# V2MOM Quarterly Review Template

Purpose: Score the measures, reassess methods and obstacles, and make explicit adjustments so the V2MOM stays a living plan across the year.

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

## Agenda

- [ ] Vision and values recap (10 min)
- [ ] Score the measures against target (25 min)
- [ ] Reassess and reorder the methods (20 min)
- [ ] Revisit obstacles, old and new (15 min)
- [ ] Adjust the plan with owners (15 min)
- [ ] Confirm next-quarter focus (5 min)

## Facilitator tips

- Keep vision and values stable; change methods and measures.
- Require a number for every measure.
- Retire methods that are not moving a measure.
- Capture every adjustment with an owner.

## Notes

Measure scores:

Method changes:

Obstacles, old and new:

Next-quarter focus and owners:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/v2mom-quarterly-review