Quarterly Business Reviews (QBRs) are essential for security awareness teams to evaluate the effectiveness of their programs, identify areas of risk, and align efforts with organizational security goals. However, tracking progress across diverse training initiatives and measuring behavioral change can be complex. This Security Awareness QBR Template streamlines that process by providing a comprehensive framework tailored specifically for security awareness teams.
This specialized QBR framework enables your team to:
- Aggregate data from phishing simulations, training completion rates, and incident reports to generate actionable insights
- Monitor key security awareness KPIs such as user susceptibility rates, training engagement, and policy compliance
- Communicate findings effectively with executives, IT, and HR stakeholders to drive informed decision-making
Whether you're analyzing trends in phishing click rates or planning targeted awareness campaigns, this template equips your team with the tools needed to continuously improve security posture through education and engagement.
Benefits of a Security Awareness QBR Template
Regularly reviewing your security awareness program ensures it remains effective against evolving threats. Using this template helps your team by:
- Providing a consistent, repeatable process for quarterly reviews tailored to security awareness metrics
- Highlighting successes and identifying gaps in training coverage and employee behavior
- Presenting complex security data in clear, actionable formats for diverse stakeholders
- Aligning security awareness goals with broader organizational risk management strategies
Main Elements of the Security Awareness QBR Template
This List template is structured to guide your team through each phase of the QBR process, featuring:
- Custom Statuses:
Track QBR tasks from "To Do" through "In Progress" to "Complete" to maintain accountability
- Custom Fields:
Capture critical data points such as training completion percentage, phishing simulation results, department engagement levels, and QBR type (e.g., phishing-focused, policy compliance)
- Views:
Utilize tailored views including a Category List for organizing initiatives, a Getting Started Guide for onboarding new team members, a QBR Database consolidating all review data, a Lane Board visualizing task progress, and an Action Items List to prioritize follow-up activities
- Automations:
Automate reminders for upcoming QBR deadlines, notifications for task status changes, and data collection prompts to streamline workflow
By leveraging these elements, your security awareness team can conduct thorough, data-driven quarterly reviews that drive continuous improvement and foster a security-conscious culture across your organization.
