Mid-quarter review
“We’re so busy doing the plan that nobody checks it still makes sense.”
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.
“We keep working on the same priorities even when things have changed.”
Any changes are saved until the next quarter, when it’s too late.
“Nothing ever gets stopped.”
New work keeps arriving, and the old work never leaves.
What we do
We pause mid-quarter to check in on progress and make course corrections. We’ll figure out where you are now and where you expect to be by the end of the quarter if nothing changes, and decide what you need to change now, and what can wait until the start of the next quarter. This might include priorities, approach, resource allocations, or plans.
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.
You stop working on things that no longer matter, so the important work has room.
How it runs
Before
Each team writes a one-page update on current progress, what they expect to happen by the end of the quarter, and their biggest obstacles.
During
We bring the leaders together to review each other’s updates and discuss changes to be made.
After
You implement the changes, and we meet to review anything that remains outstanding and prepare for the next quarter.
You leave with
Decisions to keep, change or stop, made while there’s still time to act on them.
Typical format
How long: from two hours to a full day
Where: online, in your office, or at an offsite
Preparation and support: by email and video call, as much or as little as you need
Options: dedicated reviews for each team as needed
Case studies
From silos to a leadership team that owned the strategy
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
+
From the founders' circle to one leadership team
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 run every session myself.
I spent six years at Google, then two at Amazon, where I led a 100-person organisation. Since then, I’ve worked with over 200 leaders and 16 startup leadership teams as a facilitator and coach.
If I’m not the right person to help, I’ll introduce you to someone who could be.
What usually comes first: Quarterly planning · Quarterly kick-off
Know someone this would help?
Here’s a line you can send them:
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.