Lean Strategy Refresh

Things change. And in business, things change quickly. That’s why it’s important to Refresh your Lean Strategy on a regular basis.

We recommend refreshing at least once per quarter, though more frequent updates may be necessary for your organization and your industry. A well run Refresh effort should take no more than half the time of the original discovery.

Refresh Activities

A Refresh involves many of the steps that occurred during Discovery and Planning, but abbreviated. Instead of capturing everything anew, a Refresh updates the reviews progress since the last planning session, updates prior research, identifies what’s new and updates the strategic needs and actions for the upcoming quarter.

Lean Strategy Review Progress

Review Progress
Update Prior Research

Update Prior Research
Discuss What's New

Discuss What’s New
Update Needs
Update Needs, Actions & Story
Recap and Close
Recap & Close

Click to learn about the role of Lean Strategy Coaching between each Refresh.

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