What should be included in the business review playbook during the process stage?

Including a structured agenda in the business review playbook during the process stage is essential because it establishes a clear framework for the meeting. A well-organized agenda sets expectations for both the customer and the internal team, guiding the discussion to ensure that all critical topics are covered efficiently. This structure helps keep the meeting focused, allows for productive dialogue, and ensures that key objectives are met, ultimately leading to a more effective review process.

While crisis management strategies, financial forecasts, and customer testimonials are valuable components in various contexts, they do not directly contribute to the immediate goal of structuring the business review meeting. Crisis management might be essential for handling unforeseen issues during the partnership, but it doesn't fit into the initial structure of the meeting agenda. Financial forecasts could be relevant but are typically discussed in a different context instead of focusing on the process of the review itself. Customer testimonials can enhance credibility and illustrate success but are not inherently part of the agenda setup for the review process.