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QBR Meeting Agenda Template

Try using our template as a guide for your next QBR meeting to save time and set your team up for success in the future.

Template Configuration

Task status


Q3 Recap

Q4 Plan

Action Items

Previous Meeting Agendas




Task type


Custom field

Need to Follow

Discussion Category

Allotted Time

Template Details

A quarterly business review (QBR) meeting is only effective if the proper individuals attend. Learn how to conduct a productive review with these top agenda and meeting suggestions.

Quarterly Business Reviews, or “QBRs,” are an essential component of any successful supplier relationship program. (Management Services - William Dorn and Ganley)

Quarterly business review (QBR) meetings demonstrate to internal and external stakeholders the effect and value of your team’s work. However, simply walking through a presentation is insufficient. With a well-planned, accessible agenda, you can engage your audience and make the most of your time together. Starting with our template provides you with a planned blueprint to save time ahead of time. You may use it throughout the meeting to track opportunities and action items to ensure success by the next QBR meeting.

Planning tips for QBR meetings using our agenda template

  • Cover the most important subjects. Make sure you address relevant issues by soliciting feedback from participants ahead of time. You can gather it using a survey or form that is directly linked to your meeting agenda project.
    Share your agenda in advance. Share your agenda and update it as required to keep the meeting on track before it ever begins. Ensure that key materials are easily available and that presenters are aware of the requirements.
  • Timebox agenda items. Set explicit time restrictions for speakers to ensure that you cover everything on your agenda and keep the debate on track.
  • Keep a record of action items and queries. QBR sessions produce future questions and opportunities. Create tasks to track action items and questions as they occur, so you can follow up on them once the meeting is over.

[READ ME] - Template use instructions

Customers and team members may easily submit agenda topics by sharing the link from the Forms menu. Their submissions will be directly included into this project for public viewing (instead of getting lost in email.)

Set up time for each agenda item ahead of time to ensure that you cover all of the conversation topics and stay on track.

Do you need to perceive project details in a new light? You may filter and organize your project to show tasks by assignee, task status, Custom Fields, and other criteria. You may also explore the project view tabs, which are located directly beneath the project title.

Track action items throughout your meeting so you can follow up on next actions right away.

Template Default

Task Status: ☹[Q3 Recap]👌[Q4 Plan]🖐[Action Items] [Previous Meeting Agendas] [Closed]
Task Type: [Feature] [Task] [Bug]
Custom Field: Need to Follow(Text),Discussion Category(Text), Allotted Time(Number)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Need to Follow, Discussion Category, Allotted Time


Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.


  1. Management Services - William Dorn, Source One, and Ryan Ganley. “The Strategic Sourceror: Quarterly Business Reviews 101.” The Strategic Sourceror, 26 Feb. 2021,
Other Info

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