QBR agenda and decision record
For Owner, Account management, Service manager
MSP Stockroom / Free working sheet / October 7, 2026
Read https://mspstockroom.com/guides/qbr.html for the complete method.
Leave with this decision record
- Business question: [what needs deciding].
- Reporting window and missing evidence: [dates / gap].
- Prior commitment: [outcome / blocker / owner].
- Service friction: [affected work / next action].
- Options: [cost basis / dependency / consequence of waiting].
- Decision: [approved / deferred / rejected / discovery].
- Follow-through: [action / owner / due date / approval route].
- Next review: [date or event / expected result to check].
Use the free agenda for a short meeting note, or the QBR Kit for the DOCX report and XLSX metrics/roadmap workbook.
45-minute agenda
- 8 minutes: business changes and prior commitments.
- 10 minutes: service friction.
- 20 minutes: roadmap and options.
- 7 minutes: decisions, owners and next steps.
Read back decisions and use the client's agreed approval route for purchases.
Before using this sheet
Choose the owner, scope and period. Use safe references rather than private customer exports. Keep missing evidence marked unknown.
Use and license status
License: adapt internally for your MSP and the clients you support; do not resell or redistribute the source files. See https://mspstockroom.com/terms.html.