QBR / quarterly business review RFP template

📄 Free template · 14-section Free

QBRs are different from conferences: smaller, more senior, more confidential, polished but functional. This template covers the executive-readiness things generic RFPs miss.

By Easy RFP Team · Last reviewed: 2026-05-08

Why this template

Quarterly business reviews are senior, confidential, polished. Attendees are typically VPs and above. The venue brief is different from a conference: smaller meeting space, executive-grade F&B, private breakout for confidential conversations, robust AV that supports remote-joining attendees, and a polished aesthetic that signals 'we take this seriously'. This template captures those QBR-specific needs.

The 12 sections of the template

1. QBR basics

Quarter (Q1/Q2/Q3/Q4). Attendee count (typical 15-60 senior leaders). Single-day vs 1.5-day format. Whether external customers/partners attend any portion.

2. Meeting room — executive grade

Boardroom or U-shape config for 15-30 attendees. Larger plenary if 40+. Required: high-quality table (real wood preferred), executive chairs, individual presentation pads. Natural light + window views (no windowless basement rooms).

3. AV — hybrid-ready

Built-in conference camera for remote attendees. Beam-forming microphone array. Confidence monitors. Wireless presentation (every executive has their own laptop). Hybrid platform compatibility (Zoom, Teams, Google Meet).

4. Confidentiality requirements

Soundproofing (no shared walls with active meetings). Hotel-staff non-disclosure (some hotels offer signed NDAs for QBR-class events). Document destruction policy (waste-paper handling). Wi-Fi network isolation.

5. F&B — executive grade

Plated breakfast (not buffet — executives don't queue). Working lunch with chef-curated menu. Coffee/tea continuous service from sommelier-level barista. Afternoon snack (not pastries — typically fruit + cheese + nuts).

6. Breakout space

1-2 small breakout rooms for parallel sessions. Each fully equipped with AV. Adjacency to main room. State whether they're for working sessions or 1:1 confidential conversations.

7. Catering for evening

Optional executive dinner. Private dining room (not main hotel restaurant). Sommelier-paired wine. State whether you bring external chef or use hotel's executive offering.

8. Accommodation

Suite for CEO/leadership. Executive floor block. Late checkout day-of-departure. Spa access included. Room comp ratio (1 per 25 paid for senior groups).

9. Logistics

Discreet check-in (avoid lobby crowds). Private transport from airport. On-property transport for off-site dinner if relevant. Weather contingency for any outdoor element.

10. Document handling

Pre-event: secure document delivery to venue (printed materials sealed). Day-of: secure storage. Post-event: shredded waste-paper (hotel provides certificate or you remove materials).

11. Pricing — QBR tiered

Per-attendee all-in. Itemised: meeting space, F&B (B/L/D), AV. Tiered: base (DDR-style), mid (+evening dinner), premium (+suite for CEO + spa access). QBRs are not budget-driven; quality > price within reason.

12. Cancellation

QBR cancellation is rare but contractually flexible: 14-day window for date shift without re-pricing. Force-majeure: explicit health-emergency clause.

How to use it

  1. Send 6-8 weeks out. Iconic-class venues with executive boardrooms book 3-6 months out for prime dates.
  2. Visit. QBR aesthetic cannot be evaluated from a hotel website.
  3. Confirm AV setup with your IT team. Hybrid attendees joining means audio quality decides whether the QBR is functional or not.
  4. Get the menu committed in writing. Generic 'chef's choice' becomes whatever the hotel has in inventory that day.
  5. Confirm soundproofing. A QBR happening next door to a wedding reception is an immediate problem.

Common mistakes

Next steps

Download the template, customise the bracketed placeholders for your event, and email to 6-12 hotels in parallel. Use our scoring matrix template to compare responses and the contract review checklist before signing.