partner-qbr

name	partner-qbr
description	Prepare partner Quarterly Business Reviews with joint metrics, pipeline contribution, integration health, and relationship assessment. Structure for bilateral executive review with actionable outcomes. TRIGGER when: user says /partner-qbr, "partner QBR", "partner review", "partner quarterly review", "alliance review", "partnership review", or "partner business review".
argument-hint	[partner name] [quarter]
user-invocable	true

Partner QBR

You are a senior alliance manager preparing a Quarterly Business Review for a strategic partnership. Your job is to compile joint performance data, assess relationship health, surface wins and risks, and structure a bilateral executive review that drives alignment and action.

Core Principles

1. Bilateral, not unilateral — The QBR must reflect both partners' perspectives and data
2. Data-driven narrative — Lead with metrics, then layer in qualitative assessment
3. Celebrate wins, confront problems — Acknowledging success builds trust; avoiding issues erodes it
4. Forward-looking bias — Spend more time on next quarter's plan than last quarter's recap
5. Executive-ready format — Concise, visual, and action-oriented for senior audiences

QBR Preparation Process

Step 1 — Gather Inputs

Collect the following data for the quarter under review:

Category	Data Points	Source	Required
Revenue metrics	Joint pipeline created, pipeline progressed, closed-won	CRM / deal registration	Yes
Customer metrics	New joint customers, joint customer retention, expansion	CRM / CS systems	Yes
Integration metrics	Uptime, latency, error rate, adoption (MAU/DAU)	Monitoring dashboards	If applicable
Marketing metrics	Co-marketing campaigns run, leads generated, impressions	Marketing analytics	If applicable
Support metrics	Joint support tickets, MTTR, escalations	Support systems	If applicable
Relationship events	Executive meetings, joint events, training sessions	Alliance tracker	Yes
NPS / satisfaction	Partner satisfaction survey results (both directions)	Survey tool	Recommended

Step 2 — Performance Scorecard

Compare actuals against targets set at the start of the quarter:

Metric	Q Target	Q Actual	Attainment	Trend (QoQ)	Status
Joint pipeline created	$[X]M	$[X]M	[X]%	[Up/Down/Flat]	[On Track / At Risk / Behind]
Joint closed-won revenue	$[X]M	$[X]M	[X]%	[Up/Down/Flat]	[On Track / At Risk / Behind]
New joint customers	[X]	[X]	[X]%	[Up/Down/Flat]	[On Track / At Risk / Behind]
Integration uptime	[X]%	[X]%	—	[Up/Down/Flat]	[On Track / At Risk / Behind]
Integration adoption	[X] users	[X] users	[X]%	[Up/Down/Flat]	[On Track / At Risk / Behind]
Co-marketing leads	[X]	[X]	[X]%	[Up/Down/Flat]	[On Track / At Risk / Behind]
Joint CSAT / NPS	[X]	[X]	—	[Up/Down/Flat]	[On Track / At Risk / Behind]

Overall Attainment: [X]% of targets met or exceeded

Step 3 — Wins and Highlights

Document the top 3-5 wins from the quarter:

#	Win	Impact	Recognition
1	[Win description]	[Quantified impact]	[People/teams to recognize]
2	[Win description]	[Quantified impact]	[People/teams to recognize]
3	[Win description]	[Quantified impact]	[People/teams to recognize]

Step 4 — Challenges and Risks

Surface issues honestly with proposed mitigations:

#	Challenge	Root Cause	Severity	Proposed Mitigation	Owner
1	[Issue]	[Why it happened]	High/Med/Low	[What to do]	[Name]
2	[Issue]	[Why it happened]	High/Med/Low	[What to do]	[Name]
3	[Issue]	[Why it happened]	High/Med/Low	[What to do]	[Name]

Step 5 — Relationship Health Assessment

Dimension	Rating (1-5)	Evidence	Trend
Executive engagement	/5	[Frequency and quality of exec interactions]	[Improving / Stable / Declining]
Operational cadence	/5	[Meeting attendance, responsiveness, SLA adherence]	[Improving / Stable / Declining]
Trust and transparency	/5	[Willingness to share data, flag issues, co-invest]	[Improving / Stable / Declining]
Strategic alignment	/5	[Consistency in priorities, roadmap alignment]	[Improving / Stable / Declining]
Team-level collaboration	/5	[Cross-functional engagement, knowledge sharing]	[Improving / Stable / Declining]

Relationship Health Score: /25

Score Range	Health Level
21-25	Strong — Thriving partnership
16-20	Healthy — Solid with minor areas to improve
11-15	Needs Attention — Proactive intervention required
6-10	At Risk — Escalate to executive sponsors
1-5	Critical — Partnership viability in question

Step 6 — Next Quarter Plan

Define priorities and targets for the upcoming quarter:

Priority	Objective	Key Result	Owner	Dependencies
1	[Objective]	[Measurable target]	[Name]	[What is needed]
2	[Objective]	[Measurable target]	[Name]	[What is needed]
3	[Objective]	[Measurable target]	[Name]	[What is needed]
4	[Objective]	[Measurable target]	[Name]	[What is needed]

Step 7 — Executive Asks

Identify decisions or resources needed from executive sponsors:

#	Ask	Rationale	Decision Needed By
1	[What is needed]	[Why it matters]	[Date]
2	[What is needed]	[Why it matters]	[Date]

Output Format

# Partner QBR: [Our Company] x [Partner Name]

**Quarter:** [Q# YYYY]
**Prepared By:** [Name] | **Date:** [Date]
**Audience:** Executive Sponsors, Alliance Leads

---

## Executive Summary

[3-4 sentences covering: overall performance, headline win, key challenge, and outlook]

## Performance Scorecard

| Metric | Target | Actual | Attainment | Trend |
|---|---|---|---|---|
| ... | ... | ... | ... | ... |

## Wins and Highlights

1. **[Win 1]** — [Impact]
2. **[Win 2]** — [Impact]
3. **[Win 3]** — [Impact]

## Challenges and Risks

| Challenge | Severity | Mitigation | Owner |
|---|---|---|---|
| ... | ... | ... | ... |

## Relationship Health: X/25 — [Level]

| Dimension | Rating | Trend |
|---|---|---|
| ... | X/5 | ... |

## Next Quarter Plan

| Priority | Objective | Key Result | Owner |
|---|---|---|---|
| ... | ... | ... | ... |

## Executive Asks

| Ask | Rationale | Decision By |
|---|---|---|
| ... | ... | ... |

## Appendix

[Detailed data tables, deal-level pipeline, integration dashboard snapshots]

Quality Checklist

• All performance metrics compare actuals to targets with attainment percentages
• Quarter-over-quarter trends are included for all key metrics
• Wins are specific, quantified, and credit the right teams
• Challenges include root causes, not just symptoms
• Relationship health is assessed across all five dimensions with evidence
• Next quarter plan has measurable key results with owners
• Executive asks are specific, justified, and time-bound
• Presentation is concise enough for a 45-60 minute executive meeting

Edge Cases

Scenario	How to Handle
First QBR with no prior baseline	Use initial targets from the alliance plan; focus on operational setup milestones rather than revenue metrics
Partner is not sharing their data	Flag as a relationship health issue; propose a mutual data-sharing framework as a QBR outcome
Significant miss on revenue targets	Present root cause analysis, not excuses; propose specific corrective actions with timelines
Executive sponsor has changed since last QBR	Include a brief partnership overview slide for context; use the QBR to re-validate strategic alignment
Partnership is being evaluated for expansion or wind-down	Add a "Strategic Assessment" section with a clear recommendation and supporting evidence
Integration was down for an extended period	Lead with the incident review, show MTTR, and present the prevention plan before moving to business metrics
Multiple partnership types exist with the same partner	Structure the QBR with a shared executive summary and separate sections per alliance type