Day 1: Reading Results and Testing Assumptions

Preparing the Strategy Review

• Define questions and decisions in advance
• Select issue-linked indicators and initiatives
• Distribute concise materials before the meeting
• Prepare review pack for one priority

Types of Deviation

• Distinguish level trend and velocity deviation
• Compare performance with trajectory and target
• Assess effects of deviation on results
• Analyze case showing mixed performance patterns

Testing Strategic Assumptions

• Review evidence underlying the original choice
• Detect external changes weakening an assumption
• Distinguish assumption failure from weak execution
• Test three critical assumptions

Day 2: Diagnosing Causes and Designing Intervention

Applied Multi-Level Diagnosis

• Examine decision process capability and environment
• Identify cause explaining most of gap
• Avoid assigning gap to execution failure
• Build causal map for strategic deviation

Performance Improvement Options

• Choose process, resource, or priority changes
• Estimate intervention impact, speed, and cost
• Select interventions requiring pilot before scale
• Compare alternative improvement packages

Planning Strategic Redirection

• Determine when operating correction is insufficient
• Adjust objective initiative or pathway
• Protect strategic coherence after change
• Simulate a strategic redirection decision

Day 3: Leading Review Dialogue and Learning

Leadership Review Dialogue

• Ask questions exposing causes, not excuses
• Protect dissenting viewpoints from consensus pressure
• Define a clear decision per issue
• Role-play a quarterly strategy review

Documenting Decisions and Learning

• Record changed assumptions and supporting evidence
• Assign action owner and review date
• Capture lessons reusable across later cycles
• Create a strategic learning register

Performance Improvement Laboratory

• Present a complete stalled-performance case
• Defend diagnosis and proposed intervention
• Revise recommendations following substantive critique
• Approve improvement plan with later review

• Concise review packs based on real results and initiatives
• Causal analysis separating execution from strategy problems
• Leadership review simulations with constructive dissent
• Decision laboratory ending in an improvement plan