Quarterly Review
A quarterly review can help everyone on the team see what has been accomplished, what new learning has occurred, what is in process, what new ideas or opportunities have come up, and what problems or obstacles may have arisen. For clarity and ease of tracking, we recommend using a format that is consistent with the goals and milestones originally presented. A basic example is shown below.
Review for Quarter ______
Describe what has been accomplished, new learning, what is in process, what new ideas or opportunities have come up, and what problems or obstacles may have occurred. Describe changes needed to certain milestones or new milestones to add.
Goal
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Target
Completion
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Status as of [date]
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Milestone:
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Milestone:
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Milestone:
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Milestone:
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Milestone:
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Additional Comments:
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