Module 08 · Performance Management & Value Creation

The Quarterly Business Review (QBR)

The Cornerstone of Supplier Performance Management

The QBR is a structured, periodic meeting between buyer and supplier to review performance, address issues, and plan improvements.

QBR Structure (Typical 2 Hours)

  1. Performance Scorecard Review (30 min): Walk through the KPI dashboard. Green/amber/red status. Trends. Celebrate successes.
  2. Issue Resolution (20 min): Open items from last QBR, new issues, root cause analysis for red KPIs. Assign corrective actions.
  3. Commercial Review (15 min): Volume vs. forecast, invoice accuracy, payment compliance, price revision triggers.
  4. Innovation & Improvement (15 min): Supplier-proposed improvements, market developments, technology roadmap.
  5. Strategic Alignment (10 min): Upcoming changes, forward planning, relationship health check.
  6. Action Plan & Next Steps (10 min): Confirm all actions, owners, deadlines. Set the next QBR date.

QBR Best Practices

  • Prepare: Send the performance scorecard to the supplier at least 1 week before the QBR. No surprise reviews.
  • Be balanced: Acknowledge good performance as much as you address poor performance.
  • Include stakeholders: Invite end users or quality teams to relevant sections.
  • Document: Publish QBR minutes within 48 hours with clear action items.
  • Escalate: If a KPI stays red for 2+ quarters, escalate to management on both sides.
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