The OGSM quarterly review keeps a one-page plan honest. The objective stays fixed, but goals get scored, strategies get tested against whether they are actually working, and measures separate real progress from motion. This OGSM template structures that quarterly reckoning so the plan adapts without losing its shape.
Run it once a quarter, after the prior quarter is closed and the numbers behind your goals are reliable. It pairs with a lighter monthly check-in: the quarterly review is where the strategies are genuinely reassessed, not just reported on.
Bring the leadership team plus the owners of goals and strategies, five to twelve people. These are the people who can say what moved a goal, what a strategy actually produced, and what should change. Keep it to those empowered to adjust the plan.
Re-anchor on the objective, then score each goal against target with a real number. Test the strategies next, which is the heart of an OGSM review: a strategy that is not moving its goals should be changed or dropped, not defended. Read the measures behind the strategies to tell genuine progress from busywork. Make adjustments explicit, updating goals, strategies, measures, and owners, then set a clear focus for the next quarter. The output is a refreshed one-page plan, not a status deck.
Keep your one-page plan adapting all year. Run it in OrgTP and track goals, strategies, and measures quarter over quarter.
90 minutes total · 6 sections
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