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Sprint 9 · Module 05 of 10

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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

  1. Score the quarter just ended (OKRs, KPIs, risks).
  2. Decide what to start / stop / continue.
  3. Set OKRs and top-10 risks for the next quarter.

Pre-read pack

  1. OKR scorecard (0.0–1.0 per KR), with one-sentence narrative each
  2. KPI trend deck (rolling 6 months)
  3. Risk delta — what moved up, down, in, out of the top-10
  4. Pricing / capacity / hiring model refresh (from 04-pricing-model.md and bench plan)
  5. Strategic options memo (2–3 pages max, no slides)

Agenda (4 hours)

TimeItem
00:00–00:30OKR scoring — silent dot-vote, then debate the gaps
00:30–01:15KPI trends and what they mean — diagnose, not narrate
01:15–02:00Risk re-rank — top 10 next quarter
02:00–02:15Break
02:15–03:00Strategic options memo — debate, decide
03:00–03:30Next-quarter OKRs drafted (max 3 Objectives, 3 KRs each)
03:30–04:00Owners, 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)

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