Quarterly Strategic Refresh Facilitators Guide


The Quarterly meeting reviews progress, adjusts the strategic priorities, and sets the specific strategic targets for the coming quarter. More importantly, it keeps the leadership team connected to the overall strategy, which otherwise starts to get abstract as the year goes on.

When possible, we recommend scheduling a 1 to 2 day off-site for this meeting. Moving off site helps the group step away from the day-to-day operations, and provides better opportunities for reinforcing the relationships you need in place in order to work through challenging questions.

During this meeting, teams review their strategic progress and establish targets for the next 90 days.

Use this template as a starting place when designing your Quarterly Refresh, and adapt the agenda to fit your team.

The PDF download includes: 

  1. Introduction
  2. Scheduling and Logistics Tips
  3. Agenda
  4. Step-by-Step Instructions
  5. Preparing For the Meeting
  6. During the Meeting
  7. After the Meeting
  8. Questions That Encourage Reflection
  9. Additional Resources
  10. About the Author