Free template
Quarterly Business Review for IT Consultants
The review you take to a client's senior stakeholders each quarter, showing service performance against target, what was delivered, and what needs their attention next.
What this template covers
- 1
Executive Summary
Overall service health, headline achievements, and the focus for next period.
- 2
Service Performance
Each metric against its target, with an On Target, At Risk, or Below Target status.
- 3
Incidents & Issues
Significant incidents in the period and how they were resolved.
- 4
Completed Work
The work delivered this period, grouped by project or workstream.
- 5
In-Progress Work
Work underway, with its status and expected completion.
- 6
Upcoming Priorities
The planned work for next period, in priority order.
- 7
Risks & Concerns
Risks to service delivery or the relationship, with mitigations.
- 8
Strategic Discussion Points
Items for senior stakeholders to discuss, framed as questions rather than a pitch.
- 9
Actions from Previous QBR
Each action from the last review with its owner and status.
Example Quarterly Business Review
Generated by PropellaDocs AI from a real project brief. Review all terms before sending to clients.
How to use this template
- 1
Pick your template
Choose from proposals, SOWs, and more, all structured for IT consulting engagements.
- 2
Complete your brief
Add project details, client context, and scope. The more context, the more specific the output.
- 3
Generate and refine
Review the AI draft section by section. Regenerate anything that needs work and edit inline.
- 4
Export and deliver
Send professional PDF or DOCX exports with your branding, or share a link directly with clients.
Quarterly Business Review questions
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