Template
Quarterly IT Review Template
Executive-ready quarterly IT review template with metrics, trends, and recommendations.
Purpose
This template provides a structured format for quarterly IT performance reviews with management. It focuses on metrics, trends, and actionable recommendations.
Executive Summary
3-5 bullet points summarising the quarter: key achievements, major incidents, and budget status.
Key Metrics
| Metric | Target | Actual | Trend |
|---|---|---|---|
| SLA Compliance | 95% | ||
| Avg Resolution Time | < 4 hrs | ||
| Ticket Volume | Stable | ||
| CSAT Score | 4.5/5 | ||
| Budget Variance | < 5% |
Major Incidents
Summary of any P1/P2 incidents, root causes, and preventive actions.
Recommendations
- Budget requests for next quarter
- Process improvements
- Training needs
- Vendor changes
Put this into practice with workro desk.