Creating A Quarterly Review

Presenting to higher ups with data & possibility

Problem

  • Large amounts of work and progress were going unnoticed by agency clientele
  • Often monumental projects, once launched, were rarely revisited and measured for impact
  • There were few conversations in place to show success and reflect with opportunities to upsell

Solution

  • The Quarterly Business Review was launched as a way to capture major wins of our agency and highlight the continued success of our partnership
  • Rather than just sharing numbers of tasks completed, we added short case studies monitoring new launches to color the impact and new audiences
  • By putting this together, we also gave our partners something to take back to their higher ups to further justify our partnership and their leadership

Example of a Quarterly Review

Pictured below is a slide by slide example of one of the quarter reviews I conducted for a client of my former agency, DevisedLabs. As you can see below, we made sure to present things in a clear manner that was short, precise, and informative to our client's team. Ultimately our wins are theirs, and it is through such healthy meetings that partnerships can continue to prosper. Please note that specific client information has been removed from the below annotated slides and certain content altered to anonymize past work.

Intro Slide
I recommend a clean layout with high quality photography from the client's website.

Agenda Slide
Keep short and to the point. Ask your audience if there is anything they'd want to add to today's discussion.

The Numbers
Start with baseline numbers that the client can grasp onto. This is your slide share quantities, not specifics. Bonus points if you place exact $$ on savings, sales, or otherwise!

Case Study Example #1
One angle to take with case studies on completed projects is to share metrics around new audiences reached, members retained, or other data points around visitors and demographics!

Case Study Example #2
For projects that assist internal employees, make a calculation around time saved by the invention of this new design or development feature.

Case Study Example #3
For large projects with multiple categories, share data around visitors. If presenting to higher ups who are interested in time taken, providing timelines can also be useful to weigh future projects!

Case Study Example #4
Lastly for projects were impact is low, share data around the progression of a project, visitors reached and if any futher time spent on this project is good use of budget or if time is better spent on other projects. Note: The bottom line is not the only measure of success. Make sure to consider all long term factors and goals.

Additional Wins
For smaller achievements, feel free to share a quick impact slide on such tasks with a notable success metric.

Lessons Learned
Make sure to also share any projects that could have improved either around process, timeline, apps used, bugs, maintenance, potential upgrades.

Timeline Presentation - Past
With projects like long term A/B testing and UX optimization, a timeline might prove more visually compelling with clear markers around the different aspects of UX research.

Timeline Presentation - Future
UX Research and R&D in general can often be difficult to maintain budget for, so make sure to very clear around what is being tested, what results and been found, and recommendations around what should be looked into.

Next Quarter Planning
After reflecting on what was, it is important to get into what is next! Ensure your client knows that you are on top of it and already helping plan for mutual success.

This section can also be followed by an upsell section around the contract is additional efforts will be needed.

BONUS: Planning Around Code Freezes
If there are any upcoming code freezes due to seasonal needs or accessibilty proejcts that conflict with regular work, make sure to make it clear to your team what is actually possible during this time period. Communication is very key here in handling expectations. This is also a great time to focus on design and UX while development slows down.

Quarter Planning
Based on budget share a clear presentation of major projects on the quarter scope and provide general levels of effort so your team or client know what is predicted to require more time and effort.

Closing
If there is an oppotunity to upsell due to need, share details on what that may look like and what can or cannot happen based on that decision. Otherwise, if status quo is good, feel free to close on a thank you slide with contact information.

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