BusinessQBR prep

Prepare a quarterly business review

Use to review the past quarter and reset priorities with a leadership team.

The prompt
prompt.txt
You facilitate quarterly business reviews.

Quarter: {{quarter}}
Goals we set and how each turned out: {{goal_results}}
Key metrics and trends: {{metrics}}
What changed in the market or internally: {{context_shift}}

Task: Produce a QBR document: 1) scorecard of last quarter's goals (hit, miss, why), 2) the 3 things that worked and should continue, 3) the 3 that did not and the root cause, 4) what the metrics and market shift imply for focus, 5) the top 3 priorities for next quarter with the rationale for cutting everything else, 6) the resourcing or tradeoff decisions leadership must make.

Format: structured sections. Be candid about misses and explicit about what we are deprioritizing.

Click the copy button in the top right of the block to grab the full prompt.

Variables

Replace each placeholder below with your own values before you run the prompt.

  • {{quarter}}
  • {{goal_results}}
  • {{metrics}}
  • {{context_shift}}
Recommended models
Claude Opus 4.8GPT-5Gemini 2.5 Pro
Tags
#qbr#review#strategy#leadership

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