Running a QBR (Quarterly Business Review): Performance Management

  • Course Code: LEAD-408

  • Format: In-Person / Virtual

  • Description: The QBR is the heartbeat of account health. Grounded in Performance Management Systems, participants learn to synthesize data into a concise 5-slide deck that reviews past performance and proposes future resources.

  • Learning Objectives:

  • Create a high-impact 5-slide QBR deck.

  • Synthesize performance data to drive decision-making.

  • Propose future resource requirements based on evidence.

  • Scholar-Practitioner Framework:

  • Theory: Performance Management Systems.

  • Application: The Executive QBR Deck.

  • Curriculum: Data Storytelling; The "Ask"; Forward-Looking Strategy.