QBR Assessment Template Strategies


Quarterly Business Review (QBR) assessments are essential tools for evaluating the performance and compliance of business processes. Crafting the right template for these assessments can greatly influence their effectiveness and ease of use. Here, we explore four different approaches to creating QBR assessment templates, examining the advantages and disadvantages of each.

Single Template with All Controls

Description: This approach involves using one comprehensive template that includes all necessary controls and checks.


  • Unified Management: Having a single template simplifies management and updates. There’s only one document to maintain, ensuring consistency across all assessments.
  • Holistic View: This approach provides a complete overview of all areas in one place, making it easier to identify interdependencies and broader issues.
  • Simplified Training: Training staff to use one template can be more straightforward compared to multiple templates.


  • Complexity and Size: The template can become very large and unwieldy, making it harder to navigate and use effectively.
  • Overwhelming for Users: Users may feel overwhelmed by the sheer volume of information and controls, potentially leading to oversight or errors.
  • Time-Consuming: Completing the assessment can be time-consuming, especially if many sections are not relevant to every review.

Dual Templates Approach

Description: This method involves two templates: one for essential controls and checks, and another for more advanced, complex assessments.


  • Focused Effort: By initially concentrating on essential controls, foundational issues can be addressed before moving on to more complex matters.
  • Easier Adoption: Organizations can gradually adopt the advanced template, easing the learning curve and implementation burden.
  • Better Resource Allocation: Time and resources can be better allocated, ensuring that critical areas are not neglected.


  • Management Complexity: Managing two separate templates can be more complicated than a single template, requiring clear guidelines on when to use each.
  • Risk of Overlooking Advanced Controls: There may be a tendency to neglect the advanced template, leading to incomplete assessments over time.
  • Training Requirements: Staff need to be trained on both templates, which can increase initial training efforts.

Multiple Templates for Each Major Category

Description: This approach involves creating separate templates for each major category of assessment, such as security, compliance, performance, etc.


  • Targeted Assessments: Allows for more detailed and focused assessments in each category, improving the thoroughness and accuracy of the review.
  • Specialization: Teams can specialize in specific areas, improving the quality and depth of the assessments.
  • Flexible Updates: Templates can be updated individually, making it easier to incorporate changes without affecting other areas.


  • Management Overhead: Managing multiple templates can be resource-intensive, requiring rigorous version control and coordination.
  • Training Complexity: Staff need to be proficient in multiple templates, increasing training and development time.
  • Potential for Silos: There is a risk of creating silos, where teams focus only on their specific areas without considering broader business impacts.

Frequency and Criticality-Based Assessments Template Aproach

Description: This approach creates assessments based on the frequency and criticality of the areas being evaluated. For example, monthly mini-assessments for critical areas like backup and disaster recovery, quarterly for less critical areas, bi-annual for even less urgent areas, and annual for business discussions.


  • Prioritized Focus: Ensures that critical areas receive more frequent attention, helping to address issues promptly.
  • Efficient Resource Use: Resources can be allocated based on the criticality and frequency of the assessments, optimizing the use of time and effort.
  • Adaptability: The approach can be tailored to the specific needs and risks of the organization, making it highly flexible.


  • Complex Scheduling: Managing different assessment schedules can be complex and requires meticulous planning and coordination.
  • Inconsistent Review Cadence: The varying frequencies can lead to inconsistencies in reporting and follow-up actions.
  • Potential Overlook of Interdependencies: Criticality-based assessments may overlook interdependencies between areas assessed at different frequencies.


Choosing the right approach for QBR assessment templates depends on the specific needs and structure of the organization. A single template offers simplicity but can become cumbersome, while multiple templates provide specialization at the cost of increased management overhead. The two-template approach balances foundational and advanced assessments but requires careful implementation. Finally, frequency and criticality-based assessments offer tailored reviews but demand meticulous scheduling. By weighing the pros and cons, organizations can select the approach that best aligns with their goals and resources.