Mid-quarter review
“We’re so busy doing the plan that nobody checks it still makes sense.”
A short session mid-quarter, or monthly, where the leadership team checks the plan against what’s actually happened, and changes course early.
Sound familiar?
“Nobody knows where we’ll land until the quarter ends.”
By then, it’s too late to change anything.
“When it’s not working, we just push harder.”
More effort on the same plan, when the plan is the problem.
“Nothing ever gets stopped.”
New work keeps arriving, and the old work never leaves.
What we do
A few hours with your leadership team, mid-quarter, to step out of the daily whirlwind and ask five questions:
Where are we now?
Where will we get to by the end of this quarter?
Are we doing the right things this quarter?
Are we doing them right?
What do we need to change to get the most out of the rest of this quarter?
Then we decide what to keep, change or stop, while there’s still time to act.
What it looks like when it works
You know how the quarter is going, and where you’ll land, with weeks still to go.
You change course early, while there’s still time to act.
Your priorities and people move to the work that matters most this quarter.
Something gets stopped, so the important work has room.
How it runs
1
Before: a one-page look at where you are against the plan, and what’s changed since you made it.
2
The review: a short session with the leadership team: what to keep, what to change and what to stop.
3
After: I follow up when we agree, to see what’s working and what isn’t, and support you as much or as little as you need.
You leave with
Decisions to keep, change or stop, made while there’s still time to act on them.
Formats
A few hours with your leadership team, or with a wider group across functions
Halfway or two-thirds of the way through the quarter, or monthly if you move fast
Run with you the first time, then by someone inside
Case studies
From silos to a leadership team that owned the strategy
Series C deep-tech scale-up
A Series C deep-tech scale-up got its leaders out of their silos and owning one strategy together, then launched a major new product and became cash-flow positive.
Read more
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From the founders' circle to one leadership team
Series C B2B SaaS scale-up, a few hundred people
A Series C B2B SaaS scale-up got its leadership team deciding together, and one OKR session cut a six-month project for 20 people to two months for three.
Read more
+
Who you’ll be working with
I spent six years at Google, then two at Amazon, where I led a 100-person organisation. Since then I’ve worked with 16 startup leadership teams, as a facilitator, trainer and coach.
I run every session myself.
What usually comes first: Quarterly planning · Quarterly kick-off
Know someone this would help?
Richard runs a short mid-quarter review, so the leadership team checks the plan against what’s happened and changes course early.
Next steps
Start with a free, 20-minute Clarity Call. Confidential, and no preparation needed.