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Prepare a program review

This guide is for program owners and teams overseeing delivery. Use the review to identify a gap, find the projects involved, and decide on an action with their owners.

Get ready for the review​

You need read access to the program. In Programs → Program Space, select “Distribution improvement.” Gather the review date, the expected result, and the latest available data. In the example, the question is “What is keeping routes from departing on time?”

Read progress and review projects​

  1. In Dashboard, find Global progress. Compare actual progress with the level expected on the review date. Use the project and key result health summaries to decide what to examine.
  2. In OKR Tracking → Projects, find “Optimize delivery routes” and “Improve picking slot reliability.” Expand a project to see its key results when available.
  3. In OKR Tracking → Key Results, select the title of the on-time departures result to open KPI Trend. Review the project key results that contribute to the program result. If data is missing, identify the owner and the period to check before making a decision.

Gap compares actual progress with expected progress. For example, 45% actual progress against 60% expected is a gap of 15 percentage points. The on-time departure rate is the KPI value. Read it separately in the key result’s tracking view.

In the program header, select View mini map. Follow the links between the strategic goal, the program, and project contributions. If an expected contribution is missing, check the project’s program link and its key result’s Parent KR. Open the mini map from the program page. The Alignment map entry in the Programs menu currently shows a coming-soon screen.

Record the gap, the dependency involved, and the agreed action with an owner and a due date. In the example, the team could ask both project leads to establish whether delays occur before loading or at departure, then bring the following week’s data.

See also Align the program’s key results and Prepare a strategic review.