Quarterly technology business review
Walk a client's leadership through IT health, roadmap, budget and risks each quarter, ending with named decisions.
- Industry
- IT Services, MSPs and Dev Shops
- Team
- Client services, Operations
- Use case
- Project management
- Tags
- Client reporting
Template preview
Overview
What this template supports
A quarterly technology business review that a managed IT provider's virtual CIO prepares for client executives. It covers quarter stats, a health scorecard against the previous quarter, a roadmap timeline, current and proposed budget, a risk register with owners, the decisions needed from leadership and a labelled satisfaction survey result. Figures are marked as modeled from ticketing and monitoring data rather than audited results.
- Quarter stats row with a data source note
- Health scorecard table
- Roadmap timeline
- Budget table with the proposed quarter
- Risk register with owners
- Leadership decision checklist
- Labelled satisfaction rating
How to use this template
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Pull the quarter's figures
Gather ticket, patch, backup and sign-in figures from your monitoring and ticketing systems.
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Give every risk an owner
Each register row needs a named owner and mitigation status; write Needs review where one is missing.
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Send decisions ahead
Share the decision list with the executive sponsor before the meeting.
Frequently asked questions
What does Quarterly technology business review help me do?
Walk a client's leadership through IT health, roadmap, budget and risks each quarter, ending with named decisions.
What is included in this template?
It includes Quarter stats row with a data source note, Health scorecard table, Roadmap timeline and Budget table with the proposed quarter.
Who is this template designed for?
It is designed for Client services and Operations teams working in IT Services, MSPs and Dev Shops.
What should I review before using this template?
Gather ticket, patch, backup and sign-in figures from your monitoring and ticketing systems. Each register row needs a named owner and mitigation status; write Needs review where one is missing.
Is the satisfaction rating an audit?
No. It is a survey result labelled with responses received out of surveys sent.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.