How to use the Quarterly business review template

Start a board from it
Use this template opens a new Freero board with the Quarterly business review template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Quarterly business review”.
Follow the instruction on the board
“Send the board a day early so the meeting is spent on decisions, not reading. Lead with the numbers, then the story behind them.”
Fill in each part
- Goals we set What did we agree to achieve this quarter, in numbers?
- What we delivered Results against each goal: hit, missed or partial.
- What moved the numbers Which changes made the biggest difference, good or bad?
- Risks and asks What could hurt next quarter, and what do we need from the room?
- Customer voice What are customers or users telling us? Quote them.
- Bets for next quarter Three priorities at most, each with a number and an owner.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Quarterly business review board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Decision matrix
Compare options on weighted criteria: score each 1–5, multiply by the weight, add it up.
Pros, cons and fixes
Weigh one option properly: list its pros and cons, then look for fixes that keep the pros while removing the cons.
Board pack outline
Plan the papers for a board meeting: the headline, the numbers, the risks and the decisions you need the board to make.
Trustee board meeting
Run a nonprofit board meeting that decides things: declarations, the director’s report, finances, risks and the decisions needed today.
Meeting notes
Agenda, running notes, decisions and action items with owners in one place.
1:1 meeting
A shared space for a recurring 1:1: check-in, both people’s topics, feedback, growth, actions.