Business presentation template
Speaker cue cards for a general business presentation: a clear opening, the key message, three supporting points with evidence, a recommendation, next steps and a strong close with Q and A.
Presentation10 cardsAbout 20 min to speakIntermediateWork
Quarterly business review presentation template
Cue cards for a quarterly business review (QBR) with leadership or a client: headline results, goals versus actuals, wins, misses and why, risks, priorities for next quarter and decisions needed.
Free to use, edit, print and study. No account needed: your set stays on this device.
The cards
- 1
Headline
In [quarter], we [one-sentence summary: e.g. hit two of our three goals, grew X, and fell short on Y].
Today I will cover results, what we learned, risks and what we need from you.
- 2
Goals versus actuals
- [Goal 1]: target [value], actual [value] – [on track / ahead / behind]
- [Goal 2]: target [value], actual [value] – [status]
- [Goal 3]: target [value], actual [value] – [status]
Show the table on the slide; say only the story.
- 3
Wins
- [Win 1] – because [what made it work]
- [Win 2] – thanks to [team or person]
What we will repeat: [practice or decision].
- 4
Misses and why
[Goal] came in at [actual] against [target].
The main reasons were [cause 1] and [cause 2].
What we have already changed: [action taken].
Own it plainly. No blame, no spin.
- 5
Customer or user view
What we heard this quarter: [themes from feedback, support tickets or surveys].
One example: [paraphrased comment or case].
- 6
Risks and watch points
- [Risk] – likelihood [low/medium/high], plan: [mitigation]
- [Risk] – plan: [mitigation]
- 7
Next quarter priorities
- [Priority] – measure: [metric and target]
- [Priority] – measure: [metric and target]
- [Priority] – measure: [metric and target]
What we will stop or pause: [item].
- 8
Decisions and support needed
- Decision: [what you need approved] by [date]
- Support: [budget, people, introductions, removal of a blocker]
- 9
Tough questions to prepare for
- Why did [missed goal] slip, and when will it recover?
- What would you cut if the budget fell by [amount]?
- Which result are you least confident about?
My short answers: [notes]
- 10
Close
To sum up: [headline again in one line]. Our focus next quarter is [top priority]. Questions?
How to use this template
A quarterly business review looks back at the last three months and agrees what happens next. It might be for your own leadership team, a board or a key client. This template starts with a headline so the audience knows the overall story in the first 30 seconds, then moves through goals versus actuals, wins, misses, the customer view and risks. It ends with next-quarter priorities and a dedicated card for decisions and support you need, which is the part many reviews forget. The cards are designed to sit alongside slides with the detailed charts and tables, so you can talk about meaning and actions rather than reading numbers aloud.
Tips
- Send the data a day or two ahead so the meeting can focus on discussion rather than discovery.
- Lead with the headline even if the news is bad; executives prefer to hear it from you first.
- For every miss, give the cause and the change you have already made, not just a promise to try harder.
- Limit next-quarter priorities to three; more than that usually means none of them are really priorities.
- Make the decision card concrete, with an owner and a date, so the meeting ends with something agreed.
- Keep the detailed appendix ready but off the main slides; answer deep questions from it only when asked.
Make it fit
- For a client QBR, change the wins card to the value the client received and add a card on how the partnership could grow.
- For a monthly review, keep the same cards but shorten each one to a single line.
- For a nonprofit or public service, swap revenue metrics for service measures such as people reached or waiting times.
- For a remote audience across time zones, record a ten-minute version of the first five cards and use the live meeting for risks, priorities and decisions.
- For a team-level review, add a short card recognising individual contributions by name.
- If the quarter was disrupted by something outside your control, such as a supply problem or a policy change, give it one sentence on the headline card and then focus on what the team did in response.
Updated October 28, 2026