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Strategy review agenda

How should leaders review evidence, choices, progress, and changed assumptions?

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Start with a clear working structure.

The strategy review agenda turns a recurring piece of work into a record that another person can understand and continue. The working view makes outcomes, evidence changes, and metric trend visible so discussion can move from general opinion to a specific action or decision.

Strategy review agendaGuided working template
Step 1Context and intent

Define the measurable result, target group, deadline, evidence of success, and guardrail that must not deteriorate. Cite the current evidence, its source and date, the relevant signal, and any limitation affecting confidence. Complete the remaining items so this section is ready for review and use.

Step 2Assessment and design

Describe the event and consequence, rate materiality, name the leading indicator, mitigation owner, and escalation trigger. Compare credible options against explicit criteria, including upside, downside, reversibility, cost, and opportunity cost. Complete the remaining items so this section is ready for review and use.

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