The Problem
Without quarterly strategic recalibration:
- Teams execute monthly goals that no longer align with market reality
- Strategic shifts happen too slowly (waiting until annual planning)
- Big goals set in January become irrelevant by June, but no one adjusts course
- Executives operate on assumptions rather than validated quarterly data
- Opportunities get missed because "that's not what we decided in our annual plan"
The result: Rigid annual plans that can't adapt to changing conditions, and teams executing toward outdated objectives.
The Principle
QSR sets top-down strategic direction. MGR translates it into bottom-up execution.
This is the strategic counterbalance to monthly operational reviews:
- MGR (Monthly): Bottom-up intelligence and tactical execution
- QSR (Quarterly): Top-down strategic direction informed by that intelligence
QSR is where you:
- Verify big goals are still the right goals
- Process three months of operational intelligence from MGRs
- Set strategic direction for the next quarter
- Allow blue-sky thinking before locking into execution mode
- Make resource allocation decisions
This is conceptual before tactical. "What if?" before "Do this."