The Monthly Strategic Review: How to Keep Your Business on Course
A monthly strategic review is one of the highest-leverage habits a leadership team can build. Here's exactly how to run one that keeps your business sharp and relevant.
WHY MONTHLY REVIEWS MATTER
Quarterly planning is essential. But a lot can change in 90 days. The monthly strategic review is the mechanism that keeps your leadership team connected to reality between planning cycles.
THE OUTSIDER LENS
The most valuable thing you can do in a monthly review is look at your business the way an outsider would. What would a smart, objective observer say about your strategy, your execution, and your competitive position?
This requires deliberate effort. It's easy to get caught up in the day-to-day and lose the strategic perspective.
THE MONTHLY REVIEW AGENDA
• Personal Good News (5 min): Start with wins — personal and professional.
• Monthly Strategic Training Topic (15 min): Read and discuss one article or chapter relevant to your strategy.
• Review of Strategic Objectives (20 min): Are we on track? What's blocking us?
• Key Strategic Metrics Review (20 min): What do the numbers tell us?
MAKING IT A HABIT
Schedule it on the same day every month. Protect it. Prepare for it. The companies that do this consistently are the ones that stay ahead of their markets.
Does this resonate with you?
Ron works with IT services and growth-stage companies to build the leadership clarity and execution discipline that drives results.
Reach out to Ron