05 — Quarterly Strategy Review (QSR)
When: Half day, second week of the new quarter Chair: CEO Attendees: Exec + invited functional leads + one independent advisor Pre-read: QSR pack, circulated 5 working days prior
Purpose
- Score the quarter just ended (OKRs, KPIs, risks).
- Decide what to start / stop / continue.
- Set OKRs and top-10 risks for the next quarter.
Pre-read pack
- OKR scorecard (0.0–1.0 per KR), with one-sentence narrative each
- KPI trend deck (rolling 6 months)
- Risk delta — what moved up, down, in, out of the top-10
- Pricing / capacity / hiring model refresh (from
04-pricing-model.mdand bench plan) - Strategic options memo (2–3 pages max, no slides)
Agenda (4 hours)
| Time | Item |
|---|---|
| 00:00–00:30 | OKR scoring — silent dot-vote, then debate the gaps |
| 00:30–01:15 | KPI trends and what they mean — diagnose, not narrate |
| 01:15–02:00 | Risk re-rank — top 10 next quarter |
| 02:00–02:15 | Break |
| 02:15–03:00 | Strategic options memo — debate, decide |
| 03:00–03:30 | Next-quarter OKRs drafted (max 3 Objectives, 3 KRs each) |
| 03:30–04:00 | Owners, dates, and Decision Log |
OKR rules
- 3 × 3 maximum (3 Objectives, 3 KRs each). If we cannot fit it, it is not a quarterly priority.
- KRs are measurable. "Improve onboarding" is not a KR. "Day-30 pulse response rate ≥ 70% on every cohort launched this quarter" is.
- Score 0.7 is success; 1.0 means we sandbagged.
- Tie OKRs to specific risk-register entries when they are mitigation.
Outputs
- New OKR doc published before week 2 of the quarter
- New top-10 risk list in
06-risk-register.md - Updated 12-month capacity + hiring plan
- Public Q-in-review note (internal, but transparent enough to share with investors / board on request)
