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
Your Expert Guide: Elissa Kulczycki
Elissa 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.