# Strategic Initiative Review Template

Purpose: Track the initiatives funding your strategy, deep-dive the ones at risk, and make explicit accelerate, hold, or stop decisions with clear owners.

- Duration: 75 minutes
- Cadence: Monthly
- Participants: Initiative owners and leadership team (5-12 people)

## Agenda

- [ ] Portfolio snapshot, on track / at risk / off track (10 min)
- [ ] On-track initiatives confirmation (10 min)
- [ ] At-risk initiative deep dives (25 min)
- [ ] Resource and dependency check (12 min)
- [ ] Accelerate, hold, or stop decisions (13 min)
- [ ] Actions and owners (5 min)

## Facilitator tips

- Spend time on at-risk initiatives, not healthy ones.
- Push for root cause, not a status color.
- Make stopping an initiative a respectable decision.
- Surface resource conflicts before they stall delivery.

## Notes / Decisions

Portfolio status:

At-risk deep dives:

Resource and dependency issues:

Accelerate / hold / stop decisions:

Actions and owners:

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