Executive summary
A practical template for running a quarterly strategy reset. It reopens the assumptions behind each funded priority, tests them against fresh evidence, and supports a clear, recorded call on whether each priority continues, changes course or ends.
What is inside
The 13 sections
Thirteen sections that cover the decision and when to use it, the evidence standards, a repeatable scoring and calculation method with a single rule for what counts as critical, decision rules, an operating cadence, governance gates and risks, KPIs with attribution rules, and a fully synthetic worked portfolio with a failure case and practice exercise. Copy-ready tools include an assumption register, source log, research question log, decision worksheet and challenge checklist.
- Purpose and decision
- Context and applicability
- Inputs and evidence
- Definitions and assumptions
- Method and analytical logic
- Current-state assessment
- Options and business case
- Recommended design
- Execution and activation
- Governance and risk
- Measurement and benefits
- Worked example and practice
- Working tools and references