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Is there a Better Way to do a Quarterly Business Review than Make Another PPT Deck?

Is there a Better Way to do a Quarterly Business Review than Make Another PPT Deck?

It’s that time of the year again… time to scramble and finish last minute projects, handle client requests, and close new business before the quarter closes. If you are stressed out around this time you aren’t alone. To add more fuel to the fire, this is typically the time of year leadership at organizations likes to revisit strategy and do a performance review of initiatives, departments, strategies, and so on. Lucky you, you probably have some part to play in building these lovely PPT decks (because you didn’t have enough to deal with already).

Let’s take a look at what how much time this process takes:

  1. Meet with team  > Outline a deck > (1.5 hours)

  2. Ask team to send over the stuff they worked on > (1 hours)

  3. Get half of what you asked for and ask your team to provide context > (1 hours)

  4. Ask team members if they know where that one file is > (1 hours)

  5. Make the assets your team sent over presentable > (1.5 hours)

  6. Format the deck so it doesn’t look like a disaster > (2 hours)

  7. Review with team >  Revision control in cloud > (2 hours)

  8. Fill in gaps where you need more content > (2 hours)

  9. Email it to leadership > (1 hour)

  10. Pray leadership doesn’t ask for more context and they understand everything you sent. :(

Total time: 13 hours

So you’re telling me there’s a better way?

Yes, yes there is… imagine when your next QBR comes up that all of your team’s most important insights and assets from the last 3 months are in one place. No hunting, no searching, just the good stuff from your quarter right there in one dashboard. All that’s required from you is picking the best insights you think will be the most impactful in a review deck. Don’t even worry about formatting, because who has time for that? What you select from your team’s insights is automatically formatted and organized to be a sleek presentation for desktop or mobile. Last but not least, grab the link to your deck and send it to your leadership team.

This is what that flow looks like:

  1. Schedule an alert and prompt for your team once > (10 minutes)

  2. Select team insights and assets > (20 minutes)

  3. Arrange the order > Add your own context > (20 minutes)

  4. Send link to leadership > (5 minutes)

Total time: ~ 1 hour

This sounds like the ideal workflow, right!? How has no one built something like this for me already? Do you know how many hours I’ve wasted coordinating, collecting, and formatting!? Emailing my team over and over again for the same information!?

Take it easy, we hear you. We’ve heard from lots of you actually. This is why we built a platform that models the workflow we just described. We want you to spend your valuable time doing what you do best; strategizing, critical thinking, and problem solving. Let us handle the redundant tasks and give you a better business review at the same time.

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