QBRs are held during the first two weeks of every quarter. The sessions span between 5-7 business days. The goal of these sessions is to:
QBRs are categorized into two types:
Field Manager QBRs are held in the following months and typically are a mix of in-person and virtual formats. This is subject to change based on any outside conditions that make it unsafe for the team to travel (i.e. COVID-19) and GitLab's travel policy.
Field Manager QBRs are typically organized by region and are held starting at the ASM/manager level and roll up by leadership tier from there. ASMs/managers are responsible for gathering the necessary insights and asks from their teams in self-organized, team-level QBRs. See QBR Best Practices section for more information. Schedule overlap is avoided to the best of the planning team's ability, but note that some overlap, especially cross-segment, is typically unavoidable.
See below for a list of QBR sessions by segment.
ENT Sales QBRs
COMM Sales QBRs
Channel & Alliances QBRs
Field Manager QBRs include managers, leadership, and delegates from across the business: (for leadership QBR or CS QBR participation details, see below)
ENT Leadership QBR
COMM Leadership QBR
CS Leadership QBR
Participation in in-person Field Manager QBRs differs from virtual settings in order to maintain efficient budget and travel schedules. Only managers+ will be permitted to attend Field QBRs in-person – this includes attendees both in the Field organization and in supporting organizations:
Any attendees that fall outside of the roles listed above will need to go through an approval process in order to attend in-person Field Manager QBRs. More details on the approval process coming soon.
Example: While each region has a dedicated Field Marketer who may regularly attend virtual Field Manager QBRs, only the Director of Field Marketing (or a designated delegate) will be permitted to attend in-person QBRs for budgetary considerations.
Wherever possible, the QBR planning team will incorporate the ability for team members to participate in in-person QBRs virtually so that team members who 1) are not comfortable traveling or 2) are not permitted to attend in-person can still participate in and contribute to Field Manager QBRs.
The purpose of notes is to summarize and capture meaningful insights that come out of the conversation during a QBR - questions and answers, feedback, asks, etc.
Q: Who should take notes?
A: If you are attending as a delegate, please note that it is part of your responsibility to contribute to note-taking in the QBR.
Q: What specific information should the delegate capture?
A: In order to serve as an active participant in QBRs, there is no need to take verbatim notes during the sessions. Providing a detailed summary of information that is shared is adequate.
All new QBR asks are tracked and managed as issues within the DRI's team Project and will include a global
QBR label and year/quarter specific
FYxx-Qx QBR label to ensure the asks are categorized appropriately for review.
Below is a sample roll-out of the Field Manager QBR planning and execution process that is followed for virtual QBRs. This process is subject to change based on field leadership feedback and priorities. If you have questions, please reach out in #field-enablement-team.
Below is a sample roll-out of the Field Manager QBR planning and execution process that is followed for in-person QBRs. This process is subject to change based on field leadership feedback and priorities. If you have questions, please reach out in #field-enablement-team.