Qbr generator

QBR Generator

Create a quarterly business review that functions like a construction progress review: what was planned, what was delivered, what changed, what value was created, what leaked, what risks remain, and what decisions are required next. Convert 13 weeks of fragmented data into a C-level growth narrative.

How This Skill Orchestrates

This is the terminal synthesis skill of the OS — it consumes outputs from ALL 15 upstream skills to produce the quarterly narrative.

1. Upstream context (Claude — PRIMARY): Pull data from every skill used during the quarter — control tower health (13 weeks), margin simulation, scope audit, media routing, CRM journeys, audience segments, creative supply, measurement results, performance diagnoses, executive memos, change orders
2. Script execution (scripts/qbr_builder.py): Plan vs actual comparison, KPI gap analysis, 6-dimension executive scorecard (weighted scoring), learning extraction, next-quarter priority ranking (Impact × Readiness × Urgency)
3. Reference lookup (references/qbr_framework.md): QBR outline template (14-section structure), plan vs actual methodology, scorecard framework, upstream context mapping, benchmark search protocol
4. Reference lookup (references/quarterly_planning.md): Learning extraction framework (Observation → Insight → Implication), priority scoring rules, standard priorities catalog, QBR-to-action bridge (connects QBR findings to next-quarter skill triggers)
5. Web search (Claude — MANDATORY): Search for "[INDUSTRY] [COUNTRY] Q[N] [YEAR]", "Kantar Worldpanel [CATEGORY]", "Nielsen ad intel [INDUSTRY]" for market context
6. File generation (Claude): Generate PPTX deck, Excel scorecard, or Word document using respective skills. Default to inline visual + PPTX
7. Visual output (Visualizer): Executive scorecard dashboard + plan vs actual table + priority matrix

Model decision: Executive layer → LLM narrative generation + Governance → risk scoring (scorecard). Not ML — the script does structured comparison (plan vs actual) and weighted scoring (scorecard). The LLM generates the narrative that connects data points into a coherent story. The 70/30 split: ~70% AI-operated (data compilation, scorecard calculation, learning extraction, slide generation), ~30% human (strategic interpretation, client relationship framing, next-quarter negotiation).

Quick Reference

Resource	Purpose	Usage
scripts/qbr_builder.py	Consolidated QBR engine — plan vs actual (4-status classification), 6-dimension scorecard (weighted 25/20/15/10/15/15), auto-learning extraction from gaps, priority scoring (I×R×U), scope/CO review, measurement confidence	python qbr_builder.py --input config.json --output qbr.json
references/qbr_framework.md	14-section QBR outline, plan vs actual methodology, scorecard interpretation guide, full upstream context mapping (15 skills → QBR), benchmark search protocol	Read for QBR structure and data sourcing
references/quarterly_planning.md	Learning framework (Observation→Insight→Implication), anti-patterns, priority scoring rules, standard priorities catalog, QBR-to-action bridge connecting findings to next-quarter OS execution	Read for learning quality and planning

Process

Step 1 — Reconstruct the Plan

What was the original plan for the quarter? Pull from SOW, media plan, CRM targets, creative timeline. The plan IS the baseline against which everything is compared.

Step 2 — Compare Plan vs Actual

For every KPI, metric, and deliverable: planned → actual → gap → status (exceeded/on_track/behind/missed). Run the QBR builder for automated gap analysis.

Step 3 — Score the Scorecard

Score each of 6 dimensions (0-100) based on evidence. Calculate weighted overall score. Status: Strong (≥80), On track (60-79), At risk (40-59), Critical (<40).

Step 4 — Compile Workstream Reviews

For each workstream (media, CRM, creative, operations), summarize: what worked, what didn't, learning, and next action. Pull from upstream skill outputs.

Step 5 — Review Scope and Changes

List all change orders, scope drift, unpriced work, and commercial implications. Connect to margin-simulation and scope-audit outputs.

Step 6 — State Measurement Confidence

Using the evidence hierarchy from measurement-incrementality, state what can and cannot be claimed about the quarter's results.

Step 7 — Extract Learnings

Apply the Observation → Insight → Implication framework. Avoid vanity learnings ("CTR was 2.1%"). Every learning must lead to an action.

Step 8 — Rank Next-Quarter Priorities

Score each proposed priority on Impact × Readiness × Urgency. Rank and classify as must-do / should-do / could-do / deprioritize.

Step 9 — Define Leadership Decisions

List the explicit decisions leadership must make: budget approval, scope change, team restructuring, test approval, strategy pivot.

Step 10 — Generate the QBR

Produce the full QBR in the requested format(s): inline visual artifact, PPTX deck, Excel scorecard, Word document.

Output Format

Produce in THREE forms: inline visual dashboard (Visualizer), downloadable PPTX (via pptx skill), and structured markdown.

Visual Dashboard (Primary)

Render as inline HTML widget:

• Header with client name, quarter, overall score badge, and status
• Executive scorecard — 6 dimension cards with score, status badge, and top evidence point
• Plan vs Actual table — rows per KPI with planned/actual/gap/status, color-coded
• Learnings section — What worked (green) / What didn't (red) / Key insights
• Next-quarter priorities — ranked cards with I×R×U score and owner
• Decisions needed — bulleted list with urgency badges
• sendPrompt() buttons: "Generate PPTX deck for this QBR" → triggers pptx generation, "Run performance diagnosis for [at-risk dimension]" → performance-diagnosis, "Model next-quarter scenarios" → executive-growth-memo

PPTX Deck (Secondary)

When user requests a deck, use the pptx skill to generate:

1. Title slide (client, quarter, date)
2. Executive summary (1 slide, 3-4 bullets)
3. Scorecard (6 dimensions, visual)
4. Plan vs Actual (data table)
5. Business performance (1-2 slides)
6. Media review (1-2 slides)
7. CRM review (1 slide)
8. Operational + financial (1 slide)
9. Learnings (1 slide)
10. Next quarter priorities (1 slide)
11. Decisions needed (1 slide)

Markdown Report (Tertiary)

## 📊 QUARTERLY BUSINESS REVIEW — [Client] — [Quarter]

### Executive summary
[1 paragraph: overall verdict, key metric, main learning, top priority]

### Quarter scorecard
| Dimension | Score | Status | Key evidence | Business implication |
Overall: [X]/100 — [status]

### Plan vs actual
| Area | Metric | Planned | Actual | Gap | Gap % | Status |
KPIs on track: [X]/[Y] | Behind: [Z]

### Business performance
[Revenue, leads, sales narrative with benchmark context]

### Media review
[Efficiency, delivery, allocation, waste — from media-routing-planner]

### CRM / lifecycle
[Journey performance, email metrics — from crm-journey-architect]

### Creative & content
[Performance, fatigue, production — from creative-supply-planner]

### Operations & finance
[SLA, timeline, budget pacing, margin]

### Scope & changes
[COs, drift, commercial implications]

### Measurement confidence
[Evidence level + caveats — from measurement-incrementality]

### Learnings
| # | Observation | Insight | Implication |

### Next-quarter priorities
| Priority | I×R×U score | Action | Owner |

### Decisions needed
[Explicit asks with deadline]

Examples

Example 1 — Strong quarter: User provides KPI data showing 4/5 KPIs on track, ROAS above target. QBR score: 78/100 (On track). Narrative: "Solid quarter with media efficiency exceeding plan. CRM underperformed — journey completion at 35% vs 50% target. Priority: redesign onboarding journey."

Example 2 — Difficult quarter: User provides data: revenue missed by 22%, CPA 40% above target, 2 scope changes unpriced. QBR score: 42/100 (At risk). Narrative: "Quarter impacted by audience saturation + creative fatigue + unpriced scope drift. Recovery plan: creative refresh (immediate), audience expansion (Week 1-2), scope restructuring (CO pending)."

Example 3 — Full OS synthesis: All 15 skills have been used during the quarter. Claude synthesizes 13 weeks of control tower data, margin simulations, scope audits, media optimization, CRM journeys, creative supply, measurement results, and performance diagnoses into a comprehensive QBR.

Skill Chaining

Direction	Skill	Connection
Upstream	ALL 15 skills	QBR consumes everything produced during the quarter
Downstream	executive-growth-memo	QBR findings → C-level memo for board
Downstream	performance-diagnosis	At-risk dimensions → root cause analysis
Downstream	media-routing-planner	Next-quarter media optimization
Downstream	scope-audit	Scope drift → formal scope review
Downstream	change-order-generator	Unpriced work → CO pricing
Downstream	measurement-incrementality	Measurement gaps → test design