Board Grant Portfolio QBR Template 2025

Give trustees a concise, data-rich view of grant performance each quarter. This QBR template combines pipeline, delivery, risk, and finance insight in one deck.

TL;DR

Structure the QBR around four sections: pipeline, delivery, finance, risk.
Pull data from Crafty dashboards, reporting calendar, and change control logs.
Log trustee decisions and actions back into Crafty to inform future bids and variations.

QBR agenda

Pipeline summary (top opportunities, win rate, resource outlook).
Delivery/impact update referencing the leading indicator dashboard.
Financial overview: spend vs budget, cashflow stress scenarios.
Risk & compliance: serious incidents, change requests, consent status.
Decisions & actions: approvals required, trustee asks, follow-up schedule.

Key takeaways

Quarterly reviews keep boards sighted on grant performance and risks.
Reuse the deck template for consistency and speed.
Update Crafty immediately after the QBR so decisions inform future drafts.