Quarterly Strategy Update

When to use this

Six sections that stay the same every quarter; the value comes from comparing the same shape across multiple quarters. Trend visibility beats novelty.

What’s included

• Headline
• 1. Against the plan
• 2. What worked
• 3. What didn't
• 4. What we learned
• 5. Looking forward — next quarter
• 6. What I need from you

What to customise before you use it

• Replace Q# YYYY with your real meeting, project, or stakeholder details.
• Replace Executive with your real meeting, project, or stakeholder details.
• Replace Board / Investors with your real meeting, project, or stakeholder details.
• Replace Date with your real meeting, project, or stakeholder details.
• Replace Win with your real meeting, project, or stakeholder details.
• Replace Miss with your real meeting, project, or stakeholder details.
• Replace Learning with your real meeting, project, or stakeholder details.
• Replace Specific ask with your real meeting, project, or stakeholder details.

# Quarterly Strategy Update — [Q# YYYY]
**From:** [Executive]   **To:** [Board / Investors]   **Date:** [Date]

## Headline
> One sentence. What was the quarter, in a line?

## 1. Against the plan
| Metric | Target | Actual | Variance | Trend (last 4 quarters) |
|--------|--------|--------|----------|--------------------------|
|        |        |        |          |                          |

## 2. What worked
- [Win] — why
- [Win] — why

## 3. What didn't
- [Miss] — why, and what we're doing about it
- [Miss] — why, and what we're doing about it

## 4. What we learned
- [Learning] — what changes in our model
- [Learning] — what changes in our model

## 5. Looking forward — next quarter
- Top 3 priorities
- Resources we're moving toward them
- What you'll see by next update

## 6. What I need from you
- [Specific ask]
- [Specific ask]