A quarterly business review (QBR) is a meeting between your decision makers and your MSP. The QBR’s purpose is to make sure you are fully prepared for your future tech needs and to help your MSP team understand the trajectory of your business.
As the name implies, a quarterly business review is usually held quarterly, but can be scheduled more or less frequently depending on your business needs and goals. The QBR meeting itself usually takes about two hours and can be done onsite or virtually. A typical QBR report will include:
- A one-page business plan
- Your contact list
- Your IT assets
- Your workstation life cycle report
- A phishing report
During a quarterly business review, you are likely to discuss:
- Current issues, with real-time problem solving
- The latest tech innovation and IT trends that could impact your business
- General industry trends
- Feedback on your MSP’s performance
