qbr-facilitator

Name: qbr-facilitator
Author: ncklrs

121installs3forks

How to install qbr-facilitator?

ncklrs/startup-os-skills/qbr-facilitator

$npx -y skills add ncklrs/startup-os-skills --skill qbr-facilitator

Installs into the current project.

Summary

Expert Quarterly Business Review facilitation for maximizing customer value and strategic alignment. Use when designing QBR programs, preparing executive presentations, demonstrating ROI and value realization, conducting strategic account planning, aligning product roadmaps, iden

Files · 1

View on GitHub

SKILL.md

1	# QBR Facilitator
2
3	Expert guidance for designing and executing Quarterly Business Reviews that transform routine check-ins into strategic partnership moments. The QBR is your most valuable face time with customer executives — make it count.
4
5	## Philosophy
6
7	Quarterly Business Reviews are not PowerPoint presentations — they're strategic conversations:
8
9	1. Value over vanity — Show business impact, not feature usage
10	2. Future over past — Spend 70% on what's next, 30% on what happened
11	3. Dialogue over monologue — QBR is a conversation, not a presentation
12	4. Executive time is precious — Every minute must deliver value
13	5. Action over information — End with commitments, not just insights
14
15	## How This Skill Works
16
17	When invoked, apply the guidelines in `rules/` organized by:
18
19	- `program-*` — QBR program design, cadence, and governance
20	- `preparation-*` — Executive stakeholder preparation and research
21	- `value-*` — ROI demonstration and value storytelling
22	- `metrics-*` — Success metrics presentation and benchmarking
23	- `planning-*` — Strategic account planning and success plans
24	- `roadmap-*` — Product roadmap alignment and feature advocacy
25	- `risk-*` — Risk identification and opportunity discovery
26	- `facilitation-*` — Meeting techniques and executive engagement
27	- `followup-*` — Action tracking and accountability
28	- `automation-*` — QBR templates, automation, and scalability
29
30	## Core Frameworks
31
32	### The QBR Value Hierarchy
33
34	```
35	┌─────────────────────────────────────────────────────────────────┐
36	│ STRATEGIC VALUE │
37	│ Business outcomes, market impact, competitive advantage │
38	├─────────────────────────────────────────────────────────────────┤
39	│ OPERATIONAL VALUE │
40	│ Efficiency gains, cost savings, process improvements │
41	├─────────────────────────────────────────────────────────────────┤
42	│ TACTICAL VALUE │
43	│ Feature adoption, usage metrics, technical performance │
44	├─────────────────────────────────────────────────────────────────┤
45	│ BASE EXPECTATIONS │
46	│ Uptime, support response, basic functionality │
47	└─────────────────────────────────────────────────────────────────┘
48
49	↑ Focus QBR conversation HERE (top two levels)
50	```
51
52	### QBR Cadence by Segment
53
54	\| Segment \| Review Type \| Frequency \| Duration \| Attendees \|
55	\|---------\|-------------\|-----------\|----------\|-----------\|
56	\| Strategic ($500K+) \| EBR \| Quarterly \| 90-120 min \| C-level + team \|
57	\| Enterprise ($100K-$500K) \| QBR \| Quarterly \| 60-90 min \| VP/Director + team \|
58	\| Mid-Market ($25K-$100K) \| QBR \| Semi-annual \| 45-60 min \| Manager + team \|
59	\| SMB ($5K-$25K) \| Digital QBR \| Annual \| 30 min or async \| Primary contact \|
60	\| Tech-Touch (<$5K) \| Automated \| Annual \| Self-service \| Automated \|
61
62	### The QBR Flow Framework
63
64	```
65	┌─────────────────────────────────────────────────────────────────────────┐
66	│ │
67	│ PREPARE → OPEN → REVIEW → PLAN → COMMIT → FOLLOW-UP │
68	│ ↓ ↓ ↓ ↓ ↓ ↓ │
69	│ Research Align Demonstrate Co-create Secure Track │
70	│ & Build Goals Value Strategy Actions Accountable │
71	│ Story & Tone & Insights & Roadmap & Next & Execute │
72	│ │
73	└─────────────────────────────────────────────────────────────────────────┘
74	```
75
76	### Executive Presence Levels
77
78	\| Level \| Role \| QBR Involvement \| Key Interests \|
79	\|-------\|------\|-----------------\|---------------\|
80	\| C-Suite \| CEO, CFO, CTO \| Strategic EBRs only \| Business outcomes, ROI, strategy \|
81	\| VP \| VP Operations, VP Sales \| Quarterly EBRs \| Department impact, efficiency \|
82	\| Director \| Department heads \| All QBRs \| Team metrics, roadmap, adoption \|
83	\| Manager \| Day-to-day owners \| All reviews \| Usage, features, support \|
84
85	### QBR Agenda Structure (60-Minute Template)
86
87	\| Section \| Duration \| Focus \| Owner \|
88	\|---------\|----------\|-------\|-------\|
89	\| Opening \| 5 min \| Alignment, agenda confirmation \| CSM \|
90	\| Business Context \| 10 min \| Customer updates, priorities \| Customer \|
91	\| Value Review \| 15 min \| Outcomes, ROI, success metrics \| Joint \|

People who liked this also viewed

6 picks

Type

qbr-facilitator

121installs3forks

View on GitHub

How to install qbr-facilitator?

ncklrs/startup-os-skills/qbr-facilitator

$npx -y skills add ncklrs/startup-os-skills --skill qbr-facilitator

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# QBR Facilitator
2
3	Expert guidance for designing and executing Quarterly Business Reviews that transform routine check-ins into strategic partnership moments. The QBR is your most valuable face time with customer executives — make it count.
4
5	## Philosophy
6
7	Quarterly Business Reviews are not PowerPoint presentations — they're strategic conversations:
8
9	1. Value over vanity — Show business impact, not feature usage
10	2. Future over past — Spend 70% on what's next, 30% on what happened
11	3. Dialogue over monologue — QBR is a conversation, not a presentation
12	4. Executive time is precious — Every minute must deliver value
13	5. Action over information — End with commitments, not just insights
14
15	## How This Skill Works
16
17	When invoked, apply the guidelines in `rules/` organized by:
18
19	- `program-*` — QBR program design, cadence, and governance
20	- `preparation-*` — Executive stakeholder preparation and research
21	- `value-*` — ROI demonstration and value storytelling
22	- `metrics-*` — Success metrics presentation and benchmarking
23	- `planning-*` — Strategic account planning and success plans
24	- `roadmap-*` — Product roadmap alignment and feature advocacy
25	- `risk-*` — Risk identification and opportunity discovery
26	- `facilitation-*` — Meeting techniques and executive engagement
27	- `followup-*` — Action tracking and accountability
28	- `automation-*` — QBR templates, automation, and scalability
29
30	## Core Frameworks
31
32	### The QBR Value Hierarchy
33
34	```
35	┌─────────────────────────────────────────────────────────────────┐
36	│ STRATEGIC VALUE │
37	│ Business outcomes, market impact, competitive advantage │
38	├─────────────────────────────────────────────────────────────────┤
39	│ OPERATIONAL VALUE │
40	│ Efficiency gains, cost savings, process improvements │
41	├─────────────────────────────────────────────────────────────────┤
42	│ TACTICAL VALUE │
43	│ Feature adoption, usage metrics, technical performance │
44	├─────────────────────────────────────────────────────────────────┤
45	│ BASE EXPECTATIONS │
46	│ Uptime, support response, basic functionality │
47	└─────────────────────────────────────────────────────────────────┘
48
49	↑ Focus QBR conversation HERE (top two levels)
50	```
51
52	### QBR Cadence by Segment
53
54	\| Segment \| Review Type \| Frequency \| Duration \| Attendees \|
55	\|---------\|-------------\|-----------\|----------\|-----------\|
56	\| Strategic ($500K+) \| EBR \| Quarterly \| 90-120 min \| C-level + team \|
57	\| Enterprise ($100K-$500K) \| QBR \| Quarterly \| 60-90 min \| VP/Director + team \|
58	\| Mid-Market ($25K-$100K) \| QBR \| Semi-annual \| 45-60 min \| Manager + team \|
59	\| SMB ($5K-$25K) \| Digital QBR \| Annual \| 30 min or async \| Primary contact \|
60	\| Tech-Touch (<$5K) \| Automated \| Annual \| Self-service \| Automated \|
61
62	### The QBR Flow Framework
63
64	```
65	┌─────────────────────────────────────────────────────────────────────────┐
66	│ │
67	│ PREPARE → OPEN → REVIEW → PLAN → COMMIT → FOLLOW-UP │
68	│ ↓ ↓ ↓ ↓ ↓ ↓ │
69	│ Research Align Demonstrate Co-create Secure Track │
70	│ & Build Goals Value Strategy Actions Accountable │
71	│ Story & Tone & Insights & Roadmap & Next & Execute │
72	│ │
73	└─────────────────────────────────────────────────────────────────────────┘
74	```
75
76	### Executive Presence Levels
77
78	\| Level \| Role \| QBR Involvement \| Key Interests \|
79	\|-------\|------\|-----------------\|---------------\|
80	\| C-Suite \| CEO, CFO, CTO \| Strategic EBRs only \| Business outcomes, ROI, strategy \|
81	\| VP \| VP Operations, VP Sales \| Quarterly EBRs \| Department impact, efficiency \|
82	\| Director \| Department heads \| All QBRs \| Team metrics, roadmap, adoption \|
83	\| Manager \| Day-to-day owners \| All reviews \| Usage, features, support \|
84
85	### QBR Agenda Structure (60-Minute Template)
86
87	\| Section \| Duration \| Focus \| Owner \|
88	\|---------\|----------\|-------\|-------\|
89	\| Opening \| 5 min \| Alignment, agenda confirmation \| CSM \|
90	\| Business Context \| 10 min \| Customer updates, priorities \| Customer \|
91	\| Value Review \| 15 min \| Outcomes, ROI, success metrics \| Joint \|

People who liked this also viewed

6 picks

Type