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How to Conduct Reviews & Cadence Meetings (WBR/MBR/QBR)

Audience: Manager, CEO Page Type: How-To

The meeting types, durations and agendas here are suggested team practices. They do not define a separate meeting-management feature or automatic approval phase in COS. Prepare current data in Home, OKR Health/Performance, Goal Alignment Matrix and My Dashboards.

Review Types & Frequency​

ReviewWhoFreqDurationTopics
WBRTeam + LEADWeekly30-45mWeekly progress, blockers
MBRUnits + MANAGERMonthly1-2hOKR progress, resource
QBRCEO + AllQuarterly2-4hStrategy execution, next Q
ABRCEO + leadership teamAnnuallyFull dayAnnual results, vision update

WBR - Weekly Business Review​

Preparation (Before meeting)​

  1. Dashboard check: Weekly KPI values current?
  2. Action items: Previous week's actions completed?
  3. Blockers: Any new issues?

Meeting Agenda (30-45 min)​

1. Welcome & Review (5 min)
2. Previous week action items (5 min)
3. Weekly metrics/KPI review (10 min)
   - What's on track?
   - What's at risk?
4. Blockers & support needed (10 min)
5. This week's priorities (5 min)
6. Action items & owners (5 min)

Follow-up​

  • Assign action items
  • Document decisions
  • Share meeting notes

MBR - Monthly Business Review​

Preparation (Before meeting)​

  1. OKR progress: Current scores?
  2. KPI trends: Month-over-month?
  3. Resource utilization: Budget spent?
  4. Blockers: Any major issues?

Meeting Agenda (1-2 hours)​

1. OKR Status (20 min)
   - Each OKR: Score + comments
   - Red/Yellow discussion
2. KPI Review (20 min)
   - Trend analysis
   - Forecast to EOY
3. Resource Check (10 min)
   - Budget utilization
   - Team capacity
4. Alignment Discussion (10 min)
   - OKR–Focus Area alignment
   - Cross-unit dependencies
5. Action items (10 min)

Follow-up​

  • Update OKR comments
  • Escalate red items
  • Adjust resource allocation if needed

QBR - Quarterly Business Review​

Preparation (Before meeting)​

  1. OKR Final Scoring: All OKRs scored?
  2. Quarter Results: Overall performance?
  3. Learnings: What worked? What didn't?
  4. Next Quarter Planning: New OKRs ready?

Meeting Agenda (2-4 hours)​

1. Quarter Results (30 min)
   - OKR scores: Green/Yellow/Red breakdown
   - Business metrics impact
2. Learnings & Analysis (45 min)
   - What went well?
   - What went wrong?
   - Market/external factors?
3. Strategic Review (45 min)
   - Vision vs reality check
   - Market changes
   - Competitive landscape
4. Next Quarter Planning (60 min)
   - New OKRs draft
   - Focus Area adjustments
   - Resource allocation
5. Decision Making (20 min)
   - Approve next quarter OKRs
   - Budget adjustments
   - Key decisions documented

Outputs​

  • Next quarter OKRs finalized
  • Budget allocation confirmed
  • Action items for the next planning cycle

ABR - Annual Business Review​

Timing​

  • End of fiscal year
  • 1-2 weeks review period before meeting

Contents​

  • Annual financial results
  • Strategy execution assessment
  • Vision vs actual performance
  • Next year strategy direction
  • Company-level decisions

Meeting Best Practices​

✅ Before Meeting:

  • Send agenda 24h in advance
  • Prepare dashboards/data
  • Share any pre-reads

✅ During Meeting:

  • Start on time
  • Stay focused on agenda
  • Capture decisions/actions
  • Assign owners to items

✅ After Meeting:

  • Share meeting notes
  • Track action items
  • Follow up on assignments
  • Communicate decisions to wider team

Common Issues​

Issue: "Not enough time for discussion" → Adjust agenda, cut non-critical items

Issue: "Data not ready" → KPI updates behind? Escalate to admin

Issue: "Decisions not made" → Pre-meeting alignment with CEO needed

Dashboard Support​

COS dashboard supports:

  • Real-time KPI display
  • OKR progress visualization
  • Trend charts (week/month/quarter)
  • Filtered CSV export from the Health list

See also​