The V2MOM quarterly review keeps a V2MOM from becoming a document people wrote once and forgot. A V2MOM is meant to be living: vision and values stay stable, but methods, obstacles, and measures evolve as the quarter teaches you what is real. This V2MOM template structures that honest reassessment.
Run it once a quarter, after the prior quarter is closed and the numbers behind your measures are trustworthy. It pairs with a lighter weekly or monthly check-in: the quarterly review is where you actually adjust the plan, not just report on it.
Bring the leadership team plus the owners of methods and measures, five to twelve people. These are the people who can speak to what moved, what stalled, and what needs to change. Keep it to people empowered to adjust the plan.
Re-anchor on the stable vision and values, then score every measure against target with a real number. Reassess the methods next: a method that is not moving a measure should be reordered or retired, not carried forward out of habit. Revisit obstacles to see which materialized and which are new. Then make the adjustments explicit, updating methods, measures, and owners. Close on a clear focus for the next quarter so the review produces a refreshed plan, not just a status recap.
Keep your V2MOM living all year. Run it in OrgTP and track measures, methods, and owners quarter over quarter.
90 minutes total · 6 sections
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