Peak Command · Guide · Quarterly review
The quarterly business review
with a stop list.
Half a day for direction: goals in review, plan against forecast and reality, decisions checked, a stop list and at most three goals. Put together your quarterly questions here.
What must your next quarterly review decide?
2 questions in the plan. First question: Which goals did you reach, which did you miss, and why?
The quarter in four questions
What did we achieve? What surprised us?
Which goals did you reach, which did you miss, and why?
A quarter is long enough to learn something and short enough to change course.
The quarterly review is the meeting where direction is decided. It looks at goals, at the roadmap with plan, forecast and reality, and at decisions whose effect is now visible. Peak Command builds the quarterly agenda and reads goals from Peak Goals and initiatives and milestones from Peak Year.
From reading to doing
Your quarterly questions. For the next review.
The next quarter.
2 questions selected
- Which goals did you reach, which did you miss, and why?
One reason per missed goal, without blame.
- What turned out differently from the plan, and what do you learn from it?
Surprises are the best data of the quarter.
What makes a quarterly review
honest.
Plan, forecast and reality stand side by side. Missed goals have a reason. And at the end the roadmap is shorter than before.
Which goals did you reach, which did you miss, and why?
One reason per missed goal, without blame.
Plan · forecast · realityWhat was planned, what was expected along the way and what happened.
Review decisionsWhich of the quarter's decisions met their criterion?
A stop listAt least one initiative ends on purpose before something new starts.
The playbook
Half a day, three parts.
Look back,
cut, align.
Review → Stop list → three goals
- 01
Look back with three columns.
For each initiative, put plan, forecast and reality side by side. The gap between forecast and reality shows how well you plan; the gap between plan and reality, how much you take on.
Example · Q3 (fictional)Plan: 8 milestones. Forecast in August: 7. Reality: 5.
Cause: two projects were waiting for client approvals. - 02
Cut before you add.
Review earlier decisions against their criteria and drop initiatives that no longer fit the goals. Peak Command warns when too much runs at once and shows which goals no initiative supports.
Stop list11 running initiatives, team capacity for about 7.
4 initiatives stopped or moved, each with a reason noted. - 03
Three goals, clearly worded.
Set at most three goals, each with a metric, a date and an owner. Scenarios help estimate the consequences; they change nothing until you apply them in the owning product.
Sharpen a goal
“12 new retainer clients by 31 Dec, owner: Lea.”“More new customers.”
Your quality check
Is your quarterly review complete?
Tick what you have checked. Your selection stays in this view only.
0 of 4 points checked
What this article is based on.
Editorial guide with a fictional example and made-up numbers. Quarterly agenda, roadmap with plan, forecast and reality, focus warning, goal coverage and scenarios exist in Peak Command today.
- Evidence pending
Editorial guide with fictional companies and numbers. No customer data, no measured values, no customer results.
Work through the next quarter.
The scenario planner calculates locally with your numbers, without an account and without saving.
Frequently asked questions
Why stop initiatives?
Because capacity is limited. If you stop nothing, the same time is spread over more and more undertakings.
Do scenarios change my plan?
No. A scenario in Peak Command changes nothing until you apply it in the responsible app.
Who should attend?
Whoever decides on goals, budget and capacity. Everyone else receives the result.