The document outlines best practices for conducting a quarterly strategic review, emphasizing the importance of reviewing past performance, updating SWOT analyses, and choosing strategic projects for the upcoming quarter. It details a structured agenda for the review, including a one-page strategic plan covering core values, target markets, and strategic positioning. Key topics include accountability, identifying strengths and weaknesses, and ensuring participative discussion during the review process.

1. Quarterly Strategic Review
Best practices based on research and direct observations
of thousands of RESULTS.com client firms
Presenter: Stephen Lynch
Role: Head of Strategy & Consulting at RESULTS.com
Email: Stephen.Lynch@Results.com
Linkedin: linkedin.com/in/stephengeoffreylynch
Slides: results.com/slides

2. Agenda
Quarterly Strategic Review (4 hrs)
- Review Progress and Lessons from last quarter
- Update SWOT Analysis
- Choose Strategic Projects for next quarter
One Page Strategic Plan “Deep Dive” (2 hrs)
- Q1: Core Values, Core Purpose, BHAG
- Q2: Target Market, Value Discipline, Core vs Non Core Activities
- Q3: Strategic Positioning, Key Benefits, Brand Promise
- Q4: Industry Analysis, 3 to 5 Year Strategic Moves, Numerical Targets

3. Core Values
BHAG
Core Purpose
Geographic Focus
Target Market Customer
Value Discipline
Core vs. Non-Core Activities
Strategic Positioning
Key Benefits
Brand Promise
3 to 5 Year Strategic Moves
Numerical Targets
SWOT Analysis
Current Strategic Projects
Key Performance Indicators
RESULTS.com - One Page Strategic Plan

4. House Rules
Participate:
- Cell phones off. This is your future you are creating. Get involved.
Trust:
- Open, honest discussion. Speak up. Share your ideas and opinions
Conflict:
- Productive conflict is OK. Passionately debate the issues
Commit:
- Everyone must commit to final decision
Accountability for RESULTS:
- Make promises that you fully intend to keep

6. @RESULTScoach

7. Review Progress and Lessons
from last quarter

10. Notable ACHIEVEMENTS?

13. Who in your team demonstrated one of your CORE VALUES
in way that was highly memorable in the last quarter?

15. Strategic Project #1

16. Strategic Project #2

17. Strategic Project #3

20. Review METRICS - Pick 1 that performed well last quarter

21. Review METRICS - Pick 1 that performed poorly last quarter

22. What valuable LESSONS did you learn
during the last planning cycle?

23. What NEW things do you need to START doing?
(Things that you are not doing yet, but you consider important for your future success)

24. What CURRENT things do you need to KEEP doing?
(Things that add value that need to be preserved / continued / enhanced)

25. What CURRENT things do you need to STOP doing?
(Things that are not working out / things that used to be valuable but are past their "use by" date / projects or initiatives that have failed to deliver
the expected results and need to be shelved / activities or behaviors that are no longer appropriate / product or service lines that should no longer
be offered because they are not important to your future success )

27. BHAG
(Big Hairy Audacious Goal)

29. Review your BHAG (Big Hairy Audacious Goal)
Comment on the amount of progress your organization has made (or not made) since the last planning session?

30. 3 to 5 Year Strategic Moves

34. 3 to 5 Year Strategic Move #1
Comment on the amount of progress your organization has made (or not made) since the last planning session?

35. 3 to 5 Year Strategic Move #2
Comment on the amount of progress your organization has made (or not made) since the last planning session?

36. 3 to 5 Year Strategic Move #3
Comment on the amount of progress your organization has made (or not made) since the last planning session?

37. SWOT Analysis

39. Be specific with SWOT: Use 3 to 5 word statements

40. Think like an investor. Would they agree with you?

41. What are the top strengths / assets / competencies within your
business you can leverage (or build) in the next 12 months?
Rank your Top 5 Strengths in order:

42. What are the biggest weaknesses within your operation
that could be fixed or improved in the next 12 months?
Rank your Top 5 Weaknesses in order:

43. What opportunities can you pursue over the next 12 months
that will help position your organization for future success?
Rank your Top 5 Opportunities in order:

44. What external threats do you need to reduce
(or closely monitor) to ensure they do not derail your plans?
Rank your Top 5 Threats in order:

45. ★
★
★
★
★
★
○
○
○
★
SWOT Analysis - best practices

47. Current Strategic Projects

52. List of potential Strategic Projects

53. What are the top 3 Strategic Projects your organization
needs to execute in the coming period (quarter)?
Current Strategic Project Due
Date
Person
Accountable
1.
2.
3.

54. What does being accountable overall
for the execution of a Strategic Project mean?

58. What factors could negatively impact this project?

59. What actions could we take to eliminate or reduce
the factors could negatively impact this project?

65. What factors could negatively impact this project?

66. What actions could we take to eliminate or reduce
the factors could negatively impact this project?

71. What factors could negatively impact this project?

72. What actions could we take to eliminate or reduce
the factors could negatively impact this project?

78. In “The Red”?
What’s happening here?
What 1 thing can we do this week to
improve this?
What support do you need?

79. ★
★
★
★
★
★
★
★
★
Strategic Projects - best practices

80. Agenda
Quarterly Strategic Review (4 hrs)
- Review Progress and Lessons from last quarter
- Update SWOT Analysis
- Choose Strategic Projects for next quarter
One Page Strategic Plan “Deep Dive” (2 hrs)
- Q1: Core Values, Core Purpose, BHAG
- Q2: Target Market, Value Discipline, Core vs Non Core Activities
- Q3: Strategic Positioning, Key Benefits, Brand Promise
- Q4: Industry Analysis, 3 to 5 Year Strategic Moves, Numerical Targets