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  • Monthly Strategy Review Agenda Template

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    Timothy Turyagyenda
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    The document outlines an agenda for a monthly strategic meeting. It includes sections to report on progress against financial, customer, operational, and people perspectives for corporate goals. For each goal, the meeting will discuss key metric performance compared to last month, what is going well and why, what is not going well and the plan to address it, and learnings from the prior month. Special topics will also be reviewed on whether targets are being met and the focus for the past and next 30 days. The meeting aims to assess progress and determine strategic focus for the upcoming 30 days.

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    The document outlines an agenda for a monthly strategic meeting. It includes sections to report on progress against financial, customer, operational, and people perspectives for corporate goals. For each goal, the meeting will discuss key metric performance compared to last month, what is going well and why, what is not going well and the plan to address it, and learnings from the prior month. Special topics will also be reviewed on whether targets are being met and the focus for the past and next 30 days. The meeting aims to assess progress and determine strategic focus for the upcoming 30 days.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    7 views2 pages

    Monthly Strategy Review Agenda Template

    Uploaded by

    Timothy Turyagyenda
    The document outlines an agenda for a monthly strategic meeting. It includes sections to report on progress against financial, customer, operational, and people perspectives for corporate goals. For each goal, the meeting will discuss key metric performance compared to last month, what is going well and why, what is not going well and the plan to address it, and learnings from the prior month. Special topics will also be reviewed on whether targets are being met and the focus for the past and next 30 days. The meeting aims to assess progress and determine strategic focus for the upcoming 30 days.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    <Company Logo>

    Monthly Strategic Meeting


    Set time each month, TBD
    Purpose: Report out on progress against plan, make changes to the plan, and determine the strategic focus for
    the next 30 days.
    Prep: The status of all goals and initiatives has been updated for the entire team.
    Attendees: TBD

    I. WELCOME & INTRODUCTIONS


    • Purpose of the meeting.
    • CEO introduction/ kick-off.

    II. FINANCIAL 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?

    III. CUSTOMER 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?

    IV. OPERATIONAL 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?

    V. 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


    • 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.

    VII. WRAP UP & FOCUS FOR THE NEXT MONTH

    www.OnStrategyHQ.com

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