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The goal of this meeting is to communicate your strategy and execution plan to the rest of the team.

📝 Agenda

Read through Progress Made, Challenges, Help Needed
New and Newsworthy
Questions and sentiment
Expansion Plan
Wrap

🚀 Progress Made

(Since last QBR)


1
2
3
4
Reviewed in QBR
Task
By who?
Reach out to CRO
Adam Davis
Do this other great thing
Adam Davis
Determine the migration strategy and path
Adam Davis
Haley Woolverton
Connect our CPO to their CPO
James Booth
No results from filter

⛰️ Challenges





📰 New and Newsworthy
0
Topic
Details
Quarter
Notes
1
Open
2
Open
3
Open
There are no rows in this table


⛔️ Help Needed

These are specific asks for the business and other teams. These will be tracked here for specific follow up and accountability.
Customer
Request Type
Description
Person Requested
Timeline
Send Request
Complete?
1
Mercedes Benz
Outreach/Email
Need Eric to send a note to their CIO

Chris James
5/31/2023
Send message
2
Mercedes Benz
Brainstorm
Need help brainstorming on monetization
Buck Dubois
5/30/2023
Send message
There are no rows in this table


Finished reading?


Add a topic

Dory: QBR topics for discussion
0
Discussed
Search
Idea
Author
Upvote
Notes
Discussed
1
Are there any blockers or dependencies to this launch?
Polly Rose
Open
2
When are we expecting to launch?
James Booth
Open
3
Have we considered user testing?
Buck Dubois
Open
There are no rows in this table

Add your sentiment

Pulse: QBR sentiments
0
Author
Search
Sentiment
Reflection
Author
1
I feel great about the proposal—it’ll solve a problem we’ve been circumventing for a long time.
Polly Rose
2
I worry about how this will affect the mobile experience.
James Booth
3
Cautiously optimistic!
Buck Dubois
There are no rows in this table
3.67
Average
3
Count
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