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    PPM QBR Template

    Uploaded by

    rgrao85
    This quarterly business review template provides an overview and optional summary slides for presentations. It includes sections for the current situation, competitive overview, roadmap, product strategy and objectives, dashboard metrics, competitive update, product roadmap, and a request for support. The template aims to concisely communicate key business and product information.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    PPM QBR Template

    Uploaded by

    rgrao85
    267 views10 pages
    This quarterly business review template provides an overview and optional summary slides for presentations. It includes sections for the current situation, competitive overview, roadmap, product strategy and objectives, dashboard metrics, competitive update, product roadmap, and a request for support. The template aims to concisely communicate key business and product information.

    Original Description:

    QBR Template

    Copyright

    © © All Rights Reserved

    Available Formats

    PPTX, PDF, TXT or read online from Scribd

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    This quarterly business review template provides an overview and optional summary slides for presentations. It includes sections for the current situation, competitive overview, roadmap, product strategy and objectives, dashboard metrics, competitive update, product roadmap, and a request for support. The template aims to concisely communicate key business and product information.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    267 views10 pages

    PPM QBR Template

    Uploaded by

    rgrao85
    This quarterly business review template provides an overview and optional summary slides for presentations. It includes sections for the current situation, competitive overview, roadmap, product strategy and objectives, dashboard metrics, competitive update, product roadmap, and a request for support. The template aims to concisely communicate key business and product information.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 10

    Quarterly Business Review Template

    Quarterly Business Review


    Presentation Components
    Two-slide summary for time-constrained
    presentations (optional)
    Current situation:
    – Strategy, Objectives, Resources
    – Competitive overview; product positioning
    What’s coming (Roadmap):
    – Current and upcoming customer problems
    being solved
    – Highlight any proposed or actual changes
    Ask for the support you need See the NOTES view in
    – Decisions, approvals, resources PPT for additional
    information
    2
    Summary Slide 1: Dashboard

    Revenue Market Awareness


    $5,999,000 3 pub articles
    + 10% Goal 2 positive mentions
    Bookings Support Calls
    500 new customers 350 per day
    + 13% Goal + 23% Goal
    Leads Ops Status
    1,400 leads 99.3% uptime
    - 15% Goal - .5% Goal

    3
    Summary Slide 2: Product Plan
    Update
    Market or internal changes Resource requests
    What external changes What additional
    have occurred and what resources are needed to
    do they mean for the support the product
    product
    What internal changes
    have occurred and what
    do they mean for the
    product

    4
    Product X Strategy, Objectives,
    and Resource Allocations
    1-sentence strategy summary
    Top objectives (no more than 3)
    Resource allocations (optional)

    5
    Dashboard

    Revenue Market Awareness


    $5,999,000 3 pub articles
    + 10% Goal 2 positive mentions
    Bookings Support Calls
    500 new customers 350 per day
    + 13% Goal + 23% Goal
    Leads Ops Status
    1,400 leads 99.3% uptime
    - 15% Goal - .5% Goal

    6
    Competitive Update
    Positioning statement (summarized)
    Key wins
    Current threats and responses

    7
    Roadmap
    Features…

    Q3

    Q4
    Q1

    Q2
    Features Features Features

    Highlights of Roadmap Changes or Proposed Changes


    •…
    •…
    •…
    8
    Ask
    What you need to implement next
    steps

    9
    For More Help
    Pivotal Product Management provides award-winning
    product management training, consulting, coaching, and
    skills assessment. Please contact us if you have
    questions about using this tool. Visit our website for more
    Product Management best practices, free tools, and
    templates.

    Pivotal Product Management www.pivotalpm.com

    10

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