[Use Case Templates] Quarterly Business Review ๐Ÿ’ผ

Hello Community! ๐Ÿ˜Š

We continue with our Wrike Use Case Template series and today weโ€™d like to start a discussion on one of the recently added templates - Quarterly Business Review (QBR).

๐Ÿ“Before we go any further, please make sure youโ€™ve checked out our announcement last week about the changes related to the Use Case Templates in Wrike. In short, the Wrikeโ€™s Use Case templates are now available in the Space creation dialogue instead of Wrike Assistant.

What is QBR?ย 

A QBR is a quarterly review that is often provided by businesses for external customers. It is conducted to discuss their work and processes. QBRs can also be held internally to make sure everything is going well and also to make further plans.ย 

The QBR use case template consists of sample folders and tools that can help you to run the review more effectively.

QBR Use Case Template

Letโ€™s take a deeper look at whatโ€™s included in the template.ย 

Folders with Tasks

The QBR use case template has three sample folders with tasks in them. The folders are:

  • Customer Support
  • Global Delivery
  • Operationsย 

Depending on the teams and departments at your company, you can change these folders or add new ones.ย 

The default view in the folders is the Board View that allows you to quickly change the tasksโ€™ statuses by dragging and dropping the tasks on the board.

Dashboards

This template also comes with three dashboards that you can find in the Tools section of the space.

Here are the dashboards available:

  • Customer Support Action Plan
  • Personal Action Plan
  • Team Action Plan

The dashboards help you have a quick visual overview of the tasks that are due today, this week, next 30 days, etc.

Calendarย 

The QBR Calendar that you can also find in the Tools section helps you plan your work efficiently. You can set it up so that it shows you the planned activities for all teams or just the specific team or department. You can also choose a weekly, monthly, quarterly, or yearly view.ย 

Workflow

The QBR template also comes with a pre-set custom workflow called โ€œAction Plan Workflowโ€:

Custom Field

There is also one pre-set custom field called โ€œInclude in QBRโ€ that will help you with filtering and reporting when you only need to see whatโ€™s included in the QBR.

Does your company run quarterly business reviews? Let us know below if you have any questions ๐Ÿ‘‡

Elaine Community Team at Wrike Wrike Product Manager Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike

Elaine Wrike Team member Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike

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Thanks for the continued expansion for Spaces templates. This helps us to support some of our activities as we keep expanding Wrike across our organization.

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Thansk for this. Reporting improvement is the next step in our roadmap for improving our work. It gives some ideas.

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Im not sure we are there yet - but I truly enjoy seeing all the template offerings and use cases!!

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We were doing a QBR in my previous job. I am to bring this up to my Supervisor in my next meeting! Thank you for sharing. This is going to be a huge help as we try to expand the utilization of Wrike across all departments!

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This is great. I'm trying to get my team to use Wrike for more reporting, good timing lol.ย 

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Thanks for posting this. I'm going to run this past my boos and show him how we can use it at our next QBR.ย 

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Thanks for sharing - interesting to see the different views available.

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We do QBR's with every hospital we have a program at but typically done by our account managers. This is an interesting concept and potential for them to manage those a different way. Thank you for the insight and templates!

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Great example of use for the Calendars:-) but still wish they were a View inside the project itself.

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Thank you all for commenting here, we're really glad to hear that the use case templates series is useful ๐Ÿค—

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Thanks for another great template option! I will keep in mind if I hear of any departments needing this in our company.ย 

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Thanks for explaining your QBR features.ย 

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Devree Czupinski, Sebastian Nemetzย ๐Ÿ™Œ๐Ÿ™Œ๐Ÿ™Œ

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Thanks and keep on creating more and more great templates!!

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I went through the Use Case Templates recently and had a hard time wrapping my head around them and how we would use them with our team. This info is very helpful, it helps me understand the use cases for the Use Cases. (See what I did there?) I need to go back and try to digest those templates a little more.ย 

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Thanks for posting the QBR template/info.

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Great info and template addition. Thank you.

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We're really happy to hear that you find this series useful! Please share if you decide to use this template, and let us know if you have any feedback or questions ๐Ÿ˜Š

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Great info - our team doesnt usually look at qtr views, but if we do ill have to look back at this!

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Thank you, I really like this series. QBR isn't something I'm familiar with but I need to look into this!

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I will pass this info to our account admin, thank you!

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