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Quarterly Business Review Template

Quarterly Business Review Template. Quarterly Business Review Presentation Components. Two-slide summary for time-constrained presentations (optional) Current situation: Strategy, Objectives, Resources Competitive overview; product positioning What’s coming (Roadmap):

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Quarterly Business Review Template

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  1. Quarterly Business Review Template

  2. Quarterly Business Review Presentation Components • Two-slide summary for time-constrained presentations (optional) • Current situation: • Strategy, Objectives, Resources • Competitive overview; product positioning • What’s coming (Roadmap): • Current and upcoming customer problems being solved • Highlight any proposed or actual changes • Ask for the support you need • Decisions, approvals, resources See the NOTES view in PPT for additional information

  3. Summary Slide 1: Dashboard

  4. Summary Slide 2: Product Plan Update Market or internal changes Resource requests What additional resources are needed to support the product • What external changes have occurred and what do they mean for the product • What internal changes have occurred and what do they mean for the product

  5. Product X Strategy, Objectives, and Resource Allocations • 1-sentence strategy summary • Top objectives (no more than 3) • Resource allocations (optional)

  6. Dashboard

  7. Competitive Update • Positioning statement (summarized) • Key wins • Current threats and responses

  8. Roadmap • Highlights of Roadmap Changes or Proposed Changes • … • … • …

  9. Ask • What you need to implement next steps

  10. For More Help • Pivotal Product Management provides award-winning product management training, consulting, coaching, and skills assessment. Please contact us if you have questions about using this tool. Visit our website for more Product Management best practices, free tools, and templates. • Pivotal Product Management www.pivotalpm.com

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