Close against the original finish line
Quarterly review & replanning
Close the quarter against the original finish line, record lessons, and decide whether work continues, changes, or stops.
Review the original Definition of Done
At end of quarter, each outcome is reviewed against its original Definition of Done — the objectively verifiable completion condition set at the start, not a redefined one that makes the result look better.
Examine the supporting evidence. Mark the outcome Done, Partial, or Missed based on what actually happened, not what was intended.
Record lessons and unresolved constraints
For each outcome, record what was learned and which constraints remain unresolved. A missed outcome with an honest lesson is more valuable than a quietly redefined 'done.'
Decide whether the work should continue, change, or stop. The platform does not automatically carry unfinished outcomes forward — that decision belongs to the owner.
Revisit the destination and constraint
Revisit the one-year destination and the current operating constraint before choosing the next quarter's outcomes. The constraint may have moved; the destination may have sharpened. The next quarter is chosen against current reality, not last quarter's assumptions.
Preserve history
Historical plans and decision records are preserved. A closed quarter stays closed — its outcomes, evidence, and lessons remain readable so the company can see how its direction evolved and why.
Do not present drafts as approved plans. A quarter that was never approved is not part of the historical record of decisions the business owned.
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