Review
A lighter-touch checkpoint between 360s
An optimized process for Boards and Executives to deliver end-of-year performance reviews and set next year’s goals.
Picking up where the 360 left off
The Review checks in on how the leader is progressing against the development goals and execution goals in their growth plan.
Growth Plan · Daniel Hartley
Progress vs. goals set May 2026 · Sample
DEVELOPMENT GOALS
Delegate operational decisions to the ELT
ON TRACK
Increase board communication cadence
NEEDS FOCUS
Strengthen talent development across the senior team
ON TRACK
EXECUTION GOALS
Expand the connected-hardware footprint
ON TRACK
Execute the M&A strategy
MONITOR
Complete Capital Allocation Decision Framework
ON TRACK
Tighten operating discipline
ON TRACK
Optimize the senior team
MONITOR
Illustrative goals and progress.
Following the light-touch Review, leaders are recommended to run a follow-on 360 in 6 to 12 months to generate a new set of development and execution goals.
What it delivers
Progress against goals
A direct read on the goals set in the prior engagement.
A light performance review
Structured, without the weight of a full 360 cycle.
Upcoming goals
A refreshed set of goals for the year ahead.