Lab 03 — Quarterly business review briefing

Level Duration Primary apps Sample files
200 25 minutes Microsoft PowerPoint, Microsoft 365 Copilot 03_Marketing_Campaign_Brief, 14_QBR_Deck

Department and industry focus

Marketing presenting a Retail loyalty relaunch inside the group quarterly business review. The deck must be decision-focused for a leadership audience.

Scenario

You must present the Retail loyalty campaign and its results outlook to the leadership QBR. The deck should be credible yet crisp, and connect marketing activity to business outcomes.

Learning objectives

🖥️ PowerPoint app guidance: Use the PowerPoint desktop app for the full template experience. Select a suitable template before creating or refining the deck.

Exercise 1 — Create the deck

Create an 8-slide leadership briefing from
/03_Mock_Marketing_Campaign_Brief.docx.
Audience: Contoso Group leadership QBR.
Slides: 1 Title, 2 Objectives, 3 Audience and channels, 4 Key messages,
5 Budget and expected ROAS, 6 Risks and mitigations, 7 Decisions required,
8 Next steps and milestones.
Use concise, credible titles. No dense paragraphs.

Exercise 2 — Add a decision slide

Add one slide on a key trade-off: deep discounting vs points-acceleration
for the loyalty relaunch. Use three columns: Option | Pros | Risks.
Keep it decision-oriented.

Exercise 3 — Tighten a dense slide

Rewrite this slide for a leadership audience. Keep only the message that
supports a decision. Max 5 bullets, max 12 words each. Move detail to notes.

Exercise 4 — Speaker notes with objection handling

Create speaker notes for each slide. For each: key message, one supporting
detail, one likely challenge from leadership, and a concise response.

🔎 Optional extension: Open 14_Mock_Quarterly_Business_Review_Deck.pptx and ask Copilot to critique and improve the existing QBR deck instead of generating a new one.