# OGSM Quarterly Review Template

Purpose: Score goals against target, test whether each strategy is working, read the measures, and adjust the one page plan with clear owners.

- Duration: 90 minutes
- Cadence: Quarterly
- Participants: Leadership team and strategy owners (5-12 people)

## Agenda

- [ ] Objective recap (10 min)
- [ ] Score the goals against target (25 min)
- [ ] Test the strategies (20 min)
- [ ] Read the measures and dashboards (15 min)
- [ ] Adjust the plan with owners (15 min)
- [ ] Next-quarter focus (5 min)

## Facilitator tips

- Keep the objective fixed; change goals and strategies.
- Require a number for every goal.
- Judge strategies by goal movement, not activity.
- Capture every adjustment with an owner.

## Notes

Goal scores:

Strategy changes:

Measure read:

Next-quarter focus and owners:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/ogsm-quarterly-review