# QBR agenda and decision record

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](https://mspstockroom.com/downloads/qbr-agenda.md) for a short meeting note, or the [QBR Kit](https://mspstockroom.com/tools/qbr-kit.html) 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.
