Worksheet: Fix a monthly review of the objectives page

When the monthly meeting reads the financials, the objectives come up only if someone remembers them. This sheet sets a monthly review of the objectives page and a quarterly one, and puts the dates in the diary. It builds the Competent step of the check:

A standing monthly review looks at the objectives and their measures together on one page with the owners present, and a quarterly review asks whether the objectives still make sense.

Step 1. Terms of reference

Item	Monthly review	Quarterly review
Purpose	Act on the objectives and their measures	Ask whether the objectives still make sense
Input	The objectives page with this month's measures	The same, with the assumptions behind each target
Who attends	The management team and every measure owner	The management team
Length	90 minutes	Half a day
Output	Actions with an owner and a date	Each objective kept, changed or dropped

Step 2. The front page

Show only the measures that moved outside their range, with the owner's comment.

Measure	This month	Target	Moved by	Owner's comment

Step 3. The diary for the year

Month	Monthly review date	Quarterly review?
1
2
3		Yes
4
5
6		Yes
7
8
9		Yes
10
11
12		Yes

Done when: the monthly review has run with the owners present, and a quarterly review has asked whether the objectives still make sense.

Adapted from our own PMO training (PSP, 2011).