Executive business review (EBR)

An executive business review is a meeting that is held periodically (monthly, quarterly, or annually) to review the overall performance and progress of a business. The purpose of an EBR is to provide a high-level overview of the key metrics and indicators that are relevant to the business, such as revenue, profits, market share, customer satisfaction, and employee engagement. The review includes a presentation of data and analysis, as well as a discussion of any challenges or opportunities that the business is facing. The review is usually conducted by the senior leadership team or the board of directors and is intended to inform decision-making and strategic planning at the highest level of the organization.

Why EBRs are important

Executive Business Reviews are essential for maintaining strong, strategic relationships between service providers and their clients. They offer a dedicated platform to align on business objectives, review performance metrics, and discuss future goals. Regular EBRs ensure that companies are meeting client expectations, addressing concerns, and identifying growth opportunities. This fosters transparency and trust, enabling both parties to collaborate effectively and make informed decisions that drive mutual success. Ultimately, EBRs are key to sustaining long-term partnerships and ensuring continued value delivery.

Best practices:

• Set clear goals for the review. The EBR should be focused on reviewing progress toward specific goals and objectives, so it is important to have these defined beforehand.

• The EBR should involve the executive team and any other relevant stakeholders. This may include managers from different departments, board members, and key customers or partners.
• The EBR should be based on data, so it is important to analyze the data you’ve gathered to understand the current state of the business.
• The EBR should not just be a report but also result in action. Identify areas for improvement and create a plan to address them.
• Follow up on progress. The EBR should be an ongoing process. It is important to follow up on progress made and course-correct as needed.