Facilitating action and strategy review sessions

In the approach 'Doing, learning, and adjusting' we distinguish between two types of sessions:

• In the action review session, you and your team answer the question: are we doing things right? It concerns a periodic session focused on the progress of the actions.
• The strategy review session focuses on the progress of the strategies and thus answers the question: are we doing the right things?

Action Review Session

In the session, the team discusses the actions that are not going according to plan and how they can improve the execution of these actions. Present the progress reports on a screen so that all team members can see the correct information.

• Go to 'Process status' in the menu.
• On the page, you will see information about the next action session. Click on the 'Read reports' button.

You now see an overview of the actions and their most recent progress reports. If desired, you can still adjust the screen to your preferences.

For the action review session, there are two handy bookmarks:

• Action review session:
  • You see the actions that meet these criteria:
    • The traffic light is orange or red or no traffic light is set.
    • The status of the action is 'In progress' or the action has a start date in the past (the action should have already started).
• Action review session: Completed since the last session
  • You see the actions that have received the status 'Completed' since the last session. This way, you can verify together whether the actions are truly completed.

Strategy review session

In the session, the team discusses the strategies and how they can improve the results. Present the progress reports on a screen so that all team members see the correct information.

• Go to 'Process status' in the menu.
• On the page, you will see information about the upcoming review session. Click on the 'Read reports' button.

You now see an overview of the strategies, kpis, and associated actions.

There is also a handy bookmark for the strategy review session. You see the following items:

• The strategies
• The kpis
• The actions that meet these conditions:
  • The traffic light is amber or red, or there is no traffic light set.
  • The status of the action is 'In progress' or the action has a start date in the past (the action should have already started).

Compose your own report

You can compile the report according to your own needs. You can read all about it in this article:

Report on OGSM's