Monthly Review: Did we do what we said would get done? Involve the Staff.

Quarterly Review: Are we still working on the right things? Are we on-track to achieve the annual goals? Involve the Staff and Board.

Review Executive Dashboard

Review Metrics

• Check if there is a consensus on status
• Do a gap analysis on “reds” and “blanks”
• Understand root cause of reds
• Define and document plan adjustments

Review Projects

• Check if there is a consensus on status
• Do a gap analysis on “reds” and “blanks”
• Understand root cause of reds
• Define and document plan adjustments

Review Strategic Plan

• Identify other highlights or gaps

Review Processes

• Check if there is a consensus on status (for recently developed processes)
• Do a gap analysis on “reds” and “blanks”
• Understand root cause of reds
• Define and document plan adjustments
• Check if Process Summaries have been approved or review one per month

Review Process Masterplan

• Identify other highlights or gaps
• Check if other processes need to be added to the Exec Dashboard

Critique

• Identify document synergies/overlap
• Identify ideas to further streamline the review

Open the document and download here:

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