and drop to-dos and assign them to others for effective collaboration and coordination within the team
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Create effective teams with endless potential. Empower employees and teams with an autonomous framework that lets them reach their true potential. KanBo helps increase individual responsibility through transparency and lets you build an unbreakable bond of trust that inspires honest work and true dedication

KanBo Timeline

May it be upcoming deadlines and events or past dates, you can keep track of all work-related dates with KanBo’s powerful Timeline feature. The Timeline borrows dates from KanBo cards and maps them as dots on an interactive line that represents time

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If you really want to discover this template, choose from the options below:

A.

Just download it and use the Add Template from file feature in KanBo. Then add a new board based on the recently uploaded template.

B.

You can also see this template in action by accessing our Sandbox demonstration environment now.