Monthly Strategy Review Agenda Template
Strategic PlanningStrategy Review Sample AgendaWelcome Strategy Leader!To help you run an effective strategy review, we’ve provided a sampleagenda template for you to leverage at your next strategy review.This download includes:Sample Strategy Review AgendaSample Leaders Strategy Review Agenda
Company Logo Monthly Strategic MeetingSet time each month, TBDPurpose: Report out on progress against plan, make changes to the plan, and determine the strategic focus forthe next 30 days.Prep: The status of all goals and initiatives has been updated for the entire team.Attendees: TBDI.WELCOME & INTRODUCTIONS II.FINANCIAL PERSPECTIVE III.For each corporate goal, report out: Comment on the performance of the key metric– movement from last month. Going well – what movement results are we seeing? And why? Not going well – what are we concerned about? What are we doing about it? Note learnings – what did we learn last month?OPERATIONAL PERSPECTIVE V.For each corporate goal, report out: Comment on the performance of the key metric– movement from last month. Going well – what movement results are we seeing? And why? Not going well – what are we concerned about? What are we doing about it? Note learnings – what did we learn last month?CUSTOMER PERSPECTIVE IV.Purpose of the meeting.CEO introduction/ kick-off.For each corporate goal, report out: Comment on the performance of the key metric– movement from last month. Going well – what movement results are we seeing? And why? Not going well – what are we concerned about? What are we doing about it? Note learnings – what did we learn last month?PEOPLE PERSPECTIVE For each corporate goal, report out: Comment on the performance of the key metric – movement from last month. Going well – what movement results are we seeing? And why? Not going well – what are we concerned about? What are we doing about it? Note learnings – what did we learn last month?www.OnStrategyHQ.com
Company Logo VI.SPECIAL TOPICS VII.For each special topic, report out: Are we on or off target? Focus for the last 30. Focus for the next 30. Asks of the group.WRAP UP & FOCUS FOR THE NEXT MONTHwww.OnStrategyHQ.com
Company Logo Monthly Strategy Review Meeting - LEADERS AGENDASet time each month, TBD by clientPurpose: Report out on progress against plan, make changes to the plan, and determine the strategic focus forthe next 30 days.Prep: The status of all goals and initiatives has been updated for the entire team.Attendees: Leadership Team*Rearrange/customize agenda perspectives based on your plan. Reorder or eliminate perspectives if appropriate.Prior to Each Meeting: Comb through the plan to note:o Goal status’ – know what is on and off target.o Goal updates – know what has or hasn’t been updated.o Internal dynamics – note common themes and/or other things of note.I.WELCOME & INTRODUCTIONS II.Purpose of the meeting.CEO introduction/ kick-off.FINANCIAL PERSPECTIVETalking Point: The goal is and what we are trying to achieve is Performance Measure #1 Performance Measure #2 III.For each corporate goal, report out: Comment on the performance of the key metric– movement from last month. Going well – what movement results are we seeing? And why? Not going well – what are we concerned about? What are we doing about it? Note learnings – what did we learn last month?CUSTOMER PERSPECTIVETalking Point: Our initiatives to accomplish the goal are progressing as follows:are on target out of total initiativesnumber of cross functional initiatives and number of departments w/ initiatives IV.For each corporate goal, report out: Comment on the performance of the key metric– movement from last month. Going well – what movement results are we seeing? And why? Not going well – what are we concerned about? What are we doing about it? Note learnings – what did we learn last month?OPERATIONAL PERSPECTIVEwww.OnStrategyHQ.com
Company Logo Talking Point: Looking at our cross-functional initiatives, here is what is going on . We accomplished the following initiatives last month – kudos to We are focused on . this coming month and need your help as follows Help or anything new that you see happening org-wide that we should think about in the contextof achieving this goal? (open it up to discussion here)Prior to Meeting: Comb through the plan to note:o Goal status’ – know what is on and off target.o Goal updates – know what has or hasn’t been updated.o Internal dynamics – note common themes and/or other things of note. V.For each corporate goal, report out: Comment on the performance of the key metric– movement from last month. Going well – what movement results are we seeing? And why? Not going well – what are we concerned about? What are we doing about it? Note learnings – what did we learn last month?PEOPLE PERSPECTIVETalking Point: Our initiatives to accomplish the goal are progressing as follows:are on target out of total initiativesnumber of cross functional initiatives and number of departments w/ initiatives VI.For each corporate goal, report out: Comment on the performance of the key metric – movement from last month. Going well – what movement results are we seeing? And why? Not going well – what are we concerned about? What are we doing about it? Note learnings – what did we learn last month?SPECIAL TOPICS VII. For each special topic, report out: Are we on or off target? Focus for the last 30. Focus for the next 30. Asks of the group.WRAP UP & FOCUS FOR THE NEXT MONTHReaffirm the next meeting dateOutline any changes to the plan that will be made as a result of the meeting.Outline next steps based on any “offline” items that need to be taken up by the team.www.OnStrategyHQ.com
agenda template for you to leverage at your next strategy review. This download includes: Sample Strategy Review Agenda Sample Leaders Strategy Review Agenda Strategic Planning Strategy Review Sample Agenda Company Logo
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average monthly income or net operating loss. Small Business Startup Eligibility Calculation Reduction in Average Monthly Income Net Operating Loss 1.2 X Average Monthly Income (Prior to March 1, 2020) Average Monthly Income (March 1, 2020 to August 31st 2020) Monthly Cash Flow ( ) Monthly Cash Flow (-) Monthly Cash Flow (-) Monthly Cash Flow ( )
January monthly files – March 15th February monthly files – April 15th March monthly files – May 15th April monthly files – June 15th May monthly files – July 15th June monthly files – August 15th July monthly files – September 15
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Figure 4 shows the first page of the template for deliverables, in Microsoft Word 2010 format. The full template is reported in Annex I. Figure 4: Screenshot of the first page of Deliverable template . . Figure 7 shows a screenshot of the Meeting agenda template. Figure 7: screenshot of the Meeting agenda template . 3.5 Progress report template
Using the Practices to Build an Agenda DIRECTIONS Each person on your team will review the template, and your team will discuss, How does the template reflect the five practices? Then, your team will use this template to either: 1. Rework an agenda from a previous meeting; or 2. Create an agenda related to an action step you identified in .
EVALUATION REPORT REVIEW TEMPLATE Bureau for Policy, Planning and Learning August 2017 EVALUATION REPORT CHECKLIST AND REVIEW TEMPLATE-4 Evaluation Report Review Template This Review Template is for use during a peer review of a draft evaluation report for assessing the quality of the report.
Keywords with the- Agile software development, Scrum I. INTRODUCTION Scrum [16, 29] is the most often used [6, 30, 31] agile [10] software development methodology among teams that utilize an agile methodology. A large-scale survey [31] deployed in the software engineering industry from June/July 2008 received 3061 respondents from 80 different countries. For the question “Which Agile .
