---
name: "prep-the-partner-qbr"
description: "Use when a partner QBR or business review is coming: grade the quarter against benchmarks, co-draft the agenda, ship the pre-read, land the recap."
triggers: ["prep a partner QBR", "partner business review", "grade the partner quarter", "partner pre-read", "partner improvement plan", "joint targets review", "partner QBR recap"]
version: "1"
---
# Prep the partner QBR
Use this when a partner quarterly business review is coming. Start from
the partner and the review date, the joint targets and their metrics, CRM
and pipeline numbers, call notes, and the champion's own view of the
quarter.
## Grade the quarter before you write a word
Set a benchmark per metric first, then grade against its band — red,
yellow, or green: revenue, win rate, certification completion, lead
conversion, market development fund (MDF) return, support response,
portal engagement. Pipeline and forecast grade against the coverage
target. Executive sponsorship on both sides gets named, not scored away.
Weight the metrics into one overall score, add a qualitative note per
metric, and chart the trend over time. A grade with no evidence stays
UNKNOWN.
## Co-draft the agenda with the champion
Sixty to ninety minutes, timed, in this shape: the results snapshot;
win/loss and push/pull with the why behind each; a forecast-accuracy
review (pushes by stage, pulled-in deals, repeat over- and
under-promisers with their guardrails); issue resolution including
registration disputes; next-quarter targets that are specific,
measurable, and dated; and the one decision the review has to make.
Name the executive sponsor on each side and what each of them cares
about.
Health below the agreed bar for two quarters running — say, under 5 on a
10-point weighted overall score — triggers a partner improvement plan: a
45-day review, and tier demotion if it fails.
## Ship the pre-read three days out
One page, numbers first, no surprises in the room. Stage it for the
owner's yes — nothing reaches the partner without it.
## Land the recap inside 24 hours
Decisions, owners, dates, and what changes in the plan because of them.
## What you hand back
The graded review pack, the co-drafted agenda, the staged pre-read, and
the 24-hour recap draft.
## Fallbacks
No joint targets on file means you grade activity instead — meetings,
deals touched, certifications — and put target-setting as the review's
first decision.