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Doing, learning and adjusting: how to keep your plan alive

Picture this: the kickoff was great. The team spent two energizing sessions building the OGSM, the plan fits on one page, everyone left the room motivated. Three months later you find the plan again, in a folder, untouched. Sound familiar? It should. It’s the most common way good plans die.

The uncomfortable truth: creating the OGSM is the easy part. The plan is a beginning, not a result. What separates teams that achieve their ambition from teams that don’t is not the quality of the document. It’s the rhythm that follows.

A plan is a film, not a photo

The moment you finish your OGSM, reality starts moving. A competitor launches something unexpected. A key colleague leaves. A strategy that looked brilliant on paper turns out to be harder in practice. That’s not failure. It belongs to the journey.

A plan is not a static photo but a film with new plot twists every month. The question is not whether you’ll need to adjust, but whether you’ll adjust deliberately or just drift. Drifting feels like flexibility. It isn’t. It’s losing course one small unnoticed decision at a time.

Two sessions, two questions

The rhythm that keeps an OGSM alive consists of two recurring sessions, each answering a different question.

The monthly action review

Are we doing things right?

Once a month, the team looks at the actions. The preparation is where the magic sits: every owner reports on their actions before the session: on track, needs attention, or stuck. The session itself is not for collecting updates. It’s for the interesting part: removing obstacles, making decisions, helping each other forward.

Keep it short. An hour is enough when everyone prepares. And be honest in your reporting: an action that’s quietly six weeks late helps nobody. Putting the finger on the sore spot is the whole point.

The quarterly strategy review

Are we doing the right things?

Once a quarter, you zoom out. Now you’re not looking at actions but at results: the KPIs, the goals, the strategies themselves. Is each strategy delivering what you expected? Has the world changed in a way that demands a different choice?

This is where you’re allowed to change the plan, deliberately. Kill a strategy that isn’t working. Sharpen a goal that turned out too soft. That’s not weakness; that’s exactly what the session is for. What you don’t do is rewrite the plan every month. Direction questions belong in the strategy review, not in the daily hectic.

Why the separation matters

Teams that mix the two questions get the worst of both worlds. Monthly meetings balloon into strategy debates, so execution stalls. Or strategy is never questioned at all, so the team executes a plan that stopped making sense in March. Separate the rhythms and both conversations get better: fast and practical every month, thorough and honest every quarter.

Make reporting light, or it won’t happen

One warning from practice: if progress reporting takes real effort, it will quietly stop. The first month everyone reports, the second month most people do, the third month the session starts with twenty minutes of “so, where are we?”

Keep it light. A status, a short note, a measurement value: that’s all a good report needs. This is exactly why we built reporting in OGSM.online to take minutes: owners update their items from their personal dashboard (or their phone), and the team walks into every session with the complete picture already on screen. In Pro, invitations for reports go out automatically. The rhythm maintains itself.

The golden rules

  1. Plan the rhythm before you finish the plan. Put the action reviews and strategy reviews in the calendar for the whole year, on day one.
  2. Report before the session, decide during the session. Meetings are for decisions, not for updates.
  3. Be honest. Orange is a signal, not a verdict. The sooner it’s visible, the cheaper the fix.
  4. Adjust deliberately, in the strategy review. Change the plan when the facts demand it, not whenever the daily hectic suggests it.
  5. Hold on to your plan. The plan protects your team from a hundred distractions. That’s what it’s for.

Keep the rhythm going and something interesting happens: the plan stops being a document and becomes the way the team works. That’s a living plan.

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