Quarterly Business Review Template

Run a concise client review that connects delivered work to outcomes and the next priority.

1. Objectives

What outcomes did we agree for the period?

2. Progress

• completed work;
• milestones;
• adoption;
• issues resolved.

3. Value evidence

KPI	Baseline	Current	Confidence	Comment

Separate realised value from expected value.

4. Risks and open actions

• unresolved dependencies;
• owner;
• decision required;
• due date.

5. Opportunity review

Which items from the original diagnostic backlog are now relevant?

6. Recommended next quarter

State no more than three priorities and explain why each matters now.

7. Decisions

End with named decisions, owners and dates.