weekly business review presentation

A quick note about our cookies

We use cookies so we can give you the best website experience possible and to provide us with anonymous data so we can improve our marketing efforts. Read our cookie policy and privacy policy.

Login to your account

New here? Sign up in seconds!

Use social account

Or login with an email

Create an account

Already have an account? Login here

Or sign up with an email

We’re uploading new templates every week

We’d like to send you infrequent emails with brief updates to let you know of the latest free templates. Is that okay?

Reset your Password

Please enter the email you registered with and we will send you a link to reset your password!

Check your email!

We’ve just sent you a link to
 . Please follow instructions from our email.

• Most Popular Templates
• Corporate & Business Models
• Data (Tables, Graphs & Charts)
• Organization & Planning
• Text Slides
• Our Presentation Services

Get your own design team

Tailored packages for corporates & teams

Business Review PowerPoint Template

Number of slides: 10

A business review is a management practice that aims to evaluate the performance of key business metrics. This evaluation can cover different aspects of the business such as finances, operations, marketing, and sales, all together. In this PowerPoint template, you’ll find a business program timeline, a business sales slide, a business goals slide, and more.

• About this template
• How to edit
• Custom Design Services

Free Business Review PowerPoint Template

Business program timeline.

A business review is a great opportunity to check how a program is doing. Use the horizontal roadmap in this slide to highlight key aspects of the project such as outstanding results or issues that can have an impact on the business.

Business Sales Review Slide

A sales report is an essential part of any business review. In this slide, you’ll find a circle chart to display profits, revenue or other sales metrics for each one of your products. There’s also a section for you to add conclusions or recommendations for the sales team.

Next Business Goals Slide

The best way to close your business review is by setting the new goals for the next period. Use this slide to present the new business goals to your team. Or you can also use this section to showcase some lessons learned from the business review.

Yellow PowerPoint template

The Business Review PowerPoint template comes with yellow slides, a color that conveys energy and sets an optimistic tone for your business presentation.

Business data charts

You can’t present a business review without numbers. For that reason, this template has multiple data-driven charts in its slides. You’ll find column charts, circle charts, an area chart, and more.

Management tool

Business reviews usually take place at the end of the year, but it depends on how often the company evaluates its projects. You can set business reviews every month, every quarter or at mid-year.

FIND OUT MORE ABOUT OUR CUSTOM DESIGN SERVICES

Todd Speranzo

VP of Marketing at Avella

"24Slides helps us get PowerPoints on-brand, and improve overall design in a timeframe that is often “overnight”. Leveraging the time zone change and their deep understanding of PowerPoint, our Marketing team has a partner in 24Slides that allows us to focus purely on slide content, leaving all of the design work to 24Slides."

Gretchen Ponts

Strata Research

"The key to the success with working with 24Slides has been the designers’ ability to revamp basic information on a slide into a dynamic yet clean and clear visual presentation coupled with the speed in which they do so. We do not work in an environment where time is on our side and the visual presentation is everything. In those regards, 24Slides has been invaluable."

"After training and testing, 24Slides quickly learnt how to implement our CVI, deliver at a high quality and provide a dedicated design team that always tries to accommodate our wishes in terms of design and deadlines."

What's included in Keynote Template?

I want this template customized class="mobile-none"for my needs!

69 beautifully designed slides 67 icons included PowerPoint and Keynote ready 16:9 full HD class="mobile-none"resolution

Check out other similar templates

Presentation Business Icons

Management Strategy PowerPoint Template

Mobile Sales Slides Template

Pitch Deck Presentation Templates

• Customer Favorites

Weekly Business Review

Design Services

Business PPTs

Business Plan

Introduction PPT

Self Introduction

Startup Business Plan

Cyber Security

Digital Marketing

Project Management

Product Management

Artificial Intelligence

Target Market

Communication

Supply Chain

Google Slides

Research Services

All Categories

Weekly Business Plan Review To Evaluate Decisions Guidelines PDF

The following slide showcases a timeline for business plan review that includes sequential steps. Key steps covered are gap analysis, plan modification, proof reading, formatting and design. Presenting Weekly Business Plan Review To Evaluate Decisions Guidelines PDF to dispense important information. This template comprises five stages. It also presents valuable insights into the topics including Gap Analysis, Plan Modification, Plan Review. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

Weekly Quarterly Sales Summary Review Ppt PowerPoint Presentation Gallery Designs

This is a weekly quarterly sales summary review ppt powerpoint presentation gallery designs. This is a four stage process. The stages in this process are total sales, business, marketing, process, success.

Weekly Employee Performance Review And Appraisal Timeline Introduction PDF

This slide contains the timeline showing weekly process of employee performance appraisal so that all employees who meet the eligibility requirements for the review cycle will be included. Pitch your topic with ease and precision using this Weekly Employee Performance Review And Appraisal Timeline Introduction PDF. This layout presents information on Deadline To Employees, Provide Performance, Department Heads. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Weekly Quarterly Sales Summary Review Ppt PowerPoint Presentation Templates

This is a weekly quarterly sales summary review ppt powerpoint presentation templates. This is a four stage process. The stages in this process are business, strategy, marketing, analysis, finance.

Weekly Project Status Report To Review Overall Progress Information PDF

Persuade your audience using this Weekly Project Status Report To Review Overall Progress Information PDF. This PPT design covers one stages, thus making it a great tool to use. It also caters to a variety of topics including Cybersecurity Risk, Action Plan, Security Awareness. Download this PPT design now to present a convincing pitch that not only emphasizes the topic but also showcases your presentation skills.

Business Reorganization Weekly Planning Roadmap Sample Pdf

The following slide depicts company reorganization weekly planning roadmap. It includes various activities such as develop business strategy, business transformation, post integration review, it system development etc. Showcasing this set of slides titled Business Reorganization Weekly Planning Roadmap Sample Pdf The topics addressed in these templates are Business Analysis, Business Strategy, Reorganization All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting. The following slide depicts company reorganization weekly planning roadmap. It includes various activities such as develop business strategy, business transformation, post integration review, it system development etc.

Weekly Business Updates Report With Business Results Formats PDF

Showcasing this set of slides titled weekly business updates report with business results formats pdf. The topics addressed in these templates are weekly business updates report with business results. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Weekly Review Of Human Resource Manager Tasks Ppt PowerPoint Presentation Portfolio Templates PDF

Presenting this set of slides with name weekly review of human resource manager tasks ppt powerpoint presentation portfolio templates pdf. The topics discussed in these slides are candidate interview, new joiners induction, project, ios mobile, development. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Sprint Iteration With Weekly Backlog Review Ppt PowerPoint Presentation File Guidelines PDF

Pitch your topic with ease and precision using this sprint iteration with weekly backlog review ppt powerpoint presentation file guidelines pdf. This layout presents information on product, analyze, risk. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Weekly Remote Teams Management Tasks Rules PDF

This slide shows virtual team management of weekly tasks to monitor work progress for project. It include various activities such as weekly team review, project brainstorming ads etc. Presenting Weekly Remote Teams Management Tasks Rules PDF to dispense important information. This template comprises seven stages. It also presents valuable insights into the topics including Weakly Team Review Meeting, Project Brainstorm Ads, Updating Website Design. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

Weekly Wholesaling Distribution Activity Checklist Professional PDF

Pitch your topic with ease and precision using this Weekly Wholesaling Distribution Activity Checklist Professional PDF This layout presents information on Appointment Agendas, Review The Worksheet, Office Day Imperatives It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Premerger Insurance Company Weekly Checklist Structure PDF

The following slide provides a weekly basis checklist of activities in premerger insurance company which aims to help both buyers and sellers to mitigate risk. Key activities include review key coverage terms, summarize key policy provisions etc. Persuade your audience using this Premerger Insurance Company Weekly Checklist Structure PDF. This PPT design covers Three stages, thus making it a great tool to use. It also caters to a variety of topics including Premerger Insurance, Company Weekly Checklist. Download this PPT design now to present a convincing pitch that not only emphasizes the topic but also showcases your presentation skills.

Social Media Marketing Weekly Objectives Demonstration Pdf

This slide contains social media objectives to be accomplished by managers for improving business performance. It comprise of objectives such as brand awareness, customer satisfaction, brand engagement etc. Pitch your topic with ease and precision using this Social Media Marketing Weekly Objectives Demonstration Pdf. This layout presents information on Brand Engagement, Drive Website Traffic, Customer Satisfaction. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout. This slide contains social media objectives to be accomplished by managers for improving business performance. It comprise of objectives such as brand awareness, customer satisfaction, brand engagement etc.

Weekly Project Schedule Status Checklist Microsoft PDF

The slide highlights the weekly plan status checklist depicting request, issues, risks and current milestone. Pitch your topic with ease and precision using this Weekly Project Schedule Status Checklist Microsoft PDF. This layout presents information on Current Week Milestones, Project Report Checklist, Completed Project. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Corporate Weekly Report Timeline Icon Pictures Pdf

Pitch your topic with ease and precision using this Corporate Weekly Report Timeline Icon Pictures Pdf. This layout presents information on Corporate Weekly Report, Timeline Icon. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout. Our Corporate Weekly Report Timeline Icon Pictures Pdf are topically designed to provide an attractive backdrop to any subject. Use them to look like a presentation pro.

Weekly Project Schedule Status Report Clipart PDF

The slide highlights weekly project plan status report depicting project details, weekly as well as overall project status and project component status. Showcasing this set of slides titled Weekly Project Schedule Status Report Clipart PDF. The topics addressed in these templates are Project Manager, Project Components Status, Budget. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Website Development Weekly Agenda Guidelines Pdf

The following slide illustrates weekly action plan for website design project. The purpose of this slide is to outline the strategy to accomplish businesses goals and track progress of task. It include information related to various tasks, stages, assigned to, and status.Pitch your topic with ease and precision using this Website Development Weekly Agenda Guidelines Pdf This layout presents information on Market segmentation, Recruit marketing professional, Create new pages It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout. The following slide illustrates weekly action plan for website design project. The purpose of this slide is to outline the strategy to accomplish businesses goals and track progress of task. It include information related to various tasks, stages, assigned to, and status.

Weekly Master Manufacturing Program Report Demonstration PDF

This slide illustrates weekly production report of a corporation in 1st quarter of financial year 2022. It includes forecast, booked orders, on-hand inventory, replenishment etc. Showcasing this set of slides titled Weekly Master Manufacturing Program Report Demonstration PDF. The topics addressed in these templates are Particulars, Forecast, Booked Orders. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Construction Project Progress Weekly Report Elements PDF

This slide defines the construction project status weekly report. It includes information related to project name, manager, expected date, budget, scope and schedule. Pitch your topic with ease and precision using this Construction Project Progress Weekly Report Elements PDF. This layout presents information on Project Components, Project Overall, Project Milestones. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Consulting Project Weekly Status Report Pictures PDF

This slide showcases project status report to highlight its progress in terms of budget and completion date. The following report covers project name and ID, week ending, manager, start and end date, project documentation, resources, materials and equipment. Pitch your topic with ease and precision using this Consulting Project Weekly Status Report Pictures PDF. This layout presents information on System Process, Materials, Supplier. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Revenue Weekly Performance Report Dashboard Topics PDF

This slide displays the overall revenue that has been earned by an organization during a weekly performance report with the gross margin percent , total revenue , no. Of customers , etc. Showcasing this set of slides titled Revenue Weekly Performance Report Dashboard Topics PDF. The topics addressed in these templates are Gross Margin, Total Revenue, Customers. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Performance Sales Weekly Report Overview Themes PDF

The slide illustrates a weekly sales report for effective decision making regarding products. Various elements included are days, emails sent, leads generated, leads converted, quantity sold, sales amount and notes sectioni. Showcasing this set of slides titled Performance Sales Weekly Report Overview Themes PDF. The topics addressed in these templates are Emails Sent, Leads Generated, Leads Converted, Quantity Sold, Sales Amount. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Weekly Marketing Investment Report Dashboard Ideas PDF

This slide illustrates the overview of advertising expenditure weekly performance metrics. It incorporate total budget spent and estimated for advertising, estimated and actual registration, revenue, conversion metrics rates etc. Showcasing this set of slides titled Weekly Marketing Investment Report Dashboard Ideas PDF. The topics addressed in these templates are Conversion Metrics, Quality Of Traffic, Quality Of Transaction. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Weekly Workforce Productivity Tracking Report Structure PDF

The following slide depicts the insights of marketing work stream to monitor its progress. It includes elements such as activities, due date, reported person, planned and actual hours etc. Showcasing this set of slides titled Weekly Workforce Productivity Tracking Report Structure PDF. The topics addressed in these templates areDesign Marketing Campaign, Securing Database, Evaluate Campaign Results. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Project Status Report Weekly Progress Slides PDF

This slide showcases weekly progress through project status summary. It includes various parameters that can be used to track the advancement of ongoing project which are progress made last week, tasks to be done this week, new issues raised and updates on issues that were raised last week. Presenting Project Status Report Weekly Progress Slides PDF to dispense important information. This template comprises six stages. It also presents valuable insights into the topics including Date Progress, Last Week, Issues Risks Blockers. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

Weekly Employee Performance Appraisal Timeline Diagrams PDF

This slide contains the tasks on which the performance of the employees will be evaluated at the end of month. It shows the division of tasks on certain time periods 7 , 14, 21 , 28 days. Showcasing this set of slides titled Weekly Employee Performance Appraisal Timeline Diagrams PDF. The topics addressed in these templates are Quality Of Work Timeliness, Training Assessment Reports, Previous Appraisal Forms. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Employee Weekly Marketing Activity Business Summary Download PDF

This slide exhibits marketing employee weekly activity report to track and assure consistency of work. It includes various elements such as task completed, ongoing tasks and tasks for next week. Persuade your audience using this Employee Weekly Marketing Activity Business Summary Download PDF. This PPT design covers one stage, thus making it a great tool to use. It also caters to a variety of topics including Completion Marketing, Review Changes, Report Preparation. Download this PPT design now to present a convincing pitch that not only emphasizes the topic but also showcases your presentation skills.

Weekly Agenda To Achieve Business Goals Summary Pdf

The slide exhibits weekly action plan used to manage daily business goals. The purpose of this slide is to outline specific tasks and objectives that need to be accomplished to achieve results effectively. It includes timeframe, action items, goals, and participants.Pitch your topic with ease and precision using this Weekly Agenda To Achieve Business Goals Summary Pdf This layout presents information on Develop communication, Evaluate progress, Open communication It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout. The slide exhibits weekly action plan used to manage daily business goals. The purpose of this slide is to outline specific tasks and objectives that need to be accomplished to achieve results effectively. It includes timeframe, action items, goals, and participants.

Weekly Project Status Report With Business Operations Accomplishments Inspiration PDF

Following slide outlines a comprehensive project status report showcasing weekly operations achievements. The report covers information about the current week accomplishments, plans for new week and major issues faced. Showcasing this set of slides titled Weekly Project Status Report With Business Operations Accomplishments Inspiration PDF. The topics addressed in these templates are Business Software, Customer Executive Department, Risk. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Need To Create Weekly Business Sales Performance Report Slides PDF

The following slide exhibits elements required in creation of sales report and helps professionals make educated business decisions. It presents information related to current prospects, responsive time, etc. Presenting Need To Create Weekly Business Sales Performance Report Slides PDF to dispense important information. This template comprises four stages. It also presents valuable insights into the topics including Product Return Rates, Lead Responsive Time, Current Prospects, Additional Sales. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

Weekly Sales Performance Report Of Restaurant Business Clipart PDF

The following slide exhibits restaurant report to track sales performance and essential KPIs such as leas-to-opportunity ratio. It presents information related to beverages, food discounts, etc. Pitch your topic with ease and precision using this Weekly Sales Performance Report Of Restaurant Business Clipart PDF. This layout presents information on Total Beverage Sales, Total Food Sales, Total Sales. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Icons Slide For Candidate Hiring Weekly Scorecard Candidate Hiring Weekly Scorecard Formats PDF

Introducing our well designed icons slide for candidate hiring weekly scorecard candidate hiring weekly scorecard formats pdf set of slides. The slide displays editable icons to enhance your visual presentation. The icons can be edited easily. So customize according to your business to achieve a creative edge. Download and share it with your audience.

Checklist For Prospecting Weekly Sales Performance Target Icons PDF

The following slide exhibits checklist used to generate business as first step in an outbound sales approach. It presents information related to performance review, publications, etc. Showcasing this set of slides titled Checklist For Prospecting Weekly Sales Performance Target Icons PDF. The topics addressed in these templates are Review Performance, Previous Week Sales, Review Relevant Publications. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Team Tasks And Weekly Activities Tracking Report Structure PDF

The purpose of this template is to define weekly action tracker used to measure team task. It covers information about status, priority and timeline. Pitch your topic with ease and precision using this Team Tasks And Weekly Activities Tracking Report Structure PDF. This layout presents information on Research Review And Analysis, Reporting And Documenting. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Weekly Remote Pi Project Planning Ppt Infographic Template Inspiration PDF

This slide covers weekly remote pi project planning which portfolio feature, prioritize and backlog forecasting. Further, targeted features, review and adjustment. Presenting Weekly Remote Pi Project Planning Ppt Infographic Template Inspiration PDF to dispense important information. This template comprises four stages. It also presents valuable insights into the topics including Determining Portfolio Features, Targeted Features Finalization, Progressive Backlog Refinement. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

Weekly Corporate Communication Plan For Project Management Themes Pdf

This slide exhibits communication plan used by managers in managing project operations. It comprises of reviewing mobile and website development, team standup, project review, project completion etc. Pitch your topic with ease and precision using this Weekly Corporate Communication Plan For Project Management Themes Pdf. This layout presents information on Communication Goals, Project Completion, Team Standup. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout. This slide exhibits communication plan used by managers in managing project operations. It comprises of reviewing mobile and website development, team standup, project review, project completion etc.

Weekly Operations Status Report Of Marketing Department Microsoft PDF

Following slide outlines operations status report which can be used by the marketing manager to review the weekly progress. It covers information about the marketing operations activities, accomplishments, potential issues, action steps, etc. Presenting Weekly Operations Status Report Of Marketing Department Microsoft PDF to dispense important information. This template comprises one stages. It also presents valuable insights into the topics including Potential, Accomplishments, Marketing Operations Activities. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

Weekly Schedule Management Of Financial Advisor Ppt Professional Shapes PDF

The following slide highlights weekly structured schedule which will help financial advisors to plan investment of their clients. Information covered in this template is related to sending cold email to prospects, meeting with staff, reviewing cash flows, etc. Showcasing this set of slides titled Weekly Schedule Management Of Financial Advisor Ppt Professional Shapes PDF. The topics addressed in these templates are Staff Meeting, Client Service Work, Lunch Break. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Music Album Marketing Plan With Weekly Status Summary PDF

This slide shows weekly status for music advertising plan to track overall progress and efficiency of marketing team. It include promotion activities such as write bio, schedule album reviews and paid advertising, etc. Showcasing this set of slides titled Music Album Marketing Plan With Weekly Status Summary PDF. The topics addressed in these templates are Promotion Activities, Publish Blog Posts, Album Tracks. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Weekly Report On Corporate Product Sales Portrait Pdf

Mentioned slide showcases weekly product sales report to inform management about revenue growth. It comprises of components such as price per unit, units sold and total sales for four weeks. Showcasing this set of slides titled Weekly Report On Corporate Product Sales Portrait Pdf. The topics addressed in these templates are Weekly Report, Corporate Product Sales. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting. Mentioned slide showcases weekly product sales report to inform management about revenue growth. It comprises of components such as price per unit, units sold and total sales for four weeks.

Weekly Activities Tracking Report And Task Schedule Graphics PDF

This slide defines the task schedule and weekly action tracker. It includes information related to different days in a week and activity performance details. Pitch your topic with ease and precision using this Weekly Activities Tracking Report And Task Schedule Graphics PDF. This layout presents information on Implementing The Plan, Performing Tasks. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout

Project Administration Bundle Weekly Project Schedule With Activities Information PDF

The following slide displays the project schedule in excel format as it displays multiple days of the week and key tasks that are to be accomplished in the predefined timeframe. Deliver and pitch your topic in the best possible manner with this Project Administration Bundle Weekly Project Schedule With Activities Information PDF. Use them to share invaluable insights on Weekly Project Schedule and impress your audience. This template can be altered and modified as per your expectations. So, grab it now.

Action Learning Theory Weekly Report Ppt PowerPoint Presentation Layouts Slideshow

This is a action learning theory weekly report ppt powerpoint presentation layouts slideshow. This is a five stage process. The stages in this process are action, learning, theory, weekly, report.

Project Management Weekly Activities Tracking Report Formats PDF

This slide defines the weekly action tracker used to manage projects. It includes information related to action items, owners, dates, status, priority, etc. Showcasing this set of slides titled Project Management Weekly Activities Tracking Report Formats PDF. The topics addressed in these templates are Project Management Weekly, Activities Tracking Report. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Weekly Activities Tracking Report And Activity Analysis Sample PDF

The purpose of this template is to define the activity analysis based on weekly action tracker. It covers information about action items, rank, priority, owners, etc. Showcasing this set of slides titled Weekly Activities Tracking Report And Activity Analysis Sample PDF. The topics addressed in these templates are Weekly Activities Tracking, Report And Activity Analysis. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Weekly Timeline For Sales And Operations Process Infographics PDF

This slide provides a weekly timeline which illustrates the sales and operations process of a manufacturing unit. Key elements comprise of sales review, supply review, operations review, executive meeting and pre executive meeting.Pitch your topic with ease and precision using this Weekly Timeline For Sales And Operations Process Infographics PDF. This layout presents information on Issues Resolution, Previous Period Analysis, Supplier Capabilities. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Weekly Support Center Progress Report With Kpis Template PDF

This slide represents the dashboard on weekly employee progress report with key performance indicators. It includes total call done, abandon rate, average timing and agents chart. Pitch your topic with ease and precision using this Weekly Support Center Progress Report With Kpis Template PDF. This layout presents information on Weekly Support, Center Progress Report. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Weekly Sales Training Activity Report Ppt Ideas Graphics PDF

This slide showcases the weekly sales training activities scorecard with the actual and weekly goal comparison. The activities includes initial contacts, follow ups, meetings, referrals, etc. Pitch your topic with ease and precision using this Weekly Sales Training Activity Report Ppt Ideas Graphics PDF. This layout presents information on First Contacts, Recommendations, Networking Events. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Weekly Project Work Status With Progress Report Ideas PDF

Showcasing this set of slides titled weekly project work status with progress report ideas pdf . The topics addressed in these templates are weekly project work status with progress report . All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Weekly Progress In Product Release Plan Ppt Layouts Slides PDF

This slide covers the product release weekly progress timeline including release version, feature, bug fixing report, released or scheduled status. Deliver and pitch your topic in the best possible manner with this weekly progress in product release plan ppt layouts slides pdf. Use them to share invaluable insights on weekly progress in product release plan and impress your audience. This template can be altered and modified as per your expectations. So, grab it now.

Weekly Schedule To Develop Content Marketing Plan Elements PDF

The following slide outlines a comprehensive calendar which can be used to frame B2B content marketing plan. The slide covers information about publication date, title, keyword, author, written, reviewed, scheduled, and promoted. Pitch your topic with ease and precision using this Weekly Schedule To Develop Content Marketing Plan Elements PDF. This layout presents information on Plan, Weekly, Reviewed. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Weekly Progress Report Status Of Work Structure PDF

Pitch your topic with ease and precision using this weekly progress report status of work structure pdf . This layout presents information on weekly progress report status of work . It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Weekly Status Report For Analyzing Company Work Status Icons PDF

Pitch your topic with ease and precision using this weekly status report for analyzing company work status icons pdf . This layout presents information on weekly status report for analyzing company work status . It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Scheduling Icon To Weekly Activities Tracking Report Professional PDF

Pitch your topic with ease and precision using this Scheduling Icon To Weekly Activities Tracking Report Professional PDF. This layout presents information on Scheduling Icon To Weekly, Activities Tracking Report. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Weekly Activities Tracking Report And Analysis Checklist Icon Graphics PDF

Pitch your topic with ease and precision using this Weekly Activities Tracking Report And Analysis Checklist Icon Graphics PDF. This layout presents information on Weekly Activities Tracking, Report And Analysis Checklist . It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Weekly Activities Tracking Report Icon To Measure Changes Portrait PDF

Pitch your topic with ease and precision using this Weekly Activities Tracking Report Icon To Measure Changes Portrait PDF. This layout presents information on Weekly Activities Tracking Report, Measure Changes. It is also available for immediate download and adjustment. So, changes can be made in the color, design, graphics or any other component to create a unique layout.

Agile Project Management Strategy Agile Weekly Reporting Tool Information PDF

This slide provides the glimpse about the weekly agile reporting dashboard along with task name, employee details and project assigned to each member.Deliver an awe inspiring pitch with this creative agile project management strategy agile weekly reporting tool information pdf bundle. Topics like document current systems, discussion with stakeholders, design database can be discussed with this completely editable template. It is available for immediate download depending on the needs and requirements of the user.

Weekly Activities Tracking Report For Employees In Organization Brochure PDF

This slide defines the weekly task list of employees in a marketing organization. It includes information related to task name, status, task type, assigned to, hours, etc. Showcasing this set of slides titled Weekly Activities Tracking Report For Employees In Organization Brochure PDF. The topics addressed in these templates are Weekly Activities Tracking Report, Employees In Organization. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Sales Representative Weekly Activities Tracking Report Clipart PDF

The purpose of this template is to define the action tracker report for sales representatives. It covers information about selling activity, weekly targets, achievement details, etc. Showcasing this set of slides titled Sales Representative Weekly Activities Tracking Report Clipart PDF. The topics addressed in these templates are Networking Event Attendance, Contacting And Following. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

Weekly Activities Tracking Report To Measure Items Slides PDF

The purpose of this template is to define the action tracker used to check weekly item status. It covers information about priority, task name, assigned, dates, etc. Showcasing this set of slides titled Weekly Activities Tracking Report To Measure Items Slides PDF. The topics addressed in these templates are Project Task Allocation, New Office Layout. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

How to run a great Weekly Business Review and build a data-driven culture: A conversation with MasterClass COO Mark Williamson

Alex Halliday (AirOps Founder & CEO) and Mark Williamson (MasterClass COO) talk Weekly Business Reviews.

If you’ve read AirOps COO Matt Hammel’s thoughts on leadership meetings and Weekly Business Reviews , you already know that there are a few truths we hold dear here at AirOps, such as... 

• WBRs shouldn’t be a nightmare
• WBRs are (very) expensive, it’s worth your while to make them worthwhile
• WBRs should set the stage for a frank, but friendly, discussion that sucks all the BS out of the room and encourages your teams to do more of their best work

Team AirOps has spent a lot of time thinking about how to help teams build better WBRs. That’s why I asked Mark Williamson, COO of MasterClass, if he’d be willing to share his thoughts, best practices, shoulds, and shouldn’ts. He agreed and a transcript of our conversation is below.

So, enjoy! I think you’ll learn a lot. For me, our chat was a great reminder about why WBRs are so critically important for growing companies. I’ll definitely keep these takeaways in mind as we build AirOps 🚀.

Alex Halliday: Let’s start with a high-level overview: Why should organizations invest in Weekly Business Reviews? Why are they such a high ROI activity for growing companies?

Mark Williamson: Here's how I think about it: Businesses are complex systems. By their nature, they're subject to the classic “ elephant problem ,” where everyone has a different view of what they *think* might be happening. A well-run Weekly Business Review helps you get the right people together in one room to pull all the data together and do diagnostics. 

I believe that this is the most important thing a business can do – figure out what causes what. And that's a really hard thing to figure out and a hard thing to learn. 

But, the reason it's become so important is that we are living in a more dynamic business environment than we’ve ever seen over the last decade and a half. Covid created a situation where you had the sudden collapse or expansion of markets. We now have inflation that's changing consumer spending habits and patterns. We've got consumer fatigue in many different segments of the economy and it’s imperative to understand what is actually driving the business either forward or backward in terms of its growth. 

It's harder to figure out now than it was in 2019 when we were in a low-interest rate, low inflation, “economy doing well” type of market. In that environment, determining the causes of different things in a complex business system was much more straightforward.

Now it's a lot more complicated and dynamic, therefore you need much more sophisticated diagnostic capabilities to figure out what's driving a business and how to influence it.

Yeah, it sounds like you're also referring to the ability for the business to react quickly and flow through those market systems signals into business decisions in a compressed time frame. In your mind, what are some of the really important pillars that you think should be present in a successful WBR?

There's so much art involved here, but the most important thing is that you’ve got to start with the foundational elements… which should always be data. And it's got to be data you trust. If you're making decisions based on bad data, you’re not going to end up in a good place. Data integrity and data quality are incredibly important. 

Then, you should make sure that you've got somebody in the business whose job it is to understand and question the data by asking questions like, “What are the primary variables that we should be looking at here?” 

And I think it's a combination of input and output metrics. You want things like sales metrics. That's an output of a bunch of other activities. But you also want to be looking at key projects and the inputs that you're optimizing for, including big key strategic initiatives.

One mistake I often see is Weekly Business Reviews that focus entirely on output metrics, not input metrics or the inputs that tie into key big initiatives.

Are there any other core pieces that you think should be present on top of the data, like additional narrative or check-ins on previous commitments?

One thing that I think is really important is being really thoughtful about which time series of data you’re presenting. Are you marking critical events that happened? 

Because oftentimes, you might go back and say, “Why did our CAC drop there?” because you ran a promotion and forgot to mark that in the data somewhere. You want to be hyper-attuned to different events that may have caused different things to happen. Having a timeline of business changes overlaying time series data can so often uncover important relationships that would go unnoticed, and not having this is a wasted opportunity to learn.

Basically, getting maniacally obsessed about the clarity of the data, and the narrative that it’s telling you about what happened in the past is really, really important.

When you've seen these things be rolled out before, what are some of the common mistakes that organizations make when implementing a wide-scale WBR process?

I think one big mistake is everybody just comes in and looks at the data and goes… “Okay, cool.”

The best way to run these meetings is to encourage truth seekers. The people you want in the room for a WBR are people who aren’t defensive about their functional area. You need a set of people whose highest order is wanting to know what the truth is about this business, whether the news is bad or good. 

Oftentimes, you end up in a world where you get people who aren't truth-seeking or people who aren't able to think in systems. I'm a big believer in systems thinking as a critical skill throughout the business. When you don't have systems thinkers who can see the whole picture you can burn a lot of time in these meetings and make no progress. 

How do you go about coaching new leaders to help level them up so that they can perform in the WBR effectively?

What I tend to find effective here is building an understanding for them from the ground up, so that they know what's trying to be achieved in the meeting. Basically taking them through how we’re going to solve the “elephant problem” I talked about earlier: We're going to get all the data from all the different departments in one place. We're going to all look at it together. 

Our jobs are to do diagnostics. We're truth seekers, rather than coming in with an agenda. 

If you're pounding your pet peeve on another team in that meeting, you lose credibility instantly. Because it shouldn't be about driving an agenda. It should be about driving an understanding and making sure that leaders know you want a vigorous debate about hypotheses around what might be driving the business. 

From there, you can say, “Let's leave this meeting with an understanding of what things we're going to test to see how they change the business.”

The process of getting a WBR organized is pretty complicated. How do you think about the core responsibilities in that process and what are two to three core roles that you need to really set up for success to make sure everyone can go into the meeting properly prepared?

Every company will have different functional structures that might run this. Sometimes there'll be a CFO, sometimes it’ll be the COO or someone from the business operations group. 

But the most foundational one is definitely data, and trust in that data. So you've got the data team heavily involved in pulling that information together. 

Then, you need somebody who does a little bit of annotating and editorializing on top of the data to say, “This week we ran a campaign.” Typically, you need each functional area to provide a broad-level overview of what transpired. 

So if I'm on the performance marketing team, I might say, “CAC increased and we think it's because of iOS 14.5.” The growth team might say, “We're seeing a drop in conversions.” 

From there, if I start to look at those two data points, I might start to assume that what we have is a traffic quality problem, which would be consistent with a particular OS privacy update that’s affecting our ability to target customers, right? Then you say, “Okay, I've got two data points that might prove this hypothesis. Do I have anything else here that might confirm or refute that?” One classic mistake I see is that people won't ask for evidence that might refute their hypothesis, but it’s an important step and practice to encourage.

A WBR is an expensive meeting with lots of senior team members involved. What's your mental playbook for making sure those sixty to ninety minutes are really high-value?

I think for a lot of people in the business that attend that meeting, the highest order for many of them is just understanding what is actually going on in the business. 

I think what you tend to see though, is that there’s a subset of that group that can do the diagnostics, the hypothesis generation, and then figure that out. So there are almost multiple levels of what you want to achieve in this meeting: What is the alignment around what’s actually even happening? You want everybody to walk away with an alignment of what is going on in the business and an understanding about what we’re testing next and why.

But there's also a subset of people who are trying to tune their mental models of the universe. Here’s a really quick example of this: Covid happens and the adoption of ecommerce explodes. What does Amazon do? They started building out massive infrastructure warehouses, distribution facilities, and everything else because their thesis was once you start using ecommerce, you never stop. Amazon has never had a cohort of customers who come in and collectively buy less a year later. It just doesn't happen. But, what we've all seen in the press recently is that Amazon is now shedding all of these distribution facilities. Turns out, they overbuilt because that growth reverted back to the mean.

Maybe Amazon did debate this before building, I don’t know – they’re such a well-run company. I don't want to pick on them. It just turns out that the data is public so I can talk about it. I'm going to bet there maybe wasn't someone who questioned, “Well, what happens if this cohort of Covid people doesn’t stick around?” 

Even if they did have that debate, they went in the direction of “We believe these people are going to stick around.” But the reason I'm mentioning this is to highlight the importance of debate. Is this a short-term market anomaly or a long-term market trend? What is driving these numbers? Because the world went from clear skies with a steady breeze, to all of a sudden having a hurricane and a tsunami at the same time.

Totally agree – any business that experienced truly unprecedented pandemic accelerated demand (Shopify, Pelaton, Zoom) would have had this challenge, obviously, those needing physical capacity had the hardest strategic challenge. The need to be close to trusted numbers and be responsive to market signals would have been critical to successfully navigating the ups and downs. 

Moving onto actioning the WBR outputs, how do you make sure that there’s a feedback loop between decisions being made in the WBR and action being taken in the business?

The best practice, in my opinion, is that you're taking note of action items in the Doc. You're highlighting who has action items, what they are, when they’re due, and then reviewing those action items and their status at the start of every WBR. 

Also, when you’re reviewing the business and working with different teams, look for things that say, “Maybe we're not doing a good enough job here” or, “Maybe this is an indication that we're doing a great job.” We all look at the output metrics and when things are up to the right, it's like “That team is crushing it!” For a solid decade or so, that's kind of what everybody expected. 

In today's environment, I'm more interested in the explanatory understanding of what’s happening in the business. If your numbers are up and to the right, but you don't understand why… that’s not good. If your numbers are down, but you understand why that's better. 

In the long run, teams that understand the causal mechanisms that drive output will win. 

You've talked to me many times about the importance of understanding the levers of the business system and investing in that understanding, either through tests or via studying cause and effect along the way. It becomes an accumulating asset for that team and allows it to control its own outcomes, which was an incredibly powerful takeaway.

I was thinking about the data evolution that you've been on at MasterClass. I’d love for you to talk a little bit about the journey to getting to the point you are now, where presumably you can walk in on a weekly basis and have confidence in the numbers. What did it take to get there and what were some of the big pieces that you had to get in place to be set up for success?

I think what's interesting about data quality and integrity is that progress on that dimension isn't linear. It's not always getting better over time. You can have external events that shake that stuff to the core. 

Many months ago, we probably all felt more comfortable in our understanding of performance marketing data. Then iOS 14.5 comes out now and it's like we got dragged back to the late 90s. Well, it’s not quite that bad, but I mean it highlights an important point: You don't ever want to become complacent in your assumptions about the quality of your data. If something looks off or different, even if you think you have good data, you still need to dig in and try to understand what's really happening. 

But generally speaking, you're right, data quality will improve over time within an organization and you'll typically start with no data at all, or log files, or some dashboard that an engineer has built. From there, you start to realize, “We need an actual system because if we keep running reports on production, we're going to crash our production system.” 

So, you get Looker or Tableau or something else to start looking at that data. And then you tend to realize “I need a CDP.” So, you get Segment in place. Then you say, “I need Amplitude so I can look at funnel reports.”

And now all of a sudden you've got multiple “sources of truth” that are never perfectly aligned. That is, to me, an instantaneous inflection point for businesses in their relationship to data. Do they suddenly start to say I no longer trust any data because none of it agrees with each other? Or, are you able to ultimately come to grips with the fact that the data will never fully agree with each other? And from there, you're going to pick a few sources of truth and move forward with those sources of truth? 

I think every company eventually gets to a point where they need to pick their source of truth and what they’re going to make decisions on. Otherwise, they’re going to be rudderless from lack of data. 

So you pick your thing and you say, “Okay, we'll use Looker and Amplitude and they won't always agree. But, we generally understand why they're going to disagree at different times, and this is why we're going to use each one for a different purpose. And we're going to march forward, hand in hand.”

Tactically speaking, who in the organization should be driving the process to agree on data sources and then metric definitions?

I'm glad you brought that up, Alex.

For example, you’d imagine that the definition of LTV is simple. It’s the lifetime value of a customer. But, if you’re in an early business, how do you know the lifetime value of your customer when you've only been around for a year and a half? 

Then, there are lots of finance people who only do three-year value and call that LTV.

Soon enough, you end up debating things like what discount rate do you use for future cash flows… is it your weighted average cost of capital as a startup? Or should it be the weighted average cost of capital in a late-stage company? These are meaningful debates. If you shift those numbers a little bit, well, your LTV can radically change, which then changes your CAC, because you're probably running off of an LTV to CAC ratio. 

So, the definition of metrics, in my opinion, needs to be done in large part by the biz ops organization in partnership with the finance team. Definitions need to be agreed upon by the key operating executives, down to the nitty-gritty of, “What are our weighted costs of capital? What is our capital if we're discounting cash flows in the future? How are we handling this stuff?” Because it really does matter.

How do you think about sharing a common understanding of metrics definitions, and also where to go for different types of data needs and which reports to look at? Is it documentation, or is it “go to the point person in the company”? How do you think about data democratization at scale for a company like MasterClass?

This is an interesting challenge. There are really several inflection points in businesses. There's a classic one when you get beyond 150 people – once you pass Dunbar's number things kind of get different. 

From a data transparency point of view, I've always held the belief that you want to be as transparent as humanly possible for as much of the business as possible. I'm increasingly interested in the notion of leading by context and trying to make sure that everybody else has as much context as I have. They can weigh that information when they're making decisions because the context of how the business is doing really matters. 

When thinking about a multi-layered communication strategy within the organization to talk about how this business is doing, think about: How often are you getting up at the All Hands and talking about the key performance metrics within the business? 

This will vary from company to company, but I think that too many companies default to being more secretive about metrics. If you really want to empower people to make the best decisions, the quality and the impact that you have on the business will be proportional to the quality of the decisions you make… and what improves decisions is better information and better context.

I think the key thing here is that sometimes data points alone aren't sufficient for people without the additional context and narrative, especially if you're a cyclical business. Communication and data access, whether that's through a deck or dashboards or Google Sheets, needs to put the data in context.

Is there anything else about the WBR process that we haven’t covered that you’d like to add?

My answer is this book: Working Backwards . It's a really great book. There's an entire chapter devoted to metrics and Weekly Business Reviews. Basically, it’s the Amazon operating model and they do a great job of breaking down their Weekly Business Review process: What does that look like? How do they do diagnostics? How do they think about time series data? And a lot more.

Thanks so much for taking the time to talk about WBRs with me today, Mark.  

The Weekly Business Review is the primary opportunity to understand important shifts in the business, educate and align the wider team as well as make important decisions. 

Growing companies are rightfully focused on improving their metrics, but what’s often missed is also growing the collective understanding of the business system and levers that govern those metrics. Mastery of the levers of performance allows teams to control their own destiny and, among other things, deliver increasingly efficient growth. 

As the macro environment for startups becomes increasingly volatile and challenging there has never been a more important time to nail systems understanding,  information sharing, alignment, and decision making. Importantly, underpinning these critical workflows is a foundation of trusted, accessible data.

More from the AirOps Blog

T3 cuts content creation costs by 90% and improves quality with airops.

How T3 Services Group used AirOps to automate content generation and accelerate client website launches

Grok vs. ChatGPT vs. AirOps: Which One is Better?

The 9 best byword alternatives, does chatgpt give the same answers to everyone.

Curious if ChatGPT generates identical answers? Discover the factors influencing AI responses, how to get personalized results, and advanced techniques for unique content.

Documentation

Privacy Policy

Weekly Business Reviews (WBRs)

progress bar

Weekly Business Reviews (WBRs) are a consistent meeting where you and your team can dive into your KPIs every week, ensuring you and your team are always on the same page. WBRs help you and your team make decisions with clarity, boost team collaboration, accelerate decision making, and steer your business confidently forward.

Share this on

In this training, you will

• Understand the core of WBRs as a consistent meeting to drive impactful business leadership.
• Delve into your KPIs every week, enabling data-driven decisions that set you apart.
• Strengthen team alignment and clarity in decision-making, ensuring everyone is on the same page.
• Recognize the power of consistency in WBRs, keeping you and your team in sync.
• Master effective scheduling to ensure participation from key stakeholders and maintain alignment.
• Learn to set focused objectives and agendas for each WBR, driving productivity.
• Embrace continuous improvement by valuing feedback and fine-tuning your strategies..

Skills that will be explored

We'd Love to Keep in Touch

Grow faster: Please provide your email to download free educational resources and receive product updates.

Unlocking Success with Weekly Business Reviews (WBRs)

Imagine this: A dedicated time each week where your team huddles, not just for the sake of meeting, but to genuinely dissect your company's key performance indicators (KPIs). It's a space where everyone collectively identifies trends, uncovers challenges, and plots the next big move. This isn't just any meeting; it's a WBR. Weekly Business Reviews (WBRs) help ensure you're not just keeping up but truly leading the way.

Why should you care? Well, consider the WBR as your business's pulse-check. In today's whirlwind of technological advancements and ever-shifting consumer demands, it's easy to get lost. But with WBRs, you gain a systematic approach to staying in tune with your business's heartbeat, ensuring you're always in sync with its rhythms and ready to dance to its beats.

The magic of WBRs:

• Stay Informed: Dive deep into data, understand what's working, and spot areas ripe for innovation.
• Collaborate Effectively: Foster a culture where teams rally together, share insights, and strategize for success.
• React Swiftly: With a weekly check-in, you can pivot and adapt faster than ever, ensuring you're always a step ahead of the curve.

In business, knowledge isn't just power—it's progress. By embedding WBRs into your routine, you're setting your team, your career, and your business up for the kind of success that's not just about numbers, but real, impactful growth.

1. What is it

The task involves conducting Weekly Business Reviews (WBRs) - structured meetings dedicated to reviewing and discussing your company's key performance indicators (KPIs).

2. Why is it Important

Conducting WBRs empowers you to make data-driven decisions, swiftly address arising challenges, and formulate impactful business strategies. By consistently evaluating your KPIs, you ensure your business remains agile and competitive.

3. When and Where it Should be Done

You should conduct WBRs weekly. This consistent frequency enables you to stay attuned to your business's performance, enabling you to react promptly to any emerging trends or challenges.WBRs can be conducted in a dedicated conference room, an office space, or through virtual meeting platforms, depending on your organization's preferences and the availability of resources.

4. Who Should be Involved

Besides you, key stakeholders and relevant team members should be involved in WBRs. This includes department heads, team leaders, and any other personnel responsible for the KPIs being reviewed.

5. How You Do It

The difference in conducting WBRs is ensuring that the meeting is a powerful tool for business strategy and growth.

To conduct a WBR:

• Gather relevant data on your company's KPIs for the week.
• Organize and present the data in a comprehensible format.
• Convene the relevant stakeholders and team members.
• Discuss the findings by highlighting trends, achievements, and areas of concern.
• Formulate action plans or strategies based on the insights derived.
• Assign responsibilities for the implementation of the devised plans.
• Schedule the next WBR, with an action item to review the outcomes of the implemented strategies.

1: Gathering Data on Your Company's Weekly KPIs

For a successful Weekly Business Review (WBR), accurate and relevant data is the foundation. Gathering this data ensures that the discussions and decisions in subsequent steps are grounded in reality and not based on assumptions. Hence, the process should be methodical and comprehensive.

• Identify the KPIs: Start by listing down the key performance indicators (KPIs) that are crucial for your business. These KPIs should align with your company's goals and objectives. For instance, if revenue growth is a primary focus, then weekly sales data might be a key metric.
• Use Reliable Data Sources: Ensure the data comes from credible and reliable sources. This could be your company's internal databases, CRM system, sales platforms, or any other tool where performance data is recorded.
• Automate Data Retrieval: If possible, utilize automation tools or software that can extract the required data without manual intervention. Automation ensures efficiency and consistency in data collection.
• Check Data Integrity: Once the data is gathered, quickly review it to check for any discrepancies or anomalies. This step is crucial to ensure your WBR is based on accurate information.
• Compile the Data: Bring together the collected data in one centralized location, be it a spreadsheet, a dashboard, or any other data visualization tool. Consolidation aids in easy access and analysis during the WBR.

By meticulously gathering your company's weekly KPI data, you ensure that your WBR discussions are grounded in actual performance metrics. This accuracy is pivotal for making informed decisions that can propel your business forward. Furthermore, having a clear picture of your performance metrics allows your team to identify areas of excellence.

2: Organizing and Structuring Your Weekly KPI Data

Step 2 ensures that the data serves its purpose: to inform, enlighten, and guide strategic decision-making.

The crux of this step is to make the data both accessible and interpretable. The raw data, while crucial, might be overwhelming or confusing to many. By organizing it and presenting it in a digestible manner, you facilitate effective analysis, discussion, and decision-making in the subsequent steps of the WBR. The document will be used to provide specific guidance on the best practices and tools for this task.

• Data Organization: Begin by segmenting your data based on categories or departments. This ensures that similar metrics are grouped together, simplifying the analysis process. For instance, financial metrics can be grouped separately from customer feedback metrics.
• Choose Appropriate Visualization Tools: The document mentions the importance of using tools that can help visualize data effectively. Consider tools such as Excel, for basic visualizations, or more advanced platforms like Tableau or Microsoft Power BI for intricate data sets. The right tool can transform numbers into meaningful insights.
• Highlight Key Trends: Within your presentation, ensure that significant trends, whether positive or negative, are emphasized. This ensures that critical points are not lost in the sea of data.
• Use Descriptive Labels: To minimize ambiguity and make it easier for stakeholders to understand the data, ensure that every chart, graph, or table has clear and descriptive labels.
• Provide Context: Where relevant, provide context to the data. This could be in the form of annotations, historical comparisons, or industry benchmarks. Context can help stakeholders understand the significance of the data points.
• Interactive Dashboards: If using advanced tools, consider creating interactive dashboards that allow stakeholders to delve deeper into specific areas of interest, fostering a more engaged and proactive approach to data analysis.
• Practice Your Presentation: Before the WBR, familiarize yourself with the data presentation. Ensure that you can guide stakeholders through it smoothly, addressing questions and highlighting key points.

By organizing and presenting your data effectively, you set the stage for a productive WBR. Clear, comprehensible data presentations can lead to sharper insights, more informed discussions, and actionable strategies. For your business, this leads to decisions grounded in reality and ensures your strategies are both relevant and impactful. For your team, a clear understanding of the data fosters alignment by ensuring everyone is on the same page regarding the company's performance and direction.

3: Convening the relevant stakeholders and team members

Step 3 is geared towards not just having a meeting, but ensuring that the meeting is a powerful tool for business strategy and growth.

The effectiveness of a WBR hinges largely on the people present. Their insights, expertise, and feedback can transform raw data into actionable strategies. Thus, it's crucial to ensure the right people are in the room (or virtual meeting). The document will guide us on how to identify these individuals and ensure their participation.

• Identify the Key Participants: Before sending out invites, make a list of essential personnel. These are individuals directly linked to the KPIs being discussed. Typically, this would include department heads, team leaders, and specialists. The uploaded document may provide specifics on roles crucial for your organization's WBRs.
• Notify in Advance: Considering the packed schedules of executives and key team members, it's vital to notify them well in advance. This ensures they can block off time and come prepared.
• Set a Clear Agenda: Along with the invite, send out a clear agenda. Outline the key points of discussion, any preparatory work required, and the expected outcomes of the WBR. This helps attendees prepare and ensures the meeting is productive.
• Choose the Right Environment: Whether it's a physical meeting room or a virtual platform, ensure the environment is conducive to focused discussions. This means a quiet room, the necessary tech setup for presentations, and a comfortable seating arrangement.
• Encourage Active Participation: It's not enough for stakeholders to be present; they need to be active contributors. At the start of the WBR, set the expectation that everyone's input is valuable and that open, constructive discussions are encouraged.
• Set Ground Rules: Especially for larger WBRs, set some ground rules. This could include no interruptions when someone is speaking, sticking to the set agenda, and ensuring discussions remain constructive.

Convening the right stakeholders ensures that your WBR benefits from diverse insights and expertise. This collaborative approach means decisions are holistic, taking into account various facets of the business. For your product, this means strategies that are well-rounded and considerate of all relevant factors. For your team, it fosters a sense of collective ownership and alignment. And for your business, it ensures that decisions are made with a comprehensive understanding, driving more effective strategies and better outcomes.

4: Engaging in a Constructive Discussion on Weekly KPIs

Step 4 is designed to ensure that discussions are not just routine check-ins, but powerful strategy sessions that drive business growth.

The discussion phase is where raw data transforms into actionable insights. It's where the collective wisdom of the convened team dissects the presented data, identifies trends, celebrates successes, and flags concerns. The aim is to ensure that everyone is on the same page and that there's a clear understanding of the business's current standing.

• Begin with Achievements: Start the conversation on a positive note by first acknowledging what went well. Highlight any KPIs that exceeded expectations or notable achievements from specific departments or teams.
• Transition to Trends: Using the organized data, walk the team through noticeable trends. This could be patterns emerging over multiple weeks or sudden spikes and drops in specific metrics. The goal is to understand the 'why' behind these trends.
• Address Areas of Concern: With achievements and trends covered, it's time to delve into metrics that didn't meet expectations. Address any concerns or anomalies in the data, seeking insights from relevant stakeholders to understand the root causes.
• Promote Open Dialogue: Encourage all participants to share their perspectives. The more comprehensive the discussion, the richer the insights. Remember, the goal is collective understanding and problem-solving, not finger-pointing.
• Document Key Takeaways: As the discussion progresses, ensure someone is tasked with documenting key insights, action items, and concerns. This will be crucial for the subsequent steps of formulating action plans and assigning responsibilities.
• Summarize and Confirm Understanding: Before concluding the discussion, provide a brief summary of the main takeaways. This ensures that everyone leaves with a clear understanding and there are no ambiguities.

Engaging in a thorough discussion of your company's weekly KPIs ensures that every stakeholder is aligned and informed. It provides clarity on where the company stands, what's working, and what needs attention. For your product, this means strategies that are grounded in real-world performance data. For your team, it fosters alignment, ensuring everyone is working towards common goals. And for your business, these discussions drive informed and impactful decision-making, propelling your business towards its objectives.

5: Crafting Effective Action Plans from WBR Insights

Step 5 is where the rubber meets the road. It's the transition from understanding to action, and its effectiveness will determine the impact of the entire WBR process.

Post-discussion, the next critical phase is to turn insights into actionable plans. It's the bridge between understanding and execution. The strategies formulated here will guide the company's actions in the ensuing week(s) and will be pivotal in addressing concerns and leveraging strengths.

• Prioritize Insights: Not all insights will carry the same weight or urgency. Start by categorizing the insights derived from the discussion in terms of their impact and immediacy. This will help focus resources on the most pressing or impactful items first.
• Brainstorm Solutions: For each prioritized insight, brainstorm potential strategies or actions. This should be a collaborative effort, drawing on the expertise of the relevant stakeholders. Remember, diversity of thought often leads to the most innovative solutions.
• Evaluate Feasibility: Before finalizing any action plan, assess its feasibility in terms of resources, time, and potential risks. This ensures that the strategies are not just good on paper but are practical and executable.
• Set Clear Outcomes: For each action plan, define what success looks like. Whether it's achieving a specific metric, resolving a concern, or leveraging an opportunity, having a clear target ensures measurability and accountability.
• Seek Feedback: Before finalizing the strategies, seek feedback from the team. This not only refines the plan but also ensures buy-in, increasing the likelihood of successful execution.
• Document Everything: Ensure that every strategy or action plan is documented, including its rationale, expected outcome, and resources required. This serves as a reference point and ensures clarity in execution.

Crafting effective action plans ensures that insights from the WBR translate into tangible business outcomes. For your product, this means strategies that directly address its real-world performance, enhancing its strengths and mitigating its weaknesses. For your team, clear action plans provide direction, ensuring everyone knows their role in driving the business forward. And for your business, these plans, rooted in data and collaborative insights, set the stage for informed actions that drive growth and address challenges.

6: Assigning Responsibilities for Effective Implementation

Step 6 is about converting strategy into action. It's about ensuring that each action item has a steward, ensuring a systematic and organized approach to implementation.

Once strategies are in place, assigning clear responsibilities is paramount. This ensures that each action item has an owner, someone accountable for its execution. Without clear ownership, even the best-laid plans can fall by the wayside. The document will guide us on how to efficiently assign these responsibilities, ensuring successful implementation.

• Match Expertise with Tasks: Begin by aligning the action items with the expertise of team members. Assign tasks based on individuals' strengths, experience, and skill sets. This ensures that each task is handled by someone best equipped to execute it.
• Clear Communication: Once responsibilities are decided, communicate them clearly to each individual or team. Ensure they understand not just the 'what' but also the 'why' behind their assigned tasks.
• Provide Necessary Resources: Ensure that individuals or teams have the necessary resources – be it tools, budget, or manpower – to execute their tasks. This might involve coordinating with other departments or securing additional resources.
• Set Deadlines: Every task should have a clear deadline. This not only provides a timeframe for execution but also aids in tracking progress and ensures timely completion.
• Open Channels for Queries: Encourage team members to raise questions or seek clarifications on their responsibilities. This proactive approach ensures smoother execution and minimizes potential roadblocks.
• Document Assignments: Maintain a centralized document or platform where all responsibilities are listed, along with their respective owners and deadlines. This serves as a reference point and can be useful for tracking progress.

Assigning clear responsibilities ensures that each formulated strategy has a clear path to execution. For your product, this means that each facet of its performance is actively being addressed. For your team, clear responsibilities provide direction and a sense of ownership, boosting morale and accountability. For your business, this organized approach ensures that strategies are not just formulated but are actively implemented, driving tangible results.

7: Scheduling and Preparing for the Subsequent WBR

Step 7 is about cementing the WBR as a recurring strategic tool, ensuring the continuous evolution and refinement of business strategies.

The WBR is not a one-off event; it's a recurring strategic tool. By scheduling the next review, you're ensuring continuity in the process. This upcoming meeting serves as both a deadline and a checkpoint, ensuring strategies are implemented and their outcomes are evaluated. The document will guide us on how to effectively schedule and set the stage for the next WBR.

• Pick a Consistent Time: Consistency aids in planning. Try to schedule WBRs at the same time, be it every week, fortnight, or month. This helps stakeholders keep that slot free and sets a rhythm to the review process.
• Consider Stakeholders' Availability: Before finalizing a date and time, check the availability of key stakeholders. Their participation is crucial, so ensure the timing is convenient for them.
• Set Clear Objectives: Every WBR might have a slightly different focus based on current business needs. When scheduling the next WBR, set clear objectives. What are the key areas you wish to cover? Are there specific challenges or opportunities you want to address?
• Send a Reminder: As the date approaches, send out a reminder to all participants with the agenda, objectives, and any preparatory material they might need.
• Allocate Time for Strategy Review: Ensure a portion of the next WBR is dedicated to reviewing the outcomes of the strategies implemented post the current WBR. This ensures accountability and allows the team to learn from both successes and shortcomings.
• Encourage Feedback: After each WBR, seek feedback on the process. Was there adequate data? Was the discussion productive? Were the action items clear? This feedback can be used to refine and improve subsequent WBRs.

Scheduling the next WBR ensures there's a structured mechanism to review and recalibrate strategies. For your product, this means continuous attention to its performance and adaptability to changing circumstances. For your team, the regularity of WBRs provides clarity and direction, ensuring everyone is aligned and working towards shared objectives. For your business, the consistent review of strategies ensures agility, allowing your business to adapt, evolve, and grow in a dynamic market.

Related Training

Key Performance Indicators (KPIs)

Product Management

Startup Accelerator

Business Incubator

Mergers and Acquisitions

Research and Development

Business review presentation: The all-in-one guide

Learn how to create and deliver effective business review presentations with this comprehensive guide.

Raja Bothra

Building presentations

Welcome to the all-in-one guide on business review presentations, your go-to resource for mastering this crucial aspect of corporate communication.

This guide will walk you through everything you need to know about creating impactful business review presentations, including quarterly business review presentation (QBRs).

What is a business review presentation?

A business review presentation is a comprehensive overview of a company's performance during a defined period, often spanning a quarter or a year. Its primary purpose is to keep stakeholders, including shareholders, investors, and board members, well-informed about the company's advancements toward its goals and objectives. This presentation acts as a strategic compass, guiding stakeholders through the company's journey and ensuring transparency in its progress.

Types of business review presentations

Business review presentations come in various forms, each designed to serve a distinct purpose and cater to specific audiences. Understanding these different types is pivotal for tailoring your presentation to meet your audience's unique needs. Here are some common variations:

Quarterly business review (QBR):

The QBR presentation hones in on your company's performance over the previous quarterly report. It delves into key accomplishments, challenges, and strategic goals, making it a vital update for shareholders, investors, and board members.

Annual business review (ABR):

The ABR presentation offers a comprehensive, year-long perspective on your company's performance. It encompasses financial summaries, strategic plans, and provides a broader overview suitable for the same stakeholders as a QBR but may also include employees and other interested parties.

Sales review presentation:

Geared towards sales managers and the sales team, this presentation offers an in-depth analysis of the company's sales performance over a specific timeframe.

Product review presentation:

Product managers and the product team benefit from product review presentations, which provide insights into a company's product performance over a specified period.

Marketing review presentation:

Marketing managers and the marketing team rely on marketing review presentations to gain a comprehensive understanding of the company's marketing performance over a set timeframe.

Project updates presentation :

These presentations deck provide updates on specific projects, detailing progress, challenges, and future plans.

Financial reviews presentation :

Focused on financial data, these presentations ppt cover topics like cash flow statements, balance sheets, and key financial ratios.

Competitor analysis presentation :

A comparative analysis of your company's performance against competitors in the market.

Stakeholder meetings presentation :

Tailored presentations for specific stakeholders, addressing their concerns and interests.

In addition to these specific types, various other presentations can be employed to review different aspects of a company's performance. For instance, presentations might focus on financial performance, customer satisfaction rates, or employee engagement levels.

Regardless of the specific presentation type, the ultimate objective of a business review presentation remains consistent: to deliver a concise, transparent overview of the company's performance and its future plans. The presentation should be finely tuned to the audience, emphasizing key takeaways while being prepared to address any questions or inquiries that may arise.

How to structure an effective business review presentation

Creating a structured and engaging presentation is crucial for capturing your audience's attention and delivering your message effectively. Here's a step-by-step guide on how to structure your business review presentation:

• Opening statement : Begin with a concise and impactful introduction that sets the tone for your presentation.
• Agenda : Provide an overview of what you will cover in your presentation to give your audience a roadmap.
• Review period : Clearly define the period you're reviewing, whether it's a quarter, year, or a specific project timeline.
• Key performance indicators (KPIs) : Highlight the most important metrics that demonstrate your company's performance.
• Challenges and opportunities : Discuss challenges your company faced and opportunities for improvement.
• Strategy and roadmap : Share your company's strategic plan and roadmap for the future.
• Financial summary : Include financial statements and analyses, such as cash flow, balance sheets, and key financial ratios.
• Competitor analysis : Compare your performance to competitors in the market.
• Stakeholder engagement : Address the concerns and interests of your stakeholders.
• Q&A : Allow time for questions and discussions.

Do’s and don'ts on a business review presentation

To create a successful business review presentation, keep these do's and don'ts in mind:

Do's :

• Be clear and concise : Avoid jargon and complex language. Use simple words to convey your message effectively.
• Engage Your audience : Use storytelling techniques to make your presentation relatable and engaging.
• Include visuals : Incorporate charts, graphs, and infographics to illustrate data and key points.

Don'ts :

• Overload with information : Avoid overwhelming your audience with too much data. Focus on the most critical information.
• Use excessive jargon : Keep your language accessible to all stakeholders, including non-experts.
• Neglect design : Poor design can detract from your message. Use Prezent's design features to create visually appealing slides.
• Forget the human element : Connect with your audience on a personal level. Share anecdotes or examples to make your points relatable.

Summarizing key takeaways

In this comprehensive guide, we've explored the world of business review presentations. We've discussed the types, structure, do's and don'ts, and the importance of engaging your audience.

Remember, the key to a successful presentation lies in your ability to communicate effectively. With powerpoint template editable and slides, you can create stunning and informative presentations that captivate your audience and convey your message with clarity.

Mastering the art of business review presentations is essential for effective corporate communication. Use this guide as your roadmap to success, you'll deliver presentations that resonate with your audience and drive your message home.

1. What elements should be included in a business review presentation?

A business review presentation should encompass critical components. Start with key developments and initiatives taken during the past quarter. Include financial summaries, such as cash flow statements, balance sheets, and key financial ratios. Highlight your top customers and debtors, as well as any roadblocks your company has encountered. Share a scorecard to gauge your progress toward goals, and don't forget to address stakeholder concerns and interests. Professionalism is key; use templates for PowerPoint or Google Slides to maintain a consistent and polished look.

2. How can I engage my audience during a business review presentation?

Engaging your audience during a Business Review Presentation is essential for effective communication. Use storytelling techniques to make your content relatable and memorable. Include anecdotes or examples to add a human touch. Encourage brainstorming and open discussions to foster interaction. Additionally, ensure that your slides help convey your message professionally and clearly.

3. Can I customize business review templates to suit my company's needs?

Absolutely! Business review templates, whether in PowerPoint or other formats, are designed to be customizable. You can add your content, adapt the templates to reflect your company's branding and style, and include a summary that aligns with your specific objectives. Templates for PowerPoint and Google Slides provide a convenient starting point for tailoring your presentation to meet your organization's unique requirements.

4. What are some best practices for delivering a business review presentation?

Delivering a successful business review presentation involves following certain best practices. Be clear and concise in your communication, avoiding excessive jargon. Also use templates and PowerPoint presentation slides to maintain a professional and organized appearance. Be prepared to answer questions from attendees and encourage open dialogue. Remember that your presentation should professionally showcase your company's performance and plans for the future.

5. What are some tips for keeping stakeholder engagement high during a business review presentation?

Maintaining stakeholder engagement during your presentation is crucial. Use visual aids like infographics, snapshots and charts to make data more accessible and engaging. Incorporate case studies or success stories to illustrate key points. Encourage attendees to ask questions and provide their input. Keeping your presentation clear and concise, with a focus on relevant information, will also help keep your audience retention.

Create your business review presentation with Prezent

Now that you have a solid understanding of how to create a compelling business review presentation, it's time to put your knowledge into action. With Prezent, you can access a wide range of templates and slides to streamline the creation process. Whether it's a quarterly business review, an annual report, or a project update, Prezent has you covered.

Prezent offers a wide range of templates and slides to make your presentation visually appealing and professional. Don't settle for ordinary presentations; elevate your communication with Prezent and leave a lasting impression on your audience.

Start creating your executive business review presentations today and take your corporate communication to the next level.

Sign up today our free trial or book a demo with Prezent!

More zenpedia articles

The role of effective team communication for enhanced organizational effectiveness

How to create a compelling brand positioning presentation

Competitor analysis presentation: A comprehensive guide

Get the latest from Prezent community

Join thousands of subscribers who receive our best practices on communication, storytelling, presentation design, and more. New tips weekly. (No spam, we promise!)

Set Up Weekly Business Reviews: the Importance of the WBR

When you dedicate time to your Weekly Business Reviews (WBRs), you set a foundation for making data-driven decisions that steer your business towards its strategic initiatives. These meetings are not just a routine check-up; they’re a critical platform for assessing whether your business remains agile in its environment. By reviewing financial metrics and input metrics on a weekly basis, you can quickly adapt and refine your strategies..

One of the core reasons for conducting WBRs is to foster continuous improvement within your organization. This practice allows you to closely monitor performance, set goals, and identify areas needing attention. It’s an opportunity to align your team’s efforts with your company’s long-term vision and immediate operational targets.

WBRs encourage a culture of transparency and accountability. Discussing successes and fears for improvement on a regular basis ensures that every team member understands their role in driving the business forward. This shared understanding is crucial for maintaining momentum towards achieving your set goals.

This guide will help founders, COOs and sales leaders to run effective Weekly Business Reviews and turn it into a powerful tool for strategic planning.

The Strategic Importance of WBRs

Overcoming challenges in implementing effective wbrs, identifying core components of a wbr, integrating feedback and continuous improvement, the role of kpis in weekly business reviews, utilizing technology and it infrastructure, structuring effective team involvement, crafting and sharing your wbr checklist, from insights to action: crafting effective plans, measuring success and adjusting strategies, adapting wbrs to evolving business needs, frequently asked questions, get more tips.

Keep your personal development up with more valuable expert content like this:

About Megan

Megan Foster is a sales leader and revenue operations manager with 5+ years of experience in high tech SaaS. She has experience in both regional and global sales and marketing teams. She is the co-founder of SlideFill.

The Essence of Weekly Business Reviews

At their core, Weekly Business Reviews are about making data-driven decisions and fostering continuous improvement. They serve as a critical juncture to assess your business’s performance against its goals, ensuring that every action taken is informed and intentional. This regularity not only helps in maintaining a pulse on your business’s health but also in instilling a culture of agility and responsiveness to change.

While it may seem that conducting a WBR is an expensive commitment, the strategic value it brings in terms of revenue growth is undeniable. These reviews provide a structured opportunity to evaluate your business’s progress towards its goals, allowing for swift adjustments in strategy. This regular insight into performance metrics ensures that your business remains competitive and on a clear path to growth.

Key Benefits for Businesses

The advantages of implementing Weekly Business Reviews extend across various facets of your business. Firstly, they offer a structured approach to monitoring progress towards set goals, ensuring that your business strategy is continuously aligned with operational reality. Secondly, WBRs facilitate an environment where successes are celebrated, and challenges are addressed promptly, fostering a culture of accountability and motivation among your team.

Additionally, these reviews serve as a platform for cross-functional collaboration, where different departments come together to provide a holistic view of the business. This collaborative approach not only enhances problem-solving capabilities but also promotes unity and shared purpose within your organization.

Initiating effective Weekly Business Reviews can sometimes meet with resistance or challenges within an organization. To set the stage for success, it’s crucial to clearly define the purpose and objectives of these meetings. Ensuring everyone understands their role in driving the business forward and how these reviews drive growth can help mitigate apprehension and increase engagement.

The main objection against reviewing your business weekly is the potential heavy lift on managers. It’s another reporting mechanism. This shouldn’t be the case. Automation should be leveraged in order to make it easy to pull in the necessary data. Those in charge of the meeting should focus on insights and desired actions, rather than evaluation and judgment.

Common Obstacles and Solutions

One common challenge is the perceived time commitment required for WBRs. To address this, focus on streamlining the agenda and prioritizing discussions that directly impact business goals. Another obstacle is the potential for information overload. By selecting only the most relevant financial metrics and operational performance indicators for review, you can keep meetings focused and productive.

Resistance to change and skepticism about the value of WBRs can also hinder their implementation. Overcoming this requires demonstrating the tangible benefits of these reviews through case studies or pilot programs that showcase improved decision-making and business outcomes. Encouraging open dialogue and feedback during WBRs can also help in reinforcing their value to the team.

Constructing Your Weekly Business Review Framework

Building an effective Weekly Business Review framework starts with understanding the importance of data-driven decisions. This approach ensures that your reviews are focused, objective, and actionable. By centering your WBR around key performance data, you can facilitate discussions that directly impact your business’s growth and operational efficiency.

To set the stage for a productive WBR, begin by identifying the core components that will drive your business forward. These include critical financial metrics and operational performance indicators that provide insight into your business’s health. By focusing on these areas, you ensure that your reviews are directly aligned with driving the business towards its strategic goals.

Financial Metrics and Operational Performance

Central to any Weekly Business Review is the analysis of financial metrics such as cash flow, revenue, and expenses. Understanding these figures in real-time allows you to make informed decisions about budget adjustments and resource allocation. Similarly, reviewing operational performance metrics helps in identifying efficiency improvements and areas where processes can be optimized for better results.

By keeping a close eye on these financial and operational indicators, you can swiftly respond to any discrepancies between your plan and actual performance. This agility is crucial for maintaining a competitive edge and ensuring that your business continues to grow and thrive.

Sales, Marketing, and Customer Satisfaction Insights

Another key component of your WBR should be the review of sales, marketing, and customer satisfaction metrics . These insights set the stage for understanding how your products or services are performing in the market. Analyzing trends in sales data and customer feedback can highlight opportunities for improvement and inform your strategic planning.

Moreover, tracking marketing effectiveness helps in refining your promotional strategies and optimizing your advertising spend. By integrating these insights into your WBR, you can ensure that every department is aligned and working towards common business objectives.

The review process is not just about evaluation but also about integrating feedback for continuous improvement. By creating a space where team members can openly discuss challenges and propose solutions, you foster an environment of collaboration and innovation. This approach ensures that your WBR becomes a catalyst for positive change within your organization.

Action Items for Enhanced Performance

Concluding your Weekly Business Review with clear action items is crucial for ensuring enhanced performance. Assign responsibilities for each task and set deadlines to ensure accountability. This structured approach to follow-up keeps your team focused on implementing improvements and achieving the goals set during the WBR.

Tracking the progress of these action items in subsequent reviews can provide a sense of accomplishment and motivate your team to continue striving for excellence. It’s this cycle of planning, action, and review that drives continuous improvement and success in your business.

Leveraging Data for Informed Decision-Making

Leveraging data for informed decision-making is non-negotiable. Ensuring data integrity and utilizing data visualization tools can transform collected data into actionable insights. This approach not only simplifies complex information but also enhances your ability to make strategic decisions quickly and accurately.

Key Performance Indicators (KPIs) are essential for effective Weekly Business Reviews. They serve as routine check-ins, offering actionable insights that guide strategic decisions. By regularly assessing these KPIs, you ensure that your business remains aligned with its goals and is poised for growth.

Tracking and Analyzing Key Performance Indicators

Key Performance Indicators (KPIs) are like the dashboard of your car, showing how fast you’re going and how much fuel you have left. In your business, KPIs help you see how well you’re doing in areas like sales, customer service, and production. You need to pick the KPIs that matter most to your business goals. Then, keep an eye on them every week to see if you’re moving in the right direction.

But just watching these numbers isn’t enough. You have to dig into what they’re telling you. It’s about finding insights , instead of just reporting.

If your sales are down, find out why. Is it because customers aren’t happy? Or maybe a new product isn’t hitting the mark? By looking closely at these KPIs, you can make smart decisions about what to do next. This way, you’re not just guessing; you’re using real data to get better.

Today, technology makes it easier to keep track of your KPIs. There are tools online, such as SlideFill , that can gather data from different parts of your business and put it all in one place. This means you can see how things are going at any time, without waiting for someone to make a report. It’s like having a dashboard for your whole business. This helps you make quick decisions and stay ahead of the game.

Tools and Solutions for Efficient Business Review Presentations

When it’s time to share how your business is doing, you want to do it in a way that everyone can understand. There are lots of tools out there that let you turn your data into charts and slides that are easy to get. This can make your weekly business reviews more interesting and helpful. For example, you could use a tool that shows your sales numbers as a graph that goes up and down. This makes it clear at a glance if things are getting better or worse.

Also, some tools let everyone who needs to know, like your sales team or your product managers, check in on how things are going in real time. They don’t have to wait for your weekly meeting. They can see live updates, ask questions, and give feedback. This keeps everyone in the loop and working together towards the same goals. It’s a great way to make sure your team is always on the same page.

1. Automate Weekly Business Reviews with SlideFill (before) © SlideFill 2024

2. Automate Weekly Business Reviews with SlideFill (after) © SlideFill 2024

Enhancing Team Collaboration through WBRs

Weekly Business Reviews (WBRs) aren’t just about going over numbers. They’re a chance to bring your team together. In these meetings, everyone gets to see how their work fits into the bigger picture. It’s a time for asking questions, sharing ideas, and solving problems together. By working as a team, you can find better ways to reach your goals and make your business stronger.

To make your WBRs work well, you need to set the stage for everyone to take part. Start by picking out the most important data points to talk about. This helps keep the meeting focused and makes sure you’re all looking at the same things. Then, invite the relevant team members who need to be there. This way, the right people are in the room to make decisions and take action.

Roles and Responsibilities in the WBR Process

In WBRs, everyone has a part to play. For example, your sales team might share updates on their latest wins and challenges. Your product team could talk about new features they’re working on. It’s important for everyone to know what they’re supposed to do before, during, and after these meetings. This keeps things running smoothly and makes sure nothing gets missed.

Also, it’s a good idea to have someone in charge of keeping the meeting on track. They can make sure everyone gets a chance to speak and that the meeting ends on time. This person can also take notes on what’s decided and what steps need to be taken next. This helps everyone stay aligned and move forward together.

A WBR checklist can be a game-changer. It should highlight the importance of looking at both the big picture and the details. Include items like reviewing business strategies and customer feedback. This helps you stay focused on what matters most. You can also use it to brainstorm potential solutions to any problems you’re facing. And, by looking at data from the past weeks and trailing months, you can spot trends and make better plans for the future.

Design, Timeframes, and Collaboration Techniques

Designing your WBRs starts with setting clear timeframes. Decide how long the meeting will last and how much time to spend on each topic. This keeps your meeting on track and respects everyone’s time. Use collaboration techniques like brainstorming sessions or small group discussions to get everyone involved. This can lead to new ideas and stronger plans.

Also, think about how you’ll share information. Will you use slides, a shared document, or something else? Making sure everyone can see and understand the information is key to a productive meeting. And, encourage open communication. This means letting people ask questions and share their thoughts without worry. A good WBR is not just about going through a list but about working together to make things better.

Beyond the Meeting Room: Realizing the Impact of WBRs

WBRs are more than just meetings; they’re a way to drive real changes in your business. By focusing on key areas like revenue growth, you can turn insights from these meetings into actions that make your business stronger. Remember, a WBR is an opportunity to look closely at what’s working and what’s not, so you can keep improving.

After each WBR, it’s crucial to turn your insights into action. This means setting clear goals and deciding who will do what. It’s also important to look at output metrics, which show the results of your efforts. This helps you see if your actions are leading to the improvements you want.

Assigning Responsibilities and Scheduling Follow-ups

Once you’ve decided on your next steps, assign responsibilities to the right people. Make sure everyone knows what they’re supposed to do and by when. Then, schedule follow-ups to check in on progress. This keeps your plans on track and shows your team that you’re serious about making improvements.

It’s also helpful to have a system for tracking these tasks. This could be a shared online document or a project management tool. Whatever you choose, it should let everyone update their progress and see how the whole plan is moving forward. This transparency helps keep everyone accountable and motivated.

To really understand if your WBRs are making a difference, you need to dive deep into your results. Look at how the changes you’ve made are affecting your business. Are you seeing the improvements you hoped for? If not, it might be time to adjust your strategies. This is all part of the process of getting better.

Evaluating the Outcome of Action Plans and Feedback Loops

Evaluating your action plans and the feedback you’ve gathered is key to continuous improvement. Take a close look at what worked and what didn’t. This can help you learn from your experiences and make better plans in the future. Remember, it’s okay to make mistakes as long as you learn from them and keep moving forward.

Keep an eye on how these changes are affecting your team and your customers. Are people more engaged? Are customers happier? These are important signs that you’re heading in the right direction. By regularly checking in on these outcomes, you can keep fine-tuning your approach and driving your business towards success.

The Future of Weekly Business Reviews

As your business keeps growing, your WBRs will need to evolve too. The world of business is always changing, and what works today might not work tomorrow. Stay open to new ideas and be ready to change how you do things. This will help you stay ahead of the competition and keep your business strong.

For example, you might find new technologies that can give you better insights into your business. Or, you might discover new ways of working together that make your team even stronger. By staying flexible and open to change, you can make sure your WBRs are always helping your business move forward.

Your ability to adapt is key. This means regularly looking at your WBR process and asking if it’s still the best way to meet your goals. Sometimes, you might need to change what you focus on or how you work together. By keeping your WBRs in line with your evolving business needs, you can make sure they’re always a powerful tool for growth.

Trends and Predictions for More Effective Reviews

As we look ahead, the trend is clear: Weekly Business Reviews (WBRs) are becoming more data-driven and automated. Advanced analytics and AI are playing a crucial role in allowing teams to dive deep into performance metrics more efficiently. This means less time spent on gathering data and more on strategic analysis and decision-making. Predictive analytics will also become a staple, helping businesses anticipate market changes and adjust their strategies proactively.

Another significant shift is the move towards more personalized and interactive WBR formats. With the rise of remote work, creating engaging and effective virtual review sessions is a priority. Tools that offer real-time collaboration and feedback are set to become more popular, making WBRs more inclusive and dynamic. This evolution in technology and approach will make WBRs more impactful, fostering a culture of continuous improvement and agility within organizations.

Before you head to more resources, you can find answers on frequently asked questions related to SlideFill:

Can I request more features?

It is possible to request more in-depth use cases and features through our support page .

Find more answers related to the Product

Discover all frequently asked questions and answers about the SlideFill product .

How can Revenue Operations assist in prioritizing automation?

Revenue Operations (RevOps) plays a crucial role in implementing and prioritizing automation. RevOps can help by assessing the impact of automation across various functions, understanding the business and technical requirements for automation, and collaborating with cross-functional stakeholders to establish timelines and execute the automation strategy.

By leveraging its comprehensive view of the entire revenue generation process, RevOps can effectively prioritize activities for automation based on their potential impact on revenue and cost reduction, ensuring that the most critical processes are addressed first.

Want to know more about: Set Up Weekly Business Reviews: the Importance of the WBR

Understand how to automate revenue generating activities in order to save cost while increasing revenue. Read the “ How to automate revenue generating activities in sales and revops ?” guide.

Find more answers related to Automating Revenue Activities

Discover all frequently asked questions and answers about automating revenue activities .

How should my Google Presentation look like?

You can design your Google Presentation (slides) exactly like you want! SlideFill will not impact the look and feel of your work.

In your presentations you should put SlideFill parameters, for example: {{Company}}

This parameter will be used to push the data from your Google Sheets column with the same name – in this case: Company

For more information on how SlideFill works we refer to the “ How It Works ” page.

How should my Google Sheet look like?

SlideFill analysis your Google Sheet or Spreadsheet in order to decide which information to add to your slides:

• First row:  The first row or headers of your columns are used in order to identify the parameters you used in your slide deck. For example, when the column header is “Company”, the parameter in your presentation should be {{Company}}
• Subsequent rows:  The subsequent rows are the data we will populate in your presentations. Every row will create one new presentation with all the data for which a parameter exists on that row.

How SlideFill benefits businesses in Revops?

SlideFill benefits businesses by offering a free solution to refresh business review decks with up-to-date metrics, produce case studies showcasing best practices, and tailor marketing content with audience-specific data. This can save time, reduce costs, and help businesses resonate with their target market. By leveraging SlideFill, businesses can efficiently create personalized content at scale, ultimately enhancing their revenue-generating processes.

Learn how SlideFill works or start saving time with SlideFill for free .

How SlideFill saves time for Revops teams?

SlideFill saves time for Revops or Revenue Operations teams by automating the process of refreshing business review decks and producing customer facing marketing, inspirational or sales content. This allows teams to focus on analyzing the data and deriving actionable insights, rather than spending valuable time on manual content creation and updates.

How to align revenue automation with customer needs?

Organizations can ensure that automated revenue generation aligns with customer needs by leveraging customer data and feedback to personalize and optimize automated processes. By analyzing customer behavior, preferences, and interactions, organizations can tailor automated sales and marketing activities to meet specific customer needs.

Additionally, implementing customer relationship management (CRM) systems and integrating them with automation tools can provide valuable insights into customer preferences and buying patterns, enabling organizations to align automated revenue generation with customer needs. Furthermore, soliciting feedback from customers and incorporating it into the automation strategy can ensure that automated processes are customer-centric and drive value for both the organization and its customers.

How to measure success in automated activities?

Organizations can measure success of automated revenue generating activities through various key performance indicators (KPIs) such as conversion rates, customer acquisition costs, and customer lifetime value. By tracking these metrics before and after implementing automation, organizations can assess the impact on revenue generation.

Additionally, organizations can analyze the efficiency gains, cost savings, and error reduction achieved through automation. Furthermore, feedback from sales teams and customers can provide valuable insights into the effectiveness of automated processes. By regularly monitoring these metrics and gathering feedback, organizations can measure the success of automated revenue generating activities and make informed decisions for continuous improvement.

What are challenges with automating in revops?

Implementing automation for revenue operations can present several challenges, including the integration of automation tools with existing systems, ensuring data accuracy and consistency, and managing change within the organization.

Additionally, identifying the most suitable automation tools and technologies for specific revenue generating activities can be a complex task. Furthermore, resistance to change from employees and the need for training and upskilling to effectively utilize automation tools are common challenges. Moreover, maintaining data security and compliance while automating revenue operations is crucial. By addressing these pitfalls proactively and involving key stakeholders in the implementation process, organizations can successfully navigate the complexities of automating revenue operations.

What are long-term implications of automating revenue?

The long-term implications of automating revenue generating activities for an organization are multifaceted. Automation can lead to sustained improvements in efficiency, productivity, and revenue generation over time. By streamlining processes and reducing manual effort, organizations can achieve long-term cost savings and resource optimization. Moreover, automation enables organizations to adapt to changing market dynamics and customer expectations, fostering agility and competitiveness in the long run.

Additionally, the data insights derived from automated processes can inform strategic decision-making and drive continuous improvement. However, organizations must also consider the long-term impact on workforce dynamics, skill requirements, and organizational culture as automation becomes more pervasive. Proactively addressing these implications can ensure that the long-term benefits of automating revenue generating activities are maximized while mitigating potential challenges.

What benefits come from automating revenue activities?

Automating revenue generating activities offers numerous benefits. Firstly, it can significantly increase efficiency and productivity by reducing the time and effort required for repetitive tasks, allowing sales teams to focus on high-value activities. Automation also minimizes errors, leading to improved accuracy and consistency in processes.

Additionally, it enables better data management and analysis, providing valuable insights for decision-making and strategy development. Ultimately, automation can lead to increased revenue and cost savings by streamlining operations and maximizing resources.

What can I do with SlideFill?

What can I do with SlideFill? You can save hours creating data-driven content at scale!

SlideFill is a platform allowing you to connect data from Google Sheets in order to create Google Presentations and other data-driven content at scale.

The software will help you to:

• 𝗦𝗮𝗹𝗲𝘀: Create thousands of personalized client presentations with automatic data insert in seconds and close more deals with your top performing clients

• 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: Refresh data-driven weekly business reviews decks with up to date metrics and reduce the cost of your reporting team.

• 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝗶𝗲𝘀: Produce case studies showcasing best practices and results in a few clicks and build stronger relationships by highlighting client success.

• 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴: Tailor marketing content with audience specific data and resonate with your target market based on their demographics.

Start pulling in personalized metrics and data directly in Google Slides through our easy user interface.

SlideFill is 100% FREE without storing any of your data on its servers.

Find more answers related to what SlideFill is

Discover all frequently asked questions and answers about What SlideFill Is .

What factors to consider when deciding to automate?

Several factors should be considered when deciding whether to automate revenue generating activities. Financial cost is a key consideration, as the investment in automation tools and technology should align with the expected return on investment. The difficulty of automation is also important, as complex processes may require more resources and expertise.

Additionally, the opportunity cost of automation, such as the potential benefits of reallocating resources to other revenue-generating activities, should be evaluated. By carefully weighing these factors, organizations can make informed decisions about which activities are best suited for automation.

What role has data quality in automating revenue?

Data quality is paramount in the effectiveness of automated revenue generation. High-quality data ensures that automated processes are triggered accurately and that the outputs are reliable. Poor quality can lead to errors in automation, impacting customer interactions, sales forecasting, and decision-making. Therefore, organizations must invest in data quality management practices, including data cleansing, validation, and enrichment, to ensure that the data used for automation is accurate and up to date.

Additionally, establishing data governance frameworks and leveraging advanced analytics can further enhance the effectiveness of automated revenue generation by ensuring that the insights derived from automated processes are reliable and actionable. Therefore, quality plays a crucial role in the effectiveness of automated revenue generation, and organizations should prioritize data quality management to maximize the benefits of automation.

Which activities to best prioritize for automation?

Prioritizing revenue generating activities for automation requires a strategic approach. High-volume, repetitive tasks that consume significant time and resources are prime candidates for automation. This may include lead scoring and routing, data entry and management, and sales performance tracking.

Additionally, activities with a high impact on revenue and low risk should be prioritized for automation, as they offer the greatest potential for value creation with minimal risk

Why do I need to link my Google Account?

SlideFill allows you to connect Google Sheets to Google Presentations. In order to do so, the software needs access to your Google Account and Google Drive. SlideFill will take data from your Google Sheets and will create new presentations from your slide deck template.

Do you want to save hours ?

Start creating data-driven content at scale by connecting Google Sheets to Google Slides through SlideFill.

Getting started with SlideFill is 100% free and will save you hours instantly.

Looking for more ways to increase your sales productivity?

Download our free eBook :

Revenue Operations Explained: 7 Proven RevOps Strategies to Decrease Cost and Increase Revenue

Let us know what you think in the comments and join the discussion!

Looking for more inspiration to lead your organization more effectively? You can find additional tips and insights on our website.

This article does not contain any promotional or paid placements. Views are personal and not affiliated to employers. No generative AI was used to write the article. All examples are illustrative and fictional.

Found this article valuable? Receive more expert insights and learnings directly in your inbox to keep learning:

Join the discussion

Related Posts

10 Use Cases To Automate Presentations and Content at Scale

Ecommerce Personalization Trends: New Strategies for 2024

Get Your SlideFill AppSumo Lifetime Deal at a 50% Discount

10 Steps of a Master Sales Pitch Script to Close More Deals

Make presentations more productive personal effective automated scaled.

    Twitter

    LinkedIn

    YouTube

    Instagram

Case studies

Other use cases

How it works

Product roadmap

2024 © SlideFill / From San Francisco with Love

Download our complete eBook

Downloaded over 780 times Get the complete Revenue Operations: Explained online version for free

Privacy Policy

Performance cookies.

• Tracking Cookies

Change Consent

How to set up a Weekly Business Review

Getting your company and teams better at understanding and moving metrics.

Hi there, it’s Adam . 🤗 Welcome to my weekly newsletter. I started this newsletter to provide a no-bullshit, guided approach to solving some of the hardest problems for people and companies. That includes Growth, Product, company building and parenting while working. Subscribe and never miss an issue. I’ve got a podcast on fatherhood and startups - check out Startup Dad here . Questions? Ask them here .

Q: You’ve talked about the Weekly Business Review before—how do you set up and run them? Is it per team or across teams and how do we make them actionable?

I’ve written a few newsletters now on the importance of measurement and metrics in product work. Last week’s Motion vs. Progress Hot Take and Evaluating Product Investments are important reading to accompany this newsletter.

Much has been written about what happens at a Weekly Business Review (or WBR). The authors of Working Backwards , Colin Bryar and Bill Carr, have a chapter devoted to Amazon’s WBR in their book’s metrics section (“Managing Your Inputs, Not Your Outputs”). Google has a good summary of it here . Actually, there are about 316 million summaries of it and Google has organized them all. Unfortunately, I found that although it’s a great read it didn’t really give you a playbook that addresses the questions above.

So, this isn’t a regurgitation of Amazon’s WBR. Instead, I’ll answer the question about how to:

Set up and run a Weekly Business Review

Manage them within and across teams

Make them actionable

Why run a Weekly Business Review?

Before I dig into set up, management and results I want to briefly touch on why you should have one. This is important because you need to know the problem that WBRs solve so you know if it’s worth it to implement one.

Here are a few problems that a well-run WBR can help you solve:

My organization is not metrics oriented

We don’t know what levers move our business

Teams don’t feel accountable for results and moving metrics

Limited leadership visibility into business performance

We’re focused on the wrong things (lagging outputs rather than inputs)

We’re missing or beating our goals

We focus on metrics but are very reactionary to changes

The bottom line is that a WBR shines light on the important metrics of the business which forces attendees to understand what’s happening (and why) and manage the results. It helps you identify trends and aberrations in your business before they become systemic problems.

Sound great? Let’s talk about how to set up and run them.

Set up and Run a Weekly Business Review

The goal of your WBR should be to bring accountability and attention to the most important input metrics of the business and those who own them. 

An input metric is one that you or a team has influence on—for example, the number of high-quality signups, views of a product detail page or 7-day retention. An output metric is the corresponding, downstream impact of the fluctuations in that metric—transactions, revenue, or GMV to name a few.

I’m going to assume that you have your data house in order and inputs are instrumented properly. If that’s not the case then I recommend taking a course like Data for Product Managers from Reforge or something similar. This newsletter won’t dive deep into that topic (maybe in a future one, but not today).

Build Qualitative and Quantitative Growth Models

If you don’t have a clue about how you grow then your first step is to build a qualitative and quantitative growth model for your business. Start by letting leaders in your company know that you think it’s important to build an actionable understanding of how you grow and ask for their help in getting there. You’ll want to assemble a small group of data-forward people to do this work and if your company culture isn’t data-oriented then you may have to do this work in the “swing shift” or in off hours to get started.

People you’ll want to recruit include: analyst(s), other PMs, finance, and marketing. When you bring this folks together the questions you want to answer are:

What macro business metrics does our leadership and board care about?

How do we acquire new customers; through what loops or channels?

How do we retain customers; what loops exist in our product that reinforce habits and keep customers around?

What other ways do people discover our product(s) even if they’re not “loops?” These are your linear investment channels.

All you need to do in this first step is identify and bullet out these different levers. Let’s use ResortPass as an example.

Here is a sample of the ResortPass Qualitative Growth model on the consumer side. If you’d like to play around with a template you can access that here .

Notice how simple and straightforward this is. No need to overcomplicate it at this stage because you’re optimizing for clarity. 

Once you’ve got your small group aligned on this visual of how you grow you should confirm it with other leaders—marketing, finance, product and data are good groups to start with. They may have some additional feedback that you hadn’t considered and you’ll want to incorporate it. Remember though, don’t take a kitchen sink approach here. Keep it simple!

Once you’ve got your Qualitative Growth Model you can start to build out the pieces of your Quantitative Growth Model. One of the best explanations I’ve seen for this is Phil Carter’s Reforge Artifact for Quizlet’s US-based Growth Model . 

The goal of the Quantitative model is to put metrics to the components that make up your various acquisition loops, retention loops and linear channels. These are the elements that you’ll focus on in the Weekly Business Review so it’s a good idea to get them all documented with their current and historical baselines.

Once you have a working Quantitative model that your small team can agree on, it's time for another roadshow. I’ve written before in Evaluating Product Investments that your Finance team or “FiF” (Friends in Finance as I call them) will be one of your best allies in moving to a more data-informed culture. 

This is because these are the people who report on the major output metrics of the business and they have a keen interest in understanding what drives fluctuations in those metrics because it makes them more accurate forecasters. And everyone loves an accurate forecast, especially your CEO.

So start with Finance and walk them through your quantitative model making sure to focus on how the pieces of the quantitative model lead to the outputs that the business cares about. Your marketing and product leader(s) are also good people to involve at this point. 

If you handle these conversations correctly, and you have historical data in your quant model, then you can point to specific changes that resulted in a downstream impact on your business. And this is where the eyes of the executives start to open. They’ll want to know how you can operationalize these insights. Checkmate. 

Once they want to operationalize it you’ve won the first battle of implementing the Weekly Business Review and you’re ready for the next phase.

Not quite an expert at WBRs yet? Subscribe and I’ll help you get there.

Managing them within and across teams: who attends and how to operationalize

One of the important aspects of the WBR is when you have it and who attends. I’ll cut through the crap and make two very specific recommendations – this assumes you have a normal business without any weird, weekly seasonality and you track Monday - Sunday as a week.

First, your WBR should be on Tuesday mornings. The reason for this is simple: on Monday teams can assemble and look at the WBR metrics from the prior week ending Sunday. They can comprehend and socialize (within the team) what’s going on and why. 

By discussing within an individual team the entire team develops expertise on the performance of their metrics and what drives them. This means that the delegates from the team come into the Tuesday WBR fully prepared to discuss any positive or negative aberrations and you don’t waste any time.

Second, your WBR should include the following at a minimum: Product Managers of your various teams, Marketing counterparts, Finance representative(s), Analysts, and a few critical C-level executives, or those who hold the highest positions in the following functions: product, marketing, finance and the CEO. 

You can also have a representative from Sales there (if you have a Sales team) but they’ll also likely have their own pipeline reviews and they won’t be influencing product and marketing metrics though as you’ll see below they could be a beneficiary of them.

So tell all of those people, starting with the leaders, that you’re going to run a Weekly Business Review and the goal is to establish a deep understanding of the individual metrics and levers that influence your business. Then schedule it. For Tuesday morning. 

Give yourself an hour (Note: sometimes this ends up being a longer meeting depending on how big your company is, but start with an hour). Make absolutely sure that if you’re scheduling for Tuesday morning the expectations of the meeting are known; especially that people need to show up prepared which means team-level review on Mondays.

So what are you assembling from a metrics perspective?

Take your Quantitative Growth Model and build historical trends for all of the key metrics you included in that model. It’s best to build these out in a tool that automatically refreshes and can show you different time periods. Visualizations (i.e. graphs / charts) are critical. They make it easy to instantly spot trends and you can also layer in targets on top of them to see if you’re approaching or receding from your goals. The time periods that you should consider are trailing 8-12 weeks and trailing 14 days. This gives you visibility into a zoomed-out view of the past quarter’s performance as well as a zoomed-in view of the last two weeks.

I’m generally agnostic on the display mechanism (spreadsheet, slide, analytics tool, etc.) but my recommendation is to use the one that requires the least amount of busywork to assemble. That tends to bias me towards 1) Cloud-based spreadsheet or 2) Analytics tool. I don’t really like slides; they feel performative. But if you’re a slide-oriented company; go forth! Better to do something than nothing.

Most of the metrics gathering and display can be automated by a savvy analyst or data scientist as long as you’ve got your data house in order. At ResortPass we use an automated spreadsheet. At Imperfect Foods we used Google Sheets and trended data and at Patreon we used Amplitude and Mode. 

All of these are fine so long as you’re focused on the right metrics and seeking the truth. This brings me to my next point:

What should we be discussing?

For a majority of your metrics, you’re probably not discussing anything. You’re flashing past it on a screen and saying “Nothing to see here; trend is normal.” That’s because it’s not worth the cost of the meeting to discuss every single chart and graph. As I mentioned above, focus on aberrations. These can be negative OR positive aberrations, but they’re something that stands out from the historical trend.

When you spot one of these or ideally when a team brings it to the attention of the room the collective goal of the room is to get to the core truth of what’s happening. This means you pause at the aberration and talk about what you’re observing and what you believe is causing it (hypotheses).

For example, if one of your product teams is in charge of customer activation that could manifest in a metric like new trials activated and 7-day free to paid conversion (i.e. how many are still active from that cohort after 7 days). You might see that new free trials have spiked but 7 free to paid conversion has dropped. Maybe you’re running an experiment with a simplified onboarding flow and that has led to an increase in those new trial numbers but it was so simple that they didn’t reach an “aha moment” and thus aren’t as likely to be active after 7 days. This would be something to both callout and state your hypotheses for. You’d also identify the need to address this and an action to follow up with new, testable hypotheses outside of the WBR. 

For other attendees, this insight could be incredibly helpful. Remember above when I mentioned that Sales might be a beneficiary of another team’s metrics? Maybe the sales team has an assist group who reaches out to customers just before their trial expires and that team has been less successful over the last week. Now you know why. You’re getting to the truth.

Nowhere was this shared metrics understanding more important than during the start of the COVID pandemic.

Here are a couple sample charts from Patreon WBRs that illustrate the changes we were witnessing right at the start of the pandemic. Notice the huge spike in a few of our metrics. We were able to pinpoint and project the impact COVID was having on our business and weren’t surprised by it because we were running a WBR.

So you’ve set up and operationalized your WBR, but now how do you make it drive results?

How to make WBRs actionable

There’s no way around it: the WBR is an expensive meeting. If you’re not familiar with that term, let me explain. A meeting is “expensive” when the cost of the attendees (in salary, etc.) is high. Meetings that have many attendees or several senior attendees are therefore expensive. If you know me at all you’ll know that I hate wasting time in meetings. I had a mini rant on a similar topic about a month ago .

So if we’re going to have this really expensive meeting it had better be a good one.

At Patreon we had two goals and four principles for our WBRs and QBRs.

Goal 1: Discuss important trends that would benefit from higher visibility and discussion.

Goal 2: Provide a venue to review and ask questions about Patreon’s growth and performance against company objectives.

Principles:

Not duplicative of other meetings.

Relatively easy to compile and review material.

Efficient use of time (highest value: it feels fast, is organized and has a clear agenda).

Much of this stemmed from three of our core behaviors: achieve ambitious outcomes, respect your teammates' time and be candid and kind.

Aligning on goals and principles is a good start to an actionable meeting. 

The second way to make it actionable is to avoid discussion on areas that don’t need to be discussed. For example, as mentioned above, if you’re reviewing hundreds of metrics and there are no aberrations in many of them then don’t discuss those. Skip them. You want to exert your energy on the metrics that are bucking the trends (good or bad) because those are the ones that need fixing or further investment. 

The third way to make it actionable is for metric owners to do their homework ahead of time. If everyone knows what’s going on in their respective areas then they can come prepared to explain and discuss hypotheses. If this isn’t happening then it’s a good point of feedback from a manager (or peer) to a team member. 

The fourth way to make it actionable is to avoid wasting time on solutions. This meeting shouldn’t be performative, it should be about curiosity and discovery. That’s why I don’t recommend slides. Time should be spent on hypothesis generation, follow-ups and owners. 

A fifth and final way to make this actionable is to iterate and evolve the metrics reviewed. Just as a growth model evolves over time, so does a WBR. If you realize that a particular metric or set of metrics trending in a certain direction doesn’t actually have any bearing on the outputs you care about (customers, revenue growth, etc.) then own up to that and make a change. You’re only helping the people in that room if every metric you discuss is one that matters to the business.

Finally, I’d be remiss if I didn’t also include some pitfalls to avoid in a WBR as I wrap up.

Conclusions and what to watch out for

One of the common criticisms of a Weekly Business Review is it is intensely focused on the near-term, week-to-week machinations of the business. Most product building, people will argue, needs to take a long-term view and may not have short-term implications. Others will argue that a ruthless focus on metrics ignores the customer feedback that, if addressed, will make customers lives better but may not necessarily move a metric.

Both of these can be true and are exactly why you have a Weekly Business Review. 

Most long-term work has short-term manifestations: experiments, fixes, iterative releases. Those will have an impact on the metrics you track in a WBR. The only type of product work that may not appear in a WBR is product market fit expansion work. Those that are truly zero to one initiatives. But once launched, they should be incorporated into your existing metrics dashboards as quickly as possible. Otherwise, you’re not operating at the intersection o f solving customer problems and business value creation. 

The second point I’ll make on this is that not every team will need to be part of the WBR. Product work is a portfolio and not everything will have an in-quarter, metrics-based result. But if you have key results that impact the growth model then you should be there. 

The Weekly Business Review is a fantastic tool for fostering a metrics-oriented culture and one that indexes highly on solving problems and holding each other accountable. I’m hopeful that today’s newsletter helped you understand:

Why you should have a Weekly Business Review

How to set up and run one

How to manage them within and across teams

How to make your WBR a good use of time, actionable and what sort of actions you can take

If you’ve successfully or unsuccessfully implemented a Weekly Business Review at your company I’d love to hear from you. Write back and tell me about it!

Ready for more?

Free QBR and Business Review Templates

By Kate Eby | June 25, 2018 (updated October 20, 2022)

• Share on Facebook
• Share on LinkedIn

Link copied

Companies like Google and Intel use a form of goal planning and a business leadership process to identify OKRs, the objectives and key results that drive internal performance, build customer relationships, and deliver growth. The quarterly business review (QBR) meeting is the delivery platform to discuss and set OKRs and measure and grade performance as determined by a company’s overall mission and values. This article features an overview of QBR meetings, including expert business review planning and presentation techniques. You’ll find a variety of free QBR templates to use, so you can spend less time preparing for your presentations and more time managing your business.  

Customer QBR Meeting Preparation Checklist

Use this checklist to help you prepare a QBR meeting presentation that captures your customer’s attention and demonstrates your commitment to honor their valuable time.

‌ Download Customer QBR Meeting Preparation Checklist

Supplier QBR Template

QBR meetings provide a place and time for suppliers and customers to build a strategic relationship that benefits both parties. Use this supplier QBR template to measure the quantitative value that your managed service providers and vendor partners offer your business. If you’re the supplier, use this template at your next QBR to take a proactive role as a valuable business partner by establishing your customer’s return on investment.

‌   Download Excel Template Try Smartsheet Template   ‌

Annual Business Review Template

Use this annual business review template to compile the key results of your quarterly business review meetings and prepare your presentation. This template is designed as a formal presentation to discuss key business objectives and results. Customize the slides outlined to deliver a concise, impactful review of past performance and articulate future goals for the year ahead.

‌ Download Annual Business Review Template – PowerPoint

Small Business QBR Template

Running a small business requires the optimization of time and money — hold your suppliers to the same standard with this template. Use this form to organize information about the products and services your key vendors provide. Also use it to facilitate critical quarterly checkpoint meetings in order to grade the relationship based on results.

Download Small Business QBR Template

Excel | Word

Executive QBR Template

Use this customizable QBR slide deck to present to executive leadership. It is designed to present the most vital information up front and to summarize objectives and key results to busy executives with tight schedules. This template is perfect for remote online meetings that use video conferencing software. It’s also ideal for a less-than-captive audience.

‌ Download Executive QBR Template – PowerPoint

Sales QBR Template

Sales professionals need an effective QBR business planning process to execute quarterly sales goals and measure the results of their sales team’s efforts. Share this customizable QBR slide deck outline with your team to elevate performance and establish accountability. They can easily modify each slide to present essential information about their market or customers and plan next steps to be reviewed at the next QBR meeting. Adjust the slides and craft a QBR presentation for your customers.  

‌ Download Sales QBR Template – PowerPoint

What Is a QBR Meeting?

The purpose of a QBR meeting is to communicate business-related goals, determine OKRs to measure success, and build relationships with customers or employees. The meeting is most effective when conducted face to face, but technology, the growth of global business, and the increase in geographically distributed teams make remote QBR meetings a popular option.

Internal QBR meetings happen at every level, from executive leadership to product teams. As an external communication tool, the QBR meeting is an opportunity for customer success managers (or related sales and marketing professionals using strategic account management) to discuss KPIs and return on investment (ROI), sign sales contracts, or negotiate service renewal agreements with customers.

What to Include in a Sales QBR

Determining business goals and using key customers to identify the desired results of your efforts are just the beginning of effective QBR planning. Resist the urge to think in a vacuum when creating your slide deck. Consider the customer. Don’t treat the QBR meeting like any other sales call by focusing on complaints, reviewing past performance, etc. Instead, create a customer-oriented agenda and share it with them prior to the meeting.

The agenda of your sales quarterly business review might include the following topics:

Status of outstanding business from previous meeting

Review of program objectives

Performance results and improvement

News and updates on products and services

Future business opportunities

Items from last meeting

Sales and marketing program metrics

Scorecard review (Customer Health Index or Net Promoter Score)

Support ticket review and resolution metrics review

Benchmarking

Customer support desk review

Onboarding and training

Product roadmap and feature development

License renewals and service contracts

Summary of meeting and commitments

Scheduling of next QBR

Guide to Effective Customer QBR Meetings

Nancy Duarte  is Principal at  Duarte, Inc ., a company that helps “write, design, and deliver groundbreaking stories and visual presentations for every occasion.” The following tips were inspired by Duarte’s experience and recommendations from her book  Harvard Business Review Guide to Persuasive Presentations . Use them to plan and deliver a compelling presentation to your customer at the next QBR meeting.

Audience over Ambitions : Duarte points out that your audience has the power, not you. Look past your ambitions for the meeting and prepare a presentation that takes into account who is in attendance, their valuable and limited time, and what each individual customer needs from the QBR meeting. Duarte recommends giving your customer a gift in the form of unique insight or information, providing them with a new skill or mindset to achieve their business goals, and seeking opportunities to get “unstuck” with a solution if there is a problem with their products, services, or operations.   

Filter Big Ideas : As the name suggests, the QBR is about reviewing past performance, but most customer QBR meetings are scheduled for one hour. That doesn’t mean you shouldn’t take the opportunity to present ideas for how to build future business with your customers and add value to the discussion. Duarte is a proponent of filtering big ideas. “If you don’t filter your presentation, the audience will have to, and people will resent you for making them work too hard to identify the most important points,” she writes. This advice is especially relevant for QBR meetings that can quickly devolve into problem solving and complaint resolution sessions before you have time to present your ideas.

Anticipate Adversity : According to Duarte, as a presenter, you’re frequently creating resistance to your message and ideas. QBR meetings are not an opportunity to troubleshoot customer service issues or the performance of your product and services. Duarte suggests preparing for different types of resistance (logical, emotional, practical) by anticipating and addressing your customer’s concerns before they become roadblocks to your meeting. Consider opening the meeting agenda with a statement acknowledging the issues and when they will be addressed during the presentation. “By showing that you’ve considered opposing points of view, you demonstrate an open mind — and invite your audience to respond in kind,” she writes.  

Golden Rule : The motto at Duarte, Inc. is, “Never deliver a presentation you wouldn’t want to sit through.” Rehearse your presentation before the QBR meeting. Have a colleague or manager analyze your slides and delivery and provide some feedback. Duarte recommends preparing a shorter version of your presentation in case something goes wrong and time is cut short by an interruption or technical glitches. Your customer can tell if you try to wing it, and they will feel slighted. “It sends the message that you don’t value them or their time,” she writes. “Perhaps most significantly, rehearsing frees you up to be more present in your talk and to fully engage with the people in front of you,” she continues. This creates more opportunities to build future business, ask for recommendations, and schedule your future meetings with the customer.

Quarterly Business Review FAQ

Preparing for and delivering an effective quarterly business review doesn’t have to be a daunting task. Here’s a look at some of the key questions about QBR meetings.

Does Every Customer Get a QBR?

QBR meetings foster relationships between you and your customers, reinforce the value of your products and services, and invite honest discussion about the ROI and the likelihood of renewing business agreements. Every customer that you want to provide this opportunity to is a candidate for regularly scheduled quarterly business reviews.

What Is the Best Strategy for Successful QBR Meetings?

Suppliers and vendors that operate under managed service provider (MSP) contracts leverage the QBR meeting as a strategy to manage expectations and learn how to improve, discuss the customer’s business goals and desired results, and understand the problems that customers try to solve in order to support future business plans. If you prepare and practice accordingly, your QBR meetings create a competitive advantage for you to transform customer relationships into win-win partnerships.

Where Do I Host a Customer QBR?

The likelihood of keeping a consistent, face-to-face QBR meeting on your customer’s calendar every 90 days is slim. Meetings get canceled, key customer contacts change, executives need flexibility to meet via video conference, etc. Plan your QBR presentation with the location in mind, and be flexible with where you host your meetings. Invite your best customers to meet on site at your office, and host the meeting over breakfast and coffee. Prepare a slide deck and online meeting agenda, so you can offer these elements as a hosting option for busy customers.

When Do I Schedule My First Customer QBR?

The answer depends on the product and service you provide. Schedule the first QBR after the customer is onboarded and has time to implement and assess your business and value. Coordinate the details for this meeting when you close the deal, and sign contractual agreements when you have the customer’s attention. This demonstrates that you are committed to delivering value and a return on the customer’s investment and will sit down with them every 90 days or so to review the results of this commitment.

Who Do I Invite to Participate in a Customer QBR?

Schedule your customer QBR meetings to include decision makers from both sides, including management and executive leadership when possible. Make sure you know who is attending each QBR meeting ahead of time, and plan your presentation based on the audience.

Does My QBR Presentation Need to Include Images and Charts?

According to Nancy Duarte, the most effective presenters think like designers. “Each slide should pass what I call the glance test: People should be able to comprehend it in three seconds,” says Duarte. “Think of your slides as billboards. When people drive, they only briefly take their eyes off their main focus — the road — to process billboard information,” she adds. Images and charts improve your audience’s cognitive response to your message. Use them in your QBR presentation to maximize your time and deliver crucial information your audience will remember. You can find free, ready-to-use drag-and-drop software, like the Onomics charting tool available from Priceonomics , to help you design a slide deck like a pro.

Improve Your QBR and Business Review Meetings with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

• Design for Business
• Most Recent
• Presentations
• Infographics
• Data Visualizations
• Forms and Surveys
• Video & Animation
• Case Studies
• Digital Marketing
• Design Inspiration
• Visual Thinking
• Product Updates
• Visme Webinars
• Artificial Intelligence

How to Write an Effective Weekly Report [Plus Templates]

Written by: Masooma Memon

A weekly status report is a complete overview of your week at work, covering projects you've completed, ones that are still in progress and upcoming plans for the future.

Ready to learn how to write a weekly report?

In this guide, you’ll learn what a weekly report is, how to create one, and get access to templates you can use immediately to write your own report.

Here's a short selection of 8 easy-to-edit weekly report templates you can edit, share and download with Visme. View more templates below:

Table of Contents

• What is a Weekly Status Report?

14 Weekly Status Report Templates to Help You Get Started

How to write an effective weekly report, weekly report writing best practices, top weekly report writing mistakes to avoid.

• A weekly report is a document that summarizes what was done by an individual or department, or company in a week.
• By doing weekly status reporting, you can provide a quick overview of the past, present and future plans or tasks that must be addressed.
• A standard weekly report contains a brief summary, the date, daily deliverables, a headline, tasks, results, challenges and roadblocks and action items for next week.
• In order to write an effective weekly report, you’ll need to know the purpose, have a key understanding of your role, and decide on the best format to showcase your activities.
• When creating a weekly report, be concise, use simple language (minus jargon) and let your activities be result focused.
• Use Visme’s weekly report maker or choose from a wide range of professionally designed reporting templates to customize as your own.

What is a Weekly Report?

Just as annual reports dive into a yearly review, weekly reports cover a complete review of your week. These look into:  

• The past : a quick recap of what you covered in the past week
• The present : notable achievements of the week + challenges encountered
• The future : plans for the coming week

So you’re willing to give a snapshot of your week. The real question is: why bother?

Why Is a Weekly Report Template Important?

From an employer’s perspective, a weekly status report gives a quick look at what his or her employee is doing.

Is he secretly binging on Stranger Things (something I once noticed the receptionist over at a physiotherapy department doing while I waited for my receipt), or is he actually getting some work done?

The report also shows how the employee handled challenges that surfaced. And how far along a project has come under him. All this gives the manager an idea of employees’ strengths and weaknesses.

He then assigns other responsibilities based on these observations. Put another way, weekly reports help the management make informed decisions regarding assignments, operations , employee training and development .

On the flip side, the employee can get an idea of their role in the progress of an ongoing project. A weekly report also better describes how they’re pacing things. Additionally, they can learn how to get better at their job.

Want to create your own weekly report to share with your boss and/or your team? We've got nine great templates to help you get started.

Browse our selection below and choose an ideal template for your weekly report needs.

If you’re looking for something faster than a template, use the Visme AI Document Generator and create a report (or any type of document) from a text prompt. Input information about what you’re looking for and what you need in the prompt, choose a visual style and let the AI work its magic.

1. Basic Weekly Report Template

Need to provide a quick at-a-glance overview of your weekly tasks? Use this weekly reporting template below to speed things up by only adding important or top-priority tasks to tackle for each day of the week.

2. Project Status Weekly Report Template

Need to share updates on a major project you're currently working on? Share the progress with a timeline and synopsis in your weekly report, as you see in the example below. For details that remain the same across each weekly report, you can use Dynamic Fields to ensure they appear on all your reports. Not to mention automatically update data across your report and other projects in your repository.

3. Weekly Expense Report

Looking for a report that gives status updates about budgets and expense breakdowns? This template has what you need. Connect the pie chart on page 4 to a live data stream on a Google Sheet and let the data update regularly and automatically. If you need more, Visme has a wide range of expense report templates for you to browse until you find one to suit your needs.

4. Infographic Weekly Report Template

Get creative with your report format by customizing this infographic template. Include charts , data widgets and bullet points sharing any analytics and other updates you might need to present.

5. Content Marketing Weekly Report

Break down your weekly report updates into a table like the one below to easily represent the sections you've worked on each week. Customize this template to fit your own needs, or use it as is if you need to share your own content ideas, competitor analysis and keyword research.

6. Social Media Weekly Report Template

This is another one of our weekly activity report templates, perfect for showcasing the best-performing content, sales emails, social media posts and more from the week.

Remember that social media reports should always be used to keep an eye on trends in high-performing content so you can adjust your strategy accordingly.

7. Weekly Clinical Trial Report

Use this weekly updates template for a clinical trial with your medical investigation team.

Track issues like participant enrollment, study visits and assessments, adverse events, safety, medication compliance, data collection and management, milestones, progress, budget and resource allocation, challenges, mitigations and goals.

Work with your team using workflows to assign slides and sections to the people in charge of them. Keep track of what’s ready or still needs doing by setting due dates in the content calendar.

8. Executive Summary Weekly Report Template

A weekly report template like this is the perfect way to summarize your work throughout a week, no matter what industry you work in or what your day-to-day tasks look like.

Not only that, but you can use the lines at the end to share your action plan for the upcoming week and what your team can expect from you.

9. KPI Weekly Report Template

Need to show off a few KPIs using charts and graphs? This template is the perfect starting point. Adjust any of the existing graphs or data widgets to fit your data using Visme's 40+ available data visualization tools .

10. Weekly Project Report Template

Manage your team’s activity week by week with this project weekly report. Celebrate accomplishments, track pending work and be clear with the budget status. Finally, showcase KPIs to keep track of your team’s performance.

11. Employee Performance Weekly Report Template

If you're a manager who needs to keep track of how your team keeps up with projects and major tasks, use this employee weekly status report to track performance. It’s customizable to suit your industry, department or project needs.

You can take it a step further and turn it into a weekly management report for managers and leaders who also need to report to various departments and high-ups as well. Helping to provide a birds-eye view of departments working on high-priority projects at all times, keeping deadlines in check.

12. Profit Statement Weekly Report Template

During major campaigns, busy seasons, etc., you might want to keep a close eye on how your sales are doing. Putting together a weekly profit statement can be a great way to keep everyone up-to-date with how the company is performing as a whole.

Use a template like the one below to easily insert your own content and updates.

13. Weekly Email Campaign Report Template

Your team’s email campaign has yielded great weekly results. It’s time to share the data with stakeholders with easy-to-grasp data visualizations and visual storytelling arcs. Use this report template specially designed for email campaigns like yours. Send out weekly reports with the latest metrics and the most engaging visuals.

When you’re ready to share this template, use Visme’s sharing options to send a shareable link . With it, you can decide who can see it, edit or allow comments on it for discussion.

The best part is that when you share your report online, you can make real-time changes to keep it up to date with the latest task added or one you might have forgotten to add.

14. Weekly Customer Service Report Template

Looking for weekly progress reports to track your team’s customer service efforts? Use this template to set goals and KPIs that will help your customer service reps improve their work week over week.

Make your report even better with generated text that supports the content using a text prompt. Use the Visme AI Writer to help you craft descriptions, blurbs, short explanations and catchy headings to make your report not only practical but also interesting.

A weekly report is an internal glimpse into your week, and it serves a good purpose. You can present it to your team lead or manager and showcase what your workload was like during a particular week.

Unlike a daily report , weekly reports help to get a better view of whether your workload is overwhelming, if your actions were results-focused, or if you might be missing key opportunities to focus on more important rather than urgent tasks.

But between doing the actual work and creating a weekly report from scratch, you might find it as another item on your to-do list.

Instead, use one of Visme’s weekly report templates . These pre-made templates will help you not only to track your task but you’ll be able to present your weekly status report in style.

For now, let’s dive into how to effectively capture what to add when you’re filling out your weekly status report. :

1. Establish your weekly report’s purpose.

First things first – outline your report’s objectives before you set to work.

Here’s the part where you decide what’ll go into your weekly status report. What exactly does your management want to see?

For instance, folks over at the team collaboration app   Chanty have their weekly report objectives in order. Their aim is to share weekly KPIs .

Their CMO, Olga Mykhoparkina shared, “For us in the marketing team, we share our organic traffic, new links, new blogs and publications and anything else that came up during the week.

These are all outlined in advance and every team member knows exactly what they need to present.

So the general objectives are to:

• Inform the management, stakeholders, project owner or whoever your reader is that the project at hand is on track and operating within the set budget
• Share the week’s accomplishments, issues and challenges along with the aims and activities for coming week 
• Give updates related to timelines, schedule, resources, scope and deliverables

Other purposes might include a weekly KPI report , a project status report or a profit statement.

2. Know your role.

Another thing to do before you put pen to paper is making sure you’re crystal clear about your responsibilities.

Are you responsible for working on project A? Or are you supposed to contribute to project B’s phase II as well?  

If you think your role relates to contributing to various tasks, you’re wrong. That’s too wide a scope to cover and present in a weekly report.  

So you need to make sure you’re clear about the project you’re handling and what the definition of success is for the project. Don’t have an answer? Talk to your boss.

Knowing your role is essential to putting together the perfect weekly project status report.

Hey marketers! Need to create scroll-stopping visual content fast?

• Transform your visual content with Visme’s easy-to-use content creation platform
• Produce beautiful, effective marketing content quickly even without an extensive design skillset
• Inspire your sales team to create their own content with branded templates for easy customization

Sign up. It’s free.

3. Work out your weekly report’s layout.

It’s easy to assume that slapping a few paragraphs on a paper makes a befitting report.

It doesn’t.

This is why you need a layout for your weekly status report to ensure your report is short, to the point and visually stunning.

Since we’re covering weekly reports here, you’ll need a layout with separate sections dedicated to each day of the week. A weekly report template can give you a pre-baked layout.

You can get creative with your format too. For instance, you can turn it into a visual infographic . Customize a report infographic to create a weekly report infographic your supervisors will love.

Or you can create an interactive infographic weekly report. We created an annual interactive infographic annual report for Visme . Take a page from our book and prepare your own interactive infographic weekly report. 

Other than this, if you’re working on a large project, you can divide the weekly status report into sections.

Let’s say you’re working on starting a blog for your company. You could divide your weekly report into 3 sections: ideation, competitor analysis and keyword research.

Present your weekly status report divided by 5 working days that each address the 3 goals and what you did to further them on each day. Alternatively, divide your weekly report by the 3 areas you’re working on. Under each, share what you did during the week.

4. Use these 3 key writing characteristics for weekly status reports.

Now that your objectives and role are clear and your layout ready, you can start writing.

Just keep these three writing tips in mind:  

• Brevity: Be concise and share your weekly updates in as few words as possible
• Use simple language minus the jargon: Don’t use technical terms to trace your actions
• Write with the reader in mind: Show the results and deliver good news first so your manager knows no hell is breaking loose behind his back 

5. Add the following in your weekly report.

Want to ensure your weekly status report doesn’t miss any important details?

Include the following:

Brief Summary

The top management can’t remember everything all the time so it’s best to always give a summary of your project’s objectives. 

The aim here is record keeping. By dating your reports, you’re making it easy for your manager to thumb through reports in chronological order should an issue poke its head.

Daily Deliverables

Since you’re giving a weekly outlook here, make sure you talk about what you did each day of the week.

Be sure to title your report with your [role] + [the report’s status]. Let’s say you’re a Communications Manager so you’d title your report as Communications Manager Weekly Status Report.

Outline what you had on your plate. If you don’t give the management an idea of what you had in the pipeline, they wouldn’t know how to measure your progress. 

You can also categorize your tasks under, ‘in progress,’ ‘done’ and ‘delayed.’  

Don’t forget to highlight progress and the goals achieved.

In this regard, it’s best you discuss metrics with the person you report to beforehand. That way, you’d know how to explain your progress. 

For instance, you’ve covered 75% of your task. Your manager can only understand this if you’ve discussed previously that you’ll notify your status by noting the percentage.

Challenges and Roadblocks

Note issues you encountered in your week while also providing suggestions for any steps that the management can take to ensure smooth workflow.

Action Items For Next Week

Lastly, tell what is planned for the coming week. This gives your manager an idea of what you’d be covering so he can map your future steps based on your deliverables.

With this, you know how you can write an awesome weekly status report. Now onto the next section for ensuring your report is beyond awesome.  

Follow these best practices to outshine your report.

Ensure your report doesn’t exceed one page.

A single-page document is enough to sum up your week while respecting your readers’ time. Add a   report cover page to spice up your weekly report design.

Include visuals in your weekly report page.

Although you may not find the space to add visuals, you can always strategically use them in your report. Perhaps show a chart demonstrating how much of your project is completed.

Whatever you do though, make sure you don’t use complex graph types here because they aren’t very readable and you won’t have the space to explain the data.

Graphs such as pie charts are, however, easy to understand so you can experiment with those in your weekly status reports.

Don’t spend hours on your weekly report.

It’s a task that shows up every week so investing hours is futile. Ideally, use a weekly report template to give your report a permanent structure and speed up your report writing process .

If you’re using a weekly report template, you can fill it in before the end of each day when the day’s details are still fresh.

Visme's Weekly Report Maker makes it easy for you to edit and customize a weekly report to fit your job. Once you’ve tailored the content to fit your role, all you have to do is pop in edits each week.

Lastly, before we wrap this up, let’s leave you with report writing mistakes you need to avoid so your report is ready to shine.

1. Disregarding the structure.

Your weekly report structure should show clarity of thought. And it works both ways. You make writing weekly status reports less cumbersome and time-consuming for yourself. Because you already have a layout in place, you don’t need to start from scratch.

On the flip side, a base structure makes your weekly report easily consumable for your reader. It also sets expectations clearly from the outset.  

2. Failing to account for readability.

Readability relates to making your weekly report easy to read for your target audience, whether that’s your manager or someone else.  

Think of it like this, a block of words can be tough to read:

Image Source  

But short paragraphs and bullet points with subheadings or icons make your content snackable.

For instance, this weekly report template page from Visme makes sure your content is easy to read by providing a highlight section alongside the major accomplishments that were completed throughout the week.

Customize this weekly report template and make it your own! Edit and Download

Alright, so you get how important readability is. The question now is – what can you do to make sure your weekly status report is easy to read?

Here’s what:

• Use short paragraphs
• Use headings and subheadings
• Use bullet points where you can
• Write small to average length sentences with simple words
• Use a readable font type and size. Keep it to minimum 16 points with a clear type

3. Not paying attention to design.

Design also plays a crucial role in making your weekly status report readable.

Wondering how? With the right colors and whitespace.

You’d be surprised to know that colors can actually encourage or discourage people from reading your content. That’s how powerful their impact is . Red, for example, is known for drawing people in and making them excited.  

Meanwhile, pastel colors are trending, so you can use them to make an epic weekly report page design. 

These also leave a minimal effect, a creative way to design your report to wow your reader.

Here are more ideas you can grab from this guide on creative presentation ideas .

White Space

This also goes with the name of negative space and is the space between your paragraphs, graphs and other visuals in your report. Too much or too little of it can disturb reading experience. So you’ve got to be careful.

Can’t play with color because you’ve got to stick with office colors? Perhaps you’re sending in a weekly status report to your client and can’t deviate from your branding ?

Either way, no worries. Just tweak the color with Visme as each template is customizable so you’re free to tweak not only the color but also the font and other design elements.

Plus, you can easily upload your brand colors and fonts to your Visme Brand Kit to make branding simple.

4. Failing to give a summary or an action plan moving forward.

Without giving a gist or executive summary that includes your next steps, you run the risk of breaking the momentum.  

So elements like data, a summary of the week, a quick recap of the past and what’s in next week’s to-do board are good for keeping things on track.

5. Typographical and grammatical errors.

Needless to say, the problem with these errors is that they ruin impressions in seconds. But you can always prevent these by:

• Reading out loud or using a text-to-speech reader
• Resting your eyes
• Exchanging your weekly report with your colleague before submitting both your reports to management

Looking to create a stand-out visual weekly report?

• Choose from dozens of professionally designed templates
• Create animated charts and creatively visualize stats and figures
• Customize anything to fit your brand image and content needs

Weekly Report FAQs

Still, have a few questions when it comes to weekly reports. Dive into this FAQ section to learn more:

Q. What Is a Weekly Report Template?

A weekly report template is a customizable document that allows you to give a detailed weekly report on what activities or projects were finished, are in progress and are to be completed in the future.

A template offers more flexibility as it can be duplicated, used to maintain consistency in brand or formatting, and is easier to use.

Q. What Does a Weekly Report Consist Of?

A typical weekly report consists of tasks completed during the week, those currently in progress, and those planned for the future. It should include dates, updates, changes, deliverables, tasks, results, challenges or roadblocks.

However, it's important to note that the format will differ depending on the type of weekly report being created.

For instance, if you're using or creating a template, a weekly business report template might be formatted to present tasks at a high-level overview from various departments, including the assignment or multiple team members needed for each task. In contrast, an employee weekly report template would be simpler, consisting of basic tasks, as it is geared towards a more individual approach.

Q. How Long Should a Weekly Report Be?

A weekly report should be one page.  It should essentially serve as a weekly summary of tasks or assignments. This allows the writer to provide clear and concise details about their tasks while allowing the reader to quickly review them without the hassle of skipping through multiple pages or fluff.

If you or your manager needs a more detailed report on tasks and assignments, it would be best to create a monthly report instead. This type of monthly report writing allows you to delve further into details, challenges, and changes you or your team are facing, as well as the solutions to implement for the next month.

Q. How Do I Send My Weekly Work Report?

It’s always best to ask whom you’re sending your weekly report to about what format works best for them, as there are multiple ways to send a weekly work report. You can send your weekly report to a manager as an email or a Slack message. If they prefer a more professional approach, use a weekly work report template created with Visme.

Never Create Another Boring Weekly Report

Writing a weekly report doesn’t have to be hard. Now that we’ve gone through step by step you should be able to create and share with others confidently. Choose from one of our large resources of weekly activity report templates to get started.

With Visme, you can go from idea to successful execution, not just for your weekly reports but for business reports and other types of reports as well.

With team collaboration features, integrated tools like Slack or Monday.com, and in-depth project analytics , to name a few, you’ll be able to give yourself and your team a competitive edge in the workspace and your industry.

Interested in seeing what Visme can do for you? Sign up and try Visme’s report maker for free today!

Put together effective weekly reports using Visme

Trusted by leading brands

Recommended content for you:

Create Stunning Content!

Design visual brand experiences for your business whether you are a seasoned designer or a total novice.

About the Author

Masooma Memon is a pizza-loving freelance writer by day and a novel nerd by night. She crafts research-backed, actionable blog posts for SaaS and marketing brands who aim to employ quality content to educate and engage with their audience.

These cookies are required for the website to run and cannot be switched off. Such cookies are only set in response to actions made by you such as language, currency, login session, privacy preferences. You can set your browser to block these cookies but this might affect the way our site is working.

These cookies are usually set by our marketing and advertising partners. They may be used by them to build a profile of your interest and later show you relevant ads. If you do not allow these cookies you will not experience targeted ads for your interests.

These cookies enable our website to offer additional functions and personal settings. They can be set by us or by third-party service providers that we have placed on our pages. If you do not allow these cookies, these services may not work properly.

These cookies allow us to measure visitors traffic and see traffic sources by collecting information in data sets. They also help us understand which products and actions are more popular than others.

Weekly Report Presentation

Just as an annual report reviews the past year’s goals, projects, and progress, a weekly report presentation examines the past week completely. Your weekly report should quickly recap what was completed in the past week, what you’re working on now, and plans for the week ahead.

Your weekly report also needs to be concise and comprehensive. A reporting presentation template can keep your accomplishments, tasks, and strategies organized for your next meeting.

Use our weekly report presentation template to:

• Share progress on an ongoing project
• Demonstrate how challenges were handled
• Show weekly sales and revenue performance

Customize your Weekly Report Presentation

Keep your projects and tasks moving along efficiently with a weekly report presentation. Make each slide informative and eye-catching by adding flowcharts, timelines, images, bullet lists, and any other graphic that will transform your text. Consider including these slides in your reporting presentation template:

Pro Tips for a Reporting Presentation Template

Consider these tips when creating a weekly report presentation.

Long blocks of text are tough to read. Use bullet lists, headings, and short paragraphs to make your report readable.

A weekly report presentation template saves you time on design, but don’t forget to proofread! You don’t want to present outdated information from last week’s report.

Make your presentation easy to read by including plenty of white space. When used thoughtfully, color can draw attention to text or elements on your slides.

End your weekly report with actionable takeaways or next steps for your team members.

More Popular Templates

Budget Review Presentation Template

Learn how Beautiful.ai’s budget presentation template can help you keep your finances on track while scaling your business.

New Hire Onboarding Template

Set your new team members on the right path with our new hire onboarding template. Cover everything new employees need to know from day one and beyond.

Project Status Report Template

Tap into our project status report template to create weekly presentations and keep your entire team up-to-speed about your highest-priority projects.

Company Culture Presentation template

Beautiful.ai’s company culture presentation helps you define and share team values for a more balanced workplace.

Series A Presentation

Raising money from investors for your startup is challenging at any stage and requires a great pitch deck. If you’re unsure where to start, check out our Series A presentation template and get a head start in just a few clicks.

Go to Market Strategy Example

Plan out your next product or service launch, brand relaunch, or startup launch with a go to market strategy presentation.

Business Review PowerPoint Template

Business Review PowerPoint Template – Create Quarterly Reports and Annual Business Reviews with this professional PowerPoint Template that provides a structured theme to present every corporate area with data driven charts and infographics.

Business Reviews are quarterly and annual publications comprising information about results of and organization strategies. Generally carried on by the C-Level executives of an organization to present it to shareholders, involves a performance oriented strategic review of the business, focusing on financial results, process improvements, production yield and improvements in other measurable key performance indicators like people retention, attrition or working mood. Business Review are fundamental not only for measuring performance of past events but also to analyze future plans and objectives. The current strategies should be tackling the areas where poor performance is identified.

Modern organizations execute management by indicators practices and implement formal business reviews mechanisms in order to monitor overall strategic performance and be in control of the business.

The Business Review PowerPoint Template covers the main strategic areas of every organization (small or big).

• Program Execution : Every organization executes operations to deliver business. Under the Program Execution section of the Business Review the Operational Key Performance Indicators are reviewed against previous periods and it variation evaluated.
• Strategic Alignment : Every Mature Organization defines KPI’s for their strategic goals. The Strategic Alignment Section evaluates the current performance and projection of Strategic KPI’s.
• Business Development : For profit organizations operate businesses. The Business Development section analyzes the Sales and Marketing KPI’s and their alignment with Strategic goals.
• Resource Management : Organizations Requires resources to execute. This section analyzes the utilization of financial resources and the management of human resources (people).

Business Review do not have special preconditions, but in order to execute the business review as a formal business practice, it is important to document the main business strategy, communicate the goals that need to be achieved to follow the strategy and how are they going to be measures. Organizations which implement Balanced Scorecard  already execute this steps.

Our Business Review PowerPoint Template provides top of the line, 100% editable PowerPoint Charts and vector to create impressive infographics. This representations are ideal for summarizing strong numeric information. This business PowerPoint template can be used to prepare presentations related to Quarterly Business Review ( QBR ).

Impress your audience and create professional decks with our Business Review PowerPoint Template .

You may also like:

• Balanced Scorecard Indicators Dashboard
• Balanced Scorecard Perspectives PowerPoint Template
• Balanced Scorecard Template for PowerPoint

You must be logged in to download this file.

Favorite Add to Collection

Subscribe today and get immediate access to download our PowerPoint templates.

Related PowerPoint Templates

Core Element PowerPoint Template

30 60 90 Day Plan for New Sales Territory PowerPoint Template

7-Item Creative Horizontal Process PowerPoint Template

5-Step Current State vs Future State PowerPoint Template

Business Review Presentation PowerPoint Theme

Product Description:

This Business Review Theme is versatile and provides various analysis in the business field. It includes the overall review of the current market and business updates, agenda, strategic initiatives, risks, improvement areas, and opportunities. The following slide comprises the Sales Review and the People and Financial reviews.

This business review ppt template is perfect for quarterly and annual publications comprising information about the results and organization strategies. This template allows individuals to review their performances and start working on the issues immediately!

Who Can Use This Business Review PowerPoint Presentation?

Business owners and entrepreneurs can use the Business Review Presentation PowerPoint to present their business performance to the shareholders. The tier managers can also use it to present their department’s performances to their department heads. Likewise, it can be used by all departments to present their performances to the heads. Then, collectively, they can work on improving the company’s performance.

When To Use This Business Review Presentation PowerPoint?

You can use the Quarterly Business Review template PowerPoint Presentation in various situations. Use it in Board meetings to present your company’s performance to the Board of Directors. Moreover, you can use it in Departmental meetings to review the department’s performance. You can also use this presentation template in the annual meeting to present the business’s overall performance and highlight improvement areas.

Product Features Of Business Review Presentation PowerPoint Template:

How To Create Business Review Presentations?

You can easily create your presentation by using SlideUpLift Presentation Service . Just download them and use as per your needs. Follow the steps mentioned below to download this Presentation PowerPoint Template:

• Click on the “Add to Cart” button and proceed to Checkout.
• Complete the purchase process by providing the necessary information.
• After your purchase is complete, you can find the link to download the product in your order history.
• Download the PowerPoint Template in your preferred format, either PowerPoint or Google Slides.
• Customize the slides with your content, images, and data and present them to your audience.
•   Business Review Presentation - 4x3  –  $19.99
•   Business Review Presentation - 16x9  –  $19.99

You May Also Like

•   Business Review Presentation 01 - 4x3  –  $19.99
•   Business Review Presentation 01 - 16x9  –  $19.99

Business Review Presentation PowerPoint Template 01

A business review is a management technique that assesses how important business KPIs are performing. And to assess or present the same in a meeting, a Busine Review Deck can be a great tool. This deck can be used for various business factors, including finances, operations, marketing, and sales. A Business Review Deck presentation is a detailed and complete package...     read more 

•   Executive Summary PowerPoint Template 22 - 4x3  –  $6.99
•   Executive Summary PowerPoint Template 22 - 16x9  –  $6.99

Executive Summary PowerPoint Template 22

The Executive Summary PowerPoint Template 22 is a presentation designed to showcase an organization’s significant accomplishments and upcoming initiatives. This template divides details into two main sections. These are titled ‘Key Accomplishments to Date’ and ‘Plans for 2021’. Both sections are neatly arranged with headings for easy comprehension. The template has a color scheme featuring neutral and complementary colors. This...     read more 

•   Business Review Presentation 03 - 4x3  –  $19.99
•   Business Review Presentation 03 - 16x9  –  $19.99

Business Review Presentation PowerPoint Template 03

The Business Review Template is a pre-designed template that is created to assist in presenting business reviews and reports. It serves as a visual aid to help effectively communicate key information and data related to the performance, achievements and challenges a business or organization faces. This QBR template deck has 19 slides that cater to country-level business reviews. The starting...     read more 

•   Business Review Deck - 4x3  –  $19.99
•   Business Review Deck - 16x9  –  $19.99

Business Review Deck PowerPoint Template

The Business Review Deck is a detailed presentation that helps review a business’s performance. Business Reviews are quarterly or annual publications of business comprising information regarding the organization’s strategies. Hence, this QBR template PPT deck is ideal for shareholders to strategically review a company’s operations, financial results, improvements over the period, and other key performance indicators. The business review PowerPoint...     read more 

•   Marketing-Review-Presentation - 4x3  –  $19.99
•   Marketing-Review-Presentation - 16x9  –  $19.99

Marketing Review Presentation

Marketing Review Presentation Presentation Template Use this Marketing Review Presentation PowerPoint template to create visually appealing presentations in any professional setting. Its minimalistic design and ready-to-use features enhance your presentation slides ten folds. The Marketing Review Presentation PPT template is professionally designed with the principles of vision sciences to capture your audience’s attention. Convey your message clearly with our unique...     read more 

•   Business Review Presentation 02 - 4x3  –  $19.99
•   Business Review Presentation 02 - 16x9  –  $19.99

Business Review Presentation Theme

The Business Review Presentation theme is a pre-made deck of templates specifically designed for project reviews. Individuals can use it to present their progress and update about the project. Use this template to captivate your audience and raise your presentation threshold with the appropriate graphics, images, and structure. This template is an all-inclusive set containing the project agenda, highlights, project...     read more 

•   Business Review Infographic PowerPoint - 4x3  –  $5.99
•   Business Review Infographic PowerPoint - 16x9  –  $5.99

Business Review Infographic PowerPoint Template

This Business Review Infographic PowerPoint Template is designed to provide an appealing overview of business performances. The points covered in this template help the business showcase top products, strengths, challenges, and an overview of competitors.  This business review PPT template allows the professionals to give an overview of the business. There is a designated place for business highlights and reach...     read more 

•   Animated Business Highlights - 4x3  –  $9.99
•   Animated Business Highlights - 16x9  –  $9.99

Animated Business Highlights PowerPoint Template

This Business PowerPoint template is a dynamic and visually appealing slide that showcases key business highlights, achievements, and milestones of a company or organization. This slide typically includes a mix of text, images, and animation to bring the information to life and keep the audience engaged. This animated PPT template can range from simple transitions between slides to more complex...     read more 

Recommended for you

•   Business Planning Template - 4x3  –  $6.99
•   Business Planning Template - 16x9  –  $6.99

Business Planning PowerPoint Template

About Business Planning PowerPoint Deck The Business Planning PowerPoint template helps people create their business plans in a more structured and appealing way. It is a complete deck of slides that gives a detailed business plan, including a Situation analysis of the business roadmap, current growth and focus area, SWOT, strategies, financial reports, and growth projections. This presentation deck’s visual...     read more 

•   Business Proposal Deck 3 - 4x3  –  $19.99
•   Business Proposal Deck 3 - 16x9  –  $19.99

Business Proposal Deck 3 PowerPoint Template

About Business Proposal PowerPoint Deck 3 The Business Proposal PowerPoint Deck 3 is helpful for pitching and proposing your business to different investors. It has multiple slides, each of which provides different aspects of the business. The initial slides include the business charter, which includes the business background, current status, desired marketing objectives, and business background. The next slide contains...     read more 

•   Business Review Summary Template - 4x3  –  $4.99
•   Business Review Summary Template - 16x9  –  $4.99

Business Review Summary PowerPoint Template

This Business Review Summary Template is a valuable resource for businesses to summarize and present their performance. This template enables quick analysis and efficient study of business trends. This business review template is divided into three sections covering a different business review component. The top section has four key metrics presented with numbers and icons. The second section provides space...     read more 

•   Business Proposal Deck 2 - 4x3  –  $19.99
•   Business Proposal Deck 2 - 16x9  –  $19.99

Business Proposal Deck 2 PowerPoint Template

About Project Proposal Deck 2 Project Proposal Deck is one of the most efficient ways to develop and convert leads through business proposal requests during meetings. A company proposal must be prepared with expertise and knowledge; this business proposal presentation deck delivers exactly that! There are 24 slides in this Project Proposal Deck 2. These slides use aesthetically pleasing layouts...     read more 

•   Business Review Infographic PowerPoint 1 - 4x3  –  $6.99
•   Business Review Infographic PowerPoint 1 - 16x9  –  $6.99

Business Review Infographic 1 PowerPoint Template

The Business Review Infographic Template is crafted to provide an overview of business performance. The data is represented in an organized manner. The template has textual and numerical data that is used to represent the analysis.  Such QBR templates can be included in company review presentations. The template has four sections: the business metric at the top, followed by marketing...     read more 

•   Animated-30-60-90-day-plan-for-New-Manager-4 - 4x3  –  $9.99
•   Animated-30-60-90-day-plan-for-New-Manager-4 - 16x9  –  $9.99

Animated 30 60 90 day plan for New Manager PowerPoint Template 4

The Animated New Manager 30 60 90 Day Plan PowerPoint Template offers an interactive template for new managers. Use this template to map out their first three months on the job, as it is vital for setting clear goals and milestones. This template consists of three slides dedicated to each 30 days, ensuring a detailed action plan. Animations featuring fade...     read more 

•   Modern Annual Report Presentation PowerPoint Template - 4x3  –  $19.99
•   Modern Annual Report Presentation PowerPoint Template - 16x9  –  $19.99

Modern Annual Report Presentation Background

This PowerPoint slide deck is an impeccably crafted, aesthetically, and fully customizable solution that will elevate your annual report presentation to a new level of professionalism With its cutting-edge PowerPoint design ideas, this slide deck boasts various unique and versatile slides which are editable and align with your brand’s colors and identity. Furthermore, it includes multiple intelligently crafted tables and...     read more 

•   Animated-30-60-90-Day-Plan-Powerpoint-Template-6 - 4x3  –  $9.99
•   Animated-30-60-90-Day-Plan-Powerpoint-Template-6 - 16x9  –  $9.99

Animated 30 60 90 Day Plan PowerPoint Template 6

The Animated 30 60 90 Day Plan PowerPoint Template is a presentation template. It is intended to assist professionals in outlining their objectives and strategies. This is done over a 30, 60, and 90-day timeframe. It consists of three slides, each dedicated to one of the time periods. Each slide covers 30 days and is divided into sections. These are...     read more 

Forgot Password?

Sorry to see you go!

Privacy Overview

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

The Importance of Weekly Business Reviews With Clients

In Redial BPO we believe that transparent communication fosters trust and enables effective collaboration, leading always to great results.  

Therefore, in the context of managing a campaign in Redial BPO, prioritizing transparency is crucial. 

Weekly Business Reviews (WBRs) serve as a powerful tool for operational teams to gain valuable insights into how a campaign is being handled and to track the achieved results.  

These reviews provide a comprehensive overview of the campaign’s progress, allowing the proper improvement for the established goals and key performance indicators (KPIs).  

By regularly conducting WBRs with our clients, the operational team can identify any challenges or bottlenecks that may arise and proactively address them.  

Furthermore, WBRs facilitate open discussions and promote collaboration between the operational team and our clients enabling them to collectively strategize and make data-driven decisions for optimizing the campaign’s effectiveness.  

In summary, implementing WBRs as part of the campaign management process significantly enhances transparency and empowers the team to consistently deliver positive outcomes for every client. 

Top practices for Weekly Business Reviews  

As the CEE ( Client Experience Executive ) part of your role is to conduct a proper Weekly Business Review (WBR), in order to do that, we follow these conditions: 

Define the Purpose: Clearly outline the objectives and goals of the WBR. Determine what specific aspects of the campaign’s performance and progress will be assessed during the review. 

Set the Frequency and Schedule : Decide on a consistent day and time for the WBR, ensuring it aligns with the availability of key players.  

Gather Relevant Data: Collect all necessary data and metrics related to the campaign’s performance. This may include key performance indicators (KPIs) , conversion rates, customer feedback, and any other relevant statistics. 

Prepare a Detailed Report: Create a comprehensive report summarizing the campaign’s progress and results.  

Include both quantitative and qualitative data, highlighting key achievements, challenges, and areas that require attention.  

Power point presentations and other executive ways to present results have become a standard tool to present our clients the KPIs.  

Conduct a Collaborative Discussion: During the WBR, facilitate an open and constructive dialogue among the clients and the operational team.  

Encourage everyone to share their observations, insights, and suggestions. Address any concerns or issues raised and explore potential solutions.  

At Redial BPO we are also advisers since our team is the frontline of our client’s business. 

Analyze and Interpret Data: Utilize the collected data to analyze trends, patterns, and performance indicators.  

Identify any significant deviations from targets and discuss their implications for the campaign. 

Review Action Items: Document actionable takeaways from the WBR discussion.  

Assign responsibilities for addressing identified challenges or implementing improvement strategies.  

You can also clear deadlines and follow-up dates for monitoring progress. 

If you find yourself applying this processes, you might be on a good road.

Communicating and involving everyone is key  

Provide a Summary and Next Steps: Summarize the key findings, decisions, and action items from the WBR.  

Communicate the next steps and ensure all participants understand their roles and responsibilities moving forward. 

Follow Up and Track Progress: Monitor the implementation of action items and track progress regularly.  

Provide updates and feedback as needed, ensuring that the agreed-upon actions are being executed effectively. 

Continuously Improve: Incorporate learnings from each WBR into future campaigns.  

Use the insights gained to refine strategies, optimize processes, and drive continuous improvement in campaign management. 

By following these steps, the CEE’s can coordinate the task’s and effectively handle a proper Weekly Business Review and ensure that your campaign management process remains transparent, data-driven, and focused on achieving desired outcomes. 

 Final Thoughts   

Overall, WBRs provide a structured process for ensuring campaign performance, promoting transparency, driving collaboration, and enabling data-driven decision-making.  

They are essential for ensuring that campaigns stay on track, meet objectives, and continuously improve over time. 

Redial BPO culture is to be a true partner for our clients, align our efforts with their goals and help them to growth in the industry they are in. 

Thanks for reading my blog, we have more interesting topics here.  

You ready to talk and enhance your operations?  

Get a Quote

Appointment Setting

Customer Service

Debt Collection

Email Services

Lead Generation

Tech Support

Transfer Services

Privacy Policy

Terms of Use

© 2024 Redial. All Rights Reserved.

Newly Launched - AI Presentation Maker

AI PPT Maker

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 10 Business Review PowerPoint Presentation Templates in 2024

Our Business Review PowerPoint templates are meticulously designed to provide a comprehensive overview of your business performance. Fully editable and customizable, these templates are an essential tool for any business professional seeking to present an in-depth review of their company's operations, financials, market position, strategy, and future outlook. These templates come with a variety of slides that are purpose-built to showcase different aspects of your business. They include sections for executive summary, SWOT analysis, financial performance, market analysis, competitor analysis, customer feedback, and future strategies. Each slide is designed with a clear and concise layout, making it easy to understand and digest. The use cases for our Business Review PowerPoint templates are vast. They can be used for internal business reviews to keep your team informed about the company's progress and direction. They can also be used during stakeholder meetings or investor presentations to provide a detailed overview of the company's performance and future plans. Additionally, they can be used for strategic planning, business development, and even for training purposes. With our Business Review PowerPoint templates, you can effectively communicate your business strategy, highlight your achievements, identify areas of improvement, and outline your plans for the future. They are designed to save you time, enhance your presentation skills, and ensure that your business review is a success.

Business review powerpoint presentation slides

Presenting this set of slides with name - Business Review Powerpoint Presentation Slides. Putting forth our PPT deck comprises of sixty-five slides. The PowerPoint presentation has all the editable slides. Change the fonts, colors, font size, and font types of hour presentation as per your needs. The templates are compatible with Google Slides so it can be easily accessible. It can be saved into various file formats like PDF, JPG. And PNG. It is available in both standard and widescreen formats.

Set up recurring meetings that can be held to discuss the company's progress and objectives by using this business review PowerPoint presentation slides. This content ready financial performance PowerPoint deck is completely editable. You can make changes as per your requirements in terms of color, fonts, diagrams and text. This business overview PPT deck is available to download immediately. During the business review meeting, teams apply problem-solving tools to issues impacting their performance. This business performance analysis PPT theme can be used to see how finances are used and how well the company is doing in each region. Show other important slides like quarterly business review, highlights, financial summary, revenue split, key milestones achieved, balance sheet, cash flow statement, key financial ratios, funding updates, etc. You can also use this financial analysis PowerPoint slides to show your top vendors and top clients and their financial status. Download this amazing visually strong financial overview PPT deck now. Bridge any generation gap with our business review presentation . Get folks of all ages to bond.

• Business Review
• Financial Performance
• Business Overview

Quarterly Business Review Complete Powerpoint Deck With Slides

These PPT templates are quite voluminous in nature and is useful for data researchers, management students, professionals etc. The various features of this presentation graphics are editable such as the font, font size, colors, designs, words etc. These PPT graphics can be easily structured into different forms as PDF or JPG. They are also well versant with google slides. These PPT designs have an option to insert the relevant captions or subheadings also.

Represent your business quarterly business review in a professional manner with this extensive PPT diagram slides on Quarterly Business Review Complete PowerPoint Deck with Slides. This quarterly business review PowerPoint presentation will help all types of businesses to explain graphically regarding their quarterly growth rate with all the collected business data. It will help your business to manage the growth rate by monitoring its performance with this presentation diagram. It further helps the management to conclude the qualitative as well as quantitative methods which further used to increase the business visibility. With our quarterly business review presentation , you can depict your business review results pictorially so to give a better understanding about sales and growth to the clients, stakeholders and others. Therefore, just simply click download and start utilizing these PPT slides deck to analyze and examine your company’s growth. Have a detailed discussion with our Quarterly Business Review Complete Powerpoint Deck With Slides. Go into the depths of every detail.

Quarterly Business Performance Review Dashboard

This slide highlights KPI dashboard for quarterly performance business review to track accomplishments of three quarter. It further includes customer signup in q1, customer signup in Q2, customer signup in Q3 etc. Introducing our Quarterly Business Performance Review Dashboard set of slides. The topics discussed in these slides are Business, Performance, Review. This is an immediately available PowerPoint presentation that can be conveniently customized. Download it and convince your audience.

This slide highlights KPI dashboard for quarterly performance business review to track accomplishments of three quarter. It further includes customer signup in q1, customer signup in Q2, customer signup in Q3 etc.

• performance

Business Process Review Powerpoint PPT Template Bundles

Engage buyer personas and boost brand awareness by pitching yourself using this prefabricated set. This Business Process Review Powerpoint PPT Template Bundles is a great tool to connect with your audience as it contains high quality content and graphics. This helps in conveying your thoughts in a well structured manner. It also helps you attain a competitive advantage because of its unique design and aesthetics. In addition to this, you can use this PPT design to portray information and educate your audience on various topics. With twenty slides, this is a great design to use for your upcoming presentations. Not only is it cost effective but also easily pliable depending on your needs and requirements. As such color, font, or any other design component can be altered. It is also available for immediate download in different formats such as PNG, JPG, etc. So, without any further ado, download it now.

Our Business Process Review Powerpoint PPT Template Bundles are topically designed to provide an attractive backdrop to any subject. Use them to look like a presentation pro.

• Re Engineering
• Staff Training
• Gap Analysis

Quarterly business review powerpoint presentation slides

Presenting Quarterly Business Review PPT with a set of 80 slides to show your mastery of the subject. Use this ready-made PowerPoint presentation to present before your internal teams or the audience. All presentation designs in this deck have been crafted by our team of expert PowerPoint designers using the best of PPT templates, images, data-driven graphs and vector icons. The content has been well-researched by our team of business researchers. The biggest advantage of downloading this deck is that it is fully editable in PowerPoint. You can change the colors, font and text without any hassle to suit your business needs.

Here is a content ready Quarterly Business Review PowerPoint presentation having 79 slides to help you with your business review PPT. To save you time and the trouble of making an important presentation from scratch, here we have come up with readymade presentation related to your topic. In this quarterly business review PPT example, we have included a quarterly highlight, financial summary, key developments, balance sheet, cash flow statement, key financial ratios, funding updates, top customers & vendors, top debtors & creditors, project updates, competitor analysis, etc. You can also use this complete business review PowerPoint sample slide with related topics 30-60-90-day plan, product roadmap, Phases of Implementation, Major Roadblocks or Obstacles, SWOT analysis, CSR, customer services benchmarking, org chart, goals and success matrix, scorecard and many more. This is the most suitable QBR PPT designs for middle and top-level management. This professionally pre-designed quarterly business review presentation graphics are available to download. Our Quarterly Business Review Presentation Slides are truly out of this world. Just click download button and be a hero among your peers. Enable folks to infer the correct facts with our Quarterly Business Review Powerpoint Presentation Slides. It helps elaborate on the circumstances.

• business development
• business report
• Quarterly Report
• Performance Analysis
• business management

Quaterly business growth analysis and development powerpoint presentation slides

Presenting Quarterly Business Growth Analysis And Development PowerPoint presentation with editable PPT slides. All slides are professionally designed by our team of PowerPoint designers. The presentation content covers all areas of business growth review and is extensively researched. This ready-to-use deck comprises visually stunning PowerPoint templates, icons, visual designs, data-driven charts and graphs and business diagrams. The deck consists of a total of 80 slides. You can customize this presentation as per your branding needs. You can change the font size, font type, colors as per your requirement. Download the presentation, enter your content in the placeholders and present with confidence!

Want to build an amazing quarterly business growth preparation PPT model? No need to wrestle much as we have come up with a pre-designed 80 slides Quarterly Business Growth Analysis And Development Powerpoint Presentation Slides. With support of this PowerPoint show file you can set the right tone of a quarterly business growth and development meeting agenda to discuss next quarter plans or future forecasting for effective business growth steps. In addition, this PowerPoint presentation supports to underline significant factors of a business overview, performance management, performance review or performance evaluation for future success, updates on client and project. Well, this business growth plan presentation PPT deck also helps to clarify on competitor’s analysis as there are slides like competitor analysis revenue, market share, cost of goods sold, net profit margin etc. which is a major part for any successful business. Big picture here is that exclusive slide templates like financial summary, geographically revenue split, key developments/milestones achieved, P&L – KPIs, balance sheet, cash flow statement, funding updates, project update etc. are included to give edge to presenter. In short, this business growth plan PowerPoint template has all sorts of presentation slides that are required to deliver a stunning quarterly business growth and development analysis presentation. So, don’t think, simply click to download and amaze the audience. Develop a clearer image of how the future will evolve due to our Quaterly Business Growth Analysis And Development Powerpoint Presentation Slides. Increase your grasp of events.

Power of the quarterly business review powerpoint presentation with slides

Collection of 57 template themes for frontline managers or sales executives. Pre built template themes having unaltered high resolution. Complete freedom to insert text, titles or subtitles. Put on your thinking cap with manually editing option. Ingenious lively color presentation graphics. Downloading speed that even beats the clock. Watermark that die away with a single click. Easy to alter into PDF and JPG formats. The stages in this process are business, marketing, strategy, management.

Building a good PPT example of quarterly business review PowerPoint presentation in many ways is a tedious and time killing exercise. To help you out here we are showcasing a pre built PPT example for delivering a stunning business review ppt . You can use our presentation deck to illustrate your quarterly performance review report about company’s activities in preceding year. Going further, with our PPT sample file it is pretty simple to put emphasis on future planning or forecasting about business goals to keep the company on right path. But that’s not all; using our PPT slide show you can make a visual communication analyzing what went wrong and what worked well in last quarter thereby motivating employees to accomplish targets in next quarter. Good news is that exclusive qbr templates like return on investment analysis, value proposition scorecard, customer use cases, phases of implementation, customer service benchmarking all are available in one place. All in all, become star presenter of your company by delivering a stunning executive review PowerPoint showNever feel hamstrung with our Power Of The Quarterly Business Review Complete Powerpoint Deck With Slides. They give you an array of efficient choices.

Monthly review powerpoint presentation slides

This complete presentation has a set of sixty-six slides to show your mastery of the subject. All presentation designs in this Monthly Review Powerpoint Presentation Slides have been crafted by our team of expert PowerPoint designers using the best of PPT templates.  All the slides are completely customizable for your convenience. You can change the color, text and font size of these templates. You can add or delete the content if needed. The presentation is fully supported by Google Slides. It can be easily converted into JPG or PDF format. Download PowerPoint templates in both widescreen and standard screen.

Introducing our content ready Monthly Review PowerPoint Presentation Slides. The topic-specific monthly plan review presentation deck comprises of self-explanatory PPT slides such as business overview, financial performance, client and project updates, competitor’s analysis, future roadmap, CSR, key developments /milestones achieved to name a few. Provide an overall picture of your monthly performance using the monthly business plan PPT visuals. Utilize these editable business performance assessment PowerPoint templates to facilitate your monthly business review meeting. Showcase your numbers according to country, geography, product, segment, etc. with the help of business review meeting format PowerPoint presentation. Utilize business performance review PowerPoint templates to track and monitor your progress against strategic and operational goals. Furthermore, this professional-looking corporate review PPT presentation template will provide you the appropriate format to conduct a monthly business meeting with your employees. Therefore, download the visually appealing business review report PPT graphics to drive internal performance and growth. Beat the heat with our Monthly Review Powerpoint Presentation Slides. Feel chilled out anywhere.

• Monthly Review
• Monthly Business Review

Business Operations Review Manufacturing Management Operational Process

This complete deck covers various topics and highlights important concepts. It has PPT slides which cater to your business needs. This complete deck presentation emphasizes Business Operations Review Manufacturing Management Operational Process and has templates with professional background images and relevant content. This deck consists of total of twelve slides. Our designers have created customizable templates, keeping your convenience in mind. You can edit the colour, text and font size with ease. Not just this, you can also add or delete the content if needed. Get access to this fully editable complete presentation by clicking the download button below.

Our Business Operations Review Manufacturing Management Operational Process are topically designed to provide an attractive backdrop to any subject. Use them to look like a presentation pro.

• Business Operations Review
• manufacturing
• operational

Sales business review agenda powerpoint presentation slides

Grab our professionally designed Sales Business Review PowerPoint presentation that is sure to impress to management, inspire team members and other audience. With a complete set of 59 slides, this PPT is the most comprehensive summary of sales review you could have asked for. The content is extensively researched, and designs are professional. Our PPT designers have worked tirelessly to craft this deck using beautiful PowerPoint templates, graphics, diagrams and icons. On top of that, the deck is 100% editable in PowerPoint so that you can enter your text in the placeholders, change colors if you wish to, and present in the shortest time possible.

Are you looking for a quick way to complete your sales review PPT presentation and have a tight deadline to meet? Then do not worry. As we have Sales Business Review Agenda PowerPoint Presentation Slides which will help you in presenting sales review data in an engaging manner. With this Monthly Sales Review Meeting Ppt PowerPoint slide deck sample sales team can showcase their selling results as well as can also put emphasis on sales plans to hit the targets. There are slides like agenda, quarterly summary, sales cycle, weekly sales summary, sales revenue by product, key sales performance metrics, quarter track record, opportunity timeline and score, next quarter deals, VOC, win-loss review, key sales initiatives, current quarter portfolio, sales kpi tracker and many more. Apart from this, our PowerPoint show helps sales managers to cast spotlight on current position of the company and ongoing sales data. In short, this Sales Quarterly Business Review Template PPT model proves handy for sales managers to maximize the performance of their team. So just download Sales Business Review Agenda PowerPoint Presentation Slides and present your presentation in a way that will surely impress the top management. Give your brilliant ideas the appropriate backdrop with our Sales Business Review Agenda Complete Powerpoint Deck With Slides. You will acquire the ideal balance.

Instagantt Standalone

Full version of Instagantt. Don't know what Asana is, or don't want to use it with Asana?

Instagantt for Asana

If you need to manage your Asana projects in Instagantt, this is your product.

Learn How to Conduct Effective Weekly Reviews With Your Team

When you are leading a team, staying on top of different tasks and projects can sometimes feel extremely difficult. From a number of different deadlines to handling separate requests, keeping track of your team’s to-do list can sometimes be very difficult. Luckily, conducting a weekly review with each member of your team can be an excellent way to stay on track and to closely monitor progress.

What Is a Weekly Review?

A weekly review is a dedicated space that allows you to prepare for the week ahead . It often takes around 30 minutes and it helps you organize your workflow, get aligned with your goals, and ensure that the work you and your team are doing is on track. 

By conducting regular weekly reviews, you and your team can spend valuable time sorting out the upcoming week’s schedule, revising what was accomplished during the previous week, and prioritizing the tasks that will need to be completed during the upcoming week. Weekly reviews can also help team members better prioritize their time and resources, by analyzing their own performance.

Benefits of a Weekly Review

Planning and delegating. Conducting weekly reviews will benefit your planning skills, but it can also help you organize your different requirements and delegate specific tasks to your team members. Running one-on-one meeting reviews can help you identify particular skillsets and analyze how your team members go around tackling a different set of tasks and issues.

Improved communication. When managing several projects and multiple people are involved, being able to communicate effectively is essential. By conducting weekly reviews you can ensure everyone understands exactly what they’re doing, and it’ll also be an opportunity to discuss the project with your team members, and to review progress, performance, and new ideas. 

Goals and objectives. Project objectives are much easier to review and discuss when you conduct regular weekly reviews. In each review, you can check up on progress and ensure goals and objectives are on track, which ultimately improves your chances of success. This also benefits your team because it allows you to discuss new goals and to tackle any issues that could hinder the progress of your project.

How to Conduct a Weekly Review

First of all, it’s important to perform weekly reviews uninterruptedly, this will show your team you’re committed to these sessions and that you value them. So try to schedule them on the same day, same time each week. 

During your reviews, you’ll want to discuss how much was accomplished and to plan what will be accomplished during the week to come. It’s also good practice to breakdown specific, complex tasks and to discuss project milestones. Let’s take a look at some of the most important steps to consider when planning to conduct weekly reviews with your team:

• Summary of last week. Start your weekly reviews discussing your team member’s past week: what worked, and what didn’t. Take the time to go over what could have been improved, and discuss what was accomplished. Also, this could be an opportunity to talk about the things that need improvement, and to congratulate your team members on their wins. 
• Reviewing goals. Take the time to dive into your project plan and to review short-term and long-term goals. Ask for details about their progress on each task and review deadlines and milestones, and make sure to go over their work plan for the upcoming week.
• Reviewing KPIs. Tracking how your indicators are going is essential, especially when it comes to lengthy projects. During your team’s weekly review, make sure to go over your most relevant KPIs to measure your project’s progress and performance. 
• Weekly plans. These instances are also a great opportunity to go over your team’s plans for the upcoming week. What are the most crucial tasks? Are there any pending issues that need to be resolved? Take the time to dive into their milestones going forward. 

Take Your Weekly Reviews to a Whole New Level With Instagantt

Managing and leading a team is no easy task. You’re dealing with deadlines, issues, meetings and a hundred different requests at once. But luckily, a weekly review with each team member can be a great way to stay on track regarding your team’s progress. These short meetings can help you remain updated on the tasks that are being completed, and ensure the right workflow for the weeks to come, right until the project has been successfully completed. 

But wouldn’t it be easier if you could conduct weekly meetings and update your project’s progress, all at the same time? This is where technology comes in. Project management software like Instagantt can truly make a difference by helping you keep track of all team-related and project-related information in one single place. With Instagantt, you’d be taking your weekly reviews to a different level. Our Gantt chart software allows you to manage your projects, create tasks and deadlines, and easily follow-up on your team’s weekly completed work.

Weekly updates give your team members the opportunity to meet with you and review their progress. But they also give you the chance to motivate your team and get feedback about your own work, which allows you to improve your project management skills. Make the most out of these instances by using software that allows you to easily create and manage gantt charts , and collaborate with team members, all in one single place. 

Weekly Review Example

We offer monthly and yearly subscriptions. Sign up for free, no credit card required.

Based on 10.000+ reviews on

Make a Gantt Chart Online Now

Start managing your projects efficiently & never struggle with complex tools again.

Ready to simplify your project management?

The University of Chicago The Law School

Innovation clinic—significant achievements for 2023-24.

The Innovation Clinic continued its track record of success during the 2023-2024 school year, facing unprecedented demand for our pro bono services as our reputation for providing high caliber transactional and regulatory representation spread. The overwhelming number of assistance requests we received from the University of Chicago, City of Chicago, and even national startup and venture capital communities enabled our students to cherry-pick the most interesting, pedagogically valuable assignments offered to them. Our focus on serving startups, rather than all small- to medium-sized businesses, and our specialization in the needs and considerations that these companies have, which differ substantially from the needs of more traditional small businesses, has proven to be a strong differentiator for the program both in terms of business development and prospective and current student interest, as has our further focus on tackling idiosyncratic, complex regulatory challenges for first-of-their kind startups. We are also beginning to enjoy more long-term relationships with clients who repeatedly engage us for multiple projects over the course of a year or more as their legal needs develop.

This year’s twelve students completed over twenty projects and represented clients in a very broad range of industries: mental health and wellbeing, content creation, medical education, biotech and drug discovery, chemistry, food and beverage, art, personal finance, renewable energy, fintech, consumer products and services, artificial intelligence (“AI”), and others. The matters that the students handled gave them an unparalleled view into the emerging companies and venture capital space, at a level of complexity and agency that most junior lawyers will not experience until several years into their careers.

Representative Engagements

While the Innovation Clinic’s engagements are highly confidential and cannot be described in detail, a high-level description of a representative sample of projects undertaken by the Innovation Clinic this year includes:

Transactional/Commercial Work

• A previous client developing a symptom-tracking wellness app for chronic disease sufferers engaged the Innovation Clinic again, this time to restructure its cap table by moving one founder’s interest in the company to a foreign holding company and subjecting the holding company to appropriate protections in favor of the startup.
• Another client with whom the Innovation Clinic had already worked several times engaged us for several new projects, including (1) restructuring their cap table and issuing equity to an additional, new founder, (2) drafting several different forms of license agreements that the company could use when generating content for the platform, covering situations in which the company would license existing content from other providers, jointly develop new content together with contractors or specialists that would then be jointly owned by all creators, or commission contractors to make content solely owned by the company, (3) drafting simple agreements for future equity (“Safes”) for the company to use in its seed stage fundraising round, and (4) drafting terms of service and a privacy policy for the platform.
• Yet another repeat client, an internet platform that supports independent artists by creating short films featuring the artists to promote their work and facilitates sales of the artists’ art through its platform, retained us this year to draft a form of independent contractor agreement that could be used when the company hires artists to be featured in content that the company’s Fortune 500 brand partners commission from the company, and to create capsule art collections that could be sold by these Fortune 500 brand partners in conjunction with the content promotion.
• We worked with a platform using AI to accelerate the Investigational New Drug (IND) approval and application process to draft a form of license agreement for use with its customers and an NDA for prospective investors.
• A novel personal finance platform for young, high-earning individuals engaged the Innovation Clinic to form an entity for the platform, including helping the founders to negotiate a deal among them with respect to roles and equity, terms that the equity would be subject to, and other post-incorporation matters, as well as to draft terms of service and a privacy policy for the platform.
• Students also formed an entity for a biotech therapeutics company founded by University of Chicago faculty members and an AI-powered legal billing management platform founded by University of Chicago students.
• A founder the Innovation Clinic had represented in connection with one venture engaged us on behalf of his other venture team to draft an equity incentive plan for the company as well as other required implementing documentation. His venture with which we previously worked also engaged us this year to draft Safes to be used with over twenty investors in a seed financing round.

More information regarding other types of transactional projects that we typically take on can be found here .

Regulatory Research and Advice

• A team of Innovation Clinic students invested a substantial portion of our regulatory time this year performing highly detailed and complicated research into public utilities laws of several states to advise a groundbreaking renewable energy technology company as to how its product might be regulated in these states and its clearest path to market. This project involved a review of not only the relevant state statutes but also an analysis of the interplay between state and federal statutes as it relates to public utilities law, the administrative codes of the relevant state executive branch agencies, and binding and non-binding administrative orders, decisions and guidance from such agencies in other contexts that could shed light on how such states would regulate this never-before-seen product that their laws clearly never contemplated could exist. The highly varied approach to utilities regulation in all states examined led to a nuanced set of analysis and recommendations for the client.
• In another significant research project, a separate team of Innovation Clinic students undertook a comprehensive review of all settlement orders and court decisions related to actions brought by the Consumer Financial Protection Bureau for violations of the prohibition on unfair, deceptive, or abusive acts and practices under the Consumer Financial Protection Act, as well as selected relevant settlement orders, court decisions, and other formal and informal guidance documents related to actions brought by the Federal Trade Commission for violations of the prohibition on unfair or deceptive acts or practices under Section 5 of the Federal Trade Commission Act, to assemble a playbook for a fintech company regarding compliance. This playbook, which distilled very complicated, voluminous legal decisions and concepts into a series of bullet points with clear, easy-to-follow rules and best practices, designed to be distributed to non-lawyers in many different facets of this business, covered all aspects of operations that could subject a company like this one to liability under the laws examined, including with respect to asset purchase transactions, marketing and consumer onboarding, usage of certain terms of art in advertising, disclosure requirements, fee structures, communications with customers, legal documentation requirements, customer service and support, debt collection practices, arrangements with third parties who act on the company’s behalf, and more.

Miscellaneous

• Last year’s students built upon the Innovation Clinic’s progress in shaping the rules promulgated by the Financial Crimes Enforcement Network (“FinCEN”) pursuant to the Corporate Transparency Act to create a client alert summarizing the final rule, its impact on startups, and what startups need to know in order to comply. When FinCEN issued additional guidance with respect to that final rule and changed portions of the final rule including timelines for compliance, this year’s students updated the alert, then distributed it to current and former clients to notify them of the need to comply. The final bulletin is available here .
• In furtherance of that work, additional Innovation Clinic students this year analyzed the impact of the final rule not just on the Innovation Clinic’s clients but also its impact on the Innovation Clinic, and how the Innovation Clinic should change its practices to ensure compliance and minimize risk to the Innovation Clinic. This also involved putting together a comprehensive filing guide for companies that are ready to file their certificates of incorporation to show them procedurally how to do so and explain the choices they must make during the filing process, so that the Innovation Clinic would not be involved in directing or controlling the filings and thus would not be considered a “company applicant” on any client’s Corporate Transparency Act filings with FinCEN.
• The Innovation Clinic also began producing thought leadership pieces regarding AI, leveraging our distinct and uniquely University of Chicago expertise in structuring early-stage companies and analyzing complex regulatory issues with a law and economics lens to add our voice to those speaking on this important topic. One student wrote about whether non-profits are really the most desirable form of entity for mitigating risks associated with AI development, and another team of students prepared an analysis of the EU’s AI Act, comparing it to the Executive Order on AI from President Biden, and recommended a path forward for an AI regulatory environment in the United States. Both pieces can be found here , with more to come!

Innovation Trek

Thanks to another generous gift from Douglas Clark, ’89, and managing partner of Wilson, Sonsini, Goodrich & Rosati, we were able to operationalize the second Innovation Trek over Spring Break 2024. The Innovation Trek provides University of Chicago Law School students with a rare opportunity to explore the innovation and venture capital ecosystem in its epicenter, Silicon Valley. The program enables participating students to learn from business and legal experts in a variety of different industries and roles within the ecosystem to see how the law and economics principles that students learn about in the classroom play out in the real world, and facilitates meaningful connections between alumni, students, and other speakers who are leaders in their fields. This year, we took twenty-three students (as opposed to twelve during the first Trek) and expanded the offering to include not just Innovation Clinic students but also interested students from our JD/MBA Program and Doctoroff Business Leadership Program. We also enjoyed four jam-packed days in Silicon Valley, expanding the trip from the two and a half days that we spent in the Bay Area during our 2022 Trek.

The substantive sessions of the Trek were varied and impactful, and enabled in no small part thanks to substantial contributions from numerous alumni of the Law School. Students were fortunate to visit Coinbase’s Mountain View headquarters to learn from legal leaders at the company on all things Coinbase, crypto, and in-house, Plug & Play Tech Center’s Sunnyvale location to learn more about its investment thesis and accelerator programming, and Google’s Moonshot Factory, X, where we heard from lawyers at a number of different Alphabet companies about their lives as in-house counsel and the varied roles that in-house lawyers can have. We were also hosted by Wilson, Sonsini, Goodrich & Rosati and Fenwick & West LLP where we held sessions featuring lawyers from those firms, alumni from within and outside of those firms, and non-lawyer industry experts on topics such as artificial intelligence, climate tech and renewables, intellectual property, biotech, investing in Silicon Valley, and growth stage companies, and general advice on career trajectories and strategies. We further held a young alumni roundtable, where our students got to speak with alumni who graduated in the past five years for intimate, candid discussions about life as junior associates. In total, our students heard from more than forty speakers, including over twenty University of Chicago alumni from various divisions.

The Trek didn’t stop with education, though. Throughout the week students also had the opportunity to network with speakers to learn more from them outside the confines of panel presentations and to grow their networks. We had a networking dinner with Kirkland & Ellis, a closing dinner with all Trek participants, and for the first time hosted an event for admitted students, Trek participants, and alumni to come together to share experiences and recruit the next generation of Law School students. Several speakers and students stayed in touch following the Trek, and this resulted not just in meaningful relationships but also in employment for some students who attended.

More information on the purposes of the Trek is available here , the full itinerary is available here , and one student participant’s story describing her reflections on and descriptions of her experience on the Trek is available here .

The Innovation Clinic is grateful to all of its clients for continuing to provide its students with challenging, high-quality legal work, and to the many alumni who engage with us for providing an irreplaceable client pipeline and for sharing their time and energy with our students. Our clients are breaking the mold and bringing innovations to market that will improve the lives of people around the world in numerous ways. We are glad to aid in their success in any way that we can. We look forward to another productive year in 2024-2025!