Executive business review template

Before you start thinking about what you achieved last quarter, loop in the right stakeholders. Share this template with executives in your company and ask for their input as you evaluate your company’s performance. By exchanging feedback early in the project planning process, you’ll foster working relationships that will help you achieve the next quarter’s goals more effectively.

Keep an eye toward your team’s success metrics and OKRs. By connecting last quarter’s performance to measurable results, your strategy for the next quarter will be more focused and actionable. As you work through this template with executive leadership, note what your team recently learned and include links to OKR data. You can use this info to prepare your team for upcoming projects.

Once you’ve evaluated your business performance, you’ll be ready to develop new business strategies and products. As you prepare to kick off new projects, use this template to identify and prioritize the next quarter’s goals. Make sure to include links to your documentation and update tickets as priorities change. This will focus your strategy and make sure your team is working on projects that have the most measurable benefit to your business.