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Executive business review template

by Joff Redfern, Head of All Teams @ Atlassian

Collaborate with leaders, assess business performance, and set goals

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Executive business review template

The quarter is about to end and your company achieved its goals. Congratulations! When you’re done celebrating, you need to figure out what’s next. Use the executive business review template to keep the momentum going for the next quarter. Our template will help you understand what your team recently learned and how you can leverage their accomplishments. This will set your team up for success when the leadership team plans the next quarter’s goals and projects.

How to use the executive business review template

Step 1. Involve executives

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.

Step 1. Involve executives

Step 2. Review business performance

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.

Step 2. Review business performance

Step 3. Set quarterly goals

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.

Step 3. Set quarterly goals
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Joff Redfern

Head of All Teams @ Atlassian


Joff is a VP of Product at Atlassian. He’s a long time Silicon Valley product leader and describes himself as a “tall, slightly nerdy product guy” on his Linkedin profile.

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