Reviews & Cadence Meetings

WBR, MBR, QBR, ABR meeting preparation, agenda, follow-up.

Audience: Manager, CEO Page Type: How-To Phase: Cross-Phase

---

Review Types & Frequency

Review	Who	Freq	Duration	Topics
WBR	Team + LEAD	Weekly	30-45m	Weekly progress, blockers
MBR	Units + MANAGER	Monthly	1-2h	OKR progress, resource
QBR	CEO + All	Quarterly	2-4h	Strategy execution, next Q
ABR	Board + CEO	Annually	Full day	Annual 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-Theme 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
   - Theme 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 FAZ 1 (new 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

• Board-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)

• Export for presentations

---

İlgili Sayfalar

• Cadence & Reviews

• Dashboard Guide

• Measurement Model