Quarterly Business Review (QBR) Guide

Mitzy Ullrich

Modified on: Mon, Feb 7, 2022 at 4:45 PM

Quarterly Business Review (QBR)

Measure The Impact of Your Employee Engagement Strategy

The purpose of this Quarterly Business Review (QBR) Guide is to provide a clear picture of the goals behind the QBR as well as more specific slide descriptions.

The QBR gives you an overview of your TINYpulse Engagement Strategy which comprises the following three goals:

Monitor trends
Connect themes
Measure their actions

To get the best out of your QBR each quarter, make sure you run an annual engagement survey and set your quarterly Engagement Index Pulse. Click here to learn more about editing progress plans.

What does the QBR include?

An Engagement review
Quarterly Pulse Planning
Your TINYpulse Engagement Strategy Review

Engagement Review

View your quarterly engagement results, Key Driver Analysis, and recommended actions. The Engagement Index is a science-backed metric you can use to keep a Pulse on this critical initiative. Establishing your trend is the first step to executing a strategic plan using TINYpulse.

Key Driver Analysis is done for you by TINYpulse. In this report, you will find recommended drivers to prioritize and suggested Actions you can take to improve them.

A bird’s eye view of your Pulse questions for the quarter will help you understand where you are above and below the benchmark. Here you will want to pay close attention to what is being asked.

Are you following up on priority items from your Engagement survey by gathering more information on the relevant themes?
Are there any themes that anecdotally feel problematic but you haven’t gotten data on them for a while?

Slide Overview:

Topic	Slide Number	Use
Current Business State	4	Whether you’re meeting with your Customer Success Manager or guiding yourself through this QBR, write down your Objective and Key Results with TINYpulse.
Engagement Index Score	6	If you have results from your Engagement Survey, the average Engagement Index score will be displayed - this is an average of the individual 5 Index questions. Use this slide to list the date that you’re going to schedule your next monitoring survey. Remember, to track progress over time you must have your next survey scheduled.
Bird’s Eye View	7	View everything that your company asked in the quarter. Green indicates that your organization has scored higher than your organizational average and red indicates the question scored lower than your organizational average.
Options to Consider	8	As you’re thinking about next quarter’s questions, view the highlighted categories that you did not ask in the previous quarter.

Quarterly Pulse Planning

Your upcoming Pulse schedule will help you compare what you have planned as compared to what you previously asked. Make sure that you have a mix of focused listening on your priority themes and timely diagnostics to keep you up to date.

3 tips for a more strategic approach:

Pick a key metric and establish a quarterly trend using Progress Plans.
Based on your employee’s feedback, choose a theme/driver to work on. Plan out the actions you want to take, and let your team know.
Give yourself enough time to complete your action plan, then re-measure your theme/drivers.

We recommend reviewing this document regularly! Take action on what you learned in this document and take note of the positive impact in future QBRs.

Slide Overview:

Topic	Slide Number	Use
Employee Engagement Action Items	10	View the drivers that the Key Driver Analysis recommended your organization prioritize. Enter the next measurement date as a reminder to schedule monitoring surveys in TINYpulse to set up trending data.
Pulse Timeline	11	View the currently scheduled survey questions and evaluate whether your questions are designed to measure the Key Driver Analysis recommendations. Remember that TINYpulse has a robust survey Content Library that includes the question category that maps to the Key Driver Analysis recommendations.

TINYpulse Engagement Strategy Review

Running a world-class continuous listening strategy is not easy. Fortunately, you have a variety of resources at your disposal, starting with this recap of our strategy where you learn about our Engagement Survey, Key Driver Analysis, and Progress Plans.

Slide Overview:

Topic	Slide Number	Use
Commitments	13	Use this slide to capture your action items.
TINYpulse Engagement Strategy Recap	15-21	If your organization has not completed the Engagement Survey, view an overview of the benefits of implementing the entire Engagement Strategy from Engagement Survey to Key Driver Analysis and Progress Plans.

Quarterly Business Review (QBR) Guide:
Slide Overview Reference Sheet

Topic	Slide Number	Use
Current Business State	4	Whether you’re meeting with your Customer Success Manager or guiding yourself through this QBR, write down your Objective and Key Results with TINYpulse.
Engagement Index Score	6	If you have results from your Engagement Survey, the average Engagement Index score will be displayed - this is an average of the individual 5 Index questions. Use this slide to list the date that you’re going to schedule your next monitoring survey. Remember, to track progress over time you must have your next survey scheduled.
Bird’s Eye View	7	View everything that your company asked in the quarter. Green indicates that your organization has scored higher than your organizational average and red indicates the question scored lower than your organizational average.
Options to Consider	8	As you’re thinking about next quarter’s questions, view the highlighted categories that you did not ask in the previous quarter.
Employee Engagement Action Items	10	View the drivers that the Key Driver Analysis recommended your organization prioritize. Enter the next measurement date as a reminder to schedule monitoring surveys in TINYpulse to set up trending data.
Pulse Timeline	11	View the currently scheduled survey questions and evaluate whether your questions are designed to measure the Key Driver Analysis recommendations. Remember that TINYpulse has a robust survey Content Library that includes the question category that maps to the Key Driver Analysis recommendations.
Commitments	13	Use this slide to capture your action items.
TINYpulse Engagement Strategy Recap	15-21	If your organization has not completed the Engagement Survey, view an overview of the benefits of implementing the entire Engagement Strategy from Engagement Survey to Key Driver Analysis and Progress Plans.