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Step 5: Review Rhythm & Reset Triggers
β†ͺ️

Step 5: Review Rhythm & Reset Triggers

πŸͺ§ Why This Matters

Strategy does not fail all at once. It drifts.

Pressures accumulate. Assumptions harden. Tensions resurface. Priorities blur.

This step establishes how you will stay oriented over time.

By noticing when it needs adjustment.

⏱ Part A: Review Rhythm

Decide how often you will revisit orientation β€” not just performance metrics.

Review Type
Frequency
Focus
Executive posture check
Are we aligned to higher intent?
Board strategic review
Are anchors holding?
Priority progress review
Are resources still aligned?
Capability check-in
Are we building the intended muscle?

Guidance:

  • Keep cadence realistic.
  • Orientation reviews should feel reflective, not reactive.
  • Link them to existing governance cycles where possible.

If review only happens during crisis, rhythm is broken.

🚨 Part B: Reset Triggers

Define what would trigger a formal strategic reset.

These are not minor adjustments. They are material shifts.

Trigger Event
What Would Reset?
Loss of major funding stream
Revisit posture & priorities
Regulatory overhaul
Revisit anchors & flex
Significant workforce loss
Revisit capability focus
Reputational crisis
Revisit higher intent framing

Be specific.

If triggers are vague, resets become political rather than principled.

πŸ“Š Part C: Assumption Check

Return to the fragile assumptions identified in Step 1.

Choose 2–3 to actively monitor.

Assumption
Monitoring Method
Review Frequency

βš–οΈ Part D: Tension Rebalance

Tensions do not disappear. At each review cycle, ask:

  • Has our lean shifted unintentionally?
  • Are we over-correcting in one direction?
  • Do we need to rebalance?
Tension
Current Lean
Still Intentional? (Y/N)

πŸ“Œ Step 5 Summary

Element
Agreed Rhythm
Review Cadence
Reset Triggers
Assumptions Being Monitored
Tensions Being Watched

🧭 Close the Loop

Strategy in motion is not about certainty. It is about:

  • Clear intent
  • Deliberate posture
  • Conscious trade-offs
  • Disciplined review

When rhythm is clear, adjustment does not feel like failure.

It feels expected.

πŸ“„ Strategy Sprint Summary (1-Page Communication Draft)

Use this page to prepare a concise internal summary.

Keep it tight. No paragraphs longer than 3 lines.

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Open the template

🧭 Closing remarks: Strategy in Motion

You’ve clarified:

  • What must hold
  • The future you are shaping
  • The role you are committing to
  • The trade-offs you are making
  • The authority and rhythm that will keep this alive

This is not a fixed plan.

It is a centre you return to.

Strategy will need adjusting.

Pressures will shift.

Tensions will re-emerge.

That is expected.

What matters is that you now have:

  • A clear higher intent
  • Named boundaries
  • Conscious posture
  • Agreed decision rights
  • A review rhythm

When conditions change, return here.

πŸ—ΊοΈ

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