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Quick and successful QBR Planning with the new MPD seminar


July 31 & August 1 at 9:00am EDT
Aug 14th & Aug 22 at 7:00 pm EDT



Complete the MPD Step-By-Step: Step Back, Assess, Reflect, Plan to Perform an engaging QBR with your group.



The 5-Step Quarterly Planning Process

  • Step Back - Review and set next steps for your Plans
  • Assess - Complete and Send the Health Assessments
  • Reflect - Answer the questions to be prepared for the planning
  • Plan - Set your goals for the quarter
  • Present - Perform an engaging Quarterly Business Review with your group


  • Tool
  • Planning Process


Your Expert Guide: Elissa Kulczycki

Image 2019-07-04 at 05.43.58Elissa from the Managed Services Platform added her EOS Integrator’s experience to build a set of processes, education, help, and support documentation to allow for members’ success.

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Let us know if you are interested in participating in