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Prepare a strategic review

This guide is for strategy leads, steering teams, and key result owners. A review should help you decide which gap to investigate, who should investigate it, and by when.

Get ready for the review​

You need Strategy read access. Select the right organization and gather the period, the goal, and the latest readings available. If you still need to configure the key result, see Turn a goal into a measurable result.

  1. Open Strategy → Alignment Map. Find the “Service quality” axis, then the “Improve delivery punctuality” goal.
  2. On the goal, select Open strategic goal details. In Key Results, find the delivery punctuality result. Check Programs and Projects to see the items linked directly to the goal.
  3. If a project is linked through a program, open the program if you have access. The goal’s Projects tab shows projects linked directly to the goal outside a program.

Interpret the gap before deciding​

Open KPI Trend from the key result. Compare readings and planned values for the same date and in the same unit. If March shows 88% on-time deliveries against a planned 90%, the result is 2 percentage points below plan. The 95% target still applies at the end of June.

On the map or the goal detail page, Gap compares actual progress with expected progress. In the example, the two points describe the difference between two KPI values. Read the progress shown by STRATIS 360 separately. If the screen shows No data, ask the owner whether a reading is available for the period before drawing a conclusion.

Record the result, the date of the reading, and the decision required. In the example, the team might ask the key result owner and the linked program lead to identify where delays are concentrated before the next monthly review.

See also the Strategy and OKR glossary.