# Quarterly Strategy Review Template

Purpose: Review progress on strategic goals, test the assumptions underneath the strategy, adapt the plan, and align leadership on next-quarter priorities.

- Duration: 120 minutes
- Cadence: Quarterly
- Participants: Leadership team and strategy owners (6-12 people)

## Agenda

- [ ] Strategy recap and theme (15 min)
- [ ] Progress against strategic goals (25 min)
- [ ] Test strategic assumptions (25 min)
- [ ] Adapt the plan (25 min)
- [ ] Resourcing and trade-offs (15 min)
- [ ] Next-quarter priorities and owners (15 min)

## Facilitator tips

- Spend real time testing assumptions, not just reading results.
- Make adapting the plan a normal act.
- Reallocate resources to match the adapted strategy.
- Leave with a focused set of priorities and owners.

## Notes / Decisions

Progress against goals:

Assumptions tested:

Plan changes:

Next-quarter priorities and owners:

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