Your business moves fast and technology must stay one step ahead. Your 2026 QBR is your chance to look at the year behind you, understand the year ahead, and confirm that your technology planning supports the growth you want in 2026.
Our clients who arrive prepared for this meeting see the most benefit. They walk out with clear decisions, confident timelines, predictable investments, and fewer surprises during the year. That is exactly what the Stringfellow ProSafeIT Playbook is built to deliver.
As we move into 2026, there are changes that will directly influence hiring plans and operational priorities. This meeting ensures that nothing slips through the cracks and we are staying strategic with your business focus.
What we need from you before the 2026 QBR meeting
If your 2026 QBR is already scheduled, here is everything to gather ahead of time. If you have not scheduled yet, contact your CTA to get it scheduled.
1. Updated headcount and hiring plans
We need your current roster and anticipated staffing changes for 2026. This allows us to forecast licensing, hardware needs, access control changes, and onboarding workflow improvements.
2. Planned office moves, remodels, or expansions
Even small changes to your physical space can affect network infrastructure and security requirements. If you are considering a new location, remodel, or buildout, bring the details.
3. Budget expectations for next year
If you already have budgeting guidelines or caps, share them ahead of time. We use this to shape a technology plan that fits your financial model for 2026.
4. Any issues that slowed the team down in 2025
Think about bottlenecks, manual processes, shadow IT, or places where your team had to work around technology. These items guide our recommendations for productivity improvements.
5. Compliance or certification requirements
If you are planning for SOC 2, HIPAA tightening, cyber insurance renewals, or new customer security questionnaires, we want those documents. They influence your roadmap.
6. Upcoming software changes
If you are evaluating new tools, vendor replacements, or workflow upgrades, share them early so we can validate compatibility with the rest of your environment.
What you gain by being prepared
Clients who come prepared for their QBR consistently see these benefits:
- Clear visibility into what must be completed before year end
- A predictable plan that prevents mid year emergencies
- Faster approval cycles because decisions are already mapped out
- A clean 2026 budget with no hidden surprises
- Stronger alignment between leadership, operations, and technology
- A roadmap that actually gets executed because it matches your goals
Your technology plan should position your business to grow, not react. Preparation is what makes that possible.
Before you meet with us, review these questions
These help focus the discussion so the meeting is strategic, not tactical.
- Where did technology help your team win in 2025
- Where did technology slow people down
- What are the top three priorities for the business in 2026
- What are your biggest risks today
- What would break if you doubled your revenue or headcount next year
- What do you want your technology partner to do better or differently
If you reflect on these ahead of time, the meeting becomes more valuable and the plan becomes far more accurate.
If your 2026 QBR is not scheduled, please grab a time now by reaching out to your CTA.
