QBR Action Item Tracker Template

A

Aisha Bello

@aisha-bello

·

Output-format template for documenting and tracking QBR action items.

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As VP Customer Success, I need to create a standardized action item tracker from our QBR.

QBR Context:
- Customer: {{customer_name}}
- QBR Date: {{qbr_date}}
- Attendees: {{attendees}}
- Discussion Notes: {{discussion_notes}}

Format the action items as follows:

## QBR Action Items - {{customer_name}}
**Review Date:** {{qbr_date}}
**Next QBR:** [Calculated date]

### Customer Action Items
| # | Action | Owner | Due Date | Status | Notes |
|---|--------|-------|----------|--------|-------|
| C1 | | | | Not Started | |
| C2 | | | | Not Started | |

### Our Action Items
| # | Action | Owner | Due Date | Status | Notes |
|---|--------|-------|----------|--------|-------|
| V1 | | | | Not Started | |
| V2 | | | | Not Started | |

### Escalations and Dependencies
| Item | Depends On | Blocker? | Resolution Path |
|------|------------|----------|----------------|

### Success Criteria
- [ ] Criteria 1
- [ ] Criteria 2

### Follow-up Schedule
- Week 2: [Check-in focus]
- Week 4: [Progress review]
- Week 8: [Milestone assessment]

Details

Category

Business

Use Cases

QBR action trackingmeeting follow-up documentationaccountability template creation

Works Best With

gpt-4oclaude-sonnet-4-20250514
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