QBR Preparation Assistant Skill

QBR Preparation Assistant

Overview

The QBR Preparation Assistant streamlines Quarterly Business Review preparation and facilitation. It automates agenda generation, compiles performance summaries, creates trend visualizations, and tracks follow-up actions to ensure productive supplier review meetings.

Capabilities

QBR Agenda Generation: Structured meeting agenda creation
Performance Summary Compilation: Automated scorecard and metrics aggregation
Trend Analysis Visualization: Performance charts and graphs
Issue and Action Log Aggregation: Outstanding item compilation
Innovation Pipeline Tracking: Joint innovation initiative status
Forecast Alignment Review: Demand-supply alignment assessment
Discussion Guide Creation: Talking points and key questions
Follow-Up Action Tracking: Action item assignment and monitoring

Input Schema

qbr_preparation_request:
  supplier_id: string
  review_period:
    quarter: string
    year: integer
  performance_data:
    scorecards: array
    kpi_history: object
    issues_log: array
    action_items: array
  strategic_topics: array
  innovation_updates: array
  forecast_data: object
  attendees: array
  meeting_date: date

Output Schema

qbr_preparation_output:
  agenda:
    meeting_details: object
    sections: array
      - topic: string
        duration: integer
        presenter: string
        materials: array
  performance_summary:
    executive_summary: string
    scorecard_summary: object
    trend_analysis: object
    key_achievements: array
    areas_of_concern: array
  issue_log:
    open_items: array
    closed_items: array
    escalations: array
  innovation_status:
    active_initiatives: array
    pipeline: array
    completed: array
  discussion_guide:
    key_questions: array
    talking_points: array
    decision_items: array
  action_tracker:
    previous_actions: array
    new_actions: array
  presentation_deck: object

Usage

QBR Package Generation

Input: Supplier ID, Q4 2025 performance data
Process: Compile metrics, trends, issues, innovations
Output: Complete QBR package with presentation and materials

Performance Trend Analysis

Input: 4 quarters of scorecard data
Process: Visualize trends, identify patterns
Output: Trend charts with commentary

Action Item Follow-Up

Input: Previous QBR action items
Process: Track status, compile updates
Output: Action item status report with accountability

Integration Points

Supplier Management Systems: Scorecard and performance data
Project Management: Action item tracking
Presentation Tools: Slide deck generation
Tools/Libraries: Data visualization, document templates

Process Dependencies

Quarterly Business Review (QBR) Facilitation
Supplier Performance Scorecard
Supplier Development Program

Best Practices

Begin preparation 2 weeks before QBR date
Validate performance data with supplier before meeting
Focus on forward-looking discussion, not just review
Ensure appropriate executive participation
Distribute pre-read materials in advance
Follow up on action items within 48 hours

Agent Skills: QBR Preparation Assistant

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